大动作！百亿稀土巨头，突发公告

Core Viewpoint - Tianhe Magnetic Materials announced a significant investment of approximately 850 million yuan in a high-performance rare earth permanent magnet and component manufacturing and R&D project in Baotou, aligning with national industrial policies and aimed at expanding business scale and enhancing profitability [1][2][5]. Company Summary - Tianhe Magnetic Materials' wholly-owned subsidiary, Baotou Tianhe New Materials Technology Co., Ltd., signed an investment agreement for the project, which will be developed in two phases, with the first phase requiring an investment of 210 million yuan and a construction period of 18 months [2][5]. - The project will include the construction of necessary facilities, production lines, and a research center, covering an area of approximately 67 acres [5]. - The company reported a market capitalization of 12.7 billion yuan as of October 17, with a stock price of 48.06 yuan [5]. Industry Summary - The rare earth sector has gained significant attention this year, with A-share rare earth stocks becoming a focus for market funds [8]. - Analysts indicate a resonant supply-demand dynamic in the rare earth industry, driven by domestic quota management and export controls, ensuring resources are directed towards high-end applications [8][9]. - The price of rare earth minerals has been on the rise, with Northern Rare Earth and Baotou Steel announcing price increases for the fourth quarter of 2025, reflecting strong market demand [8]. - The rare earth deep processing industry is crucial for national resource security and supports the development of high-tech industries, with rare earth permanent magnets accounting for over 40% of downstream applications [7][8].