8.5亿元投资，百亿稀土巨头大动作！稀土行业望迎新周期

Core Viewpoint - Tianhe Magnetic Materials announced a significant investment of approximately 850 million yuan in a high-performance rare earth permanent magnet project in Baotou, aligning with national industrial policies and aimed at expanding business scale and enhancing profitability [1][2][4]. 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][4]. - The project will include the construction of facilities necessary for the manufacturing of high-performance rare earth permanent magnets and components, as well as a research and development center [4]. - As of October 17, the company's stock price was 48.06 yuan, with a total market capitalization of 12.7 billion yuan [5]. Industry Summary - The rare earth sector has gained significant attention this year, with A-share rare earth stocks becoming a focal point for market investment [7]. - Analysts indicate that the rare earth industry is experiencing a favorable supply-demand dynamic, driven by both domestic policies and global green transition demands, which are expected to bolster the strategic position of the rare earth supply chain [7][8]. - Recent price adjustments in rare earth minerals reflect strong market demand, with companies like Northern Rare Earth announcing price increases for the fourth quarter of 2025, indicating a 37% rise compared to previous prices [7].