JTGROUP(SH:601609) Xin Lang Cai Jing·2026-01-12 02:23Industry Overview - The rare earth industry in China is experiencing a simultaneous increase in both volume and price, with exports reaching 5,493.9 tons in November 2025, a 24.4% year-on-year increase from 4,416 tons in November 2024 [1] - Cumulative exports from January to November 2025 totaled 58,193.1 tons, up 11.7% from 52,105 tons in the same period of 2024 [1] - The average export price for rare earths in November was $0.90 per ton, compared to $0.83 per ton in November of the previous year, indicating a significant increase [1] - Supply-side management measures for rare earth mining and separation have been implemented, ensuring long-term supply stability, while demand is driven by industries such as robotics, low-altitude economy, and military applications [1] Company Profile: Jintian Co., Ltd. - Jintian Co., Ltd. has over 20 years of experience in the magnetic materials business and has recently obtained a general export license for rare earth permanent magnets [2] - The company focuses on non-ferrous metal processing and has developed a diverse product matrix centered on copper and rare earth permanent magnet materials, making it one of the largest producers in China [2] - Jintian's subsidiary, Kedian Magnetics, is recognized as a "specialized, refined, distinctive, and innovative" small giant enterprise, with an annual production capacity of 9,000 tons for rare earth permanent magnet materials [2] - The company is expanding its international presence through a newly established subsidiary in Germany to enhance its market share [2] Market Dynamics - The Chinese rare earth industry is entering a full-chain control era with the implementation of export controls on rare earth-related technologies [3] - Key companies such as Jintian, Jinli Permanent Magnet, and others have received approval for general export licenses for rare earth permanent magnets [3] - The combination of advanced copper materials and rare earth permanent magnets creates a unique industrial synergy, essential for high-efficiency applications in electric motors, wind power, and low-altitude economy sectors [4] Future Trends - The demand for high-end copper materials and rare earth magnetic materials is expected to grow significantly in emerging sectors such as humanoid robots and AI computing [5] - Jintian has successfully partnered with a leading domestic liquid cooling component manufacturer, indicating its proactive approach to emerging industry needs [5] - The company's comprehensive product structure and complete industrial chain allow it to provide critical material support across various high-tech sectors [6] - Jintian's competitive advantage lies in the deep synergy between advanced copper processing and rare earth permanent magnet materials, enabling efficient fulfillment of diverse customer needs [6]