Group 1: Technology Breakthroughs in Inner Mongolia - The "Technology Breakthrough" project during the 14th Five-Year Plan aims to leverage Inner Mongolia's unique resources for high-quality industrial development, focusing on sectors like wind, solar, rare earths, and dairy [2] - Inner Mongolia's new energy industry is experiencing rapid growth, with installed capacity exceeding 143 million kilowatts by May 2025, accounting for 52% of the region's total power capacity [4] - The first million-kilowatt "Shagao Desert" wind-solar base is under construction, expected to deliver approximately 36 billion kilowatt-hours annually to the Beijing-Tianjin-Hebei region, significantly reducing coal consumption and CO2 emissions [4] Group 2: Rare Earth Industry Developments - Inner Mongolia is focusing on developing rare earth industries, particularly in Baotou, where new technologies are being integrated to replace heavy rare earth elements while maintaining product performance [5] - The region is establishing two rare earth bases and enhancing innovation platforms to facilitate technology breakthroughs and market-oriented mechanisms [6] - Baotou's rare earth industry is targeting a production value of 130 billion yuan, with significant advancements in high-performance neodymium-iron-boron production [6] Group 3: Dairy Industry Innovations - The largest probiotic smart factory in Asia has been launched in Inner Mongolia, aiming to achieve technological breakthroughs in the dairy sector [7] - The National Grass Technology Innovation Center is making strides in grass breeding and high-quality forage production, supporting dairy farming [8] - Inner Mongolia has developed a complete ecological system for the dairy industry, from grass cultivation to milk production, ensuring high-quality development [8] Group 4: Hydrogen and Ammonia Fuel Technology - The world's first hydrogen-ammonia dual-fuel gas turbine has been successfully assembled in Inner Mongolia, marking a significant advancement in zero-carbon energy technology [9] - This turbine can switch between hydrogen, ammonia, and natural gas, creating a complete energy production and consumption ecosystem [10] Group 5: Breakthroughs in New Energy Mining Vehicles - The first integrated solar-storage-charging mining vehicle project has been launched, achieving record charging speeds and establishing a green energy ecosystem for mining operations [12] - This project supports the transition from external electricity use to self-generated green energy, enhancing the automation and digitalization of mining operations [12]

Core Viewpoint - The NdFeB (neodymium iron boron) industry in China is projected to reach a market size of 72.1 billion yuan in 2024, reflecting a year-on-year growth of 11.44% [2] Industry Overview - NdFeB is recognized as the strongest permanent magnetic material and has revolutionized the field of permanent magnets since its introduction in the 1980s [3] - Key characteristics of NdFeB include its strong magnetic properties, high coercivity, lightweight, energy efficiency, and strong customization capabilities [3] Industry Supply Chain - The upstream of the NdFeB industry includes rare earth metals (such as neodymium, praseodymium, dysprosium, and terbium), iron alloys, and boron, which are essential raw materials for NdFeB permanent magnets [5] - The midstream involves the production and manufacturing of NdFeB, while the downstream applications span consumer electronics, electric vehicles, wind power equipment, variable frequency air conditioners, industrial automation equipment, humanoid robots, and more [5] Production Capacity - China is the largest producer of rare earth elements globally, with a projected rare earth mineral output of 270,000 tons in 2024, marking a year-on-year increase of 12.50% [7] - The increase in rare earth mineral output enhances the supply capacity of neodymium and other rare earth elements, alleviating raw material supply constraints and supporting the continuous expansion of the NdFeB industry [7] Related Companies - Listed companies in the NdFeB sector include Jinli Permanent Magnet (300748), Zhongke Sanhuan (000970), Zhenghai Magnetic Materials (300224), Ningbo Yunsheng (600366), Dadi Bear (688077), and Yingluohua (000795) [3] - Other relevant companies include China Northern Rare Earth Group High-Tech Co., Ltd., China Rare Earth Group Co., Ltd., Ansteel Group Mining Co., Ltd., China Baowu Steel Group Co., Ltd., and several technology firms like Huawei, Xiaomi, and BYD [3]