此外，江苏常熟高嘉能源科技有限公司投资的西南新能源电池精密结构件内江生产基地项目，主 要布局锂、钠离子电池外壳（盖板）等结构件和电池金属包装智能生产线，将与周边企业形成紧 密配套；山东烟台鼎科机械有限公司联合昇兴股份共同投资的精酿啤酒三片罐高端包材生产基地 项目，有望进一步壮大内江经开区"甜味+"食品饮料产业"朋友圈"；广东东莞市鸿帝鑫实业有限公 司投资的鸿泰电子智能终端显示屏生产基地二期项目，将新建中大尺寸显示屏盖板、TP及模组加 工产线，为内江经开区打造中国西部光电显示产业基地提速扩能。 本报讯 2025年12月29日下午，内江经开区举行第四季度项目集中签约仪式，共签约产业项目4 个，协议总投资28亿元，均为契合当地产业发展主攻方向的先进制造业项目，为内江产业发展强 链、补链、延链注入强劲动能。 其中，广西恒达电机科技有限公司投资的西南高压电机再制造和永磁电机生产基地项目，主营大 型电机的维修提档、再制造和永磁电机的生产，将为内江"装备+"产业再添新动能。"2025年9月接 触以来，我们与内江经开区开展5次互访考察，这里的真诚、专业和效率，增添了我们投资落地的 信心和决心。"广西恒达电机科技有限公司董事长 ...

人民财讯12月29日电，通力科技（301255）12月29日公告，公司与江苏祝尔慷电机节能技术有限公司、 吕生国、祝尔慷科技签署《增资协议书》，公司拟使用自有资金8670万元增资认缴祝尔慷科技新增注册 资本6120万元，剩余2550万元计入祝尔慷科技资本公积。增资完成后，公司将持有祝尔慷科技51%的股 权。祝尔慷科技主要从事电机领域技术开发、技术转让与技术服务，永磁电机及机电设备的研发、生产 与销售。本次增资祝尔慷科技有助于公司在传动领域的深度布局，公司将获得其先进永磁电机技术，共 同开发新产品，推动公司产品实现机电一体化发展。 ...

来源：市场资讯 （来源：财报分析解读） 稀土，现代工业的"维生素"。 我国的稀土储量、产量均居世界第一，在稀土产业中，向来占据着得天独厚的优势。这不仅意味着，我 国拥有顶尖的提纯技术和完整的产业链，也在全球稀土供给中扮演着至关重要的角色。 12月5日，《上海证券报》报道：国内稀土永磁材料领军企业金力永磁已获得通用出口许可证，与之同 样获批的还有中科三环、宁波韵升两家企业。 作为全球最大的稀土永磁材料供应商，金力永磁的获批绝非偶然。这家企业，到底拥有怎样一手"绝 活"？ 原材料价格起伏 影响业绩波动大 首先我们还是要知道：什么是稀土永磁材料？ 简单来说，"永磁"代表的是磁性恒定、能够持续产生磁场，铁氧体、金属合金均可成为永磁材料。其 中，钕铁硼被称为"磁王"，是目前性能最高的商业化永磁体。 弗若斯特沙利文的报告显示，全球高性能稀土永磁材料消费量由2018年的4.75万吨增至2023年的10.25万 吨，复合年增长率高达16.6%。据预测，到2028年，这一数据有望达到22.71万吨，需求十分广阔。 金力永磁生产的钕铁硼磁材，产品线涵盖了多个代表性系列牌号，如50H、45EH系列。其打造的电声 器件、永磁电机等产 ...

作为佳电股份在永磁电机领域的核心载体与创新平台，苏州佳电自成立以来便以"突破关键技术、拓展 市场空间、塑造专业品牌"为使命，面对"双碳"战略与制造业高质量发展要求，通过持续加大研发投 入、组建专业研发团队、深化产学研合作等举措，成功攻克多项技术瓶颈，构建起从产品设计、生产制 造到试验验证的完整产业体系。近年来，苏州佳电永磁产品收入稳步增长，市场细分领域持续拓展，此 次新品发布更标志着其实现了从技术跟跑到自主引领的关键跨越，充分彰显了在工业设备绿色转型中的 领军担当。 佳电股份聚焦高可靠性、高效节能、高智能化核心方向全力推动电机技术革新，融合新材料与新技术实 现性能跃升，构建安全高效智能的解决方案，在起动性能、运行效率等七大维度实现突破性提升，在节 能方面达到国内领先水平，为各行业客户量身打造卓越品质的全生命周期电机解决方案。 据佳电股份介绍，本次推介会还集中展示了五大系列"超高效电机系列产品"，涵盖了驱动风机、水泵、 压缩机及通用机械等90%以上的负载需求，广泛应用于石油、化工、水利、医药、钢铁等众多关键领 域，500余个规格产品率先取得新版国家标准GB30254—2024《高压三相笼型异步电动机能效限定值及 ...

英威腾（002334.SZ）12月17日在投资者互动平台表示，公司目前有研发生产永磁电机，其他类型的电 机则会依据市场需求同步展开规划。公司已成功申请永磁辅助同步磁阻电机控制方法及相关组件专利， 并推出永磁同步电机、同步磁阻电机专用变频器。此外，公司参与的"高可靠高适应性永磁电机无传感 器驱动系统关键技术及应用"项目，荣获中国电工技术学会科技进步奖二等奖。 （记者 王晓波） 每经AI快讯，有投资者在投资者互动平台提问：同步磁阻电机和永磁电机应用前景广泛，请问贵公司 对于同步磁阻电机和永磁电机的研发应用是否有突破性进展？贵公司对于同步磁阻电机和永磁电机产品 有怎样的长远规划？ ...

格隆汇12月17日丨英威腾(002334.SZ)在互动平台表示，公司目前有研发生产永磁电机，其他类型的电 机则会依据市场需求同步展开规划。公司已成功申请永磁辅助同步磁阻电机控制方法及相关组件专利， 并推出永磁同步电机、同步磁阻电机专用变频器。此外，公司参与的"高可靠高适应性永磁电机无传感 器驱动系统关键技术及应用"项目，荣获中国电工技术学会科技进步奖二等奖。 ...

格隆汇12月17日丨英威腾(002334.SZ)在互动平台表示，公司目前有研发生产永磁电机，其他类型的电 机则会依据市场需求同步展开规划。公司已成功申请永磁辅助同步磁阻电机控制方法及相关组件专利， 并推出永磁同步电机、同步磁阻电机专用变频器。此外，公司参与的"高可靠高适应性永磁电机无传感 器驱动系统关键技术及应用"项目，荣获中国电工技术学会科技进步奖二等奖。 ...

【日本教训：13年"去中国化"终成笑话】 【稀土王牌对决！美日澳韩联手围堵中国，谁料反被中国"锁喉"】 当美国副国务卿赫尔伯格在华盛顿举杯庆祝"稀土联盟"成立时，他或许没想到，这场被西方媒体吹捧为"终结中国稀土霸权"的行动，竟成了中国展示全球产 业链主导权的最佳舞台。12月12日，五国签署的《加强稀土供应链联合宣言》墨迹未干，中国商务部就以"审批延迟"回应日本车企的稀土进口申请，让日本 企业库存仅够维持一个月生产——这场看似针锋相对的博弈，实则暴露了西方试图用政治联盟扭曲市场规律的徒劳。 【美方焦虑：从F-35停产危机到"去中国化"妄想】 美国为何如此急于组建稀土联盟？答案藏在得克萨斯州洛克希德·马丁工厂的停产通知里。2023年，这家生产F-35战机的工厂因重稀土库存告急，被迫将月 产量从60架压缩至40架。更致命的是，美国唯一稀土矿芒廷帕斯的精矿98%需运往中国加工，每公斤稀土生产成本比中国高出50美元。 特朗普政府曾试图用"托底协议"解决问题——以110美元/公斤的价格收购钕镨产品，并向MP Materials投资4亿美元。但现实很骨感：美国ReElement公司从 国防废料提取稀土的纯度虽达99.999 ...

Core Insights - The China Rare Earth Group held a high-quality development promotion meeting in Shenzhen, focusing on integrating technological and industrial innovation in the rare earth sector [1][2] - The meeting emphasized the importance of collaboration among various stakeholders to analyze global trends in rare earth technology and industry development [1] - Shenzhen is positioned as a national innovation city, aiming to create an optimal innovation ecosystem and attract top talent [2] Group 1: Meeting Highlights - The meeting featured participation from key experts, government officials, and representatives from the China Rare Earth Group, highlighting the commitment to national strategies and increased R&D investment [1] - Activities included strategic cooperation agreements, innovation platform unveilings, and project signings, aimed at fostering collaborative innovation in the rare earth sector [2] - A forum on rare earth technology and a roundtable discussion on the "14th Five-Year Plan" for high-quality development were conducted, with presentations from companies like Huichuan Technology and BYD [2] Group 2: Strategic Initiatives - The China Rare Earth Group has established multiple national-level R&D platforms and is involved in setting national and industry standards [1] - The meeting aimed to build a rare earth technology innovation ecosystem through collaboration with key institutions, enterprises, and high-level talent [2] - The focus on "two innovations integration" seeks to enhance technological cooperation and application of research outcomes to drive industry development [1][2]

Group 1: Rare Earth Industry - The rare earth industry experienced significant improvement in the first three quarters of 2025, with major product prices rising notably. The average market price of praseodymium and neodymium oxide reached 467,300 yuan/ton, a year-on-year increase of 21.81% [1] - In Q3 2025, the average price reached 540,000 yuan/ton, reflecting a year-on-year increase of 39.10% and a quarter-on-quarter increase of 24.96% [1] - Benefiting from price increases and production growth, Northern Rare Earth's net profit attributable to shareholders grew by 280.27% year-on-year in the first three quarters, with a quarter-on-quarter increase of 21.84% in Q3 [1] - The recovery in the rare earth industry has led to increased production and sales of functional materials and permanent magnet motors, indicating a phase of simultaneous volume and price growth [1] - With the consensus reached between China and the US on export control issues, the export channels for rare earth products are expected to improve, leading to a significant increase in overseas demand and a potential rise in praseodymium and neodymium oxide prices [1] Group 2: Lithium Industry - The lithium industry is gradually improving its supply-demand balance, with core resource attributes becoming more prominent. Supply-side high-cost capacity is being phased out, and environmental compliance efforts are increasing [1] - Capital expenditures are significantly slowing down, leading to limited supply growth in the medium to long term [1] - Short-term demand is benefiting from the release of energy storage both domestically and internationally, while medium to long-term lithium battery demand is expected to enter a long-term boom cycle due to power reform and breakthroughs in solid-state battery technologies [1] Group 3: Cobalt and Tin Industries - The Democratic Republic of Congo has implemented a cobalt export quota policy, with quotas set at 18,125 tons for 2025 and 96,600 tons for 2026 and 2027, which is less than half of the 2024 production [2] - In the context of export restrictions, cobalt resources are expected to continue depleting, potentially leading to supply shortages and upward pressure on cobalt prices [2] - In the tin sector, recent actions by Indonesia to crack down on illegal tin mines and smuggling routes are expected to disrupt off-market supply, making it difficult for tin prices to decline significantly [2] Group 4: ESG and Policy Support - The ESG evaluation system in the non-ferrous metals industry is improving, with new indicators related to "green mining," "green energy use," and "emission reduction measures" being added [2] - The Ministry of Industry and Information Technology and other departments released a work plan for stable growth in the non-ferrous metals industry for 2025-2026, emphasizing green upgrades, digital transformation, and scientific capacity layout to support sustainable development [2] Group 5: ETF Performance - As of November 7, 2025, the China Rare Metals Theme Index rose by 1.80%, with the Rare Metals ETF (159608) increasing by 1.61%, marking a three-day consecutive rise [4] - Over the past two weeks, the Rare Metals ETF has accumulated a rise of 5.53%, with significant increases in component stocks such as Tianhua New Energy and Shengxin Lithium Energy [4] - The ETF has seen a scale increase of 559 million yuan over the past three months, with a total inflow of 148 million yuan over the last 21 trading days [4]