Group 1 - The core viewpoint of the news is that Northern Rare Earth has outlined its production plans and market strategies in response to regulatory changes and market conditions [1] - Northern Rare Earth will strictly adhere to the total control indicators for rare earth production set by the government, with annual production plans to be followed [1] - The company has a relatively low export revenue proportion, indicating minimal impact from export controls [1] Group 2 - The company has a smelting and separation capacity of 210,000 tons per year and a magnetic material capacity of 100,000 tons per year [1] - Key projects under construction include a 50,000-ton high-performance neodymium-iron-boron rapid solidification alloy project and a 5,000-ton per year rare earth permanent magnet industrialization project [1] - The company plans to achieve a rare earth waste recycling capacity at the ton level and is collaborating with multiple enterprises [1] Group 3 - The market activity for rare earths in the first quarter of 2025 is reported to be better than the same period last year, with prices rising due to policy influences [1] - Northern Rare Earth has established a "Market Value Management Method" with qualitative requirements for market value management assessments [1]

长江商报消息●长江商报记者汪静 英洛华 （000795.SZ）加码主业产能。 6月27日晚间，英洛华发布公告，公司全资孙公司浙江东阳东磁稀土有限公司拟投资建设年产5000吨烧 结钕铁硼扩产项目，项目测算总投资约4.24亿元。 据悉，子公司东阳东磁成立于2014年12月，经营范围包括稀土销售、磁性材料及电子元器件生产和销售 等，由英洛华全资子公司赣州市东磁稀土有限公司持有其100%股权。项目建设地点为浙江省东阳市， 建设内容包括厂房改造、新建生产线及新增检测等设备，资金来源为自有或自筹资金，建设周期预计为 开工后18个月，项目建成后将新增年产5000吨烧结钕铁硼磁体的生产能力。 英洛华表示，本项目符合国家相关产业政策及行业发展趋势，将进一步提升公司磁材产品产能，满足市 场对钕铁硼磁材的增长需求。项目建成投产后，有助于扩大公司钕铁硼磁材业务规模，增强 综合 实 力，对公司长远发展有积极影响。 公开资料显示，英洛华是国内最早生产钕铁硼永磁材料的企业之一，同时具备研发和生产烧结、粘结两 种工艺的高性能钕铁硼永磁产品的能力，是目前国内领先的稀土永磁材料生产基地。经过几十年的发 展，公司已拥有成熟的材料生产、加工制造、表 ...