（来源：内蒙古日报） 座谈交流中，专家团队详细介绍了该研究所基本情况，现场分享了高性能永磁材料研发、永磁材料智能 化装备研制、永磁材料下游应用拓展等领域科技成果。与会企业代表结合实际需求与专家团队进行了深 入交流磋商，达成了多个方面的合作意向。 闫阿儒说，宁波材料所与包头市具有深厚的合作交流基础，当前包头市对稀土产业的重视前所未有，此 次技术对接活动为研究所科技成果面向包头市转化搭建了良好的对接渠道。下一步研究所将针对包头市 企业的个性化需求进行持续深入对接，继续加强与包头市企业的交流互动，推动更多科技成果在包头市 转化应用，为包头市"两个稀土基地"建设注入科技动能、贡献科研力量。 转自：内蒙古日报 本报包头2月8日电 （记者 格日勒图）近日，2026年首期"科创会客厅"——包头市稀土产业与中国科学 院宁波材料技术与工程研究所协同创新对接活动在包头市举行。活动邀请中国科学院宁波材料技术与工 程研究所磁性材料及应用实验室主任闫阿儒研究员专家团队进行学术交流。 这次协同创新活动，旨在落实落细包头市委市政府关于加强与国内外高校和科研院所合作共建、联合攻 关的部署要求，以科技创新赋能"1144"现代产业体系建设，加快 ...

Core Viewpoint - The successful deployment of a domestically produced superconducting magnetic field high-temperature vibrating sample magnetometer at Baotou Rare Earth Research Institute provides significant technical support for the research and application of high-performance permanent magnet materials in China [1][5]. Group 1: High-Performance Permanent Magnet Materials - High-performance permanent magnet materials are driving rapid development in emerging industries such as aerospace, new energy vehicles, and renewable energy, creating a pressing demand for comprehensive and precise testing of permanent magnets [2]. - The conventional closed-loop measurement equipment in the rare earth permanent magnet field typically uses traditional electromagnets, with magnetic field strengths usually not exceeding 3T. In contrast, basic magnetic research equipment, while equipped with superconducting magnets for high excitation magnetic fields, often focuses on low-temperature measurements and lacks high-temperature modules, leading to high costs and foreign monopolization [2]. Group 2: Features of the New Magnetometer - The newly deployed superconducting vibrating sample magnetometer utilizes superconducting magnets as excitation devices, featuring superconducting excitation, a wide temperature range, high measurement sensitivity, fast measurement speed, convenient operation, and a variety of measurement options [5]. - The maximum magnetic field of the new device can reach 6T, with the highest measurement temperature at 800℃, effectively enhancing both measurement speed and accuracy, enabling researchers to conduct a variety of sample measurements [5].

Core Insights - Japan's ambition for rare earth independence has proven to be a strategic miscalculation, underestimating China's dominance in the global rare earth market and overestimating its own technological capabilities [1][14] Group 1: Historical Context - In 2010, China imposed rare earth export restrictions on Japan, reducing exports from 50,000 tons in 2009 to approximately 30,000 tons in 2011, resulting in a 40% supply shortfall [3] - This led to significant disruptions in Japan's manufacturing sector, particularly affecting the automotive industry, which faced production halts due to insufficient rare earth supplies [3] Group 2: Japan's Response and Actions - Following the 2010 crisis, Japan initiated a rare earth breakthrough plan, investing heavily to reduce reliance on Chinese supplies, but this effort was ultimately disrupted by India's export halt in June 2025 [4][5] - Japan engaged in various partnerships, including with Mongolia and Australia, and invested in rare earth recycling in France, spending over 100 billion yen on these initiatives [4] Group 3: Challenges Faced - Japan's agreement with India to source rare earths turned out to be ineffective, as India lacked the technological capacity to provide sufficient raw materials, leading to Japan purchasing rare earths that were originally sourced from China [4][5] - Attempts to develop alternative technologies, such as Sony's effort to recycle rare earths from old PS4 consoles, yielded minimal results, recovering only 200 kg from 100,000 units [7] Group 4: Resource Exploration and Limitations - Japan identified significant rare earth deposits near Minami-Torishima in 2013, but the high costs and technical challenges of deep-sea mining have hindered extraction efforts [9] - The projected cost for initial deep-sea mining trials in 2025 is estimated at 12 billion yen (approximately 83 million USD), with extraction rates being economically unfeasible [9] Group 5: China's Dominance - China's rare earth advantage is not solely based on resource control but on a comprehensive industrial ecosystem that includes mining, refining, and production of downstream materials, maintaining over 60% of the global market share in 2023 [11] - The systemic advantages China has developed over the years ensure its continued leadership in the rare earth sector, making it a challenging competitor for other nations seeking to disrupt this order [13][14]

Group 1: U.S. and Russia Economic Sanctions - The U.S. is considering a second phase of economic sanctions against Russia, with Treasury Secretary Mnuchin stating that secondary tariffs will be imposed on countries continuing to import Russian oil [1] - The combined market size of the EU and the U.S. creates significant pressure on trade partners, particularly affecting countries like China and India that are major importers of Russian oil [1] Group 2: Russia's Rare Earth Metals Strategy - Russia is open to mutually beneficial trade in rare earth metals with the U.S., contingent on the U.S. lifting export restrictions on high-tech products related to rare earths [3] - Russia possesses 15 types of rare earth metals with total reserves of 28.7 million tons, but only 3.8 million tons are developed or ready for development [3][4] Group 3: Challenges in Rare Earth Development - Russia faces significant challenges in rare earth development, including weak infrastructure in remote areas, high investment risks, and limited financing options due to Western sanctions [4] - The rare earth industry is capital and technology-intensive, and while Russia has strong research capabilities, it lacks a complete industrial chain and modern equipment [4] Group 4: Geopolitical Risks and Market Dynamics - Geopolitical risks are high, with U.S.-Russia relations being uncertain, making long-term cooperation in strategic materials unpredictable [4] - Russia's proposal for cooperation may be a strategic maneuver to alleviate sanctions pressure and shift focus from oil and gas [5] Group 5: Global Rare Earth Supply Chain - The U.S. seeks a stable and reliable alternative supply chain for rare earths, but any trade with Russia could be disrupted by geopolitical changes, affecting business cooperation [7] - China maintains a competitive edge in the global rare earth industry due to its complete industrial ecosystem, established technology, and stable supply [7] Group 6: India's Position in the Energy Market - India is balancing its energy security needs with Western market access, likely adopting a negotiation and procurement strategy in response to U.S. tariffs [8] - In the rare earth sector, India's complex industrial landscape and long investment cycles make it unlikely to become a major player [8] Group 7: Overall Market Implications - Russia's rare earth proposal is seen as a strategic test, aiming to leverage its resource position amid sanctions [9] - The competition for a complete and innovative supply chain in the rare earth market will continue, with geopolitical factors playing a crucial role [9]

Summary of Key Points from the Conference Call Industry Overview - The conference call focuses on the rare earth materials industry, particularly the implications of U.S. Department of Defense's involvement and pricing strategies for rare earth elements [1][2][3]. Core Insights and Arguments - The U.S. Department of Defense has set a price floor for praseodymium-neodymium mixed rare earth at $110 per kilogram, significantly higher than domestic prices, indicating a commitment to securing the rare earth supply chain and providing room for price increases in domestic light rare earth exports [1][2]. - The U.S. is expanding its rare earth production capacity despite having reserves, but faces technological and cost disadvantages, necessitating high prices to ensure supply, reflecting a long-term challenge rather than a short-term issue [1][3]. - High-end equipment manufacturing, including applications in permanent magnet motors, industrial robots, electric vehicles, and low-altitude aircraft, is driving increased demand for high-performance permanent magnet materials, highlighting the irreplaceability of rare earths [1][4]. - The changing dynamics in U.S.-China relations may lead to stricter controls on China's medium and heavy rare earth exports while allowing for more flexible pricing on light rare earths, increasing price elasticity amid rising demand for high-value products [1][5]. Market Trends and Price Outlook - Current rare earth prices are at a relative low, with potential for long-term growth; even a 50% increase would still leave prices below U.S. market levels, suggesting that upstream companies will see profit elasticity released as prices recover [1][6]. - The global rare earth market is experiencing significant changes, with a potential decline in overseas rare earth ore imports as domestic refining capacities in the U.S. and Australia develop, negatively impacting domestic supply [2][3]. Beneficiary Companies - Upstream rare earth companies such as Northern Rare Earth, China Rare Earth, and Baotou Steel will directly benefit from price increases. Additionally, companies in the magnetic materials segment, like Jieneng Permanent Magnet, are expected to continue benefiting from rising prices [1][7]. - Companies with a complete industrial chain, particularly those involved in system recycling, are highlighted as having significant advantages due to their ability to produce high-value products [1][9]. Electric Motor Industry Insights - The electric motor industry is poised for growth in new application scenarios, with manufacturers increasingly engaging in the permanent magnet segment to gain pricing power and enhance their competitive position, exemplified by companies like Wolong Electric [1][8]. Importance of Closed-Loop Companies - Closed-loop companies in the magnetic materials sector benefit from a complete industrial chain, ensuring product quality and added value, which enhances competitiveness. Such companies can also exhibit significant profit elasticity during market upswings [1][9].