高性能稀土磁性材料
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全球铜业龙头再进阶 金田股份以高端材料赋能新兴产业
Zheng Quan Shi Bao Wang· 2026-01-05 14:21
Core Viewpoint - Jintian Co., Ltd. has successfully transformed from a leading copper processing company to a global advanced materials supplier during the 14th Five-Year Plan period, with plans for high-end, international, and diversified development in the 15th Five-Year Plan period [1] Group 1: Business Growth and Market Position - Jintian Co., Ltd. has achieved significant growth in its core business, with a compound annual growth rate of 8% in copper production from 2021 to 2024, reaching a total output of 1.9162 million tons of copper and copper alloy materials in 2024, making it the largest globally [1] - In the first half of 2025, the company produced 919,800 tons of copper and copper alloy materials, maintaining its industry-leading position [1] - The company is recognized as one of the largest and most comprehensive producers of copper and copper alloy materials in China, as well as a technologically advanced player in the rare earth magnetic materials sector [1] Group 2: High-End Product Development - A key highlight during the 14th Five-Year Plan was the breakthrough in high-end products, with Jintian Co., Ltd. focusing on a "dual upgrade" strategy for products and customers, successfully developing high-performance copper-based materials with independent intellectual property rights [2] - The company’s products are widely used in cutting-edge fields such as new energy vehicles and AI data centers, with a 137% year-on-year increase in shipments of 800V high-voltage electromagnetic flat wires in the first half of 2025, accounting for 42% of total shipments [2] - Jintian Co., Ltd. has established partnerships with major companies like BYD, Geely, Xiaomi, and CATL, covering core modules of the three-electric system [2] Group 3: Emerging Market Focus - The company has made significant strides in emerging sectors such as AI data centers and robotics, with a 60% year-on-year increase in copper material sales in the cooling sector in the first half of 2025, and a 72% increase in copper busbar sales [3] - Jintian Co., Ltd. has begun supplying high-precision, high-conductivity micro electromagnetic wires for various robotic motors, laying the groundwork for future market expansion [3] - The company has been proactive in the rare earth permanent magnet and new energy electromagnetic flat wire sectors, with a production capacity of 9,000 tons for rare earth permanent magnet materials, and plans to expand this capacity to 13,000 tons [3] Group 4: Future Strategic Plans - Looking ahead, Jintian Co., Ltd. has outlined its strategic blueprint for the 15th Five-Year Plan, focusing on expanding production capacity in Thailand and Vietnam, and upgrading domestic facilities [4] - The company aims to concentrate on over 20 strategic projects in technology innovation, including the development of graphene copper composite materials [4] - Jintian Co., Ltd. is committed to becoming a globally leading supplier of copper and copper alloy materials, emphasizing high-end, international, and diversified strategies to enhance its market share and brand influence [4][5]
“2025新材料与具身智能硬科技创新论坛”落幕
Sou Hu Cai Jing· 2025-09-13 10:26
Group 1 - The forum titled "2025 New Materials and Embodied Intelligent Hard Technology Innovation Forum" was successfully held in Shenzhen, focusing on the integration of new materials and embodied intelligence [1][2] - Nearly 200 representatives from various institutions and companies, including Huawei Cloud and the Chinese Academy of Sciences, participated to explore innovative paths and future opportunities in the field [1][2] - A new "Intellectual Property Protection Smart Hub Platform" for the new materials industry was launched, marking a significant breakthrough in Shenzhen's intellectual property service system [2][3] Group 2 - The platform integrates three professional service platforms: Patent Navigation Platform, Operation Public Service Platform, and Protection Workstation Service Platform, covering the entire innovation chain from pre-innovation to post-innovation [3][4] - The upgraded platform aims to provide comprehensive intellectual property services to support the high-quality development of Shenzhen's new materials industry [5] - The forum included a promotion segment for the Deep-Shan Special Cooperation Zone, highlighting its advantages in policy support, spatial resources, and industrial matching [5][6] Group 3 - Representatives from research enterprises, investment institutions, and application parties engaged in discussions about "technical bottlenecks" and "cross-border cooperation models," emphasizing the need for deep cross-border integration and shared R&D resources [7]
2025年中国稀土行业技术环境分析:国家鼓励稀土在绿色环保及新能源等前沿技术领域融合应用
Qian Zhan Wang· 2025-05-06 09:13
Core Insights - The article emphasizes the importance of technological innovation in China's rare earth industry, highlighting government support for research and development in various applications and processes [1][4][8]. Summary by Sections Technological Innovation Directions - The Chinese government encourages technological innovation in the rare earth sector, focusing on basic research, cutting-edge technology, and key industrial technology development [1]. - In 2024, the China Rare Earth Society and the China Rare Earth Industry Association will award 8 first prizes and 24 second prizes for outstanding projects in rare earth science and technology [1]. - Award-winning projects include efficient catalysts for ultra-low emissions in automotive exhaust, applications of rare earth upconversion luminescent nanomaterials in cancer treatment, and low-temperature high-performance magnetic refrigeration materials [1]. Industry Technology Transformation - The government is accelerating technological upgrades in rare earth enterprises, with specific measures to improve mining, refining, and metal production processes [4][6]. - Key measures include adopting efficient green mining technologies, advanced refining techniques to reduce waste, and eliminating outdated production capacities [6]. Policy Planning for Technological Innovation - The rare earth industry is crucial for strategic emerging industries, with China being the world's leading producer and exporter [4]. - The Ministry of Industry and Information Technology's "14th Five-Year Plan" emphasizes enhancing technological innovation capabilities, promoting green transformation, and integrating domestic and international resources [4][7]. Integration with New Energy - The rapid development of new technologies like 5G and artificial intelligence is driving the digital transformation of the rare earth industry [8]. - Key applications of new technologies in the rare earth sector include high-performance magnetic materials for wind power and hydrogen storage materials for energy applications [9]. R&D Dynamics of Representative Companies - Northern Rare Earth is involved in key national R&D projects focusing on intelligent preparation technologies and has established a carbon emission accounting platform [11]. - China Rare Earth is enhancing its core business through various R&D initiatives, including high-value utilization of rare earth elements and new energy materials [11]. - Other companies like Baotou Steel and Xiamen Tungsten are also advancing their R&D efforts in high-performance magnetic materials and rare earth recovery technologies [11].