A research report by China Securities states that the Ministry of Commerce recently issued four consecutive documents to tighten rare earth export controls. These measures include adding export restrictions on five categories of medium-to-heavy rare earths, extending controls to equipment, technology, and raw/auxiliary materials across the entire industrial chain, and regulating exports to overseas military and high-end semiconductor applications. China's strategic position in rare earths has been further solidified. Overseas stockpiling activities are expected to intensify, potentially driving rare earth prices higher. Over the long term, China's control over technology, equipment, and auxiliary materials across the entire industrial chain—from mining and smelting to magnet manufacturing and recycling—will undoubtedly increase the difficulty and extend the timeline for overseas nations to establish self-sufficient rare earth supply chains. This will reinforce China's competitive barriers in the rare earth sector, supporting a sustained upward trend in rare earth prices. Additionally, constrained overseas supply of rare earth magnetic materials will boost demand for high-performance ferrite permanent magnets, leading to a surge in ferrite magnet orders.

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