Recently, the sintered neodymium iron boron industry has been driven by both technological innovation and market demand, with a significant increase in the activity of the industrial chain. On November 28th, General Research Institute of Rare Earths disclosed a patent for the preparation of low-oxygen and low-carbon sintered neodymium iron boron. Through a dual-particle size cerium oxide powder collaborative process, the impurity content of magnets is significantly reduced, while the production cycle is shortened and costs are lowered, laying a foundation for high-end applications.

In the international market, the US Department of Defense issued a tender on November 18th, planning to stockpile 1,100 metric tons of sintered neodymium iron boron magnets within five years, with a contract value of up to 200 million US dollars, highlighting its strategic value in the defense field. Domestic industrial collaboration is accelerating. Baotou Jinchuang has joined hands with universities to establish a large model laboratory for rare earth permanent magnet hydrogen crushing, promoting the intelligent upgrade of the process.

The market situation shows structural differentiation. In November, the price of light rare earths rebounded, driving up the price of sintered neodymium iron boron blanks. The average price of N35 grade rose by 1.48%. Demand in fields such as new energy vehicles and humanoid robots is strong. Leading enterprises have abundant orders, and the utilization rate of high-end production capacity remains at a high level. The industry is accelerating its transformation towards a technology-intensive sector.