SMM Rare Earth Afternoon Trading Comment for September 8

【SMM Rare Earth Flash】 Following its March 2026 breakthrough in developing the world's highest comprehensive-performance ultra-high remanence sintered NdFeB magnets, Zhongke Sanhuan (000970.SZ) has achieved another technological advancement through its subsidiary Tianjin Sanhuan Lexi New Materials Co., Ltd. Two new magnet grades, tested by the National Institute of Metrology, China, have set new performance records: Model A achieved a room-temperature remanence (Br) of 15.407kGs and a maximum energy product (BH)max of 57.52MGOe, with further improvements in Br and (BH)max; Model B achieved an intrinsic coercivity (HcJ) of 20.86kOe and a (BH)max of 57.05MGOe, with simultaneous gains in coercivity and energy product. This breakthrough will provide stronger technical support for the miniaturization, lightweighting, and power density upgrades of permanent magnet devices in precision sensing, intelligent robotics, low-altitude flight systems, and specialty motors. The company remains committed to advancing R&D in high-performance rare earth permanent magnets and accelerating the commercialization of technological achievements.

【SMM Rare Earth Flash】 The 16th MIKE Award (Most Innovative Knowledge Enterprise) final评审 concluded recently in Shenzhen. Baotou Research Institute of Rare Earths won the "Annual Practice Value Award" for its outstanding achievements in knowledge management, technology commercialization, and practical application, demonstrating its benchmark strength in empowering technological innovation and supporting high-quality development of the rare earth industry. The MIKE Award is a highly authoritative professional competition in China's knowledge and innovation management field, jointly initiated by Tsinghua University's Research Center for Technological Innovation. This recognition marks an important milestone for the Institute. Moving forward, it will further integrate knowledge management with R&D operations, leverage its existing innovation management platform, and accelerate the transformation of knowledge outcomes into technical solutions and tangible products, solidifying the knowledge foundation for building the "Two Rare Earth Bases."

【SMM Rare Earth Flash】 On September 5, the Tsinghua University - China Northern Rare Earth Joint Research Center for Rare Earth New Technologies was officially inaugurated. The ceremony was attended by Wu Huaqiang, Standing Committee Member and Vice President of Tsinghua University; Academician Zhang Hongjie of the Chinese Academy of Sciences; Meng Fanying, Party Secretary and Chairman of Baogang Group; and Liu Peixun, Party Secretary and Chairman of Northern Rare Earth. The Joint Research Center aims to bridge the gap between academic research and industrial application, integrating Tsinghua's cutting-edge research capabilities with Northern Rare Earth's extensive experience in industrialization. The Center will focus on key areas including R&D of new rare earth materials, high-purity rare earth bio-separation, and efficient comprehensive utilization of rare earth resources, with the goal of facilitating the "last mile" transition from laboratory breakthroughs to production lines. This collaboration represents a significant step in implementing the "Science and Technology Revitalization of Inner Mongolia" initiative and supporting the development of the "Two Rare Earth Bases", providing technological and talent support for the high-quality development of China's rare earth industry.