8월 21일 SMM 희토류 오후 거래 논평

On August 13, 2026, the Ministry of Heavy Industries of India officially launched the technical bid evaluation for the "Sintered Rare Earth Permanent Magnet Manufacturing Promotion Plan" (REPM), with 20 bids vying for up to five licenses. On the surface, it appears to be a fierce "20-for-5" competition, but when examining the industry's fundamentals, the real protagonist of this story is not the 72.8 billion rupees (about $765 million) in subsidies, but the "three clocks" running simultaneously in India—the policy clock is already pointing to mass production in 2028, the commercialization clock of state-owned enterprise IREL points to 2029–2030, and the certification clock of downstream clients is measured in "years." The desynchronization of these three clocks is the most intuitive footnote to the fact that it is still too early for India's rare earth industry chain to develop.

중국 세관 데이터에 따르면, 2026년 7월 중국의 희토류 영구자석(REPM) 수출량은 5,375톤으로 전월 대비 4%, 전년 동기 대비 3.6% 감소했다. 1~7월 누계 수출량은 36,880톤이며, 월평균 5,268톤으로 SMM의 기존 예측과 일치한다. SMM은 2026년 연간 REPM 수출 전망치를 약 61,600톤으로 유지하며, 이는 전년 대비 약 7% 증가한 수치다.