China Northern Rare Earth
About
About China Northern Rare Earth
China Northern Rare Earth operates across light rare-earth feedstocks, magnetic alloys and downstream magnet ventures in Baotou. In 2025 it reported 100,000 tonnes of annual magnetic-alloy capacity and completion of a 5,000-tonne-per-year rare-earth permanent-magnet project through Antai North, while a further 50,000-tonne alloy expansion remained under construction.
The group is also a long-term raw-material supplier to JL MAG. Its robotics exposure extends into magnet projects aimed at robot and intelligent-equipment demand and research on miniature permanent-magnet motors for humanoids. Those programmes sit inside a diversified listed materials group and do not establish a delivered humanoid component or named robot customer.
Operations
Operating milestones
- Operating milestone
2026-09-26 - China Northern Rare Earth reported completion of Antai North’s 5,000-tonne-per-year rare-earth permanent-magnet industrialisation project. - Antai North rare-earth permanent-magnet industrialisation project
Source
Supply
Supply chain relationships
- JL MAG Rare-Earth
Outbound - materials and robotics supply chain - China Northern Rare Earth supplies light rare-earth raw materials to JL MAG under a long-term agreement
Source
Financials
- 600111.SS - SSE - CNY
Timeline
Events
- 2025-09-03 - Production Milestone - China Northern Rare Earth reports completed 5,000-tonne magnet project
A separate 3,000-tonne-per-year high-performance NdFeB project through Northern Zhaobao was intended for high-end motors, robots and intelligent equipment. Magnetic-alloy capacity stood at 100,000 tonnes per year, with a new 50,000-tonne strip-cast alloy project under construction. Its research programme included miniature rare-earth permanent-magnet motors for humanoid applications.
Source
Context
Comparable profiles
- China Rare Earth Group
comparable profile - Robotics Material Chemical Supplier
- Hi-Q MAG Co., Ltd.
comparable profile - Magnetic Component Supplier
- KCM Industry Co., Ltd.
comparable profile - Robotics Material Chemical Supplier
- JS Link
comparable profile - Magnetic Component Supplier
- Arnold Magnetic Technologies
comparable profile - Magnetic Component Supplier
- ZHmag
comparable profile - Magnetic Component Supplier
- NS World Co., Ltd.
comparable profile - Robotics Material Chemical Supplier
- Vulcan Elements
comparable profile - Magnetic Component Supplier
Shared workflows
- SeAH Besteel
workflow adjacency - Robotics Material Supply
Context tags
- Robotics material and chemical supplier - Peer Group - https://paper.cnstock.com/html/2025-09/03/content_2115900.htm — reviewed exact source supports this bounded company context.
- Robotics material supply - Workflow - https://www.jlmag.com.cn/wap-en/about.php?cid=76 — reviewed exact source supports this bounded company context.
- Magnetic component supplier - Peer Group - https://paper.cnstock.com/html/2025-09/03/content_2115900.htm — reviewed exact source supports this bounded company context.
- Magnet component supply - Workflow - https://paper.cnstock.com/html/2025-09/03/content_2115900.htm — reviewed exact source supports this bounded company context.