This week, the sintered neodymium iron boron industry has witnessed multiple key developments, with policy regulation and market demand forming a dual driving force. From December 4th to 5th, the first batch of general export licenses for rare earth permanent magnets in China were issued. Leading enterprises such as Jinli Permanent Magnet and Zhongke Sanhuan were approved. This policy maintains the stability of the global supply chain through precise authorization, rather than a complete relaxation of control.

In terms of price, the prices of core raw materials praseodymium and neodymium continued to rise. The price of praseodymium neodymium oxide rose by 2.19% to 585,000 yuan per ton for the week, and the price of metallic praseodymium neodymium exceeded 700,000 yuan per ton, driving the price of sintered neodymium iron boron blanks to rebound simultaneously. The average price of the N35 model increased by 2.11%. The supply side has been affected by the strengthened control over rare earth production indicators, with some enterprises suspending production, leading to a tight spot situation. On the demand side, there is a strong demand in fields such as new energy vehicles and humanoid robots. A single Optimus robot requires 4 to 6 kilograms of high-end magnetic materials, further supporting prices.

From a technical perspective, Youyan's patents related to rare earths have been successfully implemented. By adding cerium oxide with dual particle sizes, the oxygen and carbon content of magnets can be reduced, thereby enhancing production efficiency. The industry as a whole is showing a favorable trend of "controllable policies, strong demand and technological upgrading", and the short-term price is expected to remain stable with a slight increase.