As a strategically critical material, the development of the rare earth industry has attracted significant attention. Recently, China has witnessed major progress in both policy supervision and technological innovation within the rare earth sector, injecting strong impetus into the high-quality development of the rare earth industry.

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n terms of policy supervision, the whole-industry-chain management and control system has been continuously improved, building a solid barrier for industrial security. On October 9, 2025, the Ministry of Commerce issued a new regulation, incorporating technologies for five key links (including rare earth mining and smelting separation) and operation and maintenance services of production lines into the scope of export controls. Meanwhile, it clearly stipulated that the transfer of core technical data related to magnet manufacturing (such as samarium-cobalt and neodymium-iron-boron magnets) must obtain official approval. Notably, the simultaneously implemented overseas item traceability mechanism requires that overseas rare earth products containing more than 0.1% of China-originated technology must apply for an export license. This measure effectively plugs the loophole of third-party re-export and further strengthens the management and control of rare earth technologies and products. Prior to this, in July, the "Interim Measures for the Management of Total Quota Control on Rare Earth Mining and Smelting Separation" was officially launched, specifying that three ministries would jointly formulate annual control indicators and requiring relevant enterprises to be included in the traceability system and strictly fulfill data security obligations, thus ensuring the orderly development of the rare earth industry from the source.