Highlights

• Liu Peixun leads a political study session reinforcing Xi Jinping's ideological directives within CNRE's hydrogen storage subsidiary.
• CNRE is strategically positioning its hydrogen business as a key pillar under the upcoming 'Five-Year Plan'.
• China is embedding political loyalty and ideological control into core industrial sectors, creating a vertically integrated state-aligned system.

China Northern Rare Earth (CNRE) continues to fuse Communist Party discipline with industrial strategy. In a recent high-level intervention, Liu Peixun—Party Secretary and Chairman of CNRE, and Vice General Manager of parent firm Baogang Group—personally led a political study session and delivered a themed Party lecture at CNRE’s hydrogen storage subsidiary.

The focus is on the strict implementation of central Party directives and the ideological alignment of all corporate operations with the vision of General Secretary Xi Jinping. Liu used the forum to oversee grassroots compliance with the “Eight Central Regulations,” Beijing’s mandate to reinforce Party discipline and eliminate bureaucratic slack. His lecture, titled “Understanding the Truth and Logic Behind the Six Sentences,” reinforced Xi’s demands for integrity, ideological unity, and work ethic across Inner Mongolia’s industrial zones.

Key mandates included:

• Deepening ideological education to internalize Xi’s commentary on Party conduct reform;
• Turning inward to identify ideological and productivity obstacles hindering high-quality development;
• Strengthening accountability so that “doing nothing, doing little, or doing badly” is no longer tolerated;
• Using the hydrogen business as a strategic pillar of CNRE’s long-term plan under the upcoming “15th Five-Year Plan”;
• Accelerating efforts to make CNRE a “world-class rare earth champion.”

This is not merely an internal Party affair—it’s a strategic industrial signal. China is embedding ideological control and political loyalty into the core of its rare earth and hydrogen sectors, with CNRE’s hydrogen unit positioned not as a side project but as a state-aligned growth engine under top-down Party oversight.

CNRE operates within a vertically integrated, ideologically disciplined system that synchronizes workforce, planning, and technology with national objectives. Unless Western nations find ways to match this level of coordination, without abandoning democratic principles, they risk long-term dependence on a politically loyal and globally ambitious Chinese supply chain.

Rare Earth Exchanges, in addition to chronicling the evolving, nascent “ex-China” rare earth element supply chain, carefully tracks the major state-backed companies dominating the global market today.

Source:

China Northern Rare Earth Group (北方稀土) official release (opens in a new tab), June 2025.