Highlights
- Baogang Group broke ground on a 127,000-square-meter rare earth science and technology innovation platform in Baotou on August 30.
- The project centers on upgrading the Baotou Research Institute of Rare Earths to strengthen R&D, tech transfer, and commercialization across all rare earth categories.
- Baotou's 2026 agenda includes full-element development, a second 100,000-ton-class green smelting project, and expanded magnet capacity.
- China's rare earth advantage extends beyond mining and separation to feedback loops between researchers, processors, equipment suppliers, and customers.
- No capex figure, completion date, or specific technology milestone was disclosed, making this strategic capacity-building rather than a production breakthrough.
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