Highlights
- CREIA Vice Chairman Lin Anli led a delegation to 12 member companies in Ganzhou, Jiangxi Province on October 11–12, 2026.
- The visited companies span NdFeB scrap recycling, phosphor recovery, heavy rare earth metallurgy, and permanent magnet materials.
- No new investments, production targets, or regulatory measures were announced during the visits.
- REEx analysis warns Western investors that China's rare earth strength lies in deep industrial ecosystems, not just primary processing capacity.
- Announced recycling capacity does not confirm profitable operations; investors need verified feedstock volumes and recovery rates.
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