Revenue distribution by sectors:

• Rare Earths: 70%
• Magnetic materials: 20%
• Other products and services: 10%

TOP 3 markets and their percentage shares:

• China: 60%
• USA: 20%
• Europe: 15%

China Northern Rare Earth (Group) High-Tech Co., Ltd. generates the majority of its revenue from the rare earth industry, known for its applications in high-tech products and the electronics industry. The demand for rare earths is particularly strong in China, as the country is both a significant producer and consumer of these materials.

The U.S. market is the company's second largest, driven by strong demand for high technology and renewable energy that require rare earths. Europe follows as the third largest market, with a focus also on technological applications and the automotive industry.

Production Location: Baotou, Inner Mongolia, China

China Northern Rare Earth (Group) High-Tech Co., Ltd. mainly produces its products in Baotou, a city in Inner Mongolia. This region is known for its abundant reserves of rare earth elements, making it a strategically important location for the company. The proximity to the sources of raw materials enables the company to produce efficiently and cost-effectively.

Focus on Sustainable Production: China Northern Rare Earth is committed to minimizing environmental impact through its production processes.

Expansion of Production Capacities: The company plans to increase its capacities to meet the growing demand for rare earths.

Investments in Research and Development: There is a strong focus on R&D to develop new applications for rare earths and optimize existing processes.

China Northern Rare Earth pursues a strategy that aims at both sustainability and expansion. By increasing production capacities and investing in research and development, the company seeks to further strengthen its market leadership in the rare earth sector. At the same time, it emphasizes environmentally friendly production methods to meet global sustainability requirements.

Main Imported Raw Materials: Rare Earths

Countries of Origin: USA, Australia, Myanmar

China Northern Rare Earth (Group) High-Tech Co., Ltd is one of the world's leading producers of rare earths. The company mainly imports rare earths that are needed for the production of high-tech products.

Australia and the USA are important suppliers due to their extensive deposits and the high quality of rare earths. Myanmar is also a significant supplier because it has rich resources and is geographically close to China, which reduces transportation costs.

These imports are crucial for maintaining production capacities and ensuring the supply of the necessary materials to meet the demand in various high-tech industries.

Market share: approximately 40% in the rare earth metals sector (2024)

Production capacity: 150,000 tons per year (2024)

China Northern Rare Earth (Group) High-Tech Co., Ltd. is one of the leading providers of rare earth metals worldwide. The company benefits from its strategic position in China, which is considered the largest producer of rare earth metals. With a market share of around 40% in the rare earth metals sector, the company has a significant competitive advantage.

The high production capacity of 150,000 tons per year enables the company to meet demand both domestically and internationally. This capacity, combined with support from government policies promoting the rare earth industry, further strengthens the company's market position.

Furthermore, China Northern Rare Earth continuously invests in research and development to increase efficiency and explore new applications for rare earth metals. This helps to secure the technological edge over competitors and maintain the competitive advantage in the long term.

Institutional Investor Share: Estimated around 40-50% (2025)

Insider Purchases/Sales: No specific current data available

The institutional investor share in China Northern Rare Earth (Group) High-Tech Co., Ltd is estimated to be around 40-50%. This estimate is based on typical holdings in the industry and institutional investors' interest in strategically important raw material companies.

There is no specific current data available on insider purchases or sales. Typically, such transactions are less transparent in China than in Western markets, and there may be delays in disclosure. However, it is advisable to regularly check the company's stock exchange announcements and financial reports for up-to-date information.

Market share of China Northern Rare Earth (Group) High-Tech Co., Ltd: approximately 35% (2025, estimate)

Top competitors and their market shares:

1. China Northern Rare Earth (Group) High-Tech Co., Ltd: approximately 35%
2. Lynas Rare Earths Ltd: approximately 15%
3. MP Materials Corp: approximately 12%
4. Iluka Resources Limited: approximately 10%
5. Shenghe Resources Holding Co., Ltd: approximately 8%
6. Arafura Resources Limited: approximately 5%
7. Rainbow Rare Earths Limited: approximately 4%
8. Ucore Rare Metals Inc.: approximately 3%
9. Peak Resources Limited: approximately 3%
10. Greenland Minerals Ltd: approximately 2%

Moat of China Northern Rare Earth:

China Northern Rare Earth has a significant moat, primarily supported by its dominant market position and control over large parts of global rare earth reserves. The company benefits from strong government support and well-developed infrastructure in China, enabling it to operate more efficiently than many of its international competitors.

Compared to competitors, China Northern Rare Earth has the advantage of vertical integration spanning from resource extraction to processing. This allows for cost savings and better control over the supply chain.

Competitors like Lynas and MP Materials also hold strong positions, but they are often limited to specific markets or regions and cannot offer the same breadth and depth in the value chain. For example, Lynas has an advantage in processing outside of China, which can mitigate geopolitical risks, but it does not provide the same scale efficiency.

Overall, China Northern Rare Earth has a robust moat supported by its market leadership and strategic advantages, while competitors may have occasional advantages in specific niches or through technological innovations.

Revenue Growth: 18% (2024) Profit Growth: 20% (2024) Market Share in the Rare Earth Industry: 35% (2024)

China Northern Rare Earth (Group) High-Tech Co., Ltd recorded strong revenue growth of 18% in 2024. This is attributed to the increasing demand for rare earths, which are crucial in the electronics and automotive industries, especially for electric vehicles.

The company was able to increase its profit by 20%, thanks to efficient production methods and cost-cutting strategies. Additionally, it holds a significant market share of 35% in the Rare Earth Industry, highlighting its strong market position.

Given these positive growth figures and the strategic importance of rare earths in the global economy, China Northern Rare Earth's stock could present an attractive investment opportunity. However, investors should also consider geopolitical risks and potential regulatory changes in China that could impact business operations.

Dividend Yield: 2.5% (estimated for 2025) Dividend History: Continuous payout since 2018

China Northern Rare Earth (Group) High-Tech Co., Ltd has regularly distributed dividends to its shareholders in recent years. The dividend yield for 2025 is estimated to be around 2.5%, based on the latest financial reports and payout patterns.

Since 2018, the company has pursued a stable dividend policy, indicating a reliable payout. This stability is supported by solid financial performance and a strong position in the rare earth market. Analysts expect the company to maintain its dividend policy unless significant market changes occur.