Highlights

• Baogang Group has officially positioned rare earths as its core strategic identity, according to internal party discussions led by Chairman Meng Fanying.
• The company is designated as a lead force in building China's 'two rare earth bases' during the 15th Five-Year Plan (2026-2030).
• Focus on breakthrough technologies and new industrial applications.
• Integration between Baogang headquarters, Northern Rare Earth subsidiaries, and Baotou Rare Earth Research Institute signals coordinated execution of China's national rare earth dominance strategy.

As reported by Rare Earth Exchanges earlier this morning, fresh details (opens in a new tab) emerging from Baogang’s internal deliberations make one point unmistakably clear: rare earth elements are now the explicit core of Baogang Group’s strategic identity, not a supporting business line.

During a group discussion at the Third Plenary Session of the Ninth CPC Committee of Baogang Group, Party Secretary and Chairman Meng Fanying called on the company to “bravely shoulder its mission” and continuously deepen a strategic transformation centered on rare earths, aligning Baogang directly with China’s highest national priorities.

The discussion brought together executives and technical leaders from Baogang headquarters, Northern Rare Earth subsidiaries, and the Baotou Rare Earth Research Institute—signaling tight integration between corporate management, research, and downstream industrial execution.

According to Meng, Baogang’s rare earth leadership has strengthened materially over the past year, with multiple “world-first” projects, advances in digital and information control, and growing technological self-reliance.

Looking ahead to the 15th Five-Year Plan (2026–2030), Meng reaffirmed that Baogang will serve as a lead force in building China’s “two rare earth bases,” with emphasis on process optimization, breakthrough technologies, and new industrial applications. Incentive systems will be expanded to encourage experimentation—within strict compliance—underscoring a push for faster innovation without loosening state oversight.

For Western policymakers and industry observers, the message is direct: China is doubling down on rare earth-centered industrial control at scale, with Baogang at the center.

Disclaimer: This news item is based on reporting from Baogang Daily, a publication of a state-owned Chinese entity. Information should be independently verified before forming business, policy, or investment conclusions.

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