Refining & separation · China
China Northern Rare Earth
600111 CH Work there, own it, buy from it ↓
Rare-earth separation — holds How this is computedCount of bottlenecks on which this organisation is recorded as a producer, a holder of the capacity, or a supplier of a critical part.Method →Code → of the How this is computedCount of rows in the bottleneck corpus: every material plus every non-material chokepoint.Method →Code → bottlenecks tracked here.
Why graded so · Separation, not mining, is where the rare-earth chain actually narrows, and it narrows here.
Role cited from metalnomist.com ↗. The grade is this project’s judgement. Report an error
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01Chokepoints it holds
- Didymium (Nd-Pr) metal, magnet feedEstimate by Substrata, 2026-09-15: concentration 3 + substitution 2 + lead time 3 + inelasticity 2 = 10 of 12. Mining is spreading; separation and metal-making are still almost entirely Chinese, and licensed. Ferrite and induction motors substitute at a cost.Estimate, not a measurementconcentration 3 + substitution 2 + lead time 3 + inelasticity 2 = 10 of 12. Mining is spreading; separation and metal-making are still almost entirely Chinese, and licensed. Ferrite and induction motors substitute at a cost.By Substrata · 2026-09-15Supporting source →/123+2+3+2
Refine · Binding now
Other makers: Shenghe Resources CN, Lynas Rare Earths AU MY, MP Materials US, Neo Performance Materials CA EE, Solvay FR
Score = concentration + substitution + lead time + inelasticity, each 0–3, an analyst judgement dated 2026-09-15; open a score for its rationale and assessment. Makers are those the corpus records, not the whole market. No market-share figure is sourced, so none is shown.
02What has happened
About what it holds, not naming China Northern Rare Earth
- 2026-09-10Didymium (Nd-Pr) metal, magnet feed
China’s November export controls will test whether rare-earth refining and recycling outside it can scale. fastmarkets.com ↗
03Unread leads
Rare Earth Magnets: China's November 10 Deadline and US Gap Money Can't Close techtimes.com ↗
China’s looming November export controls test rare earth refining, recycling ambitions fastmarkets.com ↗
Rare Earth Trade Report (September 2026) silverado.org ↗
A Looming Rare Earth Shortage Threatens Critical Tech spectrum.ieee.org ↗
China rare earth export pause nears expiry mining-technology.com ↗
Pages the sweep found on these chokepoints. Nobody here has read them yet; they are not events and not evidence.
04What could loosen its grip
- Rare-earth-lean and rare-earth-free motorsreadiness
Motor designs that use less heavy rare earth, or none: ferrite magnets, wound rotors, and diffusion methods that place dysprosium only where it is needed.
Science · for Didymium (Nd-Pr) metal, magnet feed
Estimate by Substrata, 2026-09-15: Qualified and entering production. Grain-boundary diffusion is standard practice and rare-earth-free traction motors are in production; the trade-off is mass and efficiency, not feasibility.Estimate, not a measurementQualified and entering production. Grain-boundary diffusion is standard practice and rare-earth-free traction motors are in production; the trade-off is mass and efficiency, not feasibility.By Substrata · 2026-09-15Supporting source →/9
Readiness is the 1–9 technology-readiness scale, a dated judgement; open a figure for the reasoning and its source.
05Others at the same step of the chain
- Wacker ChemieElectronic-grade polysiliconChokepoint
- Hemlock SemiconductorElectronic-grade polysiliconChokepoint
- TokuyamaElectronic-grade polysiliconChokepoint
- OCIPolysiliconConcentrated
- Shenghe ResourcesRare-earth separation and tradingChokepoint
- ChalcoGallium from alumina refiningChokepoint
- HeraeusPrecious-metal refiningConcentrated
- Johnson MattheyPGM refiningConcentrated
- UmicorePGM refining and recyclingConcentrated
- LindeIndustrial and electronic gasesConcentrated
- Air LiquideIndustrial and electronic gasesConcentrated
- Air ProductsIndustrial gases and heliumConcentrated
- IceblickNeon and rare gasesConcentrated
- 5N PlusHigh-purity specialty metalsConcentrated
06Ways to take part
Not investment advice. This says how the public can reach a company — a job, its shares, its products — not whether anyone should. It takes no account of anyone’s circumstances, and a company holding a chokepoint is not a reason to own it. What this is not
- Work there
- It publishes its roles on its own careers page.Official careers page ↗
- Own part of it
- Its shares trade publicly as 600111 CH, bought and sold through a broker that reaches that exchange.600111 CH listing record ↗
- Buy from it
- What it does in the chain: Rare-earth separation. At this depth of the chain most sales are to other businesses, under contract. Its own page describes what it offers.Its own page ↗
07Hiring
Its roles are published on its own site, which Substrata links rather than reads. Official careers page ↗
08What this holds up
- Materials qualificationone turn: Years
makes Didymium (Nd-Pr) metal, magnet feed, which gates it.
Worst judgement on this loop: How this is computedThe highest severity score among the bottlenecks recorded as gates on the loop.Method →Code →, judged 2026-09-15 · this join is sourced
- Printed and machined partsone turn: Hours to days
makes Didymium (Nd-Pr) metal, magnet feed, which gates it.
Worst judgement on this loop: How this is computedThe highest severity score among the bottlenecks recorded as gates on the loop.Method →Code →, judged 2026-09-15 · this join is sourced
A loop is one design, build and measure turn. Severity is a dated judgement on a 0–12 scale, not a measurement, and the judgements are not added together — the figure shown is the worst single one.
09Sources
- metalnomist.com ↗ — its role in the chain: Rare-earth separation; Didymium (Nd-Pr) metal, magnet feed: refine
Discussion
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