China’s NdFeB magnet output rose in 2025 as demand from new energy vehicles, industrial robots, energy-saving appliances, consumer electronics, and wind power remained strong. The latest production and sales data from leading Chinese magnet makers show that permanent magnet demand continued to expand across major downstream industries, reinforcing the market’s importance to the rare earth supply chain.
Major Chinese Magnet Producers Increase Output and Sales
China’s magnet sector reported broad growth in 2025, led by stronger production and sales of NdFeB permanent magnets. Anhui Earth Panda produced 4,127t of sintered NdFeB magnets in 2025, up 24.8% from a year earlier, while sales rose by 24.16% to 4,014t. The company’s inventories also increased by 38.94% to 403t, suggesting both stronger production and some stock build.
Bonded NdFeB producer Galaxy Magnets also posted gains. Its 2025 output rose by 4.98% to 3,606t, while sales increased by 5.11% to 3,519t. Inventories of rare earth permanent magnetic materials climbed by 17.98% to 571t over the same period.
Sinomag, a major producer of permanent and soft magnets, reported that output of wet-pressed magnet tiles rose by 9.34% to 44,992t in 2025, while sales increased by 7.3% to 44,901t. Its stocks reached 8,955t, up slightly by 1.03% from the previous year. Yantai Zhenghai Magnetic Materials also reported a sharp rise in production of magnetic materials that contain no heavy rare earths, up 137% year on year, highlighting growing market interest in lower heavy rare earth dependence.
EVs, Appliances and Robots Support Magnet Demand Growth
Strong downstream demand was the main driver behind China’s higher magnet output in 2025. New energy vehicles remained the most important growth engine. China’s NEV sales rose by 28% year on year to 16.49mn units in 2025, supported by continued electrification and policy backing. Although growth is expected to slow in 2026, projected sales of 19mn units would still represent a large base for traction motor magnet demand.
Home appliances also provided stable support. China’s air-conditioner sales rose by 0.7% in 2025 to 267mn units, while inverter air-conditioner sales were around 187mn units, slightly higher than a year earlier. Inverter systems are an important source of permanent magnet consumption because of their efficiency requirements.
Industrial robots added another strong demand pillar. China’s robot output rose by 28% to 773,074 units in 2025, reflecting continued investment in factory automation and advanced manufacturing. That trend is commercially important for the rare earth magnet market because robots rely on high-performance motors and precision magnetic components.
Wind Power Expansion Strengthens Long-Term Magnet Demand
Wind power remained another major support for China’s magnet market in 2025. China’s cumulative installed wind power capacity reached around 640GW by the end of the year, up 23% from the previous year. Offshore wind capacity climbed to about 47GW, with 6.59GW of newly installed offshore capacity during January-December 2025.
The global wind market also expanded. Newly installed wind power capacity is estimated to have reached 150GW worldwide in 2025, well above 120GW in 2024 and 121GW in 2023. Global cumulative wind capacity is estimated at 1,320GW by the end of 2025.
This matters because offshore wind projects continue to adopt direct-drive permanent magnet technology, which supports demand for high-performance NdFeB magnets. As a result, stronger wind installations in China and globally could continue to support rare earth magnet consumption and keep attention on upstream feedstock availability.
SuperMetalPrice Commentary
China’s higher NdFeB magnet output in 2025 confirms that demand growth is still being led by electrification and automation rather than by one single sector. EVs, robots, and wind power are now reinforcing each other as structural demand drivers for rare earth permanent magnets.
The key market question is whether magnet output growth will continue to outpace rare earth feedstock supply. If downstream demand stays firm, the sector could keep tightening attention on neodymium, praseodymium, and high-performance magnet material availability.
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