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JIUJU's Magnet Industry News] China rare earth ore import data analysis in November 2025

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According to the General Administration of Customs and relevant customs statistics, the trend of China's rare earth import market in May-November 2025 shows obvious fluctuation: the import volume of unlisted rare earth oxides touched the historical high in May, and then the overall trend is gradually downward; rare earth metal ores imported from the United States, has experienced a “downturn - Rare earth metal ores imported from the U.S. experienced a ”downturn - short-term recovery - imports continued to zero" fluctuation process; carbonate rare earth imports are highly dependent on Malaysia, the same period of import fluctuations characterized by significant.

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In the category of unlisted rare earth oxide imports, total imports in May climbed to9076 tonsIn June, the import volume of this category dropped to 6927 tons, with the source structure still dominated by Myanmar and the import volume reached 5678 tons, while the import volume of Laos dropped to 1004 tons. In June, the imports of this category fell back to 6927 tons, the source structure is still dominated by Myanmar, imports of 5678 tons, Laos imports fell to 1004 tons. 7-11 months, the import of unlisted rare earth oxides continued to fluctuate: July imports of 3626 tons, of which 2,198 tons of Myanmar, Laos 1258 tons, a year-on-year drop of 15.11 percent. TP3T; in August, the import of 3373 tons, Myanmar supplies dropped to 1630 tons, and Laos supplies increased to 1517 tons; in September, the import volume rebounded to 4909 tons, Myanmar supplies rebounded to 3803 tons, and Laos supplies fell back to 839 tons; in October, the import of 3972 tons, 2557 tons in Myanmar, and 1278 tons in Laos; in November, the import of 4346 tons, 3187 tons in Myanmar, and 1003 tons in Laos. tons. It is worth noting that Malaysia's share of imports in this category has remained stable, with imports in all months in the130-150 tonsInterval.

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Rare earth metal ore import trends, highlighting theSignificant U.S.-China trade linkagesThe import of rare earth metal ores from the United States in May fell to 1072 tons. Affected by trade friction factors, China's imports of rare earth metal ores from the United States in May fell to 1072 tons, compared with 3744 tons in April, a substantial reduction; into June, imports of this category from the United States further fell to zero. July imports from the United States briefly rebounded, reaching 4719 tons, an increase of 36.7%, but since then August to November, imports of rare earth metal ores from the United States continue to be zero imports. Imports from the U.S. rare earth metal minerals imports continue to be in a state of zero imports.

From the perspective of other import sources, there is no relevant import data disclosure in August; no specific import source is marked in September; in October, the import sources are from Burundi and Nigeria, with a total import volume of 164 tons; in November, the import sources are Madagascar and Nigeria, with a total import volume of 223 tons. Statistics show that as of September, China's imports of rare earth metal ores from the United States totaled 23,485 tons, a decrease of 19,780 tons compared with 43,238 tons in the same period last year.

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In the import market of rare earth carbonate, Malaysia occupies the dominant supply position. 2025 May imports of this category were 896 tons, June imports of 882 tons, roughly the same as the data in May; July imports fell to 599 tons, August rebounded to 941 tons, October imports of 651 tons, of which Malaysia contributed to 641 tons, accounting for more than 98%. September imports of carbonic acid rare earths changed the pattern, imports of 137 tons, the source shifted to Brazil; November imports further fell to 21 tons, the source from India, the import scale hit the lowest in the past seven months. Changes in the pattern of imports of rare earth carbonate in September, imports of 137 tons, the source of Brazil; November imports fell further to 21 tons, the source of goods from India, the scale of imports hit the lowest level in the past seven months.

In terms of export, China's rare earth permanent magnet export volume reached 3724 tons in June, a substantial increase from 1744 tons in May, but a drop from 5700 tons in the same period last year, and the overall export performance is not as good as that of the same period last year. From a comprehensive point of view, the structure of China's rare earth imports from May to November 2025 remains relatively stable: the core supply of unlisted rare earth oxides is concentrated in Southeast Asia, mainly in Myanmar and Laos; imports of carbonate rare earths are dominated by Malaysia; the sources of imports of rare earth metal ores show a diversified complementary trend, and the changes in the trade situation between China and the United States have a more prominent impact on the imports of rare earth metal ores. prominent.

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