Dual-track resonance: New energy + military industry, the "blazing engine" for the explosive growth of rare earth demand

New Energy Sector: From Electric Vehicles to Energy Storage, Rare Earths Become the "Efficiency Driver" ​​

The global penetration rate of new energy vehicles has exceeded 20%, and solid-state batteries with high energy density and fast charging performance are moving from the laboratory to mass production. Meanwhile, rare earth permanent magnet synchronous motors remain the "optimal solution" for efficient power transmission - high-performance versions of Tesla Model 3 and high-end models of BYD's "Han" series all list rare earth magnetic materials as standard for their motors, as they can increase motor efficiency to over 97% (compared to 85%-90% for traditional motors). Additionally, the annual growth rate of wind power installations exceeds 10%, and the "heart" of wind turbines, the rotor, also relies on rare earth permanent magnet materials. In the energy storage field, solid-state batteries doped with rare earths are accelerating research and development, with energy density 30% higher than traditional lithium batteries, and are expected to become the "ceiling" of next-generation energy storage. 

Military Sector: From Ammunition to Precision Equipment, Rare Earths Become the "Performance Lever" ​​

In modern warfare, the "accuracy" and "protection" of weapons and equipment directly determine the outcome. Antimony-based alloys are not only used in bullets and artillery shells but also in tank armor - composite armor containing 3%-5% antimony can increase anti-penetration capability by 25%, making it the "standard protection" for main battle tanks. Rare earth elements lanthanum and cerium are used in radar components and precision optical instruments: lanthanum series elements can enhance the anti-interference ability of radars, extending the detection range of fighter aircraft radars by 20%; cerium-based materials can increase the light transmission rate of optical lenses, maintaining clear imaging even at night or in bad weather. With the global geopolitical situation becoming tense, defense budgets of various countries are tilting towards equipment upgrades (such as the US 2025 National Defense Authorization Act adding a $5 billion equipment modernization fund), and the "military attributes" of rare earths have been fully activated.