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Inner Mongolia Baotou Steel Union (SSE: 600010) is an integrated steelmaker in Baotou, Inner Mongolia, that also runs the beneficiation lines for ore from Bayan Obo. Its 2024 annual report names three main products: steel (plate, pipe, rail, sections, wire rod), rare-earth concentrate and fluorite concentrate.
Named counterparties identified by open-source research and written only where a primary source states the relationship — never inferred from sector or co-mention. 1 customer-side. This is a partial view: it covers the relationships we could evidence, not the company's full supply base.
Related-party trade in rare-earth concentrate: 419,800 t (dry, REO=50%) traded in 2024, priced quarterly. Report gives no value or share of sales.
Scope. Absence of a counterparty here is not evidence that none exists — most commercial sourcing is confidential and never becomes public. Rows without a share figure mean no share was disclosed, not that the relationship is small.
2 other tracked dossiers name this company as a counterparty in its own sourced disclosure — this platform never wrote these rows on this company's own page, they are read here inverted from the dossier that disclosed them. This is a partial view: 1004 additional named-counterparty rows across the corpus could not be matched to a tracked dossier by name at all (mostly non-Latin legal names), so the true count is higher than what renders here.
The Bayan Obo chokepoint as an audited procurement line — RMB 9,417,453,148.62 under a standing RMB 12.0bn contract, at negotiated intra-group agreement price. FY2024: RMB 8,548,424,689.57, also 100.00 percent.
Scrap steel, alloys, slag, chemicals, motors RMB 412,972,875.85 plus services and freight RMB 673,028,845.81 — by-products and services, not rare-earth product.
Scope. This section is inverted evidence: each linked dossier wrote the original row about itself, describing its own relationship to this company. It is never a claim this company itself disclosed. Absence here is not evidence of no relationship — most of the corpus has no named-counterparty block at all yet.
This company sits on the supply side for 3 of its 3 materials — a restriction on those is a tailwind, not a headwind.
Dossier discloses a neodymium exposure with no Dy/Tb/Sm tag and a sector where doping is not the rule — whether this company's magnets are Dy/Tb-doped is not on record. Resolved by a disclosed magnet grade, or a named magnet supplier in named_counterparties.
A61's suspension (Announcement 70) lapses 10 Nov 2026 — on the plain text, controls revive automatically. The US DoD CN/RU/IR/KP sourcing bar follows 1 Jan 2027. See the underlying extraterritorial export-control action. We supply the provenance file; we never compute your ratio for you.
As a producer, policy pressure across its produced materials is flat.
Descriptive trend in official policy actions on this company’s materials — a policy-pressure trend, not a price or trading signal. No forward probability is implied. Direction is measured on actions we have discovered, and discovery lags events: where the recent window is too thin to support a calm reading, the row says coverage-limited instead of easing.
🇰🇷 KR accounts for 100% of severity-weighted pressure.