A milestone breakthrough has been achieved in the construction of technical standards. On March 25, the world's first group standard for geomagnetic energy power generation equipment (T/SZS 4133-2026) was officially released in Shenzhen. Drafted by Datong World Magnetoelectric Technology and a number of institutions, it defines geomagnetic energy power generation equipment for the first time and puts forward the core index of "pure magnetoelectric magnetic growth rate". This standard fills the international gap, solves the long-standing problems of vague technical definition and unquantifiable efficiency, promotes the transformation of geomagnetic energy, a zero-carbon and all-weather power generation technology, from concept to industrialization, and provides a new path for the new energy system. At the same time, the standards for automotive-grade and industrial-grade magnetic components are continuously upgraded, and the high-efficiency and high-reliability product specifications adapting to 800V high-voltage platforms, AI servers and other scenarios are gradually improved.
The iteration of core technologies focuses on high efficiency, low consumption and high-end. In the field of permanent magnet materials, the low/no heavy rare earth technology has achieved mass production breakthroughs. Through grain boundary diffusion and grain refinement processes, leading enterprises have reduced the consumption of heavy rare earths such as dysprosium and terbium by 60%-70%. High-grade N52 and 180℃ high-temperature resistant magnetic materials are stably supplied, achieving dual optimization of cost and performance. Soft magnetic materials are evolving towards high frequency, low loss and high integration, and products such as nanocrystalline and metal magnetic powder cores have an increasing penetration rate in photovoltaic inverters, energy storage PCS and charging piles. On the application side, enterprises such as Mingpu Optoelectronics and Magnetics have launched automotive-grade magnetic components, adapting to the 800V high-voltage platform of new energy vehicles, solving the pain points of multi-channel current detection and efficient energy conversion; Hanwei Magnetoelectric has obtained the invention patent of magnetic template, and its 1-second fast clamping technology helps the flexible production upgrade of injection molding and stamping industries.
The market scale and application structure are continuously optimized. In 2026, the scale of China's magnetoelectric materials market is expected to reach 258 billion yuan, with a compound annual growth rate of 11.2%. New energy vehicles and wind power are the core growth engines. The consumption of high-performance neodymium-iron-boron per new energy vehicle has increased to 2.8 kilograms, and the penetration rate of direct-drive permanent magnet wind turbines has increased to 52%. The demand for 5G communication, industrial automation and AI servers has surged, and charging piles and smart meters have driven the explosion of the anti-DC current transformer and Type B current transformer market. The green transformation of the industry is accelerating. Leading enterprises have built "zero-carbon factories", with a waste recycling rate of over 95% and continuously optimized energy consumption indicators.
Looking to the future, the magnetoelectric industry will show three clear development trends. First, the in-depth upgrading of technological integration. The in-depth integration of AI, big data and magnetoelectric technology will greatly improve the efficiency of material formula research and development and the stability of production processes, promote the performance of magnetic materials to break through towards higher precision, higher temperature resistance and lighter weight, and accelerate the commercialization of cutting-edge technologies such as geomagnetic energy and magnetic levitation. Second, the continuous deepening of domestic substitution. With the breakthroughs of local enterprises in core processes and high-end products, the domestic substitution rate of automotive-grade and aerospace-grade magnetic components will increase to more than 60% in the next 3-5 years, breaking the technological monopoly of overseas enterprises. Third, the continuous expansion of application scenarios. In addition to traditional core fields, magnetoelectric technology will extend to emerging fields such as quantum communication, medical equipment and deep-sea exploration, forming new growth poles. At the same time, green and low carbon will become the core background of the industry's development, and low-energy consumption production and waste recycling will become the core competitiveness of enterprises.
In general, 2026 is a key node for the high-quality development of the magnetoelectric industry. The improvement of standards, technological breakthroughs and the expansion of scenarios have injected strong momentum into the industry. In the future, the industry will continue to shift from scale expansion to value improvement, becoming a key force supporting the development of new energy, intelligent manufacturing and digital economy, and its global industrial competitiveness will be continuously consolidated.
