招商策略：建议重点关注整个稀土板块 尤其是小型稀土企业

Core Viewpoint - The issuance of the "Interim Measures for Total Quantity Control Management of Rare Earth Mining and Separation" indicates that non-large rare earth enterprises can now obtain rare earth quotas, which is a shift from the draft version that specified large rare earth groups only [1] Group 1: Policy Changes - The final version of the policy removed the stipulation for "large rare earth group enterprises," allowing other rare earth companies to access rare earth quotas [1] Group 2: Investment Recommendations - It is recommended to focus on the entire rare earth sector, particularly small rare earth enterprises, due to the new policy changes [1]