Zhong Guo Neng Yuan Wang·2025-08-27 01:46Core Viewpoint - The newly released "Interim Measures for the Total Control Management of Rare Earth Mining and Separation" aims to strengthen the management of rare earth mining and separation in China, incorporating both imported and processed rare earth products into the total control framework [1][2][3]. Summary by Relevant Sections Total Control Management - The total control direction remains unchanged, with a significant emphasis on including imported and processed rare earth products in the total control management [3]. - The Ministry of Industry and Information Technology, in collaboration with the Ministry of Natural Resources and the National Development and Reform Commission, will formulate annual control indicators based on various factors such as economic development goals and ecological protection [3]. Production Enterprises - The identification of rare earth production enterprises will be determined by the Ministry of Industry and Information Technology and the Ministry of Natural Resources, restricting other organizations and individuals from engaging in rare earth mining and separation [3]. Traceability System - Rare earth production enterprises are required to establish a tracking system for the flow of rare earth products, ensuring accurate records and monthly reporting to the relevant authorities [4]. - The implementation of the traceability system is expected to regulate the industry and eliminate illegal activities related to "gray and black rare earths" [4]. Investment Recommendations - The current optimization of the supply side in the rare earth sector, particularly the inclusion of separation plants under management, is expected to enhance supply-side integration [4]. - A long-term perspective is recommended for viewing upstream rare earth companies, with a focus on major players such as Northern Rare Earth, China Rare Earth, and Guangxi Nonferrous [5].