稀土市场风起云涌：美企合作促发展，中国管制固优势

Group 1 - The A-share rare earth permanent magnet sector experienced a strong surge, with stocks like Antai Technology and Zhongkuang Resources seeing significant increases in their share prices [1] - Critical Metals has entered a strategic supply agreement with REalloys Inc., committing to supply 15% of the annual rare earth concentrate output from its Tanbreez project in Greenland [3] - The U.S. government is actively working to rebuild its domestic rare earth supply chain, aiming for complete independence in rare earth supply [5] Group 2 - The new export control regulations from the Chinese government require licenses for non-controlled items if they are known to be used for overseas rare earth activities, aiming to maintain national resource security [6] - The A-share rare earth permanent magnet sector includes 58 stocks, with Northern Rare Earth being the largest supplier of light rare earth products, holding significant mining rights [7] - Companies like Jieli Permanent Magnet are leading in high-performance neodymium-iron-boron permanent magnet materials, with substantial production capacity and strong customer relationships in the electric vehicle and home appliance sectors [7]