Zhi Tong Cai Jing·2025-10-09 14:25Core Viewpoint - The strong performance of rare earth stocks is driven by new export control measures implemented by the Chinese government to safeguard national security and interests, particularly against illegal acquisition of rare earth technologies by foreign entities [1] Group 1: Stock Performance - Critical Metals (CRML.US) surged over 19% - United States Antimony (UAMY.US) and Energy Fuels (UUUU.US) increased by more than 9% - American Resources (AREC.US) and MP Materials (MP.US) rose over 4% [1] Group 2: Government Actions - The Ministry of Commerce has organized a special action to combat the smuggling and illegal export of strategic minerals, achieving positive results this year - Authorities have identified foreign organizations and individuals illegally obtaining rare earth technologies from China for military and sensitive applications, posing significant threats to national security [1] Group 3: Export Control Measures - The Chinese government has decided to implement export controls on rare earth-related technologies after careful evaluation - Clear regulations have been established for Chinese organizations and individuals engaged in related activities to better protect national security and fulfill international obligations [1]