盛和资源：目前，稀土产业链下游用户主要在国内，公司出口业务营收占比较低

Group 1 - The company has a stable supply of raw materials from multiple channels, and its production operations are normal [1] - The company complies with legal regulations and industry policies for export activities, with some products requiring dual-use export licenses [1] - The revenue from the company's export business is relatively low, as the main customers in the rare earth industry chain are domestic [1] Group 2 - Concerns were raised about the impact of the cessation of business with MP Company on the company's operations and whether it would need to close production lines or reduce staff to control costs [2] - The company has not yet obtained the latest rare earth export licenses from the Ministry of Commerce, which may lead to difficulties in product sales, particularly for high-priced and profitable exports [2]