中国稀土磁铁对美出口量创半年来高点

Core Viewpoint - China's rare earth magnet exports to the US in July reached 619 tons, marking a year-on-year increase of 5% and a month-on-month increase of 76%, the highest level in six months, driven by US-China negotiations [2][7]. Group 1: Export Data - In July, China's total rare earth magnet exports amounted to 5,577 tons, reflecting a year-on-year growth of 6% and a month-on-month increase of 75%, returning to levels comparable to the previous year [4]. - The largest export destination for rare earth magnets was Germany, with 1,115 tons exported, showing a year-on-year decrease of 3% but a month-on-month increase of 46% [4]. - Exports to Japan were recorded at 232 tons, indicating a slow recovery, but when including semi-finished products like magnetic powder and alloys, total exports to Japan exceeded the previous year's level at 686 tons [4]. Group 2: Market Dynamics - Exports to India surged to 418 tons, a year-on-year increase of 60%, reaching approximately 2.4 times the previous month [7]. - China's share in global rare earth production is about 70%, with over 80% of the global rare earth magnet market being produced in China [7]. - Due to China's strengthened export restrictions on rare earth magnets, some US factories, including those of Ford, were forced to suspend operations [7].