姚成章表示，稀土管制政策加码：根据商务部发布的2025年第61号公告，公布对境外相关稀土物项实施 出口管制的决定；发布的2025年第62号公告，公布对稀土相关技术实施出口管制的决定，其核心内容为 对含中国成分的部分境外稀土相关物项实施出口管制。新规明确军事用途出口原则上不予许可，而用于 14纳米及以下逻辑芯片、256层及以上存储芯片研发生产，以及潜在军事用途人工智能研发的相关出口 申请，需逐案审批。相关条款中，原产于中国的物项即日起执行，其余部分自12月1日起实施。与此同 时，商务部发布的第61号公告创新性地引入了"长臂管辖"机制。境外组织和个人在向中国以外的其他国 家和地区出口含中国稀土成分的物项或使用中国稀土技术前，需获得中国商务部颁发的两用物项出口许 可证件。目前我国对稀土行业出口管制不断加码，稀土战略矿产地位不断凸显。 稀土板块供给刚性：供给端来看，我国稀土储量占全球超过50%，产量占全球70%以上。国内稀土供给 端主要依赖工信部下发的分离冶炼指标，2021年开始，新能源车等领域需求快速增长，稀土指标整体增 幅较大，2021、2022、2023年增速均在20%以上。尤其在2023年，首次发布第三批指标 ...

Group 1 - The G7 finance ministers are considering joint measures in response to China's planned export controls on rare earths, with discussions expected to take place during their meeting in Washington [1] - The U.S. Treasury Secretary emphasized the need for broader support beyond the G7, indicating a collective response involving allies such as Europe, Australia, Canada, India, and other democratic nations in Asia [1] - The G7 has reached a consensus to take action to protect their national and economic security interests against potential supply chain weaponization by China [1] Group 2 - China's Ministry of Commerce reiterated that the new export control measures are a normal action to improve its export control system and are not aimed at specific countries or regions [2] - Experts suggest that China's dominant position in the global rare earth supply chain makes it unlikely that the G7's collective actions will successfully challenge the existing market dynamics [2] - Analysts argue that the recent trade conflicts between the U.S. and China stem from unilateral actions by the U.S., and G7 countries should engage in equal negotiations with China to address their concerns without being misled by U.S. provocations [2]

Core Viewpoint - The recent export control measures on rare earths by China are a legitimate action based on legal regulations aimed at preventing illegal flows of rare earths to inappropriate uses, thereby safeguarding national and global security [1][2] Group 1: Export Control Measures - The controlled rare earth products include those already listed in China's export control list, such as rare earth magnetic materials and related components, as well as rare earth target materials [1] - The measures are not aimed at specific countries or regions; compliant export applications for civilian use will be approved [2] - China is committed to optimizing the licensing process and considering general licenses and exemptions to facilitate compliant trade [2] Group 2: International Relations and Reactions - The U.S. claims that China's measures will broadly impact various industries, including semiconductors and artificial intelligence, but China argues that this interpretation is exaggerated and misleading [1] - The U.S. has a long history of extraterritorial jurisdiction measures, having implemented multiple semiconductor export controls against China since 2022 [1] - China maintains an open attitude towards equal consultations based on mutual respect in recent trade talks with the U.S. [2]

10月16日，外交部发言人林剑主持例行记者会。 阿拉比电视网记者：美国财长表示，如果中国停止实施严格的稀土出口管制计划，美国或许将延长对华 加征关税的三个月豁免期限，并表示美国总统特朗普准备在不久的将来与中国领导人会晤。中方对此有 何评论？ 林剑：我们已多次阐明在稀土出口管制和中美经贸问题上的立场。 日方称对中方上周宣布对稀土采取广泛出口管制措施"深感关切"，外交部回应 法新社记者：日本财务大臣今天表示，日方对中方上周宣布对稀土采取广泛出口管制措施"深感关切"， 七国集团应联合起来一同应对。外交部对此有何回应？ 林剑：我们已经就稀土出口管制政策多次阐明立场。中国依法对相关物项实施出口管制，目的是更好维 护世界和平与地区稳定，履行防扩散等国际义务，这也符合国际惯例。我们愿同各国加强出口管制对话 交流，维护全球产供链安全稳定。 来源外交部网站 （文章来源：国际金融报） ...

10月16日，外交部发言人林剑主持例行记者会。 林剑：我们已经就稀土出口管制政策多次阐明立场。中国依法对相关物项实施出口管制，目的是更好维护世界和平与地区稳定，履行防扩散等国际义务， 这也符合国际惯例。我们愿同各国加强出口管制对话交流，维护全球产供链安全稳定。 来源 外交部网站 编辑 佘诗婕 —— / 好文推荐 / —— 点亮"在看"，你最好看！ (*╯3╰) 阿拉比电视网记者：美国财长表示，如果中国停止实施严格的稀土出口管制计划，美国或许将延长对华加征关税的三个月豁免期限，并表示美国总统特朗 普准备在不久的将来与中国领导人会晤。中方对此有何评论？ 外交部发言人 林剑 资料图 图源：外交部网站 林剑：我们已多次阐明在稀土出口管制和中美经贸问题上的立场。 日方称对中方上周宣布对稀土采取广泛出口管制措施"深感关切"，外交部回应 法新社记者：日本财务大臣今天表示，日方对中方上周宣布对稀土采取广泛出口管制措施"深感关切"，七国集团应联合起来一同应对。外交部对此有何回 应？ 10月如何持仓布局？ 茅台上线即时配送 美国信贷市场的"过热"担忧 阿根廷总统面临重大考验 知名基金经理相继卸任高管 "金九"卖车榜来了 ...

Core Points - The Ministry of Commerce is actively promoting service consumption through various initiatives and policies, resulting in a notable increase in service consumption during the recent National Day holiday, with a 7.6% year-on-year growth in daily sales revenue across related industries [2][3] - The Ministry plans to focus on three main areas to further expand service consumption: cultivating new growth points, innovating diverse consumption scenarios, and optimizing service supply [3] Group 1: Service Consumption - The Ministry of Commerce has implemented a series of policies and activities to stimulate service consumption, including the "Service Consumption Season" and "Chinese Cuisine Fair" [2] - During the National Day holiday, service consumption showed strong performance, particularly in rural tourism and sports events [2] - Future efforts will include removing restrictive measures, enhancing service scenarios, and improving the quality of service supply, especially for the elderly and children [3] Group 2: Foreign Trade - China's foreign trade has maintained a stable growth trend, with a 4% increase in goods trade in the first nine months of the year, and an 8% growth in September alone [6] - The Ministry of Commerce will focus on releasing policy effectiveness, promoting trade, and deepening trade cooperation to stabilize foreign trade growth [6][7] - The proportion of imports from countries involved in the Belt and Road Initiative has increased to 51.7%, with a 9.7% growth in imports from the least developed countries [6] Group 3: Semiconductor Industry - The Ministry of Commerce expressed strong opposition to the Dutch authorities' interference in Nexperia's operations, emphasizing the need for a fair business environment [4] - The Ministry highlighted the negative impact of U.S. export control measures on international trade and the global supply chain, particularly regarding semiconductor companies [10][12] - China is committed to protecting its enterprises' legitimate rights and interests in response to U.S. actions that disrupt trade relations [10][12] Group 4: Rare Earth Export Controls - China's recent rare earth export control measures aim to enhance national security and prevent illegal use of these materials [14][15] - The Ministry clarified that these measures are not a ban on exports but are designed to ensure compliance with international obligations [15][16] - Efforts will be made to streamline the approval process for compliant exports to minimize the impact on businesses [16]

Core Viewpoint - The recent export control measures on rare earths by China are aimed at enhancing national security and preventing illegal use of these materials, contrary to claims made by the U.S. that these measures will broadly impact various global industries [1][2]. Group 1: China's Export Control Measures - China's recent export control measures on rare earths are based on legal regulations and aim to prevent illegal flows of rare earths to inappropriate uses, such as weapons [1]. - The controlled products include rare earth magnetic materials and related components, as well as rare earth targets already listed in China's export control list [1]. - Prior to the implementation of these measures, China communicated with multiple countries and regions, including the U.S., EU, and Japan, regarding the export controls [1]. Group 2: U.S. Response and Misinterpretation - The U.S. interpretation of China's measures is seen as a distortion that exaggerates the impact, creating unnecessary misunderstandings and panic [2]. - The U.S. has a long history of extraterritorial jurisdiction measures, having implemented multiple semiconductor export controls against China since 2022 [2]. - The U.S. approach is viewed as an attempt to coerce other countries into joining efforts to suppress China, reflecting a broadening of its own national security concerns [2]. Group 3: Industry Concerns and Compliance - European companies have expressed concerns about production halts while waiting for rare earth export application approvals [2]. - China plans to optimize the licensing process during the implementation of these measures, aiming to shorten review times and consider general licenses and exemptions to facilitate compliant trade [2].

Core Points - The Ministry of Commerce held a routine press conference on October 16, 2025, with no new information announced [1][3] - The Ministry emphasized the positive growth in service consumption during the National Day holiday, with a 7.6% year-on-year increase in daily sales revenue in related industries [6] - The Ministry plans to focus on three areas to further promote service consumption: cultivating new growth points, innovating diverse consumption scenarios, and optimizing service supply [6][7] Trade and Foreign Relations - China's foreign trade maintained stable growth in the first three quarters of the year, with a 4% increase in goods trade and an 8% growth in September [10] - The Ministry highlighted the importance of policy effectiveness, trade promotion, and deepening trade cooperation to stabilize foreign trade growth [10][11] - The Ministry expressed strong opposition to the Netherlands' interference in the operations of Nexperia, a subsidiary of Wingtech Technology, and criticized the U.S. for its "penetration rules" that harm Chinese enterprises [9][10] Semiconductor and Export Controls - The Ministry commented on the U.S. Inflation Reduction Act, stating that the termination of subsidies for electric vehicles was a step towards correcting previous errors [13][14] - The Ministry defended its recent export control measures on rare earths, emphasizing that they are lawful and aimed at preventing illegal use while maintaining national security [23][25] - The Ministry indicated that export applications for civilian use would be approved, and it is considering measures to facilitate compliance for European companies [25]

商务部近期出台的稀土新规覆盖含中国成分的境外稀土相关物项及技术，要求外国企业重新出口此类产品前需获得批准，而ASML设备中的精密激光器、 磁铁等部件高度依赖稀土材料。 不过，ASML的首席财务官罗杰接受采访时回应称， 其已经为中国对稀土元素及其开采和精炼技术的出口管制制度做好了充分准备。 该公司的先进设备 交货时间很长，因此有充足的原材料库存来支持客户的短期需求。 "我们的交货时间很长，因此，在我们的供应链中，我们确保我们拥有未来几个月所需的材料，" 罗杰 说。据了解， ASML在其磁铁和电池中使用了其中 一些稀土材料。 2025年第三季度，ASML实现净销售额75.2亿欧元，环比下滑2.28%，略低于市场预期的77.1亿欧元；毛利率为51.6%，高于市场预期的51.4%；净利润达 21亿欧元，环比下滑了约6.81%，但优与市场预期。 订单与系统销售方面——该季度总订单金额达达54亿欧元，其中核心的极紫外光（EUV）光刻机订单金额36亿欧元；净系统销售额为55.54亿欧元，其中 ArFi系统销售额占比52%，EUV系统销售额占比38%。 国芯网[原:中国半导体论坛] 振兴国产半导体产业！ 不拘中国、 放眼世界 ...

【环球网报道】10月16日，外交部发言人林剑主持例行记者会。 林剑：我们已多次阐明在稀土出口管制和中美经贸问题上的立场。 阿拉比电视网记者：美国财长表示，如果中国停止实施严格的稀土出口管制计划，美国或许将延长对华 加征关税的三个月豁免期限，并表示美国总统特朗普准备在不久的将来与中国领导人会晤。中方对此有 何评论？ ...