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 ！ 关注 世界半导体论坛 ↓ ↓ ↓ 6月13日消息，近日，NVIDIA CEO黄仁勋表示，由于美国芯片禁令仍具高度不确定性，未来 财测不再涵盖中国市场。 日前， 黄仁勋接受采访时表示，由于美国进一步调整出口规范，NVIDIA专供中国市场的H20 芯片出货受限，未来营收及获利预估值中，来自中国的部分将"全数剔除"。 黄仁勋坦言，他不指望美中新一轮协商会解除相关禁令，所以干脆将中国市场营收排除在财 测之外。 早先，因应美国芯片禁令，NVIDIA推出降规版AI芯片H20，AI运算性能低于标准版H100， 2024上半年开始出货中国市场。 但今年4月美国升级出口管制，NVIDIA H20须申请输出许可证后才能出口，导致NVIDIA第一 季营收损失25亿美元，并因库存过剩认列损失45亿美元。 ***************END*************** 半导体公众号推荐 半导体论坛百万微信群 加群步骤： 第一步：扫描下方二维码，关注国芯网微信公众号。 第二步：在公众号里面回复"加群"，按照提示操作即可。 爆料｜投稿｜合作｜社群 文章内容整 ...

Group 1: Company Overview - Beikong Technology is a high-tech enterprise engaged in efficient mining and metallurgy equipment and advanced magnetic materials, with a controlling shareholder being a large central enterprise under the State-owned Assets Supervision and Administration Commission [2] - The company has three wholly-owned subsidiaries involved in mining equipment and magnetic materials businesses [2] Group 2: Market Activity - The A-share rare earth permanent magnet sector has been active, with Beikong Technology's stock price reaching 27.53 yuan per share, achieving a涨停 (trading limit up) for five consecutive trading days, resulting in a price increase of over 60% [2] - Following the announcement of export controls on rare earth materials by the Ministry of Commerce, Beikong Technology's stock price surged, with a涨停 occurring on June 9 [3] Group 3: Industry Context - Rare earth elements, comprising 17 metals including lanthanides, scandium, and yttrium, are essential strategic resources for modern technology and industry, often referred to as "industrial vitamins" [3] - China dominates global rare earth supply, accounting for 80% of the total supply, and the demand for heavy rare earths is increasing due to the growth of industries such as robotics and electric vehicles [3] Group 4: Risk Disclosure - Beikong Technology announced on June 12 that its stock price had deviated significantly, with a cumulative increase of over 20% in two days, indicating abnormal volatility [4] - The company confirmed that there are no undisclosed significant matters affecting its operations, and the internal and external business environment remains stable [4]

Core Viewpoint - The recent approval of certain rare earth export licenses by China is a strategic move that highlights the importance of rare earth materials in the ongoing geopolitical tensions, particularly between China and the United States [1][6]. Group 1: Rare Earths as Strategic Assets - Rare earth materials are increasingly viewed as a "nuclear weapon" in the context of great power competition, especially for the U.S. military, which relies heavily on these materials for advanced weaponry like the F-35 fighter jet [3][4]. - The U.S. Department of Defense acknowledges that 97% of its heavy rare earth supply is dependent on China, indicating a significant vulnerability in U.S. military production capabilities [4]. Group 2: U.S.-China Negotiations - During recent trade talks in London, the U.S. aimed to address rare earth supply issues, with high-ranking officials suggesting that U.S. export controls would be relaxed if China increased its rare earth exports [6]. - China has strategically linked rare earth exports to broader trade negotiations, demanding concessions from the U.S. such as the removal of tariffs and the opening of markets, showcasing a calculated approach to leverage its position [6][10]. Group 3: China's Strategic Control - China's control over the entire rare earth supply chain—from mining to refining—gives it a dominant position in the global market, with 92% of refining capacity concentrated in China [4][10]. - The Chinese strategy involves a gradual tightening of export controls on various materials, which could leave the U.S. unprepared for the consequences of a supply disruption [10][12]. Group 4: Implications for Global Trade - The situation underscores a shift in global trade dynamics, where China aims to reshape international rules and break the U.S.-led technological hegemony, promoting a more equitable global supply chain [12]. - The ongoing tensions and strategic maneuvers indicate that the ultimate winner in this geopolitical contest will be the nation that can maintain a long-term vision and stability in its approach [12].

Group 1: Company Performance - In Q1 2025, the company achieved revenue of 1.61 billion RMB, a year-on-year increase of 14.19% [2] - The net profit attributable to shareholders was 1.61 billion RMB, up 57.85% year-on-year [2] - The net profit excluding non-recurring gains and losses reached 1.06 billion RMB, reflecting a significant growth of 331.10% [2] Group 2: Export and Compliance - In Q1 2025, export sales revenue was 3.12 billion RMB, accounting for 17.76% of total revenue [3] - Sales revenue from exports to the United States was 1.22 billion RMB, representing 6.94% of total revenue [3] - The company has obtained export licenses for magnetic materials, components, and motor rotors, complying with national regulations [3] Group 3: Raw Material Procurement - In 2024, 63% of the company's raw material procurement came from strategic partnerships with Northern Rare Earth Group and China Rare Earth Group [4] - The company utilized 2,575 tons of recycled rare earth materials, which constituted 30.4% of total rare earth material usage in 2024 [4] - The procurement strategy emphasizes green recycling and risk management through a diversified supply chain [4] Group 4: Business Development - The company is actively involved in the development of embodied robot motor rotors, with initial small-scale deliveries [5] - Investments have been made in specialized facilities and equipment to support the scaling of production in the robotics sector [5] - The low-altitude aircraft sector has also seen small-scale deliveries, indicating progress in this area [5] Group 5: Share Buyback Plan - The board has approved a share buyback plan with a total fund of no less than 100 million RMB and not exceeding 200 million RMB [6][7] - The buyback will be conducted through centralized bidding and aims to reduce registered capital by canceling repurchased shares [7] - The plan reflects the company's confidence in its future development and value recognition [6]

Core Viewpoint - The global automotive industry is facing significant challenges due to China's recent export controls on rare earth elements, which are essential for manufacturing permanent magnets used in electric motors [1][2][4]. Group 1: Impact on Automotive Industry - China's export controls on seven rare earth elements have led to a 50% reduction in rare earth exports in April, causing severe supply shortages for automotive manufacturers worldwide [2][4]. - Major automotive companies in Europe and the U.S. are experiencing production halts, with reports of a German magnet manufacturer potentially shutting down operations due to rare earth shortages [4][6]. - Indian and Japanese automotive manufacturers are also facing production issues, with Maruti Suzuki indicating potential shutdowns if the rare earth situation is not resolved [6][7]. Group 2: Importance of Rare Earth Elements - Rare earth elements, particularly neodymium, are crucial for creating strong permanent magnets used in electric motors, which are integral to electric vehicles [8][10]. - The absence of rare earths would significantly degrade the performance of electric motors, as alternatives like asynchronous motors are less efficient and have limitations [12][16]. - Rare earths are not only vital for electric vehicles but also play a role in traditional combustion engine vehicles, affecting various components such as starters, generators, and sensors [17][19]. Group 3: Global Supply Chain Dynamics - China dominates the global rare earth supply chain, controlling 70% of rare earth mines and 85% of refining capacity, making it difficult for other countries to find alternative sources [2][23]. - Despite some efforts from companies in the U.S. and Australia to develop their rare earth capabilities, they face challenges in cost and technology, often relying on China for processing [23][25]. - The Chinese government has proposed a "green channel" for rare earth exports to the EU, indicating a willingness to facilitate trade and potentially alleviate some supply pressures [25].

6月12日，中国相关部门首次承认，已经依法批准一定数量的稀土出口合规申请，但也说得很清楚，只 能是用于满足民用产品需求。 中国允许出口稀土，应该是美国哀求的结果。此前今年4月4日，中国宣布对钐、钆、铽、镝、镥、钪、 钇等7类中重稀土相关物项实施出口管制，仅仅两个多月后，美国企业的稀土库存量就仅能维持两三个 月左右，普遍认为，如果局势没有新进展，那么美国多个重要行业将无法进行生产活动。例如福特汽车 芝加哥工厂在5月停产探险者SUV，因为缺少稀土磁铁无法组装电机。而通用汽车则称，若稀土供应持 续紧张,旗下电动皮卡生产线可能在6月停工。 运营商财经 康钊/文 中国向美国出口稀土已经是救了美国汽车企业一命。据 悉，不管是否新能源汽车，只要是汽车，就需要稀土， 包括自动变速器、节气门体、交流发电机、各种电机传 感器、安全带、扬声器、灯电机、动力转向器和摄像头 等。如果无法获取稀土磁铁，汽车供应商将无法生产关 键零部件。而新能源汽车对稀土的需求量更大，每台新 能源电动小轿车至少需要10公斤稀土，美国汽车业只能 依靠中国供应稀土。 （责任编辑：韩丽） 中国仍需要坚决防范美国军工企业获得稀土。中国此次 说得很清楚，是"充分考 ...

如果您希望可以时常见面，欢迎标星收藏哦~ 来源：内容编译自tomshardware 。 点这里加关注，锁定更多原创内容 *免责声明：文章内容系作者个人观点，半导体芯闻转载仅为了传达一种不同的观点，不代表半导体芯闻对该 观点赞同或支持，如果有任何异议，欢迎联系我们。 据彭博社报道，Arm 首席执行官 Rene Haas 与 Nvidia 首席执行官黄仁勋一起批评美国对华人工 智能半导体出口管制，他表示此举可能会减缓该技术的整体进步，对消费者和行业参与者产生影 响。 哈斯在牛津举行的创始人论坛全球会议上表示："如果你缩小技术的获取渠道，并迫使其他生态系 统发展，这并不好……如果你愿意这么说，这会让蛋糕变小。坦率地说，这对消费者来说也不太 好。" 他还谈到了 Arm 在中国的布局，指出该公司在中国的影响力"相当大"。 今年 4 月，华盛顿出台了对中国数据中心处理器出口的限制措施，据报道，此举已导致英伟达损 失 80 亿美元，并基本上将其排除在市场之外。 今年5月，黄仁勋将特朗普的出口管制称为"失败"，并警告称，这些措施对市场产生了与预期相反 的效果。黄仁勋认为，这项禁令非但没有抑制中国在人工智能领域的发展，反而促使 ...

剧情再度发生了戏剧性的反转，中国突然宣布批准稀土出口了！这一变化背后究竟发生了什么呢？在中美领导人通话之后，国家商务部在回应记者提问时透 露了相关消息。随着机器人、新能源汽车等产业的迅速发展，各国对中重稀土在民用领域的需求持续上升。因此，中国决定依法依规批准了一定数量的稀土 出口许可证。这一消息一经发布，立即吸引了国际媒体的高度关注，原因也很简单： 自从特朗普宣布实施所谓的"对等关税"以来，中国便对七类中重稀土实行了出口管制。如今，提到"稀土"，不管是美国、日本，还是印度，都表现得格外关 注。这是自中国实施稀土出口管制以来，首次公开承认批准了一部分出口许可证，并且还表示将继续审批。 对于这一消息，商务部的表态并不复杂，但每一个细节都极富深意。首先，值得注意的是，时间的选择极具巧妙性。此番声明正巧紧跟中美领导人通话之 后。6月5日晚上，中方应约接听了美国的电话，双方进行了长达90分钟的对话。从事后公开的信息来看，这个电话是特朗普主动打来的。显然，他此刻非常 着急，而其中一个原因正是稀土问题。 我们怎么知道特朗普的急切？根据美国媒体的报道，五角大楼国防部的稀土库存已所剩无几，仅够支撑半个月的需求。而其他民营企业的 ...

| K Ca Sc Ti V Cr Mn Co Co Ni Cu Zn Ga Ge Br Kr | | | --- | --- | | Rb Sr Y Zr Nb Mo Tc Ru Rh Pd Ag Cd In Sn Sb Te I Xe | | | Cs Ba | Hf Ta W Re Os Ir Pt Au Hg TI Pb Bi Po At Rn | | Rf Db Sg Bh Hs Mt Ds Rg Cn Nh FI Mc Lv Ts Og | Fr Ral | | La Ce Pr Nd Pm Sm Eu Gd Tb Dy Ho Er Tm Yb Lu | | --- | | Ac Th Pa U Np Pu Am Cm Es | 国外媒体报道称，中国已向服务于美国的三大汽车制造商——通用汽车、福特和斯特兰蒂斯的稀土供应商发放了临时出口许可证，其中部分许可证的有效 期至少长达六个月。中国外交部在周六宣布，基于英国的邀请，中方将于周日至周五访问英国，并参与即将举行的中美经贸磋商会议。与此同时，中国还 表态愿意加快对欧洲企业稀土出口的审批速度，展示了其开放的态度。 在自然界中，稀土元素通常以氧化物的形式 ...

美国商务部主管出口管制事务次长Jeffrey Kessler在国会作证表示，华为今年生产AI芯片的能力 极其有限，化解中国在先进半导体领域正急起直追的担忧。 商务部长卢特尼克则说，美国从未考虑向中国提供最先进的芯片。 针对美方是否会出口英伟达等公司的高阶芯片的问题时，他说，当然不会。我们不会把最好的 东西送给他们。 现在是时候让BIS拥有完成任务所需的资源。 BIS一直是美国遏制中国科技进展的核心单位。拜登政府已多次限制英伟达AI芯片和其他先进 技术的出口；川普团队大致沿用并进一步加强这些措施。 转自：芯调查 加入"中国IC独角兽联盟"，请点击进入 他说，我们不能有错误的安全感，必须认清中国正迅速赶上。我们不应仅因先进芯片产量仍小 就自满，因为他们的野心很大。 市场研究机构TechInsights估计，2024年中国AI加速器需求约150万颗。 除此之外，华为和其他本土手机品牌还需要数以千万计的高阶芯片。相比之下，软银和OpenAI 支持设于德州的Stargate数据中心最终预计仅配置约50万颗芯片。 Kessler在众议院外交事务委员会小组听证会上，要求为工业与安全局（BIS）的出口管制增加 预算，其中执法 ...