印媒称，印度已经采取了一些措施，以改变当前的供应情况。今年1月，印度政府批准投资1630亿卢比 （约合人民币136.8亿元）用于发展关键矿产行业的计划，3月又向私营部门开放了稀土勘探的许可。路 透社本月援引知情人士的消息称，印度正与企业进行谈判，希望通过提供财政激励措施，建立稀土磁铁 长期库存。然而《铸币报》提到，这些远远不够，印度进出口银行的一份报告指出，印度的炼油和加工 能力有限，限制了对国内储备的挖掘。 【环球时报特约记者 文简】为获得稀土供应许可，印度汽车行业敦促政府通过外交渠道与中方接触， 加快审批流程。 对此，马哈詹表示："希望这种情况能够通过外交渠道得到解决。"《印度时报》提到，上周早些时候， 马鲁蒂铃木公司高级执行官拉胡尔·巴蒂透露，印度业界正与政府进行讨论。另据《金融快报》报道， 印度汽车制造商协会也已与政府联系，希望其通过外交途径介入，寻求稀土磁铁的供应许可。 《印度时报》8日援引印度报业托拉斯的报道称，业内人士透露，多家印度供应商已通过其在中国的合 作伙伴，向中方有关部门申请稀土出口，但迄今为止尚未获得任何许可。印度《第一邮报》网站称，中 方7日已表示，愿意加快对欧盟公司稀土出口的审批， ...

Core Viewpoint - Recent concerns have been raised by several countries regarding China's export controls on medium and heavy rare earths, emphasizing the need for rational and objective perspectives on China's legitimate rights in resource management and the maintenance of international economic order and peace [1][2]. Group 1: Export Control Justification - The primary goal of implementing export controls on medium and heavy rare earths is to safeguard national security and fulfill international non-proliferation obligations [1][2]. - Rare earth elements are critical for various strategic industries, including advanced weaponry, aerospace components, wind power generation, new energy vehicles, robotics, and smart manufacturing [1][2]. Group 2: China's Commitment to Global Cooperation - China promotes the development of the rare earth industry through an open, collaborative, and shared approach, contributing significantly to global rare earth supply and economic development [2][3]. - The upcoming Rare Earth Management Regulations, effective from October 2024, aim to foster high-quality development and safety in the rare earth industry [2]. Group 3: Responsible Resource Management - China emphasizes that export controls are not aimed at specific countries or regions but are intended to ensure that rare earth resources are used for legitimate and peaceful purposes [2][3]. - The country is willing to enhance communication and dialogue regarding export controls with relevant nations to facilitate compliant trade [3]. Group 4: Industry Stability and Compliance - Export controls on rare earths are framed as a means to promote effective protection and rational utilization of resources rather than as a form of blockade or confrontation [3]. - As long as enterprises comply with legal regulations and do not engage in activities that harm China's sovereignty and security, export controls will not disrupt normal trade operations or the stability of international supply chains [3].

汽车流水线安静得吓人，机器人手臂僵在半空，特斯拉悄悄涨价,这些看似无关的事件，背后都指向同一个源头：中国稀土出口管制令。 当全球90%的精密 磁铁依赖中国稀土，这张突然收紧的"准生证"，正让工业世界陷入前所未有的混乱。 价格火箭式蹿升 管制令生效后48小时内，铽价从每公斤980美元飙升至3260美元，氧化镝同步翻倍。 特斯拉Model Y的制造成本因此增加412美元，最终反映在终端售价上涨 500美元。 韩国稀土储备基金紧急拨款30亿美元，但仅够采购全国90天用量，首尔电子厂老板苦笑："现在买稀土比抢黄金还难"。 中国为何突然出招？ 江西赣州矿山的数据揭示真相：这座"稀土王国"的重稀土储量十年间缩减37%。 美国地质调查局报告证实，中国稀土储量全球占比从70%滑落至44%，部分 矿脉仅够开采8年。 过去三年中国进口稀土量激增800%，首次成为重稀土净进口国,自家资源都不够用，自然要优先保障国产新能源汽车和军工需求。 技术才是真正的王牌 当澳大利亚在马来西亚新建的稀土分离厂高调投产，西方媒体欢呼"打破垄断"。 但中国工程师点开实时数据：该厂年产量1500吨，不到中国最大工厂单月 产能的1/3。 他们仅能分离3种 ...

Group 1 - China has implemented export controls on rare earths three times since the end of last year, impacting various industries including electric vehicles, semiconductors, and military sectors, particularly in the United States [1] - The recent issuance of temporary export licenses for rare earths to three major American automakers is seen as a strategic move by China, rather than a complete cessation of supply [5][7] - China's dual objectives are to exert pressure on its competitors to alter their protectionist trade practices while maintaining its dominant position in the rare earth market [9] Group 2 - In response to the U.S. imposing a 34% tariff on Chinese goods, China enacted export controls on seven categories of medium and heavy rare earths in April, which took immediate effect [11] - Key rare earth elements like gadolinium, terbium, and dysprosium are critical for U.S. military applications, with the F-47 fighter jet requiring 8-12 kilograms of rare earths, double that of the F-35 [13] - The U.S. is heavily reliant on China for rare earths, with 83.7% of imports in 2024 coming from China, and a staggering 97% dependency on heavy rare earths [13][19] Group 3 - China controls 90% of global rare earth refining capacity and holds 37 high-purity extraction patents, giving it a significant technological advantage [17] - In 2023, China's rare earth production reached 240,000 tons, accounting for two-thirds of global output, with reserves of 44 million tons, representing 40% of the world's total [19] - The U.S. faces a long road to re-establishing a complete supply chain for rare earths, with estimates suggesting it could take at least 20 years [21] Group 4 - China's strategy of "controlled release" of rare earths aims to keep competitors in a state of dependency, balancing pressure and supply to align with its national interests [23] - To maintain its long-term advantage, China must combat smuggling of rare earth materials and enhance resource recycling, particularly from waste electric motors [25] - The recent adjustments in China's rare earth export policy demonstrate strategic acumen, effectively constraining competitors while solidifying its market dominance [27]

新华时评：中国规范稀土出口合理合法 金十数据6月9日讯，近期，中国宣布了加强对部分稀土相关物项的出口管制新规，引发广泛关注和多样 解读。一些国家的媒体将此举定性为中国在贸易摩擦中祭出的"外交牌"或"战略武器"。中国出台稀土出 口管制新规是对国际通行准则的主动对接，核心法理依据在于稀土物项的"军民两用"属性。稀土不仅是 制造新能源汽车、消费电子产品和风力涡轮机的关键元素，同样也在先进战机、核设施等尖端军事装备 中扮演着不可或缺的角色。正因如此，防止这类战略资源被用于破坏国际和平与安全的活动，是各国必 须承担的国际防扩散义务。中国依法对稀土相关物项实施出口管制，并非针对特定国家的壁垒，而是切 实履行国际防扩散义务，是以非歧视性原则坚持维护世界和平与地区稳定的负责任之举。 （新华社） ...

据新华社6月5日消息，中方应约同美国总统特朗普通电话，时长90分钟，期间特朗普单独提及稀土问题，这一举动引发广泛关注。 稀土，素有现代工业"维生素"之称，在众多关键领域扮演着不可或缺的角色。在电子信息产业，稀土是制造芯片、智能手机、显示屏等产 品的关键材料，能提升电子产品的性能与稳定性。新能源汽车领域，稀土用于制造高性能电池和驱动电机，对提升电池续航能力和电机效 率至关重要。而在国防军工方面，稀土更是现代武器装备的核心支撑，从精确制导武器到隐身战机，从卫星通信设备到舰艇动力系统，稀 土元素的应用极大提升了武器装备的性能与战斗力。 稀土（资料图） 由于稀土供应受限，特斯拉部分车型的生产计划被迫调整，面临延期交付风险，这不仅损害了企业的市场声誉，还对美国新能源汽车产业 的发展进程造成阻碍。半导体产业也未能幸免，稀土在芯片制造过程中用于提升芯片性能和制造精度，中国的出口管制使得美国半导体企 业面临原材料短缺的困境，影响芯片产能与技术研发进度。 尽管在5月的中美日内瓦协议中，双方约定相互降低关税，但中国在稀土出口限制方面并未松绑。特朗普指责中方"违反协议"，试图将稀 土作为施压突破口，然而这一指责尽显"双标"本质。美 ...

Core Viewpoint - China's new export control regulations on certain rare earth items are seen as a proactive alignment with international norms, driven by the dual-use nature of rare earth elements and the need for sustainable industry development [1][2][5]. Group 1: Export Control Regulations - The core legal basis for China's export control is the dual-use nature of rare earth materials, which are essential for both civilian and military applications [2]. - The regulations aim to prevent these strategic resources from being used in activities that could undermine international peace and security, fulfilling international non-proliferation obligations [2][5]. - China's approach is characterized as a responsible action to maintain world peace and regional stability, rather than a targeted barrier against specific countries [2][4]. Group 2: Industry Development and Governance - The introduction of the 2024 Rare Earth Management Regulations marks a new phase of legal governance in China's rare earth industry, addressing past issues of unsustainable development and illegal mining [3]. - The establishment of a traceability information system for rare earth products aims to create a transparent network across the entire industry chain, targeting smuggling and tax evasion [3]. - China's reforms are focused on transitioning the rare earth industry from an environmentally damaging growth model to one that emphasizes high-quality, sustainable development [3]. Group 3: Balancing National and Global Interests - China recognizes its responsibility as the largest producer and exporter of rare earths and seeks to balance national security, industrial development, and global supply chain stability [4]. - The goal is to regulate exports rather than prohibit them, promoting compliant trade while maintaining open commercial relations [4]. - The Chinese Ministry of Commerce has expressed willingness to expedite approvals for compliant applications, demonstrating a commitment to minimizing the impact of control measures on normal trade [4].

中国青年报客户端北京6月9日电（中青报·中青网见习记者 马子倩 记者 贾晓静）"中国商务部已就中国 稀土出口管制措施作出回应。"围绕稀土出口管制议题，中国外交部发言人林剑今天下午在例行记者会 上回应外媒记者提问时说。 言人林剑。图片来自外交部 据商务部6月7日发布的消息，近日，商务部部长王文涛在法国巴黎与欧盟委员会贸易和经济安全委员谢 夫乔维奇举行会谈期间，中方向欧方进一步澄清了中国出口管制政策，强调对稀土等物项实施出口管制 是国际通行做法，中方高度重视欧方关切，愿对符合条件的申请建立绿色通道，加快审批，并指示工作 层就此保持及时沟通。希望欧方相向而行，采取有效措施，便利、保障和促进高技术产品对华合规贸 易。 记者会上，英国路透社记者就此提问：对其他国家或地区，中方是否也考虑建立稀土出口绿色通道？ "中国商务部已就中国稀土出口管制措施作出回应，你可以查阅。关于你提到的具体情况，请向中方的 主管部门询问。"林剑说。 中国商务部新闻发言人6月7日表示，稀土相关物项具有军民两用属性，对其实施出口管制符合国际通行 做法。中方注意到，随着机器人、新能源汽车等行业发展，各国对中重稀土在民用领域的需求量正持续 增长。中国作 ...

消息面，据商务部网站，商务部新闻发言人近日就中重稀土出口管制措施答记者问表示，对稀土实施出口管制符合国际通行做法，中方已依法批准一定数量 的合规申请。 中泰证券指出，稀土价格处于周期底部位置，进口矿纳入管控，供给格局进一步集中，价格中枢有望上移，2025年人形机器人开始进入量产阶段，若按照远 期1亿台人形机器人销量，远期空间约20万至40万吨，相当于再造一个稀土永磁市场，板块中长期趋势明确。 6月9日，三大指数集体上涨，截至收盘，沪指涨0.43%，深成指涨0.65%，创业板涨1.07%，科创50指数涨0.6%，两市超3900只个股上涨，沪深两市今日成交 额约1.29万亿元。 医疗板块涨幅居前，包括创新药、CRO、减肥药等集体飙涨，宛如牛市，其中，舒泰神（300204.SZ）、常山药业（300255.SZ）、海辰药业 （300584.SZ）、睿智医药（300149.SZ）录得20%涨幅，激活了市场人气，诺泰生物（688076.SH）涨9.99%，药明康德（603259.SH）亦上涨。 中国银河证券研报表示，医药板块经历较长时间调整，整体估值处于较低水平，且公募持仓低配，2025年在支持引导商保发展的政策背景下， ...

Core Insights - The rare metals theme index has shown a positive trend, with a 0.58% increase as of June 9, 2025, and notable gains in constituent stocks such as Zhongke Magnetic Materials (up 11.96%) and Beikong Technology (10% limit up) [1] - The rare metals ETF has experienced significant trading activity, with a turnover of 2.79% and a transaction volume of 25.27 million yuan, ranking first among comparable funds in terms of average daily trading volume over the past year [4] - The valuation of the index tracked by the rare metals ETF is at a historical low, with a price-to-book ratio (PB) of 2.18, indicating strong value for investors [4] Market Dynamics - The demand for medium and heavy rare earths in civilian applications is increasing globally, driven by industries such as robotics and electric vehicles, as stated by the Ministry of Commerce [4] - Since the implementation of partial rare earth export controls in April, the export volume of rare earth permanent magnets has decreased by over 50% month-on-month, reaching a historical low in the past five years [4][5] - Analysts suggest monitoring the issuance of rare earth quotas in China and the demand situation overseas as export controls may ease, with expectations of moderate price increases for rare earths benefiting the equity sector [5] Investment Opportunities - The top ten weighted stocks in the rare metals theme index account for 54.9% of the index, including companies like Salt Lake Co., Northern Rare Earth, and Ganfeng Lithium [5] - Investors can also participate in the rare metals sector through the rare metals ETF linked fund (014111) [5]