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商务部公布对稀土相关技术实施出口管制的决定
Shang Wu Bu Wang Zhan· 2025-10-09 01:03
为维护国家安全和利益,根据《中华人民共和国出口管制法》《中华人民共和国两用物项出口管制条 例》等法律法规相关规定,经国务院批准,决定对稀土相关技术等物项实施出口管制,有关规定如下: 一、以下物项未经许可不得出口: (一)稀土开采、冶炼分离、金属冶炼、磁材制造、稀土二次资源回收利用相关技术及其载体;(管制 编码:1E902.a) (二)稀土开采、冶炼分离、金属冶炼、磁材制造、稀土二次资源回收利用相关生产线装配、调试、维 护、维修、升级等技术。(管制编码:1E902.b) 出口非管制的货物、技术或者服务,出口经营者明知其用于或者实质性有助于境外稀土开采、冶炼分 离、金属冶炼、磁材制造、稀土二次资源回收利用活动的,按照《中华人民共和国出口管制法》第十二 条和《中华人民共和国两用物项出口管制条例》第十四条规定,应当在出口前向商务部申请两用物项出 口许可。未经许可,不得提供。 二、本公告所称出口经营者,包括中国公民、法人和非法人组织,以及在中国境内的所有自然人、法人 和非法人组织。 本公告所称出口,指将本公告所列管制物项自中华人民共和国境内向境外转移,或者在境内或者境外提 供给外国组织或者个人,包括贸易性出口以及通过知 ...
设备出口管制,美国大厂劲减6亿美金
半导体行业观察· 2025-10-04 02:14
美国商务部周一扩大出口黑名单,将上市公司的多数股权子公司纳入其中,严厉打击利用子公司和附属机构规避 美国某些出口限制的中国及其他国家企业。 应用材料公司还预计第四季度营收将受到约 1.1 亿美元的影响。 公众号记得加星标⭐️,第一时间看推送不会错过。 来源: 内容翻译自reuters,谢谢 近日,芯片设备制造商应用材料公司预计,在美国扩大限制出口清单,对半导体、飞机和医疗设备等行业造成打 击后,该公司 2026 财年的收入将减少 6 亿美元。 应用材料公司在一份文件中表示,新规将使未经许可向中国特定客户出口某些产品和供应特定零部件及服务变得 更加困难,该公司股价在周四盘后交易中下跌约 3%。 END 该公司及其竞争对手 ASML Holding 此前,应用材料公司已经面临中国经济疲软和美国关税的压力。8月份,应 用材料公司发布了第四季度的销售和利润预测。 新规定可能会进一步扰乱供应链,并将大大增加需要许可证才能接收美国商品和服务的公司数量。 为了提高芯片的国内产量并减少对台湾的依赖,美国商务部长霍华德·卢特尼克 (Howard Lutnick) 向 NewsNation 表示,华盛顿对亚洲芯片强国的提议将是 ...
特朗普没想到,刚打算对上千中企下黑手,美国内就传来一个坏消息
Sou Hu Cai Jing· 2025-10-03 10:00
特朗普近期宣布了一系列新的出口管制措施,旨在对中国施压,但在国内面临严重政治困境的情况下,他能否落实这些措施,仍是一个大大的问号。 特朗普原本计划针对超过千家中国企业采取严厉行动,但美国国内却传来了不好的消息。就在中美新一轮经贸谈判还未开场之时,美国商务部却先发制人, 宣布了一项新的出口管制规则。这项规则的内容相当严厉:一旦中国公司被列入美国的"实体清单",其持股超过50%的子公司也将受到同等制裁。如此一 来,超过千家中国企业可能都将受到影响。 对此,中方迅速做出了回应,明确表示将采取必要的措施,确保中国企业的合法权益不受侵害。有趣的是,中方还没有开始真正实施反制措施,美国的国内 局势却已经开始动荡。 面对这种无理制裁,中国的反应一直都很坚决。商务部发言人直言不讳,这些措施不过是美国以"国家安全"为幌子,实施单边主义的手段,破坏国际经贸规 则。这不仅会伤害中国企业,还可能扰乱全球产业链的稳定。 值得注意的是,中国早就有了反制手段。中国商务部已在"不可靠实体清单"和"出口管制名单"中列出了6家美国核心军工企业。例如,纽波特纽斯造船厂是 全美唯一能够建造核动力航母的厂,而英格尔斯造船厂则负责生产美军的主力战舰。对 ...
瑞达期货集运指数(欧线)期货日报-20250930
Rui Da Qi Huo· 2025-09-30 09:07
Group 1: Report Industry Investment Rating - No information provided Group 2: Core Viewpoints of the Report - On Tuesday, the freight index (European line) futures prices showed mixed trends. The main contract EC2510 closed down 1.02%, and the far - month contracts declined between -1% and -11%. The latest SCFIS European line settlement freight rate index dropped 134.43 points from last week, a 10.7% week - on - week decline. Spot indicators continued to fall, and the futures prices lacked support. [1] - Maersk's spot cabin quotes for European lines stopped falling and rebounded in mid - October, and MSC's quotes followed with a small increase later, leading to a recovery in futures price valuation. Geopolitical conflicts supported the futures prices, but before the National Day holiday, shipping companies lowered freight rates to increase cargo volume, and the supply - demand pattern remained unchanged, with significant freight rate pressure. [1] - The recent economic data in the Eurozone fluctuated, with business sentiment indices weaker than expected. The ECB indicated a slower pace of interest rate cuts due to improved economic expectations and easing inflation. Overall, there is uncertainty in the trade war, the demand for the freight index (European line) is weak, and the futures prices fluctuate greatly. Investors are advised to be cautious, pay attention to operation rhythm and risk control, and track geopolitical, shipping capacity, and cargo volume data. [1] Group 3: Summary by Relevant Catalogs 1. Futures Market Data - EC main contract closing price: 1110.600, down 11.4; EC second - main contract closing price: 1731.9, down 3.10. [1] - EC2510 - EC2512 spread: -621.30, up 20.00; EC2510 - EC2602 spread: -532.20, up 19.80. [1] - EC contract basis: 9.89, up 4.40. [1] - EC main contract position: 24782 hands, down 4532. [1] 2. Spot Market Data - SCFIS (European line) (weekly): 1120.49, down 134.43; SCFIS (US West Coast line) (weekly): 921.25, down 272.39. [1] - SCFI (composite index) (weekly): 1114.52, down 83.69; spot price: 1087.41, down 69.06. [1] - CCFI (composite index) (weekly): down 32.82; CCFI (European line) (weekly): down 39.00. [1] - Baltic Dry Index (daily): 2259.00, down 400.00; Panama Freight Index (daily): 1832.00, down 14.00. [1] - Average charter price (Panamax): 14769.00, unchanged; average charter price (Capesize): 30090.00. [1] 3. Industry News - The US Department of Commerce issued export control penetration rules, and China's Ministry of Commerce responded firmly against it. [1] - US President Trump and Israeli Prime Minister Netanyahu held a bilateral meeting, and a Gaza peace plan was proposed. [1] - The National Development and Reform Commission announced that the new policy - based financial instruments totaling 500 billion yuan will be used to supplement project capital, and efforts are being made to allocate the funds to specific projects. [1] 4. Key Data to Watch - September manufacturing PMI final values in France, Germany, the Eurozone, and the UK on October 1st. [1] - Eurozone September CPI annual rate preliminary value on October 1st. [1] - US September ADP employment figures (in ten thousands) on October 1st. [1] - US September ISM manufacturing PMI on October 1st. [1]
日本跟进!将我国多家实体列入出口管制“最终用户清单”
是说芯语· 2025-09-30 05:49
Core Viewpoint - Japan's Ministry of Economy, Trade and Industry (METI) updated the "final user list" on September 29, adding multiple Chinese companies while removing two previously listed companies [1][2]. Group 1: Japan's Export Control Measures - Japan has been tightening export controls on high-end semiconductor manufacturing equipment since 2023, with further restrictions planned for 2025, using the "final user list" as a tool to prevent technology from being used for military purposes [2][3]. - The initial expansion of the list in February included 42 Chinese entities, bringing the total number of affected Chinese companies, research institutions, and organizations to approximately 110, primarily in critical technology sectors such as semiconductors, artificial intelligence, and quantum computing [3]. Group 2: China's Response - The Chinese Ministry of Commerce expressed strong opposition to Japan's actions, stating that the listing of Chinese companies lacks factual basis and harms the interests of both countries' enterprises [2][4]. - China welcomed the removal of two companies from the list, viewing it as aligned with mutual interests, and expressed a willingness to enhance communication with Japan to facilitate the removal of more Chinese companies from the list [4].
突发!美国对华制裁升级,封杀中企子公司
是说芯语· 2025-09-30 04:05
Core Viewpoint - The recent export control regulations by the U.S. Department of Commerce are seen as an extension of the U.S. government's efforts to restrict Chinese companies, particularly in the semiconductor and AI sectors, by imposing similar restrictions on subsidiaries owned more than 50% by sanctioned entities [2][3][4]. Group 1 - The U.S. Department of Commerce has introduced rules to prevent sanctioned companies from using subsidiaries to circumvent export controls, specifically targeting Chinese AI chip giants [3][4]. - Companies with at least 50% ownership by entities on the U.S. Entity List will now face the same export restrictions as their parent companies, increasing scrutiny on shipments to these subsidiaries [3][4]. - The new regulations align the Department of Commerce's approach with the Treasury Department's sanctions enforcement, standardizing the treatment of entities on the Entity List and Military End User List [3][4]. Group 2 - U.S. officials believe that the new regulations will not significantly impact trade flows, as they are designed to prevent sanctioned companies from exploiting subsidiaries as loopholes [4]. - Industry officials express concerns that the changes may complicate the process for companies trying to determine if potential customers are subject to additional restrictions [5].
性质极其恶劣,中方坚决反对!
券商中国· 2025-09-29 14:47
违法和不良信息举报电话:0755-83514034 邮箱:bwb@stcn.com 中方敦促美方立即纠正错误做法,停止对中国企业的无理打压。中方将采取必要措施,坚决维护中国企业 的合法权益。 来源:商务部 责编:刘珺宇 校 对:高源 百万用户都在看 停牌!多只A股,集体公告! 突然!俄罗斯,发动大规模袭击! 证监会:立案!A股公司,公告! 罕见!几百名将军,被召回!美军秘密会议,细节曝光 商务部新闻发言人就美商务部发布出口管制穿透性规则事答记者问。 有记者问:美东时间2025年9月29日,美商务部发布出口管制穿透性规则,对被列入美"实体清单"等的 企业持股超过50%的子公司追加同等出口管制制裁。请问中方对此有何评论? 答:中方注意到有关情况。相关规则是美方泛化国家安全、滥用出口管制的又一典型例证。美方此举性质 极其恶劣,严重损害受波及企业的正当合法权益,严重冲击国际经贸秩序,严重破坏全球产业链供应链的 安全稳定,中方对此坚决反对。 券中社 × 券商中国 券 中 社 扫码下载券中社APP 扫码关注券商中国公众号 quanshangcn qzs.stcn.com 舞中 券中社APP 券 商 中 国 是 证 券 市 ...
中方发声:美方此举性质极其恶劣,坚决反对!
财联社· 2025-09-29 13:56
答:中方注意到有关情况。相关规则是美方泛化国家安全、滥用出口管制的又一典型例证。美方此举性质极其恶劣,严重损害受波及企业的 正当合法权益,严重冲击国际经贸秩序,严重破坏全球产业链供应链的安全稳定,中方对此坚决反对。 中方敦促美方立即纠正错误做法,停止对中国企业的无理打压。中方将采取必要措施,坚决维护中国企业的合法权益。 商务部新闻发言人就美商务部发布出口管制穿透性规则事答记者问。有记者问:美东时间2025年9月29日,美商务部发布出口管制穿透性规 则,对被列入美"实体清单"等的企业持股超过50%的子公司追加同等出口管制制裁。请问中方对此有何评论? ...
商务部:坚决反对日方将多家中国实体列入出口管制“最终用户清单”
Xin Hua She· 2025-09-29 12:18
发言人表示,中方注意到有关情况,日方在缺乏事实依据的情况下,将中国企业无理列单,损害两国企 业利益,中方对此坚决反对。中方敦促日方,立即停止列单中国企业的错误做法。 发言人说,对于日方将2家中国企业移出清单的行为,这符合双方共同利益,中方表示欢迎。中方愿与 日方加强沟通,推动将更多中国企业移出清单。 新华社北京9月29日电 商务部新闻发言人9月29日就日方将我多家实体列入出口管制"最终用户清单"事 答记者问时说,中方对此坚决反对。中方敦促日方,立即停止列单中国企业的错误做法。 有记者问:我们注意到9月29日,日本经济产业省更新出口管制"最终用户清单",其中增列多家中国企 业,并将2家中国企业移出清单,请问中方对此有何评论? ...
中方敦促日方:立即停止列单中国企业的错误做法
证券时报· 2025-09-29 11:55
商务部新闻发言人就日本将我多家实体列入出口管制"最终用户清单"事答记者问。 有记者问: 我们注意到9月29日,日本经济产业省更新出口管制"最终用户清单",其中增列多家中国企业,并将2家中国企业移出清单,请问中方对此有何评 论? 答: 中方注意到有关情况,日方在缺乏事实依据的情况下,将中国企业无理列单,损害两国企业利益,中方对此坚决反对。中方敦促日方,立即停止列单中 国企业的错误做法。 对于日方将2家中国企业移出清单的行为,这符合双方共同利益,中方表示欢迎。中方愿与日方加强沟通,推动将更多中国企业移出清单。 来源:商务部网站 责编:李丹 校对:陶谦 版权声明 证券时报各平台所有原创内容,未经书面授权,任何单位及个人不得转载。我社保留追 究相关 行 为主体法律责任的权利。 转载与合作可联系证券时报小助理,微信ID:SecuritiesTimes END 点击关键字可查看 潜望系列深度报道丨 股事会专栏 丨 投资小红书 丨 e公司调查 丨 时报会客厅 丨 十大明星私募访谈 丨 突发!四连板ST股,实控人被证监会立案 丨 5000亿 元!国家发改委:全部用于补充项目资本金 丨 "牛市旗手",午后大爆发! 丨 批量涨停 ...