Core Viewpoint - The Chinese government is conducting a compliance investigation regarding Meta's acquisition of the AI platform Manus, emphasizing the need for adherence to Chinese laws and regulations in cross-border investments and technology transfers [2][3]. Group 1: Acquisition Details - Meta announced the completion of its acquisition of Manus for over $2 billion (approximately 14 billion RMB) by the end of 2025, marking it as Meta's third-largest acquisition [2]. - Manus's CEO, Xiao Hong, will become a Vice President at Meta, and the company will continue to operate in Singapore, providing services to millions of businesses and billions of users on Meta's platform [2]. Group 2: Compliance Investigation - The Chinese Ministry of Commerce is assessing whether Manus's relocation to Singapore and subsequent sale to Meta requires an export license under Chinese law, focusing on the transfer of personnel and technology [3][4]. - The investigation is in its early stages, with concerns about whether Manus's core technology was developed in China and if the personnel transfer constitutes unauthorized technology export [3]. Group 3: Operational Changes - In June 2025, Manus moved its headquarters to Singapore, changing its operational entity to Butterfly Effect Pte, and significantly reduced its domestic workforce from 120 to about 40 core technical staff [3]. - This strategy, referred to as "Singapore washing," aims to detach the company from its "Chinese identity" [3].

千万大奖落地！雷军最新回应 商务部8日举行例行新闻发布会，商务部新闻发言人何亚东在回应有关审查Meta收购人工智能平台 Manus的提问时说，中国政府一贯支持企业依法依规开展互利共赢的跨国经营与国际技术合作。需要 说明的是，企业从事对外投资、技术出口、数据出境、跨境并购等活动，须符合中国法律法规，履行法 定程序。 商务部将会同相关部门对此项收购与出口管制、技术进出口、对外投资等相关法律法规的一致性开展评 估调查。 超百亿，净流出 来源：新华社 ...

来源丨新华社 编辑丨刘雪莹 SFC 商务部8日举行例行新闻发布会，商务部新闻发言人何亚东在回应有关审查Meta收购人工智能 平台Manus的提问时说，中国政府一贯支持企业依法依规开展互利共赢的跨国经营与国际技术 合作。需要说明的是，企业从事对外投资、技术出口、数据出境、跨境并购等活动，须符合中 国法律法规，履行法定程序。商务部将会同相关部门对此项收购与出口管制、技术进出口、对 外投资等相关法律法规的一致性开展评估调查。 ...

商务部将会同相关部门对此项收购与出口管制、技术进出口、对外投资等相关法律法规的一致性开展评 估调查。 来源｜新华社 商务部8日举行例行新闻发布会，商务部新闻发言人何亚东在回应有关审查Meta收购人工智能平台 Manus的提问时说，中国政府一贯支持企业依法依规开展互利共赢的跨国经营与国际技术合作。需要 说明的是，企业从事对外投资、技术出口、数据出境、跨境并购等活动，须符合中国法律法规，履行法 定程序。 编辑 ｜瑜见 ...

Core Viewpoint - China's decision to strengthen export controls on dual-use items to Japan may include rare earth products, potentially impacting various Japanese industries such as automotive, electronic components, and machine tools [2][4]. Group 1: Export Controls and Implications - The Chinese government announced a ban on all dual-use items to military users in Japan, which may include rare earth elements, although it is currently unclear if rare earths are specifically included [4][7]. - Rare earths are considered essential in high-tech products, from electric vehicles (EVs) to weaponry, and their restriction could severely affect Japanese manufacturers [4][7]. - Japanese officials have expressed concerns over the potential impact on industries, particularly in the context of EVs and hybrid vehicles that rely on neodymium magnets, with key rare earth elements like dysprosium and terbium sourced primarily from China [7]. Group 2: Industry Responses and Adaptations - Japanese companies are actively seeking to diversify their supply chains and have been collaborating with countries like Australia in mining development to mitigate risks associated with rare earth supply disruptions [7][8]. - The Japanese Ministry of Economy, Trade and Industry is supporting private sector mining and smelting projects, expanding its focus beyond just copper to include critical minerals, with budget allocations for 2025 aimed at enhancing mineral resource reserves [8].

转自：北京日报客户端 日本舆论关于"中国举措对经济影响"的担忧找错了"病根"，也不排除是刻意制造扭曲叙事。千叶大学客 座教授高口康太6日撰文质问："高市首相是否预见到这种局面？是否已准备好应对措施？这些都是令人 关切的问题。2026年才刚刚开始，却已骤然陷入火烧眉毛的危机。"这两个追问，直击高市内阁对华政 策的短视与轻率。高市早苗政府激进的"再军事化"政策，才是将日本拖入外交与经济双重被动的症结所 在。日本若真想摆脱当前的困境，就应立即停止在台湾问题上危险玩火，以实际行动恪守中日四个政治 文件精神，摒弃军国主义倾向，践行和平发展承诺。无论是地区和平、国际道义还是中日共赢，都不是 可以忽略的大账，日本应该算清楚。 中方加强对日两用物项出口管制后，日经指数7日一度较前日下跌超过400点，这是对日本近期错误外交 防务政策一次明确的"代价提示"。中日关系能否走出当前的困局、摆脱"火烧眉毛的危机"，关键在于日 本是否愿意摒弃对抗思维、拿出诚意和实际行动。日方迄今的"抗议"反应，恰恰是中方"绝对无法接受 且令人深感遗憾"的。若沿着军事化冒险的道路继续狂奔，等待日本的可能是更多"不可接受"的后果。 来源：环球时报 1月6日 ...

Core Viewpoint - The announcement of strengthened export controls on dual-use items to Japan by China has positively impacted the rare earth permanent magnet sector, leading to significant stock price increases in related companies [1][2]. Group 1: Market Reaction - The rare earth permanent magnet sector saw a rise of 2.26% as of January 7, with nearly 80% of stocks in the sector increasing in value [1]. - Notable stock performances included Zhong Rare Earth (600259.SH) with a 7.08% increase, Greeenmei (002340.SZ) at 7.99%, and Zhongke Magnetic (301141.SZ) at 7.13% [1]. - During trading, Zhong Rare Earth and Greeenmei briefly hit the daily limit up [1]. Group 2: Export Control Details - The Ministry of Commerce announced a ban on all dual-use items to military users in Japan, which includes materials that can enhance military capabilities [2]. - Violations of this regulation will lead to legal consequences for organizations and individuals transferring dual-use items to Japan [2]. - Dual-use items encompass a wide range of goods, including rare earth materials, which are critical for various applications [2]. Group 3: Japan's Dependency on China - Japan's overall dependence on Chinese rare earth imports has decreased from approximately 90% to 60%, but it remains highly concentrated in key categories [3]. - Critical rare earth elements like dysprosium and terbium, used in electric vehicle motors, are still nearly 100% reliant on China [3]. Group 4: Industry Impact and Future Outlook - The export of neodymium-iron-boron magnets to Japan has historically been around 5%, suggesting that even with restrictions, the overall export volume may not significantly decline due to support from other markets [5]. - Companies in the magnetic materials sector will need to reassess their development strategies and consider shifting orders to other regions [5]. - The tightening of export controls is expected to enhance the pricing power of Chinese companies in the gallium and germanium markets, with export prices significantly exceeding domestic prices [7]. - The shift in export policies is prompting a transition of downstream industries towards China, leading to an upgrade in the gallium and germanium sectors [9]. Group 5: Strategic Resource Controls - Recent export control policies have included other strategic minerals such as gallium, germanium, and tungsten, which are critical for various industries [6][10]. - The controls on graphite, a key material for lithium-ion batteries, are expected to disrupt the supply chain for Japanese battery manufacturers and accelerate the overseas expansion of China's graphite industry [10].

源：外交部网站 "具体的问题请你向中方的主管部门了解。"毛宁对此表示，我想指出的是高市早苗首相涉台错误言论侵 害中国主权和领土完整，公然干涉中国内政，对中方发出武力威胁。为了维护国家安全和利益，履行防 扩散等国际义务，中方依法依规采取措施，完全正当合理。我们敦促日方正视问题根源，反思纠错，撤 回高市早苗首相的错误言论。 7日，外交部发言人毛宁主持例行记者会。日本NHK记者提问称，中国商务部昨天发布关于加强两用物 项对日本出口管制的公告，中国政府已公布的2026年度《两用物项和技术进出口许可证管理目录》中， 包含稀土相关的物项。确认昨天发布的加强对日本的出口管制措施是否也涵盖稀土产品？此外，日本政 府以中国针对日本的措施偏离国际惯例为由，向中方提出抗议，并要求撤回，中方对此有何评论？ 毛宁 资料图 图 7日，外交部发言人毛宁主持例行记者会。日本NHK记者提问称，中国商务部昨天发布关于加强两用物 项对日本出口管制的公告，中国政府已公布的2026年度《两用物项和技术进出口许可证管理目录》中， 包含稀土相关的物项。确认昨天发布的加强对日本的出口管制措施是否也涵盖稀土产品？此外，日本政 府以中国针对日本的措施偏离国际惯 ...

"具体的问题请你向中方的主管部门了解。我想指出的是，高市早苗首相涉台错误言论侵害中国主权和 领土完整，公然干涉中国内政，对中方发出武力威胁。为了维护国家安全和利益、履行防扩散等国际义 务，中方依法依规采取措施，完全正当合理。"毛宁表示。 毛宁表示，我们敦促日方正视问题根源，反思纠错，撤回高市早苗首相的错误言论。 来源：长安街知事 毛宁 资料 1月7日，外交部发言人毛宁主持例行记者会。 日本广播协会（NHK）记者提问，中国商务部昨天发布《关于加强两用物项对日本出口管制的公 告》。中国政府已公布的2026年度《两用物项和技术进出口许可证管理目录》中，包含稀土相关的物 项。昨天发布的加强对日本的出口管制措施是否也涵盖稀土产品？此外，日本政府以中国针对日本的措 施偏离国际惯例为由，向中方提出抗议，并要求撤回。中方对此有何评论？ 图。图源：外交部网站 ...

编辑|段炼 杜恒峰 每经编辑｜段炼 1月7日，外交部发言人毛宁主持例行记者会。有记者就中国商务部昨天发布关于加强对日本出口管制的公告提问。 日本广播协会（NHK）记者提问，中国商务部昨天发布《关于加强两用物项对日本出口管制的公告》。中国政府已公布的2026年度两用物项和许可证管 理目录中，包含稀土相关的物项。昨天发布的加强对日本的出口管制措施是否也涵盖稀土产品？此外，日本政府以中国针对日本的措施偏离国际惯例为 由，向中方提出抗议，并要求撤回。中方对此有何评论？ 毛宁 资料图。图源：外交部网站 毛宁表示，我想指出的是，高市早苗首相涉台错误言论侵害中国主权和领土完整，公然干涉中国内政，对中方发出武力威胁。为了维护国家安全和利益， 履行防扩散等国际义务，中方依法依规采取措施，完全正当合理合法。我们敦促日方正视问题根源，反思纠错，撤回高市早苗首相的错误言论。 校对|何小桃 每日经济新闻综合自央视新闻、北京日报 ...