尽管今年10月美国与中国就解除对稀土供应限制达成协议，但中国仍然限制向美国提供生产永磁材料所需的稀土元素。根据彭博社12月24日的报道，该消息 来源于市场参与者的透露。 诺维昂磁业公司的联合创始人斯科特·邓恩指出，除了中国之外，全球其他地区的年产永磁材料的能力约为5万吨。然而，中国以外地区的稀土矿产资源远不 足以支持如此大的生产规模。 12月18日，中国商务部新闻发言人何亚东就稀土相关出口管制的最新情况做出回应。何亚东表示，自从实施稀土出口管制以来，中国相关主管部门已向出口 商进行了政策解读，并随着经验的积累，部分中国出口商已经达到了申请通用许可的基本要求。据了解，目前已有部分中国出口商提交的通用许可申请已获 得批准。 报道中提到，多位消费者、制造商、政府官员和贸易专家表示，尽管中国已增加了成品（主要是永磁材料）的供应量，美国工业仍然无法获得生产这些产品 所需的原材料，而这正是美国政府的一项重要优先事项。 ...

Group 1 - The US-China trade conflict has entered a pause, but a new round of competition is imminent, particularly in the supply of critical materials [1] - The US government has established a list of untrusted drone suppliers, which includes all foreign manufacturers of drone systems and key components, prompting a swift response from the Chinese Ministry of Commerce [1] - The US Secretary of State has indicated that the Trump administration is unlikely to engage in similar tariff wars in the short term, as cooperation with China is necessary to address economic and trade issues [1] Group 2 - China has completed its layered economic layout by strengthening cooperation with multiple regional economies, forming economic communities that challenge the fragmented global integration order [3] - The China-Russia economic community is taking shape, with Russia accelerating its "Look East" strategy and opening up cooperation in the Far East, aligning with China's revitalization of the Northeast strategy [3] - Central Asian countries have signed a permanent cooperation treaty with China, enhancing economic ties, while ASEAN has become China's largest trading partner [3] Group 3 - The US is facing a prolonged tug-of-war with China, particularly in the semiconductor sector, where China has made significant advancements, including the development of a prototype extreme ultraviolet (EUV) lithography machine [5] - The EUV lithography machine represents a breakthrough for China in high-end manufacturing, indicating that Western efforts to contain China's semiconductor industry may have failed [5] - The US's attempts to impose technology restrictions on China are increasingly ineffective, as China fills the gaps in its manufacturing capabilities [5] Group 4 - The US is experiencing a situation where it is being constrained by China, particularly in the rare earth sector, where China's exports to the US have decreased due to new export control policies [7] - Recent data shows a reduction of 74 tons in China's rare earth exports to the US, which is linked to China's response to US arms sales to Taiwan [7] - China's continued control over military-grade rare earth exports adds pressure on the US government, limiting its actions [7] Group 5 - The US faces significant internal challenges, including a rising national debt exceeding $38 trillion, which has implications for its economic stability [9] - The ongoing political struggles within the US government and societal issues, such as gun violence, reflect a broader crisis that could lead to severe consequences if strategic errors are made [9] - Experts draw parallels between the current US situation and the strategic missteps that contributed to the Soviet Union's collapse, suggesting that the US could face similar risks [9]

Core Viewpoint - China has decided to suspend its export controls on rare earths to the U.S. for one year, yet U.S. companies and politicians continue to criticize China for allegedly obstructing the establishment of a domestic rare earth processing industry [1][4]. Group 1: Export Controls and Market Reactions - Despite China's increase in the delivery of key minerals like rare earth magnets, U.S. industries still claim they cannot obtain sufficient necessary materials for production [1][4]. - The U.S. government has not ceased its pressure on Chinese companies, even as it accuses China of limiting raw material supplies [1][5]. - Data from China's customs indicates that while exports of permanent magnets to the U.S. decreased by 11% in November compared to the previous month, overall exports of rare earth elements and products increased by 13% [4]. Group 2: Industry Concerns and Strategic Responses - U.S. companies express concerns about potential future restrictions on rare earth exports from China after the one-year suspension period ends [8]. - The U.S. and EU are developing emergency plans to enhance local production of minerals, diversify supplier networks, and establish strategic reserves, although experts acknowledge there are no quick solutions [6][8]. - The U.S. Geological Survey reported that from 2020 to 2023, 70% of the rare earth compounds and metals imported by the U.S. came from China, highlighting China's dominant position in the market [6]. Group 3: Diplomatic Engagements - Recent economic discussions between China and the U.S. have focused on rare earths, with both sides expressing a commitment to continue constructive dialogue and cooperation [9]. - China's recent measures regarding export controls are framed as a legal and regulatory improvement to its export control system, emphasizing its role in maintaining global supply chain stability [8].

隔夜，欧美市场在节日效应下资金驱动美股和商品市场上涨，贵金属受到金融属性和工业属性双重提振 而涨幅领先，金银均创历史新高，铂金涨幅则更大。国际金价开盘后持续震荡上行价格突破前高涨幅进 一步扩大站上4400美元上方，收盘报4442.41美元/盎司，涨幅2.41%；国际银价开盘早段快速拉升至69 美元上方后有所回落尾盘涨幅回升，收盘报69.01美元/盎司，涨幅2.8%。铂钯在市场规模相对较小的情 况下涨幅更加显著，广期所盘中铂金、钯金合约均触及涨停，伦敦铂金站上2100美元上方收盘价为 2123.35美元/盎司创2008年以来新高，现货钯金涨幅相对较小收盘报11美元/盎司，涨2.76%。截至11点 20分，有色金属ETF(512400.SH)涨1.95%，山东黄金涨7.67%。 总体看，有色金属板块投资逻辑聚焦三 大主线： （一）贵金属：降息预期、库存低位和避险情绪共振 近期贵金属价格表现强势，现货黄金、白银价格持续攀升并屡创新高；铂钯期货主力合约，日内涨幅超 5%且多次触及涨停。核心驱动因素在于市场对美联储后续降息的预期持续升温，叠加全球地缘政治不 确定性引发避险情绪攀升。行业统计显示，目前COMEX白银库存约 ...

转自：外交部发言人办公室 2025年12月19日外交部发言人郭嘉昆 我们要强调，中国核心利益不容损害，台湾问题不容干涉，中国底线不容触碰。"台独"与台海和平水火不容，任何武装台湾的行径都将面临严重后果。台海 和平稳定的真正威胁是赖清德当局"台独"分裂活动和外部势力介入。所谓助台应对"威胁"，只会助长"台独"嚣张气焰，让台湾老百姓坐在"火药桶"上，把台 海推向危险境地，也势必推高中美冲突对抗的风险。 主持例行记者会 Foreign Ministry Spokesperson Guo Jiakun's Regular Press Conference on December 19, 2025 《环球时报》记者：昨天美方批准大规模对台军售后，有外媒报道称，美方此举是为"助台保持足够防卫能力"，售台武器同台湾面临的"威胁"相适应。中方 对此有何评论？ Global Times: Foreign media reported that the U.S.'s large-scale arms sales to Taiwan announced yesterday were to "assist Taiwan in mai ...

Group 1 - The European Union (EU) is responding to China's long-term export licenses for rare earth minerals, which are crucial for clean technology, automotive production, and defense sectors [1] - The EU Trade Commissioner noted that while some companies have received these licenses, further details are needed for a comprehensive assessment of the process [1] - China's new export licensing requirements for rare earths were introduced in April 2025, as a direct response to U.S. tariffs, and were further strengthened in October 2025 [1][7] Group 2 - Ursula von der Leyen, President of the European Commission, criticized China's export restrictions during a conference in Berlin, highlighting their impact on the automotive, defense, and AI sectors [3] - The EU has launched the RESourceEU initiative to reduce dependency on Chinese raw materials, focusing on partnerships with countries like Australia, Canada, and Chile [3] - The initiative also aims to increase investment in domestic production and recycling of critical raw materials within the EU [3] Group 3 - The EU Commission initiated an anti-subsidy investigation into Chinese electric vehicles, citing evidence of unfair competition due to low-priced subsidized imports [4] - The investigation period covers from October 1, 2022, to September 30, 2023, with trend analysis dating back to January 1, 2020 [4] - The EU plans to impose temporary tariffs on Chinese electric vehicles by July 2024, followed by permanent tariffs in October 2024 [4] Group 4 - China's Ministry of Commerce emphasized the importance of maintaining a fair trade environment through anti-dumping investigations against certain EU products [5] - Negotiations between China and the EU are ongoing to discuss issues such as minimum pricing mechanisms for electric vehicles [5] - The EU's response to China's export controls includes joint procurement and stockpiling of critical raw materials to mitigate potential supply disruptions [7][8] Group 5 - The EU is accelerating diversification efforts in response to strengthened rare earth export controls from China, aiming to reduce reliance on Chinese dominance in the market [8] - Cooperation agreements with countries like Canada are being pursued to enhance exploration and processing of raw materials [8]

本周流感活动水平出现下降，甲型H3N2为主要毒株 国家卫健委12月19日举行新闻发布会，专家介绍，当前我国呼吸道传染病疫情仍然处于高发季节。从中国疾控中心发布 的监测报告来看，流感病毒是我国急性呼吸道传染病主要流行的病原体，呼吸道合胞病毒、鼻病毒亦存在一定水平的活 动。本周我国流感活动水平出现下降，但是总体仍处于高流行水平。从哨点医院流感病毒检测阳性率情况来看，门急诊 流感样病例和住院的严重呼吸道感染病例当中，流感病毒检测阳性率均居首位。甲型H3N2为主要的流感毒株。从各省 监测情况来看，南方部分省份疫情达峰时间略晚于北方。总体来看，各省份流行强度处于动态变化之中，请大家重视并 做好个人和家人的防护措施。 医保局："医保影像云"四项规范向社会征求意见 据国家医保局网站12月19日消息，为解除群众疾病医疗后顾之忧，更好维护医保参保人权益，国家医保局依托全国医保 信息平台，组织开展医保影像云系列规范研究，制定形成了四项《"医保影像云"基础规范》，公开征求社会意见。本次 规范编制的核心目标是加快推进医保影像云高质量建设，构建影像检查数据全国存储、机构调阅、参保人查阅的数字化 服务平台，支撑全国定点医疗机构间医保支付 ...

Group 1 - The rare earth metal market, particularly yttrium, has seen a dramatic price increase, with prices soaring 15 times in one year and some Western markets experiencing a rise of up to 4400% [1] - Yttrium is crucial in high-tech industries such as aerospace, medical devices, and semiconductors, serving as a key material in high-temperature superconductors, LED lighting, and precision medical equipment [1] - The military applications of yttrium include its use as a high-temperature shield in turbine blades for aircraft engines, highlighting its strategic importance [1] Group 2 - China's dominant position in yttrium production, combined with strict export controls set to take effect in April 2025, has led to a significant supply-demand imbalance, with exports expected to drop by 78% in the first half of 2025 [3] - The export control measures are part of China's strategic reassessment of its rare earth resources, aiming to return their value to a reasonable level rather than simply cutting off supply [3] - The U.S. Department of Defense has recognized the risks in the rare earth supply chain and is taking steps to secure domestic production by acquiring a stake in MP Materials, the only rare earth producer in the U.S. [5] Group 3 - The construction of a mature rare earth supply chain requires long-term technological accumulation, and MP Materials is not expected to start effective yttrium production until mid-2026 [6] - Global exploration for rare earth alternatives is underway, with companies like Lynas in Australia working to increase yttrium production capacity, although specific growth figures remain unclear [6] - The competition for rare earth resources is intensifying, with China maintaining a unique advantage in the complete rare earth supply chain, thus gaining international influence over resource value distribution [6] Group 4 - The demand for rare earth metals in advanced technology sectors is growing irreversibly, with applications expanding across aerospace, high-end medical, renewable energy, and information technology industries [8] - The U.S. attempts to decouple its supply chain and the international focus on rare earth resources indicate a fierce strategic competition for these materials [8] - The volatility in yttrium prices reflects the normal market economic principles and the broader geopolitical dynamics surrounding resource interests [8]

郭嘉昆表示，我们要强调，稀土等物项具有军民两用属性，对其实施出口管制是国际通行做法，体现了 中国坚定维护世界和平与地区稳定，积极参与防扩散国际努力的一贯立场。中方依法依规开展稀土相关 物项出口管制工作，不针对特定国家，只要是用于民用用途的合规的出口申请，中国政府都将及时予以 批准。中方愿同有关国家和地区加强对话合作，共同维护全球产供链稳定。 （总台央视记者朱若梦） 外交部：中方依法依规开展稀土相关物项出口管制工作 12月19日，外交部发言人郭嘉昆主持例行记者会。有记者就中国开始发放新的稀土出口许可证相关内容 提问。 ...

12月19日，外交部发言人郭嘉昆主持例行记者会。有记者就中国开始发放新的稀土出口许可证相关内容 提问。 郭嘉昆表示，我们要强调，稀土等物项具有军民两用属性，对其实施出口管制是国际通行做法，体现了 中国坚定维护世界和平与地区稳定，积极参与防扩散国际努力的一贯立场。中方依法依规开展稀土相关 物项出口管制工作，不针对特定国家，只要是用于民用用途的合规的出口申请，中国政府都将及时予以 批准。中方愿同有关国家和地区加强对话合作，共同维护全球产供链稳定。 （文章来源：央视新闻客户端） ...