Group 1 - The core issue revolves around the strategic importance of rare earth exports in the context of US-China trade relations, with both countries using tariffs and export controls as leverage [1][6] - China holds a dominant position in the rare earth market, accounting for approximately 60% of global mining and nearly 90% of refining, making it a critical player in the supply chain for various industries, including defense [3][4] - Following the recent trade negotiations, there is speculation about whether China will ease its export controls on rare earths, but experts suggest that China is unlikely to relinquish this strategic advantage [1][6][7] Group 2 - The US is actively seeking alternative sources for rare earths, such as Greenland and Ukraine, but faces significant challenges in terms of cost and development time, with new mines taking an average of 18 years to become operational [7][8] - The US lacks the necessary technology for the separation and processing of heavy rare earths, which further complicates its efforts to establish a self-sufficient supply chain [7][8] - The ongoing situation suggests that a potential reconciliation with China may be the most feasible outcome, despite the complexities involved [8]

近日，中国开展了打击战略矿产走私出口专项行动，近期还将组织一系列行动，而此前实施出口管制的 中重稀土就包含在其中。 此前美国研究机构就发出过担忧，中国的稀土管制使美国无力填补稀土缺口，毕竟当下超九成的稀土都 要由中国进行冶炼加工。 中信建投研报称，自4月4日我国对部分中重稀土出口管制以来，海外稀土供给偏紧，部分产品大幅上 涨。 参考此前我国对锗、镓、锑、钨等产品出口管制之后，国内价格短暂下跌后均出现大幅上涨，因此国内 稀土价格后续有望止跌反弹，大幅补涨海外。建议持续关注稀土板块。 国泰君安证券认为，2025年或再度开启稀土磁材成长大年。 海关总署：中国1-4月稀土出口为18962.3吨。 智通财经APP获悉，有研究机构称，以欧洲为代表的海外稀土价格大幅上涨，贸易商惜售情绪浓厚。国 际能源及大宗商品价格评估机构阿格斯5月6日发布的数据显示，阿格斯99.5%含量氧化镝的欧洲月度评 估价从一个月前的250美元/公斤—310美元/公斤跃升至700美元/公斤—1000美元/公斤。99.99%含量的氧 化铽欧洲到岸价格从4月初的930美元/千克—1000美元/千克上涨到2000美元/千克—4000美元/千克。氧 化镝、氧 ...

Group 1 - The core viewpoint of the article is that the Trump administration is considering reducing tariffs on China from 145% to 50%-54% as part of the upcoming trade talks, which is seen as a strategic move rather than a genuine concession [1][3] - Trump's optimism about the trade talks has raised questions about his sudden softening stance, contrasting with his previous hardline approach on trade issues [3][10] - The U.S. demands for tariff reduction are contingent upon China opening its market fully, lifting restrictions on rare earth exports, and enhancing control over fentanyl, reflecting a strategy to pressure China into accepting unfavorable terms [5][10] Group 2 - China holds a dominant position in the rare earth market, controlling 92% of global refined rare earth production and 60% of mining, making the U.S. heavily reliant on Chinese supplies [12][16] - The existing supply chain dynamics, where China extracts and the U.S. processes rare earths, is set to change with China's new export quota system in 2024, potentially disrupting U.S. manufacturing [14][18] - The U.S. faces significant challenges in rebuilding its rare earth supply chain, with current domestic production insufficient to meet demand, and efforts to collaborate with other countries have been hindered by environmental and regulatory issues [18][20] Group 3 - In response to U.S. pressure, China has initiated a crackdown on the smuggling of strategic minerals, emphasizing the importance of these resources in the trade negotiations [23][25] - The Chinese government has made it clear that any discussions on tariffs must begin with the removal of existing tariff barriers, positioning rare earths as a critical bargaining chip in the negotiations [29]

Core Viewpoint - The article discusses the recent trends in the rare earth market, highlighting the impact of export controls and supply-demand dynamics on prices, particularly in China and overseas markets [4][5][6]. Group 1: Price Trends - After a significant increase in overseas rare earth prices, domestic prices in China have started to show signs of rising, with an average weekly increase of 1.69% for eight rare earth products during the week of May 5-9, 2025 [2]. - The prices of dysprosium oxide and praseodymium-neodymium alloy saw increases of 3.42% and 2.91%, respectively, indicating a shift in market dynamics [2]. - Despite the increase in international prices, China's rare earth price index showed only minor fluctuations, moving from 182.40 points on April 3 to 177.00 points on May 9 [12]. Group 2: Supply and Demand Dynamics - China's export control measures on certain rare earth products, including dysprosium and terbium, have led to a tightening of supply, which is expected to push domestic prices higher in the future [4][5]. - The global demand for rare earths, particularly in electric vehicles and energy-efficient appliances, is projected to grow at an annual rate of 8%-10% through 2025, contributing to a tight supply-demand balance [15]. - The recent export control measures have resulted in a 15.55% decrease in China's rare earth exports from March to April 2024, highlighting the impact of these regulations on market supply [6]. Group 3: Strategic Position and Future Outlook - China holds a strategic monopoly in the rare earth market, with approximately 48.40% of global reserves and 68.50% of annual production [5]. - The article notes that while China is a dominant player, it still imports some rare earth metals from the U.S., indicating a complex interdependence in the global supply chain [9]. - Analysts predict that the global rare earth price center is likely to rise due to ongoing supply constraints and increasing demand, suggesting a potential upward trend in domestic prices as well [15].

中国开展了打击战略矿产走私出口专项行动，近期还将组织一系列行动，而此前实施出口管制的中重稀土 就包含在其中。 此前美国研究机构就发出过担忧，中国的稀土管制使美国无力填补稀土缺口，毕竟当下超九成的稀土都要 由中国进行冶炼加工。 来源：玉渊谭天 责编：叶舒筠 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 突发重磅！港股、A50直线飙升 丨 飙升近13000点！这国股市暴涨至熔断！ 丨 301302，1分钟 拉涨停！这一板块，大爆发！ 丨 日韩股市开盘上涨！人民币走强！ 丨 何立峰：中美达成重要共识 会谈取得实质性进展 丨 300209，"摘星脱帽"！周二复牌！ 丨 两家A股公司高管，不幸逝世！ 丨 泽 连斯基回应普京！"望俄明日停火，乌愿谈判" 丨 iPhone，大降价！ 丨 中美经贸高层会谈11日在日 内瓦将继续进行 校对： 赵燕 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 ...

据玉渊谭天报道，近日，中国开展了打击战略矿产走私出口专项行动，近期还将组织一系列行动，而此前实施 出口管制的中重稀土就包含在其中。此前美国研究机构就发出过担忧，中国的稀土管制使美国无力填补稀土缺 口，毕竟当下超九成的稀土都要由中国进行冶炼加工。 来源：玉渊谭天 责编：汪云鹏 校对： 王蔚 百万用户都在看 巴基斯坦， 重大突发！ 刚刚！普京，重大宣布！ 华尔街大举出手，什么信号？ 集体大涨！两大利好，重磅来袭！ 美国六大州，突然出手！贝森特发声，涉及对华关税 违法和不良信息举报电话：0755-83514034 邮箱：bwb@stcn.com ...

微信编辑：夏木 据玉渊谭天，近日，中国开展了打击战略矿产走私出口专项行动，近期还将组织一系列行动，而此前 实施出口管制的中重稀土就包含在其中。此前美国研究机构就发出过担忧，中国的稀土管制使美国无 力填补稀土缺口，毕竟当下超九成的稀土都要由中国进行冶炼加工。 ...

近日，中国开展了打击战略矿产走私出口专项行动，近期还将组织一系列行动，而此前实施出口管制的 中重稀土就包含在其中。此前美国研究机构就发出过担忧，中国的稀土管制使美国无力填补稀土缺口， 毕竟当下超九成的稀土都要由中国进行冶炼加工。 (玉渊谭天) 中国稀土出口管制还在继续 ...

Core Viewpoint - Domestic rare earth prices are beginning to rise following significant increases in overseas prices, driven by tightening supply and sustained demand from sectors like electric vehicles and energy-efficient air conditioning [2][3][6] Group 1: Price Trends - In the week of May 5-9, 2025, the average price of eight rare earth products increased by 1.69%, with the highest increases seen in dysprosium oxide (3.42%), praseodymium-neodymium alloy (2.91%), and dysprosium-iron alloy (2.24%) [2] - Despite the recent price increases, the domestic rare earth price index showed only a slight decline from 182.40 points on April 3 to 177.00 points on May 9, indicating relative stability [9] - After a period of decline, the domestic rare earth price index began to stabilize and slightly rise from April 27 to May 9, suggesting a potential upward trend [9][10] Group 2: Supply and Demand Dynamics - The tightening of rare earth supply is attributed to export controls implemented by China on certain heavy rare earth products, which include dysprosium, terbium, and others [3][5] - The demand for rare earths is expected to remain strong, particularly in the context of carbon neutrality initiatives, with projected global demand growth of 8%-10% in 2025 [11] - China's rare earth reserves account for approximately 48.40% of global reserves, and its production represents about 68.50% of the global total, indicating a strategic monopoly in the market [4] Group 3: International Market Influences - Recent data indicates that the prices of dysprosium and terbium in Europe have reached historical highs, reflecting a significant surge in international markets [3] - The U.S. has temporarily halted exports of rare earth concentrates to China, which may exacerbate shortages in the international market [7][8] - Analysts suggest that the combination of China's export controls and the U.S. seeking new rare earth sources could lead to a prolonged period of supply shortages globally [6][11]

运营商财经 康钊/文 近日，中国多个部门宣布，严打稀土等战略矿产偷运出国，将进一步加强对镓、锗、锑、钨、中重稀土 等战略矿产实施出口管制。也由此可见，肯定有人铤而走险在偷偷地把稀土卖给美国。 这种开采过程太可怕了，直接把整个山变成寸草不生。 在中国将稀土开采权收归六大国有企业之后，一些人又打起来了偷运稀土的主意。比如 2025 年 4 月， 某地海关查获 600 公斤申报为 "低温焊锡膏" 的铋锡合金，实际 55.3%是稀土"铋"。"铋"是核反应堆冷却 剂和导弹红外制导的关键材料，美国因"铋"的短缺甚至推迟 F-47 战斗机量产，这要是偷运到了美国， 那可解决了F-47 战斗机量产的燃眉之急。 （责任编辑：韩丽） 稀土是中国对付美国的重要工具之一，美国如今越来越 对稀土资源匮乏感到担忧。5月9日，彭博社的消息称， 美国正考虑大幅降低对华关税，同时希望中方采取同等 举措，并取消对美稀土出口限制。虽然美国是否降低关 税不好说，但美国希望中国取消对美国的稀土出口限 制，这肯定是事实。 客观来说，中国管控稀土有点晚，导致产生了一些乱 象。以前是对稀土乱挖乱采，很多民营企业居然都可以 随意开采稀土，只要谁愿意买，就卖给 ...