美国商务部长：正在考虑撤销拜登关于枪支出口管制的临时规定。 ...

美国商务部长卢特尼克：美国需要更多的出口管制执法人员。 ...

Core Viewpoint - The U.S. Secretary of Commerce, Gina Raimondo, is advocating for increased funding for U.S. export control agencies to enhance their capabilities and effectiveness in regulating exports [1] Group 1 - The call for more funding is aimed at strengthening the U.S. export control system, which is crucial for national security and economic interests [1] - Increased resources are necessary to address the growing complexities of global trade and technology transfer [1] - The emphasis on funding reflects the government's recognition of the importance of export controls in maintaining competitive advantages and protecting sensitive technologies [1]

近段时间，白宫经常传出希望中美高层将要举行通话的消息，足以看出美国已迫不及待想和中国谈判。 可面对白宫方面声称中美高层或在本周通话的言论，中方的一句话，狠狠打了美国的脸。 中国手中的"稀土牌"，成为了我们与美国的"关税战"中最好的反制手段。这从特朗普政府频频暴怒跳脚，出台一系列对华限制措施的表现可以看出来。 美国一边不断发起对华制裁，一边又企求对华通话，葫芦里卖的什么药呢？其实原因很简单，那就是美国迫切希望中国能放松稀土出口管制，被"卡脖子"的 美国，有些喘不过来气了。 6月2日，白宫新闻秘书莱维特言之凿凿，称特朗普在本周可能与中方领导人通话。而在此前，美财政部长贝森特等多名美国官员都表示中美两国元首将举行 通话。 咱们也不知道美国人是从哪得来的消息，把没影儿的事说得跟真的似的。6月3日，中国外交部例行记者会上，针对记者提问此事，外交部发言人林剑用简短 的一句话做出回应。 "我没有可以提供的消息。"短短几个字，已把中国的态度表达的十分清楚。美国所期待的中美高层通话，想和我们谈贸易问题，在我们没有看到美国做出实 质性让步，是绝无可能的。 美国"政客新闻网"做出分析称，特朗普政府之所以大肆散布中美将通话的消息，一 ...

Domestic News - The Ministry of Commerce stated that applications for rare earth export licenses that meet regulations will be approved, emphasizing the dual-use nature of such items and the importance of compliance in trade [1] - In May, the retail sales of new energy vehicles in China reached 1.056 million units, a year-on-year increase of 30%, with a penetration rate of 53.5% [2] - The logistics industry prosperity index for May was reported at 50.6%, indicating continued expansion, supported by factors such as consumption recovery and increased logistics demand [2] Economic Indicators - The Caixin China Services PMI for May recorded 51.1, indicating an acceleration in the expansion of the services sector [3] - The People's Bank of China is enhancing credit support for small and medium-sized enterprises, focusing on employment and growth stabilization [2] International News - The U.S. government announced visa restrictions for international students at Harvard University and imposed entry limitations on citizens from several countries, including Afghanistan and Iran [4] - The Bank of England's survey indicated that businesses expect inflation rates to remain stable at 3.2% for the next year [4] Market Overview - The Shanghai Composite Index rose by 0.23% to 3384.1, while the Shenzhen Component Index increased by 0.58% to 10203.5 [6] - The onshore RMB traded at 7.1838, down by 56 points, and the offshore RMB at 7.1785, down by 62 points [6]

外交部发言人林剑6月5日主持例行记者会。 美方拟收紧外国公司在美上市 外交部回应 有记者就美国拟收紧外国公司在美上市一事提问。林剑表示，美方应恪守公平竞争的市场原则，停止将经贸问题政治化，为包括中国企业在内的各国企业提 供公平、公正、非歧视的营商环境。林剑强调，中方将采取必要手段，坚决维护中国企业的正当合法权益。 据报道，美国白宫4日发布公告，宣布全面限制阿富汗、缅甸、伊朗、也门等12个国家的公民入境美国，部分限制布隆迪等7国公民入境。 对于上述消息，在5日举行的中国外交部例行记者会上，外交部发言人林剑在回应外媒记者"中方对此有何评论"的提问时表示，我们注意到了有关报道，人员 往来是促进国家间交流与合作的基础。 综合自央视新闻、澎湃新闻 责编：叶舒筠 校对： 冉燕青 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。 外交部回应稀土出口管制：符合国际通行做法 不针对特定国家 日本NHK记者提问，报道称，受中国稀土出口管制影响，日本汽车制造商铃木因零部件采购延误，已暂停在日本生产其主要小型车。外交部对此有何看法？ 林剑表示，中方出台的出口管 ...

金十数据6月5日讯，今日，外交部发言人林剑主持例行记者会。有记者就中国稀土出口管制一事提问。 林剑表示，中方出台的出口管制措施符合国际通行做法，是非歧视性，不针对特定国家，关于你提到的 具体问题，建议询问中方的主管部门。 （央视新闻） 外交部回应稀土出口管制措施 ...

据知情人士透露，中方于去年6月公布了建立稀土产品信息追踪系统的高层规划，但直到上周才再次提 及。报道认为，这一额外增加的审查表明，中国对稀土以及相关磁体的出口管制可能成为长期政策，而 中国在这些领域的生产方面几乎处于垄断地位。 与此同时，美国和其他国家则一直希望，中方能够取消出口禁令。"我们目前的推测是，中国将继续其 稀土出口管制机制，因为这是中国手中的一张王牌。"新加坡市场调研机构Edge Research的创始人蒂姆· 张（Tim Zhang）说道。 另一名知情人士则称，中国政府的长期目标是追踪整个稀土生产链，而不仅仅是稀土磁铁，以强化行业 管控，打击走私、非法开采和逃税等违法行为。 【文/观察者网 熊超然】路透社6月4日援引三名消息人士报道称，随着出台出口管制政策，中国已对稀 土磁铁行业引入了跟踪系统。这些知情人士透露，中方的追踪系统已于上周生效——要求生产商在线提 交包括交易量和客户名称在内的额外信息。 今年4月2日，美国特朗普政府对全世界高举关税大棒征收所谓"对等关税"，对华关税高达145%。 随后，中方立即出台系列措施精准反击，除加征关税外，还对钐、钆、铽、镝、镥、钪、钇等7类中重 稀土相关物项实 ...

Group 1: Market Reactions and Political Developments - The market anticipates favorable policies from the Lujiazui Forum, reflected in a 0.60% increase in the Hang Seng Index [1] - The election of Lee Jae-myung as South Korea's president led to a 2.66% rise in the KOSPI index, entering a technical bull market, with a target of 5000 points set by Lee [1] - Lee's political agenda includes promoting cryptocurrency ETF legalization and establishing a regulatory framework for stablecoins, benefiting companies like OSL Group [1] Group 2: Rare Earth Export Controls and Automotive Industry - China's rare earth export controls have raised concerns among global automakers about potential production delays, prompting urgent discussions for alternative solutions [2] - Jinli Permanent Magnet reported a 14.19% year-on-year revenue increase to 1.754 billion yuan and a 57.85% rise in net profit, with expectations of a 20-30% production increase this year [2] - Lithium resource stocks, including Longpan Technology and Tianqi Lithium, saw gains exceeding 4% [2] Group 3: Energy Sector Developments - Meta signed a 20-year contract with Constellation Energy to purchase nuclear power starting mid-2027, highlighting the shift towards low-carbon energy sources [3] - China General Nuclear Power's stock surged over 28% following a uranium sales agreement with its parent company, indicating strong market interest in nuclear energy [3] - Other green energy stocks, such as Shankai Holdings, also experienced significant gains [3] Group 4: Biotechnology and Clinical Research - Innovent Biologics presented promising Phase I clinical trial data for its dual-specific antibody IBI363 at the ASCO annual meeting, leading to a stock increase of over 14% [4] - Other biotech firms, including Junshi Biosciences and Innovent, reached annual highs, indicating strong investor interest in the sector [4] Group 5: Consumer Market Trends - TOPTOY, a trendy toy platform, is preparing for an IPO, capitalizing on the booming market for collectible toys [5] - Other consumer stocks, such as Mixue Group and Maogeping, also saw significant increases, reflecting a collective bullish sentiment in the consumer sector [5] - The new regulations on e-cigarette production in China are expected to enhance investor confidence in the industry, with related stocks like Smoore International rising over 13% [5] Group 6: Data Center Industry Insights - Neway Network Group is positioned to benefit from the doubling demand for data centers in the Asia-Pacific region, driven by AI and digital transformation [8] - The company is expanding its data center capacity significantly, with projects like MEGAIDC expected to enhance its operational capabilities [9][10] - The firm has established itself as a leading interconnection hub in Asia, with major clients including Amazon AWS and Alibaba [10]

Core Viewpoint - The article discusses China's export control on rare earths as a strategic move to counter the United States' attempts to dominate global technology and supply chains, highlighting the escalating trade tensions between the two nations [1][2]. Group 1: Impact on U.S. Manufacturing - China's rare earth export restrictions have significantly pressured the U.S. government, particularly affecting its advanced manufacturing sectors [2]. - The U.S. is facing potential supply chain disruptions in critical industries such as automotive, aerospace, and military contracting due to China's control over rare earth supplies [1][5]. Group 2: U.S.-China Supply Chain Dynamics - The ongoing U.S.-China supply chain competition has roots in previous trade tensions, with U.S. companies relocating factories to countries like Vietnam and Mexico to mitigate risks [5]. - Since 2022, the U.S. has expanded its semiconductor export control measures to prevent advanced technology from reaching China, which has faced resistance from American industries [5]. Group 3: China's Regulatory Measures - China has implemented a new export licensing system for rare earths, requiring individual permits for each shipment, which enhances monitoring of the end-users and supply chain [6]. - The Chinese government has clarified that delays in rare earth exports are due to the new approval system rather than intentional obstruction [6]. Group 4: Diplomatic Tensions - The article notes that the U.S. has been increasing trade tensions by introducing new discriminatory measures against China, which has led to accusations of China violating trade agreements [7]. - China's Ministry of Commerce has urged the U.S. to correct its actions and work towards a stable and sustainable economic relationship [7].