Core Viewpoint - The Chinese government maintains that its policies regarding the export of rare earth metals and magnets align with international norms, expressing a willingness to enhance dialogue and cooperation with relevant countries and regions to ensure the stability and security of global supply chains [1]. Group 1 - The European Union has expressed concerns over China's restrictions on the export of rare earth metals and magnets [1]. - The Chinese Foreign Ministry spokesperson indicated that discussions on this matter may occur during the upcoming China-Europe leaders' meeting [1]. - China emphasizes its commitment to international practices in export control policies [1].

【文/观察者网 柳白】在中方战略矿物走私转运之际，中国锗和锑这两种关键矿产的出口在过去三个月 出现大幅下滑。 此前有外媒披露，为，有美国买家通过第三国转运拿到了矿物，自中国去年禁止向美国出口锑以来，仍 有大量锑从泰国和墨西哥涌入美国。 中国在锑和锗等关键矿物的供应方面处于主导地位，锗和锑广泛应用于武器、电信和太阳能电池领域。 与稀土类似，中国是这两种元素的最大开采和精炼国。 中国海关总署7月20日发布的数据称，6月锑和锗的出口量较1月分别下降了88%和95%。 数据显示，从去年12月至今年4月，美国从泰国和墨西哥进口了3834吨锑氧化物。美国海关数据显示， 这一数量几乎超过了此前三年总和。 在美国打压中国芯片产业之后，中方去年12月发布了关于加强相关两用物项对美国出口管制的公告，原 则上不予许可镓、锗、锑、超硬材料相关两用物项对美国出口。 中国今年4月将稀土纳入出口管制清单，导致出口量骤降，迫使部分欧洲和美国汽车制造商暂停部分生 产线。 随着中美达成协议，中国6月稀土出口强劲反弹，对美国的稀土磁体出口量激增至5月的七倍以上。 2023年5月10日，上海，中国品牌日，北方稀土展示的稀土产品。视觉中国 但与此同时 ...

Group 1 - The article discusses a significant shift in the Trump administration's policy towards China, particularly the recent decision to lift restrictions on the sale of the H20 chip, indicating a move from a hardline stance to a more conciliatory approach [1][3][4] - The change in policy is attributed to China's countermeasures, including restrictions on rare earth exports, which have impacted American industries, prompting the U.S. to reconsider its aggressive trade tactics [4][6] - U.S. officials believe that the decision to reverse the H20 chip ban is part of a broader negotiation framework with China, aimed at improving relations and facilitating trade discussions [1][3][5] Group 2 - The article highlights the growing influence of China on the U.S. economy, as evidenced by the disruption of supply chains for critical materials, leading to production halts in American factories [4][6] - There is a recognition within the Trump administration that a hardline approach may not yield the desired results, with some officials advocating for a more flexible strategy that prioritizes maintaining technological leadership [1][7] - The article notes that the U.S. is attempting to reduce its dependence on Chinese rare earth materials, but this process is complex and cannot be achieved quickly, as China plays a crucial role in various industries [6][7]

Core Viewpoint - The article discusses China's recent adjustments to its export control regulations, particularly in response to the ongoing trade tensions with the United States and the European Union, indicating a strategic shift to strengthen its position in the global market [1][4]. Group 1: Export Control Adjustments - The Ministry of Commerce and the Ministry of Science and Technology in China released a new "Catalog of Technologies Prohibited and Restricted from Export," which includes new restrictions on battery cathode material preparation technology and modifications to existing restrictions on non-ferrous metal metallurgy technology [1][4]. - A clear distinction has been made regarding technologies that are prohibited from export and those that are restricted, which require permission for export [4]. Group 2: Strategic Implications - China's adjustments signal its readiness for a prolonged trade conflict, as the U.S. and Western countries have faced significant impacts from China's export controls, leading to a preliminary trade framework agreement between China and the U.S. [5]. - The necessity for China to prepare for a comprehensive trade agreement with the U.S. is emphasized, as many details remain to be negotiated, and external pressures from the U.S. on other countries to isolate China could pose risks [7][9]. Group 3: Diplomatic Efforts - China's Foreign Minister Wang Yi has been actively visiting Europe and ASEAN countries, which are crucial trade partners, to strengthen alliances amid the trade tensions [9]. - Despite the EU's initial response to the U.S. tariffs, it is anticipated that they may ultimately compromise, while China is encouraged to pursue one-on-one cooperation with individual EU member states [10]. Group 4: Strategic Resource Management - By tightening export controls on battery technology, China aims to leverage its position in negotiations with Europe, particularly in the electric vehicle sector, while also countering Western supply chain restructuring efforts [12]. - The article highlights the potential vulnerability of the U.S. and Europe regarding lithium resources, suggesting that China's technology export restrictions could undermine the so-called "critical mineral alliance" [12].

Core Viewpoint - China is prepared for a prolonged trade conflict with the U.S. and has implemented new export control measures to strengthen its strategic position in the ongoing trade war [1][3][9] Summary by Relevant Sections Export Control Measures - The Ministry of Commerce of China has released a new version of the export control technology catalog, which includes a list of technologies that are prohibited from export and those that require licensing for export [1] - Key changes in the catalog focus on building environment control technology, battery technology, and non-ferrous metal metallurgy technology [1] Strategic Preparedness - China recognizes that the trade conflict with the U.S. is unavoidable and is taking steps to prepare for potential escalations, including the possibility of a second round of tariff wars initiated by the U.S. [6] - The recent changes in trade rules and diplomatic efforts are aimed at transforming China's position from passive to proactive in the face of external pressures [6][8] Diplomatic Efforts - Chinese Foreign Minister Wang Yi has been actively engaging with various countries, including visits to Europe and Malaysia, to strengthen alliances and prepare for upcoming international meetings [6] - There is an acknowledgment that the European Union is not entirely unified and that China can adopt a strategy of "picking off" individual EU countries for cooperation [8] Importance of Strategic Assets - The export control measures are viewed as a "trump card" that can help China maintain a strong position in the face of Western pressures [8][9] - The ability to control core technologies and resources is seen as essential for China to remain competitive and resilient against U.S. attempts to impose tariffs and other trade barriers [3][9]

Core Viewpoint - The article discusses the recent adjustments made by the Ministry of Commerce and the Ministry of Science and Technology to the "Catalog of Technologies Prohibited or Restricted from Exporting in China," particularly focusing on dual-use technologies and their implications for the new materials and emerging technologies sector [1][2]. Summary by Relevant Sections Adjustments to Export Control Catalog - On July 15, the Ministry of Commerce and the Ministry of Science and Technology announced adjustments to the export control catalog, specifically including dual-use technologies [1]. - The adjustments follow a public consultation that began on January 2, where significant deletions and refinements were made to the catalog, particularly in the chemical raw materials and chemical products manufacturing sector [2]. Key Changes in Battery Materials - The revised catalog now includes specific control points for battery cathode material preparation technologies, particularly lithium iron phosphate and lithium manganese iron phosphate, due to their increasing application in sensitive fields [2]. - The control points for lithium iron phosphate preparation technology now require: - A powder compact density of ≥2.38g/cc at 220MPa (down from 300MPa in the earlier version) - A first-cycle coulombic efficiency of ≥95% - A discharge capacity of ≥155mAh/g at 0.1C [2][7]. - For lithium manganese iron phosphate, the requirements include: - A powder compact density of ≥2.38g/cc at 220MPa - A first-cycle coulombic efficiency of ≥95% - A discharge capacity of ≥155mAh/g at 0.1C and an average voltage of ≥3.85V [2][7]. New and Modified Technologies - The article lists newly added or modified technologies in the new materials and emerging technologies sector, including: - Non-metallic mineral products manufacturing technologies - High-temperature alloy production technologies - Rare earth extraction and processing technologies [4][5][6]. - Specific technologies related to battery materials and their preparation processes have been highlighted, indicating a focus on enhancing the control over sensitive technologies [4][5][6]. Implications for Industry - The adjustments in the export control catalog are expected to impact the new materials and emerging technologies sector significantly, particularly in the areas of battery technology and rare earth materials [2][4]. - Companies involved in the production of these materials may need to adapt their processes to comply with the new regulations, which could affect their operational strategies and market positioning [2][4].

会议要求，各有关部门要持续深入开展专项行动，进一步加大执法力度；研究建立两用物项出口管制联合 执法协调中心； 依法从严从快查办重大违法犯罪案件 ，及时公布一批典型执法司法案例；坚决防止绕道 出口，将规避国家出口管制措施的境外最终用户列入出口管制管控名单；制定并发布战略矿产合规出口工 作指引；指导警示出口企业做好尽职调查， 严防相关物项被非法用于军事用户或军事用途 。 来源：央视新闻 责编： 王璐璐 校对：苏焕文 会议指出，专项行动启动以来，各有关部门深入贯彻落实党中央、国务院决策部署，成立专班、迅速行 动，制定方案、明确任务，对战略矿产走私出口"零容忍、出重拳"，不断加大执法办案力度 ，侦办了一 批战略矿产非法出口案件，抓获了一批走私犯罪嫌疑人 ，专项行动取得阶段性成效。 会议强调，当前打击战略矿产走私出口形势依然严峻， 少数不法分子为了一己私利、内外勾结实施走私 的案件仍有发生，虚假申报、第三国转运等规避手法日趋隐蔽。 各有关部门必须"守土有责、守土尽 责"，始终保持严查严打高压态势，严防战略矿产及相关技术非法外流。 据央视新闻消息，7月19日，国家出口管制工作协调机制办公室组织商务部、公安部、国家安全部、 ...

Group 1 - The core viewpoint emphasizes that cooperation and win-win outcomes between China and the US are essential, while suppression and containment have no future [1][5] - The Chinese Ministry of Commerce confirmed ongoing communication with the US regarding trade negotiations, highlighting the approval of Nvidia's H20 chip sales to China as part of these discussions [1][3] - Nvidia's CEO expressed the attractiveness of the Chinese market and the company's willingness to deepen cooperation in artificial intelligence with Chinese partners [1][3] Group 2 - The US government's export control measures have negatively impacted American companies, with Nvidia estimating a loss of $5.5 billion due to restrictions on chip sales to China [3][4] - A report from the New York Federal Reserve indicated that export controls have led to significant declines in revenue and profitability for affected US companies, with an average revenue drop of 8.6% and a 25% decrease in earnings before interest and taxes [4] - The report also noted a 7.1% reduction in employment among affected US companies, highlighting the broader economic implications of these export controls [4] Group 3 - The Chinese semiconductor industry is determined to continue its development despite US pressures, with industry leaders advocating for a return to fair competition based on product and company capabilities [6] - The Chinese semiconductor industry association aims to strengthen international cooperation, including with US counterparts, to maintain industry interests and promote open collaboration [6]

7月18日，外交部发言人林剑主持例行记者会。有记者就印度外长访华及中国稀土（000831）出口管制 提问。林剑表示，关于外长访华中方已经发布了消息。关于稀土的出口管制问题，林剑强调，中方的相 关政策符合国际惯例，我们也愿同有关国家和地区继续加强出口管制领域的对话合作，共同维护全球产 供链的稳定与安全。(央视新闻) ...

Core Viewpoint - China is implementing export controls on strategic resources like antimony, gallium, and germanium to safeguard national security and counter external pressures, while some U.S. buyers are circumventing these restrictions through third-party countries [1][4][9] Group 1: Export Controls and U.S. Response - In December 2024, China announced a ban on exports of key minerals to the U.S., which is a response to U.S. sanctions against Chinese tech companies [4][9] - U.S. Treasury Secretary Janet Yellen publicly called for China to expedite rare earth exports, highlighting the tension between U.S. demands and China's strategic interests [6][7] - The U.S. has seen a significant increase in imports of antimony oxide from Thailand and Mexico, totaling 3,834 tons from December 2024 to April 2025, surpassing the total from the previous three years [1][3] Group 2: Smuggling and Market Impact - U.S. companies are reportedly using deceptive practices to import these minerals, labeling shipments as other products to bypass Chinese restrictions [3][6] - The prices of gallium, germanium, and antimony have reached historical highs due to these supply chain disruptions, indicating a significant market impact [3][9] - The Chinese government is taking decisive action against smuggling, with a coordinated effort involving customs and law enforcement to crack down on illegal activities [7][9] Group 3: Strategic Implications - The situation reflects the broader international competition and the complexities of U.S.-China relations, where both sides are trying to leverage their positions [4][9] - China's export controls are seen as a legitimate response to U.S. actions that threaten its technological advancement, particularly in semiconductor and military sectors [4][9] - The ongoing conflict over rare earth minerals is likely to escalate if the U.S. continues to ignore China's warnings, emphasizing the need for fair trade practices [9]