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]

Group 1 - The core viewpoint of the article is that the EU is preparing to impose tariffs on US services as a response to the US's recent tariff announcements, escalating the trade conflict into the digital services sector [1][2][4] - The EU is considering a potential tariff list that includes fees on digital services, particularly targeting advertising revenue from US tech companies [2][3] - The EU's response is partly driven by the significant trade surplus the US enjoys in services, amounting to approximately $100 billion annually, making it a more vulnerable target for retaliation [3] Group 2 - The trade negotiations between the US and EU are currently at an impasse, with both sides expressing a willingness to retaliate if necessary [4] - EU officials are actively discussing the situation in Washington, indicating that there are still considerable differences between the two parties [4] - The EU is open to accepting a 10% tariff but seeks to reduce the 25% tariff on automobiles and secure guarantees on future exemptions for pharmaceuticals and semiconductors [4]

Group 1: Tax Policy Changes - The Ministry of Finance has adjusted the consumption tax policy for super luxury cars, expanding the scope to include passenger cars and light commercial vehicles with a retail price of 900,000 yuan (excluding VAT) and above, regardless of the type of power source [1] Group 2: Company Financial Performance - Jin Jiang International Hotel's first financial report after submitting its IPO application shows a projected net profit decline of over 50% for the first half of 2025, estimating a profit of 360 million to 400 million yuan, down from the previous year by 4.88 billion to 4.48 billion yuan, a year-on-year decrease of 57.53% to 52.81% [2] - ScaleAI plans to lay off approximately 200 full-time employees, which is 14% of its workforce, as part of a restructuring of its generative AI business [6] - Kingwise Technology has successfully won multiple projects from the State Grid and China Southern Power Grid, with a total bid amount of 133 million yuan [7] - Datang Power's electricity generation for the first half of 2025 increased by 1.30% year-on-year, totaling approximately 123.99 billion kWh, with wind and solar power generation rising by 31.27% and 36.35% respectively [8] - Jinduicheng Molybdenum's net profit for the first half of 2025 is reported at 1.38 billion yuan, a year-on-year decrease of 8.45% [9] - Zongheng Co. expects a revenue increase of 61.72% for the first half of 2025, projecting a revenue of 135 million yuan [10] - Xiamen Tungsten's net profit for the first half of 2025 is reported at 972 million yuan, a year-on-year decrease of 4.41% [11] Group 3: Market Trends - The ChiNext index experienced a rise of 1.76%, with significant gains in AI hardware and innovative pharmaceutical sectors, while traditional sectors like real estate and power saw declines [12]

贸促会会长任鸿斌：英伟达公司创始人兼CEO黄仁勋表示有意继续参加2026链博会。与黄仁勋在展会前夕进行了一次“非常圆满”的交流。黄仁勋高度认同链博会背后的理念，促进全球供应链合作，因此决定明年继续参展。外汇交易员 (@myfxtrader):英伟达CEO黄仁勋：出口管制超出了我们的控制范围，我们只需要不断适应，我们越敏捷，就越能适应这个不断变化的世界。如果能见到习近平主席是我的荣幸，只可惜没有被邀请。 ...

Core Viewpoint - Yingke New Materials Co., Ltd. has been fined 2 million RMB for smuggling and illegal export of controlled items, specifically ammonium fluoride, by providing false customs documentation [3][7][8]. Group 1: Company Violations - Yingke New Materials Co., Ltd. exported 63 tons of ammonium fluoride, declaring the final destination as Indonesia, while knowing the actual destination was Egypt [3][5]. - The company collaborated in creating false customs documents and submitted these along with the export license for Indonesia to the freight forwarding company [3][5][7]. Group 2: Legal and Regulatory Framework - The actions of Yingke New Materials violated the Export Control Law of the People's Republic of China, specifically Article 34, which pertains to evading customs supervision and unauthorized export of controlled items [3][7]. - The company has the right to appeal the penalty within 60 days or file a lawsuit within six months as per the Administrative Reconsideration Law and the Administrative Litigation Law of China [8][10]. Group 3: Company Background - Yingke New Materials Co., Ltd. was established in 2004 and listed on the New Third Board on December 2, 2016, with stock code 839999 [13]. - The company has received various recognitions, including being a high-tech enterprise in Hebei Province and a member of the National Council for Military-Civilian Dual-Use Technology and Products [13].

英伟达CEO黄仁勋：出口管制超出了我们的控制范围，我们只需要不断适应，我们越敏捷，就越能适应这个不断变化的世界。如果能见到习近平主席是我的荣幸，只可惜没有被邀请。外汇交易员 (@myfxtrader):英伟达CEO黄仁勋：与何立峰副总理进行了一次很好的会议。他们想知道英伟达是否会继续在中国投资，而我们会（继续投资）。开放和稳定可能是我从中国领导人会议上收到的最重要的信息。CUDA并未封闭，如果你打造一个与CUDA兼容的平台，我完全可以接受。 ...