Core Viewpoint - The Chinese government is implementing export control measures on rare earth elements, emphasizing their dual-use nature and the importance of compliance in trade processes [1] Group 1: Export Control Measures - The Ministry of Commerce has stated that rare earths and related items have significant military and civilian applications [1] - China will conduct licensing reviews according to laws and regulations, granting permits for applications that meet the criteria [1] - The government has expressed willingness to enhance communication and cooperation with all parties to optimize the licensing process [1] Group 2: Global Supply Chain Impact - The measures aim to ensure the safety and stability of global industrial and supply chains [1] - The focus is on promoting compliant trade for export-controlled items [1]

格隆汇11月6日｜商务部召开例行新闻发布会：白宫11月1日发布的《报告》提到，中国将对部分稀土元 素发放一般性出口许可证。外界注意到，这一表述与中国商务部发布的新闻稿似乎有所不同，后者仅提 及10月9日公布的出口管制措施。请问中方对此有何评论？商务部新闻发言人何亚东表示，稀土等相关 物项具有明显的军民两用属性，中方依法依规开展许可审查，对符合规定的申请予以许可。中方多次强 调，愿与各方加强沟通合作，将不断优化许可流程，积极适用通用许可等便利化措施，促进出口管制物 项合规贸易，保障全球产业链供应链安全稳定。 ...

Group 1 - The Chinese government plans to adjust its unreliable entity list measures against the United States, with specific announcements scheduled for March 4 and April 4, 2025 [1] - From November 10, 2025, China will suspend certain measures related to the unreliable entity list for one year, allowing domestic companies to apply for transactions with listed entities [1] - The mechanism for the unreliable entity list will review applications from domestic enterprises and approve those that meet the criteria [1] Group 2 - China has included 31 U.S. entities in its export control list, prohibiting the export of dual-use items to these entities as per announcements made on March 4 and April 4, 2025 [2] - Starting November 10, 2025, measures against 15 of these entities will be suspended, while measures against 16 entities will continue to be paused for one year [2] - Exporters wishing to export dual-use items to these entities must apply to the Ministry of Commerce, which will review applications according to relevant regulations [2]

Group 1 - The Chinese government will adjust its export control list, specifically suspending measures against 15 U.S. entities from November 10, 2025, while continuing to suspend measures against 16 other entities for one more year [1] - Exporters wishing to export dual-use items to the listed entities must apply to the Ministry of Commerce, which will review applications according to relevant regulations [1] Group 2 - The unreliable entity list will also see adjustments, with measures against certain U.S. entities being suspended for one year starting November 10, 2025 [3] - Domestic companies can apply to engage in transactions with entities on the unreliable entity list, and the review process will be conducted in accordance with the regulations [3]

问： 有消息称，根据中美吉隆坡经贸磋商共识，中方将调整一批针对美国的非关税措施。请 问在出口管制管控名单方面有什么考虑？ 来源丨央视新闻 编辑丨金珊 SFC 商务部新闻发言人就调整出口管制管控名单措施答记者问。 答： 根据出口管制相关法律法规规定，商务部于2025年3月4日和4月4日分别发布了2025年第 13号和21号公告，合计将31家美国实体列入出口管制管控名单，禁止向其出口两用物项。为落 实中美吉隆坡经贸磋商共识，中方决定自2025年11月10日起，对第13号公告的15家美国实体 停止上述相关措施；对第21号公告的16家美国实体继续暂停上述相关措施1年。 出口经营者如 需向上述实体出口两用物项，应当根据《中华人民共和国两用物项出口管制条例》相关规定向 商务部提出申请，商务部将依法依规进行审查，符合规定的将准予许可 。 ...

问：有消息称，根据中美吉隆坡经贸磋商共识，中方将调整一批针对美国的非关税措施。请问在出口管 制管控名单方面有什么考虑？ 答：根据出口管制相关法律法规规定，商务部于2025年3月4日和4月4日分别发布了2025年第13号和21号 公告，合计将31家美国实体列入出口管制管控名单，禁止向其出口两用物项。为落实中美吉隆坡经贸磋 商共识，中方决定自2025年11月10日起，对第13号公告的15家美国实体停止上述相关措施；对第21号公 告的16家美国实体继续暂停上述相关措施1年。出口经营者如需向上述实体出口两用物项，应当根据 《中华人民共和国两用物项出口管制条例》相关规定向商务部提出申请，商务部将依法依规进行审查， 符合规定的将准予许可。 商务部新闻发言人就调整出口管制管控名单措施答记者问。 ...

责任编辑：刘万里 SF014 答：根据出口管制相关法律法规规定，商务部于2025年3月4日和4月4日分别发布了2025年第13号和21号 公告，合计将31家美国实体列入出口管制管控名单，禁止向其出口两用物项。为落实中美吉隆坡经贸磋 商共识，中方决定自2025年11月10日起，对第13号公告的15家美国实体停止上述相关措施；对第21号公 告的16家美国实体继续暂停上述相关措施1年。出口经营者如需向上述实体出口两用物项，应当根据 《中华人民共和国两用物项出口管制条例》相关规定向商务部提出申请，商务部将依法依规进行审查， 符合规定的将准予许可。 问：有消息称，根据中美吉隆坡经贸磋商共识，中方将调整一批针对美国的非关税措施。请问在出口管 制管控名单方面有什么考虑？ ...

Core Viewpoint - The article discusses the impact of U.S. export controls on NVIDIA's advanced AI chips to China, highlighting the potential for China's self-sufficiency in technology and the diminishing reliance on U.S. technology [2][4]. Group 1: U.S. Export Controls and NVIDIA - The U.S. has implemented export controls on NVIDIA's advanced AI chips to China, aiming to curb China's technological development [2]. - NVIDIA's CEO Jensen Huang stated that the U.S. underestimates China's potential in the tech industry, as China can now produce millions of AI chips independently [2][4]. - Huang expressed a desire for improved U.S.-China relations to create opportunities for NVIDIA to re-enter the Chinese market [2]. Group 2: Impact on the Market - Huang noted that during Trump's first term, U.S. tech companies had the freedom to compete in the Chinese market, which was beneficial for establishing "American standards" in technology [4]. - Recent tightening of U.S. export restrictions has pressured American chip manufacturers to exit the Chinese market, leading to a significant loss of market share for companies like NVIDIA [4]. - Huang indicated that NVIDIA initially expected to capture a certain market share in China, but now anticipates that share to drop to zero due to current conditions [4]. Group 3: China's Technological Independence - Huang emphasized that the U.S. government's concerns about national security are unfounded, as China's domestically produced AI chips meet performance and supply needs [4]. - The article suggests that China has developed a robust technological ecosystem capable of supporting its own industry without reliance on U.S. technology [4].

Group 1 - The Chinese government is committed to strengthening cooperation with Russia, emphasizing mutual support and strategic alignment in various fields [1] - China has decided to restore group travel services for its citizens to Canada, considering the demand and local tourism environment [5] - The Ministry of Finance has updated its organizational structure, indicating a focus on debt management [7] Group 2 - TSMC has notified customers of a price increase plan for advanced processes below 5nm, with an average increase of approximately 3%-5% starting January 2026 [9] - Ateris has stated that there are currently no plans to build or acquire polysilicon production lines due to oversupply in the market [10] - StrongRay Technology plans to invest 70 million yuan to acquire a 35% stake in aluminum cooling technology company Alubao, which supplies NVIDIA AI servers [11] Group 3 - The stock of *ST Gaohong has received a delisting decision, while Hangxin Technology's controlling shareholder plans to change, leading to stock resumption [14] - Amazon has signed a $38 billion agreement with OpenAI to expand its computing power using NVIDIA chips [19]

Group 1 - The China-Europe export control dialogue took place in Brussels, focusing on mutual concerns in the export control field, with both sides agreeing to maintain communication to stabilize the industrial and supply chains [3] - China Mobile Group plans to transfer 0.19% of its shares to China Petroleum Group [8] - Yaxing Chemical is planning to acquire control of Tianyi Chemical through a share issuance and cash payment, which is expected to constitute a major asset restructuring and related party transaction, leading to a stock suspension starting November 4 [10] Group 2 - ST Gaohong received a decision for stock termination due to its stock price being below 1 yuan for twenty consecutive trading days [2][14] - Pingtan Development reported that its production and operation are normal, with no significant changes in the operating environment [5] - Huanyu Century and other companies reported normal operations with no significant changes in their internal or external environments [6][7][11]