2025-05-15 19:34·身边的世界 如果我们稍微锁紧一下稀土的管制，那对于美国工业，甚至军界都有十分深远的影响。 不说别的，就说几个大家熟知的： 美国军统巨头波音，他们的库存估计仅能维持几个月，这样的直接影响就是，他们的F-35生产线，就将面临停工的风险。 如果文章还让你喜欢，请辛苦你点个赞，你的支持，将是我持续创作的动力，感谢每一个相遇的人！ 在中美贸易博弈的这场"战争"里，中国有一张令全世界瞩目的"王牌"！ 不管美国是对我们加征关税，还是想与我们和谈，我们都可以"巍然不动"，而这张"王牌"也是所有网友最关心的东西——稀土。 它是美国高科技与军工产业的"命门"，没有了它的存在，那引起的连锁反应将难以想象。 —— 老美的窒息时刻 —— 从已有数据来看，我国掌握着全球70%的稀土产量，而且有着90%的精炼产能，尤其是中重稀土供应占比，更是高达99%。 对于稀土，从现在的热度来看，我们大家都不陌生，它属于稀有金属，是战斗机引擎、导弹制导系统、电动汽车电池，还有医疗设备的关键材料。 —— 蒙古的"梦" —— 在中美贸易战2023年的时候，蒙古突然出来搅局，对于中国限制的稀土，他们突然在2023年4月宣布， ...

Market Performance - On May 13, 2025, the Shanghai Composite Index rose by 0.17%, while the Shenzhen Component Index and the ChiNext Index fell by 0.13% and 0.12%, respectively[3] - The total market turnover was 1,291.365 billion yuan, a decrease of 16.911 billion yuan from the previous trading day[3] - A total of 1,971 stocks rose, while 3,264 stocks fell across the market[3] Sector Performance - The banking sector led with a gain of 1.53%, followed by pharmaceuticals at 0.91% and construction at 0.69%[21] - The defense industry saw the largest decline at -2.96%, followed by computer and machinery sectors at -0.85% and -0.73%, respectively[21] Capital Flow - On May 13, 2025, the net outflow of main funds was 42.65 billion yuan, with large orders contributing to a net outflow of 21.31 billion yuan and 21.34 billion yuan, respectively[4] - Small orders continued to see a net inflow of 33.16 billion yuan, while medium orders had a net inflow of 7.02 billion yuan[4] ETF Activity - Major ETFs such as the Huaxia SSE 50 ETF and the Huatai-PB CSI 300 ETF saw changes in turnover, with the former at 1.593 billion yuan (down 0.412 billion yuan) and the latter at 3.170 billion yuan (down 0.157 billion yuan)[30] - The Sci-Tech 50 ETF had a significant inflow of 1.094 billion yuan on May 12, 2025[30] Global Market Trends - On May 13, 2025, the Hang Seng Index fell by 1.87%, while the Nikkei 225 rose by 1.43%[5] - The U.S. stock market saw significant gains, with the Dow Jones Industrial Average up by 2.81% and the Nasdaq Composite up by 4.35%[6]

Group 1 - Chinese assets surged overnight following a strong performance in US markets, with the S&P 500 rising by 3.26% to 5844.19 points, the Nasdaq Composite up 4.35% to 18,708.34 points, and the Dow Jones increasing by 2.81% to 42,410.10 points, all reaching their highest levels since March [1] - The Nasdaq China Golden Dragon Index rose by 5.4%, with notable gains in popular Chinese stocks such as WeRide up over 27%, Pony.ai up nearly 12%, and Xpeng, Bilibili, JD.com, Pinduoduo, and Li Auto all rising over 6% [1] Group 2 - The Chinese government announced a series of measures to support the development of the Nansha area as an important international financial hub in the Greater Bay Area, including guiding funds to key industries and encouraging qualified companies to issue technology innovation bonds [4] - China continues to enforce export controls on rare earths, with recent actions targeting smuggling and emphasizing the importance of these materials in global supply chains, particularly for the US [6] Group 3 - In the automotive sector, China's production and sales of vehicles exceeded 10 million units for the first time in history during the first four months of the year, with total production reaching 10.175 million units and sales at 10.06 million units, marking year-on-year increases of 12.9% and 10.8% respectively [9] - The export of power batteries from China reached 22.3 GWh in April, showing a year-on-year growth of 64.2%, with total exports for the first four months amounting to 83.9 GWh, up 83.2% compared to the previous year [10] Group 4 - Contemporary Amperex Technology Co., Ltd. (CATL) plans to list on the Hong Kong Stock Exchange, aiming to raise over 30 billion HKD, with significant interest from major investors including Sinopec and UBS [11] - Linzhou Heavy Machinery plans to raise up to 600 million RMB through a private placement to supplement working capital and repay loans [13] - China CNR Corporation signed contracts worth approximately 54.74 billion RMB, accounting for 22.2% of its projected revenue for 2024 [14] Group 5 - Midea Group announced the acquisition of existing operations of the Hitachi Group in China, which includes manufacturing, sales networks, and core technologies, while maintaining brand presence in the market [15] - Xiantan Co., Ltd. reported chicken product sales revenue of 447 million RMB in April, with slight year-on-year and month-on-month changes [16]

4.央行等联合印发《关于金融支持广州南沙深化面向世界的粤港澳全面合作的意见》 近日，中国人民银行、金融监管总局、中国证监会、国家外汇局、广东省人民政府联合印发《关于金融 支持广州南沙深化面向世界的粤港澳全面合作的意见》（以下简称《意见》）。《意见》从完善创新创 业金融服务、加强社会民生领域金融服务、发展特色金融服务、推进粤港澳金融市场互联互通、开展跨 境金融创新与交流、完善金融监管机制等方面提出30条重点举措，推动广州南沙在粤港澳大湾区"新发 展格局战略支点、高质量发展示范地、中国式现代化引领地"建设中更好发挥引领带动作用。 5.广东发布《金融支持促消费扩内需专项行动方案》 重要的消息有哪些 1.中美日内瓦经贸会谈联合声明 双方承诺将于2025年5月14日前采取以下举措：美国将（一）修改2025年4月2日第14257号行政令中规定 的对中国商品（包括香港特别行政区和澳门特别行政区商品）加征的从价关税，其中，24%的关税在初 始的90天内暂停实施，同时保留按该行政令的规定对这些商品加征剩余10%的关税；（二）取消根据 2025年4月8日第14259号行政令和2025年4月9日第14266号行政令对这些商品的加征 ...

好家伙！稀土价格直接飙涨210%，这哪是涨价啊，简直就是坐火箭！ 中国这次可是动了真格，一纸出口管制令甩出来，直接把欧美高科技产业的命门给掐住了。看着欧洲市场镝价窜到850美元/公斤，铽价更是疯涨到3000美 元/公斤，那些整天对我们指手画脚的西方国家终于尝到卡脖子的滋味了。 不过有意思的是，这边稀土价格起飞，白宫那边财政部长贝森特就急吼吼地喊话要谈判——早干嘛去了？现在知道疼了才想起来说软话？要我说啊，这稀土 大战背后可藏着不少门道， 更可笑的是某些西方媒体，一边嚷嚷中国破坏供应链，一边偷偷联系中间商想高价扫货。要我说啊，这些政客就是欠收拾——咱们管制令才实施几周，他们 就集体破防，要是真断供三个月，怕不是得跪着求上门？ 中国这招稀土管制真是打在了七寸上！别看这些中重稀土名字拗口，什么镝、铽、钕的，可都是制造战斗机发动机、精确制导导弹、隐形涂层这些高端军工 产品的维生素。更别提新能源车、风力发电机这些绿色科技产品，离了稀土根本玩不转。美国国防部去年还嘴硬说库存充足，结果咱们管制令一出，他们 80%的稀土进口立马悬空。这就像打麻将时突然把对手的将牌全抽走，任你技术再高也得抓瞎。 要说最绝的还是咱们的组合拳，去 ...

"稀土管制让美国慌了" 美军工稀土储备仅够数月 特朗普当地时间4月24日签署行政令允许海底采矿，外媒称此举旨在加大对深海稀土矿物开采力度。白宫前高级经济官 员、美国前国际贸易谈判代表罗德曼则指出："中国对稀土实施出口管制的信号已经让美国政府感到慌乱，美国军工企 业稀土储备仅够支撑数月。"这一判断直指核心敏感问题：稀土材料对美国军事工业链的高度依赖性。 以下是一些A股稀土永磁题材概念股及解析： 中国稀土（000831）：国内中重稀土整合平台，由国资委直接控股，承担国家稀土资源战略运营任务，拥有领先的资 源储备，掌控南方离子型稀土矿 40% 储量，在中重稀土方面具有重要地位，受益于资源定价权提升。 中国稀土行业迎来开门红，多家上市公司一季度业绩大幅向好。中国稀土一季度实现营收7.28亿元，同比增长 141.32%，净利润7261.81万元，主要原因是稀土市场部分产品价格回升，公司调整了销售策略，营业收入增加，成功 扭亏为盈。北方稀土更是预计一季度净利润同比增长超过716%，达到4.25亿-4.35亿元。广晟有色同样实现扭亏，预计 净利润4000万-5000万元。这一系列亮眼业绩表明稀土行业已开始企稳回升。 北方稀 ...

Core Viewpoint - The Trump administration is drafting an executive order to allow the U.S. to stockpile metal resources from the Pacific seabed in response to China's dominance in the battery metals and rare earth supply chain, but faces significant challenges [1][3]. Group 1: Challenges of Deep-Sea Mining - There is widespread domestic opposition in the U.S. to deep-sea mining due to environmental concerns, with experts warning that it could cause far greater damage than land mining [5]. - The U.S. lacks the necessary technology and capabilities for deep-sea mining, which involves high costs and complex operations, making it potentially more expensive than importing rare earth materials [5]. - The U.S. faces pressure from the United Nations, as the International Seabed Authority (ISA) has stated that all exploration and mining activities must be regulated by them, and unilateral actions could violate international law [7]. Group 2: Context of Rare Earth Supply Chain - The U.S. is currently highly dependent on China for both raw materials and development technology related to rare earth elements, which poses a risk if China decides to restrict exports [3]. - China has already begun implementing export controls on seven rare earth items in response to U.S. tariffs, highlighting the ongoing tensions in the trade relationship [3].

Core Viewpoint - The Trump administration is drafting an executive order to stockpile metals found on the Pacific seabed to counter China's dominance in battery minerals and rare earth supply chains [1][3]. Group 1: Rare Earth and Metal Supply - The majority of seabed contains polymetallic nodules rich in nickel, cobalt, copper, and manganese, essential for electric vehicle batteries and high-tech products [1]. - China produces 99% of the world's heavy rare earth metals, with a small amount from Vietnam, which has recently closed its refining plant due to tax disputes [1]. - China accounts for approximately 90% of global refined rare earth production, while Japan and Germany produce small quantities but rely on Chinese raw materials [1]. Group 2: Challenges of Deep-Sea Mining - The technology for deep-sea resource development is currently immature, making it difficult to establish stable mining operations on the seabed [3]. - Existing methods for seabed mining, such as constructing human habitats or developing mining robots, face significant cost and technical challenges, limiting large-scale application [3]. - Deep-sea resources have historically served as a supplement to global supply rather than a mainstream source, and there is international opposition to large-scale seabed resource development [3]. Group 3: Regulatory and Environmental Concerns - The International Seabed Authority (ISA) has warned against unilateral actions by the Trump administration regarding seabed mining, emphasizing that all activities must be conducted under ISA's control [5]. - The ISA Secretary-General stated that any unilateral action would violate international law and undermine multilateral principles [5]. - Experts indicate that deep-sea mining could cause environmental damage 25 times greater than land mining, threatening marine biodiversity and habitats [5]. Group 4: Economic Implications - Even if the deep-sea mining plan is successful, the extraction costs may exceed the prices of importing from China, suggesting that the initiative may be more of a market appeasement strategy [7]. - The deep-sea mining plan reflects the weaknesses in the U.S. industrial chain, indicating that external solutions to internal problems may be unrealistic [7]. - The rare earth issue, while a small battleground, holds significant potential to influence broader economic dynamics and the future of U.S. manufacturing revival [7].