中国开展了打击战略矿产走私出口专项行动，近期还将组织一系列行动，而此前实施出口管制的中重稀土 就包含在其中。 此前美国研究机构就发出过担忧，中国的稀土管制使美国无力填补稀土缺口，毕竟当下超九成的稀土都要 由中国进行冶炼加工。 来源：玉渊谭天 责编：叶舒筠 END 点击关键字可查看 潜望系列深度报道丨 股事会专栏 丨 投资小红书 丨 e公司调查 丨 时报会客厅 丨 十大明星私募访谈 丨 突发重磅！港股、A50直线飙升 丨 飙升近13000点！这国股市暴涨至熔断！ 丨 301302，1分钟 拉涨停！这一板块，大爆发！ 丨 日韩股市开盘上涨！人民币走强！ 丨 何立峰：中美达成重要共识 会谈取得实质性进展 丨 300209，"摘星脱帽"！周二复牌！ 丨 两家A股公司高管，不幸逝世！ 丨 泽 连斯基回应普京！"望俄明日停火，乌愿谈判" 丨 iPhone，大降价！ 丨 中美经贸高层会谈11日在日 内瓦将继续进行 校对： 赵燕 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。 转载与合作可联系证券时报小助理，微信ID：SecuritiesTimes ...

据玉渊谭天报道，近日，中国开展了打击战略矿产走私出口专项行动，近期还将组织一系列行动，而此前实施 出口管制的中重稀土就包含在其中。此前美国研究机构就发出过担忧，中国的稀土管制使美国无力填补稀土缺 口，毕竟当下超九成的稀土都要由中国进行冶炼加工。 来源：玉渊谭天 责编：汪云鹏 校对： 王蔚 百万用户都在看 巴基斯坦， 重大突发！ 刚刚！普京，重大宣布！ 华尔街大举出手，什么信号？ 集体大涨！两大利好，重磅来袭！ 美国六大州，突然出手！贝森特发声，涉及对华关税 违法和不良信息举报电话：0755-83514034 邮箱：bwb@stcn.com ...

微信编辑：夏木 据玉渊谭天，近日，中国开展了打击战略矿产走私出口专项行动，近期还将组织一系列行动，而此前 实施出口管制的中重稀土就包含在其中。此前美国研究机构就发出过担忧，中国的稀土管制使美国无 力填补稀土缺口，毕竟当下超九成的稀土都要由中国进行冶炼加工。 ...

近日，中国开展了打击战略矿产走私出口专项行动，近期还将组织一系列行动，而此前实施出口管制的 中重稀土就包含在其中。此前美国研究机构就发出过担忧，中国的稀土管制使美国无力填补稀土缺口， 毕竟当下超九成的稀土都要由中国进行冶炼加工。 (玉渊谭天) 中国稀土出口管制还在继续 ...

Core Viewpoint - Domestic rare earth prices are beginning to rise following significant increases in overseas prices, driven by tightening supply and sustained demand from sectors like electric vehicles and energy-efficient air conditioning [2][3][6] Group 1: Price Trends - In the week of May 5-9, 2025, the average price of eight rare earth products increased by 1.69%, with the highest increases seen in dysprosium oxide (3.42%), praseodymium-neodymium alloy (2.91%), and dysprosium-iron alloy (2.24%) [2] - Despite the recent price increases, the domestic rare earth price index showed only a slight decline from 182.40 points on April 3 to 177.00 points on May 9, indicating relative stability [9] - After a period of decline, the domestic rare earth price index began to stabilize and slightly rise from April 27 to May 9, suggesting a potential upward trend [9][10] Group 2: Supply and Demand Dynamics - The tightening of rare earth supply is attributed to export controls implemented by China on certain heavy rare earth products, which include dysprosium, terbium, and others [3][5] - The demand for rare earths is expected to remain strong, particularly in the context of carbon neutrality initiatives, with projected global demand growth of 8%-10% in 2025 [11] - China's rare earth reserves account for approximately 48.40% of global reserves, and its production represents about 68.50% of the global total, indicating a strategic monopoly in the market [4] Group 3: International Market Influences - Recent data indicates that the prices of dysprosium and terbium in Europe have reached historical highs, reflecting a significant surge in international markets [3] - The U.S. has temporarily halted exports of rare earth concentrates to China, which may exacerbate shortages in the international market [7][8] - Analysts suggest that the combination of China's export controls and the U.S. seeking new rare earth sources could lead to a prolonged period of supply shortages globally [6][11]

运营商财经 康钊/文 近日，中国多个部门宣布，严打稀土等战略矿产偷运出国，将进一步加强对镓、锗、锑、钨、中重稀土 等战略矿产实施出口管制。也由此可见，肯定有人铤而走险在偷偷地把稀土卖给美国。 这种开采过程太可怕了，直接把整个山变成寸草不生。 在中国将稀土开采权收归六大国有企业之后，一些人又打起来了偷运稀土的主意。比如 2025 年 4 月， 某地海关查获 600 公斤申报为 "低温焊锡膏" 的铋锡合金，实际 55.3%是稀土"铋"。"铋"是核反应堆冷却 剂和导弹红外制导的关键材料，美国因"铋"的短缺甚至推迟 F-47 战斗机量产，这要是偷运到了美国， 那可解决了F-47 战斗机量产的燃眉之急。 （责任编辑：韩丽） 稀土是中国对付美国的重要工具之一，美国如今越来越 对稀土资源匮乏感到担忧。5月9日，彭博社的消息称， 美国正考虑大幅降低对华关税，同时希望中方采取同等 举措，并取消对美稀土出口限制。虽然美国是否降低关 税不好说，但美国希望中国取消对美国的稀土出口限 制，这肯定是事实。 客观来说，中国管控稀土有点晚，导致产生了一些乱 象。以前是对稀土乱挖乱采，很多民营企业居然都可以 随意开采稀土，只要谁愿意买，就卖给 ...

Group 1: Export Control Measures - The National Export Control Work Coordination Mechanism Office has initiated a special action to combat the smuggling and illegal export of strategic minerals, which is crucial for national security and development interests [1] - Since the implementation of export controls on strategic minerals such as gallium, germanium, antimony, tungsten, and rare earths, there has been an increase in smuggling attempts by foreign entities and domestic illegal personnel [1] - The Ministry of Commerce and the General Administration of Customs announced export control measures on seven types of medium and heavy rare earths, which are seen as a counteraction to the tariffs imposed by the Trump administration [1][2] Group 2: Market Impact and Trends - The domestic supply of rare earths is increasingly reliant on quota allocation, with a reduction in mining and smelting quotas potentially tightening supply expectations and benefiting price increases in the industry [2] - Rare earths are critical strategic resources with applications in various sectors, including industrial manufacturing and defense, and the global supply is predominantly sourced from China [2] - Analysts predict that the restriction on exports will lead to a shortage in overseas markets, resulting in a potential increase in rare earth prices in the short term [2] Group 3: Company Performance - In Q1, listed companies in the rare earth industry reported significant revenue growth, with China Rare Earth achieving a revenue of 728 million yuan, a year-on-year increase of 141.32%, and a net profit of 72.62 million yuan, reversing a loss from the previous year [3] - Northern Rare Earth also showed impressive performance with a revenue of 9.287 billion yuan, a 61.19% increase year-on-year, and a net profit of 431 million yuan, marking a staggering 727.30% increase [3] Group 4: Industry Dynamics - MP Materials, a US-based rare earth company, has halted its export of rare earth concentrates to China due to trade conflicts, highlighting the challenges in establishing a complete domestic supply chain [4] - The supply chain for rare earths is expected to tighten, with a projected halt in US rare earth concentrate exports to China by 2025, while demand for humanoid robots is anticipated to surge [4] - Current rare earth prices are at a cyclical low, with expectations for price increases as supply dynamics shift [4] Group 5: Related Stocks - Kinglong Permanent Magnet (06680) is projected to produce 21,600 tons of neodymium-iron-boron magnets in 2024, a 42.40% increase, benefiting from new projects [5] - China Rare Earth (00769) reported a revenue of 757 million HKD for the year ending December 31, 2024, a 10.29% increase, despite a loss reduction of 47.68% [5] - China Aluminum (02600) is a leading player in the aluminum industry and holds a 23.94% stake in China Rare Earth [6]

近日，有研究机构称，以欧洲为代表的海外稀土价格大幅上涨，贸易商惜售情绪浓厚。 国际能源及大宗商品价格评估机构阿格斯5月6日发布的数据显示，阿格斯99.5%含量氧化镝的欧洲月度评估价从一个月前的250美元/公斤—310美元/公斤 跃升至700美元/公斤—1000美元/公斤。 99.99%含量的氧化铽欧洲到岸价格从4月初的930美元/千克—1000美元/千克上涨到2000美元/千克—4000美元/千 克。 氧化镝、氧化铽的涨幅和价位均为阿格斯2015年启动两款产品价格评估以来的历史最高值。 阿格斯有色金属分析团队负责人表示，本次上涨主要是因为上月初中国对中重稀土开始实施出口管制， 海外买家没有办法买到稀土产品，库存见底，恐 慌性报价，但真正成交的并不多。 4月4日，商务部、海关总署宣布对钐、钆、铽等七类中重稀土实施出口管制。 海外稀土价格大涨 该负责人认为，这次管控是史无前例的，也不知道会严重到何种程度。 但就目前看来，欧洲一些贸易商认为将会迎来一个卖方市场，并将这波上涨和中国2012年的稀土价格上涨相比较，市场需要为此做好准备。 据了解，受到出口限制影响的稀土才会出现大幅上涨。阿格斯对欧洲钕、铈和铒的月度价格评 ...

Core Viewpoint - Recent significant price increases in rare earth elements in Europe are primarily driven by China's export controls on heavy rare earths, leading to supply shortages and heightened demand for inventory replenishment [1][3][5]. Price Increases - Argus reported that the price of 99.5% purity dysprosium oxide in Europe surged from $250-$310 per kilogram to $700-$1000 per kilogram within a month [1]. - The price of 99.99% purity terbium oxide increased from $930-$1000 per kilogram to $2000-$4000 per kilogram, marking the highest levels since Argus began its price assessments in 2015 [1][3]. Supply Chain Dynamics - The export controls implemented by China on heavy rare earths have disrupted overseas supply, with limited inventory among users, creating a strong need for replenishment [3][5]. - The market is experiencing confusion, with some sellers in Europe quoting prices significantly above Argus's assessments, testing buyers' willingness to pay [4]. Market Comparisons - The current situation is compared to the rare earth price surge in 2010, which was driven by China's temporary export bans, leading to extreme price increases [9]. - Unlike the 2010 scenario, the current market is considered healthier, with a more stable supply chain, reducing the likelihood of speculative price surges [10]. Domestic Market Stability - In contrast to the overseas market, China's rare earth prices have remained stable, with no significant fluctuations due to sufficient domestic supply [11]. - During the "May Day" holiday, domestic trading was slow, with prices for various rare earth products remaining stable compared to pre-holiday levels [11][12]. Company Performance - Rare earth companies have shown improved performance in Q1 2024, with notable revenue increases attributed to the recovery in certain product prices [14][15][16]. - For instance, China Rare Earth reported a revenue of 728 million yuan, up 141.32% year-on-year, while Northern Rare Earth's revenue reached 9.287 billion yuan, a 61.19% increase [14]. Future Demand Drivers - The demand for rare earths is expected to be driven by the growth in the electric vehicle and robotics sectors, which have become core growth points for rare earth usage [17].

另外还有小伙伴和我说，据他听到的消息中美可能马上要谈了，这个不保真啊，市场里每天总是各种消 息传来传去的，但我这个小伙伴是圈子里有影响的人，所以可以期待一下。 总之大盘把4月7日的缺口回补是正常预期，因为其他国家的股市早几天就已经补上了，a股已经算慢的 了。 今天涨最好的是核聚变（+7.4%）、稀土永磁（+6.5%）、跨境支付（+5%）。合肥那边有个核聚变实 验装置提前启动，市场借着风头炒一波，纯情绪噱头，你宁愿相信人类能在15年内登陆火星，也不用相 信30年内落地可控核聚变。 稀土永磁自从中国对美出口管制后价格就开始飙涨，这事有较强的可持续性，不用担心中美谈判后突然 放开，就两国目前这局面就算暂时达成协议，稀土永磁也不可能敞开来卖。我们能卡美国脖子的地方不 多，绝对不会松手的。 昨晚提到伯克希尔的a股和b股，简单补充几句，它们的关系是1股a股可以转换成1500股b股，但是b股不 能转换为a股。a股的投票权是b股的10000倍，就算除去转换汇率，a股的投票权重也是b股的6.66倍。 伯克希尔的a股承诺永不拆分，所以价格涨到接近80万美元一股，不过你如果想去参加伯克希尔的股东 大会，买b股也可以，1股就能登记领 ...