在4月的关税战中，稀土资源，已然成了各方关注的焦点领域。 4月22日，《韩国经济日报》爆料：中方的商务部向韩国电子、电力企业发出警告，要求不要向美国军 工企业等出口含中国稀土的产品。 《韩国经济日报》报道说：超过两家韩国变压器厂商已经收到中方通知，要求立即停止向美军工出售含 有中国稀土金属的电力设备。 中国的警告涵盖了韩国的电力设备、显示器、航空航天、然后电动汽车、医疗设备等行业，涉及大约 100多家企业。 据统计，韩国每年需要向中国进口约28美元的稀土，而韩国2024年向美国出口的含稀土的军工产品价值 高达120亿美元，其中的稀土原料有7成来自中国，相当于美国军工供应链的 "隐形输血泵"。 另外呢，长期以来，韩国企业从中国进口稀土原料，加工后再高价转卖给美国，赚取中间差价。但随着 我们对美实施出口管制，进而实施 "二级制裁"，实质上切断了美国通过第三国获取稀土的主要通道。 而如果韩国企业一旦偷摸给美企送稀土，那就会导致稀土进口中断，危及其汽车、电子等行业。 如果这些韩企发生违规行为，将面临我方二级制裁的风险。 所谓二级制裁，这个也是学的美国的一套，比如美国强迫要求其他国家不准向我们出售中高端芯片，或 者说要 ...

Core Viewpoint - The ongoing competition for rare earth resources is intensifying, with Tesla's CEO Elon Musk highlighting the challenges faced in mass production of the Optimus humanoid robot due to China's export controls on rare earth materials [1][3]. Group 1: Tesla and Rare Earth Materials - Musk stated that Tesla is negotiating with China for permission to use rare earth permanent magnet materials, emphasizing that these materials will only be used for civilian purposes in humanoid robots [3][6]. - The Optimus robot requires 3.5 kilograms of high-performance neodymium-iron-boron permanent magnet materials per unit, making the stability of raw material supply critical for Tesla's production plans [6]. Group 2: China's Export Controls - In April 2023, China announced export controls on seven categories of heavy rare earth materials, a move aimed at safeguarding national security interests [3][5]. - China dominates the rare earth processing sector, accounting for approximately 90% of global refined rare earth production in 2023, which gives it significant leverage in the supply chain [5]. Group 3: Geopolitical Implications - The situation reflects the complex strategic competition between the U.S. and China, where commercial interests are intertwined with geopolitical factors, complicating the resolution of issues like rare earth material access [6][7]. - The U.S. has historically prioritized national security in technology, raising concerns about the potential military applications of materials intended for civilian use [6][7]. Group 4: Broader Economic Impact - The export controls on rare earth materials could severely impact not only Tesla but also numerous small and medium-sized enterprises in the U.S., which may struggle with limited resources and risk of operational stagnation [8]. - The Trump administration has begun to recognize the adverse effects of trade policies, indicating a potential shift towards lowering tariffs on China to stabilize the U.S. economy [8].

Group 1 - Tesla's CEO Elon Musk stated that the mass production plan for the "Optimus" humanoid robot will be affected by China's rare earth export control measures [1] - Tesla is actively applying for export licenses for rare earth permanent magnet materials from China, as these materials are essential for the production of the humanoid robots [1] - Musk emphasized that the "Optimus" humanoid robot is not a weapon and therefore meets the requirements for the use of rare earth materials, which are subject to export controls [1] Group 2 - On April 4, China's Ministry of Commerce and General Administration of Customs announced export controls on certain medium and heavy rare earth items to safeguard national security and fulfill international non-proliferation obligations [2] - The export controls include seven categories of medium and heavy rare earth items, such as metals, alloys, target materials, permanent magnet materials, oxides, compounds, and mixtures, which have dual-use properties [2] - Exporters must apply for licenses to export controlled items and indicate whether they fall under the controlled category during customs declaration [2]

来源|财联社、证券时报、每日经济新闻 特朗普政府的新一轮关税政策，已经对美国稀土产业链造成冲击。 作为美国打造本土稀土产业链的最大希望，总部位于拉斯维加斯的MP Materials公司最新确认 ， 公司向中国出口稀土精矿的业务已经因"不具商业 可行性"陷入停滞。 受到这 一利空消息影响，美东时间4月17日盘中，MP Materials股价大幅跳水，一度大跌近10%。随后跌幅有所收窄，截至当 日收盘，跌幅为4.46%。 | 26.350+ | 最 高 | 28.180 今 开 | 27.700 | | --- | --- | --- | --- | | -1.230 -4.46% | 最低 | 24.700 昨 收 | 27.580 | | 成交额 | 5.38亿 市盈率TTM | 亏损 总市值 ⊙ | 43.07亿 | | 成交量 | 2028.64万股 市盈率(静) | 亏损 总股本 | 1.63亿 | | 换手率 | 15.44% 市净率 (1 | 4.08 流通值 | 34.62亿 | | 52周最高 | 29.720 委 比 | 69.23% 流通股 | 1.31亿 | | 52周最低 | 10.02 ...

目前，中国对稀土的提炼技术可以达到70%，这种技术是现如今其他国家都无法达到的，尤其是土耳其，既然已经有了稀土资源，努力研究稀土开发技术 才是正道，可土耳其却不把心思放到正道上，居然直接大言不惭的向中国索要稀土开发技术，这种"厚脸皮"的操作也是没谁了，其实也不难看出，土耳其 这番操作纯粹是为了提升自己在全球稀土市场的话语权，毕竟一旦动摇了中国的地位，那土耳其获得的可不仅仅是资源。 所以像土耳其这种发现了稀土资源不急着提高自己技术，反而"制裁"别国的行为是非常可笑的，在土耳其看来，自己的这种行为会"威胁"到中国，然后迫 使中国改变对稀土出口的管制政策，可结果证明，土耳其的这种方法是错误的，中国毕竟是稀土出口大国，怎么能会说被制裁就被制裁呢，土耳其与其在 这里"带节奏"，倒不如研究技术，毕竟想要"制裁"别人也要自身实力强大才行。 不止土耳其，向挪威、瑞典这些国家都陆续发现了稀土矿，但是它们依旧无法很好的对稀土进行开发提炼，所以稀土作为中国手中的"王牌"，无论是加大 出口也好，限制出口也好，都是中国控制的，无人能制裁，作为"工业维生素"的稀土，无论是在军事领域、石油化工还是玻璃陶瓷这些生活方面，都有很 大的作用，发 ...