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。 来源：商务部网站 国家出口管制工作协调机制办公室部署推进打击战略矿产走私出口专项行动 2025年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、海关 总署、国家邮政局、最高人民法院、最高人民检察院等单位，在广西南宁召开打击战略矿产走 私出口专项行动推进会，总结通报前期进展成效，全面分析当前打私形势，对专项行动进行再 部署、再推进。 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 ...

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 Chinese Ministry of Commerce is expediting the review of export license applications for rare earths, emphasizing the importance of maintaining global supply chain stability [1] - China has approved a certain number of compliant applications and aims to strengthen communication with relevant countries regarding export controls [1] - China holds a dominant position in the supply of critical minerals such as antimony, gallium, and germanium, which are widely used in telecommunications, semiconductors, and military technology [1] Group 2 - Recent reports indicate that a significant amount of antimony has been imported by the U.S. from Thailand and Mexico, raising suspicions about these countries acting as intermediaries [3] - A specific company in Thailand reportedly shipped 3,366 tons of antimony products to the U.S. within six months, marking a 27-fold increase year-on-year [3] - Investigations reveal that Chinese companies are disguising antimony ore as iron or zinc ore for customs clearance, subsequently routing it through Southeast Asia or Latin America to reach U.S. military production lines [3] Group 3 - In response to the exposure of smuggling channels, the Chinese Ministry of Commerce has launched a special operation to combat illegal exports of strategic minerals [5] - The initiative aims to address issues such as false declarations, smuggling, and third-country transshipment, showcasing a commitment to closing regulatory loopholes [5] - The Ministry emphasizes understanding and accommodating reasonable civilian demands from other countries while ensuring compliance in export license approvals [5] Group 4 - The U.S. interest in Thailand and Mexico is attributed to their geographical proximity to China, which reduces logistics costs, and Mexico's access to the U.S. market through the USMCA [7] - Chinese enterprises are allowed to export antimony raw materials to Thailand and Mexico, where they can be processed and sold to the U.S. under a "non-Chinese origin" label, a practice not explicitly prohibited by law [7] - Following U.S. tariff threats, Thailand has made concessions and submitted a new trade proposal to the U.S. to avoid high tariffs on its exports [7] Group 5 - After Thailand's proposal submission, the U.S. announced a 36% tariff on Thai goods, which has been met with strong opposition from Thai officials [8] - Thai officials are preparing for further negotiations in light of the U.S. tariff decision, indicating ongoing tensions in trade relations [8] - The Thai government is actively seeking to adjust its trade strategies to mitigate the impact of U.S. tariffs on its exports [8]

国内市场综述 震荡攀升 小幅收涨 周四（7 月 10 日）大盘震荡攀升，小幅收涨。截至收 盘，上证综指收于 3509.68 点，上涨 0.48%；深成指 收于 10631.13 点，上涨 0.47%；科创 50 下跌 0.32%； 创业板指上涨 0.22%，万得全 A 成交额共 15151 亿元， 较前一日有所下降。 行业方面，30 个中信一级行业有 20 个行业上涨，其 中房地产、石油石化和非银行金融居前，而汽车、传 媒和计算机则跌幅较大。概念方面，稀土、一级地产 商及房地产精选等指数表现活跃。 海外市场综述 欧美股市多数收涨 周四（7 月 10 日），道指涨 0.43%，标普 500 指数涨 0.27%，纳指涨 0.09%。其中，标普 500 指数、纳指均 创历史新高。万得美国科技七巨头指数涨 0.42%。中 概股多数上涨，纳斯达克中国金龙指数涨 0.9%。 新闻精要 1. 国家发改委城市和小城镇改革发展中心：以"两重" "两新"资金为抓手 加大新型城镇化重点领域投入 2. 2025 年退休人员养老金上调 2% 3. 商务部：已部署开展打击战略矿产走私出口专项行 动 4. 《北京市深化改革提振消费专项行动 ...

一场没有硝烟的战争正在战略矿物管控战线上打响。美国企业正利用巧妙的"暗渡陈仓"之计，疯狂窃取中国的战略矿物。路透社的调查揭露了惊人的内幕： 自去年12月中国对美国实施镓、锗、锑出口禁令后，短短五个月内，3834吨中国产氧化锑便通过泰国和墨西哥这两个几乎没有锑矿储量的国家"洗白"，堂而 皇之地运抵美国港口。这一数字接近美国前三年氧化锑进口总量的总和，而泰国全国只有一家锑冶炼厂，墨西哥的相关工厂直到今年四月才恢复生产。 一、 "洗白"的艺术：中国战略矿物武装美国军工 美国Gallant Metals公司CEO利维·帕克向路透社坦言："每月都能稳定获得200公斤中国产镓，物流公司将包裹贴上'铁锌材料'或'艺术用品'等标签，通过亚洲 国家转运到美国。" 这只是冰山一角。 这场"蚂蚁搬家"式的走私活动，其背后隐藏着巨大的暴利： 伪报商品: 墨西哥新莱昂州37家中资离岸贸易公司突然注册，将中国锑矿伪报为"墨西哥制造"成品。 分批运输: 大批量运输容易引起海关检查，走私者宁愿将货物拆分成小包裹，分批次运输，即使运输成本因此飙升38%，利润依然丰厚。 左手倒右手: 中国海关数据显示，泰国和墨西哥对中国的锑进口量暴增300%， ...

Core Viewpoint - The article discusses the challenges faced by Western buyers, particularly in the U.S., in acquiring critical minerals from China due to export controls, leading to increased trade through third countries like Thailand and Mexico [1][3]. Group 1: Export Controls and Trade Dynamics - China has implemented export controls on critical minerals such as antimony, gallium, and germanium, which are essential for telecommunications, semiconductors, and military technologies [1]. - Since the ban on antimony exports to the U.S. in 2022, significant quantities of antimony have been rerouted from Thailand and Mexico to the U.S., with imports from these countries reaching 3,834 tons of antimony oxide between December 2023 and April 2024, surpassing the total from the previous three years [3][4]. - Thailand and Mexico have emerged as the top three export markets for Chinese antimony in 2024, despite not being in the top ten in 2023 [3]. Group 2: Industry Responses and Market Implications - U.S. companies are reportedly using third-party countries to circumvent Chinese export controls, with some executives confirming they have received restricted minerals from China [3][4]. - The price of gallium, germanium, and antimony has reached historical highs due to supply constraints in overseas markets, prompting companies to take risks for potential profits [6]. - The U.S. legal framework does not prohibit the procurement of these minerals from China, provided that export licenses are obtained [4]. Group 3: Enforcement and Regulatory Actions - The Chinese government is facing challenges in enforcing export controls effectively, with reports of smuggling and illegal activities aimed at bypassing these regulations [6][7]. - In response, the Chinese authorities have initiated a crackdown on smuggling and illegal export activities, focusing on enhancing enforcement measures and cross-departmental investigations [7].

Group 1 - The People's Bank of China has issued a notice to establish a service consumption and elderly re-lending program with a total quota of 500 billion yuan, aimed at enhancing financial support for key service sectors and the elderly industry [2] - The central bank's monetary policy report emphasizes the implementation of a moderately loose monetary policy, ensuring liquidity is sufficient and aligning social financing scale with economic growth [3] - The China Securities Regulatory Commission (CSRC) is seeking public opinion on a revised management method for the securities settlement risk fund to enhance risk prevention capabilities [4] Group 2 - The Shenzhen Municipal Financial Management Bureau and Shenzhen Securities Regulatory Bureau have released an action plan to leverage capital markets in building an industrial financial center from 2025 to 2026 [6] - Companies such as Sanhua Intelligent Control have received approval for issuing overseas listed shares (H-shares), while Wenchan Co. has secured a new customer for a three-in-one motor shell project [8] - Faraday Future reported a revenue of $300,000 in the first quarter of 2025, with financing cash inflows exceeding operational outflows [8]