稀土出口政策

Search documents
中国稀土磁铁对美出口量创半年来高点
日经中文网· 2025-08-21 03:07
Core Viewpoint - China's rare earth magnet exports to the US in July reached 619 tons, marking a year-on-year increase of 5% and a month-on-month increase of 76%, the highest level in six months, driven by US-China negotiations [2][7]. Group 1: Export Data - In July, China's total rare earth magnet exports amounted to 5,577 tons, reflecting a year-on-year growth of 6% and a month-on-month increase of 75%, returning to levels comparable to the previous year [4]. - The largest export destination for rare earth magnets was Germany, with 1,115 tons exported, showing a year-on-year decrease of 3% but a month-on-month increase of 46% [4]. - Exports to Japan were recorded at 232 tons, indicating a slow recovery, but when including semi-finished products like magnetic powder and alloys, total exports to Japan exceeded the previous year's level at 686 tons [4]. Group 2: Market Dynamics - Exports to India surged to 418 tons, a year-on-year increase of 60%, reaching approximately 2.4 times the previous month [7]. - China's share in global rare earth production is about 70%, with over 80% of the global rare earth magnet market being produced in China [7]. - Due to China's strengthened export restrictions on rare earth magnets, some US factories, including those of Ford, were forced to suspend operations [7].
中国稀土(2)日企磁铁悄然失去市场
日经中文网· 2025-06-19 02:45
Core Viewpoint - Chinese rare earth magnets have surpassed Japanese companies in global market share, now accounting for over 80%, compared to Japan's over 10% [1][2]. Group 1: Market Dynamics - Chinese company Jiangxi Jinli Permanent Magnet Technology has resumed exports of high-performance magnets to regions including the US, Europe, and Southeast Asia after obtaining export licenses [1][2]. - The global supply chain faced disruptions when China announced restrictions on rare earth exports, leading to production halts in the automotive sector [1][2]. - The partnership between Japanese companies and Chinese manufacturers has significantly enhanced China's technological capabilities in magnet production [2][3]. Group 2: Government Policies and Industry Growth - The Chinese government has emphasized the importance of technological innovation and industry chain extension, as highlighted by President Xi Jinping's visit to Jiangxi Jinli Permanent Magnet Technology [3]. - The "Made in China 2025" policy aims to support key industries, including electric vehicles and core components like magnets [3]. - Jiangxi Jinli Permanent Magnet Technology plans to invest 1.05 billion RMB to expand production capacity by 1.6 times by 2027 [3]. Group 3: Competitive Landscape - Japanese magnet manufacturers are facing pressure from domestic clients to reduce prices, limiting their investment capabilities [3]. - The recent recovery of Chinese magnet exports has not fully met the high-tech industry's demand, indicating ongoing supply challenges [4]. - Companies that previously relied on Japanese magnets are now considering sourcing from Chinese manufacturers to stabilize their supply chains [4].
中国对美开放稀土出口?别着急,我们还有三道“闸门”
Sou Hu Cai Jing· 2025-06-13 16:57
Core Viewpoint - The recent trade negotiations between China and the U.S. have led to concerns regarding China's decision to open up rare earth exports, which may have implications for national security and trade dynamics [1] Group 1: Export Policy and Regulations - China is committed to a responsible export policy for rare earths, focusing on civilian needs while ensuring compliance with regulations [3] - The export of rare earths is subject to three main controls: civilian use, related items, and quantity limitations [5][7] Group 2: Specific Controls - The first control emphasizes civilian use, excluding military applications from export without permission, with recent approvals for civilian rare earth magnets for U.S. automakers [5] - The second control pertains to related items, ensuring that dual-use rare earths are carefully monitored to prevent military misuse [7] - The third control involves strict quantity management, linking exports to actual production needs and allowing for immediate cessation of exports if agreements are violated [7]
商务部说稀土出口批了一部分 !
Sou Hu Cai Jing· 2025-06-12 14:52
Group 1 - The Chinese government has approved a batch of rare earth export applications, emphasizing compliance with strict regulations [1][3] - China produces over 90% of the world's rare earth elements, making the export approvals significant for global supply chains, particularly for the U.S. semiconductor industry [3][5] - The recent U.S.-China economic talks in London aimed to establish a preliminary consensus on cooperation, with both sides expressing their needs regarding rare earth supply stability [1][3][5] Group 2 - Other countries, such as the EU and Japan, are actively seeking alternatives to reduce reliance on Chinese rare earths, with the EU planning a critical raw materials act and Japan developing recycling technologies [5][7] - Environmental concerns have led to stricter approval processes for rare earth mining in China, particularly in regions like Inner Mongolia, where past pollution issues were significant [8] - The ongoing U.S.-China discussions are expected to continue, focusing on finding a balance in rare earth supply while adhering to established regulations [7][8]