Core Viewpoint - The recent release of the "Interim Measures for Total Control Management of Rare Earth Mining and Separation" aims to strengthen the management of rare earth mining and separation, with a focus on total quantity control and regulatory compliance in the industry [2][3]. Group 1: Regulatory Changes - The new measures include the incorporation of imported and processed rare earth products into total quantity control management, providing a legal basis for regulating imported minerals [2]. - The Ministry of Industry and Information Technology, in conjunction with the Ministry of Natural Resources and the National Development and Reform Commission, will set annual control indicators based on various factors including economic development goals and market demand [2][3]. Group 2: Industry Compliance - Only rare earth production enterprises designated by the Ministry of Industry and Information Technology and the Ministry of Natural Resources are allowed to engage in rare earth mining and separation, enhancing industry compliance [3]. - A traceability information system for rare earth products will be established, requiring production enterprises to record and report the flow of rare earth products, which aims to eliminate illegal operations in the sector [3]. Group 3: Investment Opportunities - The report suggests a long-term perspective on rare earth upstream companies, recommending attention to companies such as Northern Rare Earth (600111.SH), China Rare Earth (00769), and Guangxi Chuangsheng Nonferrous Metals (600259.SH) [1].

Core Viewpoint - The newly released "Interim Measures for the Total Control Management of Rare Earth Mining and Separation" aims to strengthen the management of rare earth mining and separation in China, incorporating both imported and processed rare earth products into the total control framework [1][2][3]. Summary by Relevant Sections Total Control Management - The total control direction remains unchanged, with a significant emphasis on including imported and processed rare earth products in the total control management [3]. - The Ministry of Industry and Information Technology, in collaboration with the Ministry of Natural Resources and the National Development and Reform Commission, will formulate annual control indicators based on various factors such as economic development goals and ecological protection [3]. Production Enterprises - The identification of rare earth production enterprises will be determined by the Ministry of Industry and Information Technology and the Ministry of Natural Resources, restricting other organizations and individuals from engaging in rare earth mining and separation [3]. Traceability System - Rare earth production enterprises are required to establish a tracking system for the flow of rare earth products, ensuring accurate records and monthly reporting to the relevant authorities [4]. - The implementation of the traceability system is expected to regulate the industry and eliminate illegal activities related to "gray and black rare earths" [4]. Investment Recommendations - The current optimization of the supply side in the rare earth sector, particularly the inclusion of separation plants under management, is expected to enhance supply-side integration [4]. - A long-term perspective is recommended for viewing upstream rare earth companies, with a focus on major players such as Northern Rare Earth, China Rare Earth, and Guangxi Nonferrous [5].

Core Viewpoint - The Ministry of Industry and Information Technology, along with the National Development and Reform Commission and the Ministry of Natural Resources, has announced interim measures for the total quantity control management of rare earth mining and smelting separation, effective immediately [1] Group 1: Regulatory Framework - Rare earths are recognized as important strategic mineral resources, and the State Council will implement a total quantity control system for rare earth mining and smelting separation as outlined in the forthcoming Rare Earth Management Regulations set to be published in June 2024 [1] - The new measures specify that rare earth production companies must operate within the limits of the total quantity control indicators assigned to them [1] Group 2: Implementation and Reporting - The measures require rare earth production companies to be accountable for their compliance with the total quantity control indicators and to report their execution status to local government authorities [2] - Companies must accurately record the flow of rare earth products and input this information into a traceability system [2] Group 3: Supervision and Legal Responsibility - Local governments are mandated to report any violations of the measures to higher authorities, ensuring a structured oversight mechanism [2] - Penalties for non-compliance include administrative sanctions and potential reductions in the following year's total quantity control indicators for the offending companies [2]

Core Points - The Ministry of Industry and Information Technology, the National Development and Reform Commission, and the Ministry of Natural Resources have issued the "Interim Measures for Total Control Management of Rare Earth Mining and Smelting Separation" which will take effect immediately [1][4] - The measures establish a total control management system for rare earth mining and smelting separation, including both domestic production and imports [1][4] - The annual control indicators for rare earth mining and smelting separation will be determined based on various factors such as national economic development goals, resource reserves, industry development, ecological protection, and market demand [5][6] Group 1 - The measures require rare earth production enterprises to strictly adhere to legal regulations and operate within the established total control indicators [1][6] - The Ministry of Industry and Information Technology, in conjunction with the Ministry of Natural Resources, will identify the rare earth production enterprises that are allowed to operate [1][6] - Other organizations and individuals are prohibited from engaging in rare earth mining and smelting separation unless authorized [1][6] Group 2 - Rare earth production enterprises must establish a tracking system for the flow of rare earth products and report this information monthly to the relevant authorities [2][10] - Local government departments are responsible for supervising the execution of total control indicators and ensuring compliance with laws and regulations [2][7] - Violations of the measures may result in administrative penalties and a reduction in the following year's total control indicators [8]

Core Viewpoint - The article discusses the implementation of interim measures for the total quantity control management of rare earth mining and smelting separation, aimed at strengthening regulation in this sector [1][3]. Group 1: Regulatory Framework - The interim measures are established based on the Mineral Resources Law and the Rare Earth Management Regulations to enhance the management of rare earth mining and smelting separation [1]. - The Ministry of Industry and Information Technology, along with the Ministry of Natural Resources and the National Development and Reform Commission, is responsible for the nationwide total quantity control management of rare earth mining and smelting separation [4]. Group 2: Total Quantity Control Indicators - The authorities will formulate annual total quantity control indicators for rare earth mining and smelting separation based on national economic development goals, resource reserves, industry development, ecological protection, and market demand [5][6]. - These indicators will be communicated to rare earth production enterprises, which must operate within these limits [5][8]. Group 3: Compliance and Reporting - Rare earth production enterprises are required to strictly adhere to laws and regulations while operating within the total quantity control indicators [5][9]. - Enterprises must establish a tracking system for the flow of rare earth products and report this information monthly to the relevant authorities [10][12]. Group 4: Supervision and Penalties - Local governments are tasked with supervising the execution of total quantity control indicators and reporting any violations [12][13]. - Violations of these regulations may result in administrative penalties, including a reduction in the following year's total quantity control indicators [12][13].

Core Viewpoint - The article discusses the implementation of a new regulatory framework for rare earth mining and processing in China, aimed at controlling the total output of rare earth elements to ensure sustainable development and resource management [2][5]. Summary by Sections Regulatory Framework - The Ministry of Industry and Information Technology, the National Development and Reform Commission, and the Ministry of Natural Resources have issued the "Interim Measures for Total Control Management of Rare Earth Mining and Smelting Separation" [2]. - The measures will take effect immediately upon publication and will regulate the total output of rare earth mining and processing [2][5]. Total Control Management - The government will establish annual control indicators for rare earth mining and smelting separation based on various factors, including economic development goals, resource availability, and market demand [7]. - Rare earth production enterprises must operate within the established control indicators and are required to maintain compliance with relevant laws and regulations [7][10]. Reporting and Compliance - Rare earth production enterprises are mandated to create a tracking system for the flow of rare earth products and report this information monthly to the relevant authorities [3][10]. - Local government departments are responsible for supervising compliance with the control indicators and addressing any violations [12][11]. Enforcement and Penalties - Violations of the regulations may result in administrative penalties, including reductions in future control indicators [12][13]. - The measures also outline the responsibilities of government officials in enforcing these regulations and the consequences for misconduct [12][13].

Core Viewpoint - The article discusses the implementation of a temporary management measure for the total control of rare earth mining and smelting separation, aimed at regulating the industry and ensuring sustainable development [3][5]. Summary by Sections Introduction - The temporary measure is established to strengthen the total control management of rare earth mining and smelting separation based on relevant laws and regulations [5]. Definition and Scope - Rare earth mining refers to the process of extracting various rare earth ores to produce rare earth mineral products [6]. - Smelting separation involves processing rare earth mineral products into various single or mixed rare earth oxides, salts, and other compounds [6]. Management and Oversight - The Ministry of Industry and Information Technology, along with the Ministry of Natural Resources and the National Development and Reform Commission, is responsible for the national management of rare earth mining and smelting separation [6][7]. - Local governments are tasked with overseeing the implementation of these measures within their jurisdictions [7]. Control Indicators - Annual control indicators for rare earth mining and smelting separation will be developed based on national economic goals, resource availability, industry development, ecological protection, and market demand [6][8]. - These indicators will be communicated to rare earth production enterprises, which must adhere to them [10]. Reporting and Compliance - Rare earth production enterprises are required to establish a tracking system for the flow of rare earth products and report this information monthly [11]. - They must also ensure data security and comply with legal regulations [11][12]. Enforcement and Penalties - Violations of the management measures can result in administrative penalties, including reductions in future control indicators [12][13]. - Government officials found abusing their power in this context will face disciplinary actions [13]. Implementation - The measures take effect immediately upon publication, replacing previous regulations established in 2012 [13].

【导读】工业和信息化部、国家发展改革委、自然资源部发布《稀土开采和稀土冶炼分离总量调控管理暂行办法》 事关稀土，重磅消息来了！ 8月22日，工业和信息化部、国家发展改革委、自然资源部发布《稀土开采和稀土冶炼分离总量调控管理暂行办法》（以下简称《暂行办法》）。 | 码 中华人民共和国工业和信息化部 Ministry of Industry and Information Technology of the People's Republic of China | BE | | | ● 阳光小信 无障碍 手机端 邮箱 微信 微博 RSS订阅 请输入关键字 Q | | | --- | --- | --- | --- | --- | --- | | 组织机构 新闻发布 | ල 首页 新闻、工业和信息化如、机关与目、立山农鲜与十切司、如门切等 | 政务公开 | 政务服务 | 互动交流 | 工信数据 | 以下为全文： 稀土开采和稀土冶炼分离总量调控管理暂行办法 发布时间：2025-08-22 15:25 来源：产业政策与法规司 《暂行办法》指出，国家对稀土开采（含稀土矿产品等）和对通过开采、进口以及加工其他矿物所得的各类 ...

Core Points - The Ministry of Industry and Information Technology, along with the National Development and Reform Commission and the Ministry of Natural Resources, has issued a temporary regulation for the total quantity control management of rare earth mining and smelting separation [1][2] - The regulation mandates that rare earth production enterprises must strictly adhere to legal and regulatory requirements while operating within the established total quantity control indicators [3][5] - The regulation establishes a system for tracking the flow of rare earth products, requiring enterprises to report this information monthly [10][12] Summary by Sections Regulation Overview - The regulation aims to strengthen the management of total quantity control for rare earth mining and smelting separation based on relevant laws and regulations [2][3] - It defines rare earth mining and smelting separation processes, including the extraction of various rare earth ores and the processing into different compounds [2][3] Management Responsibilities - The Ministry of Industry and Information Technology, in collaboration with the Ministry of Natural Resources and the National Development and Reform Commission, is responsible for the overall management of total quantity control [3][4] - Local government departments are tasked with overseeing the implementation of these controls within their jurisdictions [3][6] Control Indicators - Annual total quantity control indicators will be formulated based on national economic development goals, resource availability, and market demand, and will require approval from the State Council [3][6] - Rare earth production enterprises must comply with these indicators and report their compliance status regularly [5][6] Compliance and Reporting - Enterprises are required to establish a tracking system for rare earth product flows and submit this data to the relevant authorities by the 10th of each month [10][12] - Violations of the regulation may result in administrative penalties and a reduction in the following year's total quantity control indicators [6][12]

Core Viewpoint - The article discusses the release of the "Interim Measures for Total Quantity Control Management of Rare Earth Mining and Rare Earth Smelting Separation" by the Ministry of Industry and Information Technology, the National Development and Reform Commission, and the Ministry of Natural Resources, emphasizing the importance of regulating rare earth production in China [1]. Summary by Sections Overview of the Interim Measures - The measures implement total quantity control management for rare earth mining and smelting separation, including products obtained through mining, imports, and processing of other minerals [2][4]. Responsibilities and Compliance - Rare earth production enterprises must strictly adhere to laws and regulations within the defined total quantity control indicators. The Ministry of Industry and Information Technology, along with the Ministry of Natural Resources, will determine which enterprises can engage in rare earth mining and smelting separation [3][7]. Reporting and Record-Keeping - Enterprises are required to establish a tracking system for the flow of rare earth products and submit monthly reports on this information by the 10th of each month to the relevant authorities [3][10]. Supervision and Penalties - Local governments are tasked with supervising compliance with the total quantity control indicators and can impose penalties for violations, including reductions in future control indicators for enterprises that face administrative penalties [9][10]. Implementation and Enforcement - The measures are effective immediately upon publication, replacing previous regulations from June 2012, and outline the responsibilities of various government departments in enforcing these controls [11].