在工业应用方面，中国有色金属工业协会金银分会副秘书长梁永慧表示，白银因其优异的导电、导热性 能，已深度融入新能源、电子信息、军工等所有高科技与战略产业，成为不可或缺的关键原材料。将白 银出口管制级别提升至与稀土相同，意味着其正式从"普通商品"升级为"战略物资"。此举是为了确保国 内关键产业的原材料供应，保障核心产业的稳定发展。虽然限制了出口，但未限制进口，国内缺口将通 过加大进口来逐步缓解。 2026年1月1日起，我国正式对白银实施出口严格管控，将其管理级别提升至与稀土相同。这一政策受到 广泛关注。 海南省开放型经济研究会会长李世杰分析，本轮白银出口管控旨在优先保障国内需求。"新政"明确管控 期限至少持续至2027年年底，可以形成长期稳定的战略调控机制，这种确定性有助于企业进行长期规 划，同时也向市场传递了中国将长期严控白银出口的明确信号。 需要注意的是，浙商期货高级分析师严梦圆补充表示，根据商务部最新文件，白银出口延续了此前的许 可证管理加国营贸易企业申报管理模式，国营贸易企业名单甚至有所增加。因此，政策并未出现实质性 变化，预计不会对供需市场产生影响。 工业需求存在缺口 商务部公布的《2026年货物出口配 ...

【深度解读！白银出口管制并非新政，银价短期仍将震荡】#元旦假期带动新年消费活力满满# 商务部 《2026年货物出口配额总量》提出，"继续对白银暂停出口配额管理，实行出口许可证管理"。有专家分 析指出，白银作为重要战略物资，其出口管理已实质性收紧。目前，全球白银库存已连续五年处于紧张 状态，美国、印度等多个国家也已将白银列入战略物资进行管控。眼下白银与黄金、铜等金属价格同步 上扬，背后正是全球范围内 "资源觉醒" 趋势的体现。总的来看，白银价格上涨，主要受三大因素推 动：一是已知的产量下滑；二是光伏、新能源汽车等产业需求爆发；三是市场投资与投机需求的增加。 预计白银价格在短期整固后，中长期仍将震荡走高。#专家谈委内瑞拉局势对金价影响##黄金价格2026 年强势上涨吗#（中经记者 郝亚娟 夏欣） 来源：@中国经营报微博 ...

Group 1 - China produces 70% of the world's rare earths, having shut down over 300 small and scattered rare earth factories in the past five to six years, which reflects a significant environmental and geopolitical strategy [1][4] - The closure of these factories was driven by the need to combat severe environmental pollution and to consolidate the industry, with only two major companies, China Rare Earth Group and Northern Rare Earth, now controlling 90% of the mining quotas [4][6] - Technological advancements have been made, such as the use of biological purification techniques that reduce wastewater toxicity by 90%, and a traceability system that tracks the production of rare earth elements from mines to final products [4][6] Group 2 - The military significance of rare earths is highlighted, with the F-35 fighter jet requiring 417 kg of rare earths, and the U.S. facing challenges due to China's control over high-purity rare earth production [6][8] - Western countries, particularly the U.S. and Japan, are increasingly concerned about their reliance on Chinese rare earths, as evidenced by Tesla's additional expenditure of $2.6 billion for neodymium-iron-boron magnets and Japan's stockpiling of dysprosium [8] - The closure of small factories is portrayed as a strategic move by China to assert control over the rare earth supply chain, shifting from being a low-cost supplier to a leader in technology and environmental standards [8]