构建全链条育企系统 "十四五"时期，内蒙古实施企业上市"天骏计划"。围绕该计划，内蒙古证监局构建系统性培育机制，强 化对辖区资本市场的服务和培育；联合多部门组建专业化顾问团，对重点企业实施"一企一策"精准辅 导。 数据显示，"十四五"时期，内蒙古打破9年无新增上市企业的沉寂，累计推动12家企业登陆境内外资本 市场，其中7家在沪深北交易所首发上市，连续5年实现A股IPO"不断档"，成为全国少数保持上市节奏 稳定的省份。2025年，天和磁材成为当年全国首家主板IPO企业，赤峰黄金成功发行H股并实 现"A+H"双平台布局。 "十四五"时期，北疆大地内蒙古资本市场改革发展蹄疾步稳，资本精准滴灌实体经济，在构建多层次企 业上市培育体系、助力区域经济转型升级以及保障国家战略资源安全供应等方面取得跨越式进展，交出 了一份量质齐升的优异答卷。 证券时报记者从内蒙古证监局获悉，"十四五"时期，内蒙古新增上市公司12家；A股上市公司总市值突 破万亿元，稀土、能源、乳业等特色产业集群加速形成；直接融资规模稳步扩大，清洁能源REITs破冰 西北；多层次市场体系日趋完善。 展望"十五五"，内蒙古资本市场将聚焦新质生产力培育，聚力提升资 ...

在2025年的最后几天，围绕"稀土战争""去中国化"和"美国自力更生"等关键词，《纽约时报》在他们的深度专栏上刊登了一篇非常有意思的文章：《来，认 识一下这家志在打破中国稀土垄断的美国初创公司》。 文章提到，所谓的"稀土"，其实在地壳中并不稀缺。 钕、镝，这些读起来拗口的元素，广泛存在于人类的生产生活中。从电动汽车的电机到战斗机的核心部件，无处不在。 稀土之所以稀，难点不在于"挖"，而在于"炼"。 稀土加工是门手艺活，不仅需要高超技术，还需要极强环境耐受力和成本控制力的环节。 文章提到的美国初创公司，名叫"凤尾矿冶"（Phoenix Tailings） ，他们目前的办公地址位于新罕布什尔州一个不起眼的办公园区里，距离华尔街和硅谷都很 远。 虽然是初创公司，但凤尾矿冶的目标却很明确，也很宏大：尝试从中国手中夺回稀土加工这个至关重要的细分领域。 对此，凤尾矿冶的CEO尼克·迈尔斯（Nick Myers）对此有一个极其辛辣的比喻： "要想切断与中国稀土的联系，你必须强迫自己戒掉最初的'毒瘾'。你可以选择慢慢戒，也可以选择'冷火鸡'式（Cold Turkey）的突然戒断。但归根结底，你 必须得戒。" 在过去几十年里， ...

中国实施稀土出口管制政策，是为了阻碍美国建立自己的稀土加工产业吗？到底是"菜是原罪"还是中国阻挠的原因？凭什么中国行美国不行？ 彭博社提到美国Noveon磁铁公司首席执行官邓恩的说法，说"如果你是美国实体，你无法从中国获得材料，比如镝金属或氧化物"，"中方正通过限制原料而 非永磁体"来维持这一动态。 稀土矿石样本 总结"相关人士"说法，意思就是虽然中国暂停一年对美实施稀土出口管制，但中方仍通过控制原料出口，阻止美国构建稀土加工产业。 这种说法实际上鬼扯的就有点离谱了，美国愿意构建稀土加工产业是美国自己的事情，中国从来没有说过一句不允许，而且原料这种东西满世界都有，此前 美国还跟多个国家签署过稀土矿产开采协议，怎么能说中国不出口原料，是在阻碍美国建立加工产业呢？ 这只能说明"菜是原罪"，而非与中国有什么关系，不会美国签了那么多矿产开采协议，到最后发现自己连开采能力都没有吧？而且这也不是怪罪中国理由， 而是美国自己的问题。 据观察者网12月25日消息，美媒彭博社报道称，所谓"市场参与者"表示，尽管中方增加了稀土磁铁等关键矿产的交付，但没有完全解除限制，美国工业仍无 法获得足够的必要原料，用于稀土永磁材料生产和加工 ...

Core Viewpoint - China has decided to suspend its export controls on rare earths to the U.S. for one year, yet U.S. companies and politicians continue to criticize China for allegedly obstructing the establishment of a domestic rare earth processing industry [1][4]. Group 1: Export Controls and Market Reactions - Despite China's increase in the delivery of key minerals like rare earth magnets, U.S. industries still claim they cannot obtain sufficient necessary materials for production [1][4]. - The U.S. government has not ceased its pressure on Chinese companies, even as it accuses China of limiting raw material supplies [1][5]. - Data from China's customs indicates that while exports of permanent magnets to the U.S. decreased by 11% in November compared to the previous month, overall exports of rare earth elements and products increased by 13% [4]. Group 2: Industry Concerns and Strategic Responses - U.S. companies express concerns about potential future restrictions on rare earth exports from China after the one-year suspension period ends [8]. - The U.S. and EU are developing emergency plans to enhance local production of minerals, diversify supplier networks, and establish strategic reserves, although experts acknowledge there are no quick solutions [6][8]. - The U.S. Geological Survey reported that from 2020 to 2023, 70% of the rare earth compounds and metals imported by the U.S. came from China, highlighting China's dominant position in the market [6]. Group 3: Diplomatic Engagements - Recent economic discussions between China and the U.S. have focused on rare earths, with both sides expressing a commitment to continue constructive dialogue and cooperation [9]. - China's recent measures regarding export controls are framed as a legal and regulatory improvement to its export control system, emphasizing its role in maintaining global supply chain stability [8].

今年五月底，美国商务部突然暂停了部分美国企业向中国商飞出口产品和技术许可，直接瞄准C919客机的Leap-1C发动机。 这东西是美法合资CFM公司生产的，GE有大把技术在里面。特朗普政府明摆着是为了回击中国四月份的稀土出口管制，想用卡脖子方式逼中方松口。 商飞生产线有点乱，库存发动机够用一阵，但新订单交付肯定得缓一缓。这招来得猛，但中国航空人早有准备，不是头一遭面对这种事。 中美贸易摩擦又升级，中国商务部四月宣布对镝、铽等七种中重稀土实施出口管制，需要审批和端用户证明。美方依赖中国供应超八成，国防、半导体行业 立马慌了。 电动车、风电这些领域价格直线上涨，特朗普团队觉得这伤到筋骨了，就拿C919反击。GE工厂停发新部件，商飞工程师加班检查备用方案。 C919项目团队Leap-1C推力大，技术先进，但中国早布局国产替代。CJ-1000发动机从2023年地面测试，到今年三月在运-20上完成试飞，数据不错。 成都发动机公司副总在大会上说，下半年就上C919验证。推力13吨级，油耗噪音都跟Leap-1C差不多。支线机的CJ-500也基于这个，风险低。 断供期间，商飞用库存顶着，优先装配已到货的。航空工业集团加大投入， ...

Group 1 - The EU has become increasingly reliant on China for rare earth materials, with a dependency rate of 98%, which directly impacts key industries such as renewable energy, military, and aerospace [4] - In September 2025, China exported 2,582 tons of rare earth magnets to the EU, marking a 21% month-on-month increase and reaching a recent high [1] - The EU is planning to impose a 50% tariff on Chinese steel and has initiated 20 anti-dumping investigations, indicating a shift towards protectionist measures against Chinese imports [1] Group 2 - The EU's recent sanctions against 12 Chinese companies, accused of helping Russia evade sanctions, have raised concerns among European businesses about the potential disruption of supply chains [1][9] - China's recent export controls on rare earth materials include a compliance review system, which could impact global supply chains and create a "valve" controlled by China [7] - The EU's Critical Raw Materials Act aims to reduce reliance on single third-country suppliers to below 65% by 2030, but challenges remain due to slow progress in domestic rare earth projects [6] Group 3 - European companies are facing production disruptions due to China's tightened rare earth export controls, with some firms experiencing a 40% drop in imports and a 15% increase in production costs [9] - The political tensions between the EU and China are creating a complex environment for businesses, as companies like those in Bavaria are successfully navigating through established "green channels" for importing rare earth materials [10] - The EU's internal contradictions regarding its approach to China are evident, as it seeks to balance geopolitical alignment with the U.S. while also recognizing the necessity of maintaining stable supply chains from China [6]

Core Viewpoint - China has begun issuing longer-term rare earth export licenses, which is a significant development for European companies reliant on these materials for clean energy, electric vehicles, and high-end defense industries [1][3]. Group 1: Rare Earth Export Licenses - Since April, China has approved approximately 70% of related export applications, with the new licenses having a validity of one year [3]. - Over 80% of global rare earth processing capacity, particularly in high-value separation and smelting, is controlled by China, making it difficult for Europe to find alternative sources in the short term [3]. Group 2: EU-China Relations - The current relationship between China and Europe is complex, with ongoing disputes over market access and geopolitical issues, yet both sides are economically interdependent [3]. - China's move to ease rare earth export restrictions is seen as a strategic effort to stabilize relations with Europe and prevent it from fully aligning with the US against China [3][9]. Group 3: EU's Countermeasures - The EU has implemented measures such as a temporary fixed fee on small packages from non-EU countries, aimed at protecting local retail industries from Chinese e-commerce [5]. - The EU's competition enforcement agency has conducted inspections of several Chinese companies, indicating a proactive stance against perceived unfair practices [5]. Group 4: China's Response - China announced anti-dumping duties on EU-origin pork and related products, effective December 17, for a period of five years, targeting a key area of EU agricultural exports [7]. - This action serves as a countermeasure to EU's regulatory moves while maintaining a balance between cooperation and resistance [7]. Group 5: Strategic Implications - The situation highlights the need for Europe to establish a coherent strategy towards China, balancing its long-term interests against short-term ideological impulses [9][11]. - The warning from former German Chancellor Merkel emphasizes the importance of pragmatic engagement with China to avoid marginalization in a multipolar world [11].

Core Points - The establishment of the "Pax Silica" alliance aims to counter China's dominance in rare earth processing and advanced technology supply chains [1][3] - The alliance identifies processing, separation, and magnet manufacturing as critical bottlenecks, emphasizing the interconnection of mineral resources, manufacturing, and computing power in the AI era [1][4] - The success of the alliance hinges on binding financial mechanisms and long-term purchase agreements rather than solely relying on summit diplomacy [1][5] Group 1 - The initial participating countries, including Singapore, Australia, Japan, South Korea, and Israel, are strategically positioned in key nodes of processing, defense technology, and logistics [3][4] - The alliance's focus on processing and logistics, rather than just mining, is a significant aspect that acknowledges the importance of separation, alloying, and magnet manufacturing [4][5] - The declaration reflects a shift in perspective, positioning rare earths as part of an economic security framework rather than merely a mining issue [6] Group 2 - The alliance's ability to become a "game changer" is uncertain, as the declaration alone cannot directly lead to the establishment of separation facilities or create a robust rare earth supply [5][6] - Historical experiences suggest that international cooperation in the AI era may not naturally align, especially given the deep commercial ties many member countries have with China [5][6] - If the alliance can transition from summit diplomacy to contract-supported infrastructure development, it could signify a pivotal shift in the global rare earth and critical minerals landscape [6]

Group 1: Technology Breakthroughs in Inner Mongolia - The "Technology Breakthrough" initiative during the 14th Five-Year Plan aims to leverage Inner Mongolia's unique resources such as wind, solar, rare earths, and dairy to foster high-quality industrial development [1] - Inner Mongolia's new energy industry is experiencing rapid growth, with installed capacity exceeding 143 million kilowatts by May 2025, accounting for 52% of the region's total power generation capacity [3] - The establishment of the "Kubuqi New Energy Base" will enable the transmission of approximately 36 billion kilowatt-hours of electricity annually to the Beijing-Tianjin-Hebei region, significantly reducing coal consumption and carbon emissions [3] Group 2: Rare Earth Industry Developments - Inner Mongolia is focusing on developing its rare earth industry, particularly in Baotou, where innovative technologies are being applied to replace heavy rare earth elements while maintaining product performance [4] - Baotou's production capacity is set to reach 40,000 tons, positioning it as the world's largest high-performance neodymium-iron-boron production base [5] - The region aims for a rare earth industry output value of 130 billion yuan, driven by technological innovation and market-oriented mechanisms [5] Group 3: Dairy Industry Innovations - The establishment of the largest probiotic smart factory in Asia by Inner Mongolia Ketaobiotech aims to achieve technological breakthroughs in the dairy sector [6] - The National Grass Technology Innovation Center is developing advanced grass varieties and technologies to support dairy farming, ensuring a stable supply of quality feed [7] - Inner Mongolia has created a complete ecological system for the dairy industry, integrating all elements from grass cultivation to milk production and processing [7] Group 4: Hydrogen and Energy Innovations - The world's first hydrogen-ammonia dual-fuel gas turbine has been successfully assembled in Inner Mongolia, marking a significant advancement in zero-carbon energy technology [8] - This gas turbine can operate on hydrogen, ammonia, and natural gas, facilitating a complete energy production and consumption cycle [9] - The introduction of a new energy mining truck project combines photovoltaic power generation, intelligent storage, and super-fast charging technology, enhancing the efficiency of heavy-duty transportation [10]

Group 1 - The core viewpoint emphasizes the importance of deepening economic and cultural cooperation between Canada and China, building on their historical trade ties that began in the 1970s with the first wheat exports [1] - Canada is actively seeking to diversify its trade and reduce reliance on the U.S. market, with China being a significant partner in this strategy [1] - Canada aims to learn from China's advancements in rare earth processing and electric vehicle technology, indicating potential areas for collaboration [1] Group 2 - The "2025 Chengdu International Forum" held in Guangzhou gathered over 200 participants, including former heads of state, experts, and business leaders, to discuss global development issues [2] - The forum's theme was "Working Together for a Win-Win Future," covering topics such as global security challenges, governance reforms, and sustainable development [2] - Key discussions included the balance of innovation, safety, and governance in artificial intelligence, as well as the impact of trade and tariff conflicts on global economic trends [2]