稀土开采与加工

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美国砸5亿抢巴铁稀土,想破中国稀土优势,谁知巴铁做法亮了
Sou Hu Cai Jing· 2025-10-08 19:44
巴基斯坦总理夏巴兹和陆军参谋长穆尼尔罕见地一同出现在美国,与美国战略金属公司签下了一份价值5亿美元的矿产合作备忘录。 仪式上,巴方交付了首 批稀土、锑和铜精矿,而美方则承诺后续将帮助巴基斯坦建设精炼厂和物流体系。 巴基斯坦此刻正深陷经济危机。 它的外债规模已达1300亿美元,外汇储备却多次跌破90亿美元的危险线,连维持基本进口都捉襟见肘。 美国递来的5亿美元 初始投资,对伊斯兰堡而言是一笔能解燃眉之急的"救命钱"。 除了资金,美国还承诺协助巴基斯坦构建从开采到加工的矿产产业链,这对渴望将地下约6万 亿美元矿物储量转化为经济动能的巴方极具吸引力。 美国如此急切地推动与巴基斯坦的稀土合作,根源在于其深刻的"稀土焦虑"。 稀土被称为"工业维生素",从智能手机、新能源汽车到F-35战机(单机需420 公斤稀土)和弗吉尼亚级核潜艇(单艘需4吨稀土),都离不开它。 当前,中国掌控着全球高达91%的稀土精加工产能,美国国防工业的稀土需求严重依赖 中国供应。 美国本土并非没有稀土资源,但其稀土多为伴生矿,提炼成本高、环境污染大,且面临严格的环保审批限制。 更关键的是,美国缺乏成熟的精加工能力。 其国内唯一的稀土矿MP Mat ...
中国为何不阻拦?巴铁总理赴美签字,卖稀土矿给美国续命
Sou Hu Cai Jing· 2025-10-04 07:37
从中国的角度来看,即便巴基斯坦和美国真正开始合作开采稀土,我们也无需过于担心。中国在稀土领域的主导地位,主要得益于技术优势,而不仅仅是稀 土储量。稀土的开采和加工过程复杂,需要先进的分离技术以及环保控制,这些正是中国几十年积累的优势。中国目前控制了全球约90%的稀土磁铁制造, 巴基斯坦和中国的经济关系近年来日益紧密,但对于任何国家来说,过于依赖单一大国可能带来潜在风险。为了减少依赖,巴基斯坦可能希望通过引入更多 资本,比如美国和欧洲,来多元化其经济合作伙伴和外资来源。签署协议并不意味着合作立刻生效,巴基斯坦这次展示稀土样本,实际上是为了在谈判中占 据有利位置,吸引更多投资。 巴基斯坦总理谢里夫与军队参谋长穆尼尔最近访问美国,并与美国签署了一项合作备忘录。备忘录中,美国计划在巴基斯坦建立多金属精炼设施,推动包括 铜、金、钨和稀土等矿产的加工与出口。巴基斯坦还向美国展示了稀土矿样本,并邀请美国企业投资其矿产和能源领域。签署这一协议的背景,究竟是什 么? 首先,我们来看看巴基斯坦的经济状况。巴基斯坦长期面临财政压力,外债沉重,外汇储备也不充足。吸引外资来开发矿产资源,理论上能够为巴基斯坦带 来外汇收入,减轻债务负担 ...
A股集体翻红,超3300股上涨,猪肉股爆发
21世纪经济报道· 2025-08-26 03:54
Market Overview - A-shares opened lower but rebounded, with the Shanghai Composite Index up 0.11%, Shenzhen Component Index up 0.73%, and ChiNext Index up 0.21% at midday [1] - The total trading volume in the Shanghai and Shenzhen markets reached 1.68 trillion [1] Sector Performance - The gaming, pork, and Huawei Ascend sectors saw significant gains, while rare earth permanent magnets and banking sectors experienced declines [3] - The pork sector showed strength, with Muyuan Foods nearing a limit-up, following a limit-up for Aonong Biological and gains for Jingji Zhino and Lihua Shares [3] Pork Market Insights - The national average pig-to-grain price ratio has dropped below 6:1, entering a warning zone as per the National Development and Reform Commission [5] - To stabilize the pork market, the National Development and Reform Commission will collaborate with relevant departments to conduct central frozen pork reserve storage, with 10,000 tons stored on August 25 [5] Rare Earth Sector Analysis - The rare earth permanent magnet sector saw significant adjustments, with Baotou Steel and Northern Rare Earth both declining over 5% [6] - The recent release of the "Interim Measures for Total Control Management of Rare Earth Mining and Separation" marks the beginning of supply-side reforms in the rare earth industry [8] - July saw a substantial increase in magnet exports, with expectations for continued price increases due to supply disruptions and seasonal demand [9]
【A股收评】牛市号角吹响!两市成交破3万亿,创业板涨3%
Sou Hu Cai Jing· 2025-08-25 09:41
Market Performance - The A-share market saw significant gains, with the Shanghai Composite Index rising by 1.51%, the Shenzhen Component Index by 2.26%, and the ChiNext Index by 3% [2][3] - Over 3,200 stocks in the two markets experienced an increase, with a total trading volume of approximately 3.14 trillion yuan [3] Rare Earth Sector - The rare earth sector experienced a collective surge, with companies like Jinli Permanent Magnet rising by 20% and others such as Lingyi Technology and Northern Rare Earth also showing substantial gains [3] - Prices of major rare earth products have increased since August, driven by tightening supply and structural demand surges, leading to a supply-demand imbalance [3] Alcohol Industry - The liquor sector showed strong performance, with Shede Liquor rising by 10% and other major brands like Moutai and Wuliangye also increasing [3] - Longjiang Securities noted that the industry is currently in a destocking phase, but with macroeconomic recovery, demand is expected to improve [3] AI Computing Sector - The AI computing sector saw significant gains, with companies like Zhongji Xuchuang rising by 14.74% and others like Cambrian Technology also achieving over 11% growth [4] - Central Securities highlighted optimistic capital expenditure outlooks for leading cloud companies by 2025, driven by AI development and the construction of large data centers [4] Real Estate and Consumer Stocks - Some real estate, consumer, and military stocks performed well, with companies like Bona Film Group and China Satellite both rising by 10% [4] - Shanxi Securities indicated that 2025 will be a pivotal year, with demand gradually improving and military sector performance expected to rebound in the second half of 2025 [5] Declining Sectors - The beauty and personal care sector showed weakness, with companies like Marubi Biotechnology declining by over 6% [6]
中国稀土集团:从未就所谓“稀土人民币稳定币”开展任何形式的合作
Sou Hu Cai Jing· 2025-08-12 04:47
Core Viewpoint - China Rare Earth Group has issued a stern statement denying any collaboration with Ant Group and the People's Bank of China regarding the establishment of a rare earth RMB stablecoin, labeling the information as false and misleading [1][4][5] Group 1: Company Position - The company has never engaged in any form of cooperation, consultation, or planning related to the so-called "rare earth RMB stablecoin," asserting that the information is maliciously fabricated by illegal entities [1][4] - The company warns the public and investors to be vigilant against illegal financial activities and to be cautious to prevent financial losses [1][4] - The company has reported the matter to relevant authorities, demanding an immediate cessation of infringement and fraudulent activities, while reserving the right to pursue legal action against any actions that harm its image and interests [1][4] Group 2: Communication Protocol - The company emphasizes that any significant external cooperation matters should be disclosed through its official channels [1][4]
“从未开展!”中国稀土集团发声明
Sou Hu Cai Jing· 2025-08-12 00:04
Core Viewpoint - China Rare Earth Group Limited has issued a statement denying the existence of any collaboration with Ant Group or the People's Bank of China regarding the creation of a rare earth RMB stablecoin, labeling the information as false and misleading [1][3] Group 1 - The company has never engaged in any form of cooperation, negotiation, or planning related to the so-called "rare earth RMB stablecoin," and the information is deemed maliciously fabricated by illegal entities [1] - The company warns the public and investors to be vigilant against illegal financial activities and to take precautions to prevent financial losses [1] - The company has reported the matter to relevant authorities, demanding an immediate cessation of infringement and fraudulent activities, and reserves the right to pursue legal action against any actions that harm its image and interests [3] Group 2 - The company emphasizes that any significant external cooperation matters should be disclosed through its official channels [3]
与央行、中国稀土集团共建全球首个稀土人民币稳定币?蚂蚁集团辟谣
Guan Cha Zhe Wang· 2025-08-11 05:57
Group 1 - Ant Group announced on August 11 that it is aware of rumors online claiming that it is collaborating with the People's Bank of China and China Rare Earth Group to create the world's first rare earth RMB stablecoin [1] - Ant Group clarified that it has never had any plans with these institutions regarding such a project and urged the public to be cautious and discerning to avoid being deceived [1]
中方出口管制后,矿产价格翻了60倍,跟中国耍横,特朗普踢到钢板
Sou Hu Cai Jing· 2025-08-07 11:01
Group 1 - The core issue in global supply chains is the control of key resources, rather than tariffs or slogans, which are often seen as direct influences on national strategic security [1] - The U.S. military industry faces a significant crisis due to a shortage of rare earth resources, exacerbated by China's stricter export controls [1][4] - Prices of critical rare earth elements have skyrocketed, with samarium increasing from 100 yuan per kilogram to 6000 yuan, a 60-fold increase, impacting global supply chain stability [3][4] Group 2 - China has implemented strict export controls on high-end rare earth resources, particularly samarium, neodymium, and praseodymium, which are essential for military applications [3][4] - The U.S. defense sector is experiencing inventory shortages and production delays due to difficulties in sourcing rare earth materials, highlighting vulnerabilities in the supply chain [4] - The U.S. government is attempting to revitalize its rare earth industry through funding and subsidies, but faces challenges in rebuilding a complete supply chain [5][7] Group 3 - Despite having rare earth resources, the U.S. lacks the refining capabilities, having outsourced this process to China, complicating efforts to establish a domestic supply chain [5] - The U.S. is exploring overseas markets, particularly in Southeast Asia, for rare earth resources, with Myanmar being a focal point, despite its unstable conditions [9][11] - China's control over the rare earth supply chain is reinforced by its technological and industrial advantages, making it difficult for the U.S. to compete without significant investment and time [13][15]
中美举行会谈,欧洲算盘落空,欧洲正在把棋走死
Sou Hu Cai Jing· 2025-07-19 10:11
Group 1 - The meeting between Chinese Foreign Minister Wang Yi and US Secretary of State Rubio marks the first formal contact between China and the US since Rubio took office, occurring amidst signs of a temporary easing in US-China relations [1] - The European Parliament passed a resolution condemning China's restrictions on rare earth exports with a vote of 523 in favor, 75 against, and 14 abstentions, labeling the move as unjustified and coercive [1][2] - China's management policy on rare earth exports, implemented in April, requires all exporting companies to apply for a six-month export license from the Ministry of Commerce, which is a standard regulatory measure [1][2] Group 2 - The European Union's dependency on China for rare earth resources is significant, with approximately 60% of global rare earth extraction and 90% of rare earth permanent magnet production concentrated in China, essential for various industries including electric vehicles and military equipment [2][10] - Despite Europe's ambition to localize rare earth extraction and processing by 2030, the practical challenges are substantial, and China's response to European criticisms emphasizes the need for more communication and cooperation [4][7] - The EU's internal divisions are evident, as the European Parliament criticizes China while simultaneously relying on Chinese rare earth resources, indicating a contradiction in their approach [9] Group 3 - The recent strategic dialogue between Wang Yi and EU representatives revealed China's firm stance against perceived Western pressures, particularly regarding the Ukraine conflict and accusations of military support to Russia [5][12] - The EU's "de-risking" plans aim to reduce reliance on China in various sectors, including chemicals and medical supplies, reflecting a growing tension in trade relations [7][9] - The evolving dynamics of US-China relations, with signs of warming ties, may diminish Europe's strategic leverage, as the EU hoped to balance its position between the two powers [12][14]
要求访华中国未回应,美国要加100%关税,投千亿美元搞“金穹”
Sou Hu Cai Jing· 2025-06-30 07:51
Group 1 - The US-China trade war has temporarily eased following the Geneva agreement, where the US canceled 91% of tariffs and China reciprocated, leading to a rise in global stock indices and increased shipping activity [4][6] - Despite the temporary resolution, the US Trade Representative's office is considering imposing a 100% tariff on Chinese-made cranes and additional tariffs on other loading equipment, which could significantly impact US ports [6][7] - The US does not produce large cranes domestically, relying heavily on Chinese manufacturers, raising questions about the US's contradictory stance of wanting to sanction China while being dependent on its manufacturing capabilities [9] Group 2 - The issue of rare earth exports from China remains unresolved, with China controlling 60% of global rare earth mining and 90% of refining capabilities, which are critical for US high-tech products [13][15] - The US is actively seeking alternative sources for rare earths, but establishing new mines is a lengthy process, and current US technology for rare earth separation is still in the experimental stage [15][16] - The urgency for US military companies to reduce reliance on Chinese rare earths is evident, but achieving this in a short timeframe is unrealistic, suggesting a need for negotiations with China to address tariff issues and rare earth supply [16][18] Group 3 - President Trump's announcement of a $175 billion investment in the "Iron Dome" missile defense system, now referred to as "Gold Dome," reflects ongoing US concerns about perceived threats from China [20][22] - The project aims to integrate space interception technology and is positioned as a response to the challenges posed by China, although experts warn of significant technical hurdles [22][25] - The contradictory actions of the US, such as expressing willingness to engage with China while simultaneously planning tariffs and military investments, highlight the complexities of US-China relations [25]