Core Insights - China has escalated its rare earth control strategy to a "technical stranglehold" mode, restricting not only the sale of rare earths but also the technology and equipment for mining, refining, and recycling [2][5] - The global rare earth landscape has shifted, with China now holding less than 40% of global reserves, while the U.S. has significant mining capabilities and can source from allies like Canada and Australia [2][3] - The U.S. struggles to convert raw materials into high-tech products due to a lack of necessary technology and expertise, with 90% of refining capacity and 70% of patents concentrated in China [2][3] Industry Impact - The new regulations significantly impact U.S. military operations, as 77% of critical minerals for the military rely on China, with the Navy exceeding 90% [3] - The U.S. has invested $10 billion to develop its own supply chain, but establishing factories will take years, and environmental protests pose additional challenges [3][5] - China's control over the entire technology chain for rare earths, from mining to recycling, has been in place since 2001, with recent expansions in October to include all core technologies [5][9] Global Reactions - The global industry is reacting with urgency, as Germany and Canada are forming partnerships for mineral cooperation, while Japan is actively seeking new sources of rare earths [7] - Companies in Europe and the U.S. are accelerating research into alternative technologies to reduce dependence on Chinese rare earths, but experts believe it will take at least a decade to achieve significant progress [7][9] Technological Advantage - China possesses advanced technologies that reduce rare earth processing costs by 30% and employs green smelting processes, enhancing its competitive edge [9] - Major automotive companies like Ford and General Motors have received temporary export licenses, indicating a potential for collaboration amidst the restrictions [9]

一纸通告震动世界，稀土战场悄然换阵。 十月九日，中国商务部突然发布公告，宣布对稀土相关技术实施出口管制。这份编号第六十二号的文件没有任何预兆，自公布之时立即生效，连留给国际市 场反应的空窗期都被彻底抹去。 国际矿产市场尚未从这场震荡中清醒，巴基斯坦向美国发出的首批稀土样品正在印度洋上航行。两吨闪着金属光泽的矿石与同等数量的铜、锑等战略矿产， 被精心包装后运往西方。这笔价值五亿美元的矿产合作大单，曾被华盛顿与伊斯兰堡共同标榜为"打破稀土垄断的破冰之举"。 更耐人寻味的动作隐藏在贸易合同背后。巴基斯坦军方顾问团队被曝已向美方提交秘密方案，提议在阿拉伯海沿岸的帕斯尼建设专门运输稀土的专用港口。 这个选址充满战略意味——距离中国参与建设的瓜达尔港仅一百一十二公里，近乎赤裸地展示着地缘政治的博弈。 巴基斯坦的算计清晰可见。新建港口将吸引美国资本持续注入，让本国矿产直通欧美市场；同时在大国竞争中左右逢源，坐收渔翁之利。但地缘政治的棋局 从来不会按照单方设想展开。 这些沉浸在矿石贸易美梦中的策划者似乎忘记了一个基本事实：稀土的价值从来不在矿石本身。从矿山到高科技产品，需要经历提纯、分离、加工成磁材的 复杂过程。全球近七成高 ...

Core Points - The Chinese Ministry of Commerce announced new export controls on certain rare earth-related items and technologies, aimed at enhancing national security and interests while participating in international non-proliferation efforts [1][2] - The new regulations are part of a systematic approach to standardize the management of the rare earth industry, reflecting China's commitment to a stable and continuous export control system [1][2] - China's rare earth export controls are a natural extension of modern governance in the industrial sector, addressing past issues of disorderly development and environmental damage [2][3] Industry Overview - China holds 37% of global rare earth reserves and over 60% of global production, positioning itself as a key supplier without using its resource advantage as a tool for hegemony [3] - The goal of China's rare earth controls is to "regulate exports" rather than "prohibit exports," maintaining an open and non-discriminatory policy that does not create barriers for specific countries [3][4] - The new regulations include provisions for technologies necessary for public domain, basic scientific research, and ordinary patents, demonstrating a responsible attitude towards market needs [3][4] International Relations - The export controls align with international practices to prevent rare earths from being used in activities that threaten international peace and security [2] - China emphasizes the importance of a stable global supply chain and has implemented various green channels and exemption processes in its rare earth regulations [4] - The country advocates for an open world economy and aims to contribute constructively to establishing a fair and reasonable international rare earth trade order [4]

Core Viewpoint - The Chinese government has expanded export controls on superhard materials, certain rare earth equipment, and lithium battery components, indicating a strategic move to strengthen domestic industry competitiveness and control over critical technologies [2][3]. Group 1: Export Control Scope - The scope of export controls has widened to include dual-use items requiring export licenses, particularly those involving rare earth materials and technologies used in military applications [3]. - Specific items under control include artificial diamond micro-powder, rare earth production equipment, and lithium negative electrode materials [2][3]. Group 2: Focus on Key Areas - Export applications related to military, lethal weapons, and terrorism are generally not permitted, highlighting the government's focus on national security [3]. - The announcement emphasizes controls on technologies related to chip manufacturing and artificial intelligence, particularly for processes involving 14nm logic chips and 256-layer storage chips [3]. Group 3: Technology Control - Export controls now explicitly cover rare earth mining, smelting, and recycling technologies, extending to the assembly, debugging, maintenance, and upgrading of related production lines [4]. - The controls include not just the products but also technical data such as design blueprints and process specifications, indicating a comprehensive approach to safeguarding advanced manufacturing capabilities [4]. Group 4: Industry Impact - The tightening of export controls is expected to significantly impact the rare earth industry, particularly in the deep processing of magnetic materials, ensuring that high-value processes remain within China [4]. - Key companies in this sector include Guangsheng Nonferrous, China Rare Earth, and Northern Rare Earth, with notable players in the magnetic materials field such as Zhenghai Magnetic Materials and Ningbo Yunsheng [4].

国芯网[原:中国半导体论坛] 振兴国产半导体产业！ 不拘中国、 放眼世界 ！ 关注 世界半导体论坛 ↓ ↓ ↓ 公告明确，未经许可不得出口稀土开采、冶炼分离、磁材制造等相关技术及其载体，以及生产线装配调试、维护升级等技术。若出口非管制货物技术但明 知用于境外稀土相关活动，需提前申请两用物项出口许可。 商务部公告2025第61号 公布对境外相关稀土物项实施出口管制的决定 【发布单位】安全与管制局 【发布文号】商务部公告2025年第61号 【发文日期】2025年10月09日 为维护国家安全和利益，根据《中华人民共和国出口管制法》《中华人民共和国两用物项出口管制条例》等法律法规相关规定，经中国国务院批 准，决定采取以下出口管制措施: 10月9日，商务部网站突发公告，公布《对稀土相关技术实施出口管制的决定》及《对境外相关稀土物项实施出口管制的决定》，明确将稀土相关技术及 物项纳入出口管制范畴， 其中针对14nm以下逻辑芯片、256层以上存储芯片等相关稀土物项的管制措施引发业界高度关注。 据悉，稀土是镧系元素及钪、钇共17种金属元素的统称，因具备独特的磁、光、电特性，被称为"工业维生素"，是新能源、半导体、航空航天、高 ...

Core Viewpoint - China has redefined the rules of the global rare earth game by implementing a new regulation that restricts not only the export of rare earth minerals but also the core technologies involved in their processing and application, effectively locking down the entire industry chain [1][20][26] Summary by Sections New Regulation Impact - The new regulation creates an invisible "technical Great Wall," encompassing the entire rare earth industry chain from mining to refining and application, including related services [3][5] - The regulation restricts any foreign entity from obtaining technical support, even for consultations, thereby limiting external access to critical technologies [3][5] Technical Control - The control extends to the installation, debugging, and maintenance of production equipment, creating a closed-loop system where foreign entities cannot utilize equipment without Chinese technical personnel's approval [5][6] - This move protects decades of accumulated specialized knowledge that cannot be easily replicated through reverse engineering [6][7] Strategic Timing - The timing of this announcement coincided with a period of internal chaos in the U.S. government, which was experiencing a shutdown, thereby weakening its ability to exert external pressure [9][11][12] - This strategic timing highlights China's ability to act decisively while the U.S. was distracted by domestic issues [14][20] U.S. Response and Realities - The U.S. had been pursuing a strategy to develop rare earth resources in Pakistan to reduce reliance on China, but China's announcement undermined this effort before it could gain traction [16][18] - The situation reveals a harsh reality for the U.S.: possessing mineral resources does not equate to having the necessary processing and refining technologies, which China currently dominates [18][20] Global Implications - China's actions signal a shift in competitive focus from resource acquisition to technology control, emphasizing the importance of mastering the "brain" of the industry rather than just the "body" of natural resources [20][26] - This development serves as a wake-up call for countries to reassess their reliance on single-source technology solutions, which may pose significant risks in the future [24][26]

【文/观察者网 王一】10月9日，中国商务部发布两项关于加强稀土相关物项出口管制的公告，引发外 媒热议。英国《金融时报》指出，中国的新限制措施类似于美国的"外国直接产品规则"（FDPR）出口 管制体系，这正是美国用来阻止第三国向中国出口半导体相关产品的规则。 美国彭博社评价说，在美中即将再次坐下来面对面谈判之际，中国展示了其贸易影响力。 英国路透社注意到，除了发布两项关于加强稀土相关物项出口管制的公告外，中国当天还另外宣布了几 项公告，不仅将几种新的稀土元素和数十件稀土加工设备列入出口管制清单，还涉及超硬材料、锂电池 和人造石墨负极材料等。英媒认为，这些措施对中国与美国贸易谈判来说很重要，将有助于增强中国的 影响力。 美国《华尔街日报》分析称，在美西方国家努力建立起稀土产业链以减少对华依赖之际，中国的最新举 措进一步扩大了对稀土供应链的控制。 根据中国商务部9日公布的新规，中方将对含有中国成分的部分境外稀土相关物项以及稀土相关技术实 施出口管制。《金融时报》称，这意味着凡是含有中国稀土成分或采用中国稀土开采、冶炼、制磁技术 生产的磁体，外国企业出口时都需获得中国批准。 商务部在公告中表示，部分境外组织和个人被 ...

Core Viewpoint - The strong performance of rare earth stocks is driven by new export control measures implemented by the Chinese government to safeguard national security and interests, particularly against illegal acquisition of rare earth technologies by foreign entities [1] Group 1: Stock Performance - Critical Metals (CRML.US) surged over 19% - United States Antimony (UAMY.US) and Energy Fuels (UUUU.US) increased by more than 9% - American Resources (AREC.US) and MP Materials (MP.US) rose over 4% [1] Group 2: Government Actions - The Ministry of Commerce has organized a special action to combat the smuggling and illegal export of strategic minerals, achieving positive results this year - Authorities have identified foreign organizations and individuals illegally obtaining rare earth technologies from China for military and sensitive applications, posing significant threats to national security [1] Group 3: Export Control Measures - The Chinese government has decided to implement export controls on rare earth-related technologies after careful evaluation - Clear regulations have been established for Chinese organizations and individuals engaged in related activities to better protect national security and fulfill international obligations [1]

稀土、锂电池概念股集体上涨，Critical Metals涨超17%，NioCorp涨超13%，美国雅保涨超8%，MP Materials、智利矿业化工涨超5%，Lithium Americas涨超4%，QuantumScape涨超2%。 消息面上，中国商务部、海关总署联合发布公告，对超硬材料、稀土设备和原辅料、钬等5种中重稀 土、锂电池和人造石墨负极材料相关物项实施出口管制。(格隆汇) ...

Core Viewpoint - The rare earth sector is experiencing a strong upward trend, driven by new export control measures implemented by the Chinese government to safeguard national security and interests [1] Group 1: Market Performance - Critical Metals (CRML.US) surged over 19% - United States Antimony (UAMY.US) and Energy Fuels (UUUU.US) increased by more than 9% - American Resources (AREC.US) and MP Materials (MP.US) rose by over 4% [1] Group 2: Government Actions - The Ministry of Commerce has initiated a special action to combat the smuggling of strategic minerals, yielding positive results this year - Authorities have identified foreign organizations and individuals illegally acquiring rare earth technologies from China for military and sensitive applications, posing significant threats to national security [1] Group 3: Export Control Measures - In response to the identified risks, the Chinese government has decided to implement export controls on rare earth-related technologies - Clear regulations have been established for Chinese organizations and individuals engaged in related activities to better protect national security and fulfill international obligations [1]