环球网消息，10月16日下午，商务部举行例行新闻发布会。有媒体提问称，商务部在稀土出口管制方面 强调，中国的出口管制不是禁止出口，只要是用于民用用途的合规的出口申请都可以获得批准，相关企 业无需担心。请问商务部是否考虑安排绿色通道进行审批？ 对此，商务部新闻发言人何咏前表示，稀土等相关物项具有明显的军民两用属性，中方依法对相关物项 实施出口管制，是完善自身出口管制体系，维护国家安全和利益，履行防扩散等国际义务的正当做法。 此次出台的稀土出口管制措施，是中国政府依法依规完善自身出口管制体系的正常行为，并非针对特定 国家和地区，只要是用于民用用途的合规的出口申请都可以获得批准。 何咏前进一表示，"关于你提到的绿色通道问题，我想说明的是，中方在措施实施的过程中不断优化许 可流程，缩短审核时间，积极考虑适用通用许可、许可豁免等便利化措施，有效促进合规贸易。" 原标题：商务部回应稀土出口管制措施：完善自身出口管制体系的正当做法 实施中不断优化许可流程 编辑：周芝逸 责编：秦雨 审核：廖异 ...

Core Viewpoint - The U.S. stock market for rare earth concept stocks has regained momentum, with Critical Metals seeing a pre-market increase of over 13% [1] Company Summary - Critical Metals has experienced a significant pre-market rise, indicating positive investor sentiment and potential growth in the rare earth sector [1]

【市场回顾】 10月16日，A股主要股指走势分化，银行、保险板块表现强势，带动沪指盘中逼近前期高点。截至收 盘，上证指数报3916.23点，涨0.10%；深证成指下跌0.25%，创业板指上涨0.38%。 10月16日，亚太市场主要股指收盘普遍收涨。日经225指数收涨1.27%，报48277.74点。韩国综合指数收 涨2.49%，报3748.37点，刷新历史新高。 10月16日，澳大利亚标普200指数收涨0.86%，报9068.40点。 10月16日，国债期货收盘涨跌不一，30年期主力合约涨0.42%，10年期主力合约涨0.06%，5年期主力合 约跌0.01%，2年期主力合约跌0.01%。 10月16日，中证转债指数收跌0.72%，报478.72点。泰瑞转债5.19%，冠中转债涨3.23%，丰山转债涨 3.19%；精达转债的9.99%，松霖转债跌8.03%，振华转债跌7.70%。 10月16日日间盘，国内商品期货主力合约多数收涨，其中焦煤、焦炭主力合约尾盘快速拉升。截至 15:00收盘，焦煤、多晶硅、液化石油气等涨超3%，碳酸锂、红枣、焦炭等涨超2%，沪金、甲醇、玻璃 等涨超1%，烧碱、苯乙烯、线材等微涨。跌幅 ...

据北京日报客户端报道，10月16日，外交部发言人林剑主持例行记者会。 法新社记者提问，昨日，美国财政部长贝森特声称中国对稀土的出口管制是"中国对抗世界"。他呼吁美 国盟友采取行动，共同努力尽快降低对中国的依赖，并实现供应链的多元化，摆脱对中国的依赖。请问 外交部对此有何评论？ 林剑表示，中方的主管部门和我们已经多次阐述了关于稀土出口管制政策的有关立场。中方出台的出口 管制措施符合国际的通行做法，目的是更好地维护世界和平与地区稳定。 贝森特进一步放话，美国将与全球"民主国家"合作，因为中国对世界其他地区供应链和生产流程"鞭长 莫及"。 日前，中国海关总署网站发布数据，2025年9月我国出口稀土4000.3吨，数量较8月下降30.9%，为连续 第三个月下降，同时创下今年2月以来新低。 本文系观察者网独家稿件，未经授权，不得转载。 彭博社15日引述多位西方官员的话说，七国集团（G7）财政部长们将考虑采取联合应对措施，以应对 中国稀土出口管制政策。 ...

Core Viewpoint - The Chinese government has implemented export control measures on rare earths, which are in line with international practices and aim to maintain world peace and regional stability while fulfilling international obligations related to non-proliferation [1] Group 1 - The Chinese Ministry of Foreign Affairs has reiterated its stance on the rare earth export control policy multiple times [1] - The purpose of the export control measures is to better safeguard global peace and regional stability [1] - The measures are also intended to fulfill international obligations regarding non-proliferation [1]

Core Viewpoint - The article discusses the potential extension of the suspension of tariffs on Chinese goods by the U.S. in exchange for China delaying its rare earth export control plans, as indicated by U.S. Treasury Secretary Mnuchin [1] Group 1: U.S.-China Trade Relations - U.S. Treasury Secretary Mnuchin hinted at the possibility of extending the suspension of tariffs on Chinese products [1] - The U.S. is considering this move as a bargaining chip to persuade China to postpone its rare earth export control plans [1] - President Trump is reportedly preparing to meet with Chinese leaders in the near future [1] Group 2: China's Position - The Chinese government has reiterated its stance on rare earth export controls and U.S.-China economic issues [1]

Core Viewpoint - The Chinese government defends its rare earth export control measures in response to criticism from the U.S. Treasury Secretary, emphasizing that these measures align with international practices and aim to maintain global peace and regional stability [1] Group 1: China's Position on Rare Earth Export Controls - The Chinese Ministry of Foreign Affairs has reiterated its stance on rare earth export control policies, stating that they have been explained multiple times by relevant authorities [1] - The purpose of China's export control measures is to better uphold international obligations related to non-proliferation and to contribute to global peace and regional stability [1]

Core Viewpoint - The recent announcement by the Ministry of Commerce on October 9 regarding comprehensive export controls on rare earth-related technologies and overseas items significantly expands the scope of control, enhancing China's pricing power in the rare earth sector and potentially catalyzing market performance [1] Group 1: Policy Impact - The new export control policy is systematic and comprehensive, strengthening China's pricing power in the rare earth market by extending controls to overseas transshipment and technology transfer [1] - The policy creates challenges for overseas companies in obtaining smelting and separation technologies, thereby consolidating China's competitive advantage across the entire industry chain [1] Group 2: Price Trends - Recent prices for praseodymium and neodymium oxide have remained stable within the range of 550,000 to 570,000, with some feedback indicating a reduction in orders from magnetic material manufacturers after November [2] - Despite the recent price fluctuations, the tightening of heavy rare earth smelting and separation capacity and ongoing policy catalysts are expected to provide strong support for prices [2] Group 3: Future Outlook - The price center for rare earths is expected to continue rising, with supply controls extending globally, reinforcing supply rigidity and potentially slowing the release of overseas supply [3] - Demand from sectors such as electric vehicles, wind power, and air conditioning remains robust, and the reinforcement of export controls may lead to increased restocking intentions from overseas terminals, further elevating the price center [3] Group 4: Recommended Stocks - Recommended stocks include Jinli Permanent Magnet (300748.SZ, 06680), China Rare Earth (000831.SZ), Guangsheng Nonferrous (600259.SH), and Northern Rare Earth (600111.SH), with additional mentions of Ningbo Yunsheng (600366.SH) and Zhenghai Magnetic Materials (300224.SH) [4]

Group 1: Company Performance - Qin Chuan IoT reported a revenue of 219 million yuan for the first three quarters of 2025, a year-on-year decrease of 16.24%, and a net profit attributable to shareholders of -69.9 million yuan, down 66.72% [1] - Shenghe Resources expects a net profit attributable to shareholders for the first three quarters of 2025 to be between 740 million and 820 million yuan, representing an increase of 696.82% to 782.96% year-on-year [2] - Yahua Group anticipates a net profit attributable to shareholders of 320 million to 360 million yuan for the first three quarters of 2025, a year-on-year increase of 106.97% to 132.84% [4] - Xichang Electric Power expects a net profit of approximately 12.4 million yuan for the first three quarters, a growth of about 150.51% compared to the previous year [5] - Saintno Bio forecasts a net profit attributable to shareholders of 114 million to 140 million yuan for the first three quarters, an increase of 100.53% to 145.10% year-on-year [6] Group 2: Business Operations and Market Conditions - Qin Chuan IoT's decline in net profit is attributed to lower sales volume and price of domestic gas meters, leading to increased fixed costs and reduced gross margin [1] - Shenghe Resources' significant profit increase is driven by improved market demand and product prices for rare earth products, alongside optimized production and marketing strategies [2] - Yahua Group's profit growth is supported by stable orders from key customers and increased sales of lithium salt products due to favorable market feedback [4] - Xichang Electric Power's performance improvement is linked to enhanced service quality, increased sales volume, and effective cost management [5] - Saintno Bio's growth is attributed to stable development in its main business and increased demand for peptide raw materials, bolstering its market competitiveness [6] Group 3: Strategic Developments - Shenghe Resources completed the acquisition of 100% equity in Australian company Peak, enhancing its global business layout with the acquisition of the Ngualla rare earth mine project [3]

Core Viewpoint - China's new export control regulations on rare earths have sparked significant attention and reactions from Western countries, particularly the EU and G7, indicating a potential collective pressure against China [1][2] Group 1: International Reactions - The EU and G7 countries are planning coordinated actions, with 31 nations set to hold a video conference to discuss strategies in response to China's regulations [1] - EU Trade Commissioner Šefčovič has stated that similar strong measures to those of the US are not ruled out, while Poland's minister has warned of serious consequences if the controls are not lifted [1] - Despite the collective stance, high-level officials from France, Sweden, and Canada have arranged visits to China, suggesting a shift in their positions away from the US [2][9] Group 2: Economic Implications - The EU's emphasis on reducing dependence on Chinese rare earths appears contradictory, as European industries, particularly in electric vehicles and renewable energy, heavily rely on these resources [4] - The US response has been inconsistent, with former President Trump initially proposing a 100% tariff, only to retract it shortly after, highlighting the challenges the US faces in reducing reliance on Chinese rare earths [6][8] Group 3: China's Position - China's new regulations are a response to previous US tariffs and restrictions, aimed at preventing the use of its rare earths for military purposes while allowing compliance for civilian use [8][14] - The regulations are framed as establishing "safety rules" rather than a blockade, emphasizing the need for adherence to international norms regarding resource management [14][17] Group 4: Strategic Shifts - France's approach reflects a desire for "strategic autonomy," seeking to enhance cooperation with China in sectors like nuclear energy and electric vehicles, thereby strengthening its economic position within the EU [9][15] - Sweden aims to leverage its historical ties with China to secure market opportunities, indicating a preference for collaboration over confrontation [11][15] - Canada is looking to redefine its relationship with China, focusing on reopening agricultural and resource exports, suggesting a pragmatic approach to international trade [12][15] Group 5: Long-term Considerations - The current global supply chain dynamics indicate that merely choosing sides is not a rational strategy; collaboration with China is essential for securing national interests [15][17] - China's comprehensive control over the rare earth supply chain, from mining to processing, presents significant barriers for Western countries attempting to replace it, which may take at least a decade to achieve [18]