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中美欧关键矿产战略与全球博弈
Sou Hu Cai Jing· 2025-06-20 08:17
Group 1 - The security of critical mineral supply chains has become a forefront area of global geopolitical and economic competition, with major economies seeking to reduce strategic dependencies and enhance self-sufficiency in critical supply chains [1][2] - Since 2017, the United States has initiated a process to rebuild critical mineral supply chains, aiming for independence from geopolitical competitors like China, while the EU emphasizes diversification without fully decoupling from China [1][2][34] - The G7 summit in June 2025 highlighted the collaboration among the US and its allies to address China's export controls on critical minerals, particularly rare earths, and initiated a "Critical Minerals Action Plan" [2][30] Group 2 - Critical minerals are defined as non-fuel minerals essential for economic and industrial development, with supply disruptions posing significant risks to economic and national security [3][4] - The list of critical minerals varies by country, with the US identifying 50 minerals in its 2022 final list, while the EU confirmed 34 critical raw materials in its 2024 legislation [4][6] - The global distribution of critical minerals is highly concentrated, with a few countries holding significant reserves and production, leading to increased strategic importance and resource nationalism [7][10] Group 3 - The US has implemented various legislative measures to enhance domestic resource development and strategic reserves, including the Defense Production Act and multiple key mineral-related acts [24][26] - The US has invested over $439 million since 2020 to support the rare earth supply chain, focusing on developing a complete supply chain from mining to processing [27][30] - The US aims to establish a global supply chain network for critical minerals through partnerships and agreements with resource-rich countries, while also increasing tariffs on imports from China [30][31] Group 4 - The EU's strategy emphasizes reducing reliance on single countries and diversifying supply chains, while still maintaining trade relations with China [34][35] - The EU has introduced the Critical Raw Materials Act to enhance local production capabilities and reduce dependency on third countries, aiming for a significant portion of consumption to be met by domestic sources by 2030 [35][36] - The EU is actively limiting Chinese investments in its critical mineral projects through regulatory measures and environmental standards [37] Group 5 - China is responding to the US and EU strategies by consolidating its critical mineral industry, enhancing domestic exploration and investment, and implementing export controls [38][39] - The country has initiated significant investments in mineral exploration and established strategic reserves to secure its supply chains [39][40] - China is also engaging in global resource diplomacy and infrastructure investments to strengthen its position in critical mineral supply chains [41][42]
中非务实合作为全球发展注入稳定性
Jing Ji Ri Bao· 2025-06-10 22:06
第四届中国—非洲经贸博览会即将在中国长沙举办。作为落实中非合作论坛经贸举措的重要平台和中非 在经贸领域最重要的交流活动之一,本届博览会将以"中非共行动、逐梦现代化"为主题,围绕落实中 非"十大伙伴行动"举办各类经贸活动,推动中非经贸合作取得更多务实成果。 发展援助合作卓有成效。中方立项实施援非盟非洲疾控中心总部、布基纳法索博博医院等25个医疗卫生 项目;立项实施援马拉维、布隆迪、科特迪瓦农业技术援助等47个减贫和农业项目;立项实施援加纳渔 港综合设施、毛里塔尼亚努瓦克肖特立交桥等26个贸易促进项目;立项实施援马达加斯加公路等11个工 业化和就业促进项目等。目前,在中非共同实施的卫生健康、减贫惠农、贸易促进、投资驱动、数字创 新、绿色发展、能力建设、人文交流、和平安全方面的"九项工程"中,对非援助和发展合作项目已全部 落实。 近年来,在共筑新时代全天候中非命运共同体的战略引领下,中非共同努力,经贸合作成果丰硕,呈现 蓬勃发展势头。 合作领域日趋丰富。中国对非洲经贸合作横跨商品贸易、服务贸易等经贸领域全方位,广泛涉及制造 业、家电、基础设施、建筑、矿产资源、交通运输及物流、农业及农产品、文化及旅游产业等。除此之 ...
中国澳大利亚商会:中澳经贸合作持续深化
Guo Ji Jin Rong Bao· 2025-06-06 09:33
Group 1 - The report by the China-Australia Chamber of Commerce highlights the strong attractiveness of the Chinese market for Australian companies, particularly in resource industries, agricultural enterprises, and green supply chains [1] - Nearly 70% of foreign companies surveyed consider China as one of the top three global investment destinations for the next three years, with over 75% of foreign companies in China achieving profitability in 2024, a significant increase from 58% in 2023 [2] - The report indicates a strategic adjustment in China-Australia economic cooperation, moving towards a more mature phase with emerging sectors like clean energy technology and biomedicine becoming new growth engines [2] Group 2 - Investment in clean energy, renewable energy, and electric vehicle battery manufacturing from China is aligned with Australia's Future Made in Australia initiative, which aims to enhance key industry sovereignty [3] - Systemic risks affecting future operations and investments include increasing geopolitical uncertainty, rising trade protectionism, and the fragmentation of global supply chains [3] - Companies are not withdrawing from China but are actively adjusting strategies and deepening local partnerships to prepare for a more competitive and complex environment [3]
一图读懂矿产资源专项收入
蓝色柳林财税室· 2025-06-01 04:50
Core Viewpoint - The article discusses the regulations and calculations related to mining rights and the revenue generated from the sale of mineral products, emphasizing the importance of accurate reporting and compliance with local tax laws [4][6]. Summary by Sections Mining Rights and Revenue - The article outlines the types of mining rights, including exploration rights and mining rights, and the annual revenue generated from these rights [4]. - It specifies that the revenue from mining rights is derived from the sale of mineral products, excluding value-added tax [4]. Calculation of Sales Revenue - The sales revenue from mineral products is defined as the total income received by the mining rights holder from the sale of mineral products to buyers [4]. - The article details the calculation methods for sales revenue, including actual sales and deemed sales, and the importance of using market prices for reporting [4]. Pricing and Reporting - The pricing of mineral products is based on fair market transaction prices, and if there is no actual sales price, the mining rights holder should refer to local or neighboring regions' prices for similar products [4]. - For specific minerals like geothermal and mineral water, the sales revenue is determined based on actual extraction amounts and approved prices [4]. Conversion Factors - The article mentions that if the sold mineral products do not align with the tax assessment objects, the mining rights holder must convert the actual sales revenue into the corresponding sales revenue for the specified assessment objects using conversion factors [4].
商务部新闻发言人就开展打击战略矿产走私出口专项行动应询答记者问
news flash· 2025-05-12 07:38
商务部新闻发言人就开展打击战略矿产走私出口专项行动应询答记者问 智通财经5月12日电,商务部新闻发言人就开展打击战略矿产走私出口专项行动应询答记者问。问:我 们注意到,近日国家出口管制工作协调机制办公室部署开展了打击战略矿产走私出口专项行动,请问专 项行动是出于什么考虑?还将开展哪些工作? 现场会进一步明确了商务部、公安部、国家安全部、海关总署、国家邮政局等部门在此次专项行动中的 任务分工,要求各相关部门加强执法协作、严厉打击战略矿产走私出口、形成"齐抓共管"的高压态势, 采取切实有效措施、坚决防止战略矿产非法外流。 各相关部门立即开展行动,针对近期在战略矿产领域出现的伪报瞒报、夹藏走私、"第三国"转口等企图 规避出口管制的违法违规行为,迅速开展跨部门调查和案情会商,加大口岸查验和打击查处力度,深挖 幕后非法实体和走私网络,从严从快查办违法案件,持续提升出口管制执法效力,切实维护国家安全和 发展利益。 答:加强战略矿产资源出口管制事关国家安全和发展利益。我们对部分战略矿产实施出口管制以来,发 现一些境外实体与境内不法人员相互勾结,企图通过走私等方式规避出口管制措施。为遏制走私等势 头,国家出口管制工作协调机制 ...