当地时间1月18日，日本多家媒体爆料称，中国已进一步加强对日本稀土及其他稀有金属的出口审查。据多位贸易消息人士透露，现如今，中方要求日本企 业提供比以往更加详尽的材料，包括采购企业的资质、最终产品的用途、运输路线、销售对象以及是否存在转口第三国等关键信息。这一举措被日本媒体解 读为对日本首相高市早苗要求中方撤销管制言论的直接回应，也意味着中国在关键矿产领域的监管政策正在逐步加严。 从这一事件的结果来看，高市刚刚要求撤销制裁，随即中方便用更加严格的审查规则作出回应，这一招反而在博弈中占了上风。中方没有情绪化地对抗，而 是通过规则和监管来表明立场，明确指出：安全底线不能触碰，关键资源不能成为军事冒险的工具。接下来，是否继续强硬，还是回归理性沟通，将取决于 日本的态度。此番博弈再次表明，谁在关键矿产和供应链问题上更加稳定、更加理性，谁就能占据更多的主动权。 回溯到1月11日，高市早苗在电视节目中公开表态，强烈反对中方加强对日本军民两用物项出口管制的举措，称这一行为无法容忍，并批评这一措施与国际 惯例不符，要求中国撤销相关决定。她还扬言要联合G7国家应对这一问题，推动供应链去风险化，减少对特定国家的依赖，并加快访问美 ...

Core Viewpoint - Multiple companies have reported significant profit growth forecasts for 2025, indicating strong performance in sectors such as AI, data communication, and rare earth materials [1][3][5][6][7]. Group 1: Company Performance Forecasts - Changxin Bochuang expects a net profit of 320 million to 370 million yuan for 2025, representing a year-on-year increase of 344.01% to 413.39% [6]. - Shenghong Technology forecasts a net profit of 4.16 billion to 4.56 billion yuan for 2025, with a year-on-year growth of 260.35% to 295.00% [5]. - Northern Rare Earth anticipates a net profit of 2.176 billion to 2.356 billion yuan for 2025, reflecting a year-on-year increase of 116.67% to 134.60% [7]. Group 2: Factors Driving Growth - Changxin Bochuang attributes its profit growth to the rising demand for data communication products driven by cloud computing, AI, and big data technologies [6]. - Shenghong Technology's growth is linked to its strategic focus on AI and data center upgrades, enhancing its position in the global PCB manufacturing sector [5]. - Northern Rare Earth's profit increase is supported by a significant rise in rare earth prices, with notable price increases in various rare earth materials [8]. Group 3: Market Trends - The rare earth market has seen a recovery, with prices for light and heavy rare earths increasing significantly in 2025 [8]. - The average price of neodymium oxide rose by 27.4% year-on-year, while terbium oxide increased by 17.2% [8]. - The price adjustments for rare earth concentrates have been implemented, indicating a continued upward trend in the market [8].

中美贸易战虽然暂时进入了休战状态，但对于特朗普来说，想要维持美国的霸权主义和强权政治，重启战争也许只是迟早的事情。在这样的背景下，特朗普 在距离访华仅剩三个月的时候再次出手，决心通过一举解决美国对中国稀土的依赖问题。他的计划能否得以实现，似乎成了一个值得深思的问题。 白宫智囊团队精心编写的这份公告，从数据层面看，是相当务实的，毫不遮掩地指出，美国在12种关键矿物上完全依赖进口，另外还有29种矿物的进口依赖 度高达50%以上。然而，从这些数字跳跃到美国必须掌控关键矿产供应链的结论，这显然过于理想化。诚然，美国是一个幅员辽阔的大国，但这并不意味着 它的土地上就有丰富的所有关键矿物资源。美国的自然禀赋决定了它在某些关键矿产上的弱势，这一点谁也无法改变。 特朗普显然没有考虑到这一点，他坚持要填补自己眼中的关键漏洞，做出与现实脱节的决策。而且，他将压力推向全球供应商，要求他们屈从于美国的威 胁，帮助美国重建矿产供应链，这一点更是让人难以理解。事实上，早在去年中美贸易战的高峰期，专家就曾明确指出，要建立一个不依赖中国的稳定关键 矿产供应链，美国至少需要十年的时间。即便特朗普政府及其继任者能够坚定不移地执行这一政策，光是让 ...

格隆汇1月16日丨北方稀土(600111.SH)公布，公司财务部门初步测算，预计2025年度实现归属于母公司 所有者的净利润217,600万元到235,600万元，同比增加116.67%到134.60%。预计2025年度实现归属于母 公司所有者的扣除非经常性损益的净利润196,000万元到214,000万元，同比增加117.46%到137.43%。 ...

市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何 意见、观点或结论是否符合其特定状况。据此投资，责任自负。 北方稀土公告，预计2025年度实现归属于母公司所有者的净利润21.76亿元到23.56亿元，与上年同期相 比，将增加11.72亿元到13.52亿元，同比增加116.67%到134.60%。预计2025年度实现归属于母公司所有 者的扣除非经常性损益的净利润19.6亿元到21.4亿元，与上年同期相比，将增加10.59亿元到12.39亿元， 同比增加117.46%到137.43%。 风险提示及免责条款 ...

证券日报网讯1月15日，北方稀土（600111）在互动平台回答投资者提问时表示，截至2026年1月10日公 司的股东总数为667157户。 ...

1月12日，七国集团（G7）财长于华盛顿召开会议，就关键矿产的稳定供应问题展开商讨，然而达成的共识仍是老生常谈：降低对中国的依赖，强化稀土供 应链。 所以，我们要采取分而治之的策略，谁维护我们，我们就卖给谁，谁有稀土矿就优先供应谁。我们绝不能让对手拿捏我们，更不给对手坐大的机会！ 也更 不能养虎为患！ 各位读者，你们怎么看？欢迎评论区留言讨论。 尽管宣称"此举并非针对任何一方"、七国集团的稀土联盟"不具备排他性"，但这样的解释着实荒谬至极。 既然G7存心针对我们，那我们就区别对待，谁配合就给谁供应，不配合的就彻底禁止其进口，反正他们不让我们好过，我们也绝不容他们恩将仇报。 如今还谈什么国际法，在国际舞台上，谁实力强谁就有理，谁说话就算数。 ...

日本电视台记者提问，七国集团（G7）财长昨天达成一致，决定加快减少从中国的稀土进口，降低对中国的依赖。中方对此有何评论？ 毛宁表示，中方维护全球关键矿产产业链稳定和安全的立场没有变化，同时我们也认为各方都有责任这样做。 据北京日报，外交部发言人毛宁1月13日主持例行记者会。 ...

Core Viewpoint - China's rare earth companies have officially notified some Japanese firms to cease signing new export contracts and are evaluating whether to terminate existing contracts, indicating a shift from verbal protests to substantive actions in response to Japan's policies [1][8] Group 1: Impact on Japan's Economy - Japan's high-end manufacturing sector is heavily reliant on Chinese rare earths, with approximately 60% of its supply coming from China, which is critical for industries like automotive and electronics [3] - If the export restrictions on rare earths persist for three months, Japan could face economic losses amounting to several hundred billion yen, disrupting its manufacturing credibility and cycles [3][12] Group 2: Political Context - Japanese Prime Minister Kishi's political maneuvers, including plans for early elections, are seen as leveraging tough diplomatic stances against China to gain domestic support, despite the risks to the economy [5][7] - The current political strategy in Japan is viewed as a high-risk gamble that may exacerbate economic vulnerabilities while attempting to strengthen political power [7][14] Group 3: Strategic Implications - China's actions are not merely trade-related but are also aimed at managing risks associated with Japan's military ambitions and technology collaborations with the U.S., particularly concerning Taiwan [8][10] - The U.S. is perceived as using Japan as a strategic tool, which could lead to severe consequences for Japan if it relies on ambiguous U.S. commitments for security [10][12] - The ongoing situation illustrates a clear delineation of strategic boundaries, with Taiwan being a critical red line for China, and Japan's manufacturing and military sectors are at risk due to their dependence on Chinese resources [14]

Group 1 - The company Baotou Steel Rare Earth (600010.SH) announced an adjustment to the pricing mechanism for rare earth concentrate based on the resolution passed at the 2022 annual shareholders' meeting [1] - The adjusted price for the first quarter of 2026 is set at 26,834 yuan per ton (excluding tax, dry weight, REO=50%) [1] - For every 1% increase or decrease in REO, the price will adjust by 536.68 yuan per ton [1]