Core Viewpoint - The new regulations on rare earths in China are expected to significantly impact the global supply chain, leading to price surges and strategic adjustments by international companies [2][3][4]. Group 1: Policy Changes - The "Total Control Management Measures for Rare Earth Products" limits China's rare earth mining quota to 240,000 tons for 2025, a mere 3% increase from 2024, which is below the global demand growth of 6% [3]. - The new policy also tightens the quotas for rare earth smelting and separation, with southern ion-type rare earth smelting capacity utilization capped at below 70% [3]. - Specific quotas for strategic elements like praseodymium, neodymium, dysprosium, and terbium have been introduced, with neodymium supply expected to remain unchanged year-on-year [3]. Group 2: Global Impact - The new regulations have triggered immediate reactions from global companies, with Toyota adjusting its electric vehicle production plans and Siemens initiating strategic reserves due to increased costs for neodymium-iron-boron permanent magnet materials [4]. - The U.S. Raytheon Company has warned that its rare earth inventory for the Patriot missile guidance system will only last for nine months under current conditions [4]. - Despite efforts from companies like Lynas in Australia and MP Materials in the U.S. to ramp up production, it is projected that overseas rare earth capacity will only meet 28% of global demand by 2025 [4]. Group 3: Technological and Economic Implications - The value of rare earths increases significantly through processing, with raw ore valued at approximately 30,000 yuan per ton, while processed permanent materials can reach up to 800,000 yuan, and precision motors can be valued at 12 million yuan [6]. - The U.S. Department of Defense recognizes the strategic importance of rare earths, linking them to the production capabilities of advanced military systems like the F-35 fighter jet [6]. - China is enhancing its rare earth processing technologies, with innovations in green extraction and recycling systems that improve resource utilization rates [6]. Group 4: Future Trends - The rare earth market is expected to evolve into a "three-legged" competition, with China maintaining dominance in heavy rare earth supply, while Western nations accelerate support for projects in Australia, Canada, and India [7]. - Long-term competition will focus on technological alternatives and resource recycling, with projections indicating that by 2030, 30% of global rare earth demand could be met through recycling [7]. - The new policies serve as both a defensive measure and a strategic offensive tool for China, emphasizing the importance of controlling key resources in the context of global industrial competition [7].

人民财讯8月23日电，招商策略称，《稀土开采和稀土冶炼分离总量调控管理暂行办法》印发，相较于 征求意见稿，正式稿删去了"大型稀土集团企业"，这意味着，除大型稀土集团外，其他的稀土企业也可 以获得稀土指标。建议重点关注整个稀土板块（尤其是小型稀土企业）。 责任编辑：石秀珍 SF183 转自：证券时报 ...

Core Points - The Ministry of Industry and Information Technology, the National Development and Reform Commission, and the Ministry of Natural Resources jointly released the "Interim Measures for Total Control Management of Rare Earth Mining and Rare Earth Smelting Separation" [1] - The measures implement total control management over rare earth mining and smelting separation, considering factors such as national economic development goals, rare earth resource reserves, industry development, ecological protection, and market demand [1] - The measures require rare earth production enterprises to establish a tracking system for the flow of rare earth products and report this information monthly [2] Industry Implications - The total control policy is expected to initiate a supply-side reform in the rare earth industry, potentially leading to a series of policies and industry consolidation [3] - The strategic value of rare earths is anticipated to increase further in the context of global policy fluctuations, with the industry fundamentals currently at a recovery stage [3] - Rare earth production enterprises that violate regulations will face administrative penalties, which will reduce their total control indicators for the following year [3]

工业和信息化部8月22日消息，工信部、国家发展改革委、自然资源部日前联合公布《稀土开采和稀土 冶炼分离总量调控管理暂行办法》。办法自公布之日起施行。 稀土是重要的战略性矿产资源。工业和信息化部产业政策与法规司负责人介绍，为有效保护和合理开发 利用稀土资源，2024年6月，国务院公布《稀土管理条例》，其中规定国家对稀土开采和稀土冶炼分离 实行总量调控，具体办法由工业和信息化部会同自然资源部、国家发展改革委等部门制定。 办法明确，国家对稀土开采和稀土矿产品的冶炼分离实行总量调控管理；稀土生产企业应当在获得的总 量控制指标范围内从事稀土开采和稀土冶炼分离。 总量控制指标下达程序方面，办法规定工业和信息化部会同自然资源部、国家发展改革委研究拟定年度 总量控制指标，报国务院批准。工业和信息化部会同自然资源部将总量控制指标下达稀土生产企业，并 通报有关省级人民政府工业和信息化、自然资源主管部门等。 总量控制指标执行方面，办法要求稀土生产企业对本企业的总量控制指标执行情况负责。稀土生产企业 应当及时向住所地的县级人民政府工业和信息化、自然资源主管部门报送总量控制指标执行情况。稀土 生产企业应当如实记录稀土产品流向信息，并录 ...

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Core Viewpoint - The Ministry of Industry and Information Technology, the National Development and Reform Commission, and the Ministry of Natural Resources jointly released the "Interim Measures for Total Control Management of Rare Earth Mining and Rare Earth Smelting Separation," aiming to implement total control management over rare earth mining and smelting separation to ensure national economic and defense security while enhancing competitive advantage in the international arena [1][3]. Group 1 - The "Interim Measures" establish that the state will control the total amount of rare earth mining and smelting separation based on various factors, including economic development goals, resource reserves, industry development, ecological protection, and market demand [1]. - The Ministry of Industry and Information Technology, in collaboration with the Ministry of Natural Resources and the National Development and Reform Commission, will set annual control indicators for rare earth mining and smelting separation [1]. - Only designated rare earth production enterprises, determined by the Ministry of Industry and Information Technology and the Ministry of Natural Resources, are allowed to engage in rare earth mining and smelting separation [1]. Group 2 - Rare earth production enterprises are required to establish a tracking system for the flow of rare earth products and must report this information monthly to the relevant authorities [2]. - Local governments are tasked with supervising the execution of total control indicators and are authorized to investigate and penalize violations [2]. - Violations by rare earth production enterprises will result in a reduction of the total control indicators for the following year, indicating a potential shift towards supply-side reforms in the rare earth industry [3].

机构评级来看，近5日共有2家机构给予该股评级，预计目标价最高的是华泰证券，8月19日华泰证券发 布的研报预计公司目标价为49.06元。（数据宝） 8月22日北方稀土大宗交易一览 | 成交量 | 成交金额 | 成交价格 | 相对当日收盘折 | 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | | （万股） | （万元） | （元） | 溢价（%） | | | | 6.30 | 302.09 | 47.95 | 0.00 | 中信证券股份有限公司苏州 | 中信证券股份有限公 | | | | | | 滨河路证券营业部 | 司苏州分公司 | 注：本文系新闻报道，不构成投资建议，股市有风险，投资需谨慎。 北方稀土8月22日大宗交易平台出现一笔成交，成交量6.30万股，成交金额302.09万元，大宗交易成交价 为47.95元。该笔交易的买方营业部为中信证券股份有限公司苏州滨河路证券营业部，卖方营业部为中 信证券股份有限公司苏州分公司。 进一步统计，近3个月内该股累计发生3笔大宗交易，合计成交金额为867.63万元。 证券时报·数据宝统计显示，北方稀土今日收盘价为4 ...

除依据前款确定的企业外，其他组织、个人不得从事稀土开采和稀土冶炼分离。 稀土生产企业对本企业总量控制指标执行情况负责。 8月22日，工业和信息化部、国家发展改革委、自然资源部发布《稀土开采和稀土冶炼分离总 量调控管理暂行办法》。暂行办法指出—— 国家对稀土开采（含稀土矿产品等）和对通过开采、进口以及加工其他矿物所得的各类稀土矿 产品（含独居石精矿）的冶炼分离实行总量调控管理。 稀土生产企业应当建立稀土产品流向记录制度，如实记录稀土产品流向信息 ，并于每月10日 前将上月度稀土产品流向信息录入工业和信息化部会同有关部门建立的稀土产品追溯信息系 统。 稀土生产企业应当严格遵守法律、行政法规和国家有关规定，在总量控制指标范围内从事稀土 开采和稀土冶炼分离。 全文详见： 稀土生产企业由工业和信息化部会同自然资源部确定。 《稀土开采和稀土冶炼分离总量调控管理暂行办法》发布 来源丨 央视新闻 编辑丨金珊 实习生林芷仪 5000亿"准财政"工具要来了 A股火爆，开户升温 SFC 21君荐读 ...

人民财讯8月22日电，据中国稀土（000831）集团消息，为推动稀土新材料与低空经济、机器人产业深 度融合，8月22日，由深圳市委科技创新办联合中国稀土集团深圳创新总部基地主办的"稀材赋能智启未 来"稀土产业链企业座谈会在深圳创新总部基地成功举行。会上，李卫等院士专家，围绕磁材开发、磁 环应用与电机技术进行前沿技术交流。各企业代表围绕稀土材料在提升产品性能、突破技术瓶颈、拓展 应用场景等方面的迫切需求和合作方向先后进行了深入交流。 ...

8月22日，工业和信息化部、国家发展改革委、自然资源部发布《稀土开采和稀土冶炼分离总量调控管理暂行办法》。暂行办法指出： 以下为《办法》原文： 第一条 为了加强稀土开采和稀土冶炼分离总量调控管理，根据《中华人民共和国矿产资源法》《稀土管理条例》等法律、行政法规和国家有 关规定，制定本办法。 第三条 国家对稀土开采（含稀土矿产品等）和对通过开采、进口以及加工其他矿物所得的各类稀土矿产品（含独居石精矿）的冶炼分离实行 总量调控管理。 第四条 工业和信息化部会同自然资源部、国家发展改革委负责全国稀土开采和稀土冶炼分离总量调控管理。 县级以上地方人民政府工业和信息化、自然资源主管部门按照职责分工负责本行政区域内稀土开采和稀土冶炼分离总量调控管理。 第五条 工业和信息化部会同自然资源部、国家发展改革委根据国民经济发展目标、国家稀土资源储量和种类差异、稀土产业发展、生态保 护、市场需求等因素，研究拟定年度稀土开采和稀土冶炼分离总量控制指标（以下简称总量控制指标），报国务院批准。 第六条 工业和信息化部会同自然资源部根据国务院批准的总量控制指标，综合考虑稀土生产企业生产能力、技术水平、环保安全水平等因 素，细化分解总量控制 ...