今日关注 申购提示：今日3只新股申购。 商务部：已批准部分稀土出口通用许可申请。 吴清：持续深化资本市场投融资综合改革，稳步扩大制度型高水平对外开放，持续提高资本市场制度包容 性吸引力，更好服务经济高质量发展和中国式现代化大局。 重要的消息有哪些 1．申购提示：新股方面，强一股份申购代码787809，发行价85.09元/股，申购上限0.75万股。誉帆科技申购代 码001396，发行价22.29元/股，申购上限0.85万股。双欣环保申购代码001369，发行价6.85元/股，申购上限6万 股。投资有风险，申购需谨慎。 2．在18日下午召开的商务部例行新闻发布会上，新闻发言人何亚东针对稀土相关物项出口管制的最新进展进 行回应。商务部新闻发言人何亚东表示，对稀土相关物项实施出口管制以来，中方主管部门向中国出口商进行 了政策宣介，随着相关出口和合规经验的积累，部分中国出口商已初步达到申请通用许可的基本要求。据我所 知，目前已收到并批准了部分中国出口商提交的通用许可申请。 3．2025年12月18日，中国证监会主席、中国资本市场学会会长吴清出席中国资本市场学会学术委员会成立会 议暨第一届第一次全体委员会议，并主持召开资 ...

Core Insights - China controls over 90% of global rare earth processing capacity, showcasing its dominance in the sector [1] - The U.S. aims to reduce dependence on China for rare earths but faces regulatory hurdles that slow progress [2] - Despite efforts to build a domestic supply chain, the U.S. remains reliant on China for processing rare earths, which are critical for various high-tech applications [3][4] Group 1: China's Dominance - China has established a significant advantage in the rare earth sector over decades, using export controls to assert its influence [2] - The country has transitioned from exporting raw materials to producing high-performance magnets and other functional materials, becoming the largest producer and supplier globally [4] Group 2: U.S. Challenges - The U.S. struggles with lengthy regulatory processes, such as environmental assessments that can take over two years, deterring investment [2] - Even with abundant mineral resources, the U.S. has seen an increase in import dependence due to slow domestic development [3] - The U.S. has made limited progress in reducing reliance on China, with significant time required to build a complete rare earth supply chain [3]

商务部18日的一则例行通报，让全球稀土产业链绷紧了神经。新闻发言人何亚东证实，中国已批准部分企业提交的稀土相关物项出口通用许可申请。这标志 着自实施出口管制以来，政策执行正式进入实质性阶段。 作为全球稀土供应链的"心脏"，中国任何风吹草动都牵动国际市场。数据显示，中国稀土储量占全球三分之一，却供应着全球90%以上的稀土产品。此次通 用许可的破冰，意味着经过数月的政策磨合，首批达标企业已突破合规门槛。 政策落地绝非一蹴而就。何亚东透露，主管部门持续开展政策宣介，帮助企业建立完整的合规体系。值得注意的是，"出口和合规经验的积累"被明确为审批 通过的关键要素。这暗示着新规设有严格的"实习期"，企业必须通过实际贸易积累信用，才能获得这张珍贵的通行证。 值得玩味的是，商务部特别强调"部分企业"的限定范围。这暗示着监管层对首批获准企业资质的审慎态度，未来或将形成动态调整的"白名单"机制。有业内 人士分析，随着更多企业完成合规改造，下半年可能迎来许可审批的小高峰。 稀土被称为"工业维生素"，其出口管理政策牵一发而动全身。中国正通过这套刚柔并济的组合拳，向世界展示负责任资源大国的担当：既不会放任战略资源 无序流出，也不会人为 ...

Core Viewpoint - The approval of certain rare earth export licenses by China's Ministry of Commerce signals a shift towards a more mature and rule-based management of strategic resources, reflecting China's balancing act between national interests and global supply chain stability [1][3][12] Group 1: Transition from Control to Approval - The approval process indicates that China's export control is not a blanket ban but a structured compliance management system that exporters must learn to navigate [3][4] - Key terms such as "compliance experience accumulation" and "basic requirements" highlight the expectation for exporters to meet specific standards to ensure supply chain security [3][4] - This approval provides certainty to international markets, alleviating fears of supply disruptions while establishing a framework for future trade [3][4] Group 2: Importance of Rare Earth Elements - Rare earth elements are critical for advanced technologies, including electric vehicles, wind turbines, and medical devices, making China's policies impactful on a global scale [4][5] - The approval reflects China's strategic management of its resources while considering global demand, indicating a responsible approach to its role as a major supplier [4][5] Group 3: General License and Industry Transformation - The introduction of a "general license" simplifies export processes and signifies a deeper industry transformation, requiring exporters to meet environmental, transparency, and compliance standards [7][8] - Achieving the basic requirements for the general license represents a systematic enhancement in technology, management, and social responsibility for Chinese exporters [7][8] Group 4: Global Supply Chain Dynamics - The approval is expected to accelerate two trends: diversification of supply sources and the competition over rules and standards in the global rare earth market [10][12] - Countries like Australia and the U.S. may see increased investment in their rare earth projects, but their ability to compete effectively remains to be seen [10][12] - The competition will increasingly focus on regulatory frameworks, technical standards, and sustainable practices rather than just resource acquisition [10][12] Group 5: Conclusion and Future Implications - The approval signifies a critical step in China's resource management policy and reflects a shift towards a more balanced and rule-based global trade environment [12] - The future of supply chain security will depend on collaborative frameworks rather than reliance on single sources, emphasizing the need for transparency and mutual adherence to rules [12]

Core Viewpoint - The approval of general export licenses for certain rare earth items by China signifies a strategic shift in its approach to managing rare earth resources, moving towards a more transparent and rule-based export management system [1][5][9]. Group 1: Strategic Implications - Rare earth elements are critical for modern high-tech industries, including smartphones, electric vehicles, and military applications, with China holding the most comprehensive supply chain and significant resource reserves [3]. - The approval of export licenses indicates that China's management of rare earths is evolving from mere resource control to a comprehensive influence over technology, rules, and supply chains [5][7]. - This move reflects China's confidence and strategic intent to establish a transparent and rules-based export management system that balances global industrial needs with national security [5][9]. Group 2: Global Market Impact - The approval serves as a stabilizing factor for global supply chains, providing a clear framework for compliant trade activities [7]. - Future international trade in rare earths will increasingly emphasize compliance and responsibility, requiring entities to respect China's laws and management objectives [7]. - This action also counters long-standing Western criticisms, positioning China as a key player in shaping international rules and governance in the rare earth sector [7][9]. Group 3: Broader Context - The timing of this announcement coincides with a global technological revolution and intensified competition for critical mineral resources, highlighting the strategic importance of rare earths [5]. - The approval reflects China's ability to manage complex situations while demonstrating its ambition to shape the future of global governance [9]. - The rarity of rare earths lies not in their absolute quantity but in their strategic value, with China's clear and predictable approach being a valuable asset in a turbulent world [9].

Core Viewpoint - The Chinese government has begun implementing export controls on rare earth-related items, and some exporters have started to meet the basic requirements for applying for general licenses [1] Group 1 - The Ministry of Commerce's spokesperson, He Yadong, announced that policy communication has been conducted with Chinese exporters regarding the export controls on rare earth items [1] - As experience with compliance and exports accumulates, some Chinese exporters have preliminarily met the basic requirements for applying for general licenses [1] - It has been reported that several general license applications submitted by Chinese exporters have been received and approved [1]

Group 1: Steel Export License Management - The Ministry of Commerce announced the implementation of export license management for certain steel products starting January 1, 2026, marking the first time in 16 years this measure has been enacted [1] - The management will cover approximately 300 customs codes related to steel products, aimed at enhancing monitoring, statistical analysis, and tracking of export product quality [1] - Companies must provide proof of product quality inspection when applying for export licenses, encouraging a focus on quality and innovation in the steel industry [1] Group 2: Electric Vehicle Negotiations - The Ministry of Commerce confirmed ongoing negotiations between China and the EU regarding electric vehicles, emphasizing a willingness to resolve differences through dialogue [2] - The Chinese side seeks to establish an overall industry solution and urges the EU to act in good faith to create a stable market environment for both parties [2] Group 3: Opposition to EU Investigations - The Ministry of Commerce expressed strong opposition to the European Commission's recent investigations into multiple Chinese companies under the Foreign Subsidies Regulation (FSR), highlighting the discriminatory nature of these actions [3] - The Chinese government calls for an immediate halt to what it perceives as unreasonable pressure on foreign investment enterprises, advocating for a fair and predictable business environment [3] Group 4: Rare Earth Export Licenses - The Ministry of Commerce reported progress in the export control of rare earth items, indicating that some Chinese exporters have met the basic requirements for applying for general export licenses [4] - A number of applications for general licenses have already been received and approved [4] Group 5: Review of Overseas Port Asset Sales - The Ministry of Commerce stated that the Chinese government will conduct legal reviews and regulatory oversight regarding the sale of overseas port assets by CK Hutchison Holdings [5] - The government aims to protect fair market competition and uphold national sovereignty, security, and development interests [5]

来源：央视新闻客户端 End 欢迎分享给你的朋友！ 出品 | 中国能源报（c ne ne rgy） 责编丨李慧颖 商务部：已批准部分稀土出口通用许可申请。 在今天（12月18日）下午召开的商务部例行新闻发布会上，新闻发言人何亚东针对稀土相关物项出口管制的最新进展进行回应。 商务部新闻发言人何亚东表示，对稀土相关物项实施出口管制以来，中方主管部门向中国出口商进行了政策宣介，随着相关出口和合规 经验的积累，部分中国出口商已初步达到申请通用许可的基本要求。据我所知，目前已收到并批准了部分中国出口商提交的通用许可申 请。 ...

Core Viewpoint - The Chinese government has implemented export controls on rare earth-related items, and some exporters have begun to meet the basic requirements for applying for general licenses [1]. Group 1 - The Ministry of Commerce's spokesperson, He Yadong, provided updates on the export control measures for rare earth items during a routine press conference [1]. - Chinese authorities have communicated policies to exporters, and with accumulated experience, some exporters have reached the initial criteria for general license applications [1]. - A number of general license applications from Chinese exporters have already been received and approved [1].

Core Viewpoint - The Chinese government has implemented export controls on rare earth-related items, and some exporters have begun to meet the basic requirements for applying for general licenses [1] Group 1: Export Control Measures - The Ministry of Commerce has communicated the policies regarding export controls on rare earth items to Chinese exporters [1] - As experience accumulates, some Chinese exporters have preliminarily met the basic requirements for applying for general licenses [1] Group 2: License Applications - The Chinese authorities have received and approved several applications for general licenses from Chinese exporters [1]