本文内容均引用权威资料结合个人观点进行撰写，具体资料赘述在文中和文末！ 面对美方的狮子大开口，中方这次给出了一套漂亮的组合拳，在短短24小时内，特朗普接连收到三大噩耗。 美方双线施压 此次出访，主要任务是访问英国，与美方磋商经贸议题，只是中方顺带需要完成一项议程，可美方居然玩起了老把戏，不仅要求中方大幅扩大稀土出口， 还公然干涉中英关系，尽显霸道本色。 特朗普政府的谈判策略始终笼罩在"贸易战"的阴影，就在此次伦敦会谈前一个月，美国贸易代表办公室仍坚称"对华关税是必要杠杆"，延续着2018年以来 的单边主义路径。 这种"边打边谈"的套路已多次暴露其真实意图：以谈判为筹码，逼迫中方在单方面让步中妥协，白宫国际经济委员会主席哈西特对媒体的表态揭示了美方 核心诉求：稀土的供应量和审批流程必须"开倒车"，回归四月初的宽松状态。 这种要求无异于让中国自行拆除战略资源管控体系，稀土作为高科技产业和国防工业的"维生素"，全球80%以上的加工产能在中国手中。 应英国政府的邀请，中方高层将于6月8日至13日访问英国，在此期间，会与美方举行中美经贸磋商机制首次会议。 并且特朗普还试图对英国进行隔空干预，他通过外交渠道向新任首相斯塔 ...

Group 1 - The sudden sell-off in several broad-based ETFs indicates external news factors, likely related to unexpected developments in US-China negotiations, while sectors like genetically modified organisms and rare earths are experiencing gains [1] - The trading volume surged to approximately 150 billion, suggesting a concentrated release of short positions, which may not necessarily be negative for the market [1] - The Shanghai Composite Index is expected to recover its losses, with investors waiting to accumulate shares at lower levels, highlighting the inherent volatility of the stock market [1][3] Group 2 - The current market position does not warrant panic selling, as investors have been waiting for eight months, and maintaining a strong trading logic is essential [3] - The Shanghai Composite Index is at a favorable level around 3,400 points, with expectations of a potential rise towards 3,500 points in the near future [3] - The ongoing market rally has not reached its conclusion, with sectors like insurance, liquor, and real estate poised for potential gains, despite individual stock performances being independent [5] Group 3 - Future strategies should focus on capital and valuation aspects, which are crucial for position management and trading plans [7] - A significant market correction is not anticipated, as recent fluctuations are viewed as short-term adjustments, with funds likely shifting from short to long positions [7] - The liquor sector is experiencing a gradual decline, which may not be suitable for most investors due to a lack of understanding of its fundamentals [7]

针对中重稀土的出口管制措施，中国近期发布了哪些重要声明？其中，中方特别强调了哪两个关键字？美国是否能够 如愿以偿地获得中方的稀土资源？ 在特朗普政府推出"对等关税政策"后，中国随即采取了一系列反制措施，其中之一就是加强了对中重型稀土的出口管 制。这一决策不仅反映出国家的战略考量，也彰显了中国在稀土领域的重要地位。 实际上，中国的稀土矿产量占全球总产量的60%以上，而精加工后的稀土产量更是高达90%以上，这使得中国在全球 稀土市场中占据绝对的优势。因此，世界各国对中国的稀土管制措施高度关注，纷纷探讨这些措施将持续多长时间。 人们普遍关心的是，未来中国是否可能彻底禁止稀土出口？ 在发言中，中方特别反复提到"民用"这两个词，向各国说明，只要进口的稀土能被用于民用领域，中国将不会对此施 加过多的限制。这一政策旨在确保正确使用中国的稀土资源，但出于对国防安全的考虑，中方也已经采取了一系列预 防措施，以避免进口的稀土被用于军工领域。例如，目前中国正在逐步完善出口许可制度，并近期推出了稀土追踪系 统，这标志着对稀土最终去向的管理变得更加严密。 这一措施的提出，主要是因为之前曾出现外企利用购买自中国的稀土产品转售给第三方的情 ...

A股三大指数午后跳水均跌超1%，军工、信创、机器人、半导体等方向跌幅居前，沪深京三市下跌个 股超4700只。稀土板块持续走高，中科磁业20cm涨停，港股中国稀土午后拉升涨超25%。 ...

FICC日报 | 2025-06-10 中美经贸磋商开启，关注国新办新闻发布会 市场分析 关注经济事实验证。4月国内数据好坏参半，4月出口整体略超预期，但转口支撑的特征明显，叠加中美关税缓和， 短期出口有支撑；但4月投资数据有所走弱，尤其是地产边际压力再增；4月财政收入和支出同步回升，收入主要 受到土地出让金的支撑；同时消费也略有承压。中国5月CPI同比降0.1%，环比由涨转降，其中主要拖累项为能源 和食品；PPI同比降幅扩大至3.3%，主要原因有两方面：一是国际输入性因素影响国内相关行业价格下降；二是国 内部分能源和原材料价格阶段性下行。中国5月按美元计出口同比增长4.8%，略低于一季度的5.7%和4月的8.1%， 进口下降3.4%。从集装箱的船运数据来看，5月上旬出口有所改善，但到了下旬又重新走弱。新一轮"抢出口"成色 一般的背景下，前期透支的需求会重新回到偏弱的去库周期中。中办、国办印发《关于进一步保障和改善民生 着 力解决群众急难愁盼的意见》，其中提到，合理提高最低工资标准、全面取消在就业地参加社会保险的户籍限制等 政策。国新办6月10日上午10时将就进一步保障和改善民生有关政策情况举行新闻发布会。面 ...

Group 1 - The Hang Seng Index rose by 0.33%, gaining 79 points to reach 24,261 points, while the Hang Seng Tech Index fell by 0.33% [1] - Insurance funds continue to increase holdings in Chinese bank stocks, with institutions indicating significant valuation recovery potential for Hong Kong bank stocks [1] - Bank of Communications (01988) rose by 3.47%, China Everbright Bank (06818) increased by 1.86%, and Industrial and Commercial Bank of China (01398) gained 1.68% [1] - Three-Synch Pharmaceutical (01530) surged over 11% to a new high after reaching a significant licensing agreement with Pfizer, with strong ASCO data performance [1] - Innovent Biologics (01801) rose over 3.42%, with a year-to-date increase of over 120%, as Morgan Stanley anticipates further clinical catalysts to boost stock performance [1] - InnoCare Pharma-B (09606) increased by 13%, recently disclosing clinical data for DB-1310, attracting attention from international pharmaceutical giants [1] - China Rare Earth (00769) surged over 17%, following a 60% increase in trading volume, with positive signals for rare earth exports [1] - Pop Mart International (09992) rose by 2.47%, continuing to set historical highs, with its Labubu brand gaining global popularity [1] - Airline stocks continued their recent upward trend, benefiting from falling oil prices and the appreciation of the Renminbi, with institutions optimistic about airline profitability [1] - Air China (00753) rose by 4.5%, China Eastern Airlines (00670) increased by 4.42%, China Southern Airlines (01055) gained 4.18%, and BOC Aviation (02588) rose by 3.42% [1] Group 2 - Zhi Zi Cheng Technology (09911) rose over 7%, approaching historical highs, as the company plans to establish its global headquarters in Hong Kong, with institutions optimistic about future profit margin improvement [2] - Dekang Agriculture and Animal Husbandry (02419) increased by 4.97% to a new high, with the company reporting sales of 869,400 pigs in May, drawing market attention to industry capacity regulation progress [2] - Shide Global (00487) surged nearly 140%, as Australia’s Crown Resorts expressed interest in acquiring the property where the Sixteen Piers Casino is located [2]

Group 1 - The core issue discussed in the recent US-China leadership call is the trade and technology disputes, particularly focusing on China's control over rare earth exports [1] - US Treasury Secretary labeled China as an "unreliable partner" due to its restrictions on rare earth exports, claiming that China had previously intended to supply the US but has now withheld it [1] - US Secretary of State expressed outrage over China's "monopoly" on rare earths over the past 25-30 years, accusing China of deceitful practices to achieve global dominance [3] Group 2 - Historically, the US has abundant rare earth resources but outsourced the "dirty work" of mining and processing to China due to environmental regulations and cost concerns [5] - China invested significantly over three decades to develop its rare earth industry into a global leader, while the US focused on deindustrialization and financial markets [5][7] - The US faces challenges in re-establishing its rare earth supply chain, including high costs, long timelines, and a lack of technical expertise [7] Group 3 - The US's realization of the importance of rare earths came only after imposing sanctions on China regarding chips and technology, highlighting a lack of foresight in its industrial strategy [8] - The current geopolitical negotiations will depend on what concessions the US is willing to make in areas such as tariffs and technology exports in exchange for rare earth access [8]

当地时间6月9日下午，中美经贸磋商机制首次会议在英国伦敦举行。玉渊谭天了解到，当地时间6月10日，中美经贸磋商机制首次会议 将继续进行。 是的，在英国伦敦，中美经贸磋商机制首次会议正在激烈且低调地进行中。 中方代表团面前坐着的，是来自美国的 "三巨头"——财政部长贝森特、商务部长卢特尼克与贸易代表格里尔。他们一起继续日内瓦谈判桌上没有 谈完的议题。 中美第二次会谈，到底要谈什么？ 6月9日当天，中国的资本市场嗅觉敏锐地给出了自己的猜测：本周一的 A 股市场，稀土永磁板块大涨 3.45% ，突破前高，并创下 15 年来的历史 新高点位。 这一答案并不难猜测。 中美日内瓦谈判落幕后，双方都在走向贸易争端的第二阶段：从畸高的关税战，转向供应链战。美国卡了中国的芯片，中 国则卡着美国的稀土。 中国调查公司铁合金在线的数据显示，4月稀土磁铁的出口量约为3000吨，同比下降43%，与3月的约5800吨相比踩下急刹车。从出口目的国的减 少率来看，美国的59%和韩国的76%引人注目。 下滑的数据背后，是整个5月弥漫的"全球稀土荒"。 点击按钮▲立即预约 " 这是一个由新能源汽车、机器人、智能手机、电池、军工武器等众多产业叠加 ...

Core Viewpoint - The article highlights the journey of Xu Guangxian and Gao Xiaoxia, who played a pivotal role in transforming China's rare earth industry from a state of dependency and humiliation to a position of global leadership through scientific innovation and perseverance [1][31]. Group 1: Historical Context - In the 1970s, China possessed approximately 37% of the world's rare earth reserves but was unable to produce high-purity rare earth products, leading to a cycle of exporting raw materials cheaply and importing refined products at high prices [1][4][31]. - The rare earth elements, often referred to as "industrial vitamins," are essential for modern technology, impacting various industries from defense to consumer electronics [3][4]. Group 2: Technological Challenges - Western companies, particularly Rhone Poulenc, dominated the rare earth market, controlling advanced separation technologies and imposing strict conditions on technology transfer to China [5][6][31]. - The existing methods for rare earth separation, such as ion exchange and fractional crystallization, were costly and inefficient, prompting the need for a new approach [16][17]. Group 3: Scientific Breakthrough - Xu Guangxian proposed a novel extraction method known as "cascade extraction," which allowed for continuous processing and higher purity levels, overcoming the limitations of traditional methods [17][20]. - The successful application of this theory in industrial settings marked a significant turning point for China's rare earth industry, leading to the first successful industrial-scale extraction of rare earth elements in 1974 [20][24]. Group 4: Impact and Recognition - By 1980, Xu and Gao were recognized as academicians of the Chinese Academy of Sciences, reflecting their contributions to the rapid advancement of China's rare earth industry [23][31]. - The cascade extraction technology led to China capturing over 90% of the global rare earth market share, fundamentally altering the international landscape of the industry [31][33]. Group 5: Legacy - The story of Xu and Gao symbolizes the triumph of Chinese scientists over technological barriers and their commitment to national development, serving as an inspiration for future generations [34][35].

Market Performance - A-shares showed strong momentum with major indices rising, Shanghai Composite Index surpassed 3400 points, and ChiNext Index increased over 1% [1] - Hong Kong stocks also performed well, with the Hang Seng Index rising over 1% and returning above 24000 points, while the Hang Seng Tech Index surged nearly 3% [1] - Total market turnover reached approximately 1.31 trillion yuan, an increase of 135.5 billion yuan from the previous trading day [1] Innovative Drug Sector - The innovative drug concept stocks experienced significant gains, with the innovative drug index rising over 4% [2] - Notable stocks included Hai Chen Pharmaceutical, Rui Zhi Pharmaceutical, and others, with nearly 15 related stocks hitting the daily limit or rising over 10% [2] - Since mid-May, innovative drug stocks have shown strong performance, with some stocks like Lianhua Technology increasing nearly 115% in the last nine trading days [2] Industry Developments - The 2025 American Society of Clinical Oncology (ASCO) annual meeting highlighted the competitiveness of Chinese pharmaceutical companies in new drug development [3] - Financial policies introduced since May 7 aim to stabilize market expectations, with a focus on supporting leading pharmaceutical companies with strong dividends [3] Rare Earth Sector - The rare earth sector became active, with the rare earth permanent magnet concept index rising 3.45% [4] - The demand for medium and heavy rare earths is increasing due to the development of industries like robotics and electric vehicles [4] - Supply tightening and policy changes have led to a recovery in rare earth prices, with expectations for continued moderate price increases [5] Elderly Care Robotics - The elderly care robotics sector showed strong performance, with the humanoid robot concept index rising 0.76% [7] - The Ministry of Industry and Information Technology and the Ministry of Civil Affairs announced a pilot program for intelligent elderly care service robots from 2025 to 2027 [7] - The report emphasized the investment value of the robotics sector, highlighting various types of intelligent elderly care robots that cater to different needs [8]