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稀土磁材行业动态跟踪:出口高增单价高企,稀土磁材板块有望持续向上
Orient Securities· 2025-08-24 03:41
核心观点 投资建议与投资标的 风险提示 有色、钢铁行业 行业研究 | 动态跟踪 出口高增单价高企,稀土磁材板块有望持 续向上 ——稀土磁材行业动态跟踪 稀土磁材行业出口政策变化、下游需求不及预期、假设条件变化影响测算结果 国家/地区 中国 行业 有色、钢铁行业 报告发布日期 2025 年 08 月 24 日 看好(维持) 刘洋 021-63325888*6084 liuyang3@orientsec.com.cn 执业证书编号:S0860520010002 香港证监会牌照:BTB487 | | | | 战略金属板块的行情还能延续吗:——有 | 2025-07-27 | | --- | --- | | 色钢铁行业周思考(2025 年第 29 周) | | | 从政治政策风险溢价的角度看有色钢铁: | 2025-07-13 | | ——有色钢铁行业周思考(2025 年第 28 | | | 周) | | | 从战略与策略角度看稀土板块的配置价 | 2025-06-23 | | 值:——有色钢铁行业周观点(2025 年第 | | | 25 周) | | 有关分析师的申明,见本报告最后部分。其他重要信息披露见分析师申明 ...
中国稀土出口管制让欧洲企业面临停产危机
日经中文网· 2025-06-04 02:19
Core Viewpoint - The article highlights the increasing challenges faced by European manufacturers due to China's tightening of rare earth export controls, which could lead to significant costs and potential production halts for these companies [1][2]. Group 1: Export Control Issues - The China-EU Chamber of Commerce has indicated that European manufacturers are currently in a severe situation due to the ongoing export controls on rare earths imposed by China [1][2]. - The application process for export licenses has experienced significant delays, complicating the situation for European firms [2]. - China's Ministry of Commerce is reportedly working to address the increase in export license applications, but the lack of a sufficient transition period has left companies with little time to adapt [2]. Group 2: Impact of Trade Relations - The tightening of rare earth export controls is part of China's broader strategy to respond to the trade war with the United States, which has included retaliatory tariffs on various industrial products [1]. - Since the temporary suspension of most additional tariffs between China and the U.S. in mid-May, other retaliatory measures have been paused, but the export controls on rare earths remain in effect [2].