2025年9月15日，中国波兰政府间合作委员会第四次全体会议在华沙举行，中华人民共和国外交部长王 毅和波兰共和国副总理兼外交部长西科尔斯基共同主持会议。双方就双边关系及共同关心的国际和地区 问题全面深入交换意见。双方认识到两国经贸合作富有潜力，一致认为应共同致力于双边贸易可持续发 展以及货物和服务贸易品类多元化。双方讨论了中国稀土相关物项对波出口许可事宜，愿加强两国出口 管制主管部门间的沟通对话，积极促进两用物项合规贸易。双方将以生物安全为前提，依法依规推动动 物疫情解禁工作，并共同致力于推动波兰农食产品输华准入，进一步扩大双向农食产品贸易规模。（外 交部） ...

【纠错】 【责任编辑:邱丽芳】 "我们已经多次强调，稀土相关物项具有军民两用属性，对其实施出口管制符合国际通行做法。"何 亚东说，中方愿就此进一步加强与相关国家的出口管制沟通对话，促进便利合规贸易。（记者张晓洁、 潘洁） 商务部新闻发言人何亚东在6月12日举行的商务部例行新闻发布会上说，中国作为负责任的大国， 充分考虑各国在民用领域的合理需求与关切，依法依规对稀土相关物项出口许可申请进行审查，已依法 批准一定数量的合规申请，并将持续加强合规申请的审批工作。 ...

稀土相关物项具有军民两用属性，是国家战略资源。为了更好地维护国家安全和利益，我国充分借鉴 国际通行做法，依法对稀土相关物项实施出口管制。但近年来， 境外间谍情报机关及其代理人企图勾 连策反境内不法分子，利用寄递手段窃取我稀土相关物项，给我国家安全带来严重危害。 掌握确凿证据后，国家安全机关会同有关部门依法采取行动，截断稀土相关物项非法出境渠道，有力维护了我 资源安全与国家安全。 来源：国家安全部微信公众号 责编：叶舒筠 证券时报各平台所有原创内容，未经书面授权，任何单位及个人不得转载。我社保留追 究相关 行 为主体 法律责任的权利。 转载与合作可联系证券时报小助理，微信ID：SecuritiesTimes 某国不能自主生产提纯稀有金属，但为保证其国内稀有金属供应，一直通过各种渠道和手段进行相关囤积。国 家安全机关工作发现—— 该国某重点领域承包商一方面通过 更换包装伪造"非中国原产"标签 后转口偷运至其国内； 另一方面企图采取 虚报含量成分、伪报品名、快递小包多次少量、更换运输渠道 等方式，将我国稀土等出口 管制物项非法输送出境。 校对： 高源 版权声明 点击关键字可查看 潜望系列深度报道丨 股事会专栏 丨 ...

Group 1 - The report analyzes the impact of geopolitical conflicts on the A-share market, noting that such events typically cause short-term disturbances, with the most significant impact observed during the 2022 Russia-Ukraine conflict [1][14] - The report indicates that the A-share index usually recovers within three trading days after a geopolitical event, suggesting that these disturbances can be viewed as short-term "pulses" [1][14] - In terms of industry performance, oil and gas, as well as military industries, show strong short-term performance during geopolitical conflicts, while banking, electricity, and gold sectors exhibit resilience [2][15] Group 2 - The report highlights that the defense and military sectors tend to lead gains on the first day of a geopolitical conflict, with the oil and gas sector showing weaker sustainability in performance [2][15] - It is noted that even if international oil prices rise significantly, it does not guarantee sustained growth in the oil and gas sector, as evidenced by the 30% increase in ICE Brent crude prices following the Russia-Ukraine conflict, while the A-share oil and gas sector peaked on the first day of the conflict [2][18] - The report suggests that the military industry has shown consistent gains in the aftermath of recent conflicts, with specific sub-sectors like ground weaponry and aerospace equipment performing well [2][20] Group 3 - The report recommends maintaining a balanced portfolio and being patient while waiting for a clear market direction, with a focus on sectors such as ground weaponry, aerospace equipment, and new energy vehicles [29] - It emphasizes the importance of monitoring high-growth industries after the 2024 annual reports and 2025 quarterly reports are released, suggesting a focus on sectors like feed, motorcycles, and animal health [29] - Defensive assets such as banks, insurance, and utilities are recommended as core holdings, with attention to sectors like shipping ports and white goods that have shown increased dividend yields [29]

Group 1 - The People's Bank of China and the European Central Bank held their first annual meeting, establishing a mechanism for future meetings and enhancing cooperation in information sharing and policy communication [2][2][2] - The Chinese government is promoting the integration of financial sectors across the Taiwan Strait, supporting the innovation and upgrade of the "Taiwan-funded board" to facilitate more quality Taiwanese enterprises to list in mainland China [2][2] - The Chinese government has approved a certain number of compliant applications for rare earth export licenses, emphasizing its commitment to responsible management of exports [2][2] Group 2 - The U.S. Department of Commerce announced a 50% tariff on various steel household appliances starting June 23, which may lead to increased consumer prices [3][3] - Xinhua Insurance plans to invest up to 15 billion yuan in a private equity fund, which has been approved by the company's board [7][7] - China Power Construction Company has won a 10.77 billion yuan EPC contract for offshore wind power projects [7][7]

// 今日关注 // // 宏观预警 // 1、商务部介绍中美经贸磋商机制首次会议情况 商务部召开例行新闻发布会，有记者就中美经贸磋商机制首次会议情况进行提问。商务部新闻发言人何 亚东表示，当地时间6月9日至10日，中美经贸团队在英国伦敦举行中美经贸磋商机制首次会议。双方就 落实两国元首6月5日通话重要共识和巩固日内瓦经贸会谈成果的措施框架达成原则一致，就解决双方彼 此经贸关切取得新进展。下一步，双方将进一步发挥好中美经贸磋商机制作用，继续保持沟通对话，不 断增进共识、减少误解、加强合作，共同推动中美经贸关系行稳致远。 2、商务部新闻发言人：中国已依法批准一定数量的稀土相关物项出口许可合规申请 商务部新闻发言人何亚东表示，中国作为负责任大国，充分考虑各国在民用领域的合理需求与关切，依 法依规对稀土相关物项出口许可申请进行审查，已经依法批准一定数量的合规申请，并将持续加强合规 申请的审批工作。 // 中国债券预警 // 1、中泰证券：福建福晟新增股权冻结，涉及金额1.5亿元 中泰证券发布临时受托管理事务报告，披露福建福晟集团有限公司及其旗下公司新增股权冻结和失信被 执行情况。其中，福建福晟被冻结股权1.5亿元， ...

Market Overview - The market experienced fluctuations with mixed performance across the three major indices, resulting in over 2800 stocks declining in the Shanghai, Shenzhen, and Beijing markets [1] - New consumption concepts surged, particularly in the IP economy and beauty care sectors, with several stocks hitting the daily limit up [1] - The innovative drug sector remained active, with companies like Haishi Ke and Aosaikang reaching the daily limit up [1] - Gold stocks collectively strengthened, while the shipping sector faced adjustments, with Lianyungang dropping over 7% [1] - Today's trading volume reached 1.3 trillion [1] Hot Sectors IP Economy - The IP economy sector continued to rise, with stocks like Yuanlong Yatu and Hars hitting the daily limit up [4] - The catalyst for this surge includes the continuous historical highs of Pop Mart's stock and a 30% increase in the overnight performance of Chinese concept stock Quantum Song [4] - The Chinese trendy toy market is expected to reach a market size of 110.1 billion by 2026, with a compound annual growth rate of 20% from 2024 to 2026 [5] Rare Earth Magnetic Materials - The rare earth magnetic materials sector remained active, with companies like Beikong Technology and Huayang New Materials achieving consecutive limit ups [6] - The Chinese government is reviewing export license applications for rare earth materials, having approved a certain number of compliant applications [6] - Market expectations of gradual relaxation of export controls are likely to push up prices of rare earth raw materials [7] Quantum Computing - The quantum computing sector saw significant gains, with stocks like Geer Software and Electronic City hitting the daily limit up [9] - Nvidia's CEO Huang Renxun stated that quantum computing is reaching a turning point and will be powerful enough to help solve complex global issues in the coming years [9] - The global quantum computing industry is projected to exceed $800 billion by 2035 [11]

一、行情回顾 市场午后集跳水，三大指数一度均跌超1%，随后跌幅有所收窄。航运板块逆势大涨，南京港、连云港、宁波海运、宁波远洋涨停。稀土磁材板块再度拉 升，中科磁业、北矿科技涨停。创新药概念反复活跃，众生药业、赛升药业、昂利康等涨停。下跌方面，军工板块走低，捷强装备跌超10%；信创、软件股 下挫，新致软件跌逾8%。个股跌多涨少，沪深京三市超4000股飘绿，今日成交1.45万亿。 | 风口板块 更多 | | | | | 涨跌幅榜 更多 | | --- | --- | --- | --- | --- | --- | | 航运 | +3.24% | 稀土磁材 | +1.95% | 医药 +0.60% | 动漫 +4.25% | | 中国和东亚输往美国西岸的货柜 | | 中国依法依规对稀土相关物项出 | | 创新药密集获批;龙头出海现成 | | | 海运费率跳涨94% | | 口许可申请进行审查 | | হুম | 」幸醇 | | | | | | | +2.39% | | 南京港 +10.02% | | 北矿科技 +10.00% | | 易明医药 +9.98% | | | | | | | | 江苏自贸区 | | | | ...

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 ...

问： 近日，许多国家对中国稀土出口管制措施表达关注，请问中方将采取哪些措施回应各方关切？ 商务部新闻发言人就中重稀土出口管制措施答记者问 校对： 王蔚 百万用户都在看 突发！俄罗斯，发动大规模袭击 大转向！外资，爆买！ 50%关税！刚刚，特朗普宣布！ 全面暂停！特朗普，签了！ 违法和不良信息举报电话：0755-83514034 邮箱：bwb@stcn.com 答： 稀土相关物项具有军民两用属性，对其实施出口管制符合国际通行做法。中国依法对稀土相关物项 实施出口管制，目的是更好维护国家安全和利益，履行防扩散等国际义务，体现了坚持维护世界和平与地 区稳定的一贯立场。 我们也注意到，随着机器人、新能源汽车等行业发展，各国对中重稀土在民用领域的需求量正持续增长。 中国作为负责任的大国，充分考虑各国在民用领域的合理需求与关切，依法依规对稀土相关物项出口许可 申请进行审查，已依法批准一定数量的合规申请，并将持续加强合规申请的审批工作。中方愿就此进一步 加强与相关国家的出口管制沟通对话，促进便利合规贸易。 来源：商务部 责编： 刘珺宇 ...