智通财经记者 | 田鹤琪 美国资源公司是一家总部位于印第安纳州费舍尔斯的美国原材料和基础设施供应商。它主要专注于收购、开发和运营对美国基础设施和能源转型至关重要的 矿产和能源资产。 稀土被誉为"工业维生素"，是元素周期表中的镧系元素和钪、钇等17种元素的总称。具体包括镧、铈、镨、钕四个轻稀土；钐、铕、钆三个中稀土；铽、 镝、钬、铒、铥、镱、镥、钇八个重稀土。 美国正在加强本土稀土产业链的构建。 8月19日，火神元素(Vulcan Elements)官网宣布，与新元素技术(ReElement Technologies)签署了一项商业规模的轻重稀土氧化物承购协议，旨在加速火神元素 将其国内稀土磁体制造能力立即扩展至商业化产能。 火神元素表示，其将和新元素技术联手推进磁体供应链的本土化，助力美国下一代经济活力和军事优势。该公司并未透露此次交易的具体财务细节。 火神元素是高性能稀土磁体制造商，位于北卡罗来纳州的美国初创公司，成立于2023年，目前员工规模不足50人。 目前，火神元素已在北卡罗来纳州的"研究三角园区"建立了小规模的商业化制造和研发设施。其所生产的稀土磁体，可用于国防、卫星、人工智能数据中 心、半导体制造 ...

政知见2025-08-26 16:37:18 撰文 | 熊颖琪 8月26日，外交部发言人郭嘉昆主持例行记者会。 郭嘉昆表示，我们已就关税问题多次阐明了中方的立场。 彭博社记者提问，特朗普总统表示，美国在贸易方面对中国的影响力大于中国对美国的影响力。他指 出，飞机零部件是关键产品，华盛顿必须应对北京对稀土的限制。 德新社记者提问，美国总统特朗普周一表示，中国必须确保美国的稀土磁体供应，否则将面临200%的 关税。中方对此有何评论？ "我刚才已经回答了有关的问题。"郭嘉昆重申，中方一贯按照相互尊重、和平共处、合作共赢的原则来 处理和推进中美关系，同时坚定维护自身的主权安全和发展利益，我们希望美方相向而行，共同推动中 美关系稳定、健康、可持续发展。 ...

鉴于此次投票大概率会失败，市场开始意识到后续可能出现的混乱—— 作为欧洲第二大经济体，法国要么 面临财政紧缩，要么陷入更严重的政治不确定性。 今日交易者正密切关注黄金、美国国债收益率及美元走势，原因是特朗普正竭力通过"立即罢免"美联储理 事莉萨・库克，进一步影响美联储决策层构成。 法国政治不确定性拖累CAC 指数下跌2%。 特朗普再试图罢免另一位美联储公开市场委员会（FOMC）成员。 针对稀土与数字服务税的关税威胁升级。 欧洲市场受法国CAC 指数2%跌幅拖累整体走低，交易者对未来数周可能加剧的新一轮政治动荡愈发担 忧。目前法国政府债务与国内生产总值（GDP）之比约为115%，是欧洲负债水平最高的国家之一。 为解决这一问题，法国总理弗朗索瓦・贝鲁制定了每年削减440 亿欧元开支的计划，并将于9 月8 日将该提 案提交信任投票。 这一幕与此前鲍威尔的遭遇如出一辙，总统罢免美联储成员的权力本身存在争议，库克的律师已表 示，"法律层面不存在任何依据"允许特朗普将其解职。此前特朗普曾以联邦政府建筑超支为由向鲍威尔施 压，要求其辞职，如今他又拿"库克涉嫌住房欺诈"的传闻说事，为罢免另一位美联储成员寻找借口。 君諾金融考 ...

特朗普称美国在贸易方面对中国的影响力大于中国对美国的影响力，外交部回应 在8月26日外交部例行记者会上，有外媒记者提问，美国总统特朗普称，美国在贸易方面对中 国的影响力大于中国对美国的影响力。他称，飞机零部件是关键产品，华盛顿必须应对北京 对稀土的限制。中方对此有何评论？ 来源：北京青年报 8月26日，外交部发言人郭嘉昆主持例行记者会。 有记者提问，美国总统特朗普周一表示，中国必须确保美国的稀土磁体供应，否则将面临 200%的关税。中方对此有何评论？ 郭嘉昆表示，我们已就关税问题多次阐明了中方的立场。 "我刚才已经回答了有关的问题。"郭嘉昆重申，中方一贯按照相互尊重、和平共处、合作共 赢的原则来处理和推进中美关系，同时坚定维护自身的主权安全和发展利益，我们希望美方 相向而行，共同推动中美关系稳定、健康、可持续发展。 普 表 示 希 望 尽 特 朗 快 访 华，外 交 部 回 应 ...

美国来过之后，欧盟由来添堵，前两天欧盟驻华大使托莱多放出重话，要求中国在30天内"解决稀土磁体出口问题"。 而这原因却是欧洲车企快撑不住了，库存只够用两三周，部分德国生产线已经停了，这不是普通的"催货"，这是标准的外交施压。 更有意思的是，就在欧盟发出最后通牒的同一天，中方出台了一道新规，技术人员出境必须严格审批，部分人甚至要上交护照，这背后到底在博弈什么？这 场稀土冲突，正在成为全球供应链战争的前哨战。 欧盟这次的"催货"并不只是急，是慌，从表面看，是稀土磁体不够用了，德国大众甚至因为钕铁硼磁体断供直接关了生产线，但从更深一层看，这是一场政 治豪赌。 欧洲想用"最后通牒"给中方施压，试图在7月冯德莱恩访华前，用制造危机的方式换取中国的让步。 但问题是，他们演得太拙劣，一边对中国电动车加征关税，一边又抱怨中国不给稀土磁体出口。 这种"双标操作"，就像是你打了人家一巴掌，还希望人家继续帮你搬家，中方这次的回应也很明确，别来一边打压我们，一边又伸手要好处。 这就解释了为什么欧盟的本土稀土项目一直起不来，比如德国和澳大利亚合作的稀土精炼项目，原计划2027年投产，现在被推迟到2030年，而且成本是中国 的三倍。 面 ...

Core Viewpoint - China is implementing stricter controls on rare earth exports, emphasizing its dominant position in the supply chain while addressing concerns from Western countries about potential threats to defense industries [1][6]. Group 1: Export Control Measures - China is tightening regulations on foreign companies hoarding rare earths, warning that large-scale stockpiling could lead to supply issues [1]. - A new export licensing system for critical minerals and rare earth magnets is being established, with a focus on expediting approvals for compliant applications [3]. - The approval process for export applications is thorough, with significant scrutiny on large orders to prevent potential hoarding [1][5]. Group 2: Impact on Western Companies - Many Western companies are relocating production lines to China to circumvent export restrictions, as seen with Regal Rexnord, which is assembling rare earth magnets in China to ease export difficulties [5]. - In June, China's exports of rare earth magnets to the U.S. surged to 352.8 tons, a 660% increase from May, indicating a recovery in supply following trade negotiations [5]. - Overall, China's rare earth magnet exports in June reached 3,188 tons, a 157.5% increase from May, although still down 38.1% compared to the same period in 2024 [5]. Group 3: China's Position and Intentions - China asserts that its export controls are in line with international practices and aim to maintain national security while facilitating compliant trade [6]. - The Chinese government emphasizes that the goal is to regulate rather than prohibit exports, promoting sustainable and peaceful trade practices [6].

USA Rare Earth (USAR) FY Conference August 12, 2025 03:30 PM ET Speaker0Good afternoon everyone. I'm George Genericas, one of Canaccord Genuity's sustainability analysts. We're incredibly pleased to have with us today the team from USA Rare Earths. Rob Steele, CFO Lionel McBee, VP of Investor Relations, a company that's geared to helping us secure a US magnetic supply chain. So with that, Rob, please go ahead.Speaker1Great. Thanks everybody. As George said, I'm Rob Steele, the CFO of the company. USA Rare E ...

Group 1: Trade Dynamics - China's rare earth magnet exports to the US surged to 352.8 tons in June, a 660% increase from May, indicating a significant shift in trade dynamics [1] - The US Department of Defense invested $400 million to acquire a 15% stake in rare earth company MP Materials and pressured Apple to enter a $500 million partnership with the company [1] - The US, in collaboration with Japan, India, and Australia, launched the "Quad Critical Minerals Initiative" to secure domestic production of critical minerals, aiming to diversify its rare earth supply chain [1] Group 2: China's Strategic Position - China holds a dominant position in the global rare earth industry, being the only country capable of providing a full range of rare earth products and possessing superior mining resources [2] - China's export control measures allow it to dictate the terms of rare earth sales, maintaining a strategy of "allowing civilian use, prohibiting military use," which strengthens its market influence [2] - The increase in exports to the US can be seen as a strategic move to enhance China's impact on the US market [2] Group 3: US Trade Policies - The US imposed a ban on oil imports from China, reflecting a unilateral and protectionist approach to trade that disrupts global trade order [4] - The ban may have short-term effects on China's oil trade, but China has diversified its energy strategy and established stable partnerships with multiple oil-producing countries [4] - The contradiction in US policies, relying on China for rare earths while imposing sanctions on oil, highlights a short-sighted approach to international trade [6] Group 4: International Relations - The US actions exacerbate tensions in US-China relations, undermining the principle of cooperation for sustainable development in a globalized economy [7] - The US's trade practices not only harm China's core interests but also pose potential negative impacts on global economic stability and development [7]

Core Viewpoint - MP Materials, the only rare earth miner in the U.S., has seen its stock price soar by 376% in 2023, driven by increasing domestic demand for rare earths amid U.S. efforts to reduce reliance on foreign supplies [1][2][3]. Group 1: Company Performance - In Q2, MP Materials reported a smaller-than-expected loss, with adjusted earnings per share at $0.13, compared to analysts' expectations of $0.19 [2][4]. - The company's revenue for Q2 reached approximately $57.4 million, exceeding analyst forecasts of $46.7 million, marking an 84% year-over-year increase [4]. - Rare earth production, particularly neodymium-praseodymium (NdPr), surged nearly 120% to a record 597 metric tons, driven by strong demand [2][4]. Group 2: Strategic Partnerships and Government Support - MP Materials signed a long-term agreement with the U.S. government valued at over $10 billion to boost rare earth magnet production for military needs, establishing a price floor of $110 per kilogram for NdPr [5]. - The company also secured a $500 million agreement with Apple for exclusive supply of rare earth magnets, which will support its expansion plans in Texas [5][6]. - Apple's investment plan includes a $100 billion commitment to U.S. manufacturing, further solidifying the partnership with MP Materials [6]. Group 3: Industry Context and Importance - Rare earth elements are critical for various industries, including semiconductors, consumer electronics, electric vehicles, and defense manufacturing [7][8]. - The U.S. currently relies heavily on China for rare earth supplies, with China controlling approximately 60%-70% of global mining and 85%-90% of refining and metal production [7][8]. - The Mountain Pass mine, operated by MP Materials, is the only active rare earth mine in the U.S., making it a vital asset for the country's rare earth supply chain [3][4].

Market Overview - The market experienced fluctuations with mixed performance across the three major indices, with the Shanghai Composite Index reaching a new high for the year. The trading volume today was 1.85 trillion [1] - The rare earth permanent magnet sector saw a significant surge in the afternoon, with stocks like Zhenghai Magnetic Materials and Aishi Chuang hitting the daily limit [1] - Semiconductor stocks also performed well, with Dongxin Co., Fuman Micro, and Yingfang Micro reaching their daily limits. The medical device sector also saw gains, with companies like Sainuo Medical and Zhonghong Medical hitting the daily limit [1] Hot Topics Rare Earth Materials - The rare earth magnet sector rebounded in the afternoon, with stocks like Ningbo Yunsheng and Zhenghai Magnetic Materials hitting the daily limit. Zhongke Magnetic Industry rose by 13% [4] - Noveon Magnetics, a US rare earth magnet manufacturer, announced a multi-year supply agreement with General Motors to provide rare earth magnets for various automotive components, with deliveries starting in July [4] - Pacific Securities believes that China has a leading position in the rare earth industry chain, with reasonable product prices expected to rise further [5] Domestic Chips - The domestic chip sector saw significant gains, with Dongxin Co. hitting the daily limit and other companies like Haili Co. and Fuman Micro also reaching their limits [6] - Reports indicate that the US plans to impose approximately 100% tariffs on chips and semiconductors, which has influenced market sentiment [6] - Texas Instruments has announced price increases of 10% to over 30% for more than 60,000 products, indicating a structural shift in pricing strategy [6][8] Medical Devices - The medical device sector experienced a strong rally, with companies like Sainuo Medical and Shangrong Medical hitting their daily limits [9] - Sainuo Medical announced that its subsidiary received breakthrough medical device designation from the FDA for its self-expanding intracranial drug-coated stent system [9] - Recent government policies aim to support innovation in high-end medical devices, which may positively impact the sector [9][11]