本报记者 李凯旋 北京报道 中国再度加码了对稀土的出口管制。10月9日，商务部连发两则公告，对含有中国成分的部分境外稀土 相关物项及相关技术实施出口管制。商务部方面表示，此次纳入管制的物项范围有限，同时也将采取多 种许可便利措施，并设置了合理的过渡期。 商务部方面表示，稀土相关物项具有军民两用属性，对其实施出口管制是国际通行做法。今年4月份， 中国政府便已经对中国组织和个人出口稀土物项实施出口管制，有关稀土技术也早在2001年就被列入 《中国禁止出口限制出口技术目录》。 《华夏时报》记者注意到，公告明确，共有三类物项出口必须获得中国商务部颁发的两用物项出口许可 证件。整体来看，此次发布的管制公告是对今年4月份发布的相关管控的补充。除了对材料进行出口管 制之外，这次公告也明确将多项稀土关键技术及其载体纳入管制，管制链条明显拉长。 关于实施稀土相关物项出口管制的原因，商务部方面表示，一段时间以来，部分境外组织和个人将原产 中国的稀土管制物项直接或者加工后再转移、提供给有关组织和个人，直接或间接用于军事等敏感区 域，对中国国家安全和利益造成重大损害或潜在威胁，对国际和平稳定造成不利影响。中国政府依法对 含有中国成分 ...

Core Viewpoint - Northern Rare Earth expects a significant increase in net profit for the first half of 2025, projecting a year-on-year growth of 1882.54% to 2014.71% for net profit attributable to shareholders, and an astonishing 5538.33% to 5922.76% for net profit after deducting non-recurring gains and losses [2][4]. Financial Performance - The company anticipates achieving a net profit of 900 million to 960 million yuan for the first half of 2025, an increase of 855 million to 915 million yuan compared to the previous year [2]. - The expected net profit after deducting non-recurring gains and losses is projected to be between 880 million to 940 million yuan, representing an increase of 865 million to 925 million yuan year-on-year [2]. Market Conditions - The rare earth market has seen increased activity following breakthroughs in US-China trade negotiations, leading to a rise in prices and expanded transaction volumes [6]. - Supply constraints are evident, with US mineral imports stagnant and seasonal impacts on imports from Myanmar, resulting in a tight overall market supply [7]. - Domestic consumption demand remains stable, with some downstream companies obtaining export licenses, contributing to a slight recovery in overseas orders [7]. Company Strategy - The company is focused on enhancing production efficiency and optimizing raw material and product structures to capitalize on favorable market conditions [7]. - Northern Rare Earth maintains a positive outlook on future rare earth prices, supported by a full order book for its subsidiary [7]. Export Control Impact - The company reports minimal impact from recent export control policies, primarily exporting light rare earth products, while acknowledging some effects on the export of certain heavy rare earth elements [9]. - The company is committed to complying with national policies and is actively working on integrating smelting and separation assets to enhance competitiveness in the industry [9].