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中国材料:宣布稀土生产监管措施-更严格管控-China Materials -Regulatory Measures for Rare Earth Production Announced – Stricter Controls
2025-08-24 14:47
August 22, 2025 11:12 AM GMT China Materials | Asia Pacific M Update Regulatory Measures for Rare Earth Production Announced – Stricter Controls Key Takeaways The released version has several updates, compared to the draft for opinion version released on February 19: Morgan Stanley Asia Limited+ Rachel L Zhang Equity Analyst Rachel.Zhang@morganstanley.com +852 2239-1520 Greater China Materials Asia Pacific Industry View Attractive Morgan Stanley does and seeks to do business with companies covered in Morgan ...
X @外汇交易员
外汇交易员· 2025-08-07 03:28
Trade Performance - China's July exports increased by 8% year-on-year in RMB terms [2] - China's July imports increased by 4.8% year-on-year in RMB terms [2] - China's July trade surplus narrowed to 705.1 billion RMB [2] - China's July exports increased by 7.2% year-on-year in USD terms [2] - China's July imports increased by 4.1% year-on-year in USD terms [2] - China's July trade surplus was 98240 million USD [2] Import & Export Commodities - China's July fertilizer exports increased by 85% year-on-year, reaching 5704000 tonnes [1] - China's July rare earth exports increased by 21% year-on-year, reaching 59943 tonnes [1] - China's July automobile exports increased by 26% year-on-year, reaching 694000 vehicles [1] - China's July integrated circuit exports increased by 16% year-on-year, reaching 31840 million units [1] - China's July soybean imports increased by 18% year-on-year, reaching 11666000 tonnes [1] - China's July crude oil imports increased by 11.5% year-on-year, reaching 47204000 tonnes [1] - China's July copper ore and concentrate imports increased by 18% year-on-year, reaching 2560000 tonnes [1] - China's July coal imports decreased by 23% year-on-year, reaching 35609000 tonnes [1]
American Resources, ReElement, and Impossible Metals partner to build US rare earth supply chain
Proactiveinvestors NA· 2025-07-21 13:51
Group 1 - Proactive provides fast, accessible, informative, and actionable business and finance news content to a global investment audience [2] - The news team covers medium and small-cap markets, as well as blue-chip companies, commodities, and broader investment stories [3] - Proactive has bureaus and studios in key finance and investing hubs including London, New York, Toronto, Vancouver, Sydney, and Perth [2][3] Group 2 - The company is focused on sectors such as biotech and pharma, mining and natural resources, battery metals, oil and gas, crypto, and emerging digital and EV technologies [3] - Proactive adopts technology to enhance workflows and improve content production [4] - All content published by Proactive is edited and authored by humans, ensuring adherence to best practices in content production and search engine optimization [5]
X @外汇交易员
外汇交易员· 2025-07-21 01:06
Soybean Imports - China's soybean imports from Brazil reached 10620 thousand tons in June, accounting for 866% of total imports, a 92% increase YoY [1] - Soybean imports from the US were 1580 thousand tons, representing 129% of total imports, a 206% increase YoY [1] - Total soybean imports reached a record high of 12264 thousand tons, a 1035% increase YoY [2] Trade Data - Rare earth exports increased by 603% YoY to 77422 tons, and 32% MoM [2] - Integrated circuit exports increased by 253% YoY to 3184 billion units [2] - Mobile phone exports decreased by 13% YoY to 61179 thousand units [2] - Coal and lignite imports decreased by 259% YoY to 33037 thousand tons [2] - Automobile (including chassis) imports decreased by 283% YoY to 43 thousand vehicles [2]
X @外汇交易员
外汇交易员· 2025-07-14 03:39
#数据 中国6月出口稀土7742.2吨,同比增加60.3%,环比增加32%;出口集成电路318.4亿个,同比增加25.3%;出口手机6117.9万台,同比减少13%。6月进口煤及褐煤3303.7万吨,同比减少25.9%;进口大豆1226.4万吨(历史新高),同比增加10.35%;进口汽车(含底盘)4.3万辆,同比减少28.3%。 ...
欧洲保持对中国“胜利感”:一边索要中国稀土,一边要“卡中国”
Sou Hu Cai Jing· 2025-07-09 04:25
Group 1 - European countries exhibit a sense of "victory" over China, seeking to acquire rare earth resources while simultaneously attempting to suppress China through restrictive measures, reflecting a typical "bullying" behavior of Western nations [1] - The EU Ambassador to China emphasized the urgency of resolving Europe's rare earth needs within a month, warning that failure to do so could severely impact high-level meetings between China and the EU [3] - Despite engaging in friendly talks with China, the EU has raised tariffs on Chinese electric vehicles to 35% and restricted Chinese medical devices from entering the European market, indicating a dual strategy of maintaining a friendly facade while implementing sanctions [3] Group 2 - Western countries do not view China as an equal partner, focusing instead on the United States, which they regard as a dominant force, even at the cost of their own national interests [5] - European nations continue to criticize China for alleged military support to Russia, despite China's assurances of non-support, highlighting a contradiction in their diplomatic approach [5] - The historical context of Western imperialism in China contributes to a persistent arrogance among European nations, leading them to adopt aggressive commercial policies against China [7] Group 3 - In response to Europe's disregard for China's goodwill, China has implemented measures such as banning European companies from participating in government procurement projects exceeding 45 million RMB for medical devices and imposing a maximum anti-dumping tax of 34.9% on European cognac [7] - These actions signify China's shift from its historical position, showcasing its status as the world's second-largest economy and a military power capable of responding to European challenges [7]
摩根士丹利:中国经济-关税休战期间出口环比趋稳
摩根· 2025-06-10 02:16
Investment Rating - The report does not explicitly provide an investment rating for the industry [1] Core Insights - Exports have stabilized sequentially amid a tariff truce, with nominal exports rising 0.8% month-over-month seasonally adjusted, following a decline of 0.4% in April [5][11] - Exports to Europe improved significantly, increasing by 9% cumulatively over the past three months, partly due to a ~10% depreciation of the RMB against the EUR since the end of January [3][11] - The outlook for export growth is cautious, with expectations of 0% nominal export growth for 2025, indicating a potential decline of approximately -5% year-on-year in the second half of the year [4] Summary by Sections Export Performance - In May 2025, exports totaled $316 billion, showing a year-on-year increase of 4.8% [6] - Exports to the US contracted at a milder pace of -8% month-over-month seasonally adjusted after a significant drop of -25% in April [11] - Consumer goods exports showed a rebound, aligning with their high elasticity of demand, while rare earth exports continued to decline [11] Import Trends - Imports totaled $213 billion in May 2025, reflecting a year-on-year decline of -3.4% [6] - The decline in imports was driven by a persistent decrease in commodity volumes and prices, indicating weaker global and domestic demand [3][11] - Notable declines in specific products included unwrought copper and products (-16.9%), steel products (-20.0%), and crude petroleum oil (-22.1%) [6] Trade Balance - The trade balance for May 2025 was reported at $103 billion, an increase from $96 billion in April [6] - The overall trade balance for the first five months of 2025 reached $273 billion, compared to $298 billion in the same period of 2024 [6]
“稀土小强”缅甸,为何如此重要?
Mei Ri Jing Ji Xin Wen· 2025-03-31 15:57
Core Viewpoint - The recent 7.9 magnitude earthquake in central Myanmar has raised global concerns, resulting in significant casualties and potential disruptions to the country's critical mineral supply chains, particularly in rare earth elements and tin production [1][3]. Mineral Industry Impact - Myanmar is a major global producer of antimony, tin, and rare earth elements, with rare earths accounting for approximately 60% of China's total imports [3][9]. - The earthquake's impact on the rare earth supply chain is uncertain, with expectations that imports may not recover in the short term due to potential disruptions in production and transportation [13][14]. - Myanmar's rare earth production has seen significant growth, reaching 31,000 tons in 2020, but is projected to decline to 31,000 tons in 2024, representing 7.9% of global production [9][12]. Tin Production Insights - Myanmar ranks as the third-largest tin producer globally, with significant contributions from the Wa region, which accounts for 90% of the country's tin output [14][16]. - The earthquake may lead to increased risks of mine collapses and equipment damage, potentially halting production and affecting the supply chain [14][16]. - Tin prices have experienced volatility, with a notable increase from 211,000 CNY/ton to a peak of 290,500 CNY/ton, driven by supply constraints and geopolitical tensions [16]. Geographical and Economic Context - Myanmar's strategic location between China and the Indian Ocean makes it a vital source of various minerals for China [3][17]. - The city of Mandalay, significantly impacted by the earthquake, serves as a crucial hub for jade trade and connects major mining areas to Chinese markets, highlighting the deep economic ties between Myanmar and China [17].