据悉，去年12月，商务部、科技部公布《中国禁止出口限制出口技术目录》中，把稀土的提炼、加工和利用技术列入禁止出口的技术目录之中。银河证券近期研报指出，在可能面临新一轮贸易战的情况下，稀土作为我国优势金属，或将被市场预期成为政策上可选择的反制工具，迎来更多的政策支持。Rare earth concept stocks rose early in trading. As of the time of reporting, china rareearth (00769) increased by 4.6%, priced at HKD 0.455; jl mag rare-earth (06680) rose by 4.37%, priced at HKD 10.52.
According to the Zhihu Finance app, rare earth concept stocks rose early in trading. As of the time of reporting, china rareearth (00769) increased by 4.6%, priced at HKD 0.455; jl mag rare-earth (06680) rose by 4.37%, priced at HKD 10.52.
In recent news, the Ministry of Commerce announced it would strengthen export controls on dual-use items to the usa, prohibiting exports of dual-use items to military users or for military purposes, and generally not allowing the export of gallium, germanium, antimony, and superhard materials related to dual-use items to the usa. citic sec stated that currently, china is the world's largest producer of gallium, germanium, and antimony. The export controls on key metal resources are expected to enhance their global strategy and hold significant strategic importance for maintaining national security and interests. It is not excluded that subsequent export control policies may extend to tungsten, rare earth metals, and other strategic metals.
It was reported that in December of last year, the Ministry of Commerce and the Ministry of Technology published the "Catalogue of Technologies Prohibited from Export or Restricted from Export in China," which included the extraction, processing, and utilization technologies of rare earths in the list of prohibited export technologies. Recent research reports from Galaxy Securities pointed out that in light of a potential new round of trade war, rare earths, being an advantageous metal for china, could be anticipated by the market to serve as a politically selectable countermeasure and receive more policy support.
