AI Generated Image

Two major stock market indexes S&P 500 and Nasdaq Composite on Thursday dropped 0.28% and 0.08%, respectively, pulling back from their record high closes set a day earlier. The Dow Jones Industrial Average, edged down 0.52%, recording four straight sessions of declines. 

Rare earth and critical mineral shares are among a few of winners that session. USA Rare Earth stock jumped 15%, NioCorp Developments and Ramaco Resources gained around 12%, Energy Fuels popped over 9%, and Albemarle climbed more than 5%. Shares of Trilogy Metals, surged 211% on Tuesday after the White House confirmed a partnership that give the Pentagon a 10% stake in Canadian miner, finished Thursday with a stock bounce of 3.8%. 

Stocks of Lithium Americas, a Canadian miner that the U.S. Department last month agreed to take a 5% equity stake in, and MP Materials, America’s only integrated rare earth producer, rose over 2%.  Owning the only operational rare earth mine in the U.S., MP Materials on July 10 said the U.S. Defense Department will become its largest shareholder after it agreed to buy $400 million of its preferred stock. 

The Chinese government earlier Thursday announced export control measures on items related to superhard materials, rare earth equipment and materials, and batteries, effective on November 8, the state news agency Xinhua reported. 

The move was made to safeguard national security and interests and to uphold international commitments including non-proliferation,China's Ministry of Commerce (MOFCOM) announced in two separate statements on its website. 

"The two announcements, identified as Announcement No. 61 and No. 62 of 2025, are in accordance with relevant regulation including the Export Control Law and the Regulations on the Export Control of Dual-Use Items, with the approval of the State Council of China," a spokesperson for the ministry responded to a query about new export controls.

Announcement No. 61 requires foreign entities to apply for a license if they want to export products with certain rare-earth items sourced from China accounting for at least 0.1% of the good’s total value. Technologies and relevant date related to rare earth mining, smelting and separation, metal smelting, magnetic material manufacturing, and rare earth secondary resource recycling, as well as the assembly, debugging, maintenance, repair, and upgrade of related production lines are prohibited from export without permission, according to the announcement. 

Export applications for the ultimate purpose of research and development (R&D), and production of 14-nanometer-and-below logic chips, the “brains” of electronic devices, memory chips with 256-layers or more, as well as manufacturing equipment, testing equipment and materials for manufacturing the semiconductors using the aforementioned process, or the R&D of artificial intelligence (AI) with potential military applications, will be subject to approval on a case-by-case basis, per the announcement.

Announcement No. 62 aims to impose restrictions on rare earth-related technologies. Exports of rare earth metals and oxide manufactured outside China yet involving Chinese relevant technologies in the process of rare earth mining, smelting and separation, metal smelting, magnetic material manufacturing, or rare earth secondary resource recycling should not be permitted without the export license.

Besides, other announcements the ministry issued target export curbs on five more rare earths, including holmium, europium, ytterbium, thulium, erbium-- plus certain lithium-ion batteries, graphite anodes and synthetic diamonds, as well as some equipment for making those materials.

The upcoming export controls on rare earth-related technologies complies with international norms for managing dual-use items, the China Chamber of Commerce to the EU (CCCEU) said on Thursday. It stress in a statement that China's transparent licensing and approval mechanism will provide support to the European Union firms that have legitimate trade needs.  "Amid burgeoning China-EU cooperation, EU companies need not overstate concerns about the impact of China's rare earth export controls," the chamber said. 

"In terms of the international situation, some countries, led by the US, have imposed high tariffs and technology blockades on China. By employing compliant measures to reasonably implement rare-earth controls, China can better protect its own trade interests," the CCCEU said in a statement.

本文系作者 Li_Dan 授權(quán)鈦媒體發(fā)表,并經(jīng)鈦媒體編輯,轉(zhuǎn)載請注明出處、作者和本文鏈接。
本內(nèi)容來源于鈦媒體鈦度號,文章內(nèi)容僅供參考、交流、學(xué)習(xí),不構(gòu)成投資建議。
想和千萬鈦媒體用戶分享你的新奇觀點和發(fā)現(xiàn),點擊這里投稿 。創(chuàng)業(yè)或融資尋求報道,點擊這里。

敬原創(chuàng),有鈦度,得贊賞

贊賞支持
發(fā)表評論
0 / 300

根據(jù)《網(wǎng)絡(luò)安全法》實名制要求,請綁定手機號后發(fā)表評論

登錄后輸入評論內(nèi)容

快報

更多

14:30

3月31日全國農(nóng)產(chǎn)品批發(fā)市場豬肉平均價格為15.31元/公斤,比昨天下降1.0%

14:25

工信部:前2個月我國集成電路設(shè)計收入636億元,同比增長15.7%

14:23

工信部:前2個月我國軟件業(yè)務(wù)收入21534億元,同比增長11.7%

14:17

聯(lián)合利華與味可美就食品業(yè)務(wù)進行深入談判,最早于今日達(dá)成協(xié)議

14:16

南向資金凈買入額達(dá)50億港元

14:02

英國第四季度GDP年率終值為1%

13:58

吉利旗下沃飛長空增資至3.6億

13:55

瑞銀:預(yù)計到年底金價將逐漸回落,未來幾年將走低

13:54

光纖概念震蕩回升,特發(fā)信息漲停

13:51

高盛:參考1990年石油危機,美聯(lián)儲終將降息

13:50

創(chuàng)新藥概念午后再度活躍,海創(chuàng)藥業(yè)漲超11%

13:50

支付寶發(fā)布國內(nèi)首個“支付集成Skill”

13:46

騰訊WorkBuddy小程序上線,支持"云端+本機"雙模式運行

13:39

寧波商業(yè)航天產(chǎn)業(yè)基地項目將于4月開啟招標(biāo),預(yù)計總投資額86.6億

13:39

滬深京三市成交額超1.5萬億元,較上日此時放量62億元

13:29

瑞銀:中國市場調(diào)整或已過度,優(yōu)質(zhì)AI股票迎來布局窗口

13:24

北京消費品以舊換新政策持續(xù)落地,帶動銷售額約50億元

13:23

全國新能源汽車動力電池溯源信息平臺正式啟動

13:22

深圳:規(guī)模建設(shè)先進級智能工廠

13:20

摩托車概念異動,宏昌科技走出20cm2連板

掃描下載App