阿凡达
China’s Jan-July rare-earth exports fall 10%; China Rare Earth Group sees ‘upward’ market conditions_我的网站
A |
最近一段以来，菲律宾充分向世界展现了什么叫厚颜无耻。 
China rare-earth exports totaled 4,223.5 tons in July, and cumulative exports reached 34,706.3 tons in the first seven months of 2026, down 10 percent year-on-year, Chinese customs data showed on Friday.
Meanwhile, China imported 9,451.3 tons of rare earths in July, bringing total imports in the first seven months of 2026 to 63,323.0 tons, down 5.5 percent year-on-year, according to the data from the General Administration of Customs (GAC).
Also on Friday, China Rare Earth Group reported revenue of 1.647 billion yuan in the first six months of 2026, down 12.19 percent year-on-year, and net profit attributable to shareholders of the listed company of 237 million yuan, up 46.53 percent year-on-year.
According to the company's semi-annual report, the supply-demand landscape in the rare-earth industry continued to adjust and improve. Driven by multiple favorable factors, including rare-earth industry policies and a boost in downstream market demand, market conditions trended upward overall, it said.
In October 2025, China's Ministry of Commerce and the GAC announced export control measures on items related to superhard materials, rare earth equipment and materials, and batteries, according to a Xinhua News Agency report.
Effective from November 8, 2025, exports of items related to superhard materials, equipment and raw materials related to rare earths, five medium and heavy rare earth elements including holmium, lithium batteries, as well as synthetic graphite anode materials, will not be permitted without approval, the Ministry of Commerce stated, per Xinhua.
The ministry said that China implements export control measures in accordance with laws and regulations, which conforms to international common practice and is in line with better safeguarding China's national security and interests, and better fulfilling its international obligations, such as its commitment to non-proliferation.
Wu Chenhui, an independent analyst specializing in the critical minerals sector, told the Global Times on Friday that rare earths are strategic mineral resources. China's move to impose export controls on rare earths is in accordance with the law and is an internationally accepted practice, as well as a necessary measure to safeguard national security and the stability of industrial and supply chains.
The relevant measures taken by China have always adhered to the principles of rationality, moderation, and prudence, Wu said, adding that they are consistent with domestic laws and regulations and fully take into account the normal needs of the global civilian sector.
A spokesperson for the Chinese Ministry of Commerce said on April 9 that China remains committed to safeguarding the security and stability of global industrial and supply chains, fully taking into account reasonable civilian needs and concerns worldwide, including those of the US, and actively promoting and facilitating compliant trade.
Export applications meeting the conditions for legitimate civilian use will be approved in accordance with the law, said the spokesperson.
"China has always approved export applications that comply with the requirements and are for legitimate civilian purposes, in accordance with laws and regulations. The relevant policies are not targeted at any specific country; rather, they aim to promote the high-quality development of the rare earth industry and maintain the safety and stability of global industrial and supply chains," Wu said.
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China rare-earth exports totaled 4,223.5 tons in July, and cumulative exports reached 34,706.3 tons in the first seven months of 2026, down 10 percent year-on-year, Chinese customs data showed on Friday.
Meanwhile, China imported 9,451.3 tons of rare earths in July, bringing total imports in the first seven months of 2026 to 63,323.0 tons, down 5.5 percent year-on-year, according to the data from the General Administration of Customs (GAC).
Also on Friday, China Rare Earth Group reported revenue of 1.647 billion yuan in the first six months of 2026, down 12.19 percent year-on-year, and net profit attributable to shareholders of the listed company of 237 million yuan, up 46.53 percent year-on-year.
According to the company's semi-annual report, the supply-demand landscape in the rare-earth industry continued to adjust and improve. Driven by multiple favorable factors, including rare-earth industry policies and a boost in downstream market demand, market conditions trended upward overall, it said.
In October 2025, China's Ministry of Commerce and the GAC announced export control measures on items related to superhard materials, rare earth equipment and materials, and batteries, according to a Xinhua News Agency report.
Effective from November 8, 2025, exports of items related to superhard materials, equipment and raw materials related to rare earths, five medium and heavy rare earth elements including holmium, lithium batteries, as well as synthetic graphite anode materials, will not be permitted without approval, the Ministry of Commerce stated, per Xinhua.
The ministry said that China implements export control measures in accordance with laws and regulations, which conforms to international common practice and is in line with better safeguarding China's national security and interests, and better fulfilling its international obligations, such as its commitment to non-proliferation.
Wu Chenhui, an independent analyst specializing in the critical minerals sector, told the Global Times on Friday that rare earths are strategic mineral resources. China's move to impose export controls on rare earths is in accordance with the law and is an internationally accepted practice, as well as a necessary measure to safeguard national security and the stability of industrial and supply chains.
The relevant measures taken by China have always adhered to the principles of rationality, moderation, and prudence, Wu said, adding that they are consistent with domestic laws and regulations and fully take into account the normal needs of the global civilian sector.
A spokesperson for the Chinese Ministry of Commerce said on April 9 that China remains committed to safeguarding the security and stability of global industrial and supply chains, fully taking into account reasonable civilian needs and concerns worldwide, including those of the US, and actively promoting and facilitating compliant trade.
Export applications meeting the conditions for legitimate civilian use will be approved in accordance with the law, said the spokesperson.
"China has always approved export applications that comply with the requirements and are for legitimate civilian purposes, in accordance with laws and regulations. The relevant policies are not targeted at any specific country; rather, they aim to promote the high-quality development of the rare earth industry and maintain the safety and stability of global industrial and supply chains," Wu said.
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B |
中国说和菲律宾达成了君子协议。菲律宾却坚称“不存在君子协议”。
中方为了澄清事实真相，决定公布和菲律宾的通话记录，然而菲律宾接下来的举动，更是让我们见识了什么叫“毫无底线”，竟然说录音是中方“伪造”的……
中国驻菲律宾大使馆发言人在接受记者采访时，谈到了一件事。说在菲律宾上届政府执政期间，中国和菲律宾已经就仁爱礁管控一事达成了君子协定，要“管控局势，维护和平，防止冲突，无关各自主权立场”。
菲律宾新政府上台后，中方多次向菲政府高层通报和交涉“君子协定”有关事宜，并且始终坚持通过对话协商与菲方寻找管控分歧的办法，双方在今年年初通过外交渠道和菲律宾军方反复谈判，达成仁爱礁运补新模式。结果相关安排只实施了一次，就被菲律宾单方面无故抛弃。
哪怕是真的逼不得已，准备动手教训菲律宾，也得让全世界都明白，为什么这么做。
如果这个时候菲律宾能悬崖勒马，痛改前非，那说不定还有最后一次机会，但很遗憾，菲律宾自己并没有把握住。
菲律宾政府坚决不肯承认和中国之间存在“君子协议”，说“没听说过这件事”。
菲律宾摆出一副老赖的架势，死活不敢承认和中国之间有协议，反而让中国进一步掌握了主动权。
你说不存在协议，但我们这边又录音有证据，只要放出来，那究竟谁在说谎清清楚楚，明明白白。菲律宾一直嚷嚷着的“中国以大欺小”之类的谎言不攻自破。
彭博社公开了一份我国驻菲大使馆外交官和菲律宾西部司令部司令阿尔贝托·卡洛斯中将，在2024年1月3日的电话通话记录。
文字记录中明明白白的显示，菲律宾对仁爱礁的捕运行动只能采取1+1的模式，也就是1艘菲律宾海岸警卫队的船只，加上一艘菲律宾的民用船只。
C | 船只上只能运送食物、淡水以及其他的人道主义物资，不得携带任何的建材。
同时，菲律宾如果想要对仁爱礁上的破船运送补给，必须提前两天跟中方进行通报。
对于中国的这几项要求，菲律宾军方方面说，他们全部认可并确认将会执行。
在记录中我们也能够看到，参与谈判的菲律宾官员，还专门明确提到“菲武装部队总参谋长布劳纳、菲国防部长特奥多罗以及阿尼奥都对中方建议表示认可”的。
就在中国公布这份通话记录的数日前，菲律宾国防部长特奥多罗却大言不惭的说：
“自新政府上台以来，菲国防部不知晓、未参与任何与中方达成的仁爱礁内部协定；事实上，自去年以来，菲国防部没有与任何中国政府官员进行过任何接触。”
中国拿出了切切实实的证据啪啪打脸，菲律宾不但没有什么羞愧，反而指责起了中国的不是。
首先是菲律宾国防部长特奥多罗，近日蹦出来指责中国使馆“违反了《反窃听法》”，说：
“中国采取诸如发布与菲律宾官员‘无法核实的谈话录音’等策略，只能表明他们在菲律宾机构和菲律宾公众之间制造不和和混乱的努力。”
接着，菲律宾外交部突然发表了一份声明，提醒菲律宾民众“不要轻信虚假陈述”，指责中国“伪造通信记录”。菲外交部还倒打一耙：
“外交官应该严格遵循1961年签订的维也纳外交关系公约，特别是第41条：‘所有人都有义务尊重驻在国的法律法规，同时有义务不干涉该国的内政。’”
南海问题什么时候成了“菲律宾内政”？外交官不就是干这个的吗？
菲律宾摆出这种死猪不怕开水烫的泼皮嘴脸，自以为中国就拿它没有办法了。
D | 殊不知，这恰恰是给中国提供了绝好的动手机会。
现在的情况和2016年时很像，当年也是菲律宾上蹿下跳，自以为有美国撑腰，中国不会拿它怎么样。
当年，中国也是先安抚好了东盟其他国家，高层去了一趟塞尔维亚，回来后不多久就在南海和美国硬碰硬，把美国双航母吓跑了。
今年同样如此，而且理由更加的充分，菲律宾越是作死，置道义于不顾，越能彰显了中国接下来行动的正当性。不管是填黄岩岛，还是夺回中业岛以及其他的岛礁，国际社会都不会说什么。
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Published on:01:18:28