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China’s Jan-July rare-earth exports fall 10%; China Rare Earth Group sees ‘upward’ market conditions_我的网站

潜行狙击

A | 　　中新社北京8月21日电 (记者赵建华)今年，中国继续实施更加积极的财政政策。

Rare earth File photo:VCG
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.
。中国财政部副部长廖岷21日在北京表示，下半年根据宏观经济运行情况，财政部将及时谋划出台务实管用的增量政策。　　在国新办当天举行的新闻发布会上，谈及更加积极的财政政策时，廖岷列举了三组数据：今年，财政支出预算安排首次超过30万亿元(人民币，下同)；新增政府债券规模达到11.89万亿元，为历年来力度最大；中央对地方转移支付连续第四年超过10万亿元，达到10.42万亿元。从财政支出结构看，持续挖掘内需潜力，增进民生福祉，支持培育壮大新质生产力，协同推进促发展和防风险。　　廖岷举例说，消费方面，下达消费品以旧换新资金1875亿元，带动相关商品销售额约1.32万亿元，惠及1.78亿人次；创新推出财政金融协同促内需一揽子政策，已惠及居民1.13亿人次；在50个试点城市开展有奖发票活动，带动相关领域销售额超3700亿元。投资方面，加快超长期特别国债发行使用，其中8000亿元“两重”资金已全部下达，支持1417个重点领域重大项目建设；发挥地方政府专项债券带动作用，截至7月底全国已发行2026年新增专项债券2.4万亿元，支持建设项目超过1.8万个。　　同时，下达2000亿元超长期特别国债资金支持大规模设备更新，促进重点产业提质升级。实施财政奖补政策，支持1500余家专精特新“小巨人”企业攻坚新技术。政府性融资担保累计支持超3.8万家中小科创企业获得约1500亿元贷款。积极有序化解地方政府债务风险，截至7月底各地发行置换债券1.73万亿元，完成今年2万亿元额度的86.7%。　　下半年，还有2万多亿元地方政府专项债券和超长期特别国债待发行使用。廖岷说，将抓紧指导地方组织好债券发行，加强项目前期准备，推动项目尽快开工建设，形成更多实物量。同时，优化实施财政金融协同促内需一揽子政策，发行3000亿元特别国债支持有关中央金融企业补充资本。

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