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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

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Rare earth  File photo:VCG
    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.
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近日,人工智能大模型价格竞争日益激烈,多家美国人工智能公司下调大模型使用价格。
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美国开放人工智能研究中心OpenAI21日表示,当天起将把面向开发者端的前沿人工智能大模型——GPT-5.6 Sol模型基准价格下调逾20%,调整后的优惠价格三个月有效。上月底,OpenAI还下调了旗下其他模型的价格。其中,中端模型的价格下调20%,低成本模型的价格下调80%。

二 | 此外,字母表公司旗下的谷歌日前发布了Gemini 3.7 Flash,并同步下调定价,价格约为上一版本的一半。

三 | 有美媒分析认为,人工智能大模型价格竞争日益激烈,来自中国的部分人工智能公司的大模型的开源和定价策略给美国的公司带来了压力。

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Published on:12:18:45


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