行业点评|中美贸易摩擦或再度升级,我国稀土出口管制趋严且首次覆盖半导体或对海外半导体制程产生约束【华西有色-晏溶团队】

环保有色溶易看
Oct 12

事件概述10 月9 日,商务部发布61 号、62 号公告,商务部、海关总署分别发布2025年第56号及57号公告,分别公布了对部分稀土设备和原辅料相关物项实施出口管制的决定及对部分中重稀土相关物项实施出口管制的决定,把“设备+原辅料”与“新增5种中重稀土物项”纳入出口管制,且已于2025年11月8日起正式实施,并同步更新两用物项出口管制清单。这一轮调控不仅延续了以往对稀土产品出口的严格管理,更显著...

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