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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

饭局狼人杀

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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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原标题：NVIDIA CFO：要让玩家明白显卡价格已经降到正常水准近日，在高盛最新的一次技术会议上，NVIDIA现任CFO（首席财务官）Colette Kress发表了长达四十分钟的演讲，着重提到了当前的游戏显卡生产过剩危机。

B | 在演讲中，她表示，目前玩家对于显卡有着相当高的要求，但依旧有很多成品积压在仓库中，这使得他们需要让用户明白现在的显卡价格已经接近正常水平。而根据NVIDIA财务总监的说法，公司目前正在努力通过定价方式摆脱多余的库存，预计在几个季度之后，就能够恢复正常化。值得一提的是，根据Colette的介绍，在过去五年，NVIDIA的游戏部门收入平均每年都会提升20%，其中有一半左右来自显卡售价的增长，另一半则来自于显卡销售数量的增长。自从疫情开始，NVIDIA的游戏部门收入已经增长了70%，这很大程度上是因为显卡平均价格与出货量的提升。同时，NVIDIA管理层认为，从长远来看，游戏显卡的定位将有机会进一步增长，只是现在的条件并不利与此。