2026 年以来，我国轻稀土价格持续上行，较年初涨幅已超过 26%，稀土产业链景气度显著回升稀土永磁被誉为 "工业维生素"，是现代工业与高端制造不可或缺的战略性原材料，在军工、民用领域均具有不可替代的作用。
老美将于13日-15日访华，双方拟讨论设立美中贸易委员会、美中投资委员会及航空、农业、能源等领域合作，稀土无疑是至关重要的谈判筹码。
未来，随着新能源汽车、人形机器人、低空经济等新兴领域需求持续释放，叠加供给端刚性约束，稀土永磁行业有望保持长期景气发展态势。
China Issues First Batch of Streamlined Rare Earth Export LicensesChina has issued the first batch of new rare earth export licenses that should accelerate shipments to certain customers, Reuters reported, citing a source.
China began designing a new streamlined rare earth licensing regime centered on so-called "general licenses" after a late-October meeting between the leaders of China and the United States that helped ease trade tensions, Reuters exclusively reported in early November.
Chinese magnet maker JL Mag Rare Earth has received licenses for nearly all of its clients, while Ningbo Yunsheng and Beijing Zhong Ke San Huan High-Tech have secured licenses for some of their clients, the source said.
While China has said little publicly about the new licenses, Reuters reported last month that they would supplement the existing licensing regime, not replace it, be valid for a year and allow much larger volumes of exports.
Currently only large rare earth companies are eligible to apply for general licenses, however, eligibility will widen if the regime is a success, the source said.
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