中国放宽稀土出口限制以挽救无人机产业

基础金属	铜电解铜铜精矿铜管铜棒废铜铜排铜合金精铜杆再生铜杆铜板带铝铝土矿氧化铝电解铝铝辅料铝棒铝合金锭废铝铝杆铝型材铝板卷铅铅精矿铅锭铅蓄电池再生精铅还原铅废铅蓄电池铅合金锌锌精矿电解锌锌合金氧化锌锌粉锡锡精矿锡锭锡材镁
稀有金属	稀土稀土矿稀土氧化物稀土金属钕铁硼稀散金属锑铋铟锗镓硒钽锆贵金属白银钨钨精矿 APT(仲钨酸铵)钨粉碳化钨钨酸钠钨条钨铁钨材钼钼精矿工业氧化钼钼铁钼化工高纯三氧化钼钼金属钛钛精矿钛渣四氯化钛海绵钛钛金属钛白粉硒
新能源	锂锂矿锂化合物金属锂镍镍矿镍铁精炼镍镍盐高冰镍 MHP 钴电解钴钴粉氯化钴四氧化三钴硫酸钴钴中间品氧化钴碳酸钴钴酸锂锰锰矿电解锰电池级硫酸锰锂电正负极三元前驱体磷酸铁正极材料石油焦针状焦包覆沥青人造石墨硅碳负极硅氧负极硅

基础金属

铜电解铜铜精矿铜管铜棒废铜铜排铜合金精铜杆再生铜杆铜板带铝铝土矿氧化铝电解铝铝辅料铝棒铝合金锭废铝铝杆铝型材铝板卷铅铅精矿铅锭铅蓄电池再生精铅还原铅废铅蓄电池铅合金锌锌精矿电解锌锌合金氧化锌锌粉锡锡精矿锡锭锡材镁

稀有金属

稀土稀土矿稀土氧化物稀土金属钕铁硼 稀散金属锑铋铟锗镓硒钽锆 贵金属白银钨钨精矿 APT(仲钨酸铵)钨粉碳化钨钨酸钠钨条钨铁钨材钼钼精矿工业氧化钼钼铁钼化工高纯三氧化钼钼金属钛钛精矿钛渣四氯化钛海绵钛钛金属钛白粉硒

新能源

锂锂矿锂化合物金属锂镍镍矿镍铁精炼镍镍盐高冰镍 MHP 钴电解钴钴粉氯化钴四氧化三钴硫酸钴钴中间品氧化钴碳酸钴钴酸锂锰锰矿电解锰电池级硫酸锰 锂电正负极三元前驱体磷酸铁正极材料石油焦针状焦包覆沥青人造石墨硅碳负极硅氧负极硅

中国放宽稀土出口限制以挽救无人机产业

2025-05-27 09:50:13 来源：mining 责任编辑：管理员

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据台湾《电子时报》周日发布的报道，鉴于稀土出口管制措施被指抑制产业增长（尤其是无人机制造领域），中国似乎已放宽对稀土元素（REEs）的出口限制。

消息人士向《电子时报》透露，近几周中国已逐步放宽对钕等稀土元素的出口管制。自 2023 年底中国首次对稀土开采和分离技术实施限制以来，国内无人机制造商已面临明显的生产延误。

稀土（包含 17 种对高科技和清洁能源应用至关重要的元素）长期以来都是中国的战略资源，中国控制着全球 60% 以上的稀土供应。今年，随着与美国贸易紧张局势升级，中国将七种稀土矿物列入出口管制清单，新限制还涵盖钕铁硼磁体等制成品 —— 这些产品是汽车、半导体等多个领域的核心部件。

《电子时报》援引的消息人士称，中国无人机制造商是受出口管制冲击最大的行业之一，因为稀土磁体是高性能电机的关键组件。行业专家指出，钕铁硼磁体尤其能让无人机发动机更轻便、高效，同时具备更大扭矩和速度。

报道称，早期的管制措施导致数百台电机卡在生产最后阶段，原定于 2024 年下半年交付的无人机订单因此延误。但该通讯社称，在北京与华盛顿的幕后谈判后，供应链现已开始恢复正常。

这一事件凸显了全球两大经济体在关键材料领域的相互依赖：美国面临稀土储备减少的压力，而中国则需应对库存积压带来的风险。尽管北京尚未正式宣布政策调整，但行业消息人士向《电子时报》表示，他们已观察到执法力度的软化，延误的无人机 shipments 预计将按时交付。

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中国放宽稀土出口限制以挽救无人机产业

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