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Sector radar / Critical minerals
Sector brief: what Chinese policy is doing in this sector, how it treats foreign firms, who is named, and what China sells abroad. Every figure links to its documents. Goods: Rare-earth metals (2805.30) and compounds (2846), permanent magnets (8505.11).
EU target: Critical Raw Materials Act, Regulation (EU) 2024/1252: rare earths are strategic raw materials; benchmark: no more than 65% of the EU's annual consumption of each from a single third country by 2030. China supplies 83% of the EU's imports of these goods from outside the EU (2025; imports, not consumption).
Next five years: named in 13 of the 15 15th Five-Year Plan outlines held (9.5 mentions per 100k characters), against 5 of 7 14th-plan outlines (1.6): 6.1× as dense; up in 2 and down in 1 of the 4 places with both. Inner Mongolia: “构建现代化产业体系取得积极成效，80多种产品产能全国第一，乳制品、稀土新材料、现代煤化工入选国家级先进制造业集群，绿色氢氨醇产业加速起势，算力和智算规模居全国前列。” (outline) Plan watch.
Documents held, so collection shapes the curve; the momentum ratio is relative to the corpus.
| Heading | world | growth/yr | EU-27 | EU since 2023 | share of EU imports |
|---|---|---|---|---|---|
| Rare-earth metals 280530 | $141m | 3% | $8m | 11% | 78% |
| Rare-earth compounds 2846 | $371m | 2% | $77m | 22% | 37% |
| Permanent magnets 850511 | $3.0bn | 7% | $1.0bn | -20% | 88% |
EU price and volume: imports from China €23.43/kg against €18.30/kg from other suppliers in 2025 (28%; 83% in 2023). Volume since 2023: China 4%, others -24%.
| Date | Central document | provinces | median lag | |
|---|---|---|---|---|
| 2026-07-03 | 商务部新闻发言人就对日相关出口管制措施答记者问 Spokesperson for the Ministry of Commerce Answers Journalists’ Questions on Export Control Measures Relating … |
0 | 130 d old | trace → |
| 2026-04-17 | 商务部回应稀土出口管制：中美将通过经贸磋商机制保持沟通 Ministry of Commerce responds to rare-earth export controls: China and the US will maintain communication thr… |
0 | none held | trace → |
| 2026-02-24 | 商务部新闻发言人就对日相关出口管制措施答记者问 Spokesperson for the Ministry of Commerce Answers Journalists’ Questions on Export Control Measures Relating … |
0 | none held | trace → |
| 2026-01-06 | 商务部新闻发言人就加强两用物项对日本出口管制答记者问 Spokesperson for the Ministry of Commerce Answers Journalists’ Questions on Strengthening Export Controls on … |
0 | none held | trace → |
| 2025-12-19 | 商务部新闻发言人就已批准稀土部分通用许可申请答记者问 Spokesperson for the Ministry of Commerce Answers Journalists’ Questions on the Approval of Applications for … |
0 | none held | trace → |
| 2025-12-31 | 商务部 海关总署公布2026年度《两用物项和技术进出口许可证管理目录》 The Ministry of Commerce and the General Administration of Customs have published the 2026 ‘Catalogue for the… |
0 | none held | trace → |
| 2025-11-07 | 商务部、海关总署公告2025年第70号 公布暂停实施商务部、海关总署公告2025年第55号、56号、57号、58号及商务部公告2025年第61号、… Announcement No. 70 of 2025 by the Ministry of Commerce and the General Administration of Customs: Announceme… 商务部公告2025年第70号 |
0 | none held | trace → |
| 2025-02-04 | 商务部 海关总署公告2025年第10号 公布对钨、碲、铋、钼、铟相关物项 实施出口管制的决定 Announcement No. 10 of 2025 by the Ministry of Commerce and the General Administration of Customs: Announceme… 商务部公告2025年第10号 |
0 | none held | trace → |
Across all State Council directives the median lag to a province's implementing document is about 151 days (middle half 84–259).
| Province | documents (36 m) | leans | with money | favouring | local-only programmes | |
|---|---|---|---|---|---|---|
| Beijing | 1 | – | 0 | 0 | 13% of 100 | exposure → |
| Inner Mongolia | 1 | – | 0 | 0 | 1% of 154 | exposure → |
| Sichuan | 1 | – | 0 | 0 | 8% of 451 | exposure → |
| 2026-07-03 | 商务部新闻发言人就对日相关出口管制措施答记者问 Spokesperson for the Ministry of Commerce Answers Journalists’ Questions on Export Control Measures Relating … |
| 2026-04-17 | 商务部回应稀土出口管制：中美将通过经贸磋商机制保持沟通 Ministry of Commerce responds to rare-earth export controls: China and the US will maintain communication thr… |
| 2026-02-24 | 商务部新闻发言人就对日相关出口管制措施答记者问 Spokesperson for the Ministry of Commerce Answers Journalists’ Questions on Export Control Measures Relating … |
| 2026-01-06 | 商务部新闻发言人就加强两用物项对日本出口管制答记者问 Spokesperson for the Ministry of Commerce Answers Journalists’ Questions on Strengthening Export Controls on … |
| 2025-12-31 | 商务部 海关总署公布2026年度《两用物项和技术进出口许可证管理目录》 The Ministry of Commerce and the General Administration of Customs have published the 2026 ‘Catalogue for the… |
| 2025-12-19 | 商务部新闻发言人就已批准稀土部分通用许可申请答记者问 Spokesperson for the Ministry of Commerce Answers Journalists’ Questions on the Approval of Applications for … |
| 2025-11-07 | 商务部、海关总署公告2025年第70号 公布暂停实施商务部、海关总署公告2025年第55号、56号、57号、58号及商务部公告2025年第… Announcement No. 70 of 2025 by the Ministry of Commerce and the General Administration of Customs: Announceme… 商务部公告2025年第70号 |
| 2025-10-09 | 商务部 海关总署公告2025年第58号 公布对锂电池和人造石墨负极材料相关物项实施出口管制的决定 Announcement No. 58 of 2025 by the Ministry of Commerce and the General Administration of Customs: Announceme… 商务部公告2025年第58号 |
| 2026-08-12 | 包头市人民政府办公室关于公布包头市本级、稀土高新区行政执法主体的通知 notice · General Office of the Baotou Municipal People's Government |
| 2026-04-27 | 四川省伴生放射性矿开发利用企业名录（2026）序号企业名称所属辖区矿产类别四川省乐山锐丰冶金有限公司乐山市稀土乐山盛和稀 Document · Sichuan Provincial People's Government |
| 2024-11-19 | 北京市经济和信息化局关于印发《北京市石墨烯产业发展实施方案（2024-2027年）》的通知 Notice from the Beijing Municipal Bureau of Economy and Information Technology on the Issuance of the ‘Implem… Beijing Municipal Bureau of Economy and Information Technology |
| 2022-10-19 | 龙岩市人民政府关于授予福建省长汀金龙稀土有限公司等三家企业第四届龙岩市政府质量奖的通知 notice · Longyan Municipal People's Government |
| 2018-10-25 | 泉州市人民政府办公室关于印发泉州市石墨烯产业发展路线图（2018—2025年）的通知 Notice from the General Office of the Quanzhou Municipal People’s Government on the Issuance of the Quanzhou … Quanzhou Municipal People's Government |
| 2017-11-08 | 龙岩市人民政府关于公布市本级规范性文件清理结果的通知 Notice of the Longyan Municipal People’s Government on the Publication of the Results of the Review of Normat… Longyan Municipal People's Government |
| 2017-07-20 | 福建省人民政府办公厅关于加快石墨烯产业发展六条措施的通知 Notice from the General Office of the People’s Government of Fujian Province on Six Measures to Accelerate th… Fujian Provincial People's Government |
| 2016-05-04 | 龙岩市人民政府关于公布市本级规范性文件清理结果的通知 Notice of the Longyan Municipal People’s Government on the Publication of the Results of the Review of Normat… Longyan Municipal People's Government |
| 2014-03-17 | 关于公布市本级规范性文件清理结果的通知 Notice on the Publication of the Results of the Review of Normative Documents at Municipal Level Longyan Municipal People's Government |
| 2012-04-27 | 龙岩市人民政府关于进一步强化打击非法采矿联动机制的通知 Notice from the Longyan Municipal People’s Government on Further Strengthening the Coordinated Mechanism for … Longyan Municipal People's Government |
| Measure | Group | Found | checked precision |
|---|---|---|---|
| Capital grant | Fiscal and financial support | 5 | 70% |
| First-of-a-kind support | Fiscal and financial support | 1 | 100% |
| Credit guarantee | Fiscal and financial support | 1 | 90% |
| Trade-in / scrappage subsidy | Fiscal and financial support | 1 | 50% |
| Interest subsidy | Fiscal and financial support | 1 | 90% |
Precision from the Data page: samples of ten, checked by the AI assistant; a human-coded sample is still to come.
| Provision | How | Disadvantages |
|---|---|---|
| “对主导或参与制定国际标准、国家标准、行业标准、地方标准，并拥有核心技术自主知识产权的企业，从省级标准化专项资金中按战略性新兴产业给予补助；”
福建省人民政府办公厅关于加快石墨烯产业发展六条措施的通知 闽政办〔2017〕83号 · 2017-07-20 |
Ownership, own-brand or own-IP test | foreign-owned firms |
Keyword and model screens: leads to check against the document, not findings. Newest first, one per document.
| No in-force date in the next 12 months. |
| No end date in the next 12 months. |
| Firm | Ownership | Listings |
|---|---|---|
| No firm lists in these documents. | ||
| Group | Year | RMB m |
|---|---|---|
| Ganfeng Lithium 01772.HK | 2025 | 359 |
From the annual report's notes, page linked; unreviewed.
35 documents whose title matches 稀土|战略性矿产|关键矿产|锂矿|锂资源|镓|锗|石墨, plus 25 in the topic tree minerals; 50 together. Goods: HS 280530, 2846, 850511. Measures and preference provisions are screen output; open each document for the clause.