Highlights

• Three Chinese rare-earth companies—JL MAG, San Huan, and Yunsheng—received general export licenses allowing pre-authorized shipments without case-by-case permits.
• China's Ministry of Commerce claims compliant civilian rare earth exports are approved without delay, responding to EU business concerns about export controls.
• The strategic licensing of national champions signals Beijing's dual-use framework—maintaining trade while reserving policy-driven control over critical supply chains.

According to Shanghai Securities News, three Chinese companies—JL MAG Rare-Earth Co, Beijing Zhong Ke San Huan Hi-Tech Co, and Yunsheng Group—have received general export licenses for “rare-earth–related items.” In standard American business terms, a “general license” means these firms are now pre-authorized to ship specified categories of rare-earth products abroad under a standing approval, rather than seeking case-by-case permits each time.

At a regular press briefing in Beijing, Ministry of Commerce spokesman He Yadong said China is “approving all compliant rare earth export applications for civilian use without delay.” The comment was a direct response to a new survey from the European Union Chamber of Commerce in China, which reported that most respondents had already been, or expected to be, affected by China’s rare earth export control regime.

He doubled down on the message that China is not throttling legal trade, stressing that, “to the best of my knowledge, the Chinese government has consistently approved compliant export applications for civilian use in a timely manner.” He also framed the general-license mechanism as a facilitation tool, saying it supports “compliant trade in dual-use items” and “effectively safeguards the security and stability of global industrial and supply chains.”

For a U.S. and European audience, several points stand out.

First, the license award list is short and strategic: JL MAG, San Huan, and Yunsheng are all key players in high-performance permanent magnets and rare-earth components. Empowering this trio effectively channels export volumes through national champions that Beijing can closely supervise.

Second, the use of “dual-use” language matters. It underscores that Beijing views rare earths and magnets not just as industrial inputs but as strategic items with military and high-tech applications, justifying tighter control even while asserting that compliant trade continues.

Third, the public reassurance to European businesses suggests Beijing is sensitive to accusations of weaponizing supply chains—but retains ample room to tighten the tap if geopolitics deteriorate. For the West, the story is not that exports are cut off today, but that access is increasingly conditional, concentrated, and policy-driven.  Just think of the implications.

Disclaimer: This news item is translated and interpreted from Chinese state-affiliated media (Shanghai Securities News). All information should be independently verified by third-party sources.

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