On Feb 24, 2026, China placed 20 Japanese firms, including Subaru, on an export control watchlist for unverifiable end-use of dual-use items. This signals tighter controls on critical minerals and tech amid geopolitical and supply chain shifts. The analysis examines the firms' supply chain roles and the long-term industrial implications.

On February 24, 2026, China's Ministry of Commerce issued Announcement No. 12 of 2026, adding 20 Japanese entities, including Subaru Corporation, to the export control "watch list" on the grounds of "inability to verify the end-users and end-uses of dual-use items." This move marks the first time since January 2026 that China has explicitly implemented such list-based management measures targeting Japanese enterprises, signaling a shift toward more precise, systematic, and in-depth development of export controls in the fields of critical minerals and high-tech materials. This article will conduct an in-depth analysis of the core backgrounds of these 20 enterprises, reveal their deep-seated connections with supply chains of critical materials such as rare earths, and explore the potential impact of this measure on the future global industrial landscape.

On June 16, Xiaomi Founder, Chairman, and CEO Lei Jun announced via social media that the highly anticipated YU7 SUV will be officially launched at the end of June this year.

[SMM Flash News] 2025 SNEC: Hundreds of PV Enterprises Unveil Blockbuster Products In the module segment, there is a further move towards higher efficiency and higher power, with the efficiency of new modules further increasing to 24%+ and the maximum power exceeding 800W. Meanwhile, enterprises are intensifying their efforts to develop more niche markets, with a continuous emergence of new BIPV products. In the PV inverter segment, there is a commitment to further reducing the cost per kilowatt-hour. By incorporating new semiconductor materials such as silicon carbide and upgrading topological structures, the power density of inverters has been further enhanced. Multiple enterprises have launched 400kW+ string inverters. Furthermore, amidst the rapid expansion of new energy grid connection scale, effectively supporting the power grid, the grid-forming capability of PV inverters has become a key focus for enterprises. In the mounting structure segment, tracking and flexible mounting structures remain the key areas of R&D and promotion for enterprises.

On June 10, XPENG Chairman He Xiaopeng announced via his Weibo account that global deliveries of the XPENG X9 have surpassed 30,000 units, underscoring the market success of the company's flagship all...

On May 22, 2025, Xiaomi EV officially unveiled its first SUV model, the YU7—Chinese name 御7—positioned as a luxury high-performance SUV.

With the rapid development of the global economy and technological advancements, rare earth elements, as indispensable key materials in modern high-tech industries, are increasingly receiving high attention from governments, enterprises, and research institutions worldwide. The distribution of global rare earth resources is extremely uneven, and China, as the largest producer and consumer of rare earths, plays a crucial role in the global market supply. However, with increasingly stringent environmental protection policies and rising resource extraction costs, the rare earth industry faces significant challenges in sustainable development and transformation. Meanwhile, other countries are accelerating the development of rare earth resources and the layout of supply chains, striving to gain more voice and market share in this strategic industry. In this context, the 2025 SMM (2nd) Rare Earth Industry Forum is being held. The forum aims to gather the wisdom and strength of governments, enterprises, academia, and investors to jointly explore the future development trends, technological innovations, market patterns, and policy environment of the rare earth industry. The conference will delve into discussions on these topics. It is expected that through this forum, a consensus can be reached to jointly address the opportunities and challenges faced by the rare earth industry, promoting the healthy and stable development of the sector. Leveraging the platform of the 2025 SMM (2nd) Rare Earth Industry Forum, we will collectively witness the new opportunities and challenges in the rare earth industry, strategize together, and move forward hand in hand to contribute to the sustainable development of the world economy and shape a bright future for the rare earth industry. At this conference, Tangshan Jinko Intelligent Technology Co., Ltd. will make a grand appearance, engaging in deep intellectual exchanges with peers from the upstream and downstream of the rare earth industry to uncover business opportunities and achieve win-win cooperation, jointly exploring ways to promote high-quality development in the industry. Click registration form to register immediately, gather momentum, plan for the future, and embark on a new journey. We will see you in Ningbo. Tangshan Jinko Intelligent Technology Co., Ltd. was established in 2018 and is located in Tangshan City, Hebei Province. It is a high-tech enterprise specializing in the R&D, production, sales, and service of multi-wire cutting equipment. With "focus, excellence, refinement, and innovation" as its core values, the company is committed to providing high-precision cutting solutions for hard and brittle materials and precious materials to global clients. Its business covers rare earth magnets, optical glass, sapphire, special ceramics, and other fields. The company adheres to the principle of "adding value for customers and saving energy for society," with the philosophy of "addressing customer needs as its mission." It focuses on high-quality products and technical services, establishing long-term cooperative relationships with domestic and overseas clients. Guangdong Benlang New Materials Co., Ltd. (Stock Abbreviation: Benlang New Materials, Stock Code: 836807), founded in 2000, is headquartered in Shunde, Foshan, Guangdong. It is a national key high-tech enterprise, a globally renowned supplier of diamond tools, and one of the leading enterprises in China's superhard materials products industry. The company has 15 wholly-owned and holding subsidiaries, including overseas production sites in India and Turkey, and sales service offices in Brazil, Italy, Egypt, and other locations. Benlang has deep expertise in the superhard materials field centered on diamonds, with multiple technological achievements reaching international leading levels. Its products cover diamond tools, multi-wire cutting machines and diamond wires, rare earth permanent magnet components, silicon carbide tools, high-precision processing equipment, and grinding and polishing products. These are widely used in hard and brittle material processing, precision mechanical parts processing, magnetic materials, and 3C product processing, providing professional and complete processing solutions and one-stop comprehensive services to customers. Contact Information Address: No. 188, Yutai Industrial Zone, Yutian County, Hebei Phone: 0315-6155933 Sales Hotline: 18633333873 Fax: 0315-6163619 Contact Person: Huang Congyue Long press to scan and register immediately 2025 SMM (2nd) Rare Earth Industry Forum

Search for suppliers with non-Chinese origin materials capable of exporting to Europe, Africa, and the United States. Search for suppliers who possess non-Chinese origin materials and are capable of exporting to Europe, Africa and the United States. Overview of Material Purchase Inquiry: Overview of Material Purchase Inquiry: I. Refractory Materials I. Silicon Carbide Rods and Protective Tubes Required Categories: Silicon Carbide Rods and Protective Tubes Required Categories: Silicon Carbide Rods and Protective Tubes Material Description: Silicon Carbide Rods Material Description: Silicon Carbide Rods Annual demand: 300 units Annual demand: 300 units Company: CITIC DICASTAL CO., LTD. Business Contact Person: Celia Luo Contact Number: 18630376010 Company: CITIC DICASTAL CO., LTD. Business Contact Person: Celia Luo Contact Number: 18630376010 Materials required for the same category are as follows: Materials required for the same category are as follows: Silicon carbide rod protective tube Annual demand: 150 II. Riser Tube II. Riser Tube Required Categories: Riser Tube Required Categories: Riser Tube Material: Silicon nitride/silicon carbide（Si3N4/SiC） Material: Silicon nitride/silicon carbide（Si3N4/SiC） Annual demand: 700 units Annual demand: 700 units Materials required for the same category are as follows: Materials required for the same category are as follows: Ceramic Pipette; Filter disc Annual demand: 2300 Company: CITIC DICASTAL CO., LTD. Business Contact: Jana Ren Contact Information: 0335-5358785 renzhouyang@dicastal.com Company: CITIC DICASTAL CO., LTD. Business Contact: Jana Ren Contact Information: 0335-5358785 renzhouyang@dicastal.com II. Aluminum Strontium Alloy Rods, Aluminum Titanium Boron Alloy Rods II. Aluminum Strontium Alloy Rods, Aluminum Titanium Boron Alloy Rods Required Categories: Aluminum Strontium Alloy Rods, Aluminum Titanium Boron Alloy Rods Required Categories: Aluminum Strontium Alloy Rods, Aluminum Titanium Boron Alloy Rods Material Base Standards: Material Base Standards: For Aluminum Strontium Alloy Rods: For Aluminum Strontium Alloy Rods: For Aluminum-titanium-boron alloy rod: For Aluminum-titanium-boron alloy rod: Annual demand: 5,000 tons Annual demand: 5,000 tons Company: CITIC DICASTAL CO., LTD. Business contact person: Michael Wang Company: CITIC DICASTAL CO., LTD. Business contact person: Michael Wang Contact number: 1863032815 Contact number: 1863032815 III. Slag Remover III. Slag Remover Demand Category: Slag Remover Demand Category: Slag Remover Annual demand: 180 tons Annual demand: 180 tons Company: CITIC DICASTAL CO., LTD. Business Contact: Jana Ren Contact Information: 0335-5358785 renzhouyang@dicastal.com Company: CITIC DICASTAL CO., LTD. Business Contact: Jana Ren Contact Information: 0335-5358785 renzhouyang@dicastal.com IV. Polishing and Grinding Materials IV. Polishing and Grinding Materials Demand category: Abrasive and polishing materials Demand category: Abrasive and polishing materials Material description: Imported abrasive cloth wheel Material description: Imported abrasive cloth wheel Material: Cloth Material: Cloth Annual demand: 33,000 units Annual demand: 33,000 units Company: CITIC DICASTAL CO., LTD. Business Contact Person: Celia Luo Contact Number: 18630376010 Company: CITIC DICASTAL CO., LTD. Business Contact Person: Celia Luo Contact Number: 18630376010 Materials required for the same category are as follows: Materials required for the same category are as follows: 17/18-inch universal type topcoat application tool; long service life; white brush Annual demand: 50 17-inch/18-inch universal underglaze brush; long service life Annual demand: 40 Company: CITIC DICASTAL CO., LTD. Business Contact Person: Jana Ren Contact Information: 0335-5358785 renzhouyang@dicastal.com Company: CITIC DICASTAL CO., LTD. Business Contact Person: Jana Ren Contact Information: 0335-5358785 renzhouyang@dicastal.com V. Production by Pattern + Spot Production V. Production by Pattern + Spot Production Required Product Category: Production by Pattern + Spot Production Required Product Category: Production by Pattern + Spot Production Material Description: Guide Rod Copper Sleeve Material Description: Guide Rod Copper Sleeve Raw Material: Copper Annual demand: 220 units Annual demand: 220 units Company: CITIC DICASTAL CO., LTD. Business Contact Person: Celia Luo Contact Number: 18630376010 Company: CITIC DICASTAL CO., LTD. Contact Number: 18630376010 Materials required for the same category are as follows: Materials required for the same category are as follows: Spreader Annual demand: 80 V-round of Grab Hand Annual demand: 80 VI. Measuring and Inspection Tools / Clamping Devices VI. Measuring and Inspection Tools / Clamping Devices Required category: Measuring and Inspection Tools / Clamping Devices Required category: Measuring and Inspection Tools / Clamping Devices Material description and pictures: Fixture Material description and pictures: Fixture Annual demand: 60 units Annual demand: 60 units Company: CITIC DICASTAL CO., LTD. Business Contact Person: Zhang Shengchao Contact Number: 18603388172 Company: CITIC DICASTAL CO., LTD. Business Contact Person: Zhang Shengchao Contact Number: 18603388172 Materials required for the same category are as follows: Materials required for the same category are as follows: Positioning rules Annual demand: 10 VII. Spare Parts VII. Spare Parts Required Category: Spare Parts Required Category: Spare Parts Material Description and Picture: TBP Bearing; -28-750-20-S-B-G1-T1; Material Description and Picture: TBP Bearing; -28-750-20-S-B-G1-T1; Annual demand: 15 units Annual demand: 15 units Company: CITIC DICASTAL CO., LTD. Business Contact Person: Celia Luo Contact Number: 18630376010 Company: CITIC DICASTAL CO., LTD. Business Contact Person: Celia Luo Contact Number: 18630376010 Materials required for the same category are as follows: Materials required for the same category are as follows: Hollow rubber stopper (custom-made non-standard) Annual demand: 12000 Knife cup Annual demand: 60 VIII. Drill bits for cutting tools VIII. Drill bits for cutting tools Required category: Drill bits for cutting tools Required category: Drill bits for cutting tools Material description and picture: Diamond cutting blades Material description and picture: Diamond cutting blades Annual demand: 1000 units Annual demand: 1000 units Company: CITIC DICASTAL CO., LTD. Business Contact Person: Alice Yuan Contact Number: 18833595212 Company: CITIC DICASTAL CO., LTD. Business Contact Person: Alice Yuan Contact Number: 18833595212 IX. Low-pressure Molds IX. Low-pressure Molds Required Category: Low-pressure Molds Required Category: Low-pressure Molds Material Description and Image: Low-pressure Casting Mold Material Description and Image: Low-pressure Casting Mold Annual demand: 150 sets Annual demand: 150 sets Related accessories: Related accessories: Company: CITIC DICASTAL CO., LTD. Business Contact Person: Daniel Kong Contact Number: 13643373871 Company: CITIC DICASTAL CO., LTD. Business Contact Person: Daniel Kong Contact Number: 13643373871 Click to jump to the original link to view product images: Quick View! CITIC Dicastal's Procurement List

Major market-anticipated models such as the Li i8, the YANGWANG U8L, the Volkswagen ID. EVO Concept, the AITO M8, the ONVO L90, and the Zeekr 007GT are making headline appearances.

The CLNB 2025 (10th) New Energy Industry Expo, hosted by Shanghai Metals Market (SMM), will be grandly held at the Suzhou International Expo Center from April 16 to 18, 2025. During the exhibition, there will be 1 main forum and 11 sub-forums, attended by government leaders, academicians from the Chinese Academy of Sciences and the Chinese Academy of Engineering, domestic and overseas scientists, foreign guests from dozens of countries, and leading entrepreneurs from various industries. Witness the gathering of industry leaders, discuss core technologies, listen to experts' insights, interpret market trends, and focus on key issues in Suzhou. This year's expo covers 6 major exhibition areas, with over 1,300 domestic and overseas exhibitors and participating companies showcasing the entire industry chain of batteries, including power batteries, consumer batteries, ESS, raw materials, materials, equipment, battery recycling, as well as NEVs, power tools, electric drives, and the low-altitude economy in the power exhibition area, providing you with a one-stop exhibition experience. Click to fill out the registration form and register immediately to discuss the future development of the new energy industry with industry elites. We look forward to your arrival and to opening this feast of the new energy industry with SMM. At this year's New Energy Industry Expo, Xuancheng Jingrui New Materials Co., Ltd. will make a grand appearance, discussing industry cooperation, sharing development opportunities, and jointly outlining the beautiful blueprint of the new energy industry with peers. Xuancheng Jingrui New Materials Co., Ltd., Booth No.: G75, cordially invites you to visit the CLNB 2025 New Energy Industry Expo. About Jingrui New Materials: Discovering the beauty of materials, creating the light of technology. Xuancheng Jingrui New Materials Co., Ltd. is located in the High-tech Zone of Xuancheng City, Anhui Province, and is a company specializing in the research, production, and application of nano new materials. The company's founding team began researching nano materials in 1999 and established Hangzhou Dayang Nano Materials Co., Ltd. in Qiandao Lake in 2001, specializing in the production of nano alumina, nano titanium dioxide, nano zirconia, and various nano material liquid products. In 2005, Hangzhou Wanjing New Materials Co., Ltd. was established. With the continuous expansion of the company's business market and the development of nano material production technology, the company settled in the High-tech Zone of Xuancheng City in 2009 through investment attraction. Currently, the company has 130 professional technical personnel, including 35 long-term engaged in new material technology R&D, detection, process design, and project industrialization, with bachelor's, master's, and doctoral degrees. The company has established industry-university-research cooperation with renowned domestic and overseas universities such as Central China Normal University, Hokkaido University in Japan, and Northeast Forestry University, forming a new material R&D team with professors and doctors from well-known universities as consultants. The company has established a nano new material R&D center with Hokkaido University in Japan and exchanges technical personnel for R&D and cooperation. With a strong new material R&D team, the company currently has 16 authorized invention patents, 5 utility model patents, 1 copyright certificate, and 5 intellectual property applications, and has developed over 60 new materials and nano material application technologies. The current products include: nano oxides for lithium batteries, nano high-purity alumina, titanium dioxide, zirconia, silicon dioxide, molybdenum trioxide, zinc oxide, bismuth oxide, tungsten trioxide, cerium oxide, yttrium oxide, lanthanum oxide, manganese oxide, iron oxide, copper oxide, silicon carbide, nickel oxide, magnesium oxide, photocatalysts, rare earth oxides, polishing oxides, etc. The products are widely used in new energy, information and communication, coatings, air treatment, rubber, ink, plastics, cosmetics, clothing, and other fields, and are highly praised by domestic and overseas customers. Product Introduction: Nano Oxide Powder, Nano Oxide Dispersion Liquid, Precision Detection Equipment, Nano Rare Earth Materials. Contact Information: Company Address: No. 40, Qilin Avenue, Xuanzhou District, Xuancheng City, Anhui Province. Company Website: http://www.jingruinano.com. Manager Xu: 15867120050, Manager Yang: 13305631332, Manager Li: 18956341785, Manager Wu: 13305631650, Manager Sun: 13336102095, Manager Wu: 18958007459, Manager Gan: 18620162680. [CLNB 2025—Hot Registration in Progress] CLNB 2025 (10th) New Energy Industry Expo, April 16 to 18, 2025, Suzhou International Expo Center.