
马来西亚已批准一批未经加工的稀土出口,这是根据旨在允许测试并可能鼓励本地产能投资的新框架作出的首个批准。
Malaysia has given the go-ahead for a batch of unprocessed rare earths to be exported, the first approval under a new framework designed to permit testing and potentially encourage investments in local capacity.
马来西亚自然资源与环境可持续部在回应彭博社询问时表示,矿产与地球科学局已批准一份用于研发目的的单一出口申请。该部门未透露申请人身份,也未提供细节。
A single export application for research and development purposes has been permitted by the Department of Mineral and Geoscience Malaysia, the Ministry of Natural Resources and Environmental Sustainability said in response to a Bloomberg query. It did not identify the applicant or provide details.
稀土是地球上最关键的原材料之一,深度嵌入支撑现代生活的各项技术中,包括一系列关键国防应用。虽然中国长期以来主导了稀土的开采和加工,但包括马来西亚在内的其他国家正加紧努力发展自身产能,以减少对北京的依赖。
Rare earths are among the most critical raw materials on the planet, deeply embedded in the technologies that underpin modern life, including an array of key defense applications. While China has long dominated their mining and processing, other nations including Malaysia are now stepping up efforts to develop their own capacity in a push to reduce reliance on Beijing.
目前,这个东南亚国家拥有澳大利亚莱纳斯稀土有限公司,后者是中国以外仅有的两大主要生产商之一;本地企业集团包括成功集团也在探索相关项目。在其他海外公司中,法国Carester SAS计划与马来西亚Malaco Mining Group在北部霹雳州建设一座稀土分离厂,十多家美国公司也在探索当地机会。
At present, the Southeast Asian nation hosts Australia’s Lynas Rare Earths Ltd., one of only two major producers outside China, with local conglomerates including Berjaya Corp Bhd. also exploring projects. Among other overseas companies, France’s Carester SAS plans to build a rare-earths separation plant in the northern state of Perak with Malaysia’s Malaco Mining Group, and more than a dozen US firms are also exploring local opportunities.
本月早些时候,马来西亚发布了有条件出口原始稀土的指南,放宽了自2024年起实施的禁令。根据修订后的框架,未经加工的材料可获准为研发或加工目的出口,但须符合条件。
Earlier this month, Malaysia released guidelines for the conditional export of raw rare earths, easing a moratorium that had been in place since 2024. Under the revised framework, shipments of unprocessed materials can be permitted for research and development or processing, subject to conditions.
该部表示:“指南面向符合条件的申请人,包括外国公司,前提是遵守相关监管要求。”并补充称,优先考虑的不是获批申请的数量,而是投资质量、技术转移和长期价值创造。
“The guidelines are open to eligible applicants, including foreign companies, subject to compliance with the relevant regulatory requirements,” the ministry said. The priority is not the number of applications approved, but quality of investments, technology transfer and long-term value creation, it added.