Rare Earth Materials: China ka Naya Game Plan?
China, rare earth materials ka sabse bada supplier, ab India ke auto part banane waalon ko license dene ke liye open hai. Isse Bharat Forge Ltd aur Samvardhana Motherson International Ltd jaise companies ke shares mein tezi dikh rahi hai. Kya hai poora mamla, aaiye samajhte hain.
Kyon Zaroori Hai Rare Earth?
Rare earth elements modern gaadiyon ke liye bahut important hain. Power windows se leke air conditioning aur oil pump sensors tak, har cheez mein inka use hota hai. Imagine karo, agar ye nahin honge toh gaadiyaan chalengi kaise? China abhi 90% se zyada global rare earth refining capacity control karta hai.
Indian Suppliers Ko Chance?
খবর ke anusaar, kam se kam 10 Indian suppliers ke applications China mein approval ke stage par hain. Lekin China chahta hai ki ye materials sirf domestic aur non-military purposes ke liye use hon. Matlab, India mein banne wale parts se China mein koi military kaam nahi hona chahiye.
Kya Kehti Hai Industry?
Society of Indian Automotive Manufacturers (SIAM) ne India ke equipment manufacturers ke saath milkar 30 se zyada suppliers ki list sarkar ko di hai. Abhi tak kisi ko bhi license nahi mila hai. Ministry of Heavy Industries ne is par koi jawab nahi diya hai, aur SIAM ne bhi discussions sensitive hone ke kaaran comment karne se mana kar diya hai.
China Ka Naya Rulebook
April 4 ko, China ne rare earth exports par control tight kar diya, jab US ne tariffs impose kiye. Beijing ne end-user certification ko bhi zyada strict kar diya hai. Naye rules ke hisab se, import license tabhi milega jab supplier local, non-military end-use clause ko pura karega. Is process mein 45 din tak lag sakte hain.
Stock Market Update
Subah 9:15 baje tak, Nifty Auto 0.20% aur Nifty 50 0.05% par trade kar rahe the. Sona BLW Precision Forgings 0.75% up tha, Bosch 0.30% up tha, aur Bharat Forge mein 0.25% ki tezi dekhi gayi. Samvardhana Motherson bhi 0.16% up tha. Stock market mein RIL aur M&M ke share prices bhi badhe.
