A股稀土永磁板塊盤中拉昇，中稀有色漲停，中國稀土、西磁科技、北方稀土、華新科技跟漲。

China / Economy & Industry - He Lifeng to lead delegation to South Korea on May 12–13 for economic and trade talks with the US - BYD, Tesla and six other automakers deny reports they were summoned by regulators - China Association of Automobile Manufacturers: online claims that NEV makers were investigated over battery-locking issues are false - China’s Q1 2026 gold output fell 7.08% year-on-year to 81.065 tons; gold consumption rose 4.41% to 303.292 tons US / Trade & Policy - US Energy Secretary: administration open to suspending fuel taxes - Trump orders all federal agencies to prioritize purchases of American-made products, “without exception” - US Treasury Secretary Bessent: departing Monday for Japan and South Korea for a series of brief meetings Geopolitics – US–Iran - Sources: Iran has rejected the US proposal - Iran’s response to the US proposal was delivered through Pakistan and reportedly focused on “ending the war and maritime security” - Trump says he dislikes Iran’s response and calls it “totally unacceptable” - Iranian media: Trump’s reaction to Iran’s response is irrelevant - Trump: the US has been monitoring Iran’s enriched uranium buried under rubble and would know immediately if anyone approaches it, adding it would be destroyed if necessary

韓國海關數據：2026年5月1日至10日，韓國出口同比增長43.7%，進口同比增長14.9%，貿易順差初值爲17億美元。