关于稀土，中方提了一个要求，马斯克等巨头没得选只能服从

Core Insights - Rare earth elements are crucial for modern technology, including electric vehicles, robotics, and military applications, with China dominating the global market [2][3][5] - In 2023, China accounted for over 70% of global rare earth production and 90% of refining capacity, highlighting its significant role in the supply chain [3][5] - The cost of extracting and processing rare earths in the U.S. is significantly higher than in China, making it difficult for Western countries to compete [3][5] Industry Overview - The global demand for rare earths in 2022 was approximately 170,000 tons, with China supplying 120,000 tons [3] - China's Baotou rare earth mine holds over 40% of the world's rare earth reserves, providing a substantial competitive advantage [3][5] - The rare earth separation technology in China achieves 99.99% purity, while Western countries max out at 95%, affecting downstream product quality [3][5] Export Dynamics - In 2022, over 60% of global rare earth exports originated from China, with the U.S., Japan, and Europe relying heavily on Chinese supplies [5][6] - New regulations from China require strict approval for rare earth exports, particularly concerning military applications, impacting U.S. defense contractors [5][6][9] - The anticipated export value of China's rare earths is projected to reach $15 billion by 2025, doubling from 2023 [9][10] Strategic Implications - China's control over rare earths is not only an economic strategy but also a geopolitical tool, influencing global supply chains and technology sectors [6][10] - Major companies like Tesla and Ford are facing production delays and increased costs due to stringent Chinese export regulations [7][9] - The future of rare earths is expected to play a critical role in global high-tech supply chains, with predictions that China could dominate 80% of this market by 2030 [10]