美国商会证实：中国并没有阻止稀土出口

Group 1 - The issue of rare earth exports, crucial for high-tech production, has become a focal point in US-China trade negotiations [1] - The US Chamber of Commerce reported that China has begun to gradually relax its rare earth export controls, although the process is slower than expected due to the implementation of a new approval system [3] - Rare earths are essential materials for the production of various semiconductors and military equipment, with China accounting for nearly 70% of global rare earth production in 2024 [5] Group 2 - Barclays highlighted that China holds a near-monopoly in rare earth refining, which was evident during the export controls implemented in April 2025, leading to a threefold increase in rare earth prices within a week [6] - The global rare earth mineral trade is highly concentrated, with approximately 89% of trade relationships being concentrated, and 43% relying on five or fewer suppliers [6] - In 2023, over 90% of US rare earth imports came from China, a significant increase from 70% in 2013, primarily because only China can meet the current scale of demand [6]