稀土博弈升级！美国停供航空技术施压，中国手握王牌稳坐钓鱼台

Group 1 - The U.S. has paused issuing technology licenses for commercial aircraft to China, aiming to leverage this for concessions on rare earth exports [1][4] - China dominates the rare earth market, refining 92% of global supply, and recent export controls have led to significant price increases and supply chain disruptions for international companies [3][6] - The U.S. defense sector is heavily reliant on rare earth materials, with the F-35 fighter jet requiring 417 kilograms of these materials, while domestic production is nearly non-existent [3][6] Group 2 - The U.S. strategy to withhold aviation technology is seen as a risky gamble, as China has already made preparations to counteract these moves [4][6] - The C919 aircraft has received pre-orders from 27 countries, and the certification process is progressing despite U.S. restrictions, with Airbus expressing willingness to cooperate [6][8] - U.S. defense contractors are feeling the pressure from the rare earth supply chain issues, leading to calls for the government to avoid decoupling from China [8] Group 3 - China is strategically engaging with Europe by signaling openness to rare earth supply for compliant companies, while simultaneously tightening controls against the U.S. [10][12] - Significant investments are being made in domestic rare earth processing capabilities, with companies like Jiangxi Ganfeng Rare Earth Group investing 12 billion yuan in recycling production lines [10][12] - The global supply chain is undergoing restructuring, with countries like Vietnam and Malaysia attempting to build rare earth processing facilities, but it will take years to reach China's refining capabilities [12][14] Group 4 - The U.S. strategy of "high-tech for resources" has backfired, leading to inflation and job losses in the automotive sector, while European companies are capitalizing on the situation [12][14] - China's rare earth exports have rebounded, with a 15% month-on-month increase in May, primarily directed towards Japanese and South Korean automotive companies [14] - The ongoing geopolitical struggle highlights the importance of internal strength, as the U.S. supply chain vulnerabilities are exposed while China leverages its resource position [14]