“管制对美稀土出口，中国以其人之道还治其人之身”

Core Viewpoint - China has implemented export control measures on rare earths, which aligns with international practices and is not aimed at any specific country. However, this has led to concerns among Western companies about potential production disruptions, with some media speculating about the "weaponization" of rare earths by China [1][2]. Group 1: Export Control Measures - China is establishing an export licensing system for rare earths, which will allow it to monitor the global supply chain more closely [1]. - The new tracking system requires producers to submit additional information, including transaction volumes and customer names, indicating a more targeted approach to trade [1][6]. - Analysts suggest that this system is a strategic response to U.S. export control policies, reflecting a shift in China's trade strategy [2][6]. Group 2: Global Supply Chain Impact - China currently dominates the global rare earth market, accounting for over 60% of production and 92% of processing, indicating a near-monopoly in the refining stage [4][6]. - The export controls have raised concerns among global automotive manufacturers, with reports of production line shutdowns in Europe due to inventory shortages [6]. - Companies are experiencing delays in obtaining export licenses, which could lead to significant production interruptions [6][7]. Group 3: Strategic Implications - The new export control measures are seen as a way for China to exert influence over the U.S. and other countries, particularly in the context of ongoing trade negotiations [6][7]. - Analysts face challenges in tracking the approval speed of export licenses, as data is not publicly available, complicating the understanding of the situation [7]. - The measures are perceived as a means for China to gain leverage in international trade discussions, particularly regarding technology controls [6][7].