美媒竟“委屈”上了：车企被影响还能抱怨几声，国防巨头只能沉默承压

Core Points - China has recently implemented export controls on certain rare earth items with dual-use military and civilian attributes, affecting foreign automotive companies and raising concerns about the impact on the defense industry [1][5] - The export restrictions are seen as a response to the U.S. government's unilateral tariff measures and technology blockades against China, leading to increased tensions between the two countries [1][5] - Analysts indicate that Western defense giants are also feeling pressure from these export controls, with stock prices of European defense companies declining [1][5] Group 1: Impact on Industries - The automotive and robotics sectors have experienced significant impacts due to the rare earth export controls, with specific mention of the importance of samarium in the manufacturing of F-35 fighter jets [2][4] - The defense industry is facing a potential shortage of rare earth elements, which are critical for various defense technologies, including sonar systems and radar [4][5] - Concerns have been raised that if the price of praseodymium-neodymium oxide remains below $60 per kilogram by 2030, nearly half of the non-Chinese rare earth supply could become economically unviable [5] Group 2: Responses and Future Outlook - China has stated that it will continue to review export applications for rare earth items in accordance with international practices, emphasizing the need to maintain national security and fulfill international non-proliferation obligations [6][7] - The Chinese government is open to establishing a green channel for compliant applications to expedite approvals, reflecting a willingness to accommodate reasonable demands from other countries [7] - The ongoing geopolitical tensions have led to a series of countermeasures from China against U.S. arms sales to Taiwan, indicating a broader strategy of using export controls as a tool in international relations [7]