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中美伦敦谈判的焦点就是稀土,中国能放开稀土管控吗?
Sou Hu Cai Jing·2025-06-13 07:51

Group 1 - The core issue of the US-China trade negotiations revolves around China's control over rare earth elements, which has significant implications for US industries, particularly in defense and automotive sectors [1][3] - China has granted six-month rare earth supply licenses to three US automakers, but this comes with strict verification requirements that could expose sensitive production data [1][3] - The US delegation is urgently seeking to lift rare earth restrictions, indicating the high stakes involved in these negotiations [3][5] Group 2 - China has controlled the majority of global rare earth resources since 2004, producing over 95% of the world's supply at that time, which has given it a dominant position in the market [3][5] - The development of China's rare earth industry has been a long-term strategic effort, with significant advancements in extraction and separation technologies achieved over decades [5][7] - Environmental issues and over-extraction have historically plagued China's rare earth industry, but regulatory measures have been implemented since 2005 to manage production and exports more effectively [9][11] Group 3 - The establishment of the 2024 Rare Earth Management Regulations marks a significant step in China's ability to leverage its rare earth resources as a strategic tool in international negotiations [13] - The ongoing competition over rare earths highlights the importance of strategic foresight and long-term planning in global economic dynamics [15]