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运营商财经网康钊:中国同意出口部分稀土给美国 但只限于民用!
Xin Lang Cai Jing·2025-06-13 09:44

Group 1 - China has approved a certain number of rare earth export compliance applications, specifically for civilian product needs [2] - The approval of rare earth exports is seen as a response to requests from the United States, following China's earlier export controls on seven categories of heavy rare earths [2] - U.S. companies are facing significant supply shortages, with rare earth inventories only lasting two to three months, impacting production in key industries such as automotive [2] Group 2 - The automotive industry in the U.S. heavily relies on rare earth elements for various components, including automatic transmissions and electric motors, with electric vehicles requiring at least 10 kilograms of rare earths each [4] - China is cautious about preventing U.S. military enterprises from accessing rare earths, focusing only on civilian demands in its export approvals [4] - The military's demand for rare earths is substantial, with specific examples including 408 kilograms needed for each F-35 fighter jet and 27.3 tons for a Ford-class nuclear aircraft carrier [4]