军用稀土悬而未决？芯片封锁对稀土制裁！中美博弈谁能先破局？

Group 1 - The core issue in the US-China negotiations revolves around rare earth elements, with ordinary rare earths being discussed, but military-grade rare earths remain contentious [1][3][12] - The US has not committed to supplying advanced chips to China, citing potential military applications, while China has not agreed to provide military-grade rare earths to the US [3][12][14] - China has agreed to expedite the approval process for non-military rare earth exports to US producers, but with limitations on quantity and time [8][9][12] Group 2 - The distinction between light and heavy rare earths is crucial, with China controlling heavy rare earths that are essential for various industries, including semiconductors and electric vehicles [5][12][14] - The US is heavily reliant on China for heavy rare earths, particularly for military applications, which poses a strategic challenge for the US defense sector [9][12][14] - The negotiations have not resolved the underlying tensions, and both countries are still in a state of strategic standoff, with China gaining more leverage in the current situation [19][21]