稀土的含金量还在上升，33年顶级阳谋，中国下了一盘大棋

Group 1 - The article highlights China's dominance in the rare earth supply chain, which has shifted the balance of power in trade negotiations in favor of China [1][3] - Recent diplomatic communications from Japan, South Korea, and EU countries have focused on the keyword "rare earth" due to China's export control measures on seven types of rare earth elements [3][4] - China's rare earth separation technology has significantly improved, allowing the country to control over 60% of global rare earth production and 92% of refined rare earth compounds as of 2023 [7][10] Group 2 - The article discusses the historical context of China's rare earth industry, including the strategic value emphasized by Deng Xiaoping and the technological advancements made by Xu Guangxian [4][5][6] - The impact of China's export controls on global rare earth prices is illustrated by the dramatic price increases observed from 2009 to 2011, where prices for certain rare earth oxides surged by up to 26 times [12] - The current export control system requires foreign companies to provide detailed operational and product information to obtain export licenses, which is seen as a strategic move to ensure that rare earths do not enter military applications [13][15][18] Group 3 - The article emphasizes the critical role of rare earth elements in modern technology, particularly in military and automotive applications, highlighting the dependency of the U.S. on Chinese rare earth supplies [22][24] - The challenges faced by global companies, including those in India and Europe, due to China's export controls are discussed, with reports of potential production halts [26][27] - The article concludes that the restructuring of the rare earth supply chain is a long-term process, and current U.S. efforts to reduce dependency on Chinese supplies have not yet succeeded [30][31]