“中方稀土审批提速：欧洲稳了，但在美国的还得等等”

Core Viewpoint - The threat of large-scale production shutdowns in the automotive supply chain is diminishing as China's rare earth magnet exports begin to flow, with European suppliers obtaining sufficient licenses to avoid disruptions [1][2]. Group 1: License Approval and Production Stability - European suppliers have received enough licenses to prevent the widespread production interruptions that were previously anticipated [1]. - The approval rate for licenses has increased from approximately 25% to 60%, with hundreds of applications still pending [1][5]. - The automotive industry is expected to maintain production in July, with only minor impacts anticipated on individual production lines [2]. Group 2: Impact on Major Automotive Companies - Volkswagen confirmed stable supply of rare earth components, while Stellantis reported resolution of recent production concerns [2]. - Ford's CEO expressed frustration over factory closures due to rare earth magnet shortages, highlighting the need for a domestic supply chain for critical automotive components [2][5]. Group 3: Geopolitical Implications and Export Control - China's export control measures on rare earth magnets have significant geopolitical implications, as these materials are crucial for various industries, including automotive and defense [5][6]. - The Chinese government is establishing a permanent export licensing system, which may limit the ability of U.S. customers to stockpile rare earth materials [6]. - China is also compiling a list of rare earth professionals to monitor and prevent the leakage of sensitive information [6].