Core Viewpoint - The ongoing rare earth dispute is becoming a focal point in the technological rivalry between China and the United States, with China tightening its control over rare earth resources, technology, and talent, while the Trump administration adjusts its policies towards China in response [1][5]. Group 1: China's Rare Earth Policy - China has escalated its rare earth control measures by requiring domestic companies to report detailed information about their technical personnel, aiming to create a "rare earth talent directory" to prevent key technology leakage [1][3]. - The new regulations expand control to include human resources, directly targeting the West's pain point of technical talent, as China maintains a significant technological advantage in rare earth magnet production and processing equipment [3][5]. - China's strategy has evolved from merely controlling resources to a comprehensive industry chain layout, employing systematic methods to safeguard its dominance in the rare earth sector [7]. Group 2: U.S. Response and Implications - The Trump administration's decision to allow U.S. companies to export ethane to China under strict conditions is seen as a strategic concession in the context of the rare earth supply chain [5][7]. - Approximately 80% of the U.S. rare earth supply relies on imports from China, with domestic production hampered by high environmental costs and technological shortcomings [5]. - The U.S. faces challenges not only in resource scarcity but also in technological lag, as the complex processes required for rare earth separation and purification are dominated by Chinese advancements [5][7]. Group 3: Future Outlook - The rare earth sector is anticipated to become a critical battleground in the ongoing technological war, with China establishing a solid foundation for a prolonged conflict through its multifaceted approach [7]. - Both China and the U.S. must navigate the delicate balance between resource protection and export interests, as well as the need for cooperation amidst competitive pressures [7].
中方对稀土一个新动作,特朗普察觉情况不妙,迅速收回一个对华的禁令
Sou Hu Cai Jing·2025-06-28 06:31