最后30天时间！欧盟要中国必须交出稀土？中方早已留有后手

Core Viewpoint - The European Union (EU) is urgently seeking to address the shortage of rare earth magnets, which is significantly impacting European businesses, particularly in the automotive and high-tech sectors [1][3][6] Group 1: Impact on European Industries - The EU relies on China for approximately 98% of its rare earth imports, making it vulnerable to supply chain disruptions [3] - Many European automotive suppliers have had to halt production due to a shortage of rare earth magnets, with inventory levels only sufficient for 2 to 4 weeks [3] - The instability in the rare earth supply chain is affecting not only the automotive industry but also electronics and energy sectors, diminishing the international competitiveness of European companies [3][6] Group 2: EU's Response and Demands - The EU's ambassador to China has publicly requested that China resolve the rare earth export issues by July, indicating the severe impact on European enterprises [3][4] - The EU's approach includes a mix of urgent requests and a somewhat confrontational stance, as seen in previous statements labeling China as a "real challenge" [4] Group 3: China's Position and Measures - China has implemented strict export controls on rare earth materials and technologies, citing national security and strategic resource protection [6][7] - China controls 87% of global rare earth processing capacity and 91% of refining capabilities, which underscores its significant role in the global rare earth market [6][7] - The Chinese government has established a comprehensive system for managing rare earth resources, from extraction to export, to safeguard its strategic interests [7][9] Group 4: Future Cooperation and Challenges - China has expressed a willingness to cooperate with the EU on rare earth exports, indicating a readiness to expedite approvals for compliant applications [9][10] - The EU is encouraged to adopt a more cooperative stance and avoid unilateral accusations against China to effectively address the rare earth supply issue [10] - Long-term solutions for the global rare earth industry will require collaborative efforts from all countries involved, emphasizing the need for respect and cooperation rather than pressure tactics [10]