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中方给稀土加上“新锁”,特朗普察觉情况不妙,对华收回一个禁令
Sou Hu Cai Jing·2025-06-29 07:23

Group 1 - Rare earth elements are essential for modern technology, including smartphones, electric vehicles, and military equipment, making them crucial for both economic and national security [1] - China controls approximately 37% of global rare earth reserves and dominates 80% of processing capacity, particularly in heavy rare earth refining technology [2][5] - In April 2025, China announced strict export controls on rare earth elements, transitioning from a quota system to a more stringent licensing requirement for each export batch [2][5] Group 2 - The Chinese government aims to safeguard national security and public interest through these export controls, as rare earth elements are vital for sensitive military and industrial applications [5] - Following the announcement, rare earth prices surged dramatically, with dysprosium oxide reaching $850 per kilogram and terbium exceeding $3000, reflecting a price increase of over 210% [5] - The U.S. defense sector, heavily reliant on rare earths, expressed significant concern over potential supply disruptions affecting high-tech and military industries [5][6] Group 3 - In response to China's actions, the U.S. government declared a "national emergency" regarding its dependence on critical minerals and initiated efforts to boost domestic rare earth mining [6][8] - The U.S. is attempting to form a rare earth alliance with allies like Japan and Australia to reduce reliance on China, but faces significant challenges in matching China's processing capabilities [8][9] - The geopolitical implications of the rare earth situation highlight the ongoing U.S.-China rivalry, with both nations leveraging their resources in the tech and military sectors [9][11] Group 4 - Recent U.S.-China trade talks indicate a desire to avoid a complete breakdown in relations, yet the rare earth issue remains a contentious topic [11] - The long-term outlook suggests that the rare earth dilemma could lead to a reshaping of global supply chains, as countries seek alternative sources to mitigate dependence on China [11]