取消中欧会谈后，欧盟开始对华“求饶”，希望中国放宽稀土出口

Core Insights - The EU's recent shift in policy towards China, particularly regarding rare earth magnets, reflects a response to significant supply chain pressures rather than a purely emotional reaction [1][10] - China's dominance in the rare earth processing sector, controlling over 70% of global capacity, makes it nearly impossible for the EU to bypass Chinese resources in the current industrial landscape [3][5] Group 1: EU's Policy Shift - The EU is seeking to ease export restrictions from China to address a shortage of rare earth magnets critical for high-end manufacturing, including electric vehicles and wind power [1][3] - Following the introduction of export licensing by China, European companies have experienced increased pressure, leading to longer supply cycles and rising costs [3][5] - The EU has initiated 13 rare earth industry projects to establish a localized supply chain, but it will take at least 3 to 5 years to achieve significant production capabilities [3][5] Group 2: Trade Relations and Tensions - The EU has tightened trade policies against China, including imposing a temporary tariff of 35.3% on Chinese electric vehicles, reflecting a "de-risking" strategy [5] - Despite the EU's tough stance, there is a recognition of the severe impact of rare earth shortages on European industries, prompting calls for cooperation from China [5][10] - The EU's internal divisions regarding its approach to China complicate its ability to form a cohesive strategy, with some officials advocating for a confrontational stance while others seek dialogue [8][10] Group 3: China's Position - China has indicated a willingness to cooperate but has not shown signs of conceding on the rare earth issue, emphasizing a balanced and legal approach to export regulation [6][10] - The Chinese government stresses the importance of mutual respect and cooperation in its dealings with the EU, highlighting the need for trust rebuilding within a rules-based framework [6][10] - The future of EU-China relations regarding rare earths will depend on whether the EU opts for a confrontational adjustment or seeks to redefine its cooperative framework based on shared interests [10]