“中美签了”！特朗普宣布好消息，中美“握手言和”，稀土稳了？

Group 1 - The recent confirmation of the framework details between China and the US indicates a potential easing of trade tensions, with China agreeing to approve certain controlled item export applications while the US will lift a series of restrictive measures [1] - Despite the progress, there remains a long road ahead for a definitive trade agreement, as highlighted by cautious commentary from US media [1] - The narrative in some US circles blaming China for trade issues is seen as unjust, with the argument that the imposition of tariffs by the US initiated the current difficulties in trade relations [1] Group 2 - President Trump expressed excitement over the negotiation progress, indicating that a trade agreement has been reached and that the US is beginning to open up to China [3] - The strategic importance of rare earth resources has played a significant role in the negotiations, with the US feeling the impact of shortages in various industries, including defense and automotive [3] - The urgency for the US to reach an agreement with China is underscored by the potential negative effects on American industries if the trade conflict continues [3] Group 3 - The US continues to impose restrictions in critical areas such as the semiconductor industry, indicating that the core pressure from the US on China has not significantly eased [5] - Although the US has regained access to some rare earth materials from China, the supply remains barely sufficient, and efforts to increase imports face challenges due to China's new export licensing system [5] - The control of rare earth processing and refining capabilities largely remains with China, complicating efforts by the US and EU to develop domestic alternatives [7] Group 4 - China's measures to control rare earth exports serve to strengthen its position in the market while protecting domestic interests and preventing the use of these materials in military applications [7] - The potential decrease in rare earth exports to the US may not significantly impact overall profits for China, as the country retains the ability to leverage this resource strategically [5][7]