四国在美联合制华，印太稀土联盟已成，反被中国“一招制敌”

Group 1 - The core point of the news is the launch of the "Quad Critical Minerals Initiative" by the US, Japan, Australia, and India, aimed at reducing dependence on China in critical minerals, particularly rare earths, indicating an escalation of the long-standing strategy to contain China [2][3]. - The US plans to reduce its reliance on Chinese rare earths from 78% to below 40% by 2030, but faces significant challenges due to China's dominance, which controls 80% of global refining capacity [3]. - Japan relies on China for 92% of its rare earths and is collaborating with Australia to develop separation technologies while seeking lithium mining opportunities in Africa [3]. Group 2 - Australia is investing AUD 1.2 billion to establish critical mineral reserves and has built its first rare earth processing plant, aiming to become a new star in the global supply chain [3]. - India has initiated the "National Critical Minerals Mission" to challenge China's dominance in the rare earth trade [3]. - Despite the apparent unity among the four countries, there are underlying tensions and individual interests that could hinder their collective efforts [5]. Group 3 - China has revised its Mineral Resources Law for the first time in 29 years, emphasizing "national mineral security" and imposing strict controls on rare earth exports and technology transfers [7]. - The new law requires foreign companies obtaining Chinese rare earth resources to share patent technologies, further consolidating China's control in the rare earth sector [7]. - China's strategy combines precise strikes and flexible tactics, maintaining trade relations while exerting pressure on potential adversaries [7][9]. Group 4 - The competition over rare earths is not just a resource battle but a comprehensive game involving technology, economy, and diplomacy, with China viewing rare earths as strategic resources [9]. - The long-term outcome of this competition will depend on technological innovation and strategic vision, with the Quad alliance needing to overcome internal conflicts and achieve breakthroughs to challenge China's dominance [10]. - China, with its complete industrial chain and strategic foresight, appears to have the upper hand in this ongoing contest over rare earths [10].