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冲着中国稀土来?美日印澳四国齐聚华盛顿,中方早有应对准备

Group 1 - The core objective of the "Quad Critical Minerals Initiative" is to reduce dependence on Chinese rare earth elements, particularly in light of China's export controls implemented on April 4 [1][3] - The U.S. Treasury Secretary expressed concerns that exports of rare earth magnets from China to the U.S. have not returned to pre-April levels, indicating a tense international supply chain [1][3] - China has implemented a dynamic assessment mechanism with a six-month grace period for export licenses, requiring detailed production data and usage information from companies [3][5] Group 2 - The four countries (U.S., Japan, India, Australia) have previously attempted to diversify their supply chains away from China, but have faced challenges due to China's established refining technology [5][7] - The upcoming trade negotiations between the U.S. and Japan are expected to yield agreements, but the effectiveness of these agreements in altering the rare earth supply landscape remains uncertain [5][7] - The rare earth competition reflects broader U.S.-China strategic rivalry, with China's export control measures showcasing its control over critical resources [7]