刚恢复稀土供应，中国对美国出口激增7倍，美国刚要庆祝，却被中方接下来一个举动搞破防了

Group 1 - In June, China's exports of rare earth magnets to the U.S. surged nearly sevenfold to 352.8 tons, reflecting the positive impact of improved trade relations following a May agreement between the two countries [1][3] - Despite the increase in exports, China's overall rare earth magnet exports in June were down 38.1% year-on-year, indicating a significant decline compared to previous years [3][6] - China has broken a four-year tradition by not disclosing its rare earth mining quotas for the year, which has raised concerns in the U.S. about future supply predictability [3][6] Group 2 - China holds a dominant position in the rare earth market, with 92% of global refining output and 99% of heavy rare earth refining capacity, a result of decades of industrial development [3][4] - Starting April 2025, China will implement export controls on certain rare earth elements, requiring companies to apply for permits and provide proof of end-use, which has already led to a significant drop in exports to the U.S. [4][6] - The U.S. response to China's strategic control over rare earth resources has been disorganized, with plans to invest in domestic supply chains facing significant challenges [6][9] Group 3 - China's strategy includes a targeted approach to export controls, allowing free export of light rare earths while strictly regulating medium and heavy rare earths used in military applications, effectively managing global supply chains [6][7] - The recent surge in exports is seen as a temporary reaction to panic buying, with analysts predicting a potential decline in exports as China intensifies its crackdown on smuggling [9] - The ongoing competition for rule-making authority in the rare earth sector highlights China's shift from merely selling resources to controlling the rules of the game, impacting global power dynamics [7][9]