欧盟刚把嗓子喊破，要求中国30天内取消稀土出口管制，否则冯德莱恩就不来了

Group 1 - The EU Ambassador to China issued a 30-day ultimatum for China to lift its rare earth export controls, or else the European Commission President von der Leyen would not visit China [1][3] - Rare earth elements are critical for modern industries, with 98% of heavy rare earths sourced from China, and current stockpiles are only sufficient for 21 days [3][5] - European companies, such as Volkswagen, are already facing production halts due to shortages of rare earth materials, highlighting the dependency on Chinese supplies [3][5] Group 2 - Despite the ultimatum, China has responded by shortening the upcoming summit and tightening export approvals, indicating a firm stance on its export policies [5][7] - Recent customs data shows a decrease in rare earth exports by 11% month-on-month, while prices have increased by 18%, suggesting a strategy of selling less for higher profits [5][7] - European companies are beginning to prepare for a prolonged supply shortage, with ASML advising its supply chain to brace for a tight market, and Renault sending executives to secure quotas [5][7] Group 3 - The EU's approach mirrors past strategies used in the solar industry, where China raised silicon prices by 30%, leading to a significant drop in European installations [7] - The decision on whether von der Leyen will visit China now rests with the approval processes in Chinese rare earth mines, indicating a shift in power dynamics [7] - The situation reflects a miscalculation by the EU, as their attempts to leverage cooperation have turned into a standoff, with China remaining unhurried in its response [7]