为逼中国供稀土，美国威胁加税200%，结果适得其反，我方再有动作

Group 1 - The core issue is the ongoing tension between the US and China regarding rare earth supplies, particularly in the military sector, despite some trade resumption after the June negotiations [1][3] - The US exported 4,719 tons of rare earth ore to China in July, but only received 619 tons of processed rare earths back, highlighting a significant supply chain dependency on China [3] - China has tightened its export controls on rare earth mining and processing, issuing new regulations that strengthen quantity limits and export audits, which could further complicate US access to these materials [5][8] Group 2 - Trump's threats of imposing a 200% tariff on Chinese rare earths are unlikely to change the short-term dependency of the US on Chinese supplies, as the US lacks the necessary refining technology [7] - Although some civilian rare earth exports to the US have resumed, China retains control over the refining speed and export approval process, indicating potential delays in delivery [8]