中国刚恢复稀土供应，对美国出口激增7倍，紧接着打破一重要惯例

Core Viewpoint - China's rare earth exports to the United States have surged sevenfold following the resumption of supply, breaking a long-standing practice in the process [1][5][10]. Group 1: Export Surge - China's rare earth exports to the U.S. increased from several hundred tons last year to several thousand tons this year, indicating a significant demand from high-tech companies like Apple, Tesla, Boeing, and Lockheed Martin [5][6]. - The price of rare earths has risen, with costs increasing from $100 per kilogram to a starting price of $150 per kilogram due to technological upgrades and higher environmental standards [6][8]. Group 2: Breaking Traditions - China has shifted from long-term contracts to short-term orders and spot trading, which means U.S. companies must constantly monitor price fluctuations and adapt to China's pricing strategies [8][10]. - This change in approach reflects China's strengthened position in the rare earth market, allowing it to dictate terms such as pricing, contract clauses, and delivery schedules [10]. Group 3: Market Dynamics - China holds 36% of the world's rare earth reserves and produces over 60% of the total, supported by a complete industrial chain from mining to processing [4][9]. - The development of China's own renewable energy sector, including electric vehicles and solar panels, has reduced its reliance on rare earth exports, further enhancing its negotiating power [9].