中方动真格了，几乎断供欧盟稀土，关键时刻，冯德莱恩拒绝特朗普要求

Core Points - China has significantly increased its rare earth magnet exports to the EU while reducing exports to the US, highlighting the EU's dependency on Chinese supplies in critical industries [1][3] - The EU is facing production disruptions due to China's export controls, with multiple industries experiencing interruptions in August [3][6] - Ursula von der Leyen's refusal to impose tariffs on China and India as per Trump's demands indicates a strategic decision to protect EU economic interests [4][6] Group 1 - China's rare earth magnet exports to the EU reached 2,582 tons in August, a 21% increase from July, while exports to the US decreased by 5% to 590 tons [1] - The EU's reliance on Chinese rare earths spans various sectors, including automotive, wind energy, and electronics, making it vulnerable to supply shortages [1][3] - Von der Leyen's statement reflects the EU's intent to maintain economic autonomy and avoid being drawn into US geopolitical strategies [4][8] Group 2 - The EU has faced production interruptions due to China's export restrictions, with reports of seven production halts in August and expectations of more in September [3][6] - Von der Leyen emphasized that tariff policies must be decided independently by the EU, despite external pressures from the US [4][6] - The EU's economic ties with China are increasingly critical, particularly for Germany's automotive industry, which relies heavily on rare earths for electric vehicle components [6][8]