中国祭出稀土新规，特朗普竟又“威胁”

Core Viewpoint - China has announced unprecedented export controls on rare earth materials, which are critical for modern technology, potentially giving it leverage in trade negotiations with the U.S. [1][4] Group 1: Export Control Measures - On October 9, China's Ministry of Commerce issued new regulations that impose export controls on certain rare earth-related items and technologies containing Chinese components [4][9] - The new rules require foreign companies to obtain Chinese approval for exporting rare earth magnets and some semiconductor materials that contain 0.1% or more of Chinese heavy rare earth elements [4][9] - The regulations will take effect on December 1 for certain items and immediately for others, particularly those with military applications, which will generally not be permitted for export [5][9] Group 2: Impact on U.S. Economy and Technology - Experts warn that strict enforcement of these regulations could lead to a recession in the U.S. economy, particularly affecting the AI industry [1][4] - The U.S. relies heavily on Chinese rare earths for high-tech products, with China controlling approximately 70% of global rare earth mining, 90% of refining, and 93% of magnet manufacturing [4] - The new export controls are seen as a significant challenge to U.S. efforts to build domestic supply chains and reduce reliance on Chinese materials [7][9] Group 3: Strategic Timing and Negotiation Leverage - The timing of the announcement coincides with anticipated high-level talks between the U.S. and China, suggesting a strategic move to strengthen China's bargaining position [5][8] - Analysts believe that these measures are part of a broader strategy to compel the U.S. to reconsider tariffs and export controls on Chinese technology [7][8] - The U.S. may respond with increased tariffs, cutting off Chinese access to semiconductor manufacturing equipment, and accelerating domestic rare earth production [5][7]