中国稀土新政落地，惊动特朗普，他紧急回应，让两员大将马上处理

Core Viewpoint - China's new rare earth regulations represent a significant shift in strategy, impacting not only raw material exports but also equipment and technical personnel, which has caused a strong reaction in the international market, particularly in the United States [1][3][5] Group 1: Impact on the U.S. Rare Earth Industry - The new regulations effectively block the U.S. from accessing essential equipment and technical services needed for rare earth processing, severely limiting its ability to develop its own rare earth industry [3][7] - U.S. Treasury Secretary Mnuchin proposed a $20 billion plan to secure rare earth mining rights in Argentina, but the Argentine government has not yet responded positively [5][11] - The U.S. is exploring partnerships with other countries like Pakistan and Turkey for alternative resources, but these options face significant challenges in terms of technology and quality [5][13] Group 2: Strategic Shift in China's Approach - China's new policy is part of a broader strategy that has been in development since 2023, transitioning from merely selling raw materials to controlling the entire value chain of rare earths [9][15] - The focus is now on building a "non-replaceable" position through technology, standards, and talent, moving from a resource-based economy to a technology-driven one [15][17] - This strategic shift indicates that China is no longer just a supplier of raw materials but is aiming to dominate the technology and processing aspects of the rare earth industry [15][19] Group 3: Long-term Implications for the U.S. - The U.S. military's significant demand for rare earth materials complicates the situation, as the government struggles with budget issues that hinder investment in domestic rare earth production [7][19] - The U.S. may resort to using the Defense Production Act to requisition civilian rare earth stocks to prioritize military needs, but this is only a temporary solution [17][19] - The competition is evolving from resource availability to technological superiority, with China leveraging its resource advantages to create a technological moat [15][19]