来自中国的又一记重拳！稀土新规让美急疯了：这还怎么打？

Core Viewpoint - China's recent export control measures on rare earth technologies represent a strategic move to strengthen its position in the global rare earth industry, impacting high-tech and military sectors in the U.S. and altering the competitive landscape of the global high-tech industry [1][8]. Group 1: China's Position in Rare Earth Industry - China controls nearly 60% of global rare earth mining and monopolizes about 85% of rare earth refining capabilities, a result of decades of technological accumulation and market positioning [3]. - The new export control regulations cover the entire rare earth industry chain, from mining to final magnetic material manufacturing, including the recycling of rare earth secondary resources [4][5]. Group 2: Details of the Export Control Measures - The export control measures include comprehensive regulations on technologies related to mining, refining, metal smelting, magnetic material manufacturing, and recycling, approved by the State Council [4]. - The regulations address long-standing regulatory loopholes, preventing Western countries from bypassing restrictions by processing imported rare earth ores locally [5]. Group 3: Scope and Implications of the Regulations - The control codes include technologies for the entire lifecycle management of production lines, indicating a shift from mere production oversight to comprehensive management [7]. - The scope of regulation has expanded to include all forms of technology transfer, such as intellectual property licensing, investment, and joint research, indicating a robust approach to prevent technology outflow [7]. Group 4: Impact on Global Competition - The tightening of controls is causing anxiety within the Pentagon, as it may hinder access to critical materials necessary for weapon production [8]. - China's new policy aims to reshape the global rare earth market, moving away from a reliance on Chinese supplies while ensuring national security and core interests [8].