中国出手管稀土，德国第一个坐不住：我们很慌！

Core Viewpoint - China has implemented new regulations on rare earth exports, prompting concerns from the US and Europe regarding their reliance on Chinese supplies [2][4]. Group 1: New Regulations - Starting December 1, products containing more than 0.1% of Chinese heavy rare earths or utilizing Chinese rare earth technology will require approval for export from China [2]. - Military-related exports will likely not receive approval under the new regulations [2]. Group 2: Global Impact - China controls 70% of global rare earth mining, 90% of processing, and 93% of magnet manufacturing, making it a critical player in the global supply chain for high-tech products [2][5]. - The new regulations have raised alarms in the US, particularly in the semiconductor industry, which relies on rare earth materials for high-precision manufacturing [7]. Group 3: International Reactions - Germany and the EU have expressed concerns and are discussing the implications of China's new regulations, acknowledging the need to reduce dependence on non-European sources [2]. - The EU has called for assurances of stable rare earth supplies from China [2]. Group 4: Strategic Context - The timing of the new regulations coincides with speculations about upcoming US-China talks, suggesting a strategic move by China in response to US tariffs and technology restrictions [4][9]. - Experts view this as a tactical maneuver by China to strengthen its position in negotiations, emphasizing the importance of rare earths for national security and international obligations [12].