中国稀土最严管制，不止美军工停产，美国更担心，芯片都买不到

Core Insights - China's recent rare earth export control measures have reached an unprecedented level, covering the entire industry chain from extraction to recycling, indicating a stronger control over the global rare earth supply chain [1] - The new regulations apply not only domestically but also to foreign companies, requiring them to obtain export licenses from China if their products contain even a trace of Chinese rare earth elements [1] - This move has raised significant concerns in Western countries, particularly the United States, as it could severely impact the military and high-tech industries that rely on rare earth elements [3][5] Industry Impact - The export control measures are expected to create substantial challenges for the U.S. military industry, which relies on rare earth elements for advanced weaponry, including sixth-generation fighter jets [3][5] - The restrictions on exports of materials essential for chip production, particularly those involving advanced technologies, could hinder the U.S.'s ability to compete in the global technology landscape, especially in artificial intelligence [5][10] - China's dominance in rare earth purification and separation technology, with a near 100% market share, means that other countries are heavily reliant on China for high-purity rare earth elements, which are critical for high-tech applications [7][9] Competitive Landscape - The U.S. may face a significant technological gap in rare earth processing, with estimates suggesting it could take at least 20 years to develop comparable purification and separation technologies [7] - The high purity of rare earth elements is crucial for various high-tech industries, and China's expertise in this area poses a long-term challenge for global competitors [9] - The ongoing competition over rare earth resources is likely to intensify, with implications for both military and technological advancements in the U.S. and other Western nations [10]