“覆盖从汽车到战斗机的各个领域”，中方“以美之道”反制令美国叫苦不迭

Core Viewpoint - China's recent regulations on rare earth exports significantly enhance its influence over key manufacturing sectors globally, particularly in the context of escalating international trade tensions [1][4][5]. Group 1: New Regulations Overview - The new regulations, effective from December 1, cover rare earth magnets and certain semiconductor materials containing 0.1% or more of Chinese rare earth components, requiring foreign companies to obtain Chinese approval for exports [9]. - The regulations extend to any products produced abroad using Chinese rare earth mining, smelting, and magnet manufacturing technologies, indicating a broad scope of control [9][10]. - Military-related exports will generally not be permitted, with applications for AI technologies with potential military uses subject to case-by-case approval [5][10]. Group 2: Impact on Industries - The automotive and military sectors are particularly vulnerable, as many components rely on rare earth materials, leading to production halts in several European automotive suppliers due to shortages [8][9]. - Companies in the automotive industry have reported delays in obtaining export licenses, complicating their supply chains and operations [6][9]. - The regulations may hinder European countries' military support to Ukraine, as many military equipment components depend on Chinese rare earths [5][10]. Group 3: Geopolitical Reactions - The new export controls have raised concerns among Western nations, particularly regarding their implications for military capabilities and supply chains [5][10]. - China's actions are viewed as a response to perceived unfair trade practices by the U.S., including tariffs and export controls that have affected various sectors [10].