中方加码稀土新规，“美国拉着马来、缅甸、哈萨克斯坦跳过中国，别想了”

Core Points - China has implemented new export regulations on rare earth materials, requiring foreign companies to obtain approval for exporting products containing Chinese rare earth elements or utilizing Chinese technology for production [1][4][5] - The new regulations, effective December 1, cover any products containing 0.1% or more of controlled rare earth metals from China, impacting global supply chains and potentially increasing costs for companies seeking alternatives [1][4][5] - Analysts suggest that these measures are part of a long-term strategy to maintain China's dominance in the rare earth sector and to prevent the establishment of alternative supply chains by countries like the U.S. [2][4] Industry Impact - China controls approximately 70% of global rare earth mining, 90% of separation and processing, and 93% of magnet manufacturing, highlighting its significant influence in the industry [4] - The new regulations are seen as a strategic move to enhance China's bargaining power in trade negotiations, particularly in response to U.S. tariffs and export controls on technology [5][6] - The measures are expected to complicate efforts by the U.S. and other countries to create independent supply chains, thereby increasing operational difficulties and costs for foreign companies [2][4] Government Position - The Chinese government emphasizes that the export controls are in line with international practices and aim to safeguard national security and interests [6] - China expresses a willingness to engage in dialogue with other nations to promote compliant trade and ensure the stability of global supply chains [6]