美媒点名苹果、特斯拉，“中方很清楚，有能力痛击美企”

Core Viewpoint - China's new export control measures on rare earths represent a significant shift in its strategy to regulate the global flow of critical minerals, potentially enhancing its leverage in trade negotiations with the U.S. and other countries [1][2][5]. Group 1: Export Control Measures - The new regulations, effective from December 1, require global companies to obtain Chinese approval for exporting rare earth magnets or semiconductor materials containing 0.1% or more of controlled rare earth metals sourced from China [5]. - This move is seen as a strategic decision to ensure China's long-term influence over the U.S. and other nations, aiming to prevent future export controls against China [1][2]. Group 2: Impact on U.S.-China Relations - Analysts suggest that the rare earth export controls are a calculated response to U.S. policies perceived as aggressive, particularly those implemented in September 2023 [2]. - The measures may compel the U.S. to reconsider its stance on semiconductor controls, as China seeks to leverage its dominance in rare earths to negotiate more favorable terms [2][7]. Group 3: Global Supply Chain Dynamics - China's control over seven key rare earth metals, with the U.S. having zero refining capacity for these elements, positions China as a critical player in the global supply chain [5]. - The new regulations are part of a broader strategy to establish a "responsible rare earth supply chain," reflecting China's transition from a supplier to a governance role in the rare earth sector [6]. Group 4: Strategic Implications - The measures are viewed as a culmination of China's efforts to create a regulatory framework similar to the U.S.'s long-arm jurisdiction, indicating a shift in global power dynamics [5][6]. - Experts believe that these actions could stabilize U.S.-China relations by forcing a more pragmatic approach from the U.S. government [7].