稀土技术管制后，外媒惊觉事态严峻，带你看清全球产业链谁说了算

Core Insights - China's recent export control on rare earths and related technologies has significant implications for global supply chains, particularly in high-tech industries [1][3][5] - Germany's response highlights the urgency of the situation, as the country relies heavily on Chinese rare earths for its manufacturing sector [3][9] Group 1: Export Control Implications - The new policy not only targets raw materials but also encompasses technology, usage ratios, and applications, setting a stringent threshold of 0.1% for rare earth content in products [3][5] - Approximately 70% of global rare earth refining occurs in China, with heavy rare earths accounting for over 90% of production, making it difficult for Western manufacturers to find alternatives [3][5][9] Group 2: Impact on Industries - The control measures affect not only high-tech sectors but also basic supply chains, impacting everyday products like smartphones and household appliances [5][9] - Prices for rare earth elements such as dysprosium and terbium have surged, with dysprosium prices doubling in recent months, indicating strong demand and the influence of Chinese policy [5][9] Group 3: Strategic Shift - China's approach is not a blanket ban but rather a structured regulation that allows compliant entities to access resources, contrasting with the U.S. strategy of restricting technology exports [7][11] - The new rules establish a framework where companies must adhere to Chinese regulations to secure rare earth supplies, shifting the balance of power in global supply chains [11][13] Group 4: European Response - Germany, as a key player in European manufacturing, acknowledges the risk of supply chain disruptions, particularly in the automotive and renewable energy sectors [9][11] - The European goal of achieving 40% domestic processing of rare earths by 2028 faces significant challenges, including technological and environmental hurdles [9][11]