中美博弈再升级，稀土反制出手！美国从威胁到示好释放了什么信号

Core Insights - The ongoing "rare earth war" between the US and China has intensified, with China taking strong countermeasures while the US shows no signs of backing down, particularly regarding military-related rare earths [1] - Rare earths play a crucial role in modern industries and military applications, being essential for various technologies from smartphones to advanced weaponry [1] - China's historical challenges in the rare earth industry have shifted, leading to significant advancements in technology and market control, allowing China to dominate the global rare earth supply chain [2][6] Industry Developments - China's Ministry of Commerce announced export controls on certain rare earth products containing Chinese components, causing significant pressure on US industries [5] - Despite having rare earth resources, the US lacks advanced purification technology, making it reliant on China for processing, with experts estimating hundreds of billions in investment and a decade needed to reduce this dependency [5] - China's rare earth industry has evolved into a complete supply chain, achieving self-sufficiency in production and processing, and gaining pricing power in the global market [6] Strategic Implications - The US has shifted from a confrontational stance to seeking negotiations on rare earths, indicating a loss of leverage in this strategic resource [8] - China's export control measures reflect its dominance in the global supply chain and its ability to set rules and standards, marking a significant shift in the traditional export model [8] - The ongoing competition over rare earths highlights their status as a strategic resource in US-China relations, with implications for global supply chain security and compliance [9][10]