为获得稀土出口许可，德国企业已向中国提交供应链数据

Core Insights - German companies are submitting sensitive supply chain data to the Chinese government to obtain rare earth export licenses due to China's expanded export controls [2] - The Chinese government requires detailed supply chain information, including production flow charts and customer details, for the approval of rare earth export licenses [2] - 95% of Germany's rare earth demand is sourced from China, leading companies to comply with stringent requirements to expedite the approval process [2] Group 1 - German companies are applying for six-month rare earth mineral export licenses by providing supply chain data to the Chinese government [2] - The submission of supply chain data may allow China to gain insights into which companies rely solely on Chinese suppliers and their rare earth inventory levels [2] - The German Embassy in China is assisting companies by providing a priority list to facilitate the licensing process [2] Group 2 - All German companies, regardless of size, have abandoned emergency reserves of relevant raw materials to avoid suspicion of smuggling to the U.S. [2] - The German Ministry of Economy expressed concerns over China's ongoing expansion of rare earth controls and is utilizing all available channels to respond [2]