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中欧真的存在一场“稀土危机”吗?
Huan Qiu Shi Bao·2025-10-28 15:26

Core Viewpoint - The upcoming talks between China and Europe in Brussels regarding rare earth issues are framed against a backdrop of exaggerated fears about a "rare earth supply crisis" and geopolitical tensions, questioning whether a real crisis exists between the two parties [1][3]. Group 1: China and Rare Earths - China is the world's largest producer and exporter of rare earths, which reflects the natural outcome of economic globalization and highlights the economic complementarity between China and Europe [1][2]. - China's export control policies are seen as a necessary step for the long-term stability of the rare earth supply chain, aligning with global green development trends [2][3]. - The Chinese government has established a "green channel" for European companies to facilitate the export process, with over 60% of EU companies expected to obtain export licenses through this channel by mid-2025 [2]. Group 2: European Concerns and Misconceptions - The anxiety expressed by some European officials regarding rare earths is fundamentally a cognitive issue, reflecting a misperception of dependency on China [3]. - The real challenge for Europe lies in overcoming geopolitical constraints and returning to a rational and pragmatic policy towards China, rather than succumbing to external pressures [3]. - The notion of using "economic weapons" against China may contradict European interests and raises questions about the true intentions behind such rhetoric [3]. Group 3: Future Cooperation - The focus should be on establishing a legally viable and reciprocal framework for cooperation on rare earths, which could stabilize the supply chain and send positive signals to the international community [3]. - Continuous emphasis on "reducing dependence on China" could overshadow practical cooperation and hinder Europe's ability to address its own competitiveness issues [3].