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中国管制稀土出口,西方还是不死心?外媒:G7集团拟签署矿产协议
Sou Hu Cai Jing·2025-10-31 06:46

Core Insights - China's rare earth resources are abundant, and the refining technology and related industry chain are largely monopolized by China, leading to foreign rare earth companies relying on China for exports [1] - Rare earth elements are critical in various industries, especially in new energy, semiconductors, and military equipment, resulting in increasing demand [1] - China has implemented strategic controls on rare earth exports in response to aggressive Western policies, particularly from the US, which has led to panic in the West due to their lack of a traditional rare earth refining industry [3][7] Group 1 - China has a clear policy on rare earth export controls, focusing on supervising end-use products and users, which has caused Western nations to accuse China of disrupting market order [3] - The G7 group is attempting to counter China's export controls by drafting a mineral agreement to establish a new supply chain independent of Chinese refined rare earth materials [5] - The G7's efforts indicate a collective approach to build an alternative supply chain to replace reliance on China, aiming to undermine the existing rare earth supply chain [5] Group 2 - China's export controls on rare earths are a response to Western sanctions on China's high-tech industries, particularly in the semiconductor sector [7] - The West's long-standing neglect of developing its own rare earth industry has resulted in a complete dependency on China, making it vulnerable to supply chain disruptions [7] - Even if the G7 attempts to create a new rare earth supply chain, they will still depend on Chinese technology, making it challenging for them to succeed without starting from scratch [9]