稀土管制冲击外贸？李成钢硬气表态：中国安全是首要，其他往后靠

Core Insights - The recent export control measures on rare earths by China have significant implications for global supply chains, particularly in green technology and high-end manufacturing [1][4][9] - The Chinese government emphasizes that these measures are primarily focused on security, linking it to the broader context of international geopolitical challenges [2][4][5] Group 1: Export Control Measures - China's export control on rare earths is seen as a critical move that has prompted immediate reactions from the EU, the US, and Japan, highlighting the global reliance on these materials [1][4] - The export restrictions could lead to increased production costs in industries reliant on rare earths, potentially affecting the profitability of China's green technology exports [1] Group 2: Security and Development - The Chinese government, through statements from officials like Li Chenggang, articulates a philosophy where security and development are interdependent, suggesting that safety is a prerequisite for sustainable growth [2][5] - The current geopolitical landscape, particularly the actions of Western nations, necessitates that China employs export controls as a means to safeguard its economic interests and technological capabilities [4][5] Group 3: Strategic Resource Management - The competition for strategic resources, including rare earths and lithium, is intensifying globally, with control over these resources providing significant security advantages [5][7] - China's strategy involves enhancing its processing capabilities for rare earths and other resources, thereby increasing its influence within global supply chains [5][7] Group 4: Long-term Strategy - The dual approach of using export controls as a defensive measure while simultaneously pursuing green transformation and high-end manufacturing is framed as a comprehensive strategy for national strength [7][9] - The overarching goal is to establish a robust foundation of security that supports ongoing development, ensuring that China can navigate global competition effectively [9]