欧洲安全了？中美会谈后，中国对欧盟示好：送芯片，提供稀土

Core Points - China has announced a relaxation of rare earth export restrictions to the EU and lifted some export limits on ASML chips, signaling a potential shift in strategy towards Europe [1][3][6] - The easing of restrictions comes after a recent positive development in US-China relations, where both sides made concessions regarding export controls [3][10] - European companies, particularly in the automotive sector, are relieved as they heavily rely on Chinese rare earths and chips for production [6][7][10] Group 1: Rare Earths - Rare earths are critical for manufacturing electric vehicle batteries, wind turbines, and high-end chips, with Europe relying on imports for over 90% of its needs [6][10] - The previous tightening of export restrictions had caused significant supply chain disruptions for European manufacturers, prompting some to relocate production closer to supply sources [6][12] - The recent policy shift allows European companies to resume expansion plans without the fear of supply shortages [6][10] Group 2: Chips - The chip export restrictions imposed by China were a response to actions taken by the Netherlands against ASML, which is partially Chinese-owned [6][7] - The Chinese government has now offered export exemptions for companies facing "actual difficulties," specifically targeting European automotive manufacturers [7][10] - This development is seen as a positive signal for easing tensions and fostering cooperation between China and Europe [8][10] Group 3: Economic Cooperation - The recent actions by China are viewed as an effort to stabilize global supply chains and maintain cooperative economic relations with Europe [10][12] - Experts suggest that this could lead to a more stable and long-term partnership between China and Europe, reducing reliance on the US [10][12][15] - However, there are calls for Europe to diversify its supply sources to mitigate risks associated with over-dependence on any single country [12][15]