2000份稀土订单，中方批了一半，欧盟被玩弄于股掌，还得感谢中国

Core Insights - The EU is increasingly anxious about China's rare earth export policies, which appear to be targeted specifically at the US rather than globally [1] - The EU aims to secure "special treatment" from China similar to that of the US to alleviate concerns over rare earth supply [1] Group 1: EU's Engagement with China - The EU has established a "special communication channel" with China to ensure a continuous supply of critical rare earth materials for European industries [3] - Over 2,000 applications for rare earth exports from European companies have been submitted to China, with more than half already approved [3] Group 2: Approval Process and Strategy - The EU is satisfied with the partial consensus reached with China regarding rare earth procurement, as over half of the orders from EU companies have been approved [4] - China's approval of over 1,000 rare earth orders from European companies indicates a strategic approach, allowing approvals as long as companies comply with reporting requirements [4][6] Group 3: China's Position and Strategy - China's strategy of maintaining a 50% approval rate for rare earth orders prevents European companies from stockpiling, thereby managing their anxiety over supply [6] - This approach reinforces China's dominant position in the global rare earth supply chain and delays the EU's efforts to achieve supply chain autonomy [6] Group 4: Comparison with US Policies - The situation mirrors the US's approach to technology exports, where the US seeks to maintain its market dominance over China, similar to how China manages its rare earth exports to the EU [10] - The dynamics suggest that China is effectively leveraging its position to influence EU and US relations, compelling them to adopt a more cautious stance [10]