氧化钇价格暴涨4400%，不是中国不卖，而是美国买不起了。

Group 1 - The core viewpoint is that despite the perceived victory of the U.S. in the tariff agreement with China, underlying geopolitical tensions are being exacerbated, particularly regarding rare earth resources [1] - China is adhering to the bilateral agreement made in Kuala Lumpur, but the U.S. is still facing a rare earth crisis [1][5] - The price of rare earth elements, especially yttrium oxide, has surged dramatically, with a reported increase of 44 times, leading to significant cost pressures for U.S. companies [3][5] Group 2 - China has not violated any terms of the agreement, as there are no restrictions on price increases, which has led to a substantial rise in prices, particularly in yttrium oxide, which has increased by over 4400% [5] - The shift in pricing strategy by China is a response to Western criticism of low prices, indicating a potential end to the era of cheap Chinese goods [5][7] - The Chinese government is planning to enhance social welfare and change its economic development model, moving away from excessive competition, which may lead to a new era of increased export prices for Chinese goods [7]