中日稀土博弈再升级！日本工业命脉被精准“卡”在审批单上

Group 1 - The core issue is the increasing approval delays for exports from Japan to China, particularly affecting industries reliant on rare earth materials, leading to significant anxiety among Japanese companies [1][3][5] - Japanese companies report that the average approval time for exports to China has increased by 42% compared to the previous year, with a staggering 68% delay rate for rare earth-related products [3][5] - Japan consumes 15% of the world's rare earth resources annually, while its domestic reserves are only 0.3%, making it heavily reliant on Chinese supplies [5][7] Group 2 - The current situation is reminiscent of past tensions, such as the Senkaku Islands incident, where Japan faced severe disruptions in its manufacturing due to China's control over rare earth exports [5][7] - Japan's dependency on China for rare earths remains high, with 70% overall reliance and 100% for certain heavy rare earths, which poses a critical risk to its industrial capabilities [7][9] - The semiconductor industry exemplifies the interdependence between China and Japan, where a deterioration in relations could lead to significant losses for both sides, highlighting the need for cooperation [9][10] Group 3 - The article emphasizes the importance of rational dialogue and cooperation between China and Japan, suggesting that mutual respect and understanding are essential for future economic relations [10][12] - The ongoing situation serves as a reminder that provocative political statements can have far-reaching consequences on supply chains and industrial operations [10][12] - The ultimate goal of the economic relationship should be to foster a cooperative ecosystem rather than a zero-sum game, benefiting both nations' industries and populations [12]