稀土管制损失巨大，多国要求中国废除禁令，温铁军：轮不到你发言

Core Viewpoint - China dominates the global rare earth supply, producing over 70% of the total output, which is crucial for high-tech and defense industries [2][4] Group 1: Industry Overview - Rare earth elements are essential for various applications, including mobile phone chips, electric vehicle batteries, and missile guidance systems [2] - China has established a complete industrial chain for rare earths, from mining to processing, allowing it to maintain a competitive edge with lower costs [4] Group 2: Environmental and Economic Impact - Over-extraction of rare earths has led to severe environmental issues in mining areas, with significant financial costs for soil and water remediation [6] - The Chinese government has implemented stricter regulations since 2010 to control extraction volumes and enhance environmental standards, culminating in more stringent export controls in 2023 [8] Group 3: Global Reactions and Economic Consequences - Following China's export restrictions, companies in the US, Japan, and the EU reported significant financial losses, with direct losses exceeding $10 billion [12] - Major corporations like Tesla and Apple faced disruptions in production due to supply chain issues, impacting their operations and leading to broader economic repercussions [12] Group 4: Strategic Responses and Future Outlook - In response to the restrictions, foreign entities have sought to diversify their supply sources, with the US and Japan investing in domestic and alternative projects [18] - China's policy adjustments aim to enhance domestic applications and promote high-quality development, while maintaining control over its resources [20]