突发特迅！有消息称：中国正研究收紧对日稀土出口许可审查，引发全球高度关注

Core Insights - China is considering tightening export license reviews for seven types of heavy rare earth elements, which are crucial for Japan's industries, in response to Japan's recent negative actions [1][7] Group 1: Heavy Rare Earth Elements - The seven key resources, referred to as "vitamins for the technology industry," include samarium, gadolinium, terbium, dysprosium, lutetium, scandium, and yttrium, which are essential for high-end manufacturing and defense technology [1][3] - Heavy rare earths like terbium and dysprosium are critical additives for high-performance neodymium-iron-boron magnets used in electric vehicle motors and wind turbines [3] - In the nuclear energy sector, gadolinium and samarium are core materials for control rods in nuclear reactors, directly impacting the safety of nuclear power plants [3] Group 2: Japan's Dependency - Japan has reduced its overall dependence on Chinese rare earths from 90% to 60%, but remains nearly 100% reliant on China for key categories like dysprosium and terbium used in electric vehicle motors [5] - If export reviews are tightened, Japan's automotive, electronic components, wind power, medical equipment, and aerospace sectors will be significantly affected, with potential losses of 660 billion yen (approximately $4.5 billion) over three months and 2.6 trillion yen (approximately $17.5 billion) over a year, equating to a 0.43% reduction in annual GDP [5] Group 3: China's Strategic Response - China's consideration to tighten export reviews is framed as a justified response to Japan's recent provocative actions, including comments on Taiwan and increased military spending [7] - The tightening of export controls aligns with China's export control laws and international practices, aimed at safeguarding national security and fulfilling non-proliferation obligations [7] - This move reflects China's growing influence in the strategic resource sector, as it holds 40% of global rare earth reserves and 67% of production, transitioning from a low-cost exporter to a key player in resource security [8][9]