军售变消耗战：中国掐住稀土命脉，美国军工成本飙升陷困境

Core Viewpoint - The U.S. has made a significant arms sale to Taiwan, including 420 ATACMS missiles and 82 HIMARS systems, which is seen as a strategic move to increase pressure on China. In response, China has tightened its export controls on rare earths and critical components, impacting the U.S. military-industrial complex [2][4]. Group 1: U.S. Arms Sale and Strategic Implications - The U.S. arms sale includes ATACMS missiles with a range of approximately 300 kilometers, targeting airports, ports, and command centers, and HIMARS systems that are mobile and can launch quickly, enhancing long-range strike capabilities [2]. - The sale is perceived as a tactic to create a situation where China is under constant strategic pressure, potentially leading to a prolonged consumption of resources [2]. Group 2: China's Response and Economic Impact - China has not engaged in direct military confrontation but has instead focused on tightening the supply chain for U.S. military components by restricting exports of rare earths, precision processing equipment, and dual-use materials [4]. - The U.S. military-industrial sector is highly dependent on Chinese supply chains, particularly for components like rare earth magnets and radar systems, which are now facing supply disruptions and increased costs [4][6]. Group 3: U.S. Military-Industrial Sector Challenges - Although U.S. military companies have seen short-term stock price increases and favorable order data, they are experiencing significant internal cost pressures due to supply chain issues, with some companies reporting production line disruptions [6]. - The arms sale, while intended as a show of strength, has inadvertently led to a deterioration in the operational efficiency of the U.S. military-industrial complex, as costs rise and supply chains become strained [6].