特朗普刚挂断中方电话，转头拉拢54国成立“关键矿产联盟”，直指中国稀土！

Core Viewpoint - The establishment of the "Rare Earth Alliance" by the U.S. with 54 countries aims to exclude China under the guise of cooperation, indicating a strategic shift in global supply chains and resource competition [1][3]. Group 1: U.S. Strategy - The U.S. is focusing on "decoupling from China" as a key aspect of its supply chain strategy, particularly in critical minerals like rare earths, lithium, and cobalt, to create a more favorable environment for domestic companies [1][3]. - The U.S. is employing a dual strategy of communication management and strategic alliances to gradually weaken China's industrial base without provoking direct conflict [3][5]. - The creation of a "preferential trade zone" and price floor by the U.S. may not attract sufficient investment or participation, especially from developing countries with reservations about U.S. intentions [3][5]. Group 2: China's Response - China is expected to enhance its technological capabilities and market demand in the rare earth sector, maintaining its dominant position in refining technology and production capacity [5][7]. - The Chinese government emphasizes the importance of an open and inclusive international trade environment, opposing the "small circle" rules that disrupt global economic order, thereby positioning the U.S. as a disruptor [5][8]. - China aims to strengthen cooperative relationships with non-allied countries to ensure its critical role in global supply chains, promoting the idea of "open cooperation" to create mutual benefits [7][8].