中国突然又对日本稀土出口放行？可控释放才是最无解阳谋！

Core Viewpoint - China's recent approval of rare earth export applications, despite earlier strict export controls, reflects a strategic decision to balance economic interests and international relations, rather than a softening of its stance [3][5]. Group 1: Export Control Strategy - China has approved rare earth export applications that were submitted before the new regulations, indicating a controlled release rather than a complete ban [3]. - The approved applications include seven categories of rare earth products, emphasizing compliance with civil use conditions [3]. - This approach aims to mitigate the risk of commercial breaches due to sudden policy changes, aligning with international trade practices [3]. Group 2: Economic and Strategic Goals - China's dual objectives are to inflict pain on trade protectionist opponents while maintaining its dominant position in the rare earth market [5]. - The strategy of controlled export release helps China sustain its market leadership and avoid excessive reactions that could encourage other countries to fill supply chain gaps [5]. Group 3: Global Influence and Production Capacity - China holds 33.8% of global rare earth reserves and accounts for 90% of global refined production, showcasing its significant influence in the sector [7]. - Even rare earths mined in the U.S. often require processing in China, highlighting the country's critical role in the supply chain [7]. - China's strategy involves maintaining negotiation space while ensuring compliance in exports, thus preventing Western decoupling and signaling supply chain stability [7].