中美休战但稀土战还在继续打，美国依旧被压得“喘不过气”

Group 1 - The core issue in the US yttrium supply chain is not a lack of material but rather the insufficient purity of the products being delivered, with 93% purity yttrium oxide being abundant, while aerospace applications require 99.999% purity (5N level) [1] - From April 18, 2025, stricter export regulations will be implemented, requiring detailed documentation on the intended use of yttrium and the specific equipment it will be used in, complicating the supply process [1] - MP Materials has acknowledged in its financial report that its heavy rare earth separation technology relies on Chinese authorization, and they have not yet achieved stable production of 99.9% (3N) yttrium [1] Group 2 - China has not ceased selling yttrium but has made the process more complex, requiring multiple signatures and individual record-keeping for each transaction, effectively increasing costs for US buyers [2] - The global standard for 5N yttrium oxide is currently set by China, which is the only country capable of consistently producing this level of purity, with testing methods and impurity profiles defined by Chinese laboratories [4] - The extraction and sale of rare earth elements have evolved into a regulated process, where purity, intended use, and traceability are critical, and without proper certification, access to laboratories is restricted [6]