Core Insights - The report highlights the signing of an agreement among the US and eight countries, including Japan and Australia, to strengthen the rare earth supply chain [4] - It notes that China's new social financing in November reached 2.49 trillion yuan, with new RMB loans amounting to 390 billion yuan [4] - The report mentions that the UK experienced an unexpected contraction in GDP in October [4] Economic Data - The Baltic Dry Index closed at 2205.00, down 3.88% [5] - The Nasdaq Index closed at 23195.17, down 1.69%, while the Dow Jones Industrial Average closed at 48458.05, down 0.51% [5] - The ICE Brent crude oil price was reported at 61.22, down 0.10% [5] - The Hong Kong Hang Seng Index closed at 25976.79, up 1.75% [5] - The Shanghai Composite Index closed at 3889.35, up 0.41% [5]

北京日报客户端消息，12月12日，外交部发言人郭嘉昆主持例行记者会。 法新社记者提问，美方同日本、韩国、澳大利亚等国家就加强稀土供应链签署了协议，并且提出将会同 中方在AI方面展开技术竞争。中方对此有何评论？ 郭嘉昆 资料图。图源：外交部网站 郭嘉昆回应，我们注意到有关报道。各方应该遵守市场经济和公平竞争原则，共同维护全球产供链稳 定。 原标题：美方同日澳等国就加强稀土供应链签署协议，外交部回应 编辑：吴思 责编：吴光亮 审核：吴忠兰 ...

12月12日，外交部发言人郭嘉昆主持例行记者会。法新社记者提问，昨天，美方同日本、韩国、澳大利 亚等8国就加强稀土供应链签署了协议，并且提出将会同中方竞争AI方面的技术。中方对此有何评论？ 智通财经记者 杨文钦 朱郑勇 责任编辑：刘万里 SF014 责任编辑：刘万里 SF014 12月12日，外交部发言人郭嘉昆主持例行记者会。法新社记者提问，昨天，美方同日本、韩国、澳大利 亚等8国就加强稀土供应链签署了协议，并且提出将会同中方竞争AI方面的技术。中方对此有何评论？ 对此，郭嘉昆表示："我们注意到有关报道，各方应该遵守市场经济和公平竞争原则，共同维护全球产 供链稳定。" 对此，郭嘉昆表示："我们注意到有关报道，各方应该遵守市场经济和公平竞争原则，共同维护全球产 供链稳定。" 智通财经记者 杨文钦 朱郑勇 ...

美日等国签署协议加强稀土供应链 中方回应 中新网北京12月12日电 (记者 张素)中国外交部发言人郭嘉昆12日主持例行记者会。会上，有记者就美 国、日本等国就加强稀土供应链签署协议一事提问。 郭嘉昆：我们注意到有关报道。各方应该遵守市场经济和公平竞争原则，共同维护全球产供链的稳定。 (完) 来源：中国新闻网 编辑：徐世明 广告等商务合作，请点击这里 本文为转载内容，授权事宜请联系原著作权人 中新经纬版权所有，未经书面授权，任何单位及个人不得转载、摘编或以其它方式使用。 关注中新经纬微信公众号(微信搜索"中新经纬"或"jwview")，看更多精彩财经资讯。 ...

郭嘉昆：我们注意到有关报道。各方应该遵守市场经济和公平竞争原则，共同维护全球产供链的稳定。 来源｜中国新闻网 编辑 ｜瑜见 中国外交部发言人郭嘉昆12日主持例行记者会。会上，有记者就美国、日本等国就加强稀土供应链签 署协议一事提问。 ...

据北京青年报，12月12日，外交部发言人郭嘉昆主持例行记者会。 郭嘉昆回应，我们注意到有关报道，各方应该遵守市场经济和公平竞争原则，共同维护全球产供链稳定。 有记者提问，昨天，美方同日本、韩国、澳大利亚等8国就加强稀土供应链签署了协议，并且提出将会同中方竞争AI方面的技术。中方对此有何评 论？ ...

10月9日，商务部连发几份公告，稀土这事儿一下就炸了锅。不是简单限制出口量，而是把开采、冶炼分离、金属冶炼、磁材制造、设备、原辅料、技术全 链条都管起来，连境外企业用中国产的稀土也得先来申请许可证。这招太狠了，直接掐住西方命门，谁用谁就得看中国脸色。 消息一出，全球稀土价格当天就蹭蹭往上涨，钕铁硼期货直接逼近涨停。特斯拉、通用、波音这些巨头供应链部门的人估计一宿没睡，工厂要是真停产，那 可不是亏点钱的事儿，是整个电动车、风电、国防产业链都得跟着抖三抖。 更要命的是，最核心的萃取剂配方、连续化分离工艺、烧结技术，全在咱们手里。西方企业就算挖到矿，也得把矿石运到中国来炼，再运回去，这不还是脱 裤子放屁多此一举？ 所以这波反制，是真生效了。不是因为我们把门关死，而是我们把规则改了，谁想玩就得按新规则来。美国现在拉着日本、澳洲、加拿大、欧盟到处签协 议，钱撒了不少，新闻发了一堆，可真到工厂落地、产品下线那天，还得看中国脸色。 美国那边反应最快。10月27日，白宫直接宣布跟日本签了《关键矿物与稀土安全供应框架协议》，能源部和日本经济产业省把手言欢，承诺技术共享、供应 链整合，还要把国防工业也拉进来。两天后，美澳那边的合 ...

Group 1 - The article discusses the recent developments in US-China relations, highlighting that despite tensions between China and Japan, the US is moving forward with plans to engage China through a delegation led by Senator Steve Daines [3][6] - Daines, a close ally of Trump, has significant experience in China and is expected to discuss not only US-China relations but also economic cooperation during his visit [5][6] - The timing of Daines' visit is strategic, as it precedes Trump's planned visit to China in April, indicating a preparation for key discussions [6] Group 2 - The article emphasizes the US's cautious approach towards imposing semiconductor tariffs, as there are concerns about reigniting trade tensions and the potential disruption of rare earth supplies from China [8][12] - The US's reliance on China for rare earth elements, crucial for high-tech industries, poses a significant challenge, as alternatives to establish a new supply chain would take at least five years [10] - The previous trade confrontations have shown that tariffs primarily harm the US economy, leading to higher costs for American businesses and consumers, which influences the decision to pause the semiconductor tariff plans [12]

Core Viewpoint - The U.S. Treasury Secretary, Becerra, expressed optimism about achieving self-sufficiency in rare earth production within two years, claiming that China's influence in this sector will diminish. However, experts are skeptical about this timeline, suggesting that the development of a new rare earth supply chain is a lengthy and complex process [1][3][5]. Group 1: U.S. Rare Earth Industry Developments - Becerra visited a newly established rare earth processing facility in South Carolina, highlighting the production of the first rare earth magnets in the U.S. in 25 years, which are crucial for the supply chain [3]. - The U.S. has been actively seeking to reduce its dependence on Chinese rare earths, particularly following the challenges faced during the trade war initiated by the Trump administration [3][5]. - The U.S. government is pursuing international partnerships to secure rare earth supplies, including agreements with countries like Pakistan, Australia, Malaysia, Thailand, and Cambodia [3][5]. Group 2: Challenges in Achieving Self-Sufficiency - Experts, including Eurasia Group's head, have criticized Becerra's two-year timeline as unrealistic, emphasizing the lengthy and risky nature of developing new rare earth mines, which typically takes between six to eighteen years [5][6]. - Environmental regulations and operational costs are significant hurdles, as demonstrated by Lynas, the largest rare earth producer outside China, which has faced increased costs due to wastewater management and environmental permits [6]. - Even with substantial investment in new mining and processing facilities, the U.S. will struggle to compete with China's price advantages, which have historically deterred U.S. companies from pursuing rare earth projects due to profitability concerns [8].

Group 1: U.S. Trade Policy and Agreements - The U.S. has implemented a series of tariffs, including a 10% baseline tariff and additional tariffs based on trade deficits, with rates reaching up to 104% for China[14][3] - Since April 2025, the U.S. has engaged in three phases of trade negotiations: exploratory, difficult negotiations, and signing agreements, with significant pressure on trade partners to comply[10][2] - The agreements reached primarily reflect "America First" principles, with countries making concessions on tariffs, investments, and market access[2][1] Group 2: Global Economic Impact - The traditional multilateral trade order is being undermined, leading to a restructured global economic system where trade relations are increasingly determined by national power rather than market forces[2][1] - Economic nationalism and fair trade ideologies are emerging as new narratives in global trade, with countries forming regional alliances to enhance economic resilience[2][1] - Despite U.S. trade pressures, China's economy remains resilient, with a projected increase in foreign trade in the first three quarters of 2025, as other regions fill the gap left by reduced U.S. exports[3][1] Group 3: Risks and Uncertainties - The uncertainty surrounding U.S. tariff policies poses risks, as judicial challenges could lead to significant changes in trade relations[4][1] - The recent U.S.-China economic agreement is merely a framework and does not resolve underlying strategic differences, leaving room for future trade tensions[4][1] - Third-party countries may face pressure to align with U.S. policies, potentially leading to increased tariffs on Chinese products and further complicating China's economic landscape[4][1]