根据预算文件，印度还提议对独居石砂实行全额关税豁免，此前关税税率为2.5%；该产品含有稀土元 素，是永磁体的关键原料。 格隆汇2月1日｜印度正在寻求取消进口关键矿物加工设备的税收，并刺激本地稀土磁体的生产，此举旨 在最大限度地减少对中国的依赖。 印度财长Nirmala Sitharaman在周日的预算演讲中称，政府将支持包括奥里萨邦、喀拉拉邦、安得拉邦 和泰米尔纳德邦等建立专门的稀土走廊，以促进稀土的开采、加工、研究和制造。"如今，我们面临着 贸易和多边主义受到威胁、资源获取和供应链受到干扰的外部环境"。 她同日宣布，在印度运营数据中心的外国公司在2047年之前将免缴海外服务税。这项税收减免仅适用于 从印度向境外提供的服务，但通过本地机构向印度用户销售的服务仍需缴税。 ...

Core Viewpoint - China's dominance in rare earth minerals, particularly in the production and processing of rare earth magnets, is significantly impacting global supply chains and international relations, especially with the recent export controls implemented by the Chinese government [1][2]. Group 1: Production and Export Control - China holds approximately 70% of the global rare earth mineral reserves and over 90% of the refining market share [1][2]. - The production of rare earth magnets in China accounts for more than 80% of the global market, which is crucial for high-tech products and military applications [1][2]. - In April, China's rare earth magnet exports dropped by 43% year-on-year, with significant reductions in shipments to the US (59%) and South Korea (76%) [1]. Group 2: Impact on Global Supply Chains - The US Automotive Innovation Alliance has raised alarms about potential production halts in the coming weeks due to China's export controls [3]. - Japanese automaker Suzuki has halted production of all models of its "Swift" car since May, with the suspension extended due to supply chain disruptions [4]. - Indian companies, including Suzuki's subsidiary, are in discussions with the government to address the impact of China's export restrictions on electric vehicle production [4]. Group 3: Strategic Responses and International Relations - The Inner Mongolia government announced plans to start trial production of a new rare earth magnet factory in October, with an investment of 31.8 billion yuan aimed at enhancing refining and manufacturing capabilities [2]. - China's government may consider easing export controls to Europe, indicating a strategic maneuver to improve relations while leveraging rare earths as a negotiating tool [2].