Core Points - The article discusses President Trump's upcoming visit to Asia and the concurrent U.S.-China trade negotiations in Malaysia, highlighting the U.S. government's strategy of "extreme pressure" on China [1][3] - Trump aims to sign economic and key mineral agreements during his trip, which is seen as an effort to increase pressure on China while simultaneously seeking China's assistance on the Russia-Ukraine conflict [1][4] - The article notes the significance of rare earth minerals in technology, defense, and energy sectors, with the U.S. facing challenges in establishing alternative supply chains due to China's dominant position in rare earth processing [4][5] Group 1: U.S.-China Trade Relations - Trump is optimistic about reaching a trade agreement with China, stating that he believes positive outcomes are achievable [4] - Following China's new regulations on rare earth exports, the U.S. has been exploring alternative sources for critical minerals, including a recent $8.5 billion agreement with Australia [4][5] - China's rare earth production accounts for over 60% of global output, with a 92% control over the processing stage, highlighting the challenges the U.S. faces in securing its supply chains [4][5] Group 2: Diplomatic Engagements - Trump's Asia trip includes meetings with leaders from Malaysia, Japan, and South Korea, with discussions expected to cover trade and economic cooperation [5][6] - The Chinese government has emphasized its commitment to maintaining its export control system and ensuring national security in response to U.S. pressures [5] - Ongoing communications between U.S. and Chinese officials regarding potential meetings between the two countries' leaders during the APEC summit are noted [6]

第二个就是配额管理，每家稀土企业能开采、能生产多少稀土，都有统一的规定，没有在名单中的企 业，则不能做。现在国内的稀土企业基本上已经整合成了南北两大集团，就是中国稀土跟北方稀土，这 都是国企，指哪打哪。 史上最严的稀土新规出炉了，工信部、发改委、自然资源部连个制定了新规，搞总量调控。 那么，新规的内容是什么呢？ 第一就是控量，每年要生产多少吨的稀土，这个由国家统一规定。先满足自用，剩余的要卖给谁，就得 看这些国家的表现了。 目前北方稀土、中国稀土集团等龙头企业分别主导轻稀土和中重稀土开采分离。而厦门钨业、广晟有色 等企业在特定区域承担中重稀土保供任务。新办法通过强化配额约束和追溯管理，将进一步规范行业竞 争秩序，推动稀土资源向技术领先的头部企业集中。 行业分析认为，该政策与《稀土管理条例》形成政策合力，为新能源汽车、机器人等战略新兴产业提供 稳定资源保障的同时，也倒逼企业加快绿色转型和科技创新步伐。 第三个就是对于拿到了配额的企业，还有稀土产品流向登记制度。就是说你这稀土是卖给谁，是直接卖 的原材料，还是做成了半成品或者是成品，都得用本本记下来，每年要核查和追溯。 第四个重点就是谁要违反了这个规定的话，那么下 ...