近中国在国际舞台上的一系列操作，真是让西方媒体有点"看不懂了"，彭博社、CNN纷纷感慨，说中国现在做事，根本不再考虑美国的感受，也 不再被动接受西方制定的规则。 再看大豆，美国农民最近日子很不好过，因为中国连续几个月一粒美国大豆都没买，全都转向巴西、阿根廷，美国豆农急得团团转，特朗普也只 能拿出大笔补贴来哄农民，中国这边很明确：想恢复采购，先把不合理关税撤了再说。 这话听着挺刺激，但其实仔细琢磨，中国现在的底气和主动权，确实和过去大不一样。 先说铁矿石这事，以前澳大利亚的铁矿石，几乎是中国钢厂的"标配"，而且定价权一直被国外垄断，澳洲那边成本低得吓人，一吨才十美元，卖 给我们却能飙到一百多美元，中国只能硬着头皮买，心里难免有点憋屈。 但这次中国矿产资源集团直接发话，暂停采购澳洲必和必拓的美元计价铁矿石，改用人民币结算，还优先考虑巴西和几内亚的货源，澳大利亚总 理听到消息，第一反应就是"很失望"，但也只能干着急。 其实这不是心血来潮，更不是赌气，中国早就布局了多元化供应，和巴西、几内亚签了长期协议，自己也在国内加大产量，现在铁矿石进口渠道 一多，谁还非得看澳洲脸色？ 更厉害的是，中国还推出了人民币计价的现货价格 ...

Core Viewpoint - The article discusses the strategic implications of China's rare earth export controls in response to U.S. technology sanctions, highlighting how China is positioning itself as a rule-maker in the global supply chain while undermining U.S. leverage in high-tech industries [3][5][18]. Group 1: U.S. Actions and Responses - In late May, news broke of China's upgraded rare earth export controls, causing alarm in the U.S. and Europe, with some companies reportedly exhausting their inventories in just three days [3][5]. - The Trump administration attempted to counter China's influence by restricting exports of high-end electronic design automation (EDA) software and halting key technology exports for aircraft engines, aiming to pressure China on rare earth supplies [5][9]. - These U.S. actions are seen as a miscalculation, as they rely on high-tech components that are dependent on rare earth materials controlled by China [5][10]. Group 2: China's Strategic Response - China opted for a measured response, adjusting its rare earth export approval process to favor European companies while tightening restrictions on the U.S., effectively establishing new rules for cooperation [7][9]. - This approach is framed as a way to assert China's role as a rule-maker in the global supply chain, offering conditional cooperation to Europe while warning against alignment with U.S. policies [9][16]. - The strategy aims to create a divide between the U.S. and Europe, as European companies express urgency in securing rare earth supplies to maintain operations [10][14]. Group 3: Implications for Global Supply Chains - China's rare earth controls are not merely a defensive tactic but a strategic upgrade, signaling that it can leverage its resources to reshape global supply dynamics [18][20]. - The article emphasizes that rare earths serve as a key to negotiating terms rather than a weapon for confrontation, indicating a shift in how China engages in industrial competition [16][20]. - U.S. companies are already feeling the impact, with reports of production halts and delays due to uncertainty in rare earth supply, highlighting the interconnectedness of global supply chains [14][18].