Group 1 - The core viewpoint highlights China's strengthened control over rare earth resources, leading to a significant shift in the U.S. administration's approach, from aggressive tariffs to a more conciliatory stance [2] - Since May, China has ceased purchasing U.S. soybeans, potentially resulting in a loss of 14 to 16 million tons for the U.S., which could negatively impact support for the Trump administration [4] - The U.S. continues to impose tariffs but faces strong resistance from China, leading to a situation where the U.S. is increasingly on the defensive as the soybean harvest approaches [5] Group 2 - China has implemented a series of strategic measures to deter U.S. aggression, including showcasing advanced military capabilities and tightening controls over rare earth resources, which are crucial for the U.S. military industry [5] - The combination of tariff strategies, refusal to purchase U.S. soybeans, and the rare earth strategy is designed to provoke the U.S., gradually exhaust its resources, and compel it to compromise with minimal costs [7]

Core Viewpoint - China Rare Earth Group has issued a statement denying any collaboration or plans regarding the so-called "Rare Earth Renminbi Stablecoin" with Ant Group or the People's Bank of China, labeling the information as false and misleading [1] Company Response - The company emphasizes that it has never engaged in any form of cooperation or discussions about the alleged stablecoin, and it warns the public and investors against believing or spreading such fabricated information [1] - China Rare Earth Group has reported the matter to relevant authorities and demands that the involved parties cease any illegal activities, including infringement and fraud, while reserving the right to pursue legal action against any actions that harm its image and interests [1]