据环球网，在8月26日外交部例行记者会上，德新社记者提问， 美国总统特朗普周一表示，中国必须确保美国的稀土磁铁供应，否则将面临200%的 关税。 中方对此有何评论？ 对此，发言人郭嘉昆表示，我们已经就关税问题多次阐明中方立场。 ...

【环球时报-环球网报道 记者李萌】在8月26日外交部例行记者会上，德新社记者提问，美国总统特朗 普周一表示，中国必须确保美国的稀土磁铁供应，否则将面临200%的关税。中方对此有何评论？ 对此，发言人郭嘉昆表示，我们已经就关税问题多次阐明中方立场。 ...

美国总 统特朗普（资料图，Reuters） 特朗普在会见韩国总统李在明回答记者提问时提及此事的。特朗普在牵制中国的同时表 示，两国关系"正在大幅改善"…… 美国政府目前将维持能从中国稳定进口稀土磁铁的环境，同时正在加紧强化国内的生产体制。 美国国防部8月宣布，向美国稀土开采企业MP材料公司（MP Materials）注资1亿5000万美元。计划完善 稀土磁铁的国内生产基地等，今后将由国防部出资，成为该公司的最大股东。政府和民间将投入更多资 金。 美国总统特朗普8月25日就中国出口的稀土磁铁表示，如果再次停止出口，"将采取200%的关税等应对 措施"。 特朗普在会见韩国总统李在明回答记者提问时提及此事的。特朗普在牵制中国的同时表示，两国关 系"正在大幅改善"，强调了积极的姿态。 中美两国7月底在瑞典首都斯德哥尔摩举行的部长级磋商中，就中国恢复稀土磁铁出口达成一致。今年 春季以来，在双方征收累计超过100%的关税时，中方曾暂停出口。 目前，中国正在增加供应。中国7月份向美国出口的稀土磁铁同比增长5%，达到619吨。比上月增加7 成，创出半年来的最高水平。 参加中美磋商的美国贸易代表办公室（USTR）的代表格里尔显 ...

江西的稀土磁铁企业 中国7月份对美出口稀土磁铁619吨，同比增长5%。环比增长76%，创半年来高点。受中美磋商影响， 中国方面推进了稀土磁铁对美出口的正常化。从国家和地区来看，对美国出口量排在第2位…… 中国7月份对美出口稀土磁铁619吨，同比增长5%。环比增长76%，创半年来高点。受中美磋商影响， 中国方面推进了稀土磁铁对美出口的正常化。 中国调查公司"铁合金在线"基于中国海关总署的数据进行了汇总。中国7月稀土磁铁整体出口量为5577 吨，同比增长6%。环比增长75%，回到与上年相当的水平。 从国家和地区来看，对美国出口量排在第2位。排在第一的是对德国出口量，为1115吨，同比减少3%。 环比增长46%，基本回到与上年相当的水平。 7月稀土磁铁对日本出口232吨。虽然比上月有所增加，但恢复缓慢。日本企业增加了稀土磁铁半成品磁 粉和合金等的进口来生产磁铁，如果包括磁粉和合金等在内，中国7月对日本出口量就恢复到了超过上 年同月水平的686吨。 对印度出口量为418吨，同比增长60%。达到了上月的约2.4倍。印度向中国提出放宽稀土出口限制，据 印度媒体报道，访问印度的中共政治局委员兼外交部长王毅表示将恢复供应。 ...

中国海关总署周三公布的数据显示，中国7月稀土磁铁出口量较6月增长近75%，至5577吨，连续第二个月增长，并创下1月份以来单月最高水平。数据显示，上个月前三大出口目的地是德国（1116吨，环比增46%）、美国（619吨，环比增75.5%，同比增4.8%）和越南。外汇交易员 (@myfxtrader):#数据 中国7月肥料出口570.4万吨，同比增85%；稀土出口5994.3吨，同比增21%；汽车（包括底盘）出口69.4万辆，同比增26%；集成电路出口318.4亿个，同比增16%。7月大豆进口1166.6万吨，同比增18%；（创7月进口历史纪录）原油进口4720.4万吨，同比增11.5%；铜矿砂及精矿进口256万吨，同比增18%； ...

Core Viewpoint - The ongoing trade war has complicated Trump's position, particularly in response to China's unexpected hardline measures on rare earth exports, which have heightened pressure on the U.S. amid domestic shortages and military stock concerns [1][4]. Group 1: U.S. Response to China's Rare Earth Measures - Trump attempted to pressure Ukraine into signing a mineral agreement to develop untapped rare earth resources, only to find that most resources were in Russian-controlled areas, complicating U.S. access [3]. - Due to rare earth shortages, India's automotive industry faced production halts, prompting high-level visits to China to negotiate rare earth exports, which were undermined by India's fraudulent commitments to use the materials [3][4]. - In response to the ineffective traditional channels, Trump adjusted strategies by pressuring global mineral supply chains and increasing investment in rare earth research and development [4][7]. Group 2: Strategic Partnerships and Investments - The Democratic Republic of the Congo, a major cobalt producer, is seeking to reduce reliance on China and is negotiating with the U.S. for priority mining rights, which could serve as leverage against China's rare earth sanctions [5]. - The Pentagon plans to invest billions into domestic rare earth companies to boost development, although the effectiveness of these investments remains uncertain given the current economic climate [7]. - In June, China's rare earth exports to the U.S. surged to 353 tons, a 660% increase from May, indicating a potential easing of export controls and a strategic move to regain leverage in negotiations [7][8]. Group 3: Psychological and Strategic Implications - China's recent surge in rare earth exports reflects a strategic psychological game, as the U.S. struggles to secure rare earth supplies, highlighting the long-term dependency on Chinese resources [8]. - The U.S. faces a significant challenge in developing its own rare earth technologies, which could take at least a decade and involve substantial costs, while China's control over rare earths remains a critical factor in the trade dynamics [8].

Group 1 - The core argument highlights the significant increase in China's rare earth magnet exports to the U.S., which surged by 660% in June, contradicting the narrative of U.S. success in reducing reliance on Chinese supplies [1][7][11] - The U.S. has invested hundreds of billions to establish its own rare earth industry, including a $400 million investment in MP Materials, but this has not resolved the underlying technological challenges [4][6][9] - The U.S. is attempting to form alliances with countries like Ukraine, Australia, and India to secure rare earth supplies, but these efforts are largely ineffective due to the low quality of resources and ongoing conflicts [6][8] Group 2 - China's export strategy is characterized by selective release, focusing on non-military rare earth products while maintaining strict controls on high-value military applications [8][10] - The increase in exports is partly due to a base effect, as the previous month's exports were significantly lower, making the June figures appear more dramatic than they are [7][9] - China's technological superiority in rare earth processing, with a purity level of 99.999%, presents a significant barrier for U.S. companies attempting to achieve self-sufficiency [9][10] Group 3 - The competition over rare earth resources is fundamentally about pricing power and technological standards, with China maintaining control over the market dynamics [10][12] - U.S. companies express frustration over the quality and cost of domestic rare earth products, indicating a continued reliance on Chinese supplies despite political rhetoric [11][12] - The strategic approach of China involves a long-term plan to maintain dependency, making it difficult for U.S. firms to fully disengage from Chinese resources and technology [12]

Group 1 - China's exports of rare earth magnets to the United States saw a significant month-on-month increase, rising over seven times in June, but year-on-year exports decreased by 52% to 352 tons, indicating a low overall level [1][2] - In June, the total export volume of rare earth magnets from China was 3,187 tons, a year-on-year decrease of 38%, but a month-on-month increase of over 2.5 times after hitting a low in May [2] - The largest export destination for China's rare earth magnets in June was Germany, with exports reaching 764 tons, a year-on-year decrease of 25%, while exports to Japan were 131 tons, down 32% year-on-year [2] Group 2 - China's rare earth production accounts for approximately 70% of the global supply, and it is estimated that over 80% of rare earth magnets are manufactured in China [2] - The U.S. government made concessions in semiconductor negotiations with China, lifting export controls on NVIDIA's AI semiconductor chips, indicating a potential increase in collaboration between U.S. and Chinese companies [3]

Core Insights - China's rare earth export strategy has effectively countered the U.S. "independence plan," with exports of rare earth magnets to the U.S. surging to 353 tons in July, a more than sixfold increase from May [1][3][5] - The U.S. government's aggressive measures to reduce reliance on Chinese rare earths, including partnerships with various countries, have revealed its strategic anxiety and lack of understanding of resource dynamics [3][5][6] - China's approach involves a controlled export approval system and strategic manipulation of export volumes and product types, maintaining influence without direct confrontation [5][6][8] Group 1 - The surge in rare earth exports is a strategic maneuver rather than a simple market response, aimed at alleviating U.S. concerns while maintaining control over high-end materials [1][5] - The U.S. has invested heavily in developing its domestic rare earth industry, yet China's export increase complicates U.S. investment decisions, creating a dilemma between continued investment and reliance on China [5][6] - The situation highlights a broader competition for control over high-tech industry supply chains, with rare earths serving as a critical resource in this geopolitical struggle [5][8] Group 2 - China's strategy of "psychological warfare" through controlled exports keeps the U.S. in a state of resource anxiety, complicating its supply chain restructuring efforts [5][6] - The recent changes in rare earth exports reflect a deeper strategic thinking that transcends mere supply and demand, impacting global perceptions of China's influence in the rare earth sector [6][8] - The ongoing resource competition raises questions about future strategic resource management and the potential for China to replicate this approach in other sectors [8]

Group 1 - In June, China's exports of rare earth magnets to the U.S. surged nearly sevenfold to 352.8 tons, reflecting the positive impact of improved trade relations following a May agreement between the two countries [1][3] - Despite the increase in exports, China's overall rare earth magnet exports in June were down 38.1% year-on-year, indicating a significant decline compared to previous years [3][6] - China has broken a four-year tradition by not disclosing its rare earth mining quotas for the year, which has raised concerns in the U.S. about future supply predictability [3][6] Group 2 - China holds a dominant position in the rare earth market, with 92% of global refining output and 99% of heavy rare earth refining capacity, a result of decades of industrial development [3][4] - Starting April 2025, China will implement export controls on certain rare earth elements, requiring companies to apply for permits and provide proof of end-use, which has already led to a significant drop in exports to the U.S. [4][6] - The U.S. response to China's strategic control over rare earth resources has been disorganized, with plans to invest in domestic supply chains facing significant challenges [6][9] Group 3 - China's strategy includes a targeted approach to export controls, allowing free export of light rare earths while strictly regulating medium and heavy rare earths used in military applications, effectively managing global supply chains [6][7] - The recent surge in exports is seen as a temporary reaction to panic buying, with analysts predicting a potential decline in exports as China intensifies its crackdown on smuggling [9] - The ongoing competition for rule-making authority in the rare earth sector highlights China's shift from merely selling resources to controlling the rules of the game, impacting global power dynamics [7][9]