October 8The U.S. Department of Commerce Industrial Security Administration has issued a rule that includes several Chinese companies. List of entitiesThe reason is still that the statement is blatant – “Iran has played an important role in the armed agency’s drone supply chain, facilitating Iran’s access to American electronic components.”
The next day, October 9th, China's Ministry of Commerce immediately took action and announced the decision to implement export controls on rare earth-related technologies, which not only caught Trump off guard, but also plunged American military enterprises into unprecedented anxiety.
Interestingly, as soon as the United States used the old brand of "national security" to suppress Chinese enterprises, China used the sharp blade of "national interest" to accurately insert into the weakness of the American economy- The rare earth.
If the U.S. military industry breaks away from China's stable supply of rare earths, its high-precision weapons and equipment will face the danger of "breaking out of cooking".
Trump never expected that China's counterattack would be so rapid and precise, hitting the key.Per someone will ask: Does rare-earth export control really have such an impact?
You know, rare earths are to modern industries, especially high-tech and military manufacturing, what water is to fish. The United States 'F-35 fighter jets, missile systems, radar equipment and even the most basic communication facilities are inseparable from it.
In the eyes of many people, rare earth is the "vitamin" of modern civilization. Without it, the whole industrial system will be out of balance.
China is the country with the richest rare earth resources, the highest output and the strongest processing capabilities in the world. More than 80% of the world’s supply of rare earth comes from China.From the refinement of rare earth mines, to the high purity separation technology, to the manufacturing of magnetic materials at the end of the industrial chain, China is almost irreplaceable.
In the export control announcement issued by the Chinese Ministry of Commerce, China has also "drawn red lines" for domestic enterprises.
In the future, China citizens, legal persons, and unincorporated organizations are not allowed to provide any substantive assistance and support to overseas rare earth mining, smelting and separation, metal smelting, magnetic material manufacturing, and rare earth secondary resource recycling activities without permission.
Even for the production of high-end technology products such as chips and semiconductors, it needs to be strictly approved. This is not a simple export restriction, it is a full-dimensional control of the global rare earth industry chain.
Does the United States want to "bypass" China and become self-sufficient? It is feasible in theory, but difficult in reality.
In the past few years, the United States has tried to restart local rare earth projects and even woo Australia and other countries for cooperation. However, unfortunately, the technology is immature, the cost is too high, and the environmental pressure is high, making it difficult to form a scale. Today, China is striking the “rare-earth gate” to make the US military industry and high-tech enterprises unstable.
Trump's original intention was to suppress Chinese enterprises, but in the end, he disrupted his country's supply chain layout. Instead of shooting himself in the foot, he used anti-aircraft guns to shoot mosquitoes, and finally blew up his own power plant.
Coincidentally, the U.S. government is currently caught in another quagmire-the federal government shutdown.
Because the Democratic Party and the Republican Party are deadlocked on the budget, the whole federal government is paralyzed, a large number of official activities are suspended, and flight scheduling, passport renewal and visa approval are in chaos.
Just in this mess, Trump is still determined to promote sanctions on Chinese enterprises, which can be said to be "house leakage is the case of nightly rain, ship breakdown is the case of the wind."
China's counterattack was chosen at this juncture, which can be said to be "the right time, the right place and the right place."What the United States has chosen to suppress is one of China's most competitive industries-drones.
in the unmanned field, China has long held a leading position in the global market.Whether it is consumer-grade drones, or industrial-grade inspections, agriculture, logistics applications, and even at the military level, China’s drone technology has left the United States unmatched.
Dzhang, billion ships, crossings, star logs ... these names have long been global.
U.S. lawmakers are unwilling and frequently propose bills to try to restrict the development of Chinese drone companies through high tariffs, technology blockades, market bans, etc. Unfortunately, The technological gap cannot be filled by policies.
In the past, the United States relied on hegemonic means to suppress others, but now it has found that Chinese enterprises have already developed their internal strength and cannot be defeated, overwhelmed or sealed.
China has unintentionally launched the "rare earth" King's blast,It is not just a policy adjustment, but also a change in attitude: China is no longer passively defensive, but actively attacks, using rules to counter rules, and using reality to break hypocritical moral kidnapping.
The more the United States pressures, the stronger China is.Chinese companies are not afraid of competition, they are afraid of unfair and untransparent environments.
Many Chinese companies have repeatedly spoken out to the outside world before, saying that they strictly abide by export control rules and take the initiative to communicate with relevant U.S. departments, but they always fall into the sea and end in vain. China's patience is not unlimited, and it has been repeatedly forced into a corner, so it can only fight back with a fist.
Trump may think that setting up a wall for Chinese enterprises can stop China's footsteps.Unfortunately, China has long learned to run in the storm and crash in the blockade.
This time, the counterattack came so quickly precisely because China had already prepared the toolbox and was just waiting for the United States to "press the button." Today's China is no longer a factory country that is being slaughtered, but a scientific and technological power with the right to speak and core resources.
No matter how loud Trump's abacus is, it can't match the slap in the face of reality. The "rare earth card" played by China is not a fit of anger, but a precise check and balance, a retreat for advancement, and the most powerful response to the bullying behavior of the United States.
can be predicted, The technological game between China and the United States and the industrial confrontation will intensify.The United States is not willing to lag behind and China is not willing to give in. However, in this battle without smoke, the ultimate winner will surely be the country with strategic endurance, industrial foundation, and people's support.
The current international situation, like a game of chess, the United States has to rush, frequently attempting to "defeat" China, but China sees the tricks, steadfastly battles, and even at critical moments counter-General One.
Trump did not expect that China's counter-reaction would come so quickly, nor did he think that he became a passive response party.
No one can say how the future will develop, but what is certain is that China is no longer the “world factory” that only works low-headed.But it is a global force that dares to say “no”, dares to light the sword, dares to counteract.
References:
Ministry of Commerce Decides to Implement Export Controls on Rare-Earth-Related Technologies and Other Items.2025-10-09 09:31·Science Daily
The Ministry of Commerce announces its decision to implement export controls on overseas rare earth items. 2025 -10-09 09:13·CCTV News
The U.S. Department of Commerce has added 16 Chinese-Hong Kong companies to the entity list, including U.S. subsidiaries.Written by: Lu Bao Xi. Published: 2025-10-09 09:20 Update: 2025-10-09 09:21.