The contents of this article are written with authoritative materials and personal opinions. The source of the literature has been marked at the end of the article, so please know.
Last week, the Chinese government issued six consecutive relevant policy statements to strengthen the control of rare earth exports.
These moves were soon noticed by the U.S. government, with President Trump responding to a long post on the social platform.
He accused China of making relevant preparations in advance, It also claims to impose punitive tariffs of up to 100% on China goodsAt the same time, it is also publicly stated that The China-US high-level dialogue originally planned for the end of the month may be cancelled or postponed。
A few hours later, the U.S. government successively expressed its stance.
Vice President Wance pointed out that the U.S. can use somewhat more "response tools" than China can, but if China can keep reason, the Trump administration is willing to participate in the dialogue negotiations with sincerity.
Although his words contained a potential threat, they still could not conceal the passive situation he was currently in.
The United States was eager to call the hotline, but found that China did not answer the call. This time, Beijing chose to respond to the provocation with silence.
The U.S. government attaches great importance to this.
According to a statement issued by the U.S. Trade Representative Office, the U.S. side did not respond without prior notice from the Chinese side, and immediately after receiving the material, it sought someone to consult and coordinate but was refused to respond.
This diplomatic act is to show the whole world that, China is determined to defend its own interests.
China's current round of control measures is not a short-term emergency measure, but the result of long-term development and systematic planning.
As one of the key players in the global rare earth industry, China has formed a complete set of export control legal systems.
Since 2001, major rare earth technologies have been included in the "Catalogue of Export Prohibited Technologies" for strict control. In recent years, a number of announcements have been issued one after another, which are manifestations of comprehensive optimization and upgrading of the existing policy framework, reflecting the continuous improvement of supervision intensity. trend characteristics.
According to the latest policy document, China classifies rare-earth elements for export controls. Expand from the original species to include 12 specific varieties.
For the first time, the incorporation of rare earth materials under the type of high magnetic properties and related metallurgy separation products into the scope of control, which shows China's strategic intention to move towards the upstream core link of the industrial chain when dealing with rare earth resources.
The "minimum proportion" standard has been included in the core elements of the New Deal, even if the products are processed and manufactured overseas, If it contains more than 0.1% of Chinese rare earth elements, or adopt relevant technologies from our country, Then it must go through the export approval procedure。
The most fundamental purpose of the "minimum proportion" rule is to prevent the potential risks brought by technology outflow, and to give the Chinese government the ability to establish a legal supervision mechanism in the global supply chain.
This policy measure is not a short-term political declaration, but a strategically oriented systematic layout.
The Chinese government uses institutionalized means to maintain the security and development of the rare-earth industrial chain, and the "export control" initiative is essentially a structural reform tool.
It can both curb the loss of resources, promote the transformation and escalation of domestic industry, and significantly improve the level of international competitiveness.
The U.S. government attaches great importance to this, and the Department of Defense issued an announcement saying that it will use US$1 billion. Dedicated funds purchase key mineral resources (including important elements such as rare earths, cobalt and lithium) around the world in an attempt to create a strategic reserve system。
It also prompted these Canadian and Australian allies to form a multi-supply chain network structure to try to reduce excessive reliance on the Chinese market in terms of economic aid.
However, people in the industry find it difficult for this approach to produce obvious results immediately.
The core of the game is the struggle for rule-making, not just the struggle for rare-earth control.
China has established a framework for export control system through legislation, highlighting its leading position in global natural resource management.
This program has a profound strategic significance, if it can be successfully advanced, In the next ten years, the competitive situation of the global manufacturing industry will probably change in all directions, and there will be many levels of profound innovation and development opportunities.
The international situation has changed drastically with significant changes in the American political ecology.
The Trump administration has encountered many crises and controversies.Military enterprises are most concerned that the core parts supply chain will not face the potential risk of disruption, and the new energy car industry is mainly focused on the key issue of driving motor undercapacity.
Some members of Congress proposed the creation of a "National Rare Earth Storage Agency", The aim is to prevent future supply chain risks., this problem has gradually spread from politics to the economy, and it also shows a gradual expansion trend.
The Chinese government has always been rational and cautious.
The rejection is not about closing the door to exchanges, but about making the United States understand some basic principles: Any negotiation process needs to be based on mutual respect and equal consultation in order to achieve the expected results.
In this game, the surface is the competition for resources, and the reality is the deep competition between the system's advantages and the layout of the industrial chain.
Looking forward to future development trends, with core technological innovation capabilities and control of key links in the industrial chain, It will gradually form a more solid strategic advantage in international economic and trade cooperation.
After decades of development, China has formed a relatively complete rare earth industry chain.
This industrial chain includes all processes from mineral resource mining to high-performance magnetic materials production. During this period, relevant companies have accumulated rich experience in technology development, industrial layout experience and policy competition experience, and rely on sufficient funds to achieve sustainable development.
Despite the strong economic strength of the United States, it is difficult to build a complete integrated industrial chain in the short term.
China relies on improving the system of laws and regulations to support the system of scientific and technological innovation and integrates it as a key element in international exchanges and cooperation.
Under such circumstances, if the U.S. government pre-empts and China fails to respond in time, This may make U.S. President Trump realize the political significance of this incident.
References:
1. "The United States says it will impose 100% additional tariffs on China, and the Ministry of Foreign Affairs responds" 2025-10-13 15:47 | Source: Elephant News
2. "The Ministry of Commerce strengthens rare earth export controls. Rare earth enterprises increase investment and integration, and the performance of leading stocks will be pre-increased" 2025-10-09 21:37| Source: Securities Times
3. "The United States cannot alleviate the" rare earth crisis "in the short term" 2025-06-17 09:19| Source: Sina Finance