中国暂停了稀土出口,缓和了贸易紧张,但在全球提炼中保持了主导地位。 China pauses rare earth exports, easing trade tensions but retaining dominance in global refining.

中国暂时中止了对稀土和重要矿物的新出口管制,缓和了与美国和欧洲的紧张局势。 China has temporarily suspended new export controls on rare earths and critical minerals, easing tensions with the U.S. and Europe. 于2025年11月生效的暂停是继外交会谈和美国推迟“附属公司规则”之后,美国恢复了标准的许可证发放制度。 The pause, effective November 2025, follows diplomatic talks and a U.S. delay of its "Affiliates Rule," restoring standard licensing. 尽管有所缓解,中国仍控制着全球90%的稀土提炼,欧盟继续面临供应风险。 Despite the reprieve, China retains control over 90% of global rare earth refining, and the EU continues to face supply risks. 欧盟工业总长Stephane Sejourne称中国的许可证申请要求“套架 ” , 并警告中国不断面临战略威胁。 EU industry chief Stephane Sejourne called China’s licensing demands a "racket" and warned of ongoing strategic threats. 欧盟将于12月3日公布一项新的计划,将促进国内生产、回收、联合采购和伙伴关系,并建立一个欧洲关键原材料中心,以加强供应安全。 A new EU plan, to be unveiled December 3, will boost domestic production, recycling, joint procurement, and partnerships, and create a European Centre for Critical Raw Materials to strengthen supply security.