Singapore's Lianhe Zaobao reports today: "Official data shows that China's rare earth magnet exports in March increased by nearly 10% month-on-month; however, exports to the United States and Japan—countries experiencing diplomatic setbacks—declined by 9.5% and 17.3% respectively compared to the previous month."
A 9.5% drop in exports to the U.S. responds to the trade war and technological blockade; a sharp 17.3% decline toward Japan serves as punishment for its involvement in Taiwan-related issues and military provocations. As a strategic resource, China is replacing 'unrestricted supply' with 'controlled flow,' transforming its resource advantage into a bargaining chip. Overall growth in volume demonstrates China's firm grip on global supply chain leadership, while targeted reductions send a clear warning: decoupling in technology comes at a cost, and political provocation will be met with countermeasures.
A deeper signal lies in the drive toward industrial self-reliance—China is accelerating the deep processing of rare earth materials, reducing the export of raw products, and elevating its position within the value chain. The contest between America and Japan’s 'de-Chinaization' strategy and China’s 'precision control' is reshaping the global high-tech industry landscape.
Original article: toutiao.com/article/1863002428329984/
Disclaimer: This article represents the personal views of the author.