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总结

多家媒体称,中国在加强两用物项出口管制背景下,开始收紧向日本企业出口重稀土及稀土磁体,部分订单被延迟或暂停签约。日本政府呼吁中方确保稀土与食品等贸易顺畅。分析认为,在美国注意力被委内瑞拉等议题分散之际,中国拥有更大经贸与外交施压空间;相关措施可能冲击日本汽车、消费电子等产业链,并加剧中日经贸摩擦与供应链不确定性。

正文

Why China is taking on Japan in a new fight over rare earths The Washington Post China curbs rare earth exports to Japanese companies after dual-use ban, WSJ reports Reuters With US focused on Venezuela, China has window to pressure Japan: analysts South China Morning Post China blinks again following dual-use export threat earlier in the week The Japan Times Japan Calls for Smooth Trade With China for Rare Earths, Food Bloomberg.com
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