在围绕台湾的中日持续紧张局势的一部分，包括北京最近禁止稀土等双重用途出口，日本企业正在评估供应链影响，这些影响最早也要到下个月才会显现。
上周中国禁止向潜在日本军事最终用户出口超过800种双重用途物品——这一举措与台湾争端有关——企业们正根据一位知情人士的说法，评估稀土纳入其中的后续影响。影响不太可能在下个月之前出现。这些限制建立在2025年4月以来美国贸易摩擦背景下更严格的控制基础上。官方媒体《中国日报》报道，北京正考虑对向日本出口的中重稀土产品实施更严格的出口许可审查。稀土对电子产品和汽车至关重要，引发供应链担忧，尽管即时中断已得到控制。这凸显经济紧张局势加深，并补充了日本的外交回应，如接触韩国和协调G7。
China's Commerce Ministry announced measures against 40 Japanese companies and entities on Tuesday, citing national security concerns over their military ties. It imposed export controls on 20 entities and added another 20 to a watch list for stricter reviews of dual-use items. The actions aim to curb Japan's remilitarization and nuclear ambitions.
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Japan is speeding up a decade-old plan to extract rare earths from the deep seabed, driven by efforts to reduce reliance on Chinese supplies. A state-owned vessel is set to return to port this month after installing equipment in Japanese waters near a coral atoll 2,000 kilometers from Tokyo, with tests to pull metal-bearing mud potentially starting as early as February 2027. The initiative underscores the country's focus on economic security.
中国外交部向联合国提交报告，警告日本掌握提取武器级钚的能力，并敦促国际社会优先关注东京寻求核武器的危险倾向。北京称允许日本右翼势力推动核武器发展将危害国际和平。该警告正值中日地区争端升级之际。