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一票否决权,这回只有中国有!马斯克带头求和,美国被“打痛”了

Core Viewpoint - China's recent export control measures on seven categories of rare earth elements serve as a strategic warning to the U.S. amid ongoing trade tensions, highlighting China's dominance in the rare earth supply chain critical for various high-tech industries and military applications [1][3][7] Group 1: Export Control Measures - The Chinese Ministry of Commerce and the General Administration of Customs announced export control measures on rare earth elements such as samarium, gadolinium, scandium, and yttrium, effective immediately [1] - Rare earth elements are essential for the production of electric vehicles, wind turbines, electronic products, and military equipment, with many countries relying on China for these materials [1][3] Group 2: Impact on U.S. Industries - The U.S. military's production capabilities are significantly threatened by the lack of access to critical rare earth elements, which are vital for advanced weaponry and technology [3][7] - Tesla's CEO Elon Musk indicated that the company's production plans for humanoid robots would be affected by China's export controls, prompting Tesla to seek export licenses for rare earth permanent magnet materials [3][5] Group 3: Challenges in Alternative Sourcing - Tesla engineers are exploring alternatives to rare earth magnets, but initial tests show a drastic drop in motor efficiency, which could jeopardize the commercial viability of their high-end products [5] - Other companies, including Microsoft and Lockheed Martin, are attempting to recycle old hard drives for rare earth extraction, but the yield is minimal compared to the high demand from U.S. military and industrial sectors [7] Group 4: Broader Economic Implications - The trade war has led to increased costs for U.S. industries reliant on Chinese components, with inflation rates projected to rise significantly due to these tariffs [7] - The current situation underscores a shift in the trade dynamics, with China taking a more proactive stance in the negotiations and asserting its position in the global supply chain [7]