中方手捏“王炸”,特朗普急了,但先别急,先把对华承诺兑现了再说
Sou Hu Cai Jing·2025-05-20 09:46

Group 1 - China's export controls on strategic minerals such as gallium, germanium, antimony, tungsten, and rare earths are aimed at preventing illegal outflows and smuggling, while ensuring compliance and supply chain stability [1][3] - The U.S. is heavily reliant on Chinese rare earths, with the semiconductor, automotive, and military industries facing significant challenges due to this dependency, making any resolution painful for the U.S. [3][5] - The Chinese government has implemented strict controls on rare earth exports, with China accounting for over 60% of global rare earth production and controlling 92% of processing capacity, indicating a near-monopoly position [3][5] Group 2 - The U.S. government is considering significantly reducing tariffs on Chinese imports in hopes of negotiating concessions from China, including the lifting of rare earth export restrictions [1][5] - The production of advanced military equipment in the U.S., such as the F-35 fighter jet, is at risk due to potential disruptions in rare earth supply, which is critical for performance enhancement [5][7] - The rare earth issue transcends trade disputes, representing a struggle for technological dominance and geopolitical influence, which will significantly impact the global industrial chain [7]