“中国限制稀土出口，特朗普政府真的压力山大”

Core Points - The Trump administration is attempting to pressure China into negotiations while avoiding long-term political damage domestically [1][3] - There is significant pressure on the Trump administration as China has indicated it will not export more critical minerals like rare earths [1][6] - Analysts suggest that China's control over rare earth exports is a strategic advantage against the U.S. in the ongoing trade conflict [7] Group 1: U.S.-China Trade Relations - The Trump administration's recent actions, including new restrictions on Chinese technology and exports, have raised questions about its commitment to previous agreements made in Geneva [4][6] - Following the Geneva consensus, the U.S. quickly issued warnings to companies regarding the use of Chinese technology, indicating a lack of trust in the agreement [4][6] - China's response to U.S. actions has been to emphasize the instability and uncertainty in bilateral trade relations, suggesting a reluctance to reconcile easily [3][4] Group 2: Rare Earths and Strategic Implications - The U.S. is facing potential production halts in the automotive sector due to shortages of rare earth materials, which are critical for electric motors and factory robots [6][7] - Approximately 90% of the world's high-performance rare earth magnets are produced in China, highlighting the dependency of U.S. industries on Chinese supplies [6][7] - Analysts believe that unless the U.S. makes concessions on significant issues, China is unlikely to expedite the approval process for rare earth exports, maintaining its leverage in the trade conflict [7]