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关于稀土谈判,为什么我们要提一个美国无法接受的价码?
Sou Hu Cai Jing·2025-06-10 08:37

Core Viewpoint - The article discusses the strategic importance of rare earth elements (REEs) and China's control over their supply, emphasizing that the U.S. is pressuring China to relax export restrictions while simultaneously attempting to undermine China's position in the global supply chain [3][7][9]. Group 1: Importance of Rare Earth Elements - Rare earth elements are critical for various advanced technologies, including military applications, with over 80% of global processing capacity concentrated in China [5]. - The U.S. has invested in domestic rare earth projects but has not achieved significant production capacity, indicating a continued reliance on China [5][11]. Group 2: U.S.-China Relations and Negotiations - The U.S. is attempting to frame the rare earth issue as a multilateral trade problem while China views it as a matter of national security and strategic leverage [7][9]. - China's recent policies clearly state that rare earth exports cannot be low-priced and must not compromise national security, reflecting a hardline stance in negotiations [9][13]. Group 3: Supply Chain Dynamics - The U.S. remains heavily dependent on China for rare earth imports, with over half of its supply coming from China, contradicting claims of supply chain diversification [11][15]. - The current situation is characterized as a strategic battle, where China aims to maintain control over its resources while the U.S. seeks to regain access without restrictions [13][15].