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美国一面施压一面布局,稀土给我们创造的战略窗口期可能不会太长
Sou Hu Cai Jing·2025-06-15 09:00

Group 1 - The core issue of the current US-China economic negotiations is the strategic competition over rare earth resources, with the US pressuring China to relax its control while simultaneously rallying allies to criticize China's policies [1][3] - The US has initiated the "Allied Rare Earth Partnership Program" in 2023, aiming to form a "Quad Alliance" involving Japan, Australia, and India to address its rare earth supply shortages [3] - The US is accelerating the development of its domestic rare earth supply chain, with significant investments such as the $5 billion from the Department of Defense to support the development of "rare earth-free permanent magnet" technology [3] Group 2 - Industry experts believe that the next five years will be critical for China to address the challenges posed by the US in the rare earth refining and processing sector, as the US may overcome technical bottlenecks during this period [5] - China needs to break through technological constraints in high-tech fields, particularly in advanced chip manufacturing processes, to mitigate the impact of US technological advantages [5] - The concentration of over 90% of global rare earth separation and processing capabilities in China presents a strategic advantage that can be leveraged to influence US high-end weapon development [6] Group 3 - China should expand international military trade cooperation, leveraging its strong military capabilities demonstrated in recent conflicts to enhance economic benefits and strategic influence globally [7]