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一年逆袭?美企对中国“下战书”,关键时刻,中国走了关键一步
Sou Hu Cai Jing·2025-06-23 11:45

Group 1: Rare Earth Market Dynamics - China holds a dominant position in the global rare earth market, accounting for approximately 70% of mining, 85% of refining capacity, and 90% of production of rare earth metal alloys and magnets [1][3] - Despite the U.S. having significant rare earth reserves, its industry has lagged due to minimal investment over the past decades, leading to heavy reliance on imports from China [1][3] - U.S. companies have announced ambitious plans to break China's monopoly within a year, but experts suggest that restructuring the entire supply chain could take at least a decade [3] Group 2: U.S. Pharmaceutical Dependency - Over 60% of everyday medications and raw materials in the U.S. depend on Chinese supplies, with 80% of the raw materials for basic drugs like amoxicillin sourced from China [3] - The push for manufacturing to return to the U.S. may lead pharmaceutical companies to abandon the domestic market due to cost pressures, potentially resulting in a severe shortage of medications [3] Group 3: China-Kazakhstan Cooperation - China has made significant strides in international cooperation, exemplified by signing over 10 bilateral agreements with Kazakhstan, including a notable nuclear power project valued at over $10 billion [4][5] - The partnership with Kazakhstan allows China to secure stable uranium supplies and enhances its influence in the global nuclear energy sector [7][9] - The cooperation model between China and Kazakhstan is seen as a win-win, providing advanced technology and financial support to Kazakhstan while expanding China's global manufacturing footprint [9] Group 4: U.S.-China Geopolitical Competition - The competition between the U.S. and China in critical sectors has evolved beyond trade, representing a clash of development models [9] - U.S. attempts to reshape supply chains through political means have not addressed fundamental issues and may lead to deeper challenges in various sectors [9] - China's approach of promoting international cooperation through the Belt and Road Initiative is positioning it as a leader in global development trends [9]