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牌桌上的较量:中国狂囤10万吨镍,欧美急着抢稀土,这盘大棋你看懂了吗?
Sou Hu Cai Jing·2025-07-10 15:19

Group 1 - The article discusses a large-scale "supermarket rush" where countries are stockpiling strategic resources, with China being a significant player in this trend [1][3] - China has reportedly purchased over 100,000 tons of nickel, referred to as "industrial MSG," which is crucial for electric vehicle batteries and advanced aircraft engines [3][5] - The urgency for China to stockpile resources stems from a perceived risk of future supply disruptions, prompting a proactive approach to securing essential materials [3][10] Group 2 - European countries are also reacting to China's actions by seeking to secure their own strategic resources, particularly rare earth elements, which are vital for high-tech industries [5][7] - The European Union is pushing for unity to establish its own reserves of rare earth elements to avoid dependency on external suppliers [7][9] - The competition for these resources is framed as a "kitchen war," highlighting the geopolitical tensions surrounding resource acquisition [9][10] Group 3 - The article emphasizes that the dynamics of resource trading are not based on fair transactions, as there are underlying power imbalances and historical grievances influencing current negotiations [10][11] - China is determined to protect its resources and is unwilling to sell them at low prices, reflecting a shift in strategy towards valuing its strategic assets [11][14] - The ongoing stockpiling efforts are seen as a preparation for potential future challenges, with the aim of ensuring stability and security for the nation [15][17]