中资公司涉嫌参与锑资源非法转运，引发国家安全担忧

Core Insights - A recent incident involving Chinese companies illegally transporting critical mineral antimony to the United States has raised significant concerns regarding national security and the complexities of Sino-U.S. trade relations [1] - Despite China's export ban on antimony to the U.S. implemented last December, substantial amounts of antimony are still entering the U.S. market through third countries like Thailand and Mexico, surpassing the total imports from China over the past three years [1][2] - Antimony is a crucial raw material for batteries, semiconductor chips, and flame retardants, highlighting its strategic importance [1] Industry Impact - From December last year to April this year, Thailand and Mexico exported a total of 3,834 tons of antimony oxide to the U.S., nearly equivalent to the total amount imported directly from China in the past three years [2] - Thailand and Mexico have rapidly become the top three export markets for Chinese antimony products, indicating a direct correlation with illegal transportation activities [2] - The Chinese government has intensified enforcement efforts to control illegal transportation, but high overseas prices and soaring demand continue to drive unofficial material flows, jeopardizing China's national interests and global mineral resource supply chain security [2]