一个危险信号出现！美公司高管亲自透露：绕过中国出口禁令，美国获得大量关键矿产，谁干的？

Group 1 - The Chinese government is implementing export controls on dual-use items, including rare earths, in line with global practices to ensure compliance and facilitate trade [1] - The U.S. has increased pressure on China's chip industry to reduce reliance on Chinese technology, prompting China to strengthen export controls on dual-use items, specifically targeting materials like gallium, germanium, and antimony [3] - Despite the export controls, U.S. military orders have continued to be delivered normally, indicating that the impact of these measures may not be as severe as anticipated [3] Group 2 - Following China's ban on antimony exports to the U.S., antimony prices surged to multi-decade highs, while the quantity of antimony flowing to the U.S. significantly decreased [4] - In 2024, the situation changed dramatically, with increased imports of antimony from third-party countries like Mexico and Thailand, which have now become major sources for the U.S. [4] - U.S. companies are willing to pay higher prices for these "roundabout" imports to maintain their supply chains, highlighting the critical importance of these minerals for high-tech and military industries [5] Group 3 - U.S. companies are also exploring mineral resources in Africa, but the higher extraction costs make them prefer purchasing Chinese raw materials through third countries [7] - Some Chinese minerals are being processed or repackaged in third countries to change their origin labels, which is not entirely illegal under international trade rules, but the definition of "substantial processing" varies by country [7]