Core Viewpoint - The article discusses China's recent adjustments to its export control regulations, particularly in response to the ongoing trade tensions with the United States and the European Union, indicating a strategic shift to strengthen its position in the global market [1][4]. Group 1: Export Control Adjustments - The Ministry of Commerce and the Ministry of Science and Technology in China released a new "Catalog of Technologies Prohibited and Restricted from Export," which includes new restrictions on battery cathode material preparation technology and modifications to existing restrictions on non-ferrous metal metallurgy technology [1][4]. - A clear distinction has been made regarding technologies that are prohibited from export and those that are restricted, which require permission for export [4]. Group 2: Strategic Implications - China's adjustments signal its readiness for a prolonged trade conflict, as the U.S. and Western countries have faced significant impacts from China's export controls, leading to a preliminary trade framework agreement between China and the U.S. [5]. - The necessity for China to prepare for a comprehensive trade agreement with the U.S. is emphasized, as many details remain to be negotiated, and external pressures from the U.S. on other countries to isolate China could pose risks [7][9]. Group 3: Diplomatic Efforts - China's Foreign Minister Wang Yi has been actively visiting Europe and ASEAN countries, which are crucial trade partners, to strengthen alliances amid the trade tensions [9]. - Despite the EU's initial response to the U.S. tariffs, it is anticipated that they may ultimately compromise, while China is encouraged to pursue one-on-one cooperation with individual EU member states [10]. Group 4: Strategic Resource Management - By tightening export controls on battery technology, China aims to leverage its position in negotiations with Europe, particularly in the electric vehicle sector, while also countering Western supply chain restructuring efforts [12]. - The article highlights the potential vulnerability of the U.S. and Europe regarding lithium resources, suggesting that China's technology export restrictions could undermine the so-called "critical mineral alliance" [12].
商务部一出手就是王炸,美欧最想要的东西,中国即日起列入管制
Sou Hu Cai Jing·2025-07-21 08:40