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欧盟30天最后通牒失效,苦等半天没稀土,等来了中国5年加税通告
Sou Hu Cai Jing·2025-08-02 19:43

Core Viewpoint - The article discusses the escalating tensions between the European Union (EU) and China regarding rare earth exports, highlighting China's strategic response to EU's demands and the implications for both parties in the context of global trade dynamics [1][3][11]. Group 1: EU's Position and Strategy - The EU relies heavily on China's rare earth elements for its green transition, particularly in sectors like electric vehicles, semiconductor manufacturing, and military equipment, yet it is reluctant to pay the necessary price for these resources [5][11]. - Despite needing Chinese rare earths, the EU has attempted to impose trade barriers and investigations against Chinese companies, reflecting a contradictory stance [5][9]. Group 2: China's Response - In response to the EU's ultimatum for a 30-day deadline to lift export controls, China announced a five-year tariff increase on certain goods imported from the EU, signaling a calculated long-term strategy rather than a hasty reaction [9][13]. - China's approach emphasizes reciprocity in trade relations, indicating a shift in power dynamics where it will no longer be easily pressured by threats [9][11]. Group 3: Implications for Manufacturing and Trade - The EU's manufacturing sector is facing panic as the lack of rare earths threatens to halt production lines for electric vehicles and renewable energy equipment, showcasing the interdependence between the two economies [13]. - While EU-China trade has seen a decline, China's trade with ASEAN and Belt and Road Initiative countries is on the rise, indicating a diversification of trade partnerships that could lessen reliance on the EU [13]. Group 4: Broader Insights - The current trade dispute is not merely about resources but represents a broader struggle for influence and respect in international relations, with China asserting its newfound strength and negotiating power [11][13]. - The situation serves as a reminder that strength and strategic positioning are crucial in global trade, as those who attempt to use intimidation may find themselves at a disadvantage [11][13].