Group 1 - The US has increased import tariffs on China's anode-grade graphite to 160%, impacting the cost of electric vehicle manufacturing in the US, with a cost increase of $4,200 per ton [1] - China holds a 78% share of the global anode-grade graphite market, and over 90% of the raw materials needed for US electric vehicle battery production are imported from China [1] - Major US automakers like Tesla and Ford have announced plans to halt production of certain models due to the increased costs [1] Group 2 - The EU's 18th round of sanctions against Russia includes two Chinese financial institutions that provide settlement services to Russian energy companies, involving approximately €1.2 billion [3] - The sanctions have led to a 30% decrease in efficiency within the EU's internal energy settlement system [3] - Canada has imposed a 23% punitive tariff on Chinese cold-rolled steel, causing a 5.2% increase in domestic steel prices and resulting in multiple infrastructure projects being put on hold [3] Group 3 - China and Australia have signed a procurement agreement for 500,000 tons of canola seeds, an increase of 150,000 tons from the previous year, leading to an increase in Australia's canola production utilization rate from 68% to 82% [5] - The US electric vehicle industry association has warned that comprehensive sanctions could result in the loss of 400,000 jobs [5] - China accounts for 91% of the market share for rare earth processing products exported to the US, with companies closely monitoring policy developments [5] Group 4 - Chinese rare earth companies are accelerating capacity expansion in Myanmar and Malawi, increasing their overseas mining share from 22% to 35% [7] - Brazil and India have expressed willingness to expand trade with China in agricultural and mineral products, with negotiations entering substantive stages [7] - China's manufacturing PMI has remained above 50.8 for three consecutive months, outperforming the global average by 2.3 percentage points, indicating resilience in the supply chain [7] - The IMF has raised its 2025 economic growth forecast for China to 5.2%, citing stronger-than-expected supply chain resilience [7]
决不妥协!29国对华制裁落地,不到24小时,商务部连发多则公告,美国罕见逃过一劫?
Sou Hu Cai Jing·2025-08-18 13:41