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特朗普公开喊话,中国必须向美提供稀土,美国手上握有反制筹码
Sou Hu Cai Jing·2025-09-01 01:16

Core Viewpoint - The article discusses President Trump's demands for China to supply rare earth magnets to the U.S., threatening a 200% tariff if compliance is not met, highlighting the implications for U.S.-China trade relations and the potential impact on global supply chains [1][3]. Group 1: U.S.-China Trade Relations - Trump's statements reflect a belief that the U.S. holds greater influence over China in trade matters, asserting that the U.S. has sufficient countermeasures, such as halting the supply of Boeing parts, which could leave 200 aircraft grounded in China [3][5]. - The article critiques Trump's unilateral approach, suggesting it misjudges the interdependence of U.S. and Chinese industries, particularly in high-end manufacturing [5][7]. Group 2: Rare Earth Magnet Industry - Rare earth magnets are essential for strategic industries like electric vehicles, high-end chips, and aerospace, with China's dominance in this sector resulting from long-term resource advantages and technological development [5][9]. - The potential U.S. tariffs and trade halts could disrupt the established global supply chain, which is based on mutual economic needs rather than political maneuvering [5][9]. Group 3: Economic Implications - A halt in U.S. supplies of Boeing parts could adversely affect Boeing's stability and the livelihoods of U.S. suppliers, creating a detrimental cycle for both nations [7][9]. - The article emphasizes that the U.S. is increasingly dependent on China for various sectors, while China's reliance on the U.S. is decreasing, suggesting that extreme pressure tactics may backfire and accelerate China's self-sufficiency in key industries [9].