Group 1 - The U.S. has significant rare earth resources, but processing and refining are heavily reliant on China, which holds 85% of global separation capacity [3][4] - Trump's proposed 200% tariffs on Chinese rare earth products may harm U.S. industries, including chips, batteries, and consumer electronics, exacerbating inflation [4][6] - The U.S. manufacturing sector is already feeling the impact, with companies like Ford halting production due to rare earth shortages [4][8] Group 2 - China's delegation to the U.S. is not seeking to appease but aims for equal negotiations, leveraging its complete rare earth supply chain and growing technological independence [6][9] - The U.S. aerospace industry, particularly Boeing, is vulnerable due to its reliance on the Chinese market, as evidenced by the suspension of orders for Boeing 737MAX [8][9] - The ongoing U.S.-China competition is fundamentally about the strength of their respective industrial bases, with China focusing on long-term advantages in key sectors like chips and renewable energy [9][11]
特朗普通告各国:美国筹码比中方厉害!话音未落,中方专机将抵美
Sou Hu Cai Jing·2025-09-01 09:55