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终于明白为何有些国家不怕我国“稀土”禁运
Sou Hu Cai Jing·2025-09-29 00:32

Core Viewpoint - The recent suspension of the China-Europe Railway has raised questions about Europe's reliance on Chinese rare earth materials, particularly given the high dependency rates of European countries on these resources [1][3]. Group 1: Dependency on Chinese Rare Earths - The EU's dependency on Chinese rare earths is over 98% on average, with some critical sectors nearing 100% reliance, particularly in high-end permanent magnet materials [3]. - China supplies 93% of the EU's magnesium, 97% of its lithium, and nearly all of its rare earth minerals, indicating a significant risk to European high-tech industries if exports are restricted [3]. Group 2: European Response and Alternatives - Despite the high dependency, European countries have shown little panic in response to the suspension, suggesting they may have alternative sources for rare earth materials [1][3]. - The lack of immediate economic distress in Europe implies that they might be capable of sourcing rare earths through other channels, mitigating the impact of potential supply disruptions from China [3]. Group 3: Domestic Issues and Smuggling - The recent exposure of a family operation involved in smuggling rare metals is seen as just the tip of the iceberg, indicating larger systemic issues within the country regarding the illegal trade of valuable resources [5]. - The presence of individuals willing to compromise ethics for financial gain highlights the need for stronger internal controls to prevent such illicit activities [5].