从被割7000亿到反杀！中国铁矿定价权之战，这局赢得太提气

Core Viewpoint - The article discusses China's recent shift in negotiating power regarding iron ore purchases from Australia, highlighting a significant change in the dynamics of pricing and payment methods, particularly the acceptance of RMB settlements by Australian mining giant BHP [1][13]. Group 1: Historical Context - China has historically overpaid for iron ore, spending an excess of 700 billion yuan from 2000 to 2006 due to a lack of negotiation power and transparency from Australian suppliers [3][5]. - The cost of iron ore production in Australia is significantly lower than the prices charged to China, leading to minimal profit margins for Chinese steel companies [5]. Group 2: Current Negotiation Power - China now holds three key advantages in negotiations: the ability to halt purchases, established alternative suppliers, and a robust pricing market through its futures exchange [7][9][11]. - BHP relies heavily on the Chinese market, with 60% of its iron ore sales directed to China, making China's purchasing decisions impactful on BHP's profitability [7]. Group 3: Future Implications - The acceptance of RMB for iron ore transactions marks a significant step for China in asserting its pricing power in global commodity markets, potentially influencing future negotiations in other sectors such as oil and gas [13][14]. - This shift indicates a broader strategy for China to establish its own rules in international trade, challenging the dominance of the US dollar [14].