中国亮出比稀土更狠的“底牌”，美方急忙解释，罕见言辞引发国际高度关注

Group 1: Strategic Resources - China is leveraging its control over rare resources, particularly rhenium, which is crucial for modern aerospace technology, with 70% of global reserves held by China [3][5] - A new resource tracking system has been implemented in China, requiring digital traceability for exports of critical metals like gallium and germanium, complicating Western companies' ability to stockpile these resources [5][6] - China is establishing a tiered resource management system, with stricter controls on more scarce and strategically valuable resources, impacting Western supply chains that have relied on low-cost imports [5][6] Group 2: Semiconductor Industry - A Chinese company, Jingyan Technology, has developed carbon-based chips that outperform traditional silicon chips by three times and do not require EUV lithography, challenging Western technological dominance [6][8] - The semiconductor sector is witnessing a shift as China develops domestic alternatives for previously U.S.-dominated EDA software and high-end chips, indicating a full-chain breakthrough in semiconductor manufacturing [6][8] Group 3: Market Dynamics - China's recent antitrust investigation into Qualcomm, which derives 60% of its revenue from China, reflects a strategic move to assert market control, resulting in a significant drop in Qualcomm's market value [8][10] - Chinese policies are favoring domestic chip manufacturers through tax reductions and subsidies, allowing companies like Huawei and SMIC to gain market share at the expense of Western firms [8][10] - In the electric vehicle sector, BYD is not only producing vehicles in Europe but also setting battery technology standards, indicating a shift from merely selling products to defining market rules [8][10] Group 4: Changing Geopolitical Landscape - The recent shift in U.S. and European rhetoric towards China suggests a recognition of the deep interdependence in supply chains, as companies like Boeing and European automakers rely heavily on Chinese resources and technology [10][12] - The evolving dynamics indicate that China is transitioning from a passive participant in global trade to an active rule-maker, reshaping the competitive landscape [10][12]