运营商财经网康钊：对美国锂电池出口管制真是太聪明了

Group 1 - The article discusses the recent tensions between the U.S. and China, highlighting China's strategic responses to U.S. tariffs and trade policies [1] - China plans to implement an export licensing system for key rare earth mining and processing technologies starting November 8, 2025, which will cover the entire rare earth industry chain [3] - China is also restricting exports of lithium battery materials to the U.S., controlling 96% of global anode material production and 85% of cathode material production [3] Group 2 - The U.S. electric vehicle industry heavily relies on Chinese lithium batteries, with 65% of grid-level lithium-ion batteries imported from China in the first seven months of 2025 [3] - The global electric vehicle battery installation reached 691.3 GWh in the first eight months of 2025, with Chinese companies holding 68.4% of the market share [4] - China ranks fifth globally in lithium resources and fourth in lithium reserves, making it a critical player in the lithium-ion battery supply chain [4]