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欧盟放狠话:稀土再谈不拢就对中国动用非常手段,中方亮明态度
Sou Hu Cai Jing·2025-10-31 08:42

Core Viewpoint - China's new regulations on rare earth exports have tightened control over a critical resource, prompting strong reactions from Europe, particularly from French President Macron and European Commission President von der Leyen, indicating a complex geopolitical struggle where both sides are weighing their options [1][3][4]. Group 1: Impact on European Industries - Rare earth magnets and related materials are essential for Europe's renewable energy, military, wind power, and semiconductor industries, with China holding a dominant position in the global rare earth supply chain [3][4]. - The new regulations signal China's intent to further control this key resource, leading to heightened concerns within the EU, as the region has made little progress in developing its own rare earth supply capabilities since the establishment of the "Critical Raw Materials Alliance" in 2020 [3][4][21]. - European companies, particularly in the electric vehicle sector, are already feeling the pressure of potential supply issues, which could lead to increased costs and impact profitability [4][15]. Group 2: European Response and Strategy - The EU's response has been characterized by strong rhetoric, with calls for using all available tools to counter China's actions, but actual implementation of these measures is complex and time-consuming [3][10][19]. - The so-called "anti-coercion tool" introduced by the EU is more of a warning than a practical solution, as it requires consensus among all 27 member states, which is challenging to achieve [10][19][21]. - There is a growing realization within the EU that aggressive trade measures could backfire, harming their own industries, particularly in the context of the green transition [15][21]. Group 3: China's Position and Strategy - China has maintained a calm stance, emphasizing that resource export management is a common international practice aimed at ensuring industrial safety and rational resource use [6][10]. - The Chinese government has signaled a shift from being a mere supplier of raw materials to focusing on technology and value-added products, indicating a strategic change in how it engages with global markets [15][21]. - The ongoing geopolitical struggle over rare earths is seen as a psychological battle, with both sides calculating their moves carefully, but China appears to have gained the upper hand in the initial stages of this contest [8][10].