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18万吨大豆刚到手,特朗普48小时翻脸,G7稀土联盟剑指中国意欲何为
Sou Hu Cai Jing·2025-11-02 16:49

Group 1 - The G7 countries are planning to establish a critical minerals production alliance to counter China's dominance in the rare earth sector, indicating a direct confrontation with China [1][3] - The recent order of 180,000 tons of U.S. soybeans is seen as a minor gesture compared to the historical exports of over 20 million tons annually, highlighting the limited impact of such trade agreements [1][3] - The complexity of establishing a rare earth supply chain is emphasized, as it requires significant investment, long-term research, and skilled labor, making it a challenging endeavor for the G7 [3][5] Group 2 - The ongoing U.S.-China competition is characterized by both nations pursuing their strategic goals, with China focusing on breakthroughs in chip technology and the U.S. aiming for rare earth self-sufficiency [5][7] - China's comprehensive industrial chain and manufacturing base provide a significant advantage over the U.S., which faces challenges in rebuilding its own supply chains due to talent shortages and high costs [5][7] - Historical patterns show that U.S. sanctions often backfire, leading to accelerated self-sufficiency in China across various sectors, including navigation, telecommunications, and renewable energy [7]