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美国喊话中国,稀土卡脖子,中方淡定应对
Sou Hu Cai Jing·2025-11-03 11:55

Group 1 - The meeting between the US and China in Busan resulted in verbal agreements, including the US's decision to delay the imposition of fentanyl-related tariffs and port surcharges, while China extended its rare earth export controls for another year, indicating a cautious exploration of each other's limits [1] - US Treasury Secretary Yellen expressed concerns about China's compliance with commitments, threatening to reinstate tariffs, but previous attempts to address trade deficits and technology restrictions have yielded diminishing returns, with tariffs on some goods reaching 145% during 2023-2024, ultimately leading to inflation and corporate withdrawals in the US [3] - China controls over 70% of global rare earth mining and processing, making it difficult for the US to source alternatives from countries like Australia or Myanmar, which cannot meet the demands of the military and electric vehicle industries [5][6] Group 2 - The lack of a joint statement from the recent talks highlights unresolved details, such as the ambiguity surrounding the proposed suspension of 24% reciprocal tariffs and the unclear inclusion of products like mobile phones and chip components, reflecting internal coordination issues within the US government [8] - The perception that China might act unpredictably like the US is misguided; China has not abandoned any trade commitments since joining the WTO, relying on systematic capabilities rather than verbal promises, which contrasts with the US's approach [10] - China's advancements in technology, particularly in semiconductors and military capabilities, demonstrate its establishment of an independent technological system, while the US's attempts to decouple and apply financial pressure have not deterred China's progress [12]