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中美大交易没欧洲的份,欧盟搞捆绑销售,中国想卖商品得送稀土?
Sou Hu Cai Jing·2025-11-08 18:46

Group 1 - The core issue revolves around the recent US-China agreement on rare earth supply, which excludes the EU, leading to dissatisfaction from the European Union [1][3] - The EU initially hoped that the trade suspension measures would apply globally, but the US did not consider the interests of its allies, leaving the EU to negotiate separately with China for rare earths [3][8] - The EU's request for equal treatment from China, similar to that received by the US, reflects its frustration and perceived marginalization in the negotiations [6][13] Group 2 - The US has suspended 50% of its export control rules against China and lowered some tariffs, while China has paused its upcoming rare earth export controls for US compliant companies, creating a "green channel" [8][9] - However, China has retained its April export control measures, which specifically affect EU companies, highlighting a strategic differentiation in treatment [8][11] - The EU's passive position stems from its alignment with US strategies, which has limited its negotiating power and led to its exclusion from key agreements [11][13] Group 3 - The EU's contradictory stance of demanding the lifting of rare earth controls while simultaneously investigating subsidies on Chinese electric vehicles complicates negotiations [13] - The EU's new proposal to require China to bundle rare earths with other exports is seen as a desperate measure that overestimates its bargaining power [6][13] - For effective cooperation, the EU must abandon its zero-sum mindset and cease following US restrictions on China, returning to a path of equal negotiation [13]