Group 1 - The Chinese Ministry of Commerce has approved the export license applications of some rare earth exporters, indicating a willingness to stabilize the global supply chain while maintaining strategic security [1][5] - China holds a dominant position in the global rare earth industry, with 36.7% of the world's rare earth reserves, and possesses 90% of the patents related to smelting and separation technology [3] - The recent easing of export controls has provided some relief to Western companies, particularly in the military and electric vehicle sectors, which heavily rely on Chinese rare earth materials [5][6] Group 2 - A significant smuggling case involving antimony ingots was recently adjudicated, highlighting the risks associated with strategic resource smuggling, with 166 tons of antimony involved [6][8] - Antimony is considered a critical strategic resource, essential for military applications, and China controls nearly half of the global antimony reserves [8] - The ongoing geopolitical tensions are reflected in actions such as the U.S. canceling a large wheat order from China while simultaneously announcing a substantial arms sale to Taiwan, indicating a broader strategy of containment against China [10][12] Group 3 - The Chinese government is adopting a counter-strategy targeting U.S. agricultural exports in response to provocations, particularly in light of the importance of agricultural trade in U.S.-China relations [12]
是时候跟美国算总账了!96吨稀金被海关追回,中国两张牌打得牛
Sou Hu Cai Jing·2025-12-22 06:16