Group 1 - The core viewpoint of the article highlights the complex and subtle game between China and the United States, particularly focusing on China's countermeasures in response to U.S. pressure on chip and high-tech exports [1] - In 2018, the U.S. initiated a trade war by imposing tariffs and technology restrictions, prompting China to respond with resource management and trade adjustments [1][3] - By 2019, China announced plans to strengthen rare earth export management as a counter to U.S. tariffs, and by 2023, it implemented export licensing for gallium and germanium, critical for semiconductor and solar cell production [3][4] Group 2 - China holds a significant advantage in the rare earth market, with over 90% of global processing concentrated in the country, making the U.S. highly dependent on Chinese rare earths for defense and electronics [4][6] - U.S. officials have expressed deep concerns over the economic impact of China's countermeasures, which have already led to increased manufacturing costs and decreased agricultural exports in the U.S. [6][10] - The countermeasures have enhanced China's negotiation leverage, leading to concessions from the U.S. in the Phase One trade agreement, such as increased agricultural purchases from China [8][10] Group 3 - The dynamics of U.S.-China relations are shifting, with China transitioning from a resource-exporting country to a leader in the supply chain, while the U.S. adapts to a shared mechanism rather than unilateral dominance [10][11] - The U.S. government is beginning to allocate funds to support domestic rare earth development projects, indicating a shift from reliance on China to self-sufficiency, although China's processing capacity still dominates the market in the short term [11][13] - China's export control measures are stimulating diversification in global mineral investments, prompting the U.S. to accelerate research into alternative materials to reduce reliance on rare earths [13]
太痛了!中国反击的滋味,美国不愿再尝,生怕中美现状被打破
Sou Hu Cai Jing·2026-01-15 18:59