特朗普牵头,31国赴美同谋遏华,中国风电巨头被查,林剑反将一军
Sou Hu Cai Jing·2026-02-07 05:50

Group 1 - The U.S. proposed a new strategy at the resource geopolitical cooperation forum, aiming to establish a price floor for critical minerals to reshape global resource dominance and reduce reliance on China [1] - The U.S. plan includes creating a preferential trade zone for critical minerals, adjusting tariffs, and enhancing pricing transparency, with the underlying goal of supply chain decoupling from China [1] - Australia supports the price floor to boost mineral export revenues but opposes additional tariffs on Chinese products due to its significant trade relationship with China [3] Group 2 - South Korea quickly established communication with China after the U.S. meeting, emphasizing the importance of multi-channel cooperation for resource imports [3] - The EU announced an investigation into China's wind power company Goldwind, focusing on potential tax benefits and financing advantages, which aligns with U.S. efforts to limit China's market influence [3][5] - The investigation by the EU is seen as a non-tariff barrier aimed at protecting local companies from competition with Chinese firms, reflecting internal pressures within the EU [5] Group 3 - The U.S. faces challenges in its supply chain strategy due to environmental approval delays and high project costs, which hinder the activation of mining projects [7] - Despite U.S. administrative efforts to attract investment in mining and processing, market stability and enterprise decision-making remain critical factors for success [7] - China's competitive advantage in the wind power sector is attributed to its systematic capabilities and cost efficiency, rather than reliance on subsidies [7]