最近，美国被曝通过泰国和墨西哥转运中国稀土，尤其是氧化锑的数量惊人，超过了3800吨。一听这个数字，就让人觉得事情不简单。去年年底，中国就对 这些关键矿产设了出口限制，谁知美国的企业动作不慢，立马寻找了第三国作为中转站，积攒了一大批库存。然而，中方反应迅速，马上补上了这个漏洞， 直接让美国企业措手不及。 根据数据显示，从2024年12月到2025年4月，美国从泰国和墨西哥进口的氧化锑量达到了3834吨，超过了2022到2024年这两年间的总和，还多出一倍。泰国 和墨西哥一下子成了稀土新供应商，但令人疑惑的是，这两个国家的锑产能其实非常有限。泰国只有一座冶炼厂，而墨西哥的新冶炼厂也直到2025年4月才 开始生产，显然无法支撑如此巨量的出口。所以，业内专家一眼就看出，这些货物显然是通过转运从中国流入美国的。 美国企业采用这种方式并非第一次，他们惯常通过第三国绕过出口管制，确保供应链不断裂。比如，Gallant Metals这家公司就通过这种手段进口镓。该公司 CEO Levi Parker曾在接受采访时直言，他们每个月从中国进口200公斤镓，先将这些镓运送到东南亚国家，标上铁或锌的标签当作普通金属出口，之后再转 ...

7月10日，欧洲议会以523票支持、75票反对、14票弃权的压倒性多数通过了一项决议，严厉谴责中国对稀土出口实施限制。决议指出，中国的稀土出口管制 缺乏合理的正当理由，带有明显的胁迫性质，且强调中国在稀土领域几乎形成的"准垄断地位"赋予了其巨大的市场影响力和话语权。 自5月13日以来，美国针对中国的稀土问题展开了强硬态度。虽然两个月来的谈判有些许进展，比如在民用高科技领域的稀土出口有所放松，但美国稀土磁 铁制造企业依然抱怨审批效率低下，仅有3%的通过率，审批时间长达45天。不过，美国方面也得清楚，想把所有稀土产品都塞进申请里，还意图用这些产 品来满足军工需求，中国的监管并非看不见。 对此，中国驻欧盟代表团表达了强烈不满和坚决反对，明确敦促欧洲议会停止将贸易和经济问题政治化的做法，呼吁其回归理性和务实的合作态度，避免因 政治因素加剧贸易摩擦。 欧洲也开始效仿美国的策略。自5月13日以来，美国禁止华为昇腾芯片出口、限制中国留学生签证、禁用EDA软件和暂停对C919发动机的出口，虽然取得的 成果有限，但足以让欧洲眼红。于是，欧洲也开始出手，6月中旬针对中国电动车发起各种调查，并在6月20日宣布禁止中国企业参与价值超 ...

7月10日，在东风柳汽进出口公司，跨境电商部经理徐楚微正对着电脑屏幕与中东地区的经销 商"跨洋热聊"。"我们的海外新能源乘用车品牌FORTHING已做到当地细分市场前5名，每个 月都有150多辆的销量。"徐楚微告诉记者，这名经销商正在与她沟通追加订单和优化售后服 务等事宜。 "当我们去该国走访市场时，看到路上疾驰而过的FORTHING汽车，满是自豪与骄傲，同时也 感谢经销商对FORTHING品牌的认可和坚守。"徐楚微说。 全球汽车市场竞争日益激烈，东风风行作为中国自主品牌代表，正加速国际化布局。徐楚微告 诉记者，今年3月，企业组建专项工作小组，远赴中南美地区，深入当地市场，围绕品牌建 设、产品培训和售后服务升级开展一系列赋能工作，为后续市场拓展奠定了坚实基础。 在越南，东风柳汽的乘龙商用车正参与到当地大大小小的基建项目和物流产业中。长期驻扎越 南的东风柳汽河内运营中心总经理潘晓杰告诉记者，上半年越南市场东风柳汽商用车销量达 4634辆，同比增长54%。 "我们将持续加快海外市场布局，加大汽车海外认证方面的投入，持续推进海外基地建设，让 中国汽车驶向更广阔的天地间。"程源表示。 今年1至6月，东风柳汽出口汽车2 ...

Core Viewpoint - The European Parliament passed a resolution condemning China's restrictions on rare earth exports, claiming that China's actions lack reasonable justification and exhibit coercive intent, while highlighting China's near-monopoly position in the rare earth sector [1][3]. Group 1: European Parliament's Resolution - The resolution received overwhelming support with 523 votes in favor, 75 against, and 14 abstentions, indicating a strong consensus within the EU that China's export control measures are unjustified [1][3]. - The European Parliament urged EU leaders to address these issues directly with China during an upcoming visit, emphasizing the need for a resolution [6]. Group 2: China's Response - China's EU delegation expressed strong dissatisfaction with the resolution, labeling it as political manipulation and urging the European Parliament to cease politicizing trade and economic issues [3][9]. - China emphasized that rare earths are dual-use materials and that its export controls are within its rights and consistent with international norms [9]. Group 3: Broader Context - The U.S. has been engaged in a contentious battle with China over rare earths since May 13, with limited progress reported in the civilian high-tech sector [11]. - Europe is attempting to collaborate with the U.S. to pressure China, which may lead to retaliatory measures from China [11][13]. - The current geopolitical landscape suggests that Europe must recognize the complexities of its relationships with both the U.S. and China, and consider cooperation as a viable path forward [13].

韦尔希宁此前称，该备忘录是黑海港口农产品外运倡议系列协议的一部分，将于今年7月22日到期。俄 媒分析称，备忘录到期后，俄罗斯与联合国仍可就相关问题保持磋商协作。 俄罗斯外交部副部长韦尔希宁12日表示，俄罗斯与联合国达成的农产品及化肥出口备忘录将不再延期。 韦尔希宁称，俄方对备忘录执行效果深感不满。由于西方国家的蓄意阻挠，文件设定的所有目标均未实 现。根据韦尔希宁的说法，西方通过制裁手段制造保险、物流和支付壁垒，导致备忘录框架下，俄罗斯 粮食和化肥的出口渠道仍被系统性封锁。 俄罗斯、土耳其、乌克兰和联合国于2022年7月22日签署黑海港口农产品外运协议，旨在恢复乌克兰农 产品经黑海港口出口并保障俄罗斯粮食及化肥进入国际市场。该倡议是一系列协议的一部分。第二部分 则是俄罗斯与联合国三年的备忘录，备忘录中指出了解除俄罗斯粮食和肥料的出口限制，将环球银行间 金融通信协会（SWIFT）支付系统重新接入俄罗斯农业银行，恢复农业设备、零件的供应和维修，恢复 陶里亚蒂-敖德萨液氨输送管道的运作等一系列措施。 俄罗斯于2023年退出了黑海港口农产品外运协议。俄罗斯政府多次表示，乌克兰方面以人道走廊为借 口，实则趁进行交易时对俄 ...

中国稀土的牌才刚打出去，美国的转运通道就跟挖了地道一样，不仅一点没断，反而疯狂扩张。你以为货都锁在 关口了，结果人家换个国家贴标，照样绕道流进美国军工厂。 这一场矿产博弈，比战争还安静，比利益更赤裸 。 回想过去，中美之间的矿产博弈，起先是中国用稀土、锑、镓等出口管制做"王牌"，想让美国高科技和军工产业 停摆一下。但没想到，这把锁有缝，缝隙里全是绕道中转。美国企业紧接着发现了口子，大批华丽丽的氧化锑， 披着墨西哥和泰国的"马甲"名正言顺入境。 美国海关数据都看懵了，近半年美国进口的氧化锑，比过去三年加起来还多，其中中国企业的身影根本藏不住 有趣的是，这还不是老电影里偷渡的黑帮片段。不是深夜渔船偷偷靠岸，也不是机场货运化妆服装。而是企业代 理"合规"采购，两国文件齐全，走一圈就成了别人的"合法原产地"。路透社细细扒拉，连公司名都点了：中国广 。 西的锑产品子公司，半年直接让美国进口量暴涨二十几倍。泰国全国锑冶炼厂一共才那么大点产能，几乎送出去 的货都跟中国贴标签一样。 全球市场的基本格局没有变，中国依然是锑、镓、锗这些稀有金属的供应王者 。去年底刚一宣布管制禁令，资本市场就坐不住了。价格直接翻了两三倍，一公斤三 ...

Group 1 - The U.S. Department of Commerce restored export licenses for EDA software, aviation equipment, and engines to China, marking the end of a recent ban that began in late May [1][2] - The trade dispute escalated with tariffs increasing by 125% between the U.S. and China, leading to significant trade disruptions [2][4] - The U.S. government's ban on exports was a response to China's tightening of rare earth controls, which the U.S. viewed as a retaliatory measure [2][4] Group 2 - China's strict management of rare earth exports is aimed at preventing strategic resources from being used against its interests, creating a counterbalance in negotiations [4][5] - U.S. companies, particularly in the automotive sector, face supply chain disruptions due to China's rare earth export controls, which could lead to production halts [4][6] - The U.S. has relied on smuggling to obtain rare earth materials, but recent crackdowns by China threaten this supply route [6][10] Group 3 - The U.S. export ban on ethane, EDA software, and aviation equipment may backfire, as it could also harm U.S. exports and industries reliant on these markets [12][13] - EDA software is critical for semiconductor design, but China has made significant strides in developing its own alternatives since facing U.S. sanctions [13][18] - The C919 aircraft's engine options include domestically developed alternatives, such as the AEF1200, which is positioned to meet the aircraft's power requirements [15][16][18] Group 4 - The AEF1200 engine, derived from the WS20 military engine, is designed to compete with established Western models like the CFM56, showcasing China's advancements in aviation technology [15][16] - China's approach to building a self-sufficient supply chain in response to U.S. sanctions reflects a long-term strategy to mitigate risks associated with foreign dependencies [18][19] - The recent approval of rare earth exports to major U.S. automakers under strict conditions indicates a strategic compromise to ensure the continued development of China's aviation industry [18]

Core Viewpoint - Nvidia's CEO Jensen Huang is set to visit China, raising concerns among some U.S. politicians regarding potential violations of U.S. chip export controls [1][2]. Group 1: U.S. Political Response - Two U.S. senators, Jim Banks and Elizabeth Warren, have warned Huang against meeting with companies allegedly violating U.S. export controls, emphasizing the strategic importance of Nvidia's hardware for advanced AI [1]. - The senators claim that Huang's visit could undermine U.S. export controls and accelerate China's military modernization [1]. Group 2: Nvidia's Strategic Moves - Huang is expected to attend the China International Supply Chain Promotion Expo on July 16, where he may reaffirm Nvidia's commitment to the Chinese market amid U.S. export restrictions [1]. - Nvidia plans to launch a new AI chip designed specifically for China by September, which will exclude some advanced technologies to comply with U.S. regulations [2]. Group 3: Financial Implications - Nvidia anticipates a loss of up to $8 billion in sales due to export controls, with Huang previously stating that these restrictions have already cost the company $15 billion in sales [4].

Summary of Key Points Overall Import and Export Trends - In the first five months of 2025, China's overall alcohol imports showed weakness, with total import value at $1.37 billion, a year-on-year decline of 14.3%, and total import volume at 290 million liters, a slight increase of 0.94% [1] - Conversely, alcohol exports expanded, with total export value reaching $830 million, a year-on-year increase of 8.58%, and total export volume at 390 million liters, a significant growth of 30.12% [2] Wine Imports - Wine imports experienced a decline in momentum, with import value at $590 million, a year-on-year increase of 15.6%, but import volume decreased by 8.5% to 95.52 million liters [1] - The average import price for wine rose to $6.1 per liter, reflecting a year-on-year increase of 26.4% [1] Spirits Imports - Spirits imports faced a downward trend, with import value at $540 million, a significant decline of 37.4%, while import volume increased by 2.8% to 41.58 million liters [1] - The average import price for spirits dropped to $13 per liter, a decrease of 39.1% [1] - Baijiu emerged as the largest category in terms of import value among spirits, with an import value of $168 million, a year-on-year increase of 47.3% [1] Beer Imports - Beer imports showed limited growth, with import value at $190 million, a slight increase of 0.7%, and import volume at 150 million liters, a year-on-year increase of 9.5% [2] - The average import price for beer decreased to $1.3 per liter, down 8% year-on-year [2] White Spirit Exports - White spirit exports saw a slowdown in growth, with export value at $400 million, a year-on-year increase of 8.4%, and export volume at 6.84 million liters, up 5.7% [2] - The average export price for white spirit was $58.8 per liter, reflecting a year-on-year increase of 2.5% [2] Beer Exports - Beer exports accelerated, with export value at $220 million, a year-on-year increase of 17.8%, and export volume at 320 million liters, up 16.9% [3] - The average export price for beer was $0.7 per liter, a slight increase of 0.8% [3] Wine Exports - Wine exports continued to show strong growth, with export value at $16.24 million, a remarkable year-on-year increase of 91.9%, and export volume at 1.54 million liters, up 158.1% [3] - The average export price for wine was $10.6 per liter, down 25.6% year-on-year [3]

Core Viewpoint - The article discusses how the U.S. has circumvented China's mineral export ban by importing key minerals like antimony through third countries, leading to a significant increase in U.S. imports of these minerals despite China's restrictions [3][5][10]. Group 1: U.S. Actions and Responses - The U.S. government has been secretly importing minerals from China via third countries like Mexico and Thailand to bypass China's export ban on critical minerals [5][8]. - Reports indicate that from December 2022 to April 2023, the U.S. imported 3,834 tons of antimony oxide from Thailand and Mexico, which is more than the total imports from the previous three years [8][10]. Group 2: China's Export Controls - In response to U.S. sanctions, China implemented strict export bans on key minerals such as antimony, gallium, and germanium starting December 2023 [3][5]. - China has also tightened controls on dual-use items to prevent their export to the U.S. [3]. Group 3: Consequences of Circumvention - The circumvention of China's export controls has rendered these measures ineffective, undermining China's leverage in U.S.-China relations [10]. - This situation highlights the internal challenges China faces, as domestic entities may be colluding with foreign parties to smuggle critical minerals out of the country [11][13]. Group 4: Government Actions - In light of the situation, China's Ministry of Commerce has initiated a special operation to combat the export of critical minerals to the U.S. through third countries [11].