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中方刚取消水产品禁令,日本就急挖海底稀土,意图向美国示好?中方反应耐人寻味
Sou Hu Cai Jing· 2025-07-03 02:38
Group 1 - The recent lifting of the import ban on seafood from certain regions of Japan by China is interpreted as a sign of warming relations between China and Japan [1] - Japan's Prime Minister Kishida Fumio announced plans to start deep-sea rare earth mining in Minami-Torishima by 2025, aiming to reduce dependence on China [1][3] - The deep-sea mining initiative is seen as a political maneuver to gain leverage in trade negotiations with the United States amid ongoing trade tensions [3][6] Group 2 - The extraction of rare earth elements from deep-sea sources is technically challenging and requires significant financial investment, with costs being several times higher than land-based mining [3][5] - Even if Japan successfully extracts rare earths, the high costs may lead to inflated market prices, potentially harming key industries such as automotive and electronics [5] - Japan's current technology for rare earth purification lags behind, with 92% of global refining capacity concentrated in China, indicating that Japan may still need to rely on China for processing [5][6] Group 3 - Japan's high-profile statements regarding rare earths are largely aimed at increasing bargaining power in US-Japan trade talks, signaling a willingness to contribute to a "de-China" supply chain if the US makes concessions on tariffs [6] - The strategy may backfire if perceived as empty promises, potentially increasing pressure on Japan in negotiations with the US [6][8] - The competition for rare earth resources highlights that the core of resource independence is not merely about having access to mines, but rather about the ability to utilize those resources effectively [8]
我有种预感,稀土要大变化了,不是出口卡得严,也不是美国闹得凶
Sou Hu Cai Jing· 2025-06-28 08:04
Core Viewpoint - The article discusses the increasing strategic competition among Western countries regarding rare earth elements, highlighting China's recent measures to protect its technological expertise in this sector [1][3]. Group 1: Industry Actions - France has announced plans to accelerate the construction of rare earth separation plants, while the U.S. is implementing a talent naturalization program to bolster its capabilities [3]. - China has introduced a real-name registration system for core personnel in rare earth companies, requiring detailed reporting of qualifications and positions, indicating a move to safeguard its technological assets [3][10]. Group 2: Historical Context - The article references past incidents of technology leaks in the rare earth sector, such as a 2019 case where a high-ranking executive sold proprietary processing diagrams to an overseas company, and a 2021 case involving a magnetic materials factory [5][6]. - These incidents illustrate the ongoing risks of intellectual property theft and the importance of protecting human resources in the industry [5][6]. Group 3: Technological Dependence - Despite having significant rare earth reserves, Western countries struggle with refining and processing capabilities, with China holding 92% of the global rare earth refining capacity [8]. - The reliance on Chinese engineers for critical equipment adjustments in European projects underscores the technological dependency that exists [8][10]. Group 4: Strategic Implications - The real-name registration system is seen as a strategic move to prevent the outflow of talent and technology, marking a shift in China's resource strategy from production and pricing to technology and human capital [14][16]. - The article emphasizes that the true strength in the rare earth sector lies not just in machinery but in the expertise of experienced personnel [12][14].
赖清德称台北故宫博物院不打算与北京故宫博物院合作,国台办回应
第一财经· 2025-06-25 03:17
据央视新闻,6月25日上午,国台办举行例行新闻发布会。 记者:据报道,赖清德称,今年是 故宫博物院建院100周年 ,届时台北故宫博物院将与美国博物馆 合作,不打算与大陆故宫博物院合作。对此有何评论? 民进党当局出于谋"独"本性和政治私利,一方面极力推进"文化台独""去中国化",另一方面又利用 中华文化瑰宝大做文章,何其讽刺,何其可悲!正告民进党当局,两岸深厚的历史文化联结谁都割不 断,台湾社会和同胞身上的中华文化印记谁都抹不去, 数典忘祖、背弃民族必将遭到历史的清算。 国台办发言人朱凤莲表示, 故宫博物院和台北故宫博物院同根同源、血脉相连,珍藏着中华民族历 史文化瑰宝,承载着两岸同胞共同记忆,是两岸同胞共同拥有的宝贵财富。 两岸同胞有责任共同传 承好、弘扬好中华历史文化遗产。 ...
民进党当局抢当帮凶终成炮灰
Huan Qiu Wang· 2025-06-17 07:47
Group 1 - The Taiwanese government has added Huawei, SMIC, and several subsidiaries to its list of "strategic high-tech goods" requiring export licenses, indicating a shift towards tighter technology trade controls [1][2] - This action is perceived as a political maneuver to align with external forces and disrupt cross-strait industrial cooperation, potentially harming Taiwan's semiconductor industry [1][2] - The list includes 601 entities, marking the first time core Chinese tech companies are explicitly named, which aligns with the U.S. strategy to curb technology exports to China [1][2] Group 2 - The Taiwanese semiconductor industry may face significant risks, including losing access to the mainland market and hindering its development due to increased compliance scrutiny [2][3] - The Taiwanese government’s actions are criticized as detrimental to free market principles and are seen as a sacrifice of local industry for political gains [2][3] - Taiwan's reliance on the mainland for 40% of its chip production capacity below 14nm indicates that a forced decoupling could lead to substantial financial losses for Taiwanese companies, with MediaTek alone facing over 30 billion NTD in losses [4]
追过《藏海传》,台湾青年想来大陆“奔现”
Yang Shi Xin Wen Ke Hu Duan· 2025-06-15 09:55
Core Viewpoint - The popularity of mainland Chinese dramas, particularly "Cang Hai Chuan," in Taiwan signifies a new form of cultural exchange between the two regions, highlighting shared cultural roots and emotional resonance among audiences [1][3]. Group 1: Popularity of "Cang Hai Chuan" - "Cang Hai Chuan" has topped the Taiwanese viewership charts for seven consecutive days, indicating a strong reception among Taiwanese audiences [1]. - The drama has been described by Taiwanese media as "the strongest mainland drama" and "must-watch for 2025," reflecting its significant impact [2]. - Viewers appreciate the production quality and cultural elements, with one audience member noting the attention to detail in traditional Chinese culture [2]. Group 2: Cultural Resonance and Exchange - The success of "Cang Hai Chuan" and other mainland productions like "Nezha 2" and "Chang'an 30,000 Li" demonstrates a growing interest in Chinese cultural products among Taiwanese viewers [4]. - Taiwanese commentators and audiences express that the appeal of these dramas transcends political narratives, reinforcing the idea that "de-Sinicization" is not feasible [3]. - The enthusiasm for these productions is evident in public discussions and social media, where viewers actively recommend and discuss the shows [2][3]. Group 3: Broader Implications for Cross-Strait Relations - The reception of mainland dramas in Taiwan suggests a desire for continued cultural exchange, despite political tensions [4]. - Events like the 16th Cross-Strait Film Festival in Taipei showcase the enthusiasm of Taiwanese audiences for mainland films, indicating a strong cultural connection [4]. - Prominent figures in Taiwan, including former leaders, advocate for ongoing exchanges and interactions with mainland China, emphasizing the importance of cultural ties [4].
特朗普彻底慌了,中国对美痛下重拳,直接掐断美国“命脉”,不简单
Sou Hu Cai Jing· 2025-06-08 03:09
Group 1 - The article discusses the escalating trade tensions between China and the United States, highlighting China's response to U.S. tariffs and restrictions, particularly in the rare earth sector [1][3][5] - China controls 90% of global rare earth refining capacity, which gives it significant leverage in the trade conflict, especially as the U.S. relies on these materials for defense and high-tech industries [3][5][7] - The U.S. agricultural sector, particularly soybean farmers, is facing severe financial strain due to increased tariffs, with reports indicating that 30% of farms are nearing bankruptcy [3][5] Group 2 - The article notes that China's export controls on rare earth elements have immediate impacts on U.S. industries, including automotive and defense, with companies like Ford being forced to shut down operations due to supply chain disruptions [3][5] - The geopolitical landscape is shifting, with China strengthening trade ties with ASEAN and other regions, while the U.S. attempts to counter this through initiatives like the Indo-Pacific Economic Framework [5][7] - The article raises questions about the long-term implications of the trade conflict, particularly whether the U.S. can reduce its dependence on Chinese rare earths in the future [7]
特朗普通告全球,必须交出“投降书”!越南突然被点名,中方态度明确
Sou Hu Cai Jing· 2025-06-06 12:47
Group 1 - The U.S. government has raised steel and aluminum tariffs to 50%, applying pressure on multiple countries to submit trade negotiation proposals by a specified deadline, which has sparked widespread controversy and concern internationally [1][3] - The current actual tariff level in the U.S. is the highest since 1938, and if the "reciprocal tariffs" are fully implemented, it will reach the highest level since the 1890s, directly impacting the stability of the global trade system [1][3] - The OECD has downgraded U.S. economic growth forecasts for 2025 from 2.2% to 1.6% and for 2026 to 1.5%, indicating significant negative repercussions on the U.S. economy due to the tariff policies [3][6] Group 2 - Vietnam has been specifically targeted by the U.S. to reduce its reliance on Chinese materials and components, which poses a significant threat to its economy as a large portion of its manufacturing relies on Chinese imports [3][4] - The structural dependency of Vietnam on Chinese intermediate products means that the costs of decoupling will far exceed the benefits gained from tariff reductions, complicating the trade relationship [4][6] - The increase in tariffs has led to rising costs in various sectors, including automotive and construction, with reports indicating an 8%-12% increase in metal packaging food prices in U.S. supermarkets [6][9] Group 3 - The U.S. tariff policy is causing a global chain reaction, with the EU and Japan considering countermeasures, and the uncertainty in international trade rules is leading to a decline in global investment and trade volumes [6][7] - Developing countries, particularly those reliant on steel and aluminum imports, are facing increased cost pressures, while African agricultural nations are losing market share due to increased U.S. agricultural exports [6][9] - The international community is showing a clear trend of division, with many countries refusing to take sides in the U.S.-China conflict, and multilateral cooperation mechanisms are gaining importance as a counter to unilateralism [7][9] Group 4 - China is positioning itself as a responsible global player, with significant increases in investment in ASEAN countries and cross-border e-commerce with Vietnam, indicating resilience in supply chains despite external pressures [9] - The U.S. tariff strategy is seen as an attempt to restructure the global economic order, but data suggests that this approach is leading to a "lose-lose" situation for all parties involved [9] - The future of the global economy hinges on whether unilateralism will undermine globalization or if cooperation can be fostered to create a more resilient governance system [9]
中美日第一季度GDP差距断崖:美7.32万亿,日0.99万亿,中国多少
Sou Hu Cai Jing· 2025-05-25 22:37
Economic Overview - The United States reported a GDP of $7.32 trillion, but with a quarter-on-quarter decline of 0.07% and an annualized growth rate of only 1.1%, indicating economic weakness [3] - Japan's GDP fell below $1 trillion, at $0.99 trillion, with household spending experiencing negative growth for four consecutive quarters, leading to a significant drop in consumer activity [3] - China's GDP stood at $4.44 trillion, showing a robust year-on-year growth rate of 5.4%, significantly outperforming G7 countries [4] Sector Performance - In the U.S., the automotive sector faced challenges due to tariffs, with Ford halting production and a high inflation rate of 5.2% affecting consumer purchasing power [3] - Japan's economy is struggling with a 12% decline in convenience store food sales and a 18% drop in Toyota's global sales, as competition from Chinese electric vehicles rises [3] - China's equipment manufacturing sector contributed 10.9% to GDP growth, with a notable 26.9% increase in retail sales from home appliance upgrades [4] Debt and Fiscal Health - The U.S. national debt reached $35 trillion, with interest payments becoming a significant burden [6] - Japan's government debt is 260% of its GDP, indicating severe fiscal challenges [6] - China is seeing improvements in local government debt management, with 28 out of 31 provincial capitals achieving fiscal surpluses [6] Global Supply Chain Dynamics - The U.S. is attempting to reduce reliance on China, but companies like Tesla still rely heavily on Chinese production for a significant portion of their output [8] - Japan's semiconductor industry is dependent on Chinese high-purity silicon, highlighting vulnerabilities in its supply chain [8] - China experienced a 120% increase in electric vehicle exports, showcasing its growing influence in the global automotive market [8] Future Economic Outlook - The economic performance of the three countries illustrates different paths: the U.S. faces potential decline due to financial bubbles, Japan struggles with an aging population, while China is advancing through technological independence and a large domestic market [8] - China's focus on new production capabilities, such as AI in pharmaceuticals and advancements in autonomous driving, positions it favorably for future economic competitiveness [8]
时评|生造“其余人口”尽显民进党当局“去中”入魔
Xin Hua She· 2025-05-15 09:01
台行政机构网站有关台湾地区人口情况介绍中的表述被悄然修改,在地区总人口中占比逾九成五的"汉 人"竟变成所谓"其余人口",避而不谈以汉族为主体的基本事实。如此荒谬绝伦的政治操作,再次暴露 民进党当局企图斩断两岸血缘亲缘和历史文化联结的险恶用心,尽显"台独"分裂势力"去中国化"已至走 火入魔。 据台媒报道,相关网站内容原表述为"汉人为最大族群,占总人口96.4%",被替换成了"2.6%为原住民族 群,另外来人口占1.2%,其余人口占96.2%"。酷爱玩弄文字游戏的民进党当局自以为"改编"手法高明, 却立即引发岛内各界群嘲与痛批。把"最大族群"篡改为"其余人口",违背常识、逻辑不通,突破了正常 人的认知。面对群嘲,台行政机构竟以"为促进族群平权"诡辩。这下倒更让人们看清这一小伎俩背后的 大阴谋,那就是要"反中"就得"去中",要"去中国化"就得"去祖先化"。为了谋求"台独",不惜数典忘 祖,连列祖列宗都不认了。如此荒唐的操作,足见"台独"是反人性、邪恶的。 "水有源,故其流不穷;木有根,故其生不穷。"中华民族的漫长历史记载着历代先民迁居台湾、繁衍生 息的足迹,镌刻着两岸同胞血脉相连、同气连枝的史实。立宗祠、修族谱、拜 ...
台行政机构网站删除“汉人”改为“其余人口”,国台办回应
news flash· 2025-05-14 02:52
金十数据5月14日讯,国务院台办14日举行的例行新闻发布会上,有记者问:近日,台行政机构网站有 关台湾人口情况介绍中删除"汉人"表述,改为"其余人口"。岛内舆论批评这是赖清德当局进一步"去中 国化"、"去祖先化"的做法。对此有何评论?国台办发言人陈斌华表示,这种做法荒谬绝伦,可笑至 极。民进党当局做这些事的人,尤其是那些属于所谓"其余人口"的人,不知他们有何颜面面对列祖列 宗!两岸同胞有共同的血脉、共同的文化、共同的历史,同属中华民族、炎黄子孙,都是中国人,这是 谁都无法改变的客观事实。民进党当局出于谋"独"本性和政治私利,花招百出操弄"去中国化",割裂两 岸历史文化联结,不得人心,不会得逞,必遭唾弃。 (澎湃) 台行政机构网站删除"汉人"改为"其余人口",国台办回应 ...