产业链主导权争夺

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G7果然没有死心,准备抱团对华“动手”,拟祭出2招制裁中国稀土
Sou Hu Cai Jing· 2025-09-26 07:38
西方多国密谋对中国稀土卡脖子 专家:暴露其产业焦虑 这就像走进超市想买打折商品,却威胁店员必须降价,否则就举报商店。一位行业专家形象地指出,结果可能是商店直接停业整顿,顾客反而无货可买。 据外媒报道,G7集团和欧盟近期正在酝酿一项针对中国稀土产业的限制措施,计划通过设定最低价格、加征关税和碳税等手段,试图削弱中国在全球稀土 市场的主导地位。这一举动暴露出西方国家在关键矿产供应链上的战略焦虑。 知情人士透露,包括美国、欧盟成员国在内的30多个国家正在讨论建立稀土价格联盟。澳大利亚已率先考虑对中国稀土实施最低限价政策,加拿大表现出积 极态度,欧盟也在研究类似方案。这种抱团行为反映出西方国家既想减少对中国稀土的依赖,又难以割舍中国稀土的价格优势和技术保障。 值得注意的是,今年4月中国对部分关键矿产实施出口管制后,西方企业立即出现稀土荒的连锁反应。欧盟官员甚至无端指责中国将稀土武器化,却对自身 供应链的脆弱性避而不谈。 为摆脱对中国稀土的依赖,西方国家曾尝试多种替代方案:美国投入巨资重启本土矿山,欧盟甚至研究过太空采矿的可行性。但现实很骨感——这些项目或 因成本过高,或因技术瓶颈,大多收效甚微。 分析人士指出,西方的 ...
美国稀土彻底变天了?7月11日,五角大楼亲自下场传来新消息
Sou Hu Cai Jing· 2025-07-16 05:50
Group 1 - The core of the article revolves around the geopolitical struggle for technological dominance, with rare earth elements as the focal point of this competition [1][2] - The U.S. government has made a strategic investment of $400 million in the domestic rare earth company MP, aiming to reduce dependence on China and secure its defense and high-tech industries [1][2] - MP, despite being labeled as a domestic company, has 8% of its shares owned by China's Shenghe Group, indicating a complex relationship where the U.S. is trying to regain control over the rare earth supply chain [1][2] Group 2 - The U.S. faces significant challenges in replicating China's rare earth industry, as over 90% of global rare earth processing facilities are located in China, built on decades of experience and substantial investment [4][6] - The capital market is reacting to the growing demand for rare earth magnets driven by the booming electric vehicle industry, leading to a tightening of global rare earth supplies [4][6] - The U.S. attempts to create a rare earth "club" with countries like Australia and South Africa may lead to disruptions in the interconnected global supply chain, highlighting the fragility of such unilateral actions [8][6] Group 3 - The competition for rare earths is not just about resources but also about technological influence and control over the industrial chain, with the U.S. risking a situation where it ends up with no benefits from its unilateral strategies [8] - China's continued innovation and steady approach are seen as key strategies to navigate this geopolitical contest, emphasizing the importance of adapting to rapid technological advancements [8]