美媒发现一个可怕的事实：能在中国市场胜出的企业，就能在全球大杀四方。 最近华尔街日报发现了一件有意思的事情。中国市场的意义对很多外商来说，已经发生了逆转。这里不再是轻松赚大钱的地方，而是竞争最激烈的练兵场。 有的企业被迫败北，有的企业决定留下来自我锤炼。 （广交会上中国产品技术含量越来越高） （日本品牌一度霸占中国家电市场） 因此几乎所有的大型品牌，无论是制造业还是服务业，都会全力以赴的竞争。提高品质，扩大影响力。几乎没有哪个商家可以在地域性的小范围市场上苟 安。 国家长期推动人民生活水平的提高和社会运行水平的改善，这就对商家的产品和服务技术水平、质量水平提出了越来越高的要求。 例如有商业咨询人士表示，对许多外国汽车制造商来说，在中国开展业务意味着靠近市场中心和供应链，必须留在中国，才能紧跟创新步伐。如果你不在中 国本地与中国企业竞争，最终还是需要在全球市场与他们竞争。不如大家就在中国彼此磨砺。 报道说，多年来，随着中国经济的快速增长，大批西方品牌在中国赚了很多钱。其中包括路易威登母、星巴克、耐克、苹果和特斯拉等公司的摇钱树。在很 长一段时间里，这些公司几乎没有中国本土竞争对手。 如今的情况已经大不相同，本土 ...

来源：军哥漫谈 11月29日，美媒《华尔街日报》的一篇报道揭示了一个引人深思的现象：中国市场已经成为全球竞争最 激烈的练兵场。 能在这里胜出的企业，往往具备了在全球市场脱颖而出的能力。 这一观点的背后，是中国市场角色的根本性变化，以及本土品牌的全面崛起。 《华尔街日报》表示，过去几十年，中国市场曾是外资企业的"摇钱树"。 改革开放后，大批国际品牌进入中国，从家电到汽车，从奢侈品到快消品，几乎每个领域都能看到它们 的身影。 星巴克、耐克、苹果等品牌曾在中国市场轻松赚得盆满钵满。 然而，随着中国经济的快速发展和本土品牌的强势崛起，这种局面已经发生了根本性变化。 如今的中国市场，已成为全球竞争最为激烈的战场。 外资企业不仅要面对本土品牌的强势竞争，还需要适应中国消费者日益挑剔的需求。 能够在这样残酷的环境中生存并胜出的企业，显然拥有极强的竞争力。 中国本土品牌的崛起并非偶然，而是多种因素共同作用的结果。 首先，中国连续多年蝉联世界第一大制造业国家，制造业的综合实力为本土品牌提供了强大的技术和生 产支撑。 以新能源汽车为例，比亚迪、蔚来、小鹏等品牌不仅在国内市场站稳脚跟，还逐步走向国际市场，与特 斯拉等国际巨头展开正 ...

Core Viewpoint - The article discusses China's potential simplification of rare earth export processes to the U.S., while maintaining strict controls on military-related exports, indicating a strategic approach to balance global supply chain stability and national security [1][6]. Group 1: China's Strategy - China aims to ensure stable supply chains while tightening controls on military applications of rare earths, reflecting a dual focus on global stability and national security [1][6]. - The Chinese rare earth industry has been developed over decades, establishing a comprehensive supply chain from resource extraction to application, making it difficult for other countries to bypass China [1][8]. - China's approach to rare earth exports is not a blanket policy but rather a targeted strategy that distinguishes between civilian and military uses [6][11]. Group 2: U.S. Response and Challenges - The U.S. military heavily relies on Chinese rare earths for various technologies, including fighter jets and drones, leading to calls for reducing dependency, but progress has been slow [2][4]. - Despite efforts to rebuild its rare earth industry, the U.S. faces significant challenges, including underdeveloped domestic refining technologies and high costs, which hinder its ability to achieve independence [4][6]. - The U.S. has been vocal about its desire for independence from Chinese rare earths, but its actions have not matched its rhetoric, revealing a lack of preparedness [4][11]. Group 3: Global Implications - European countries, while advocating for risk reduction, have begun negotiating with China for long-term rare earth supply agreements, recognizing their dependence on Chinese resources for military and industrial needs [4][8]. - The article highlights that China's control over rare earths serves as a strategic leverage point in international relations, particularly in the context of U.S.-China trade tensions [8][11]. - The dynamics of the rare earth market illustrate a broader power imbalance, with China holding significant advantages in resource control and industry integration [11][13].

Group 1 - The European Union has implemented its 18th round of sanctions against Russia, which includes a permanent ban on the Nord Stream 1 and 2 gas pipelines, affecting energy supply to Europe [1][4][12] - The economic loss for Germany due to the Russia-Ukraine conflict is estimated at approximately €240 billion, translating to over ¥1.8 trillion, indicating significant financial strain on the country [12][14] - 77% of German households report being overwhelmed by high energy bills, with 44% having to dip into savings to pay for electricity, highlighting the direct impact on ordinary citizens [14][16] Group 2 - The loss of affordable Russian gas has led to increased production costs for German industries, with major companies like BASF and Volkswagen relocating production to the United States, resulting in technology loss and job reductions [16][17] - Europe's political dependence on the U.S. has deepened, with countries like Hungary and Slovakia initially resistant to sanctions but ultimately conforming under pressure, indicating a loss of European autonomy [19][36] - The U.S. has profited significantly from the situation, selling liquefied natural gas to Europe at three times the price and attracting European companies to relocate, thereby gaining technology and jobs [25][27] Group 3 - The sanctions against Russia have not severely impacted Russia as anticipated; instead, it has successfully opened new markets in Asia, particularly with China and India, mitigating the effects of Western sanctions [29][32] - The trade volume between China and Europe is ten times that of Europe and Russia, emphasizing the critical economic relationship that could be jeopardized by potential European policies aimed at reducing reliance on China [48][50] - German industry leaders are advocating for deeper cooperation with China, recognizing the importance of the Chinese market for their exports and production [56][59]