你细看，这其实就是一种威胁 诱导的组合拳 先看一个细节，美国五角大楼居然在考虑拿出10亿美元，专门去采购并囤积稀土。军费本就紧张，还要这样花钱，这意味着一个信号：美国着急了，而且 是真着急。 因为此前，中国刚刚宣布新的稀土出口管制政策，时间是10月9日。这是一个战略性动作。稀土不是稀有到买不到，而是在全球供应链中，中国的份额太 高，尤其在军工和高科技领域，这是美国绕不过的关卡。于是，美国总统特朗普立刻拍板，从11月1日起，对中国商品加征100%关税。注意，这不是把关 税提到100%，而是在原本30%的基础上，再加100%，总关税一下子变成了130%的惊人数字。 这种关税水平几乎就是贸易战的核选项，美国等于把中国商品往死里打价格。这在历史上很少出现，所以马上引发了全球关注。 中国的回应很直接。商务部发言人在10月12日说了两句话，第一，"既不愿打贸易战"，这是立场；第二，"也绝不害怕贸易战"，这是态度。简短，却释放 了明确的信号：我们不会退步。 中国的意思很清楚，国家战略资源必须有自己的规则，不会因为美国的压力就放松 转向美国内部，有意思的是特朗普和他的副总统万斯态度出现了微妙差别。特朗普在公开讲话里希望舆论别 ...

Core Insights - The article highlights the unusual surge in antimony oxide imports to the U.S. from Thailand and Mexico, amounting to over 3,800 tons, which is equivalent to the total imports for the years 2022 to 2024 [1] - The sudden rise of Thailand and Mexico as major buyers of antimony raises concerns about the integrity of international supply chains and the potential for illicit trade practices [1][3] - The U.S. companies are reportedly engaging in deceptive practices by rebranding Chinese-sourced gallium and shipping it through Southeast Asia, which undermines established trade regulations [1][5] Group 1 - The significant increase in antimony oxide imports from Thailand and Mexico is alarming, as these countries lack the necessary mining and refining capabilities [1][3] - The U.S. imports of antimony oxide from these countries halved in April 2025, coinciding with China's enhanced export controls amid the U.S.-China tariff war [3] - China's swift response to the illegal outflow of strategic resources includes a crackdown on smuggling and misreporting, initiated shortly after the drop in U.S. imports [3][5] Group 2 - The strategic competition between the U.S. and China is underscored by the U.S. efforts to reduce reliance on Chinese rare earths while simultaneously utilizing gray market channels to acquire these resources [5][7] - The illegal export of 3,834 tons of strategic minerals poses significant economic and national security risks, prompting China to enforce strict penalties against violators [5][7] - China's actions in response to the illicit trade serve as a model for maintaining integrity in international trade, emphasizing the importance of rules and transparency [7]