2025年还没过完三分之一，中美这场较量的节奏就已经让人跟不上了。关税从10%疯狂飙到104%，特朗普国防预算直接砸到1万亿美元，说不震撼是假的。 更让人意外的是，解放军"海峡雷霆"演习76架战机15艘舰艇齐出动，美军拉拢日菲在中国家门口摆防线，全球军费冲破2.46万亿创纪录。 这些惊人数字背后到底在下什么棋？中美博弈真的到了不可回头的地步？ 104%的关税背后：中美已经撕破脸了吗？ 说起这轮贸易战，真的是来得太快就像龙卷风。 特朗普一上台就给中国货加税，从10%起步，北京没惯着，2月4日反手给美国农产品也来了个10%。 IMF看不下去了，先下调中美增长预测，说贸易战拖后腿，7月又小幅上调全球增长到3%，算是给市场点安慰，但谁都知道这只是表面功夫。 前言 更要命的是，关税战没停，特朗普又开始搞军事动作。 3月国会演讲，他直接说要应对"太平洋挑战"，国防预算砸到1万亿美元，潜艇和导弹系统占大头。 明摆着就是冲着中国来的，连遮掩都懒得遮掩了。海军参谋长4月开记者会，说要搞"闪电风暴"多军种联合演习。 从5月到7月，F-35从航母起飞，地面部队练火箭发射，场面够大，威慑意味更浓。 这哪里还是什么贸易摩擦，分明是在为 ...

Group 1 - China currently holds a significant position in the global critical mineral resources sector, accounting for approximately 60% of global production and over 85% of refined capacity, with a near monopoly in battery-grade graphite and permanent magnet markets (99% and 87% respectively) [1] - Historically, China had abundant rare earth reserves but lacked core technology, leading to a reliance on exporting raw materials at low prices and importing high-priced refined products, which harmed national interests and hindered technological and military development [3] - To change this passive situation, China has made systematic investments over decades, integrating supply chains and strategically acquiring resources, with significant contributions from researchers, notably the development of rare earth extraction theories and processes that have propelled China to a leading position in the rare earth sector [5] Group 2 - The trade tensions initiated by the Trump administration intensified US-China trade frictions, prompting China to strengthen its control over rare earth exports, which has drawn strong criticism from Western countries [7] - China’s strict control over rare earth resources is a necessary measure to safeguard national security and core interests, aligning with international norms, despite Western accusations of "weaponizing" rare earths [7] - In response to pressure from Western nations, China has mandated rare earth companies to report lists of personnel with specialized technical expertise to protect commercial secrets and prevent core technology leakage, indicating a strategic elevation of technology resources [9]