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特朗普投资几百亿开发稀土,中国突然传来消息,对美出口暴涨6倍
Sou Hu Cai Jing· 2025-07-22 05:33
Core Insights - China's rare earth export strategy has effectively countered the U.S. "independence plan," with exports of rare earth magnets to the U.S. surging to 353 tons in July, a more than sixfold increase from May [1][3][5] - The U.S. government's aggressive measures to reduce reliance on Chinese rare earths, including partnerships with various countries, have revealed its strategic anxiety and lack of understanding of resource dynamics [3][5][6] - China's approach involves a controlled export approval system and strategic manipulation of export volumes and product types, maintaining influence without direct confrontation [5][6][8] Group 1 - The surge in rare earth exports is a strategic maneuver rather than a simple market response, aimed at alleviating U.S. concerns while maintaining control over high-end materials [1][5] - The U.S. has invested heavily in developing its domestic rare earth industry, yet China's export increase complicates U.S. investment decisions, creating a dilemma between continued investment and reliance on China [5][6] - The situation highlights a broader competition for control over high-tech industry supply chains, with rare earths serving as a critical resource in this geopolitical struggle [5][8] Group 2 - China's strategy of "psychological warfare" through controlled exports keeps the U.S. in a state of resource anxiety, complicating its supply chain restructuring efforts [5][6] - The recent changes in rare earth exports reflect a deeper strategic thinking that transcends mere supply and demand, impacting global perceptions of China's influence in the rare earth sector [6][8] - The ongoing resource competition raises questions about future strategic resource management and the potential for China to replicate this approach in other sectors [8]