当今，中美之间的博弈正变得愈发复杂。美国财长贝森特近日的言论引起了广泛关注，他在谈到中美贸易矛盾时声称，美国手中还有诸多筹码，比 如中国限制稀土出口，而美国在飞机发动机和一些化学品领域也有优势。这种看似强硬的表态，背后却隐藏着更深层次的复杂性和不对称性。 首先，贝森特提及的飞机发动机及相关零部件，虽是美国的一张王牌，但这张牌的效用或许并没有他想象中的那么高。中国商飞的C919飞机项目面 临的瓶颈确实让人堪忧，彭博社爆料显示，由于美国的禁令，中国商飞将今年的交付目标从75架削减到25架，这无疑给国产大飞机的前景蒙上了阴 影。然而，将这个短期的困难当成完全依赖，显然是低估了中国在高端制造领域的韧性和创新能力。 不得不承认，在高端制造尤其是航空航天领域，我们确实存在被"卡脖子"的风险。但这并不是美国可以轻易利用的筹码。中国在航发方面的技术积累 与研发能力，正在不断提升。正如历史告诉我们的，无论是经济制裁还是技术封锁，往往刺激的不是屈服，而是反击。类似的情况曾经出现在中国 5G技术发展上，当外界对中国的打压越严，中国企业的发展动力越强，突破口也随之显现。 未来的局势将如何演变，值得我们持续关注。随着中国在科技领域的不 ...

Group 1 - The announcement of 275 million tons of rare earth reserves in Outer Mongolia has generated significant global attention, particularly from U.S. media, raising questions about the potential threat to China's dominant position in the rare earth market [1][6] - The mere existence of rare earth reserves does not guarantee a shift in the global market, as the critical processes of separation and purification are essential for realizing the value of these resources [1][3] - China holds a substantial technological advantage in rare earth processing, controlling 90% of global separation and purification capabilities, which poses a significant barrier for other countries attempting to compete [3][6] Group 2 - Transportation challenges present a significant hurdle for Outer Mongolia's rare earth resources, as navigating complex customs and transport routes to global markets is nearly impossible without passing through China [5][6] - The urgency in U.S. media responses stems from anxiety over China's control of rare earth resources, as the U.S. has been striving to reduce its dependency on China by forming a "rare earth alliance" with countries like Australia, Canada, and Japan [6][7] - The future competition in the rare earth sector will hinge not only on resource reserves but also on who can master the core technologies of the industry, ultimately determining market leadership [8][9]

Group 1 - The upcoming talks between the US and China are aimed at reaching an agreement on tariff issues and other significant trade matters, as indicated by White House Press Secretary Levitt [1] - US Treasury Secretary Mnuchin has suggested that the talks will be scheduled soon, with a strong indication that they could happen within the week [3] - Recent statements from US officials reflect a positive signal towards facilitating a conversation between the two leaders, despite previous communication challenges at the bureaucratic level [3] Group 2 - China has been tightening its control over rare earth exports, which is seen as a strategic move to retain leverage in future negotiations with the US [5] - The issuance of export licenses for rare earths in China is now subject to stricter regulations, requiring detailed information about end users, which indicates a more controlled export environment [5] - China's dominance in the rare earth market, accounting for over 60% of global production and over 90% of high-purity supply, positions it advantageously in the ongoing trade tensions with the US [6][8] Group 3 - Experts suggest that China is gaining an upper hand in the confrontation over chips and rare earths, with the US needing a decade to reduce its dependency on Chinese rare earths [8] - The critical role of rare earths in advanced technologies, including military applications and electric vehicles, underscores the importance of this resource in the current geopolitical landscape [6][8]