中方动真格了，几乎断供欧盟稀土，关键时刻，冯德莱恩认怂，拒绝美对华制裁要求。 今年8月，中国对欧盟的稀土磁铁出口量达到2582吨，比7月增加了21%。这一数据被海关总署公布，并迅速引发了全球关注。与此同时，中国对美国的出口 则减少了5%，仅为590吨。稀土磁铁是全球产业链中的关键原材料，尤其在高科技领域和军事工业中，起着不可替代的作用。 欧盟对中国稀土的依赖早已不容忽视。根据彭博社的报道，欧盟在多个行业中，包括汽车制造、风能、电子产品等，广泛依赖中国的稀土供应。随着中美贸 易战加剧，中国在稀土出口上的举措成为了其战略性反制手段。欧盟也深知，若中国完全断供，将面临严重的供应短缺问题，特别是在稀土依赖较重的制造 业领域。 这种局面在今年年初已经有所显现，当时欧盟的多个行业曾因中国的稀土出口管制而遭遇生产中断。据中国欧盟商会主席彦辞（Jens Eskelund）透露，欧盟 企业在8月份遭遇了七次生产中断，预计9月份还将有更多停工的情况。 这次，欧盟在特朗普的施压下没有选择进一步惹怒中国，而是默默承受了美国的经济压力，避免了与中国的全面对抗。可以说，稀土的"断供"成为了中国为 逼迫欧盟做出独立决策的筹码。 冯德莱恩的 ...

文︱陆弃 印度对美贸易摩擦，正像一场棋局，表面平静，实则暗潮汹涌。9月22日，印度商业和工业部长戈亚尔 将访问华盛顿，带着代表团直面久拖不决的贸易协议。这次访问，看似一场普通的谈判，其实背后隐藏 着印度对自身经济主权与国际博弈的精妙布局。 上周，新德里的谈判桌上，印度首席谈判代表阿格拉瓦尔与美国贸易代表助理布伦丹·林奇团队会面， 交流气氛被官方形容为"积极"，着眼未来。这种"积极"并非随意之词，而是经过深思熟虑的外交语言。 毕竟，在特朗普对印度购买俄罗斯石油开出惩罚性关税后，印美关系早已进入敏感期。25%的关税，从 8月底起生效，使得总体关税翻倍达到50%，印度出口商的担忧并非空穴来风。8月份印度对美出口从7 月份的80.1亿美元降至68.6亿美元，市场已经开始感受到冲击。 贸易摩擦不仅是数字游戏，更是政策和战略的碰撞。美国此次还提高H-1B签证费用，每张高达10万美 元，直指印度庞大的信息技术服务行业。这对印度而言，是直接触碰了产业命脉的重击。莫迪政府面对 压力，并未退缩，而是通过内部号召"自力更生"，推动国民消费本土产品，打造经济韧性，同时也让谈 判桌上手握筹码。印度不再是任人宰割的市场，而是有策略、有底 ...

Group 1 - The EU is responding to pressure from the US by deepening trade relations with India and other emerging markets, aiming to reduce reliance on the US market [1][3][4] - EU Commission President Ursula von der Leyen has committed to completing negotiations for a free trade agreement with India within this year, indicating a proactive approach to trade expansion [3][4] - The EU is currently negotiating with South Africa, Malaysia, and the UAE, and has already signed agreements with Mexico, Switzerland, and the Southern Common Market of South America, showcasing a strategic shift towards diversifying trade partnerships [3][4] Group 2 - The EU is facing significant challenges in the ongoing trade dispute with the US, having made concessions that include accepting higher tariffs and committing to substantial purchases of US energy products and AI chips [4][7] - European businesses are experiencing a survival crisis, prompting calls from major economic organizations for reforms to simplify administrative processes, control energy prices, and ease burdens on small and medium-sized enterprises [4][5][7] - The effectiveness of the EU's new trade agreements in addressing core issues such as energy and talent shortages remains to be seen, with the business community emphasizing the need for tangible results rather than mere discussions [7][9] Group 3 - India stands to benefit significantly from the EU's trade expansion, gaining access to new markets while reducing its dependence on the US, which may alter the balance of economic influence [3][9] - The current situation reflects a decline in US hegemony, as the Trump administration's aggressive policies have alienated traditional allies, leading to a collective pushback against US dominance [9]