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断供镓材料后,美国更担心,中国若断供矿物锑,美将面临弹药停产
Sou Hu Cai Jing· 2025-10-03 13:34
话说回来,中国在2023年7月搞出镓和锗出口管制这事儿,一下子就把美国的供应链搅得鸡飞狗跳。镓这玩意儿主要用在半导体和太阳能板上,全球产量中 国占了94%,锗也差不多,占83%。 美国那边一下子就慌了,因为这些材料直接关系到高科技产业和军用设备。结果呢,出口量直线下降,价格蹭蹭上涨,美国的芯片厂和军工厂开始头疼怎么 找替代货源。 想想看,本来依赖进口的,现在突然卡脖子,生产成本翻倍不说,还得担心库存不够用。这不,管制刚实施几个月,镓出口就几乎停滞,后来慢慢恢复点, 但整体供应还是紧巴巴的。 美国地质调查局后来算了笔账,说如果中国完全禁掉镓和锗,美国国内生产总值可能少34亿美元。这数字听着就够吓人的,实际影响肯定不止这些,因为产 业链一环扣一环,耽误了上游,下游全乱套。 结果呢,2024年8月,中国商务部宣布从9月15日起,对锑矿、锑金属等六种产品管制出口。紧接着,12月3日,直接禁掉向美国出口镓、锗和锑,理由是回 应美国的技术限制。 这下子,锑出口量掉97%,价格从年初1万美元一吨,飙到年底3万美元以上,到2025年上半年,甚至摸到5万美元一吨。有些市场传闻说可能冲到10万美 元,供不应求闹得慌。 美国国防部 ...
爆料:美国部分武器装备短缺
中国能源报· 2025-09-21 06:13
Group 1 - The core viewpoint of the article highlights that the U.S. has paused military sales to European countries, including the "Patriot" air defense system, due to the need to prioritize replenishing its own military inventory [1][3] - The Pentagon reportedly lost interest in selling the "Patriot" system to Denmark, valued at several billion dollars, after confirming shortages in certain weaponry [3] - The suspension of military sales may lead to increased tensions between the U.S. and its European allies, potentially weakening U.S. military influence in Europe [3] Group 2 - The article mentions that the U.S. had previously suspended some military aid to Ukraine in July due to concerns over declining domestic ammunition stocks [3] - The Trump administration is seeking congressional approval for a $6.4 billion arms sale to Israel, which includes 30 AH-64 Apache helicopters and 3,250 infantry fighting vehicles [5] - The arms sale to Israel is contrasted with growing caution among Democratic lawmakers regarding military support, as evidenced by a recent resolution recognizing Palestine and opposition to continued arms sales to Israel [5]
百年机床前的驻足:海外华媒吉林见证工业遗产“新生”
Zhong Guo Xin Wen Wang· 2025-09-14 03:26
百年机床前的驻足:海外华媒吉林见证工业遗产"新生" "这个机器老一辈捷克工人都很熟悉。"陈学东指着展陈的铣床介绍,这种机床的工艺水平在当时处于世 界领先水平,捷克同期的老工厂也在生产和使用。 在展览馆的多个展区,这位捷克媒体人都能找到中国、捷克两国工业发展的共鸣点。当他看到1890年制 造的"快利枪"时,连称这是"杰作"。其外形源自欧洲,但一些细节显示出了本土化特色。 吉林市与捷克虽然相距遥远,但工业发展有很多相似性。如今,两地都在推动老工业区更新以及产业升 级换代。 陈学东正在观看展览。 苍雁 摄 中新网吉林9月14日电 题:百年机床前的驻足:海外华媒吉林见证工业遗产"新生" 中新网记者 苍雁 石洪宇 斑驳的机床、泛黄的图纸、复刻的蒸汽机……在吉林机器制造局展览馆,陈学东放慢了脚步。当目光落 在一幅1881年工厂全景图上,他久久凝望,仿佛听见了东北工业文明深沉的呼吸。 捷克《捷华通讯》总编辑陈学东近日与十几个国家和地区的海外华文媒体代表走进这座工业文博场馆, 开启了一场跨越时空的工业溯源之旅。 吉林机器制造局所在的吉林省吉林市是中国东北老工业基地,工业历史悠长,文化积淀深厚。 吉林机器制造局创建于1881年 ...
欧洲为啥宁可掏钱,也不让乌克兰停火?
Sou Hu Cai Jing· 2025-09-05 04:12
欧洲为何不惜重金支持乌克兰,也坚决反对停火协议? 近期国际舞台上接连上演了两场重要外交大 戏:先是普京与特朗普在阿拉斯加举行闭门会谈,随后欧洲各国领导人集体飞赴华盛顿与特朗普紧急会 晤。这两场外交活动的背后,隐藏着欧洲对俄乌冲突走向的深切忧虑。 欧洲领导人为何如此紧张?根 源在于他们决不允许俄乌冲突以对俄罗斯有利的方式结束。会晤的直接成果是欧洲向美国提交了价值 1500亿欧元的巨额军购订单,这笔交易的核心逻辑很简单:欧洲提供资金,美国提供武器,乌克兰获得 军援。表面上看,欧洲似乎是在冤大头式地讨好美国,但事实上,这背后隐藏着精明的战略算计。 在 国际政治的丛林法则中,情感从来不是决策的考量因素。欧洲如此大费周章,绝非出于对乌克兰民众的 人道主义关怀,而是基于对自身安全的深刻忧虑。对欧洲而言,俄罗斯不仅是地理上的邻国,更是悬在 头顶的达摩克利斯之剑。翻开历史长卷,从基辅罗斯公国到沙皇俄国,再到苏联时期,这个东方邻国的 扩张脚步从未停歇。即便在苏联解体后,俄罗斯依然在2008年出兵格鲁吉亚,2014年吞并克里米亚,直 至2022年全面入侵乌克兰。这一系列行动让欧洲各国清醒认识到:俄罗斯的扩张本性丝毫未改。 对东 ...
美国突然收到一封“投降书”!台湾将掏出所有家底双手奉上
Sou Hu Cai Jing· 2025-09-01 20:34
Group 1 - The U.S. imposed a 20% tariff on Taiwanese exports, which is higher than the 15% tariffs on Japan and South Korea, significantly impacting Taiwan's economy that heavily relies on exports, particularly in semiconductors and electronics [2][3] - Taiwan's trade surplus with the U.S. reached $64.9 billion, primarily from semiconductors, machinery, and textiles, prompting the U.S. to use tariffs as leverage to open Taiwanese markets [2][3] - If the tariffs remain high, Taiwan's exports to the U.S. could decline by 15%, potentially leading to a GDP contraction of approximately 3.8% [2][7] Group 2 - Taiwan agreed to invest an additional $250 billion in the U.S. over four years, focusing on artificial intelligence and semiconductors, with TSMC planning to build advanced factories in the U.S. [5] - Taiwan's military and energy procurement from the U.S. is projected to exceed $300 billion over the next decade, with ongoing military sales indicating a strong defense partnership [5][9] - The economic dependency on the U.S. has raised concerns about Taiwan's long-term economic stability, with potential job losses and increased pressure on local industries [7][9] Group 3 - The trade tensions have led to a shift in Taiwanese companies' supply chains, with some moving operations to the U.S. to mitigate the impact of tariffs, raising concerns about industrial hollowing [7][9] - The overall economic situation in Taiwan is deteriorating, with rising prices and industry challenges, as the reliance on the U.S. continues to be questioned by the public [9]
在特朗普的带领下,美国已不再值得信任,多个盟友叫停采购F-35计划
Sou Hu Cai Jing· 2025-08-20 01:24
Core Points - The recent cancellation of a $10 billion F-35 order by Spain and similar actions from Switzerland and India indicate a growing discontent among U.S. allies regarding American trade policies and military sales [1][2] - The imposition of a 39% tariff on steel and aluminum by the Trump administration has significantly impacted U.S. defense contractors, leading to increased costs for allies and a potential loss of trust in the U.S. as a reliable partner [1][2] Group 1 - Spain's shift to the French Rafale fighter jet highlights the need for "reliable partners," suggesting a loss of confidence in U.S. military support [1] - Switzerland's F-35 procurement costs are projected to rise by an additional $1.6 billion due to inflation and material costs linked to U.S. tariffs, further straining their defense budget [1] - The ongoing trade tensions and tariffs have eroded the patience of U.S. allies, culminating in the F-35 order crisis as a significant turning point in military sales relationships [2] Group 2 - The cumulative effects of U.S. policies since 2018, including tariffs and the withdrawal from Afghanistan, have led to a deterioration of trust among allies [2] - The F-35 order crisis serves as a clear indication that even the strongest military sales relationships cannot withstand the pressures of "America First" policies [2]
香槟还没喝完,股市就崩了!特朗普“关税胜利”沦为笑柄?
Sou Hu Cai Jing· 2025-08-17 13:02
Core Viewpoint - Trump's tariff policies, initially celebrated as a success, have led to significant stock market declines, undermining his claims of economic improvement [1][5][10] Group 1: Tariff Policy Impact - Trump's tariff diplomacy has caused dissatisfaction among various countries, with tariffs ranging from 15% to 50% imposed by allies and other nations [3] - The ongoing negotiations with China are complicated by China's control over rare earth materials, making it difficult for Trump to achieve a decisive victory in tariff negotiations [3][9] - The recent stock market crash, including a 0.74% drop in the Dow Jones and a significant decline in the Nasdaq, is closely linked to Trump's tariff policies [5][7] Group 2: Economic Consequences - The tariffs have led to rising domestic prices and increased business costs in the U.S., contributing to weakened consumer and employment power [8] - Despite Trump's calls for the Federal Reserve to lower interest rates to stimulate the economy, the Fed has not complied, leading to increased pressure on the U.S. economy [8] - Job growth has fallen short of expectations, with only 70,000 new jobs added in July compared to the anticipated 100,000 [8] Group 3: Future Outlook - Trump is unlikely to abandon his tariff strategy, viewing it as essential for economic recovery and political leverage, especially in the context of the Russia-Ukraine conflict [9][10] - The effectiveness of Trump's tariff policies remains uncertain, particularly in dealing with a powerful economy like China, which is prepared for ongoing economic competition [9][10] - The long-term success of Trump's tariff strategy will be influenced by the overall direction of the U.S. economy and global economic changes [10]
从关税到控制,美国强推三大产品
Hu Xiu· 2025-08-04 06:51
Core Viewpoint - The United States is aggressively promoting three major products globally: agricultural products, energy, and military arms, indicating a strategic focus on these sectors amid ongoing trade tensions [1] Group 1: Agricultural Products - The U.S. aims to expand its agricultural exports to strengthen its position in global markets and support domestic farmers [1] - Increased demand for U.S. agricultural products is seen as a way to counterbalance trade deficits with other countries [1] Group 2: Energy - The U.S. is pushing for greater energy exports, particularly liquefied natural gas (LNG), to enhance energy security and reduce reliance on foreign energy sources [1] - The promotion of energy products is also linked to geopolitical strategies, aiming to influence global energy markets [1] Group 3: Military Arms - The U.S. is focusing on military arms exports as a means to bolster alliances and enhance defense cooperation with other nations [1] - This strategy not only supports the defense industry but also serves to project U.S. power and influence globally [1]
特朗普加税大棒砸向印度?8月3日,美印贸易战传来最新消息
Sou Hu Cai Jing· 2025-08-04 01:33
Core Viewpoint - The Modi government is facing significant challenges due to the U.S. imposing tariffs on India, which threatens its economic stability and strategic balance between the U.S. and Russia [2][4][10]. Group 1: U.S. Tariff Impact - The U.S. has raised tariffs to 25%, targeting India's economic lifelines, including military imports from Russia and oil from Siberia [2][4]. - This tariff increase is seen as a strategic move by the Trump administration to force India into compliance, reflecting a rapid shift in U.S.-India relations [2][10]. Group 2: India's Strategic Balancing Act - India has been attempting to maintain a strategic balance between the U.S. and Russia, holding oil contracts with Russia while engaging in strategic agreements with the U.S. [4][8]. - The recent U.S. actions have put this balancing strategy to the test, with Indian officials scrambling to find alternative oil supply sources [6][8]. Group 3: Diplomatic Maneuvering - In response to U.S. pressure, India is exploring new oil supply routes, potentially from the Persian Gulf, while also signaling a thaw in relations with China by easing investment restrictions [6][8]. - India's approach reflects a complex diplomatic strategy, attempting to leverage relationships with both Eastern and Western powers while avoiding excessive gains for any single party [6][10]. Group 4: Broader Implications - The tariff situation illustrates the complexities of international politics, where both the U.S. and India are employing their accumulated political strategies to navigate the crisis [16][18]. - The ultimate impact of these tariffs on the Indian populace and economy remains uncertain, as the Modi government seeks to find a stable path forward for its citizens [18][20].
竟然全是假的!马斯克揭开美国遮羞布,外媒:真相远比这更恶劣!
Sou Hu Cai Jing· 2025-07-31 11:26
Group 1: Government Efficiency and Infrastructure - Elon Musk's resignation from the "Government Efficiency Department" highlights inefficiencies and waste within the U.S. government, which he claims is plagued by bureaucracy and collusion with interest groups [1] - Musk's experience in trying to implement efficient practices from Silicon Valley into the bureaucratic system resulted in significant delays, exemplified by the stalled Hyperloop project compared to China's rapid high-speed rail expansion [1] - The average time for U.S. infrastructure projects to complete environmental assessments and permitting is 7 to 10 years, indicating systemic inefficiencies [1] Group 2: Military Aid and Defense Industry - U.S. military aid to Ukraine has not translated into timely equipment delivery, with reports of missing arms and equipment, raising concerns about the accountability of defense spending [3][5] - The Pentagon's "loss rate" theory has been criticized for justifying the continuous supply of weapons while obscuring the actual waste and mismanagement of funds [5] Group 3: Economic Inequality and Labor Issues - Musk criticized the disparity in wages between American workers and high-level executives, revealing a significant wealth gap where the top 1% holds 40% of the nation's wealth [7] - The phenomenon of "working poverty" persists despite a low unemployment rate, as many workers struggle with stagnant wages and rising living costs [7] Group 4: Healthcare and Education - The privatized healthcare system in the U.S. leaves 28 million people uninsured, contributing to a lower life expectancy compared to other countries [10] - Rising college tuition has led to significant student debt burdens for families, exacerbating economic inequality [10] Group 5: Systemic Issues and Calls for Reform - Musk's revelations point to deeper systemic issues in the U.S., where public resources are controlled by interest groups, and labor rights are undermined by capital [15] - The need for a fundamental restructuring of the system is emphasized, as current policies favor a small elite at the expense of the broader population [15]