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“东方新能源霸权成型,中国光伏与人民币清算搅动全球经济秩序”
Sou Hu Cai Jing· 2025-09-16 17:42
Group 1: Core Insights - The article highlights the growing dominance of Chinese solar panel manufacturing in the global market, creating a dilemma for Europe, which relies on Chinese products while advocating for green transformation [1][11] - The shift in energy trade settlement from USD to RMB, particularly between China and Russia, signifies a transfer of control over trading rules and financial systems [3][21] - China's investment in green energy projects globally, including a $8 billion investment in Saudi Arabia and a 6GW solar power plant in Vietnam, illustrates its strategy of creating dependencies through infrastructure development [5][13] Group 2: Industry Dynamics - The complete system approach of Chinese companies, moving from merely selling products to providing comprehensive solutions, is reshaping the global energy landscape [6][14] - China holds 68% of global core technology patents in photovoltaics, giving it significant leverage in setting standards and pricing in the industry [8] - The U.S. attempts to impose tariffs on Chinese solar products face challenges due to the interconnectedness of European industries with the Chinese market, leading to a lack of coordinated response [9][18] Group 3: Geopolitical Implications - The article discusses the geopolitical implications of China's investments in strategic resources, such as lithium and cobalt, which are essential for renewable energy technologies [11][25] - The narrative contrasts Western reliance on alliances to mitigate risks with China's strategy of creating dependencies through project investments in developing countries [26][28] - The ongoing competition between the U.S. and China in the energy sector is characterized as a "silent battle," with the potential for significant shifts in global power dynamics [19][26]
美国关税大棒砸出神反转!中印一夜达成10项协议,美印太战略现致命裂缝
Sou Hu Cai Jing· 2025-08-25 22:45
峰回路转:中印联手,美国关税阴影下的"新平衡" 在美国对印度施加关税壁垒,意图施压的"前脚"刚刚落下,新德里便以一种意想不到的方式"回敬"了华盛顿。就在2025年8月,特朗普政府突然宣布对印度 商品加征25%的惩罚性关税,将此前对印度的整体关税推升至惊人的50%,此举无疑对印度的农业、汽车及医药等关键产业构成了直接冲击,预估年损失高 达70亿美元。然而,仅在关税生效后的短短48小时内,局势便发生了惊人的逆转。印度外交部突然宣布了莫迪总理即将访华的消息,而中国外交部长王毅也 紧急启程飞赴新德里,双方连夜签署了十项意义重大的合作协议,勾勒出一幅截然不同的地缘政治图景。 此次中印两国在边境管控方面的突破尤为引人注目。在中印边界问题特别代表第24次会晤中,双方首次在边境的东段和中段建立了将军级会谈机制。此前, 此类直接军事沟通渠道仅存在于西部边境,而今,三段边界均已打通,这标志着双方在军事互信方面迈出了关键一步。更具象征意义的是,在海拔4500米的 乃堆拉山口,中印双方同步撤除了去年刚刚部署的装甲车编队,这一举动向外界释放了缓和边境紧张局势的强烈信号。据印度军方消息人士透露,双方还就 边境部队"枪口不得朝天"的实操细 ...