在印太会议上，欧盟委员会主席冯德莱恩强硬表示，欧盟要与中国硬刚到底。然而，仅仅几天后，欧盟 外交部门却发出了新的指令，要求今后欧盟与中国的对话要更加谨慎，语气不能再显得居高临下。这一 转变的背后，实际上是因为欧盟已感到应对中国的压力越来越大。几年前，欧洲还能在中美之间游刃有 余，充当规则制定者，然而现在的情况已发生了巨大变化。 目前，欧盟经济低迷，能源供应紧张，民众的不满情绪逐渐高涨。冯德莱恩的一番话引起了欧洲舆论的 强烈反响。外界的质疑并不是她说得对不对，而是她是否有足够的底气支持自己的立场。她曾声称，欧 盟即使没有美国支持，也能够独立应对。但现在，欧盟面临着能源费用飙升，德国、法国、意大利的制 造业订单接连下滑，电力费用几乎无法承受。最严重的是，欧元区70%以上的稀土资源都依赖中国进 口，且需求只增不减，尤其在绿色转型的加速过程中，稀土的需求不断上升。 冯德莱恩显然忽视了欧盟的许多产业，例如新能源汽车、风力发电设备和高端芯片制造，都严重依赖中 国的稀土资源。如果没有这些原材料，基本的产业链都无法正常运作。单纯的口号无法支撑起一辆电动 汽车的生产。欧盟曾设想过替代稀土的计划，但现实很快让它吃了哑巴亏。仅仅两 ...

Core Viewpoint - The US-China trade dispute has escalated sharply, with China implementing rare earth export controls as a countermeasure, prompting President Trump to announce a 100% tariff on Chinese products starting November 1 and export controls on "all critical software" [1][6]. Group 1: China's Countermeasures - China has announced stricter export controls on five types of medium and heavy rare earth products, related technologies, equipment, and raw materials, significantly increasing the scope and intensity of these controls [3]. - The Chinese Ministry of Transport has introduced a special port fee for US ships docking at Chinese ports, charging 400 yuan per net ton, which will increase annually, as a response to perceived discriminatory practices by the US [3][5]. Group 2: US Response and Market Impact - In response to China's measures, Trump has stated that there is no need for high-level talks and has raised tariffs on Chinese goods to 100%, indicating a reliance on market leverage as a final strategy [6][10]. - The announcement of these tariffs led to a significant market reaction, with the Dow Jones Industrial Average dropping by 1.90% and the Nasdaq Composite falling by 3.56%, particularly impacting the technology sector [8]. Group 3: Strategic Implications - China's use of rare earths as a strategic countermeasure not only retaliates against US actions but also positions China favorably in negotiations regarding high-tech industries, particularly in the global semiconductor supply chain [9][12]. - The trade conflict has evolved from a tariff battle to a struggle for control over the core of the high-tech industry supply chain, indicating a more intense and prolonged phase of US-China relations [12].