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美国再努力努力,十年后就能突破中国稀土垄断了
3 6 Ke· 2025-06-15 23:19
Group 1 - Indian Minister of Commerce and Industry Piyush Goyal expressed concerns about the depletion of rare earth reserves and acknowledged that the halt of rare earth permanent magnet exports from China would impact India's manufacturing sector, particularly the automotive industry [1][3] - Goyal mentioned that some companies have submitted applications for rare earth export permits, hoping for a rational response from China to allow Indian enterprises to obtain these permits [1][3] - The recent establishment of a rare earth product information tracking system in China has had a rapid global impact, highlighting the importance of these regulatory measures for national security and global peace [3] Group 2 - The automotive industry is facing supply chain disruptions, with companies like Ford and Suzuki announcing production halts due to parts supply issues related to rare earth materials [4][6] - Major Indian automotive companies, including Tata, Maruti Suzuki, and Mahindra, have raised alarms about the depletion of industrial magnetic components and are lobbying the government for solutions [6][7] - The misconception that traditional fuel vehicles do not rely on rare earth elements has been challenged, as they still utilize rare earth materials, particularly in components like catalytic converters and electric motors [7][9] Group 3 - China's dominance in rare earth processing technology is emphasized, with the country leading in the production of high-purity rare earth elements, including 6N and 7N grades [17][21] - The global competition in rare earth processing technology is highlighted, with the U.S. and Japan lagging behind China in terms of refining capabilities and production capacity [18][20] - The importance of purity in rare earth materials is underscored, as higher purity levels are crucial for applications in military, aerospace, and high-end electronics [21][26] Group 4 - The ongoing geopolitical tensions have led to increased research into alternative materials to replace rare earth magnets, but these alternatives face significant challenges in terms of cost and performance [27][30] - The rarity of high-purity rare earth materials makes them a strategic asset, with the potential for countries to leverage their supply chains for geopolitical advantage [38]
铃木因中国稀土管制暂停Swift生产
日经中文网· 2025-06-05 07:58
铃木暂停了旗下小型车"Swift"的生产 由于从中国获得出口许可的时间延迟,零部件厂家的采购出现停滞。铃木已向供应商解释称,生产暂停 是因为稀土问题。 Swift部分车型搭载了燃油效率良好的轻型混合动力(HV)系统。稀土主要用于HV相关零部件。如果 只停产HV车型,生产效率会降低,因此铃木可能决定暂停更多车型的生产。 在这一轮的中国稀土管制中,这是日本车企中首次出现生产暂停。 稀土是生产电动车(EV)和混合动力车(HV)电机等关键零部件不可或缺的重要资源。作为对美国加 征关税的反制措施,中国政府于4月开始限制7种稀土的出口。 铃木方面表示,自5月26日至6月6日,暂停了在日本国内生产的Swift。此次涉及除运动版之外的所有车 型。至今铃木尚未说明生产暂停的原因。 在美国和欧洲,也出现了因稀土相关零部件短缺导致的生产暂停动向。美国福特汽车5月底在伊利诺伊 州芝加哥的工厂暂停了SUV"探险者"的生产。 铃木方面表示,自5月26日至6月6日,暂停了在日本国内生产的Swift。此次涉及除运动版之外 的所有车型。 在这一轮的中国稀土管制中,这是日本车企中首次出现生产暂停…… 日本经济新闻6月5日获悉,由于中国稀土出口管 ...
进入“冰河世纪”的合资品牌,如何在山穷水尽中,找到又一村?
21世纪经济报道· 2025-04-19 07:30
2025年的中国车市,正经历一场史无前例的"冰火两重天"。 一方面,自主品牌的全面崛起,已成为不可阻挡的时代潮流,乘联会数据显示,今年3月自主 品牌狂揽6 3%份额;另一方面,合资品牌在燃油车坚守和电动化转型中陷入泥潭,3月主流合 资品牌零售4 8万辆,同比下降4%。 合资品牌在当前的市场环境下整体承压,昔日的辉煌正逐渐褪去。这场剧变的本质,是技术 路线、消费逻辑与市场结构的彻底颠覆,也让中国汽车市场,真正进入"淘汰赛"的阶段,合 资品牌也开始纷纷寻找求生之路。 大象转身, 合资品牌各显神通的"求生欲" 这其中,长安福特也用四年时间打造出6万"福探长"组成的价值共同体。昨天,长安福特更是 以"敢问路在何方"为主题,发起了重走玄奘之路的探险之旅,并将加入到塔克拉玛干沙漠锁 边 行 动 当 中 。 一 系 列 的 活 动 , 将 机 械 冰 冷 的 工 业 产 品 转 化 为 有 温 度 的 情 感 连 接 。 而 探 险 者 2 . 3T发动机+1 0AT变速箱、纵置后驱、托森限滑差速器的实力,也成为福探长们能够完成探 长行动,参与公益活动的强力后援。 2 0 2 5年度福探长盛典活动 可 见 , 这 种 用 ...