特朗普政策反复，中方280亿静悄悄撤，美国金融命门被慢刀割开？ 最近有种分析是这样的，特朗普反倒成为了其领导班子中最不鹰派的人，那么这样分析合理吗？又有什么样的依据？ 其实，之所以有这样的分析，是因为特朗普如今一段时间对华的态度和之前大相径庭。 那么，为什么一下子美国就同意英伟达向中国出口他们的H20AI芯片，是想要换取中国在稀土领域的更大便利？还是想在8月12日之前尽早与中国开始第 三次的谈判？ 其实，这两个原因都是，美国既希望中国能扩大对他们的稀土出口，也希望能够与中国尽快进行第三的谈判。 所以，美国财长贝森特才会在7月15日的时候表示，"原定于下个月的中美关税战的休战截止日期具有灵活性"。 自从，中美两国就稀土、关税问题达成协议之后，特朗普政府对华的态度确实软化了许多。 对二十多个国家加征关税的名单里没有中国，而且他们还对中国解除了好几种禁令，最早是取消了对C919发动机的断供，也解除了对乙烷出口限制的禁 令，而最近便是允许英伟达向中国出口H20的芯片。 要知道，在6月份的时候，美国就将限制英伟达高端芯片出口到中国，视为他们对中国态度强硬的证据。 然而，该法案签署以后，特朗普又恢复了以往对中国的抹黑和指 ...

黑龙江省鹤岗市萝北县是中国石墨资源的重要富集区。拥有全球最大的单体晶质石墨矿——云山石墨矿 区，素有"亚洲第一矿"美誉。 近年来，随着全球产业结构不断升级，新能源汽车、储能和电子信息等高科技行业迅速发展，石墨市场 需求快速增长。 中新网鹤岗8月24日电 (记者 史轶夫)24日，绿色矿山万里行(鹤岗站)暨加快推进中国优势矿产建成战略 新兴产业会议在中国北疆黑龙江省鹤岗市举行，中国矿业联合会为鹤岗市萝北县"中国石墨之城"命名揭 牌。 中国矿业 联合会为鹤岗市萝北县"中国石墨之城"命名揭牌。 柏长海 摄 石墨是新能源、新材料、电子信息、航空航天、国防军工等战略性新兴产业不可或缺的关键原材料，被 誉为"21世纪支撑高新技术发展的战略资源"。 中国矿业联合会党委书记、会长程利伟表示，萝北县石墨资源储量及晶质石墨产量均占中国近半，地位 举足轻重。此次命名不仅是对萝北县石墨产业的认可，更标志着中国从矿业大国向矿业强国转型的重要 走向与引导方向。 会上，地质过程与成矿预测全国重点实验室与中国五矿国家战略性稀有金属矿产高效开发技术创新中心 签约，共同设立"联合技术研发和示范中心"。(完) ...

随着国家对科技创新和前沿技术的重视程度不断提升， 航空航天、新能源汽车、轨道交通、机器人、人工智能、风光氢、储能与电池（ 锂电池、钠电池、 固态 电池、超级电容器、燃料电池、太阳能电池 ） 等战略性产业加速崛起。作为承载国之重器的关键基础材料，高性能碳材料凭借其优异的综合性能，正 在成为推动产业升级的核心驱动力。 在能源与装备应用场景中，碳材料更是展现出了广阔的发展前景与市场潜力 。 为此，Catbontech 2025第九届国际碳材料大会暨产业展览会隆重举行，展会特设 能源与装备碳材料馆（N2馆） ，汇聚全球碳材料研发、生产及应用企 业，集中 展示碳材料在风光氢、空天、电池等高端领域的最新成果与应用 。 展品涵盖 石墨 （含 石油焦、沥青焦等原料 ） 、石墨烯、碳纳米管、硅碳、 硬碳、电容炭、多孔炭 、 碳纤维、预制体、复合材料、碳/碳（陶）复合材料等，同时还将展出系列碳材料产业链中的生产及加工设备、科学仪器和检测设 备。 围 1、 应用端： 汽车工业、航空航天（低空经济）、风电叶片、氢储运、回收领域用碳材料制品；锂离子电池、钠离子电池、超级电容器、储能系统、导电散 热、催化吸附领域； 2、材料端： 碳纤维 ...

智通财经APP获悉，美国国防部正计划数十年来首次为战略储备购买钴，这是加强关键金属国内供应的 最新举措。 根据本周发布的招标文件，美国国防后勤局(DLA)计划在未来五年内采购最多7500吨钴，合同价值高达 5亿美元。知情人士透露，这是自1990年以来DLA首次寻求购买钴。 近年来，因电池领域的广泛应用，钴需求大幅增长，同时该金属在军事系统中也至关重要。钴基合金用 于弹药和喷气发动机，而钴也是制造飞机襟翼、起落架和飞行控制面所用磁铁的关键材料。 统计数据显示，五角大楼此次采购标志着政府对这类金属的战略转变，预计将干预钴市场，采购量约占 中国以外合金级钴供应量的六分之一。此前，全球最大钴生产国刚果(金)实施的出口禁令已推动钴价上 涨。 多年来，DLA一直是钴的卖方而非买方。因上世纪90年代和本世纪初的预算削减，该机构曾陆续出售 冷战期间积累的大量钴储备。 然而近年来，随着美国试图减少对外依赖，保障钴等金属的供应链已成为政治优先事项。中国主导着钴 及其他电池金属的加工行业，并通过国家粮食和物资储备局建立了庞大的国家储备。 五角大楼未立即回应置评请求。 拜登政府也曾试图加强关键矿产采购，2023年底国会通过的新《国防 ...

Group 1 - China has filed a lawsuit against Canada at the World Trade Organization (WTO) due to allegations of dumping canola oil, imposing a deposit of up to 75.8% on imports from Canada starting August 14 [1] - Canadian Agriculture Minister expressed disappointment over China's decision but acknowledged efforts to engage in dialogue with China to resolve trade disputes [3] - Canada has not taken substantial corrective measures in the four days following China's announcement, prompting further action from China [3] Group 2 - Canada imposed discriminatory tariffs on Chinese steel products as a means to address trade tensions with the United States, which has placed significant tariffs on Canadian steel and aluminum [3][5] - The Canadian government previously announced a 100% tariff on electric vehicles from China and a 25% tariff on steel and aluminum imports from China to appease the U.S. [5] - The new Canadian Prime Minister, Carney, has taken a firm stance against U.S. pressure, but recent tariffs on products containing "Chinese steel components" indicate ongoing trade discrimination [5] Group 3 - China is no longer willing to tolerate Canada's previous approach of externalizing internal issues by targeting China, warning that further actions harming Chinese interests will lead to consequences [7] - The expectation is for Canada to recognize the situation and work towards a positive development in bilateral relations with China [7]

Core Points - The ongoing economic and geopolitical rivalry between the US and China has created significant uncertainty in the global economy, affecting ordinary citizens with high prices and economic instability [1] - The trade conflict is rooted in long-standing tensions that escalated after the Trump administration adopted a comprehensive strategy to pressure China, starting from January 2025 [2] - The US has implemented a series of tariffs and trade restrictions on Chinese goods, significantly increasing the total tariff level and impacting Chinese exports [2] - In response to US actions, China has enacted strong countermeasures, including export bans on critical materials and increased tariffs on US goods, which have disrupted US supply chains [6][10] - The trade war has led to a rise in effective tariff rates in the US, reaching the highest level since 1934, and has resulted in market volatility and negative employment data [12] Trade Policies - The US imposed a 10% tariff on all Chinese imports in March 2025, which escalated to a total tariff level of 54% by April 2025, affecting various sectors from agriculture to electronics [2] - The US further increased tariffs on Chinese goods to 104% and initiated investigations into Chinese maritime logistics and shipbuilding, targeting key industries [2] - China's countermeasures included banning exports of gallium, germanium, and other critical materials to the US, which are essential for various advanced technologies [6] Geopolitical Dynamics - The US has sought to strengthen alliances in the Indo-Pacific region to counter China's influence, criticizing China's actions in the Taiwan Strait and South China Sea [5] - Despite tensions, there remains potential for cooperation between the US and China in areas such as climate change and technology exchange, depending on the US's approach [14] Economic Impact - The trade war has resulted in an additional tax burden of approximately $1,300 per American household due to the tariffs imposed by the Trump administration [2] - The escalation of tariffs has led to increased costs for US consumers and businesses, contributing to economic instability and market downturns [12]

Core Insights - The development of strategic metals and critical minerals in China is increasingly influenced by global geopolitical competition, with major economies pushing for localization and "de-China" strategies in critical mineral supply chains [6][7][8] - The concentration of critical mineral reserves and production is significant, with the top three countries (CR3) holding over 80% of reserves for more than ten mineral types, such as rare earths (approximately 80%) and gallium (94%) [20][21] - China's critical minerals can be categorized into four types based on supply risk and global dominance: those with global supply advantages, those with low supply risks, those that are highly scarce but manageable, and those with high supply risks [33][34][38] Group 1: Global Competition and Supply Chain - The security of critical mineral supply chains has become a frontline in global geopolitical economic competition, with countries seeking to reduce strategic dependencies and enhance supply chain autonomy [6][7] - The rise of resource nationalism is reshaping the global strategic mineral landscape, as resource-rich countries leverage their bargaining power to renegotiate contracts and increase fees [7][8] - Despite intense geopolitical competition, market forces remain the dominant driver of global mineral investment and mergers, suggesting that collaboration and interdependence will continue to play a significant role [8] Group 2: China's Strategic Minerals - China's strategic minerals can be divided into four categories: those with global supply advantages (e.g., rare earths, graphite), those with low supply risks (e.g., molybdenum, lithium), those that are highly scarce but manageable (e.g., nickel, cobalt), and those with high supply risks (e.g., niobium, platinum group metals) [33][34][38] - The country has implemented export controls on key minerals such as gallium, germanium, and graphite to prevent technology loss and counter external pressures, although a complete export ban could disrupt supply chains [2][48] - China's dominance in the production and processing of critical minerals, particularly in the context of clean energy and electric vehicles, positions it strategically in the global market [14][38] Group 3: Market Dynamics and Future Outlook - The demand for critical minerals is expected to surge, with projections indicating that by 2040, the demand for lithium could increase by over 40 times, and demand for other key minerals like graphite and nickel could grow by 20-25 times [14][15] - The interconnectedness of global critical mineral supply chains means that any disruption could lead to significant economic consequences, potentially reversing decades of globalization [8][19] - China's strategic approach to critical minerals, including potential export controls, aims to safeguard its economic security while navigating the complexities of international competition [48][49]

Group 1 - The U.S. is applying pressure on China while simultaneously seeking access to its rare earth resources, highlighting a contradictory approach in trade relations [1][3] - China's trade with ASEAN surged by 15.8% in the first half of the year, while its trade share with the U.S. fell to a ten-year low, indicating a shift in trade dynamics [1] - The U.S. has imposed a 93.5% anti-dumping tax on Chinese graphite, raising the total tax rate to 160%, which directly impacts China's dominance in the electric vehicle battery supply chain [3][5] Group 2 - U.S. Treasury Secretary Janet Yellen threatened to impose a 100% "secondary tariff" on China if it purchases Russian oil, aiming to control China's energy imports [5] - China's response includes a strong stance against unilateral sanctions and a potential use of financial countermeasures, with the central bank governor joining the negotiation team [5] - The negotiation environment in Sweden, away from Washington, may reveal more genuine intentions from the U.S. government, despite underlying personal business interests linked to the Trump family [1][3]

Core Viewpoint - The U.S. Department of Commerce announced a preliminary anti-dumping duty of 93.5% to 102.72% on active anode materials (AAM) imported from China, which could lead to an effective tariff rate of up to 160% on graphite products [1][2]. Group 1: Impact on Supply Chain - The new tariffs will significantly affect the supply chain for the global automotive industry, particularly for companies like Tesla, which rely heavily on Chinese graphite for battery production [5][8]. - Tesla has indicated that U.S. domestic graphite production currently cannot meet the quality and purity standards required for its batteries, leading to increased costs and potential supply chain disruptions [5][15]. - The International Energy Agency has identified graphite as a high-risk material in the supply chain, emphasizing the need for diversification [8][10]. Group 2: Financial Implications - The new tariffs are expected to impact approximately $340 million worth of imported graphite products, based on 2023 import volumes [4]. - The tariffs could increase the cost of battery cells by about $7 per kilowatt-hour, potentially erasing 1-2 quarters of profit for Korean battery manufacturers [5][8]. - Tesla's reliance on Chinese graphite is substantial, with projections indicating that it will indirectly procure around 80,000 tons of Chinese graphite in 2024, accounting for 67% of China's graphite exports to the U.S. [13][15]. Group 3: Broader Market Context - The global demand for graphite is projected to reach 16.02 million tons by 2040, quadrupling from 2021 levels, driven by the electric vehicle industry's transition to low-carbon manufacturing [11]. - Other countries like Canada, Madagascar, and Brazil have graphite resources, but they lack the processing capabilities that China possesses, which controls the entire supply chain from raw material purification to high-temperature graphitization [11][10]. - The U.S. has initiated actions to reduce dependence on Chinese graphite, but domestic production capabilities are currently insufficient to meet demand [10][15].

Group 1 - The U.S. Department of Commerce imposed tariffs on Chinese graphite, which is critical for the U.S. electric vehicle industry, as China accounts for 70% of global production and exports to the U.S. were valued at $1.5 billion in 2025 [1] - The tariffs are expected to increase battery costs by $7 per kilowatt-hour, leading to a 20% reduction in subsidies from the Inflation Reduction Act [1] - U.S. domestic graphite producers are unable to meet the demand, with their annual production being less than a fraction of China's daily output [3][5] Group 2 - The tariffs have caused a surge in Canadian graphite mining stocks by 51%, while U.S. electric vehicle manufacturers like Tesla saw their stock prices decline [1] - The U.S. is facing backlash from allies like the EU and Mexico, with Mexico retaliating by imposing tariffs on U.S. corn [3] - The pharmaceutical industry is also affected, with potential 200% tariffs on imported drugs leading to increased prices for American consumers [3] Group 3 - China's strategy includes zero tariffs for 53 African countries, enhancing trade relations and allowing African nations to develop infrastructure using funds from exports to China [7][9] - The Chinese graphite industry has advanced technologies that reduce costs by 40% compared to U.S. methods, attracting orders from Europe and Southeast Asia [8] - The U.S. tariffs are seen as a self-defeating strategy that may harm American consumers and businesses while benefiting other countries [9]