央广网北京6月15日消息 据中央广播电视总台中国之声《新闻和报纸摘要》报道，伊朗国家电视台 14日称，伊朗开始对以色列发动新一轮导弹袭击，使用无人机和弹道导弹对以色列此前袭击进行回应， 导弹目标为以色列特拉维夫、海法等地。总台记者从以色列方面获悉，以色列北部海法附近的以方战略 设施14日晚在伊朗发动袭击后发生火灾。以色列广播公司称，以色列已进入"前所未有的紧急状态"。以 军方表示，以色列境内已启动防御系统，多地拉响防空警报。 总台记者李霜溪：刚刚我在伊朗首都德黑兰亲眼目睹距离我300米左右位置遭受无人机或者导弹袭 击。在德黑兰市中心人流密集处。虽然以色列表示袭击对象是军事目标，但仍有大量平民死伤，在13日 袭击中伊朗首都德黑兰一栋居民楼在遭受以色列空袭之后倒塌，导致楼内60名居民死亡，其中包括20名 儿童。伊朗对以色列的报复行动已全面展开。14日伊朗革命卫队发布消息，已击中超过150个以色列目 标，同时已有伊朗无人机突破以色列防空系统，对以色列目标实施了成功的"精确打击"。此外，伊朗军 方发布消息，已击落3架以色列方面的F35战机，14日下午击落第3架后逮捕了弹射出舱的飞行员。 以军发言人14日说，以军对伊朗 ...

Core Viewpoint - The recent export control on rare earths by China has triggered significant global repercussions, highlighting the strategic importance of rare earths in the tech and military sectors, and escalating the ongoing competition between the US and China for technological supremacy [1][6][18] Group 1: Impact of China's Export Control - China's export control on seven categories of medium and heavy rare earths has led to a dramatic price increase, with international prices soaring by 210%, and specific prices like dysprosium oxide exceeding $850 per kilogram [6][12] - The US military-industrial complex is heavily reliant on Chinese rare earths, with the F-35 fighter jet requiring 417 kilograms of rare earths, and the US Department of Defense having stockpiled 3,000 tons of rare earth permanent magnets, which still may not suffice [5][6] Group 2: US Response and Strategy - In response to the export controls, the US has attempted to mitigate the impact by approving exemptions for rare earth mining and planning investments in rare earth mines in Brazil and Mongolia, but remains dependent on China for processing, which accounts for 90% of global refining capacity [7][8] - The US has also imposed significant tariffs on Chinese goods, citing issues like fentanyl, while simultaneously seeking to secure rare earth supplies, reflecting a contradictory approach [6][8] Group 3: Global Reactions and Economic Consequences - Major automotive companies, including Ford and General Motors, are facing severe operational challenges, with Ford resorting to layoffs and GM's stock price dropping by 12% due to supply chain disruptions caused by rare earth shortages [9][12] - The European Union has reacted by introducing the "Critical Raw Materials Act," and German automakers have united to challenge US policies, indicating rising tensions among allies [9][12] Group 4: China's Strategic Position - China's domestic demand for rare earths is increasing, particularly in the electric vehicle and wind power sectors, with a reported 15% year-on-year growth in consumption in Q1 2025, which helps offset losses from exports [12][18] - Chinese companies are transitioning from merely selling raw materials to offering technology, as evidenced by a 727% increase in net profit for Northern Rare Earth and a 40% growth in orders for Ningbo Yunsheng [12][18] Group 5: Future Outlook - The demand for rare earths is expected to surge with advancements in technology, such as Tesla's Optimus robot potentially requiring an additional 400,000 tons of rare earths if mass production is achieved [13][18] - China's control over rare earth processing patents and its established supply chain create significant barriers for foreign companies attempting to bypass Chinese resources, with Japan's efforts to develop "no-rare-earth magnets" failing [17][18]

本文叙述皆有官方信源，为了读者有更好的体验放在了文章后缀，感谢您的支持！ 早在上个月中美高层代表团就关税问题，在访问瑞士期间进行接触。 并达成了美方全面让步的临时共识时起，就有很多国内网友担心以特朗普政府出尔反尔毫无契约精神的行事 作风，在90天的窗口期结束后未必会老老实实的达成合理的贸易协定。 甚至还有不少人干脆认为，特朗普政府压根就不会等到窗口期满就会变卦翻脸，将之前谈判桌上做出的妥协 让步全部收回。 所谓的中美临时共识即取消四月二号之后，双方额外增加的全部关税的中美临时共识，不过只是特朗普政府 为了平息美国内外紧张局势的缓兵之计。等到美国各大企业和厂商库存重新充盈之后，绝对会重新挑起争 端。 对此我们当时也做出了大量相应的分析，事实上这些年来与美国政府尤其是特朗普政府的交锋，我国高层当 然熟知对方毫无契约精神的无耻本性。 针对正式贸易协定落实前的窗口期，美国可能做出的种种小动作，也早早就预留了直击特朗普政府要害的后 手。 对于稀土矿产的重要性，之前我们也已经聊过很多次了。作为当下高端工业必不可少的核心矿产之一，稀土 元素直接决定了医疗、航天、军工、交通、工程机械等等各个领域的质量和产量。 去年美国主力战 ...