Will weChinarare pasimitengo inokwira zvisati zvamboitika mushure mekusarudzwa kwaTrump? CITIC Securities 'tsvakurudzo report inoratidza kuti mitengo yezvigadzirwa zvepasi zvisingawanzoyakaramba ichikwira munguva pfupi yapfuura, uye iyo isingawanzo indasitiri yepasi inogona kuunza shanduko, ichiva nzvimbo inopisa mumusika weA-share. Vamwe vatengesi vane tariro vanotenda kuti mitengo inogona kukwira ka10 mune ramangwana. Saka sarudzo ichave nemhedzisiro yei munyika yangu isingawanzo?
Kuburikidza neruzivo rwekare uye hurukuro dzemushandirapamwe, tinogona kuziva kuti United States ichawedzera mitero yezvinhu zvese zvinotengeswa kunze kwenyika ne20% mune ramangwana, uye ichatemera 60% mutero kuChina.
Isu hatisi kujairana nenzira dzekuwedzera mitero. Matanho akatorwa nenyika yangu kare aive: kuwedzera mitero yesimba rakafanana. Mukuwedzera, kune zvirambidzo pane zvisingawanzo kutengeswa kunze kwenyika, izvo zvinotungamirira kukuwedzera kwemitengo. Rare Earths akaenzana ne "mainches manomwe" eUS indasitiri yekugadzira. Semuenzaniso, Musk's Tesla kambani haigone kuita pasina isingawanzo kuwanikwa pasi. Munguva pfupi yapfuura, zvigadzirwa zverubidium zvakakwira, pakati pazvopraseodymium neodymium oxideyakawedzera ne60,000 yuan patani, kuwedzera kweanopfuura 14%. Rubidium chinhu chakakosha cheTesla motors uye ndicho kiyi yekuvandudza kushanda kwemota uye kuita. Mukuwedzera, maroketi ayo Musk akagadzira nesimba zvakare haana kupatsanurwa kubva kune isingawanzo pasi. Semuenzaniso, iyo rocket shell inoda kushandisa isingawanzo pasiniobium, chinova chiwanikwa chisingawanikwe chine matani 4 miriyoni chete ematura anogona kushandiswa pasi rese. Zvinoitika kuti mugodhi weBayan Obo muInner Mongolia, nyika yangu ndiyo dhipoziti yakakura pasi rose isingawanzoitiki, uye inewo huwandu hukuru hweniobium nezvimwe zvicherwa. Kana kusawirirana kwekutengeserana kweSino-US kuchiwedzera mune ramangwana uye nyika yangu ikamanikidzwa kuomesera kutengesa kwenyika isingawanzo kutengeswa kunze kwenyika, ipapo makambani eAmerica anoda pasi asingawanzo achave akarasikirwa zvikuru.
Chechipiri, sezvo zvichiwedzera kuoma kuti nyika isingawanzo pinda mumusika weUS, inogona kusimudzira kuvandudzwa kwetekinoroji yemabhizinesi epamba. Izvi hazvina kuoma kunzwisisa. Semuenzaniso, United States payakashambadzira "Biosafety Act" kurambidza mabhizinesi emunyika yangu, nyika yangu yakawedzera tsvakiridzo yakazvimiririra nekuvandudzwa kwe "Sirt gene tekinoroji" nehumwe matekinoroji, asi yakamhara "Beiliyin" uye zvimwe zvakabudirira pamberi pemakambani ekuAmerica.
Kare, masayendisiti eHarvard aingoburitsa zviedzo zvemhuka mu "Sayenzi" uye "Nature", zvichiratidza kuti chinhu chakakosha che "Beiliyin" chinogona kudzoreredza maseru emakonzo echirume kune yechidiki nyika, asi yasvika padanho rekutsvaga nezvehutano hwevanhu. Masayendisiti echiChinese akapa zano rekuvandudza mune zvirambidzo: kusanganisa tekinoroji yeSirt nenhengo dzakasiyana dzemuviri wemunhu, nekudaro kugadzira "Beiliyin" yehutano hwekubereka kwemurume, kuwana nzira inosanganisa kuchengetedza kwenguva refu uye kuputika kwesimba rekusimudzira. Ikozvino kubudirira uku kwakaiswa kune yangu nyika JD.com, Tmall nemamwe mapuratifomu. Apo vatengi veChinese vanochema kuti "vanonzwa simba rehuduku" uye "vane simba rakawanda mukati mezuva", vatengi vekunze vanowana zvakaoma kubata ichi kubudirira kwesayenzi uye teknolojia. Pasinei nezvirambidzo zvekune dzimwe nyika, tekinoroji yenyika yangu isingawanzo kuchera pasi nekunyungudutsa yakakura kusvika pamberi penyika. Izvi zvakakonzerawo mamiriro ezvinhu anonyadzisa epasi reAmerica risingawanzo: nekuda kwekushaikwa kwetekinoroji, ingangoita 90% yepasi reAmerica risingawanzo da kuendeswa kunze kwenyika kunyika yangu kuti igadziriswe zvakanaka.
Munguva yekupedzisira yaTrump, akaita chimwe chinhu chakazvikuvadza. Panguva iyoyo, 80% yepasi isingawanzo muUnited States yaifanira kutengwa kubva kuChina. Nechikonzero ichi, VaTrump vakurudzira "kubvisa" kubva munyika yangu uye kuti nyika itange indasitiri isingawanzo indasitiri.
Tora migodhi yelithium muUnited States semuenzaniso. Kunyange zvazvo nzvimbo dzakachengetwa dzemigodhi yelithium muUnited States dzakareba matani mamiriyoni makumi mana, pane kambani imwe chete inonzi Silver Peak ine tekinoroji yekunyungudutsa nekuchera, uye inobuda pagore i5,000 matani chete. Kana hurongwa hwaTrump hukanyatsotevedzwa, zvinotora makore angangoita 8,000 kuvabvisa. Naizvozvo, United States yakatumira kunze nhamba huru yenyika isingawanzoitiki kunyika yangu. Muna 2019, United States yakachera matani anosvika zviuru makumi maviri nezvitanhatu epasi, ayo angangoita zviuru makumi maviri nezvina matani akatumirwa kunyika yangu, ndokuzoshandisa mutengo wepamusoro kuti adzorere zvakacheneswa.rare earths. Chikonzero chemamiriro ezvinhu aya ndechekuti nyika yangu yakagadzira tekinoroji yekugadzira uye maindasitiri, uye United States yazvino iri pachena iri kumashure. Nyanzvi dzengozi dzekuAmerica dzakaratidzawo kuti hazvigoneke kuti United States itange inozvigarira mamineral supply chain. Nekuda kwekuti mutengo wevashandi vekudzidzisa wakakwira, hunyanzvi hwekuchera migodhi nekugadzirisa zvakare hwakakwira, uye kukwira nekudzika kunoenderana nenyika dzekuMadokero. Zvakatoita kuti zvinhu zvinyanye kuoma kuUnited States, nhau dzemusi waNovember 4 dzakati nzvimbo dzinochera zvicherwa zvisingawanzowaniki muMyanmar dzakanga dzavharwa, uye zviwanikwa zvepasi zvinowanika zvichatonyanya kushomeka.
Kuti vaderedze kutsamira papasi repasi renyika yangu, VaTrump vakataurawo kuti vaizovimba nezviwanikwa zvemafuta eAmerica kugadzira mota dzemafuta, uye panguva yemushandirapamwe, vakati vachabvisa mutemo wekupa rubatsiro kumotokari dzemagetsi dzeAmerica. Rare Earth inogona kunge iri chikonzero nei asingatsigire indasitiri yemotokari yemagetsi uye anofarira zvechinyakare mota dzemafuta. Musk, anomutsigira kuseri kwezviitiko, akaisawo maonero akangoerekana aitika: achizivisa kuti Tesla inotevera-chizvarwa mota tekinoroji ichasiya zvachose zvisingawanzo zvinhu zvepasi. Asi mune dzidziso, isingawanzo pasi ichiri chinhu chinodiwa kune mota dzemagetsi. Pave nemakore anoda kusvika maviri kubva Musk "akapenda pie", uye pave pasina nhau pamusoro pekufambira mberi kwekutsvagisa kwemota iyi. Kana nyika isingawanzo ichiri yakakosha hurongwa mune ramangwana, uye US ichisimbirira kuenda kwayo, saka Musk anogonawo kuramba achiteerera Trump uye kugadzira mota dzemafuta.
Nguva yekutumira: Nov-11-2024