On October 26, according to foreign media reports, the trade friction between China and the EU intensified. European Commission President von der Leyen publicly stated at the Berlin Global Dialogue that if China continues to restrict rare earth exports, the EU will use all means to respond.
She stressed that China's rare earth export control has had a significant impact on European industry, and the EU hopes to find a solution with China, but if an agreement cannot be reached, it will take tough measures.
This speech quickly became the focus of international public attention.
Rare-earth resources are key raw materials for the global high-tech industry, and are widely used in areas such as electric vehicles, smartphones, wind power equipment and military technology.
For a long time, China's dominant position in the rare earth field has made it the core of the global supply chain.
However, as the Sino-US trade war continues to escalate, China has begun to implement strict controls on rare earth exports to counter the US and Europe's suppression of China technology companies.
The EU believes that China’s restrictions on rare-earth exports pose a serious threat to its industrial development, especially in the fields of new energy and high-tech.
To address this challenge, the EU is joining allies such as the United States, Japan and Australia to accelerate the construction of its own supply chain for rare earth.
However, this plan will not work in the short term, because establishing a complete rare earth industry chain requires not only huge capital investment, but also technical accumulation and time support.
Meanwhile, the lighting machine ban became another potential game point.
Light engraving machines are the core equipment for manufacturing high-end chips, while the world's most advanced light engraving machines are almost entirely manufactured by the Dutch ASML company.
In recent years, the United States and Europe have restricted ASML's export of the most advanced lithography machines to China on the grounds of "national security" in an attempt to hinder the development of China's semiconductor industry.
Today, the ban on the sale of light engraving machines could become the "last resort" for US and European pressure on China.
However, China's independent research and development in the field of light engraving machines has made significant progress.
According to reports, the testing of domestic lithography machines is nearing completion, and SMIC and other companies continue to make breakthroughs in technology research and development.
In addition, China has also developed rapidly in other parts of the semiconductor industry chain, such as photocalling, chip packaging, which means that even if the U.S. and Europe further increase the ban, China still has the ability to gradually technological independence through technological innovation and industrial integration.
It is worth noting that China and the West are behind the game in the fields of rare earth and high-tech, which also involves the far-reaching impact of the global economic pattern.
Although Western countries are trying to promote economic decoupling from China, China's important position in the global industrial chain makes this goal difficult to achieve.
Judging from the current situation, China's strategic advantages in rare earth resources and high-tech fields make it take the lead in the game with the United States and Europe.
The Chinese side has consistently responded to external pressure with a "back-to-back" strategy, avoiding a rushing response, but also struggling to earn more funding for itself.
In the future, China's autonomy process in the high-tech field will be further accelerated, and the strategic position of rare earth resources will also be strengthened.
The Chinese-Western trade wars and science and technology games will continue, but China’s position in the global economy and its advantages in the industry chain have determined that the deconnection will hurt the West much more than China.
Faced with the threat of the European Union, China has sufficient strength and strength to defend its own interests, while also playing an indispensable role for the stability of the global economy.