节点:下游(终端消费/应用)位置:下游情绪:中性参考度:2/10


特朗普政府拟议的关键矿产定价监管计划正遭遇G7盟友及国内行业利益相关方的显著阻力。该提案最初由副总统JD·万斯推动,旨在建立西方主导的贸易集团,以保护国内生产商免受中国市场影响。然而,围绕治理机制、成本分担及五角大楼开发的AI定价模型应用等问题的担忧导致进展停滞,迫使美国政府转向双边谈判。

美国此战略旨在应对中国产能导致的人为低价,这类低价已阻碍西方矿业发展。拟议机制包括价格支持、补贴及采购保障,可调关税将助力确保“定价完整性”。核心组成部分为国防部“OPEN”计划,该AI驱动工具通过剔除被认为的中国市场操纵因素计算公允市值。但欧洲官员对美国主导的算法定价方法提出质疑,更倾向..

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