位置：中游情绪：中性参考度：1/10
中国取消镓、锗和锑的出口禁令
中国已暂停对美国的镓、锗和锑出口禁令，这标志着贸易紧张局势的重大缓和。该禁令于2024年12月实施，是对美国高带宽存储芯片出口管制的回应。此次暂停将持续约一年，至2026年11月27日。镓和锗对半导体、光纤和太阳能技术至关重要，而锑则用于国防和阻燃应用。此前的出口限制对美国行业，尤其是半导体行业，产生了重大影响。中国目前在全球生产中占据主导地位，供应了几乎所有精炼镓、60%...
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Will this suspension really lead to a significant alleviation of trade tensions as claimed? Considering China’s dominant position in global production of these minerals, how will the US ensure long – term stable supply after the one – year suspension ends? And will the price really be stabilized wit…