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Japanese PM's address blurs Japan's responsibility for its acts of aggression: Chinese spokesperson_我的网站

一 |           　　今年以来，全球人工智能(AI)算力基础设施建设提速，带动铜、铝、锡、钽、铟、钼等有色金属需求集中释放，相关品种价格大幅上行，市场迎来了“算力金属”行情。

二 |     In her speech, Japanese Prime Minister Sanae Takaichi shunned reflection on historical lessons and blurred Japan's responsibility for its acts of aggression, taking a major backward step on historical issues, Chinese foreign ministry spokesperson Lin Jian said on Monday.    This once again laid bare the sinister attempt of the Takaichi administration to cover up, distort and reverse the verdict on Japan's history of aggression, Lin said at a regular news briefing when asked to comment on Takaichi's address at the National Memorial Service for the War Dead on Aug. 15.    On the day marking Japan's unconditional surrender in the Second World War, Takaichi made a monetary offering to the war-linked Yasukuni Shrine, and certain cabinet members and political figures such as Defense Minister Shinjiro Koizumi also visited the shrine, said Lin.    It made Asian neighbors and the international community even more alarmed by what's Japan really up to. Those with insights in Japan pointed out that a country without sense of remorse can hardly gain trust and what the defense minister has done amounts to supporting the war of aggression, said Lin.    Noting this year marks the 81st anniversary of the victory of the Chinese People's War of Resistance against Japanese Aggression and the World Anti-Fascist War, as well as the 80th anniversary of the beginning of the Tokyo Trials, Lin said only by facing up to and learning lessons from the history, can one avoid repeating past mistakes and going astray.    "We once again urge those running the Japanese government to listen to the voice of its people and the international community, deeply reflect on its war crimes, make a clean break with militarism and stop going further down the wrong path," Lin emphasized.                     。

三 |      　　中国有色金属工业协会统计显示，今年上半年，锡、钽、铟价格分别上涨40%、158%、60%;铜、铝价格同比分别上涨31.4%、18.8%。     　　业内将“算力金属”划分为两大类别：      　　一类是支撑AI算力基础设施的核心大宗金属铜、铝，二者作为数据中心供电、散热的基础材料，构筑起算力网络的主干;      　　另一类是钼、锡、铟、锗、镓等小金属，这类金属广泛应用于先进封装、光通信、存储芯片环节，是算力产业链不可或缺的“工业维生素”。      　　铜合金      　　“本轮上涨，是供给刚性约束与新兴产业需求扩张共同作用的结果。

四 | ”中国有色金属工业协会副秘书长兼重金属部(矿产资源办公室)主任段绍甫分析，在需求端，AI服务器、高速光模块、先进封装等环节，对“算力金属”形成了不可替代的实物消耗。     　　卓创资讯与富宝资讯铁合金高级分析师张秀华认为，供给端约束持续收紧：多国将相关品种纳入关键矿产管理，矿山投资、出口管控趋严;叠加矿山原矿品位持续下降，老矿逐步减产，新建矿山投产节奏难以匹配需求增长。     　　与此同时，今年6月份施行的《中华人民共和国矿产资源法实施条例》(以下简称《条例》)，将相关金属划入战略性资源目录，进一步强化了供给约束预期。      　　铝基材料      　　保障“算力金属”稳定供给，事关AI产业长远发展。工业和信息化部等八部门印发的《有色金属行业稳增长工作方案(2025—2026年)》提出，促进资源高效利用、提高资源保障水平。“十五五”规划纲要明确，加强战略性矿产资源勘探开发和储备，深入实施新一轮找矿突破战略行动。     　　依托政策引导，多家矿业上市公司加快并购布局，持续夯实算力相关矿产资源储备，稳固AI产业链上游供给底座。

五 |      　　业内人士认为，企业并购整合优质矿产、适度扩产，有助于提升我国在全球资源市场的话语权，归集战略资源，打造自主可控供应链，支撑全球科技竞争。

六 |      　　“《条例》提出构建产品、产能和产地储备相结合的战略性矿产资源储备体系，建立矿产资源供应安全预测预警工作体系，增强了有色金属资源安全保障能力。”段绍甫表示，与算力相关的有色金属，其上游矿产资源对外依存度较高，企业应增强供应链韧性。

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Published on:05:17:54