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双语新闻:韩国对华进口依赖度不断升高,半数以上产品来自中国

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2023年10月12日

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[Global Times correspondent Ding Ling in South Korea] According to Yonhap News Agency, data show that more than half of the main products imported from overseas in South Korea come from China, especially in the rare earth metals necessary for chip production and the core raw materials of secondary batteries, which are highly dependent on China. Data show that South Korea imports more than $10 million ($1 is about 7.29 yuan), a total of 1,176 kinds of products that are more than 50% dependent on specific countries, of which 584 kinds of products are mainly imported from China, accounting for about half. Of the 603 products that are more than 75% dependent on imports from specific countries, 330 are mainly imported from China.
【环球时报驻韩国特约记者  丁 玲】据韩联社报道,数据显示,韩国自海外进口的主要产品中,半数以上来自中国,尤其在芯片生产所必需的稀土类金属和二次电池核心原料上,对华依赖程度很高。资料显示,韩国进口规模在1000万美元(1美元约合7.29元人民币)以上,对特定国家依赖程度超过50%的产品共计1176种,其中584种产品主要自中国进口,约占一半。对特定国家进口依赖度超过75%的603种产品中,330种主要自中国进口。
 
In South Korea's semiconductor and secondary battery sectors, China dominates the supply of raw materials. The import volume of rare earth metals, the core materials of Korean chips, reached 15.7 million US dollars in the first half of the year, 79.4% of which was imported from China. On August 1, China imposed export controls on gallium and germanium, key materials needed to produce semiconductors. "China's export control of gallium and germanium shakes the foundation of South Korea's semiconductor," the Korean Economy reported that as China began to export control of gallium and germanium, it is expected to have a small impact on South Korea's semiconductor industry.
在韩国半导体和二次电池领域,中国的原材料供应占据主导地位。韩芯片核心材料稀土类金属上半年进口规模达1570万美元,其中79.4%从中国进口。今年8月1日起,中国对生产半导体所需的关键材料镓和锗实施出口管制。“中国出口管制镓和锗动摇韩国半导体根基”,《韩国经济》报道称,随着中国开始对镓和锗进行出口管制,预计将对韩国半导体产业产生不小的影响。
 
Korea is also dependent on China for artificial graphite, lithium oxide, lithium hydroxide, nickel-cobalt-manganese oxide, and nickel-cobalt-manganese hydroxide for secondary battery manufacturing. In addition, Korea imports all of its nickel cobalt aluminum oxide, lithium cobalt oxide, most of its cobalt oxide (69.4 percent), and isolation film for secondary battery manufacturing (61.3 percent) from China. In terms of permanent magnets, which determine the performance of new energy vehicle drive motors, the proportion of South Korea's imports from China was 94% in 2018, fell to 89% last year, and the proportion of imports in the first half of this year was 85.8%, although the proportion has declined slightly year by year, the degree of dependence on China is still very high.
在二次电池制造中所需的人造石墨、氧化锂和氢氧化锂、镍钴锰氧化物、镍钴锰氢氧化物上,韩国对中国也处于依赖状态。此外,韩国全部的镍钴铝氧化物和钴酸锂,大部分氧化钴(69.4%)和用于二次电池制造的隔离膜(61.3%)也都从中国进口。在决定新能源汽车驱动电机性能的永磁铁上,2018年韩国自中国进口比重为94%,去年降至89%,今年上半年进口比重为85.8%,比重虽逐年小幅下降,但对华依赖程度仍然很高。
 
South Korea's "Asian Economy" reported on the 11th that although the South Korean government has tried to promote the diversification of import sources of key resources, it has not had much effect. The latest statistics show that South Korea's main core key raw materials dependence on China continues to be at a high level.
韩国《亚洲经济》11日报道称,虽然韩国政府极力推动关键资源的进口来源多元化,但至今没有太多效果。最新统计数据显示,韩国主要核心关键原材料对华依赖度持续处于高位。
 
South Korea's Ministry of Trade, Industry and Energy announced a core mineral security strategy in February this year, which plans to reduce its dependence on China for core minerals to 50 percent by 2030, and increase tax cuts and research and development support. The Korean government has selected 33 minerals needed for the nation s high-tech industries, including semiconductors and batteries, and designated 10 of them as the top 10 strategic key minerals to focus on management.
韩国产业通商资源部今年2月公布了一项核心矿物保障战略,计划在2030年之前将核心矿物对中国的依赖度降至50%,并加大减税和研发支持等。韩国政府在半导体、蓄电池等国家尖端产业所需矿物中选定33种,并将其中10种指定为“十大战略关键矿物”,予以重点管理。
 
South Korean lawmaker Kim Hoi-jae said that global trade protectionism has risen, and the competition between China and the United States has intensified, and South Korea should accelerate the adjustment of supply chains, effectively manage conflicts with China, and commit to pragmatic diplomacy. South Korea's exports to China reached $11bn in September, the highest level this year, and the country's trade deficit with China narrowed, a sharp improvement from March. Kim believes that if China further tighens the export restrictions on core minerals, it will have a knock-on impact on South Korea's semiconductor industry and auto exports.
韩国国会议员金会在表示,全球贸易保护主义有所抬头,中美竞争加剧,韩国应加速调整供应链,有效管控与中方的矛盾,致力于实用主义外交。9月份韩国对华出口规模为110亿美元,创下今年最高水平,韩国对华贸易赤字缩小,较今年3月的水平大幅改善。金会在认为,若中方进一步收紧核心矿物出口限制,将对韩国半导体产业和汽车出口造成连锁影响。

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