Group 1 - The recent punitive tariffs imposed by the Trump administration on Chinese electric vehicles, batteries, photovoltaics, and semiconductors have reached a high of 245%, but their impact is limited compared to the initial tariffs introduced in 2018 [3][6] - The U.S. has lost its ability to control China's trajectory, as China has become less reliant on the U.S. market and is now focusing on "re-globalization" [3][6] - The tariffs, initially intended to disrupt supply chains and increase manufacturing costs, have turned into a political show for the U.S., resulting in limited effectiveness and self-harm [3][5] Group 2 - The U.S. has not successfully brought manufacturing jobs back to the Rust Belt states; instead, inflation has increased, consumer costs have risen, and corporate investments have slowed down [5][9] - Chinese companies have proactively diversified their markets, targeting Southeast Asia, Latin America, and Africa, with no U.S. presence among the top five export destinations for Chinese electric vehicles [5][10] - The U.S. strategy of "decoupling" has failed, as it underestimated China's resilience and overestimated the willingness of allies to comply with U.S. directives [6][12] Group 3 - The essence of the tariff war is a struggle for control and dominance, with the U.S. attempting to exclude China from its technology, trade, and financial systems [6][9] - As the U.S. attempts to decouple, China is enhancing its internal circulation and innovation, developing self-reliant technologies in semiconductors and batteries [7][9] - The U.S. has transitioned from being a "rule-maker" to a "rule-disruptor," undermining the global systems it once established, while China continues to expand its influence within these systems [15][16] Group 4 - The recent tariffs are more of a political signal than a strategic tool, indicating a loss of control by the U.S. over its policies and objectives [13][16] - The competition between the U.S. and China is evolving from a simple power struggle to a contest of institutional resilience, economic endurance, and industrial strategy [15][18] - The U.S. has reached a point where its actions no longer dictate China's future, and the transfer of dominance is occurring subtly through repeated tariff increases [18]
这才是中美贸易战最大的转折点,中国没趴下!美国却失去主导地位
Sou Hu Cai Jing·2025-05-02 19:26