关税战打到现在至少证明了几件事，中国没有美国市场也活得好好的

Core Insights - Rare earth elements, previously overlooked, have become a focal point due to rising concerns in the U.S. about dependency on China for supply [1] - The U.S. relies on China for over 70% of its rare earth imports, with significant implications for various industries, including military and high-tech sectors [3] - China's response to U.S. tariffs and supply chain pressures has been measured and confident, indicating a strong domestic market and technological capabilities [5] Group 1 - The U.S. is heavily dependent on China for rare earth elements, with over 70% of imports sourced from China, complicating efforts to shift supply chains [3] - The U.S. has attempted to find alternative sources in Australia and Myanmar, but these efforts have proven insufficient to meet demand [3] - The imposition of new tariffs has led to increased urgency in U.S. communications with China, highlighting the strain on American consumers and businesses [3][5] Group 2 - China's export market is adapting by shifting focus to ASEAN, the Middle East, and Africa, demonstrating resilience despite a decrease in exports [5] - The Chinese government has maintained a firm stance, opting not to engage in negotiations under pressure, which reflects confidence in its market and technological strength [5][7] - The ongoing trade conflict has evolved into a battle of wills, with the U.S. struggling to maintain control over the narrative and pace of negotiations [7][9] Group 3 - The situation illustrates a shift in power dynamics, where the U.S. is increasingly on the defensive, while China remains composed and strategic [9] - The long-term outcome of this trade conflict will depend on which side can endure the pressure, with China positioned to outlast the U.S. [9] - The overarching strategy for China is to focus on internal stability and market strength, avoiding any actions that could be perceived as weakness [9]