Core Viewpoint - The cancellation of approximately 12,000 tons of U.S. pork orders by China reflects a broader shift in the U.S.-China trade landscape, highlighting issues with U.S. trade policies and China's firm stance in trade negotiations [1] Group 1: U.S.-China Trade Dynamics - China was a significant buyer of U.S. pork, importing about 475,000 tons in the first four months of 2024, which accounted for 22% of total U.S. pork exports, down from 35% before the trade war in 2018 [1] - The increase in tariffs, with China imposing a 172% tariff on U.S. pork, has drastically reduced the price competitiveness of U.S. pork in the Chinese market, leading to decreased purchases [1] Group 2: Energy Sector Developments - China has reduced its dependence on U.S. energy imports, with reports indicating that up to seven ships carrying U.S. liquefied petroleum gas (LPG) have redirected to India and Southeast Asia [3] - In 2024, China's LPG imports reached 35.68 million tons, with over half coming from the U.S., but China has not imported U.S. liquefied natural gas (LNG) for nearly 80 days [3][5] Group 3: U.S. Trade Policy Impact - The U.S. trade policies have not only harmed its own agricultural sector, with American farmers facing unsold products due to reduced Chinese imports, but have also led to a crisis in the U.S. natural gas industry [3][5] - Trump's trade policies have inadvertently united many countries with China, as they seek alternatives to U.S. markets [5] Group 4: China's Strategic Response - China has initiated legal actions through the WTO against U.S. tariffs, claiming they violate trade agreements, while also adjusting its economic structure to boost domestic demand, which contributed over 65% to economic growth in 2024 [7] - The "dual circulation" strategy aims to reduce reliance on U.S. technology by increasing investments in sectors like semiconductors and artificial intelligence [7] Group 5: Global Trade Position - China is becoming increasingly significant in global trade, being the largest goods trader and the second-largest service trader, contributing to global economic recovery [7] - In the first quarter of 2024, China's GDP grew by 5.4%, with record high import and export volumes, showcasing its economic resilience [7] Group 6: Future Trade Relations - For the U.S. to alter the current trade situation, it must abandon unilateralism and unreasonable tariff policies, while China will continue to protect its trade rights and pursue high-level openness [8]
全部“叛变”了!2国传出消息,美国坐不住了,中国不愿再付钱
Sou Hu Cai Jing·2025-05-07 07:04