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中美关税战结束?关税大降91%?美国没能得到想要的稀土!
Sou Hu Cai Jing·2025-05-13 06:21

Group 1 - The US has significantly reduced tariffs on Chinese goods from 145% to 30%, marking a dramatic shift in trade relations and exposing vulnerabilities in the US economy [1][3] - The agreement includes a phased withdrawal of tariffs, with the US canceling 91% of the additional tariffs and maintaining a 10% base tariff, while China has lowered its tariffs to 10%-45% [3][5] - The negotiations revealed the strategic importance of rare earth elements, with China maintaining strict control over their export, impacting US military and high-tech industries [5][7] Group 2 - China's negotiation strategy involved leveraging its control over 17 key rare earth metals, which effectively targeted the US high-end manufacturing sector without violating WTO rules [7] - The trade war has led to increased costs for American consumers, with a reported annual increase of $3,800 in household spending due to tariffs [5] - The ongoing competition between the US and China is expected to escalate into a tech war, particularly in the semiconductor sector, as both countries prepare for future confrontations [8][10] Group 3 - The trade agreement is seen as a temporary pause, with underlying tensions remaining, particularly regarding supply chain dependencies and the potential for a renewed trade conflict [8][10] - China's market diversification efforts are aimed at reducing reliance on the US, with a focus on strengthening ties with emerging markets [7] - The US is exploring ways to rebuild supply chains outside of China, indicating that the trade war may evolve into a new phase of economic competition [8]