Workflow
特朗普天塌了,不是说好互相减税吗?为什么中国人还是不买美国货
Sou Hu Cai Jing·2025-05-19 17:41

Trade Policy and Tariffs - Trump's administration has implemented a series of tariffs against China, with rates reaching as high as 104% to 145% on certain goods, prompting retaliatory measures from China, including a 34% tariff on U.S. products [2][5] - In a surprising move, Trump announced a 10% "baseline tariff" on all imported goods, affecting over 100 countries, including China, leading to further retaliatory actions from China [5][12] - The trade war has resulted in significant volatility in global markets, with U.S. and Hong Kong stock markets experiencing declines [5][12] Trade Agreement and Compliance - A Phase One trade agreement was signed on January 15, 2020, where both countries agreed to lower some tariffs, but China's purchasing of U.S. goods did not meet expectations, leading to increased investments in South America [7][14] - China's investments in South America, including a $3.5 billion deep-water port in Peru and a large terminal in Brazil, have allowed it to secure alternative supply chains, reducing reliance on U.S. products [11][16] Market Dynamics and Consumer Preferences - Despite tariff reductions, U.S. goods remain uncompetitive in price, particularly in the agricultural sector, where Brazilian soybeans dominate the market, capturing over 70% of China's imports [9][12] - Historical grievances regarding U.S. agricultural practices have led to a cautious approach from China towards U.S. products, further diminishing their market share [9][14] - Chinese consumers show a preference for competitively priced products from South America over U.S. goods, impacting demand [12][18] Strategic Shifts and Global Trade Relations - The trade war has prompted China to diversify its procurement strategies and increase overseas investments, particularly in South America, which is becoming a key trading partner [16][18] - The U.S. market share for soybeans in China has dropped to 21% by 2024, while Brazil has taken a dominant position, reflecting a significant shift in trade dynamics [16][18] - The global trade landscape is being reshaped by these developments, with increased cooperation between China and other regions, such as Europe and Africa, to counter U.S. protectionism [18]