Group 1 - The U.S. Department of Commerce has preliminarily ruled that key battery components from China are receiving "unfair subsidies," paving the way for potential anti-subsidy tariffs [1] - Two Chinese companies have subsidy rates exceeding 700%, while other companies have a subsidy rate of 6.55% [1] - Active anode materials, which include graphite and silicon, are critical for electric vehicle batteries [1] Group 2 - The American Association of Port Authorities warns that imposing import tariffs on Chinese-made cranes could lead to a loss of nearly $6.7 billion and hinder infrastructure investment upgrades [3] - The association's CEO urged the U.S. Trade Representative to exempt already ordered cranes from tariffs, predicting that tariff costs will increase over the next decade [3] - The G7 finance ministers' meeting is focusing on issues such as manufacturing overcapacity and non-market behavior, with U.S. tariffs on China being a central topic [3] Group 3 - Recent high-level economic talks between China and the U.S. in Geneva have led to significant reductions in bilateral tariff levels, effectively canceling tariffs imposed since the trade war began on April 2 [4] - Multiple media outlets and scholars emphasize that cooperation between China and the U.S. is essential for mutual benefit, warning against confrontation [4] Group 4 - Jamie Dimon, CEO of JPMorgan Chase, visited Beijing and expressed commitment to deepening engagement in the Chinese capital market, signaling a potential easing of U.S.-China relations [6] - Despite the Geneva meeting's outcomes, the U.S. continues to pressure other countries regarding the use of Chinese technology, particularly Huawei's AI chips, citing export control violations [6] - The U.S. State Department has instructed financial institutions not to provide loans to Chinese state-owned enterprises involved in the Belt and Road Initiative, alleging threats to regional security without providing evidence [6] Group 5 - Following the Geneva trade meeting, the tariff confrontation between China and the U.S. has reverted to the state prior to April 2, with experts noting that China's surpassing of the U.S. will be gradual and phase-based [8] - China is expected to achieve absolute maritime dominance over the U.S. in the South China Sea and Taiwan Strait by around 2028 [8] - By 2030, China aims to complete over 300 remote sensing satellites, enhancing its global monitoring capabilities [8]
48小时内,美国连下3道挑战书,邀6国“入伙”,中方早有准备
Sou Hu Cai Jing·2025-05-26 15:56