美媒失望：中美“短暂和解”，但美企发现中国不再买美国货了

Group 1 - The core point of the article is the impact of the recent US-China tariff agreement, where the US cancels 91% of tariffs on Chinese goods, while China suspends additional tariffs for 90 days, leading to significant shifts in trade dynamics between the two countries [1][3][12] - Following the agreement, there was a surge in cargo traffic from US ports to China, but traditional US exports like energy and agricultural products faced a decline in demand from China [3][6] - The US soybean exports to China dropped by 32% in Q1 2025, while Brazil's soybean exports reached 60 million tons, indicating a shift in China's sourcing preferences towards South America [6][10] Group 2 - In the energy sector, US propane shipments were not approved for entry into China, redirecting to Southeast Asia, while China signed long-term contracts for liquefied natural gas with Qatar and Canada [8][22] - In manufacturing, China has replaced US scrap steel imports with nickel pig iron from Indonesia, and cobalt exports from the Democratic Republic of Congo to China surged by 47% [10][15] - China's chip self-sufficiency has increased to 35%, indicating a significant reduction in reliance on US semiconductor imports despite ongoing US restrictions [11][12] Group 3 - The article highlights a broader trend of China reducing imports from the US due to various factors, including a shift towards clean energy and a growing domestic market for electric vehicles, which has decreased the demand for US energy imports [15][17] - The trust crisis stemming from US policy fluctuations has led Chinese companies to seek stable and reliable supply sources outside the US [19][20] - The restructuring of supply chains and the establishment of a new global trade order based on the renminbi is underway, as China diversifies its energy and commodity sources [22][24] Group 4 - The article discusses the current state of the US economy, noting a decline in support for the Trump administration and a general perception of poor economic performance among Americans [26][28] - Economic uncertainty in the US has led to increased inflation and rising prices for consumers, with estimates suggesting an annual loss of $1,200 per household due to higher import tariffs [30][31] - The article concludes that the temporary resolution of the US-China trade conflict may provide short-term relief, but without a change in US policy, a trend towards economic recession is likely [37][38]