Sou Hu Cai Jing·2025-07-15 23:53Group 1 - The F-35 production line has been disrupted due to a shortage of neodymium-iron-boron magnets, exacerbated by China's rare earth supply cut [1] - The U.S. trade war initiated by Trump has led to significant consequences for American manufacturing, with many companies relocating production to other countries [1][3] - U.S. Customs data shows that China's export share to the U.S. dropped to 12.5% in Q1 2024, while exports to ASEAN surged by 22% [3] Group 2 - The agricultural sector has faced severe challenges, with a 57% increase in bankrupt farms and a 15% drop in land prices in Iowa due to the absence of Chinese buyers [4] - The semiconductor industry is experiencing disruptions, with TSMC's Arizona factory halted due to a lack of neon gas from China [4][8] - The U.S. has seen a significant increase in costs due to tariffs, with the automotive sector alone facing an additional $450 billion in expenses [3][7] Group 3 - The U.S. bears 92% of the tariff costs, while Chinese exporters only absorb 8% [6] - The trade landscape is shifting, with countries like Argentina and Bangladesh increasingly using the renminbi for trade, indicating a decline in U.S. dollar dominance [6][8] - The manufacturing sector is struggling with rising costs and job losses, as evidenced by Ford's layoffs and the closure of GM's Ohio plant [7] Group 4 - The aerospace industry is facing significant challenges, with Boeing's market value dropping by $72 billion due to the loss of the Chinese market [7] - The semiconductor equipment investment in China is now 1.8 times that of the U.S., indicating a growing technological gap [8] - The U.S. is investing heavily in supply chain adjustments, with $3.9 billion allocated to "de-China" supply chain costs [9]