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关税84%!稀土王牌出击!全球供应链巨震,谁主沉浮?

Group 1 - The Trump administration's decision to impose an 84% tariff on $530 billion worth of Chinese goods marks a significant escalation in the trade war, termed "Tariff 2.0," pushing US-China relations into a deeper confrontation [1] - China's rapid response included raising tariffs on US imports to 84% and implementing export controls on rare earth elements, tightening global supply chains and triggering alerts from the International Monetary Fund [1][4] - The US Commerce Department's use of an AI tariff system to track chip procurement paths from Chinese companies represents a tactical innovation in the trade conflict, creating a digital barrier to trade [4] Group 2 - China's strategic use of rare earth elements, essential for military and high-tech industries, highlights its dominance in the global supply chain, with 98% of high-purity rare earth separation capacity located in China [6] - The resilience of global supply chains is evident as companies adapt to the new tariff environment, with firms relocating assembly lines while maintaining critical R&D operations in China [8] - The ongoing trade war is reshaping global economic dynamics, with the Regional Comprehensive Economic Partnership (RCEP) expanding and digital currency initiatives gaining traction, indicating a shift towards new trade orders [10]