Boeing(US:BA) Sou Hu Cai Jing·2025-08-28 06:46Group 1 - The core argument revolves around the ongoing economic and technological competition between the US and China, with Trump's claims of having stronger leverage over China being juxtaposed with China's proactive approach to engage in trade negotiations [1][8] - Trump's "killer cards" include imposing a 200% tariff on Chinese rare earths and threatening to cut off Boeing parts supply, but these measures may backfire on the US economy rather than significantly harm China [1][2] - The US heavily relies on China for rare earth processing, with over 90% of its rare earth imports coming from China, making any tariff increase potentially detrimental to the US economy, especially in terms of inflation [2][4] Group 2 - China's domestic production of key components for aircraft, such as the C919, has reached about 70% self-sufficiency, indicating a shift in dependency from Boeing [4][5] - Despite the US's threats, China has diversified its market by expanding exports to ASEAN and the Middle East, which have already surpassed exports to the US, showcasing resilience against potential market losses [5][8] - The ongoing negotiations are framed by China as a demonstration of its responsible global role rather than a sign of weakness, emphasizing its strategic positioning in the global supply chain [5][7] Group 3 - The competition between the US and China transcends simple tariff or supply cut strategies, revealing the US's vulnerabilities in its dependence on Chinese rare earths and market access [8] - China's advancements in technology and international cooperation, particularly in critical sectors like aviation and semiconductors, highlight its growing self-reliance and strategic depth [7][8] - Trump's rhetoric is seen as a domestic political maneuver to project strength ahead of elections, while China remains steadfast in its negotiation stance [8]