对华关税豁免突然延长！美国真实目的：中期选举“缓兵之计”

Group 1 - The U.S. Trade Representative's announcement to extend the exemption period for certain goods under the Section 301 tariffs until November 29 is strategically timed with upcoming U.S.-China trade negotiations [1] - The U.S. economy is facing significant challenges, with July's CPI rising 2.7% year-on-year and core inflation remaining high at 3.1%, leading to increased pressure on American consumers, particularly in the electronics sector where prices for Chinese components have risen by 11% [3] - The semiconductor industry in the U.S. has expressed strong opposition to the removal of tariff exemptions, predicting a 12.8% increase in chip packaging costs and the loss of over 50,000 jobs, particularly in key swing states [3] Group 2 - Despite the U.S. push for "decoupling" from China, China still holds over 70% of the global market share in critical sectors like rare earths and pharmaceuticals, indicating the challenges of supply chain diversification [4] - A report from the U.S. Chamber of Commerce estimates that fully removing tariff exemptions could lead to a six-month shortage of raw materials for U.S. manufacturing, with potential production capacity drops of 40% in industries like automotive and electronics [4] - Canada's recent decision to expand exports to China and establish a strategic fund for rare earth technologies is a direct response to U.S. tariffs, highlighting the economic impact of U.S. policies on its neighbors [6] Group 3 - The core difficulty in U.S.-China negotiations lies in the technology sector, with the U.S. imposing strict controls on semiconductor equipment, while China's self-sufficiency in semiconductor production is projected to reach 42% by Q2 2025 [6] - The U.S. exemption list aligns closely with its critical minerals strategy, revealing its strategic intentions in the rare earth sector, although these minor adjustments do not address the fundamental issues [8] - The ongoing trade tensions and unilateral U.S. policies are prompting countries like India and Brazil to seek alternatives to the U.S. dollar and challenge U.S. trade dominance, indicating a shift towards a multipolar trade landscape [8][10]