博弈升级，中美竞争的攻守之势正在逆转！

Core Viewpoint - The recent escalation in the US-China conflict highlights a shift in China's response strategy, moving from passive to assertive measures against US actions, particularly in the shipping and semiconductor industries [1][3]. Shipping Industry - The US plans to impose a port fee of $50 per ton on Chinese-operated and manufactured vessels, prompting China to retaliate with a fee of 400 RMB per ton on not only US-owned ships but also those with over 25% US capital ownership [1][3]. - China currently dominates the global shipping industry, holding seven out of the top ten container ports and over 53% of the global merchant shipbuilding market, while the US holds only 0.1% [3]. Semiconductor Industry - China's advancements in semiconductor technology include achieving a 95% yield rate for 28nm chips and achieving self-sufficiency in 5G RF chips, which strengthens its position against US companies like Qualcomm [5][7]. - The US's reliance on Chinese rare earth materials is critical, as these materials are essential for various high-tech products, including automobiles and military equipment [5][7]. Trade Dynamics - China's foreign trade dependency on the US has decreased, with shifts in agricultural imports towards countries like Russia, Spain, Brazil, and Argentina, while ASEAN has become China's largest trading partner [5][7]. - The nature of exports from China to the US has evolved from low-end to high-end products, such as DJI drones and high-performance cameras, which the US cannot produce at competitive prices [5][7]. Strategic Response - China has developed a comprehensive countermeasure system that integrates rare earths, technology, manufacturing, finance, military, and geopolitical strategies, allowing it to respond effectively to US actions [7]. - The shift from being a "rule taker" to a "rule maker" signifies China's growing confidence and capability in the global arena, making it increasingly difficult for the US to exert its influence [7].