中美全面开打，大量中国产品被美国下架，荷兰得令，强抢中企资产

Core Points - The U.S. Federal Communications Commission (FCC) has mandated the removal of millions of Chinese electronic devices from e-commerce platforms, citing security concerns, which has raised questions about the legitimacy of these claims [1][3] - The Dutch court has frozen the assets of the Chinese company, Wingtech Technology's subsidiary, Nexperia, affecting 30 global entities and 99% of its shares, following the U.S. upgrade of semiconductor restrictions [1][9] Group 1: U.S. Actions - The scale of the U.S. product removal is unprecedented since the 2018 trade war, with the FCC's chairman claiming it is to "prevent surveillance," despite the products having passed U.S. certification earlier in 2023 [3] - Former President Trump announced a 100% additional tariff on $500 billion worth of Chinese goods starting November 1, which would push the total tariff rate above 130% [3] - Major U.S. retailers, including Walmart and Target, have warned that this could lead to significant shortages on shelves and an increase of over $1,300 in annual spending per household [5] Group 2: Market Reactions - Moody's reported that 92.4% of the tariff costs would ultimately be borne by U.S. consumers, with labor-intensive industries nearing loss margins [5] - There has been a surge in demand for transshipment trade, with applications for certificates of origin from countries like Malaysia and Thailand increasing by 120% [5] Group 3: Dutch Actions - The Dutch government's freezing of Nexperia's assets is seen as a targeted move, occurring shortly after the U.S. intensified semiconductor restrictions [9][10] - The Dutch Ministry of Economic Affairs cited "national security" as the reason for the asset freeze but has not provided substantial evidence to support this claim [12] Group 4: China's Countermeasures - In response to U.S. and Dutch actions, China announced new regulations on rare earth exports, which could significantly impact global supply chains, as China controls 90% of high-purity rare earth production [16][18] - China has also implemented a tiered special port fee for U.S. vessels, which is expected to add billions in costs to the U.S. shipping industry [20][21] Group 5: Long-term Implications - The ongoing conflict is reshaping global trade rules, with the U.S. and the Netherlands' actions prompting other nations to reconsider their alliances and trade strategies [25]