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中美谁治谁?|| 大视野
Sou Hu Cai Jing·2025-10-20 10:44

Core Viewpoint - The year 2025 is not the most tense in Sino-U.S. relations, but it marks a turning point in economic and trade relations, with China shifting from patient restraint to clear countermeasures [3] Economic and Trade Relations - The U.S. has historically held a dominant position in global trade, but has recently deviated from the rules it once advocated, leading to unilateral trade measures [4] - The trade relationship has seen ongoing tensions, with both cooperation and friction in various sectors, influenced by each side's understanding of sensitive industries [5][7] Countermeasures - China has begun implementing strong countermeasures, including export controls on rare earth materials and high-performance lithium batteries, as well as special port fees on U.S. vessels [11][12] - The U.S. has responded with tariffs and restrictions, indicating a tit-for-tat escalation in trade tensions [15] Impact on Supply Chains - China's export controls on rare earths and lithium batteries could significantly impact U.S. supply chains, particularly in sectors like semiconductors and energy storage [13] - The U.S. is aware of the potential repercussions of its actions, as they could also harm its own industries [23] Future Outlook - Both countries are engaged in ongoing negotiations to manage their differences, with a focus on avoiding further escalation [16] - The relationship is characterized by a complex interdependence, making complete decoupling unlikely despite rising tensions [22][25] - China's long-term strategy emphasizes cooperation and mutual benefit, contrasting with the U.S. approach of prioritizing its own interests [26]