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踢到铁板了!中国发现美国市场没那么香,不再死守,开始主动出击!
Sou Hu Cai Jing·2025-10-26 19:19

Core Viewpoint - The article discusses China's strategic response to the U.S. threat of imposing 100% tariffs on Chinese goods, highlighting a shift from reactive measures to a more calculated and proactive approach in trade relations [1][4][32] Group 1: Trade Relations and Strategic Responses - China is implementing a precise and systematic countermeasure strategy rather than an equal retaliatory tariff response, indicating a shift in its approach to U.S. trade threats [1][32] - The recent export controls on rare earth materials by China are a clear signal of its intention to set boundaries rather than passively accept external rules [1][20] - The U.S. has been attempting to pressure China through various export controls, but China's recent actions suggest a more proactive stance in shaping the trade narrative [6][32] Group 2: Economic Impact and Supply Chain Dynamics - Over 80% of global rare earth processing capacity is concentrated in China, making it a critical player in high-end manufacturing sectors such as electric vehicles and smartphones [3][20] - China's export control measures are timed strategically to coincide with the U.S. holiday shopping season, potentially impacting U.S. retailers heavily reliant on Chinese goods [3][16] - The restructuring of China's trade relationships, particularly with ASEAN countries, has led to a significant decrease in trade dependency on the U.S., with exports to ASEAN growing by 16.8% [6][32] Group 3: Technological Advancements and Self-Reliance - China is making significant strides in technology self-reliance, exemplified by the successful development of high-performance storage chips with a yield rate of 94.3% [8][29] - The article emphasizes that despite U.S. attempts to block Chinese technology firms, market dynamics often prevail over political pressures, allowing for continued cooperation in certain areas [29][32] - China's focus on technological independence is seen as a critical factor in its ability to negotiate and respond to external pressures effectively [8][29] Group 4: Future Outlook and Global Dynamics - The article suggests that the future of U.S.-China relations will not be a simple binary of cooperation or confrontation, but rather a complex interplay of negotiation and competition across various issues [32][30] - China's role is evolving from a rule-taker to a rule-maker in international trade, particularly in emerging sectors like renewable energy and digital economy [18][20] - The ongoing trade friction is pushing Chinese companies to innovate and adapt, moving away from reliance on cheap labor to focusing on technology and brand value [29][32]