美国对华进行301调查，中国3种金属管制反击，扼住美高端制造命脉

Core Points - The recent developments in the US-China trade war indicate a significant escalation, with both countries adopting new strategies in their ongoing economic rivalry [1][2] - The US has initiated a new round of investigation under Section 301, citing the need to verify the implementation of the 2020 trade agreement, which is perceived as a political maneuver rather than a genuine trade concern [2][4] - China's response includes implementing export licensing for critical metals such as tungsten, antimony, and silver, leveraging its resource dominance to counter US pressure [6][7] US Actions - The US Trade Representative announced the initiation of a Section 301 investigation against China, claiming it is to check compliance with the 2020 trade agreement [1][2] - The US government has been criticized for using Section 301 as a tool for political leverage rather than fair trade practices, reflecting a pattern of inconsistent policies [2][4] - The US aims to exert maximum pressure on China to secure concessions in future negotiations, but this approach is seen as outdated and ineffective [4] China's Response - In retaliation, China has announced export controls on tungsten, antimony, and silver, which are essential for various high-tech industries, potentially impacting US manufacturing capabilities [6][7] - China holds a significant advantage in the production of these metals, controlling 83% of global tungsten production and substantial shares of antimony and silver, which positions it favorably in the trade conflict [6][7] - The export control policy signals China's strategic resource management and its ability to respond effectively to US actions [9][14] Geopolitical Context - The ongoing trade tensions reflect a broader geopolitical struggle, with the US attempting to contain China's growth through military and economic means, while China seeks to expand its influence through initiatives like RCEP and the Belt and Road Initiative [11][13] - China's trade with RCEP countries has reached 50.3%, indicating a successful shift towards regional cooperation amidst US pressures [11] - The economic outlook shows a stark contrast, with the IMF projecting a 2.0% growth for the US in 2025 compared to China's 4.5%, highlighting the differing trajectories of the two economies [11][13] Strategic Implications - The trade conflict underscores the importance of comprehensive strength, strategic foresight, and wisdom in international relations, with China maintaining a steady approach while the US grapples with internal political challenges [14][15] - The focus of this economic rivalry is shifting from immediate outcomes to long-term strategic positioning, with China appearing to solidify its advantages in resource control and industrial capabilities [14][15]