Workflow
特朗普乖乖履行承诺,中方还有三张王牌在手,每招都能卡美国脖子
Sou Hu Cai Jing·2025-11-07 07:38

Group 1 - The U.S. has fulfilled its commitments to China regarding trade, including the cancellation of the 10% "fentanyl tariff" and the extension of the 24% tariff exemption for another year [1][3] - China has responded with its own measures, including stopping retaliatory tariffs on fentanyl and suspending the 24% tariffs on U.S. goods for one year [3][4] - Analysts view the concessions from both sides as a positive step towards stabilizing U.S.-China trade relations and reducing fears of an escalating trade war [4] Group 2 - China holds significant leverage in three key areas: lithium-ion batteries, semiconductors, and pharmaceuticals, which could pressure the U.S. if utilized [4][6] - In the lithium-ion battery sector, China dominates global production, with companies like CATL and BYD leading the market, controlling 79% of positive electrode materials and 92% of negative electrode materials [6] - China accounts for approximately one-third of the global capacity for mature process semiconductors, which are essential for various industries, including automotive and defense [6] - The pharmaceutical industry heavily relies on China for active pharmaceutical ingredients and precursor chemicals, with many essential drugs and medical supplies sourced from China [8]