中美达成共识，德国却率先变脸，180度转变令各方错愕

Group 1: Core Insights - The trade friction between China and the U.S. has been ongoing for years, but recent signs of easing have created a complex situation for surrounding countries, particularly the EU [1][3] - A preliminary consensus has been reached in U.S.-China trade negotiations, with China maintaining a proactive stance and core interests while the U.S. seeks stable rare earth supplies [3][11] - The agreement includes a one-year extension of tariffs, reducing certain tariffs to 10%, which is lower than those faced by Japan and South Korea, enhancing the attractiveness of China's supply chain [3][11] Group 2: Germany and EU Response - Germany has quickly shifted its stance, with Chancellor Merz emphasizing the need for Europe to not let the U.S. and China dictate technological futures, launching a "German High-Tech Agenda" [7][9] - The EU has historically attempted to benefit from the U.S.-China rivalry but has not gained significant advantages, leading to a strategic shortfall as the U.S. focuses on other allies [11][13] - The shift in Germany's position highlights the urgency for the EU to pursue technological independence, although internal divisions among member states may hinder cohesive action [11][13] Group 3: Global Trade Dynamics - The recent consensus between China and the U.S. is expected to reshape global trade dynamics, with Japan and South Korea investing heavily to secure lower tariffs, while the EU faces potential losses [13] - China's role as a stabilizer in global trade is emphasized, with trade agreements like RCEP and CPTPP gaining importance amid shifting geopolitical landscapes [13] - The need for substantive actions from Germany and the EU is critical to avoid further industrial pressures, as mere verbal commitments may not suffice [13]