Group 1 - The trade war initiated by the U.S. under Trump's administration has intensified, with significant tariffs imposed on Chinese electric vehicles and solar batteries, leading to increased costs for American companies and consumers [2] - Despite the tariffs, China's exports of photovoltaic components and batteries have seen substantial growth, with a 25% increase in solar component exports and a 23% increase in battery exports in the first half of the year [2] - In response to U.S. sanctions, China has implemented export controls on rare earths and permanent magnets, which are critical for high-tech and defense applications, potentially impacting U.S. military capabilities [4][6] Group 2 - The U.S. has faced challenges in its manufacturing sector, with the manufacturing purchasing managers' index dropping below 48, indicating contraction, while China maintains a strong position in the global supply chain, particularly in the renewable energy sector [8] - China's dominance in the global supply chain is evident, with 90% of the global market share in the renewable energy sector, and significant export figures, including $52 billion in electric vehicle exports and $7.6 billion in battery exports in the first eight months [8] - The response from other countries to China's export controls has been muted, as many nations rely on Chinese markets and materials, with significant trade volumes between China and "Belt and Road" countries [12][14] Group 3 - The U.S. strategy of "friend-shoring" has not yielded the expected results, as countries like Vietnam and India face logistical challenges and infrastructure bottlenecks, while China continues to strengthen its supply chain resilience [16][20] - China's Belt and Road Initiative is expanding, with investments in green energy projects and mineral supply chains, indicating a long-term strategy to enhance its global trade network [18][22] - The resilience of China's supply chain is attributed to its comprehensive policies and strong partnerships, positioning it favorably in the face of U.S. trade pressures [22]
美国被反击,全世界集体沉默,为什么越被打压,中国反而越稳?
Sou Hu Cai Jing·2025-11-28 12:32