擒贼先擒王，商务部宣布：对日本征69%反倾销税，对美国征收220%

Group 1 - The Chinese Ministry of Commerce announced anti-dumping duties of up to 220.9% on imported polyphenylene sulfide (PPS) from the United States and up to 69.1% from Japan, marking a strategic response to perceived threats in the supply chain [2][6] - PPS is a critical material in high-end manufacturing, known for its high-temperature resistance and corrosion resistance, widely used in sectors such as electric vehicles, 5G infrastructure, aerospace, and semiconductors [4][6] - China is the largest consumer of PPS globally, importing nearly 30,000 tons annually, with a self-sufficiency rate of less than 50%, indicating a reliance on foreign suppliers [4][6] Group 2 - The anti-dumping duties are based on significant evidence of dumping by U.S. and Japanese companies, which, if unaddressed, would lead to unfair competition for domestic leaders like Xinhecheng and Water Holdings [6][8] - The disparity in tax rates reflects the severity of dumping practices, with the U.S. facing the highest rates due to its aggressive technology restrictions against China, making the 220% duty a countermeasure against U.S. "technological hegemony" [6][8] - Japan's tiered tax approach targets companies linked to right-wing forces and military industries, indicating a calculated economic response rather than mere diplomatic protest [8][14] Group 3 - The geopolitical context includes Japan's military actions in the region, which are perceived as direct provocations towards China, further complicating the trade dynamics [10][12] - The U.S. maintains a dual approach, publicly advocating for trade cooperation while simultaneously enforcing technology restrictions, creating a "tech cold war" atmosphere [12][16] - Japan's economic dependency on the Chinese market, particularly in sectors like automotive and electronics, makes it vulnerable to China's retaliatory measures, such as tightening rare earth exports [14][23] Group 4 - The anti-dumping measures are part of a broader strategy to safeguard China's high-end manufacturing sector and respond to challenges posed by U.S.-Japan collaboration [23][25] - The situation underscores the importance of respecting post-war international order and avoiding unilateral provocations to prevent economic backlash [25][27] - Future developments will depend on whether Japan and the U.S. recognize their missteps and adjust their strategies accordingly [18][20]