Sou Hu Cai Jing·2025-12-19 08:09Group 1 - The core concern for the U.S. is not that China is trying to disrupt the existing rules, but rather that China is effectively navigating and leveraging the rules set by the U.S. to enhance its own influence [1][6] - The initial expectation that tariffs would bring manufacturing back to the U.S. has proven flawed, as the country is no longer a low-cost manufacturing hub, leading to increased costs without the desired industrial return [3][4] - The U.S. is experiencing a paradox where, despite political rhetoric advocating for decoupling from China, the actual economic ties and dependencies have become more intricate and costly [11][19] Group 2 - China's entry into the WTO was initially perceived as a means to remain a low-end manufacturer, but it has instead utilized the rules to advance its industrial capabilities and technological innovation [7][16] - The solar energy sector exemplifies the U.S.'s reliance on China, with over 80% of photovoltaic components sourced from Chinese manufacturers, highlighting the challenge of altering this dependency through political means [15] - The electric vehicle market has seen a significant shift, with BYD surpassing Tesla in sales, indicating a broader trend of Chinese companies gaining substantial market share and establishing a robust industrial ecosystem [16][18] Group 3 - The U.S. is struggling to adapt to a new global landscape where rules are being redefined rather than overturned, leading to a multi-node system rather than a single dominant center [19] - The complexities of global supply chains mean that attempts to isolate China may inadvertently increase costs and risks for U.S. companies, as they remain reliant on Chinese components and materials [9][11] - The political and economic dynamics suggest that the U.S. must confront the reality of a restructured global order, where traditional methods of maintaining dominance are becoming less effective [19]