中国对钢铁部分产品实施出口许可证只是警告：真正动手美国会窒息

Core Viewpoint - China has implemented an export licensing system for hundreds of steel products, which may seem counterintuitive given the perception of steel as a declining industry. However, this move is a strategic response to U.S. tariffs and reflects China's deeper leverage in global supply chains [1][3]. Group 1: Export Licensing and Strategic Implications - The introduction of the export licensing system for steel products is a warning to Western countries, particularly Japan, South Korea, and Europe, highlighting China's control over critical supply chains [3]. - The restriction on steel exports has led to immediate shortages in various industries, including shipbuilding, automotive, hardware, and even semiconductors, indicating the interconnectedness of these sectors with steel supply [3]. Group 2: Broader Economic and Geopolitical Context - The potential exclusion of China from Western supply chains raises significant concerns, particularly regarding the pharmaceutical industry, where China supplies over 90% of the raw materials for U.S. drugs [5]. - China's compliance with negotiation commitments has contributed to the urgency of the U.S. to resolve trade tensions, as the country has shown restraint but may not maintain this stance indefinitely [5].