Group 1 - The core issue of the US-China trade friction is whether the US will continue to impose tariffs until China concedes, especially with Trump's potential return to power in 2025 [1] - Trump's administration initially implemented tariffs on multiple countries, including China, claiming it was to protect domestic industries, with tariffs on China reaching a total of 20% by March 2025 [3] - Despite the US imposing tariffs, American companies faced rising costs and inflation, while China's export structure adapted, leading to a trade surplus exceeding one trillion dollars by November 2025 [4] Group 2 - The EU, particularly France, has warned about the sustainability of China's trade surplus model and is considering imposing tariffs, yet China's exports remain robust, impacting global logistics [6] - Trump's plans to impose high tariffs on Chinese semiconductors were postponed due to concerns over the global chip supply chain, while tariffs on other countries were raised to as high as 50% [6] - The US labor market showed signs of weakness, with non-farm employment growth significantly below expectations, contrasting with China's strong manufacturing sector [8] Group 3 - The tightening of rare earth export controls has exacerbated supply chain issues for US companies, particularly in defense, highlighting the dependency on Chinese components [10] - The ongoing tariff war has pushed the US economy towards recession, with stagnant consumer spending and declining employment, while China's trade surplus continues to grow [12] - Mexico has begun to impose tariffs on Chinese goods, following Trump's strategy, but the global trade model remains difficult to establish [12] Group 4 - The current situation indicates that China is unwilling to concede, while the US is hesitant to escalate tariffs further, reflecting the complexities of the trade relationship [14] - Trump's initial goal of curbing China's influence to revive US manufacturing faces challenges, including supply chain issues and a lack of skilled labor [14]
美论坛:若中国不低头,美国是否继续加关税,直到中方服软为止?
Sou Hu Cai Jing·2025-12-29 05:05