局势恶化，特朗普拉30国反华，中国包机将飞瑞士，美债出现抛售潮

Core Viewpoint - Trump's recent actions highlight a hardline stance against China, particularly targeting the rare earth industry through a presidential announcement aimed at reducing U.S. dependence on Chinese rare earth resources [1] Group 1: U.S. Policy Changes - The announcement indicates a significant shift in U.S. policy, moving from a temporary thaw in relations to a renewed focus on rare earth resources, which are deemed a national security threat [1] - Trump has proposed a 180-day plan to reduce reliance on Chinese rare earths and to establish domestic mining and processing capabilities [3] - The plan involves negotiations with suppliers, likely targeting traditional allies, to create a new supply chain centered around U.S. national security [3] Group 2: Challenges and Responses - There are doubts about whether Western countries will abandon their cooperation with China for U.S. interests, as establishing a new supply chain requires significant investment and time [7] - Analysts suggest that building a new rare earth supply chain could take at least ten years, posing challenges to Trump's 180-day plan [7] - In response to U.S. pressure, China has strengthened its control over domestic rare earth production and maintains a dominant position in global processing technology, holding 92% of the world's rare earth processing capabilities [7] Group 3: China's Strategic Moves - China has been reducing its holdings of U.S. Treasury bonds, indicating a strategic response to U.S. actions and a long-term view of the ongoing U.S.-China rivalry [9] - China's participation in international forums, such as the Davos Economic Forum, showcases its commitment to multilateral cooperation and contrasts with U.S. unilateralism [9] - Increasing support for China's multilateralism is observed among various countries, reflecting a growing skepticism towards U.S. unilateral policies [11]