美国现在的困局告诉中国：打败美国的最好方法，就是一步也不能退

Core Viewpoint - The trade friction with China in 2025 exposed long-standing structural economic issues in the U.S., revealing vulnerabilities in its economy that have been neglected due to the dollar's status as a global reserve currency [1]. Group 1: Economic Impact - The Trump administration's attempt to impose tariffs ranging from 10% to 145% on Chinese goods aimed to stimulate domestic manufacturing and reduce trade deficits, but instead exacerbated inflation and increased household expenses by hundreds of dollars [3][10]. - The U.S. manufacturing sector's operating rate was only 75%, significantly below historical peaks, indicating a hollowing out of domestic production capabilities [10]. - The reliance on financial markets for short-term gains has led to a neglect of the real economy, amplifying weaknesses during the trade conflict [10][20]. Group 2: Supply Chain and Resource Dependency - The U.S. is heavily dependent on China for rare earth elements, with over 80% of its refined rare earths sourced from China, posing risks to national security and defense capabilities [5][9]. - China's implementation of a rare earth export licensing system in April 2025 targeted U.S. technology and defense industries, forcing American companies to reassess their supply chains and compliance costs [7][12]. - The U.S. has attempted to relocate manufacturing to countries like Vietnam and Mexico, but infrastructure and skill levels in these regions have led to production delays and quality issues [5]. Group 3: Strategic Responses - China's proactive strategy in the trade conflict, focusing on critical minerals, has shifted the negotiation dynamics, compelling the U.S. to make concessions [14][20]. - The U.S. has allocated $134 million for rare earth recycling, but the short-term impact is limited, highlighting the challenges in establishing an independent supply chain [19]. - China's dominance in rare earth processing, with a global production share of 90%, makes it difficult for U.S. allies to fill the supply gap in the short term [16].