Group 1 - The core point of the article highlights that the U.S. tariffs have not significantly disrupted the global supply chain in China, as many companies have only partially relocated their production while maintaining substantial operations in China [1][2][4] - In January, Chinese factories experienced notable growth in orders, production, and revenue, with industrial output increasing significantly compared to the previous year, indicating resilience against the tariff impacts [1][2] - Container handling at major Chinese ports surged by 40% year-on-year as of February 1, marking the fastest growth rate in a year, contrasting sharply with the previous average weekly growth of about 10% [1] Group 2 - U.S. companies have begun to accept the reality of the tariff situation, realizing that maintaining partnerships with Chinese firms is more beneficial than abandoning the Chinese market due to the high cost of alternatives [2][4] - The U.S. government's approach has shifted from unilateral pressure to pragmatic engagement, as evidenced by the Treasury Secretary's visit to Beijing and preparations for high-level talks [2][4] - The long-term high tariffs have created significant economic pressure in the U.S., leading to rising inflation and costs, prompting businesses to lobby for tariff reductions [4]
美国挥关税大棒一年,中国却忙到超负荷,难怪特朗普必须要来一趟
Sou Hu Cai Jing·2026-02-16 05:23