特朗普又变脸？前脚对华加税160%，后脚通告全球：中美关系非常好

Group 1 - The article discusses the recent U.S. decision to impose punitive tariffs exceeding 160% on battery-grade graphite imported from China, indicating a strong stance against China while simultaneously showing a desire for diplomatic engagement [1][5]. - The U.S. Commerce Department's announcement of these tariffs is framed as an effort to protect domestic industries, claiming that Chinese companies benefit from government subsidies, thus undermining fair competition [1][5]. - Despite the aggressive tariff measures, U.S. President Trump has expressed a willingness to visit China in April, suggesting a complex political strategy that balances domestic pressure with the need for international cooperation [1][3][5]. Group 2 - Battery-grade graphite is identified as a critical material in the modern lithium battery technology, essential for electric vehicles, with an average requirement of 50 to 100 kilograms per vehicle, significantly more than cobalt [7][9]. - The global supply of natural graphite is predominantly controlled by China, which holds over 90% of the market share for battery-grade graphite production and processing, making it difficult for the U.S. to establish an independent supply chain [9]. - The imposition of tariffs is likely to harm U.S. electric vehicle manufacturers, such as Tesla, which rely on affordable Chinese graphite to maintain competitive pricing and production efficiency [9].