贸易冲突再升级——政策周观察第50期

Core Viewpoint - The article discusses the escalation of the China-U.S. trade conflict, highlighting new tariffs and export controls imposed by both countries, which could significantly impact trade dynamics and supply chains [2][3][12]. Group 1: Trade Tariffs and Export Controls - On October 10, U.S. President Trump announced a 100% tariff on all Chinese goods starting November 1 [2]. - China has implemented export controls on key materials, including rare earth elements and lithium batteries, effective from November 8, 2025, asserting that the impact on supply chains is minimal [2][12]. - The U.S. plans to impose export controls on all critical software to China, with potential early implementation [2]. Group 2: Regulatory Measures and Charges - The U.S. Department of Commerce added several Chinese entities to its export control list on October 8, while China activated its "unreliable entity list" against foreign companies [3]. - Starting October 14, the U.S. will impose port fees on Chinese shipping, prompting China to retaliate with special port fees on U.S. vessels [3][13]. - Qualcomm is under investigation by China's market regulator for alleged antitrust violations as of October 12 [3]. Group 3: Political Developments - The 20th Central Committee's Fourth Plenary Session is scheduled for October 20-23, focusing on the 14th Five-Year Plan, emphasizing the importance of the Party's leadership in economic and social development [4][8]. - The meeting will address high-quality development, risk prevention, and the integration of market mechanisms with government intervention [8]. Group 4: Recent Policy Announcements - On September 28, the National Development and Reform Commission announced measures to combat price competition in key industries [11]. - A notification on September 30 established domestic product standards for government procurement, providing a 20% price deduction for domestic products in competitive bidding [11]. - The Ministry of Commerce confirmed that China's export controls are not prohibitive and will allow compliant applications for civilian use [12].