中美贸易脱钩

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中国不买,特朗普100多亿农业补贴,根本救不活美国大豆种植户们
Sou Hu Cai Jing· 2025-10-05 05:25
Core Viewpoint - U.S. soybean farmers are increasingly anxious as China, their largest buyer, has not resumed purchases, leading to significant potential losses for the farmers dependent on the Chinese market [2][4]. Group 1: Current Situation - In 2024, U.S. soybean exports to China accounted for about one-fifth of China's imports, generating over $12 billion in revenue for the U.S. However, by 2025, this figure is expected to drop to nearly zero [2]. - Farmers and related interest groups are pressuring Congress and lawmakers to take action to restore soybean sales to China, with President Trump promising around $10 billion to $14 billion in agricultural subsidies to assist soybean farmers [2]. Group 2: Challenges Ahead - The economic decoupling between the U.S. and China is evident, with China's exports to the U.S. dropping to just over $10 billion from January to August 2025, a significant decrease compared to the previous year [8]. - Structural conflicts exist between the U.S. and China, with the U.S. employing measures such as tariffs and pressure, while China is building its countermeasures, including the refusal to purchase U.S. soybeans [9]. - China's confidence stems from its large domestic market and extensive global trade network, making it difficult for the U.S. to completely sever ties without self-harm [11]. Group 3: Future Outlook - Despite the economic distancing, political, military, and strategic ties between the U.S. and China remain, limiting the possibility of complete confrontation [11]. - The current Chinese stance appears to be strategic, allowing for flexibility in negotiations while preserving bargaining chips for future discussions [11]. - While Trump's promised subsidies may alleviate some immediate pressure on farmers, they are unlikely to fundamentally alter the trajectory of U.S.-China soybean trade [11].
48小时内,特朗普态度发生180度翻转,美国已经到了强弩之末
Sou Hu Cai Jing· 2025-06-02 12:44
Core Viewpoint - The article discusses the fluctuating stance of the Trump administration regarding the trade war with China, highlighting the significant impact on both the U.S. economy and public sentiment towards Trump's policies [2][4][24]. Trade War Dynamics - Trump's trade war has led to a chaotic global economic environment, with the U.S. imposing tariffs on various countries, particularly China, in an attempt to exert pressure [4][24]. - The tariffs on Chinese goods have escalated to 145%, while China retaliated with tariffs of 125%, resulting in a substantial decoupling of U.S.-China trade relations [5][9]. Impact on U.S. Economy - The high tariffs have caused American consumers to face increased living costs, as many goods are sourced from China, which are typically cheaper and of good quality [7][11]. - U.S. farmers have been adversely affected, losing significant market share to countries like Brazil for agricultural exports, leading to dissatisfaction among American farmers [9][11]. Shift in Trump's Strategy - After facing backlash from the American public and economic downturns, Trump sought to ease tensions with China, leading to a temporary agreement on tariffs [12][16]. - Despite reaching an agreement, Trump continues to target China in other areas, such as technology and education, indicating a persistent adversarial approach [14][18]. Future Relations - Trump's initial plans to visit China have been stalled, reflecting a lack of genuine intent to negotiate, as he has not lifted tariffs [20][22]. - The article suggests that Trump's approach may ultimately harm the U.S. economy more than it benefits, as American industries rely heavily on Chinese manufacturing and resources [18][24].
美国愿意和解?中国商务部爆出谈判内幕!中美关税持久战开始?
Sou Hu Cai Jing· 2025-05-07 22:56
Group 1 - The core viewpoint of the articles is that the upcoming negotiations between China and the United States in Switzerland are a response to the recent trade tensions, with the U.S. initiating the talks while China maintains a firm stance against concessions [2][4][10] - The negotiations are seen as a potential first step towards de-escalating the ongoing trade war, although it is unlikely that a concrete agreement will be reached in the initial discussions [4][10] - The U.S. has shifted its approach, with President Trump acknowledging the high tariffs and expressing a willingness to negotiate, indicating a change in strategy as the U.S. faces economic pressures [8][17] Group 2 - China's position is characterized by a strong resolve to withstand the pressures of high tariffs, demonstrating a commitment to not yield to U.S. demands, which is a significant shift from previous negotiations [5][7][10] - The U.S. Treasury Secretary, Bessent, is aware that the trade war is detrimental to the U.S. economy, as the burden of tariffs ultimately falls on American consumers and importers [13][15] - The articles suggest that the current trade conflict is a prolonged struggle, with both sides preparing for a long-term engagement rather than a quick resolution [10][18]
美国从此将失去拿捏中国重要手段:世贸预测中国对美出口下降77
Xin Lang Cai Jing· 2025-05-07 02:16
Core Viewpoint - The article discusses China's resilience and strategic pivot in response to U.S. tariffs and technology restrictions, highlighting significant growth in domestic industries and international trade partnerships despite external pressures [1][4]. Group 1: Technology Sector - China's self-sufficiency in chip production increased from under 20% to 35% in 2023, with a 30% growth in domestic chip output [4][6]. - Huawei's 5G equipment sales in Europe rose by 25%, accounting for 30% of its global revenue, showcasing its ability to penetrate markets despite U.S. restrictions [6][10]. Group 2: Trade Dynamics - In 2023, China's exports to ASEAN increased by 8.1%, making ASEAN its second-largest export market, surpassing the U.S. [8][10]. - A significant agricultural trade deal with Brazil reached $40 billion, with Brazil becoming China's largest soybean supplier [8][10]. Group 3: Currency Internationalization - The share of the Chinese yuan in global trade settlements rose to 6.2% in 2023, with a 20% increase in transactions through the Cross-Border Interbank Payment System (CIPS) [10][12]. - A financial agreement with Singapore led to a 40% increase in yuan-denominated transactions, particularly in semiconductor exports [12][14]. Group 4: Domestic Consumption - Domestic consumption contributed 82.5% to GDP in 2023, with a 37.9% surge in electric vehicle sales driven by government incentives [14][16]. - BYD established Africa's first electric vehicle assembly plant in Kenya, producing 5,000 vehicles annually, highlighting the expansion of Chinese technology into new markets [16].
美国妥协?白宫成立紧急工作组!特朗普:中美关税战可能结束!
Sou Hu Cai Jing· 2025-04-21 01:54
中美关税战可能迎来一个"重大利好"?特朗普说中美关税战可能结束? 特朗普"妥协"?中美关税战可能结束? 这虽然是新加坡媒体的一个标题,但是从最新消息来看,美国确实有"妥协"和"认怂"的意味。当然作为超级大国,特朗普肯定不会说是美国撑不住了,所以 才找中国谈判。 但是由于中国这边实在态度强硬。甚至当特朗普说,自己已经做好了谈判准备,只等北京来电话的时候,中国仍然一个电话都不愿意打过去。 而正当我们已经做好中美关税战和中美脱钩准备的时候,白宫传来消息:设立工作组,紧急处理和中国加征关税的问题。 白宫设立紧急工作组。 那么,中美关税战的最新情况如何?这是否意味着美国将取消对华加征关税?中美之间的贸易能否"重启"?今天我们就来谈谈这些话题,码字不易,欢迎点 赞,转发,收藏。 白宫启动对华谈判,特朗普"偷偷"妥协 众所周知,这次贸易战是美国跳起来的。特朗普最先发动"对等关税"。还把中国关税加到54%左右。按照这个税率,中美两国的贸易已经开始脱钩。 但中国和其他国家不同,我们挨打了会反击。所以我们开始对美国加征额外关税。特朗普觉得中国牛啊,竟然敢反抗,于是继续加关税。 中国和美国都不是愿意认输的主。所以到现在中美之间的关 ...
中美贸易领域是否存在脱钩可能?海关总署回应
券商中国· 2025-04-14 07:21
海关总署针对中美贸易局势最新回应 4月14日,国务院新闻办公室举行一季度有关经济数据例行新闻发布会,海关总署副署长王令浚介绍2025 年一季度进出口情况,并答记者问。 美国国际市场新闻社记者:近期中美贸易紧张局势不断升级,对中美贸易具体会产生多大影响?贸易领域 是否存在脱钩的可能?中国将如何应对? 海关总署副署长王令浚:4月9日,中国政府发布《关于中美经贸关系若干问题的中方立场》白皮书,这个 文本想必您已经看过,这个白皮书以大量的事实和数据表明,中美经贸关系的本质是互利共赢,是经济规 律作用的结果,具有强大的内生动力。今年一季度,在美国政府滥施关税的干扰和冲击下,中美双边贸易 仍保持增长,进出口规模1.11万亿元,增长4%。 美国以各种借口宣布对包括中国在内的所有贸易伙伴滥施关税,前面讲了,这不可避免地对全球包括中美 在内的贸易造成负面影响。 美方所谓"对等关税",颠覆现有国际经贸秩序,将美国利益凌驾于国际社会公利之上,是典型的关税霸凌 行为,严重违反世界贸易组织规则,严重损害以规则为基础的多边贸易体制,严重冲击全球经济秩序稳 定。 贸易战没有赢家,保护主义没有出路。美国政府所作所为已经引起全球普遍反对,中方 ...