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全球贸易规则重构
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中美贸易战按下暂停键,美国突然发现,中国令美忌惮的不是经济
Sou Hu Cai Jing· 2025-05-27 00:47
Group 1 - The U.S. government's decision to impose a 100% tariff on Chinese cranes has faced strong opposition from the American Association of Port Authorities, highlighting a new dimension in the U.S.-China economic rivalry [1] - Over 80% of the cranes used in U.S. ports come from China, specifically from ZPMC, with Japanese and European companies' annual production capacity being less than one-fifth of China's [1] - The procurement cost for cranes at the Port of Houston is projected to rise from $100 million to $300 million due to the new tariffs, which could lead to significant challenges for U.S. ports [1] Group 2 - China's ZPMC has seen a 35% year-on-year increase in overseas orders, indicating the ongoing vitality of the Belt and Road Initiative [3] - The U.S. tariff policy has revealed limitations in American strategy, as it fails to revive domestic manufacturing or prevent the spread of Chinese technology standards [4] - The American Port Authorities Association predicts that U.S. ports will incur an additional $6.7 billion in costs over the next decade due to the tariffs, which will ultimately be passed on to U.S. businesses and consumers [6] Group 3 - China's dominance in the port machinery sector is attributed to decades of development, resulting in a complete industrial chain from R&D to service [4] - The integration of global supply chains has not progressed as the U.S. anticipated, with Southeast Asian countries still relying heavily on Chinese suppliers for high-end equipment [6] - The trend of talent flow is shifting, with more Chinese scholars returning home due to U.S. visa restrictions, which is strengthening China's innovation capabilities [9] Group 4 - Infrastructure construction has become a new battleground in U.S.-China competition, with Chinese companies undertaking overseas port and railway projects that often include the export of technology standards [7] - The Regional Comprehensive Economic Partnership (RCEP) has further reduced trade barriers within Asia, with China maintaining its position as the largest trading partner of ASEAN countries [9] - The essence of the U.S.-China rivalry is a competition of development models, with the U.S. attempting to maintain its advantage through sanctions and blockades, while China expands its space through open cooperation [9]