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大豆还没装船,美国就变脸?美贸易代表称继续调查中国
Sou Hu Cai Jing· 2025-11-02 10:44
Group 1 - The U.S. Treasury Secretary mentioned that China has agreed to purchase 12 million tons of U.S. soybeans this quarter and at least 25 million tons annually for the next three years, although there is skepticism about China's compliance with this commitment [1] - The U.S. Trade Representative stated that the Section 301 investigation will continue, indicating that new tariffs on Chinese goods may be imposed in the future [1] - The U.S. government does not fully trust China's promises, and the overall direction of U.S. policy towards China is characterized as "orderly decoupling" [1][3] Group 2 - The statements made by the U.S. Treasury Secretary serve to indicate that the U.S. has not compromised with China and that the trade war pause is merely a strategy for gradual decoupling [3] - The U.S. aims to eliminate its dependence on rare earths within two years, but this goal has been previously stated in 2010, highlighting the challenges in establishing a rare earth supply chain [5] - The strategic competition between the U.S. and China is intensifying, with both sides adjusting their strategies to gain leverage, while the overall advantage appears to be shifting towards China [5] Group 3 - The contradictions faced by the U.S. include the conflict between "America First" and the need for allies, as well as the negative impact of decoupling from China on supply chains and consumer prices [8] - The U.S. attempts to isolate China while simultaneously relying on it, creating an irreconcilable contradiction [8] - The strategy of indiscriminately targeting global trade partners while seeking to rally support against China is inherently contradictory [10]