零和思维
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关税战败露真相!美国34%关税遭反制,中国制造为何越打越强?
Sou Hu Cai Jing· 2026-02-19 05:14
Core Viewpoint - The article discusses the ineffectiveness of U.S. tariffs in undermining China's manufacturing strength, highlighting that China's industrial capabilities cannot be defeated by tax increases alone [1][9]. Group 1: U.S.-China Trade Relations - The U.S. initiated a sudden tariff war against China, imposing a 34% tariff on Chinese goods, which escalated to a maximum of 145%, leading to significant disruptions in bilateral trade [3][5]. - China's response to U.S. tariffs has been to match them equally, demonstrating resilience and a refusal to back down, which has resulted in a near standstill in trade [5][7]. Group 2: Economic Misjudgments - The U.S. made two major misjudgments: underestimating China's reliance on exports and overestimating China's fear of economic retaliation [7][9]. - The U.S. domestic market faced shortages and rising prices due to the tariffs, leading to public discontent and pressure on U.S. businesses [5][9]. Group 3: China's Industrial Strength - China's manufacturing capabilities are supported by a complete industrial chain and strong production capacity, making it difficult for the U.S. to weaken China's economic position through tariffs [11][12]. - In high-tech sectors, China has made significant advancements, particularly in conventional chip manufacturing, where it has become the largest global producer [11][12]. Group 4: Future Strategies - The article suggests that the U.S. must abandon its zero-sum mentality and recognize China's development as an opportunity for global economic growth rather than a threat [12]. - Cooperation and mutual development are emphasized as the path forward for both nations, rather than continued confrontation [12].
46亿美元大桥,成特朗普最新“筹码”
Xin Lang Cai Jing· 2026-02-10 13:53
Core Viewpoint - The article discusses how former President Trump has transformed the Gordie Howe International Bridge, a $4.6 billion project intended to symbolize trade facilitation and international cooperation, into a political tool and a "bill" for perceived grievances against Canada [1][10]. Group 1: Trump's Perspective on the Bridge - Trump has stated that the bridge will not be allowed to open unless the U.S. receives "full compensation," suggesting that the U.S. should own at least half of the bridge despite Canada bearing all costs and responsibilities [3][6]. - The bridge has become a symbol of Trump's zero-sum mentality, where every action by allies is viewed as a potential loss for the U.S., leading to a demand for compensation for perceived slights [6][8]. Group 2: Impact on Public and International Relations - The bridge, which should facilitate trade and ease of movement for citizens, is instead being used as a weapon for political leverage, with the focus shifting from public benefit to political calculations [10][11]. - Local citizens, such as truck drivers and commuters, are caught in the middle of this political game, with their needs for transportation and trade being sidelined by Trump's demands for respect and compensation from Canada [11][12]. Group 3: Broader Implications - The situation reflects a broader trend in Trump's approach to international relations, where allies are punished for not aligning with U.S. interests, turning public infrastructure into a bargaining chip [8][10]. - The bridge's original purpose of fostering cooperation and trust has been completely undermined, illustrating how public goods can be distorted into instruments of political power [10][11].
英媒:全球经济的最大威胁——悲观情绪
Huan Qiu Shi Bao· 2026-01-26 22:55
Core Viewpoint - Pessimism is identified as a major economic issue globally, with a lack of positive sentiment affecting economic performance and decision-making [1][2]. Group 1: Global Sentiment and Economic Impact - Pessimistic sentiment is spreading globally, with consumer confidence in the U.S. near historical lows and European economic confidence indices below long-term averages for three consecutive years [1]. - A survey of 27,000 voters and business leaders across the U.S., U.K., Canada, EU, and Japan reveals that most respondents believe the next generation will face a more challenging life, indicating a widespread belief in systemic inequality favoring the wealthy [1][2]. - In an international poll of nearly 60,000 people, the number of economic pessimists in the U.K. and Japan is approximately double that of optimists, while in Germany, the ratio is nearly 12 to 1 [2]. Group 2: Behavioral and Policy Implications - Persistent pessimism is a significant constraint on the global economy, leading to reduced investment and a shift towards zero-sum thinking, where one party's gain is perceived as another's loss [2][3]. - The concept of "uncertainty shock" arises from increased pessimism, causing households and businesses to delay high-risk decisions, which is evident in the reduced hiring rates in the U.S. despite GDP growth [3]. - A belief in economic system opacity fosters zero-sum thinking, leading to support for wealth redistribution policies rather than economic growth, with many individuals viewing AI as a threat to job opportunities [3]. Group 3: Fiscal Discipline and Political Environment - Pessimism undermines fiscal discipline, as voters with low confidence are less tolerant of short-term sacrifices, making it difficult to implement austerity measures [4]. - Historical examples show that successful fiscal tightening requires public belief in future rewards, which is lacking in the current environment, leading to resistance against necessary economic adjustments [4]. - The greatest threat to the global economy is not just the data itself but the political ecology shaped by pessimistic sentiment, necessitating government action to foster a more optimistic societal outlook to drive economic growth [4].
贸易治理需要超越零和思维(国际论坛)
Ren Min Ri Bao· 2026-01-21 23:31
滥施关税扭曲全球资源配置,让发展中国家数十亿民众不得不为被抬高的生活成本买单。全球南方国家 的工业化进程正面临关税压力。印度纺织业者面对美国高额关税威胁时,不得不考虑将生产基地进行迁 移;南非钢铁制造商因美国关税条款失去关键市场,将导致工业化战略受挫。这些案例揭示了一个现 实:关税已成为发达国家遏制后发国家产业升级、维持其经济霸权的手段。普通民众承受着最直接的代 价。耶鲁大学预算实验室报告显示,美国政府实施新一轮关税措施将导致其国内物价水平短期内上涨 1.8%,相当于平均每户家庭损失2400美元。 面对系统性压力,发展中国家展现出具有韧性的发展策略,例如通过区域内自贸协定加强内部融通。全 球南方国家并不寻求特殊优待,而是要求打破结构性歧视,建立真正体现互惠原则的贸易框架,既允许 后来者在价值链上实现攀升,也能助力先发国家获得持续增长的新动能。21世纪的贸易治理需要超越零 和思维,建立基于平等发展权利的新型贸易规则。 在全球产业链复杂交织的今天,任何国家都无法独善其身。各方携手建立公平、包容、可持续的全球贸 易体系,不仅是道义要求,更是实现共同繁荣的必由之路。 (作者为南非外交学会会长、南非《外交》杂志主编 克 ...
贺文萍:强迫非洲“选边站队”已不现实
Xin Lang Cai Jing· 2026-01-16 23:11
Group 1 - Kenya has achieved zero-tariff access for 98.2% of its products to the Chinese market, following ongoing communication between the two countries regarding tariff exemptions for African products announced by China for 2025 [1] - The U.S. has reportedly pressured Kenya regarding its trade agreements with China, suggesting that such cooperation could jeopardize Kenya's prospects of joining the U.S. "Strategic Trade and Investment Partnership Agreement" [1] - The U.S. has a history of exerting pressure on African nations, as seen in its actions against South Africa, indicating a pattern of increasing assertiveness in its foreign policy towards Africa [2] Group 2 - Historically, African nations have struggled with external pressures and influences, often lacking the agency to make independent choices in their development paths [3] - There is a growing recognition among African countries that their foreign relations should be based on mutual respect and equality, moving away from the notion of "choosing sides" [4] - Many African nations are pursuing political stability and economic reforms, aiming to capitalize on new industrial development opportunities, reflecting a shift towards self-determined development strategies [4] Group 3 - The U.S. is attempting to maintain its influence in Africa by pressuring specific countries like Kenya, which holds significant regional importance, while imposing strict political and economic conditions [5] - Kenyan scholars emphasize the importance of balancing relationships with both China and the U.S., highlighting the impracticality of being forced into a binary choice between the two [5] - African nations are increasingly focused on their development progress rather than external pressures to align with specific powers, indicating a shift towards a more proactive role in international relations [5]
“美国优先”撞上北极秩序 格陵兰岛风波升级
Xin Lang Cai Jing· 2026-01-16 00:32
北约迎来"承压测试" 1月14日,在格陵兰岛努克一家餐厅里,人们通过电视观看丹麦外交大臣拉斯穆森和格陵兰岛自治政府 外长莫茨费尔特在美国华盛顿结束同美方官员会晤后举行的新闻发布会。视觉中国供图 1月14日,美国副总统万斯和国务卿鲁比奥在华盛顿与到访的丹麦外交大臣拉斯穆森和格陵兰岛自治政 府外长莫茨费尔特举行会谈。就在会谈前几个小时,美国总统特朗普再次威胁要"接管"格陵兰岛。会晤 过后,拉斯穆森表示,不尊重丹麦领土完整和格陵兰人民自决权的观点"完全不可接受",双方仍存 在"根本性分歧"。 特朗普自2025年重返白宫以来,多次扬言要让美国得到丹麦自治领地格陵兰岛。这座冰封的世界第一大 岛,为何成为美国紧盯的目标?围绕格陵兰岛展开的博弈,又将会如何发展?中青报·中青网记者专访 中国社会科学院美国研究所副研究员张一飞进行解读。 美国对格陵兰岛觊觎已久 特朗普1月14日在社交媒体发文,称美国需要得到格陵兰岛"以维护国家安全",这对美国正在建设的"金 穹"导弹防御系统至关重要。他还宣称,北约应"引领我们得到它",若格陵兰岛在美国手中,"北约将变 得更加强大和高效"。 格陵兰岛大部分位于北极圈内,连接北极、加拿大西北航道与 ...
澳媒:想赢得太平洋,首先要停止甩锅中国
Xin Lang Cai Jing· 2026-01-09 22:52
Core Viewpoint - The article emphasizes that Australia must learn to listen and stop blaming China for issues in the Pacific region, as this mindset has harmed Australia's national interests [1]. Group 1: Australia-China Relations - Australian media's portrayal of the Australia-China relationship oscillates between understatement and exaggeration, which may mislead the public about the challenges in the Pacific [2]. - The narrative that China's influence in the Pacific is solely due to its actions overlooks the fact that Beijing meets the actual needs of Pacific nations, such as infrastructure development and educational support [2]. Group 2: Perception of Pacific Nations - The agreements between Pacific nations and China are based on domestic needs rather than manipulation by China, reflecting a sovereign choice for diversified partnerships [2]. - The paternalistic approach of Australia has driven neighboring countries to seek diversified foreign relations, as they feel neglected [2]. Group 3: Western Media and Political Elite - There is a deeper cognitive blind spot among Western media and political elites regarding the importance of equality and respect in relations with Pacific nations [3]. - China's positioning as a developing country resonates more with Pacific nations compared to the condescending attitudes from Canberra or Washington [3]. - A zero-sum mentality damages political ecology and economic efficiency, while a multipolar Pacific framework aligns better with Australia's long-term security interests [3].
“中国品牌”不应成为德方保护主义借口
Huan Qiu Wang· 2025-12-22 22:24
Group 1 - The recent political controversies in Germany regarding Chinese electric vehicles reflect a departure from the traditional values of precision, rationality, and openness associated with German industrial civilization [1] - German Finance Minister Lindner expressed dissatisfaction with Deutsche Bahn's procurement of buses from BYD, advocating for a "healthy local industry patriotism" and suggesting that orders should go to German or European manufacturers [1] - The German government announced the restoration of electric vehicle purchase subsidies, raising concerns among Deloitte's automotive experts about the potential flow of subsidy funds to China, indicating a tendency to politicize normal market choices [1][2] Group 2 - Responsible "local industry patriotism" should focus on the long-term competitiveness of national industries rather than short-term market share, avoiding the exclusion of foreign products and investments [1] - The procurement of 3000 buses by Deutsche Bahn, with only about 200 from BYD produced in Hungary, exemplifies a rational business choice based on globalization and cost efficiency [1] - Concerns about subsidies benefiting Chinese companies reflect a zero-sum mentality, overlooking the interconnected nature of modern industrial chains and the economic activities generated by electric vehicle sales [2] Group 3 - Viewing external competition as a "survival threat" can obscure the urgency of addressing structural issues within the German automotive industry during its transition to electrification and digitalization [3] - The challenges faced by the German automotive sector are a result of technological paradigm shifts rather than pressure from any specific country, and focusing solely on excluding Chinese competition may hinder necessary self-reform [3] - The future of the German automotive industry depends on its ability to embrace self-criticism and innovation rather than relying on geopolitical narratives to protect against competition [3] Group 4 - By 2030, the global shortfall in new energy vehicles is projected to reach 27 million units, indicating strong complementarity between China and Germany in the electric vehicle sector [4] - Both countries can share the development dividends along the production and supply chain in a healthy atmosphere of open cooperation [4]
社评:“中国品牌”不应成为德方保护主义借口
Huan Qiu Wang· 2025-12-22 16:38
Core Viewpoint - The recent political debates in Germany regarding Chinese electric vehicles reflect an anxiety that contrasts with the country's traditional values of precision, rationality, and openness [1] Group 1: Domestic Industry Patriotism - German Finance Minister Lindner expressed dissatisfaction with Deutsche Bahn's procurement of buses from BYD, advocating for a "healthy domestic industry patriotism" that favors local or European manufacturers [1] - The procurement order from Deutsche Bahn exceeds 3,000 vehicles, with BYD winning only about 200 units, which are produced in Hungary and thus qualify as "European manufacturing" [1] Group 2: Subsidy Policy Concerns - The German government's decision to reinstate electric vehicle purchase subsidies has raised concerns among Deloitte's automotive experts about the potential flow of subsidy funds to Chinese companies [2] - The anxiety surrounding subsidies reflects a zero-sum mentality, overlooking the interconnected nature of modern industrial chains [2] Group 3: Global Economic Integration - The sale of an electric vehicle does not solely result in capital outflow but stimulates local economic activities such as logistics, sales, after-sales services, and charging infrastructure [2] - Cutting off this economic chain could lead to higher transition costs for European consumers and a loss of competitive vitality for local companies [2] Group 4: Challenges in the Automotive Industry - The challenges faced by the German automotive industry stem from the transition from internal combustion engines to electric and digital technologies, rather than being a result of competition from other countries [3] - Political measures to protect outdated capacities may provide temporary comfort but can lead to a loss of vitality for the protected industries [3] Group 5: Future of the Automotive Industry - The future of the German automotive industry depends on its ability to embrace self-criticism and innovation rather than on excluding competitors [3] - The growth of the Chinese electric vehicle industry is not aimed at undermining European industry but is part of a global response to climate change [3] Group 6: Cooperation Potential - According to the International Energy Agency, there will be a global shortfall of 27 million electric vehicles by 2030, indicating strong complementarity between China and Germany in the electric vehicle sector [4] - Both countries can share the development dividends along the production and supply chain in a healthy atmosphere of open cooperation [4]
刚拿到稀土通行证,欧盟就来了招突击检查,还好中方留了一手
Sou Hu Cai Jing· 2025-12-22 08:18
Group 1 - China has issued longer-term rare earth export licenses to some European companies, which initially seemed like a positive development, but the EU responded with investigations and inspections, indicating a sudden shift in stance [1][3] - The EU's actions are not merely trade disputes but are driven by political motives, particularly concerns over China's rising influence in key sectors like electric vehicles and digital technology [3][5] - The EU's investigations into Chinese companies are seen as a way to align with the U.S. amidst changing political dynamics, particularly with the return of Trump and his "America First" policies [5][10] Group 2 - China's approval of rare earth exports is based on the stability of global supply chains and international responsibilities, maintaining control over the export process [7][10] - The EU's discriminatory and uncertain business environment is causing unease among investors, including European companies that have deep ties with Chinese firms [10][12] - The relationship between China and the EU is characterized by mutual dependence, and any attempts by the EU to simultaneously benefit from China's supply while restricting Chinese companies will likely lead to a lose-lose situation [12][13]