Core Viewpoint - The ongoing tensions in US-China economic relations are exacerbated by the US's frequent provocations, particularly regarding the rare earth supply chain, which China has recognized and is strategically responding to [1][4][9]. Group 1: US-China Economic Talks - The high-level economic talks in Geneva resulted in a joint statement, with China demonstrating goodwill by suspending certain tariffs and non-tariff measures against the US [1][3]. - In contrast, the US quickly issued guidelines for AI chip export controls and cut off sales of semiconductor design software to China, undermining the outcomes of the Geneva talks [3][6]. Group 2: Rare Earth Supply Chain - China controls over 90% of the global rare earth magnet production and has implemented export restrictions, impacting not only the US but also other countries [4][7]. - The US has expressed concerns over China's rare earth export policies while ignoring the fact that these restrictions were not specifically targeting the US [4][6]. Group 3: Strategic Dilemmas - The US faces a strategic dilemma as its automotive industry warns of production disruptions due to potential rare earth supply shortages, while its policies towards China appear chaotic and ineffective [6][9]. - There is a growing recognition that the US underestimates China's bargaining power and resolve to exit negotiations, which could lead to broader economic implications [6][9]. Group 4: Negotiation Dynamics - The negotiation dynamics reveal a fundamental conflict in logic, with China advocating for mutual respect and equal consultation, while the US employs a zero-sum game mentality [7][9]. - The US's strategy of "talking while fighting" has not succeeded in forcing concessions from China and has instead increased uncertainty in global supply chains [9].

【环球时报报道 记者 倪浩】"美单方面不断挑起新的经贸摩擦，加剧双边经贸关系的不确定性、不稳定 性，不仅不反思自身，反而倒打一耙，无端指责中方违反共识，这严重背离事实。"面对美方近日释 放"中方违反中美日内瓦经贸会谈共识"错误言论的做法，中国商务部新闻发言人6月2日表示，"中方坚 决拒绝无理指责。" 《纽约时报》称，综合看来，特朗普政府的这些行动相当于一场美中"脱钩"的激进运动，因为它试图打 破世界上两个最大经济体之间的密切商业联系，并抛弃几十年来两国关系的支柱。但美国政府多个官员 近日却在不同场合罔顾事实，错误宣称中国在履行共识上行动缓慢，甚至称中方违反了日内瓦经贸会谈 共识。 中国国际贸易学会中美欧研究中心主任何伟文告诉《环球时报》记者，中美关系的处理原则是相互尊重 和平等协商，建立磋商机制来解决双方主要关切。美方恰恰违反了这一原则，在处理双方经贸关系上既 缺乏尊重，又没有通过磋商机制，就单方擅自采取了一系列打压措施，之后又倒打一耙，把锅甩给中 方。美方在处理对华经贸关系问题上反复无常且出尔反尔。这的确增加了双边经贸关系的不确定性、不 稳定性。 商务部新闻发言人当天答记者问时表示，5月12日，中美双方发布 ...