美国本以为通过关税战能将制造业带回美国，遏制中国发展，结果却适得其反。美国的农民遭遇了重创，拖拉机销量持续下滑；制造业不仅没有回流，失业 率反而不断上升；所谓的关税收益，比起美国巨大的财政赤字不过是杯水车薪。而在对美出口减少的情况下，中国的贸易顺差依然突破了万亿美元，用具体 的数字证明了美国霸权的衰落，也证明了最终还是中国占了上风。这场胜利的背后，是中国敢于斗争、善于斗争的智慧。中国不主动挑起争端，但绝不会退 缩，面对美国的极限施压，始终以对等的方式进行反击；我们不追求单方面的利益，只坚持公平原则，让美国的关税壁垒成为国际社会的笑柄。150多个国 家的支持，既是对中国发展模式的认同，也是对美国霸权主义的集体反抗。从2013年一带一路倡议启动，到2025年关税战胜利收官，中国用了13年时间，深 刻证明了霸权主义行不通，合作共赢才是唯一的正确道路。突破万亿贸易顺差并非终点，而是新的起点。拥有150多个伙伴的并肩作战，以及多年积累的韧 性，未来无论面临任何挑战，中国都能充满底气。此次胜利更是向全球宣告：美国霸权已经失去力量，公正最终会赢得人心，实力造就底气，全球未来，注 定由中国引领！ 这一切的故事要从2013年开 ...

Core Viewpoint - The recent threats by Trump to impose an additional 100% tariff on Chinese goods highlight the U.S.'s panic and helplessness regarding its dependence on Chinese rare earth elements, particularly in the context of national security and military capabilities [1][12]. Group 1: U.S. Dependence on Chinese Rare Earths - Approximately 70% of the U.S.'s rare earth supply is imported, with China controlling 90% of the global medium and heavy rare earth refining capacity [4]. - 75% of the U.S. military supply chain relies on Chinese rare earth exports, indicating a critical vulnerability in national defense [4]. - The U.S. military's reliance on Chinese rare earths is evident, as 87% of the supply chain for 153 types of military equipment is dependent on Chinese processing [3]. Group 2: Challenges in Reducing Dependence - The true advantage of China in the rare earth sector lies in its complete industrial chain, from mining to manufacturing, along with decades of accumulated technological patents [5]. - Despite significant investments, Japan has struggled to reduce its dependence on Chinese rare earths, with over 70% still reliant on imports [5]. - Even with the discovery of rare earth resources, Japan faces technological and environmental challenges that hinder commercial extraction [8]. Group 3: Implications for U.S. National Security - The new export controls by China on rare earths directly threaten U.S. military capabilities, potentially leading to a situation where the U.S. military could be severely compromised in a conflict [12][14]. - If the U.S. cannot access the necessary rare earths, its military equipment, including aircraft and missiles, may become inoperable, rendering military spending ineffective [14]. - The ongoing situation underscores the need for the U.S. to acknowledge its vulnerabilities and consider cooperation with China rather than relying solely on tariffs and sanctions [15].

Core Viewpoint - The trade conflict between the US and China has intensified, with the US suspending export licenses for aviation products and technology to COMAC, aiming to pressure China to relax its export controls on rare earth elements [1] Group 1: Rare Earth Elements and Supply Chain Dynamics - The US's reliance on China for rare earth elements has become evident, especially after China imposed export controls on seven categories of medium and heavy rare earths, directly impacting the US military and aerospace industries [1][2] - China currently holds 90% of the global rare earth refining capacity and 85% of the permanent magnet manufacturing share, creating a complete industrial chain from mining to high-end applications [2][3] - The US's Mountain Pass mine has resumed operations but produces only 20,000 tons annually, with two-thirds of the ore still needing to be refined in China, highlighting the structural advantages China holds in this sector [1][2] Group 2: Aviation Industry and Technological Competition - The US's primary target is China's C919 aircraft, which competes with Boeing 737 and Airbus A320, having delivered 16 units and received over 1,000 orders since its commercial debut in 2023 [1][7] - The C919's reliance on the LEAP engine from CFM International exposes China's technological shortcomings, but US restrictions are accelerating China's development of domestic alternatives like the Changjiang 1000 engine [7] - China has established a complete strength verification system for its domestic engines, clearing technical hurdles for certification, paralleling the trajectory of Huawei's Kirin chip advancements [7] Group 3: Global Supply Chain Restructuring - The duopoly of Boeing and Airbus is being challenged, with over 8,000 backlogged orders prompting airlines to seek alternatives, including the C919, which could offer a 10% price advantage [9] - The US underestimated the reverse effects of its technology embargo, as limited rare earth exports from China are insufficient for the development of the sixth-generation fighter jets [9] - China plans to increase C919's annual production capacity to 200 units, countering the impact of US technology bans [9] Group 4: Strategic Implications and Challenges - The "rare earth for technology" negotiation reflects a deeper struggle for global supply chain dominance, with China learning from past mistakes of low-priced exports followed by high-priced imports [10] - Despite advancements, China still faces challenges in material technology and certification standards, needing to overcome generational gaps to gain global market acceptance for its engines [10] - Building confidence in technology beyond the International Civil Aviation Organization's certification system is crucial for China's aviation industry [10]