Preliminary
Trump isJust in the White House showing "America is stronger than China", put down the harsh word to add to China's rare ground.200% tariff。As soon as he finished speaking, Chinaspecial planeIt will fly directly to Washington.
In fact, the United StatesThe Texas State.The rare earth factory is shut down after three years of operation, and the cost is higher than that in ChinaMore than 3 times。
200% tariffs on rare landsCan Trump's "American Card" really make China bow?
America's "strong card" is actually a piece of waste paper
First of all, how strong is this “strong card” in Trump’s mouth.
America nowMore than 90% of rare earthsThey all have to be bought from China. It's not that the United States doesn't have rare earths. Even if it has mines in the west, the excavated rough stones have to be shipped to China for finishing.
In terms of rare earth processing, the United States can be said to be a "novice". A few years ago, the United StatesThe Texas State.It shut down a rare-earth factory, invested billions of dollars, hired hundreds of engineers, and shut down its operations for three years.
Why? Because Trump discovered processedIt is three times more expensive than China., has no value for money, and is not as easy as importing from China. So it is not competitive at all.
To put it bluntly, rare earths can't be dug up and used.
From minerals to high purity rare earth compounds, complex separation purification processes are required.85% of global production capacityAll are in China.
Not to mentionPermanent magnetic materialAll over the world90% of productionIn China. This is a key material for manufacturing F-35 fighter jets and missile guidance systems.
Now Trump wants to add200 percent tariffLeaving aside the impact on China, the first unlucky thing is the United States itself.
Chips in mobile phones, batteries for electric vehicles, magnets for wind turbines, how can rare earths be separated? As soon as tariffs are added, the price of these things will increase.
AmericanInflation has not been suppressedThis wave of operations is simply adding to his own obstruction.
In April this year,Ford MotorDue to China's rare earth control, some production lines had to be suspended.Imports of relevant minerals from the United StatesPlunged 58%The manufacturing industry is overwhelming.
Many companies are looking to pressure Trump, so say that the rare-earth tax hike is not a sanction to China, it is a knife to its own economy.
The brilliance of the Chinese special plane to the United States
Then talk about China.Special plane to the United StatesHow skillful this move is.On the surface, it looks like he is taking the initiative to show kindness, but in fact it isConfident equal dialogue。
What is China holding in its hand? global85% of rare earth separation capacityand90% of magnesium magnetsProduction, this is not a blown figure.
China has been there for years.Prepare for a rainy day。
On the one hand, with the core technology in the hand, rare-earth magnets make this high-end workpiece, the world can do about China and Japan, while Japan's raw materials have to rely on China.
On the other hand, expansion andASEAN, Middle Eastexports to ASEAN last year.Beyond the USA.。
Take the aviation industry as an example, China'sC 919 large aircraftThe localization rate of core systems has reachedOver 70%。The remaining 30% is not that it cannot be made, butPrice than consideration.。
With these cards, the Chinese special plane going to the United States is not to ask for help, but toStand up business negotiations.。
this timeDeputy Minister of Commerce Li Zhen SteelLed a team to visit the United States, the message was clear: cooperation can be negotiated, but don't try to take advantage.
What's more interesting is that as soon as Trump shouted the "strong card theory", the Chinese special plane set off.
This time is accurate, neither appears hasty nor appears arrogant.Express your position slowly.。
No one can escape whose real account.
The U.S. cannot be separated from China's rare lands and markets, and China also needs U.S. technical orders.Economies are interconnected。
Take it .Boeing isFor example, the Chinese market accounts for its18% of global sales, if China does not buy it, Boeing's production line will have to stop half.
And that’s already happening, just before Trump spoke, China just stopped.50 Boeing 737MAXOrders, turned to prepare andAirbusSign big orders.
Boeing stock prices fell sharply, and workers in the U.S. aviation industry began to worry about the dish.
Looking at China on the other hand,C919Although the core technologies are basically mastered, airworthiness certification and international sales will still take time.Completely get rid of the rightBoeing and Airbus.Dependence is unrealistic.
However, this dependence is rapidly decreasing.
China's own large aircraft program is progressing rapidly.CJ-1000A engineIn the airworthiness certification stage, once approved, the localization rate will be further enhanced.
There are soft ribs on both sides, and under this pattern no one dares to swing the table easily.two-pronged approachThe strategy is obvious: first threaten tough, then show good will and negotiate.
A few days ago, he threatened to increase tariffs. When he turned around, he expressed his hope to visit China this year and treat diplomacy as a child's joke.
The real deal has just begun.
This game is not about whose voice is bigger, butWhose bottom is deeper?。The advantages of the United States lie inTechnological Innovation and Financial SystemThe algorithms of Silicon Valley, the capital of Wall Street, these are really great.
However, the problem of hollowing out manufacturing is also very real.Key componentsIt relies heavily on imports, and the industrial chain is incomplete.
China's advantage isComplete industrial chains and huge markets, from rare earth mining to finishing, from parts to complete machine assembly, it can be done in one stop.
andA market of 1.4 billion peopleWhich company would give up easily?The future competition will be more reflected inInnovation ability, standard-setting power, and industrial chain controlup to .
No matter how hard Trump's tariff stick is wielded, it will not change the reality of deep integration of globalization. China has already begun toChip, New Energy, and Artificial IntelligenceIncreasing investment in other fields requires not short-term results, but long-term advantages.
It really doesn’t blow out with the mouth.，Trump can continue to shout his slogans, and China will continue to follow its own path.
Whose path is wider and steadier, time will give the answer.
This special trip to the United States is to tell the world: cooperation, we welcome; wanting to engage in hegemony, we are not afraid.
China relies onThe efforts of 1.4 billion people, countless engineers and technical workers have studied it bit by bit. China can make its domestic market bigger and stronger, and make its industrial chain more refined and detailed.
It can open up other roads to foreign countries. If the United States remains stubborn, then it will only be the result of lifting a stone to shoot itself in the foot.
conclusion
The essence of the Chinese-American game is never in who's voice is bigger, but in who's foundation is deeper and the path is more stable. facing the complex international game, a country's true core competitiveness is to have a certain strength and ground that makes the country more and more stable.
In an age of deep integration in globalization, any attempt to change each other’s practices through unilateral pressure will ultimately work on itself.