However, there is a saying that the social media is rapidly fermenting, the U.S. shipbuilding industry has long failed, even the ships hanging the U.S. flag are not a lot, if the U.S. is retaliating, China can only say that the U.S. pay the U.S. port fee, but China does not receive the U.S. ships a few dollars port fee, is it really so?

As soon as China's "additional clause" came out, the United States lost its confidence in an instant

The United States imposed additional port fees on China ships on April 17 this year because the United States imposed additional tariffs around the world. Later, after China retaliated, the policy introduced by the United States when retaliatory measures from both sides spiraled will be officially implemented on October 14. The specific policy is:

On September 29, China announced the Decision of the State Council on Amending the International Maritime Transport Regulations of the People's Republic of China, and on October 10, the Ministry of Transportation introduced the rules for charging port charges:

1. Those berthing at China ports starting from October 14, 2025 will be charged at RMB 400 per net ton;
2. Since April 17, 2026, Chinese ports will be charged for 640 yuan per net tonne.
3. From April 17, 2027, Chinese ports will be charged 880 yuan per net tonne.
4. From April 17, 2028, those who land in Chinese ports shall be charged 1,120 yuan per net tonne.

China's retaliatory measures against the United States are basically a "Chinese translation" of the U.S. charges. The amount is almost equivalent to the exchange of U.S. dollars into RMB, and then the collection target is changed from China to the United States. It can be said to be a real reciprocal retaliation!

But the problem is here. Social media said that the number of ships between China and the United States is completely unequal. China currently accounts for more than 60% of shipbuilding orders, and the United States cannot build a single ship. Isn't China lonely by charging? After checking the data, it was true:

According to Clarkson Research Services Ltd., the world's largest ship brokerage company According to data from, the United States is the 20th largest flag country in the world by tonnage. The total tonnage of ships flying the U.S. flag reaches 11.7 million gross tons, compared with 92 million gross tons for China, the world's sixth-largest flag country.

Isn't this a joke? If the reciprocal charge is charged, the United States will receive 9 times that of China! And China is also a superpower in the shipbuilding industry. According to data in 2024, China's shipbuilding completions, new orders, and orders on hand account for 55.7%, 74.1%, and 63.1% of the global total respectively. As of August 2025, Chinese shipyards have 4080 orders on hand, totaling 100,920,069 CGT ( revised gross tons), the number of ships accounts for 66.67% of the global market share, and CGT accounts for 61.20%.

The U.S. shipbuilding industry has almost no sense of existence. In 2024, the U.S. 's share of the global commercial shipbuilding market will be only 0.11%, which is basically negligible! Therefore, under such a background, is it not worth the candle for China to charge port fees on American ships calling at Chinese ports? Even if you calculate it all, you can only receive more than 10% of the total amount collected by your own side!

This calculation is indeed correct, but everyone has ignored one point. Among the retaliatory measures introduced on September 29, there is the following:

Ships owned or operated by U.S. enterprises, organizations and individuals who directly or indirectly own 25% or more of the shares (voting rights, board seats) are also subject to special port charges for ships.

This means that as long as there are Americans in the board of directors of shipping companies, and the shareholding ratio is more than 25%, then it is unfortunate that the company has to rely on the port fee according to the US company!

There is a key between this, that shareholders have dual nationality, such as Mediterranean Shipping Company, Maersk, CMA CGM, Hapag-Lloyd, Evergreen, ONE, Yang Ming, ZIM, HMM, etc. These shipping companies are mostly locally held in Europe or Asia, almost no U.S. capital intervention, but if you check the dual nationality of shareholders, this will definitely find a lot of "leaked fish".

The other is even more interesting, China has excavated a super-large pit for these companies! Do you have no matter, but if you want to exempt port charges, I have to check, if you want to understand the structure of equity, but also to clear the data of the shareholders, China should be in the residence to review, otherwise the airport has no faith. China now has nothing to worry about, if you dare to deal with China, then China will retaliate, with no hesitation.

This trick is to hedge China-made ships, the United States believes that they do not build ships, the ship is not a lot, can unilaterally scatter China's wool, but China's trick is to remember the accounts of these shipping companies in the West under the name of Trump, China has also learned, dare to kill a group of tricks and tricks with this stick.

With rare earth to tear western high-end chip industry chain a mouthpiece, it is great!

Since entering October, China and the United States have suddenly become lively again. Not only do they retaliate against each other through Hong Kong fees, on October 9, China's Ministry of Commerce also introduced control measures for medium and heavy rare earths, lithium batteries and anode materials, and superhard materials, etc., specifically mentioning two points, which almost played a finishing touch:

• Contains, integrates or mixes the items listed in Part 1 of Annex 1 to this announcement originating in China and manufactured overseas, and the items listed in Part 1 of Annex 1 account for 0.1% of the value of the items listed in Part 2 of Annex 1 manufactured overseas;;
• Applications for final use for the development and production of 14nm and below logic chips or 256 layer and above storage chips, and for the manufacture of production equipment, test equipment and materials for the above process semiconductors, or for the development and export of artificial intelligence with potential military uses shall be approved on a case-by-case basis.

The first part contains a WPS file in an appendix to the announcement, which lists the items, including the following elements and compounds, and the first part as follows:

Metal samarium, metal dysprosium, metal gadolinium, metal terbium, metal lutetium, metal scandium, metal yttrium, samarium cobalt alloy, terbium iron alloy, dysprosium iron alloy, terbium dysprosium iron alloy, dysprosium oxide, terbium oxide

The second part is:

Rare earth permanent magnetic materials

1. persistent magnetic materials; 2. persistent magnetic materials containing magnesium; 3. persistent magnetic materials containing magnesium; 4. parts, components and components containing the above materials.

2. Rare earth targets (including a total of 16 targets)

Combined with the second measure, you will find that these two rules simply let China into a new game field! means that as long as the buyer will use rare earth in the "Research, production of 14nm and below logic chips or 256 layers and above storage chips", including ASML's optical engraving machine, Taiwan's logic process chip manufacturing business and subsequent packaging and other processes, as long as the content exceeds the total value of 0.1%, then it must be sent to the Ministry of Commerce of China approval!

This operation actually gives China de facto veto power in the entire advanced semiconductor supply chain, because rare earth elements are widely used in various key steps of the semiconductor manufacturing process. The magnets in ASML's lithography machines use a large amount of rare earths. From lithography machines to TSMC, and then to various packaging companies, from materials to processes, although rare earths are not used much, they are key materials to improve performance!

Then the question comes. If this company has ever had trouble with China, or is currently implementing a so-called embargo and other operations against China, do you think China can easily release this application? The answer is definitely no. If you don't let me feel better, I definitely won't let you feel better either.

Originally, China was completely excluded from semiconductor manufacturing, only providing rare earth elements for manufacturing in the semiconductor industry, but it was forced to shut out the entire semiconductor industry. But after this control measure was introduced, China has veto power over the entire semiconductor industry. If you don't lead me to play, then everyone will stop playing!

Do not let the sale of high-end CPU and GPU chips to China, nor let ASML sell high-end optical engraving machines to China, nor let the low-nanoproduction processes of Taiwan power plant ... to the end there is a port fee for Chinese ships, the United States is a good job, then the United States can use China can not be used?

Have you noticed that China suddenly has the courage to lift the table? Presumably there is only one answer. China has never fought an unprepared battle. Now that it dares to take action, it means that China is ready! Maybe the answer lies at the "2025 Bay Area Semiconductor Chip Exhibition" in Shenzhen from October 15 to 17. You can pay attention to it.

Be assured, since China dares to take action on rare earth, it means that China is absolutely certain! China's rare earth output accounts for 70% of the world, metallurgy separation production capacity monopoly is 92.3% of the world, and controls almost all high purity rare earth products supply. This data does not include the rare earth part, according to the U.S. Geological Survey Agency (USGS) data, China accounts for 98% of the world's rare earth separation production capacity, this is the data given by USGS, not planted by the planting company.

China's purest rare earth separation technology can purify rare earth elements to 6N level in industrial production, some elements can even stabilize production to 6N5 level, 7N level technology is being studied in the lab. 7N means purity: 99.99999%, this purity has a great impact on performance, for example, in the United States there is also rare earth purification technology, but they can only do 4N level.

Americans have this technology, that is, purity is not enough, but in the weapons or high-tech field, purity is directly related to performance, the United States is willing to use its own production, performance is almost no problem, self-sufficiency, hard work, and another decade and eight years will be in place.

APEC Summit: Trump Thinks He Has Captured China

China¡¯s reaction in the area of rare earth has been shocking, except for accusing China of ¡°trade armsization¡±, unfair behavior, and even ¡°hostile¡± measures.

With the conscience, this game is not the first American invented? the previous embargo of the Batumi Agreement and the Wassenaar Agreement is not to say, let's take the 2018 Trump administration to implement the latest sanctions measures against China, the original China exists such a bunch of people, the pursuit is:

¡°Make better than buy, buy better than rent¡± is the idea of many people at the time.

But after Trump can't buy, spend money can't buy really, Americans this is forcing the Chinese to make themselves!You said that the year did not counter?That's because the year really strength is not enough, can only cling to the tail to be a man, now prepared for 7 ~ 8 years, you great-grandmother, what do you say to me in the Great East, what do you say, the master hit a meeting and break up, you come to me, the emotional value is full!

After China introduced a series of measures on October 9, Trump posted on his social platform on October 10 that the U.S. would impose a new 100% tariff on Chinese imports from November 1st, an additional increase in this rate based on the existing tariffs that have been paid.

Affected by relevant news, the U.S. stock market fell. The Dow Jones Industrial Average fell 878.82 points from the previous trading day to close at 45,479.60 points, or 1.90%; the Standard & Poor's 500 Index fell 182.60 points to close at 6,552.51 points, or 2.71%; the Nasdaq Composite Index fell 820.20 points to close at 22,204.43 points, or 3.56%.

Obviously, the United States has absolutely no hope for Trump's retaliation!The reason is simple, Trump's quotation is old, and the China that will hit Trump's tariffs in 2018 is almost faint, because it will make up 1/5 of China's total exports to the United States.So how much is August 2025?9.8%, almost cut off, because from 2018, China has begun to really prepare for China's offshore, almost predicting Trump's prediction!

In 7 years, China's "dependence" on the United States has been reduced by 50%. What about the United States? The dependence on Chinese imports has dropped from 21.8% in 2018 to 16.5% in 2024. The results are quite good, but the proportion is still too high. Compared with China, the de-Chinaization of this supply chain is obviously not enough, which has also led to The United States almost shut down after the "short-term decoupling" between China and the United States in April this year. This is also the main reason why Bescent and Rutnick went to Switzerland to block the negotiations of the Chinese delegation in early May.

Trump's biggest problem is that he leaked his cards prematurely, and that's why China was able to start preparing seven years ago! If the United States suddenly starts to attack in 2025, I believe China's situation will be much more difficult than it is now! In fact, not long ago, Trump still felt good about himself. He believed that the first meeting between China and the United States would be reached at the end of October, and he also planned to complete the soybean sales task of American farmers at the APEC meeting!

However, China's operation has obviously exceeded Trump's plan. Now, the heavy rare earth control measures introduced by China are no longer a question of whether to get rare earths, but the whole western high-tech industrial chain has been grabbed by China! This is the "void card making" given by China Society to thank the United States. Before the two sides meet, grab a good card in your hand. You can play with it in the United States, and China can do the same. Now Trump has forgotten soybeans, and the top priority is rare earth negotiations!