In two days, China's seven counter-orders came one after another. Trump, who was silent for 48 hours, was unwilling to be passive, so he threatened to impose another 100% tariff on China.
Here's what Trump's "denunciation" on social media said: He has just learned that China has taken an extremely aggressive stance on trade issues... stating that they will implement large-scale export controls on almost all products they make starting from November 1, 2025, even some products not made by them... Apparently this was a plan they made many years ago.
Given that China has taken this unprecedented stance, from November 1, 2025 (or earlier, depending on further actions or changes taken by China), the United States will impose 100% tariffs on all Chinese goods, exceeding any tariffs currently paid by China.
100% tariff is equivalent to Trump dropping another "nuclear bomb" on the Sino-US negotiating table. equal Blocking the competitiveness of Chinese manufacturing in the United StatesThis is no longer “trade protection.” Trade isolation。
The current average U.S. tariff on China is 57.6%, if an additional 100% is added, it meansChinese goods are sold directly in the US. 2.5 timesFrom “sell you a little more expensive” to “just don’t come in.”
At the same time, it also means that the United States has officially abandoned the logic of "win-win globalization" and turned to the national strategy of "de-globalization and self-sufficiency". This may become a structural break in the international trading system in the past 40 years.
Trump also mentioned implementing export controls on "critical software", which is very critical. Because this implies that he may restrict China's purchase of U.S. software, operating systems, AI platforms, chip design tools, such as EDA, operating system kernels, cloud computing APIs, etc., and may expand the existing "Entity List", similar to the practice of the Huawei incident in 2019. This is no longer just economic friction, it is Mutual clamping of strategic industrial chains。
As soon as the news of Trump's tax increase came out, it caused panic in global stock markets. The three major U.S. indexes collectively fell sharply, and safe-haven assets soared.
And before that, China has been tightening seven counter-control and sanctions orders – from rare-earth exports, chip equipment, to key industrial software licenses.
The counter-prohibition orders include: filing an investigation into Qualcomm; charging special port charges to U.S. ships; imposing sanctions on 14 U.S. enterprises; and implementing export controls on rare-earth objects, rare-earth technology, rare-earth equipment, ultra-hard materials, medium-heavy rare-earth, and lithium batteries.
You know, South Korea is just around the corner to hold the APEC Leaders' Informal Meeting, but China and the United States are making frequent moves on trade, science and technology and export control. Why?
The reason is straightforward: a major meeting is approaching, both sides want to Lighting the bottom card, sending the signal.Sanctions and export controls have taken turns. By engaging in export controls on rare earth and lithium batteries and drawing up a sanctions list, China is actually telling the United States-"I have chips and a bottom line."
Note that Trump said in that "campaign", "The tax increase time or earlier depends on the further actions or changes taken by China". This sentence is typical of " Testing your trump cards. "。 On the one hand, Trump has left himself flexible operation space, and on the other hand, he is also watching how China will react. Trump also knows that, The increase in taxes on China is not a one-way harm, but a two-way loss.。
So the U.S. government is not stupid, and will not easily open fire. On the one hand, pressure, and on the other hand, watch the reaction of China.