I have to say that China's "combination punch" in counter-measures is indeed effective. Not long after the new regulations were released, the United States made targeted policy adjustments.

Recently, China has launched a comprehensive counter-measure, and has launched a "combination boxing" in the fields of rare earths, tariffs, shipping, etc. In this regard, US President Trump woke up early in the morning and published a long article. On the one hand, he said that he would impose a 100% tariff on China. At the same time, he also hinted that he originally planned to meet with China at the AP EC summit, but now there is "no need to meet". It can be seen that Trump is also angry. However, in less than 8 hours, Trump's attitude changed. On the one hand, he changed his mouth and said that he was looking forward to meeting China at APEC. At the same time, the shipping friction between China and the United States has also changed.

The U.S. originally planned high port charges on China's imposition, just after the Chinese side took mutual countermeasures, the U.S. side also quietly changed the rules, lowered the rate, and also increased the exemption clause, it can be seen that Trump did not insist on it even one day, and made concessions.

At present, China's combined push has shown its effect, on October 9, the Ministry of Commerce of China continuously issued a number of rare-earth export control announcements, requiring goods containing China's rare-earth component of more than 0.1% to be export license, directly touching the supply chain weaknesses of the U.S. defense and high-tech industries. At the same time, the Ministry of Transportation of China decided to impose special port charges on U.S. ships, implemented from October 14, which is also the reciprocal countermeasure of the U.S. on October 3, the U.S. announced the ship charges program, and this time China's rare-earth regulation became a key countermeasure.

In response, Trump announced on social media on October 10 that he intended to impose a 100% tariff on Chinese goods from November 1st, and to impose export controls on key software, while threatening to cancel the US-China meeting during the APEC summit.

Not only that, the U.S. originally planned to impose a high port fee on Chinese ships, but recently the U.S. has also rapidly reduced the rate and increased the exemption terms, and the U.S. adjusted the rule is that for foreign-built shipping operators, the fee is $46 per net ton, much lower than the initial $150. At the same time, allowing the long-term lease agreement, the exemption for natural gas and liquefied petroleum gas ships.

Trump did not insist on a day, made concessions, the reason is also simple, China's counter-reaction is undoubtedly hit the pain point, first, rare earth as a modern industry "vitamin", directly affecting the U.S. F-35 fighter aircraft, electric vehicles, chips and other core industries, China controls the global 70% mining and 90% processing capacity of the reality, making it difficult for the U.S. to bear the supply chain rupture risk.

Second, the U.S. economic problems also forced the Trump administration to adjust its policies. After the announcement of China's countermeasures, U.S. stocks plummeted (the Nasdaq index fell more than 3.5% in a single day). Against the background of industry pressure, Trump also Have to consider the U.S. economic issues.

Third, the inflationary pressure in the United States continues (CPI remains above 3%), and the export of agricultural products from agricultural states to China is blocked, especially the soybean issue. China has already placed no order, and American soybean farmers are constantly putting pressure on the White House to make Trump take tariff negotiations with China seriously, and the tariff war can't go on any longer. You know, these agricultural states are Trump's core basic warehouses. If they are angered, they are likely to lose the Republican Party in the mid-term elections.

So from this perspective, it was only Trump's hard-to-China, and then the change of mouth, the original Trump's plan, is to look forward to meeting with the Chinese side at the APEC summit to solve the soya trade issue.

But in any case, for the policy of the Trump administration repeated, both tactical trial and strategic passive embodiment. we through the rare earth, shipping and other fields of accurate counter-measures, showed the mature means of dealing with trade friction, the future Sino-U.S. relations can avoid hard disconnect, it depends on the United States, whether really the tariff threat to implement, the 100% tariff in force on November 1, but still the phrase "talk the door open, join the end", this Trump's change, is also aware that China is a country that the United States can not resist.