Text | Xiaoqi
Source: All statements in this article have reliable information sources.
The "wolf came" drama code was played in the US trade war again! the previous period the United States was still with a 100% tax-increasing big bang, hate to put Chinese goods to death; the result of October 13th, U.S. Treasury Secretary Bessent suddenly in the Fox commercial channel, said this 100% tariff is not necessarily really to add.
But what about us in China? facing this sudden “soft dress”, half not panicking, instead stable like Taizhou, holding the card in the hand is not easy. This push between, all is the gateway to the game of the great powers. Why the United States suddenly recognize? where is the bottom of China? where will this trade war go?
The United States is in a hurry to seek reconciliation.
To say that the U.S. attitude change, can simply write into the textbook as a typical "face-to-face." a few months ago also a big bang to expand the technology blockade, screaming to make a comprehensive tax increase on China, the result of the October 13th Bessent, the tone is soft like cotton: "As long as China cancelled rare earth export restrictions, we will give up 100% tax increase."
In fact, where is the conscience discovered, it is purely being hammered by reality.The first thing that hit is that China's rare earth has struck their door.We all know that China holds the majority of the global rare earth supply chain, this thing is not ordinary stone, American missiles, radar, semiconductors, electric vehicles, can not get away from it.
Recently, China has upgraded its new rules on rare earth exports, not only adding five new control elements, but also conducting "end-user review"-that is to say, it must be clear what you buy rare earths for and who ends up in the hands of them. At this time, the U.S. military-industrial complex is jumping out of steam. If the missile production line is short of rare earths, it is scrap iron. If the semiconductor factory is shut down, it will lose millions of dollars a day. Can it not panic?
Looking at the domestic economy of the United States, it has long been gloomy. In the first quarter of 2025, GDP directly shrank by 0.3% month-on-month, and net exports alone dragged down by 4.83 percentage points, which is equivalent to dragging the economy down. Some experts have calculated that if a 100% tariff is really imposed, each household in the United States will spend an extra $1,300 a year, and inflation has not been suppressed. This wave of operations simply adds fuel to the fire. Former Treasury Secretary Yellen couldn't help but scold this as "the most serious self-harm" and tariffs have risen to the highest level since 1934.
More headache is that the election is coming. voters would have had a belly on the rise in prices, if the day was even worse, voting tickets must definitely be turned around. and those big companies and military industrial groups lobbying every day, after all, they can not withstand the supply, the government has to measure the amount of uranium.
The worst thing is that the allies are not yet able to.Besent ran the European gang, wanted to raise taxes on China together, and as a result, Germany, France did not accept — — people do business with China, can not risk with the United States. Now America's international credibility falls to the end, who is willing to follow it?
How confident is China?
In the face of the "peace-seeking" of the United States, China's Ministry of Commerce has long said that: "Fight and accompany you to the end; Talk, the door is open." These words are tough, and there is all real confidence behind them.
First of all, the rare earth card is played well. Our control measures are not nonsense. They are formal policies jointly issued by the Ministry of Commerce, the General Administration of Customs, and the Ministry of Industry and Information Technology. The purpose is to safeguard national security. Announcement No. 61 was also issued before, which made it clear: as long as the product contains more than 0.1% of China rare earth content, or uses China rare earth technology, you must apply for an export license. This has blocked the United States 'way of "buying rare earths on a curve". Isn't it irritating?
More importantly, our economic strength is sustainable.In the first quarter of 2025, China's GDP grew by 5.4% compared to that of the National Bureau of Statistics, and the contribution of domestic demand accounted for 70%, even if it did not depend on the US market.Now that the US trade dependence dropped to less than 10% the US tariff threat is not so scary.
Moreover, our manufacturing industry is no exaggeration. The added value accounts for 28.5% of the world. Everything from screws to spacecraft can be made by ourselves. Take soybeans for example. I haven't bought any from the United States since May 2025. I have purchased them all from Brazil and Argentina, and the supply is still sufficient. In terms of science and technology, SMIC's 7-nanometer chip yield rate has caught up with that of platform SMC, and Yangtze River Storage has also seized 15% of the global flash memory market. The stuck days have long passed.
Experts break the truth.
Even experts can see this matter clearly. Dean Wu Xinbo of Fudan University said that the United States 'submission shows that China has cards in its hands and dares to play, which can really hurt them. Professor Wang Yiwei from Renmin University of China was more direct, saying that the essence of this was "fighting to promote peace"-the United States couldn't defeat us, and in the end, it would have to sit down and talk. After all, it would not be good for them to bear it hard.
There's nothing wrong with that. Before, the United States raised taxes and blocked them. What was the result? Not only have we not collapsed, but the control of rare earths has become stricter, and the pace of scientific and technological independence has become faster. On the other hand, in the United States, there are not enough rare earths, inflation cannot be suppressed, and allies have broken up. Don't we have to go back and talk to us? It's like a tug-of-war. It's not about who has a loud voice, but about who has a solid foundation and sufficient endurance.
Although Besant shouted for talks and Trump also said that there would be no tax increases before November 1, China was in no hurry to respond at all. Why? Because we have the initiative! The spokesperson of the Ministry of Foreign Affairs had already said that if you want to talk, you can first show sincerity and correct those wrong practices before talking.
This game will definitely continue in the future. After all, everyone knows the temper of the United States, and it will turn against each other one day if it is not guaranteed. But one thing is certain: China will never give in under pressure. As Professor Wang Yiwei said, we are steady in doing things, have the confidence of 5,000 years of civilization, and our policies are flexible and affordable.
In the final analysis, this trade war is no longer a simple tariff dispute, but a contest between two development models: relying on financial hegemony to play virtual games, while doing a down-to-earth job in the real economy to engage in technological independence. If the United States still clings to its hegemonic thinking, it will stumble sooner or later.
We need to do our own things, rare earth cards should be played, technology should breakthrough, no matter what beauty.
No matter how the country struggles, we will sit firmly on the Diaoyutai Islands. After all, with strength here, the waist will naturally be tough!
Source of information
2025-10-13 23:59 Bessent said tariffs against China do not necessarily occur, analysts: China faces the United States with cards and dares to play cards
Overseas Network 2025-10-11 18:32 Xiake Island Rare Earth, make another move