Trump posted another post late last night, saying that if we do not cancel the control of rare earths, the United States will add another 200% to the tariffs on our exports to the United States. The day before yesterday, he even said 100%. I guess he thinks 100% will not work and is not enough to change China's decision, so he decided to continue to increase the price, but he probably knows whether China can play a role.
In any case, it feels like he is now a little nonsense, logical chaos.
It is impossible for China to easily lift or cancel the new regulations on rare earths promulgated on October 9, even if the United States agrees to lift all chip restrictions.
Any major policy change in China, especially such as this policy that can affect global high-end manufacturing and supply chain changes, is by no means a hasty decision or a casual decision, must have been thoroughly investigated, sufficiently promoted, precisely planned, and various consequences and emergencies have been promoted, so that the new policy will not be easily changed once it comes out.
Don’t talk about it until the United States lifts all new sanctions and new tariffs after January 20 this year, lifts all restrictions and blockades on China’s high-tech!
Yesterday, U.S. Treasury Secretary Bessent was still holding on to his point of view, still feeling the code in hand, shouting to China that the U.S. could not impose 100% tariffs unless China abandoned rare-earth restrictions.
However, the country's main thing is not to have a home, but to change in the morning and evening, this is not the Chinese style.
China chose this time to make a move, not on a whim, but after precise calculation and comprehensive preparation.
On September 25, 2024, the East Wind 31AG intercontinental missile conducted a full-range test in the Pacific, and the United Statesly launched four warships (including three destroyers equipped with the "Zeus Shield" system) and launched three interceptors, but the missile through three maneuvering tracks and sub-missile warhead technology evaded interceptors, and simulated counter-interceptors to hit the U.S. military interceptors, eventually falling into the target waters.
At the end of 2024, three six-generation aircraft were stunningly debuted, and China surpassed the United States for the first time in the development of the most advanced fighter aircraft.
This year, the 9.3 Great Military Parade, various advanced weapons wells sprang out, China has reliable three-person nuclear strike capabilities, east wind delivery, global reach.
The opening day of Yangtze Air showed that China's short-bridge air force in the past has achieved the ability to surpass its opponent.
On September 22, 2025, the Chinese Navy dropped a shock bomb - the Fujian ship successfully completed the electromagnetic launching and landing training of the J-15T, J-35 and Air Police-600 three-type carrier aircraft!
I think these progress and the display of these capabilities are all related. The main message I hope to convey is: warn those hostile forces not to act rashly, otherwise they will suffer serious consequences. In the face of China's sanctions and counterattacks, the idea of trying to solve it militarily is naive, because you can't win at all.
It has been seven and a half years since the Trump administration launched its first trade war in March 2018. During this period, the whole country of China was united and did not dare to rest for a moment. It was racing against time to make up for its shortcomings, strengthen its strengths and weaknesses, and consolidate its national strength.
During this period, we have made significant progress in the construction, economy, science and technology, foreign trade, national defense, expansion of domestic demand, large domestic market construction, real estate adjustment, prevention of systemic financial risks, etc., these measures enhance our ability to resist various risks, reduce and eliminate the systemic risk of some key industries, reduce the dependence on the external market, especially on the U.S. market, China's exports to the U.S. share of the total amount of China's foreign trade has fallen from the past highest 25% to the current 12%, may fall to about 10% at the end of this year.
All we do is to hope that we will no longer be bullied or stuck in the future, and to prepare for the economic and technological wars that may come at any time.
In addition, there may be another factor in taking action at this time, that is, Christmas, the largest and most important annual holiday in the United States and the West, is approaching. Once the United States really increases tariffs on China's exports to the United States by 100%-200% in retaliation for China's rare earth restrictions, it will happen again during the trade war in May this year. Merchant ships between the two countries will be suspended and trade between China and the United States will be completely suspended.
At present, the actual inflation rate in the United States is actually very high. Although the Trump administration has revised statistical data many times, fired the post of director of the Federal Bureau of Statistics, and replaced it with its own people, the people's economic expenditures, feelings and burdens cannot be deceived. They are actually much higher. In addition, the Trump administration is fighting a tariff war with major trade partners in the world, and the prices of import and export goods are rising. It can be imagined that once Sino-US trade stops again due to high tariffs, Prices in the United States are expected to soar, and the shelves of large supermarkets in the United States will be out of stock again.
Trump and we all know that China's exports to the U.S. are the result of years of China-U.S. enterprises and continuous improvement, to meet these standards in Europe and the United States, not every developing country can, and most of China's goods have no substitutability.
Once Christmas is out of stock, it is estimated that he and his team will be roasted on the fire, triggering national protests, and a large number of zero-yuan purchases will return to the Jianghu. Then the Republican Party will not choose next year's mid-term election and directly declare defeat.
Therefore, this moment is out of hand, both the basis and the time to consider, steadily and steadily, the layer forward.
In addition, I feel that even in the future to remove the control of the import of rare-earth foreign civilian enterprises, but for military use, we will not be open, do not forget, the Sino-U.S. relations can not go back to the past, the two sides are actively preparing for war, in this case, we will not be able to take our precious resources to support the development of U.S. defense capabilities, without rare-earth, almost all high-tech weapons have to stop production, which may provide us with a difficult time window to national unification.