The contents of this article are written with authoritative materials and personal opinions. The source of the literature has been marked at the end of the article, so please know.
In the evening of October 9, China released a new list of export controls, which includes key industrial raw materials such as rare earth, lithium batteries and artificial graphic negative materials.
As soon as the news came out, Trump "lifted the table" on social media overnight, saying that China was "playing a very dangerous game" and that he would "tit for tat".
The next morning, He signed an executive order announcing that all goods imported from China will be subject to 100% tariffs.
Mainstream e-commerce websites in the United States also followed instructions to delete information on electronic products made in China on a large scale, affecting millions of products.
This removal is not a symbolic action.Amazon and Wal-Mart, major online retailers, deleted the information pages of Chinese manufacturers' cameras, smart home appliances, Bluetooth speakers and other related products almost at the same time.
The Federal Communications Commission (FCC) said the products contained “security risks” that may include surveillance functions or unauthorized communications components.
Carr also said On October 28th, the committee will vote on whether to permanently ban the sale of related equipment to the United States.
A series of actions show that the United States will not only take action in terms of tariffs, but also shut down the circulation channels of Chinese-made goods from the consumer side.
In the United States, retailers have accelerated the processing of commodity inventories to circumvent the limits of breaches.
Faced with the pressing pressure of the United States, the Chinese Embassy in the United States chose to remain silent. From October 9th to 11th, the outside world rarely heard the voice.
This kind of restraint has caused public speculation. Why doesn't China speak back? Some people think this is an intentional "cold treatment".
Different from passive facing in the past, this time China had long expected that the US would fight back.
Since China is the first to implement export controls, this is itself a well-prepared strategic action that directly points to the weaknesses of the U.S. high-tech and military industrial chains.
In fact, China’s underground gas did not come in vain.
According to the latest data, China has an overwhelming advantage in the world's rare earth industry chain, that is, it accounts for about 70% of the world's mining share, 90% of its purification capacity and nearly 90% of its permanent magnet production capacity.
Rare-earth is the core material of chips, missiles, radar, and even electric vehicle engines.
Once China's exports tighten, the U.S. industrial chain will soon be limited.
But on the Chinese side, the official did not comment directly on what the United States did, but the Department of Commerce responded at a subsequent routine press conference, saying: Export control measures are completely reasonable and a legitimate decision made in consideration of national security and global industrial security。
The spokesman also said that the United States has long-term doubled standards on the export of chips and high-end equipment, and is committed to pressing the "safe" flag line, we have a number of people in our hearts.
Although this statement is short, it can also be seen as a diplomatic response in the form of "static change".
China has not fallen into a public opinion war, but has only used institutionalized statements to convey such a message to the outside world that this competition is not a competition in words, but a competition between industry and supply chain.
Meanwhile, the voice inside the United States has begun to change.
U.S. Trade Representative Greer said in an interview on October 12 that after China announced export control measures, the U.S. side had tried to contact and communicate with China, but "China chose not to respond".
This makes people read a trace of helplessness.The White House hopes tensions continue to escalate before making “crisis public relations” with China, but the latter has ignored it.
China’s “delay” is not out of indifference, but it clearly shows that the United States does not have the dominance of negotiations this time.
In the same interview, Greer continued to reassure public opinion, saying that the United States "does not want to fight a trade war with China," but that if it has to do so, it will "make all preparations."
Such statements seem firm and actually expose the hardship faced by Washington, on the one hand, the severe internal inflation in the United States makes tariff increases a sensitive topic; on the other hand, it will be considered a weakness if it is not tough in attitude.
Trump's "100% tariff" is more like a bluff card, just a performance on a political show.
Economists say the 100% tariff will hit the U.S. consumer market first.
Last year, the total value of U.S. imports from China exceeded US$500 billion, a large part of which belonged to consumer electronics and household products.
Large tax increases can only push prices up and increase inflation., some officials within the White House worry that doing so will hurt the domestic economy in the end.
In contrast, China's export controls are not a momentary rise, but a long-term strategy.China is aware that in a critical period of high-tech competition, control of the export of resources has the power of speech.
Rare earth, lithium, graphite-these are the lifeblood of new energy and military manufacturing in the United States, that's why China dares to "wait and see what happens", trade time for space, and watch the United States slowly realize the price in the anxious supply.
The U.S. government is impatient and the Communist Party of China is calm, creating a sharp contrast. Trump's late-night tweets are emotional behavior, and the China government's failure to respond is a tactic.
Silence itself is a signal to Washington that China will not be led by public opinion and will not bow its head just because it has guns.
It is widely believed that this dispute is just a new stage in the game between science and technology and trade between China and the United States.
Use the United States tariffs and public opinion pressure to bring China to yield; China uses the control of resources and market size to counter the United States.
Both sides try each other's bottom line, but are not willing to light the bottom first.
Now, the U.S. “hand” has stretched to the civilian field – from rare earth, chips to consumer electronics, from tariffs to platforms.
Next, the United States may urge Congress to legislate to extend the scope of "safety review" to more Chinese brand products.
Meanwhile, China will continue to strictly control exports of high-tech products, and tensions in the U.S. supply chain will further escalate.
What is certain is that there will be no winner in this wave of "top-lifting" waves in the short term. American businesses are busy closing their stalls and China manufacturers are busy turning around the boat. The trust between China and the United States has been torn another layer.
Trump wants to show his toughness with the gesture of "taking off the shelves" and "imposing tariffs", but behind this, he exposes his inner anxiety.
China's silence is not a sign of weakness. In a sense, it is also a means of controlling the situation.
When the eyes of the world look at this trade storm, the real quantity is not a commodity, but a strategy, resources, and patience.
Whoever panics first loses first. This time, the United States seems to be unable to sit still.
References:
“The United States will impose 100% tariffs on Chinese goods, the Foreign Ministry’s response” 2025-10-13 18:25 Source: China Energy
2. "China's rare earth control upgrades! Overseas + Technology Control Included in Policy for the First Time "2025-10-09 23:00| Source: Interface News
China's Ministry of Commerce's response: Rare-earth export control is a legitimate measure, not a comprehensive ban 2025-10-12 21:47