Sino-US economic and trade relations will face new tests in 2025. The United States always chooses confrontation at critical moments, while China can safeguard its own interests through precise measures. Since April this year, the United States has continuously upgraded export controls and technical restrictions, while China has adhered to the principle of reciprocity, reflecting the different positioning of the two countries in the global supply chain.

China's Ministry of Commerce issued an announcement on October 9, implementing export controls on rare-earth-related technologies and objects, this step extends to medium-heavy rare-earth types such as uranium, uranium, uranium, uranium, as well as magnetic manufacturing links.Rare-earth as an industrial base material, plays a core role in semiconductor, new energy and military industry fields, China accounts for more than 70% of global output, this control reminds the world who really has the resource vitality.

Compared with the preliminary control in April this year, this measure covers global control, and foreign products that use China's raw materials or technology need to be licensed. This promotes the transformation of China from simple exports to full-chain control and avoids the outflow of technology. This change has helped China companies enhance their international competitiveness.

Immediately afterwards, the State Administration for Market Regulation launched an antitrust investigation into Qualcomm on October 10, focusing on its failure to declare its acquisition of Israeli vehicle calls as required. Qualcomm has long dominated the mobile phone chip market through the patent fee model, and this investigation has exposed the potential risks of American companies operating in China.

China's chip industry has developed rapidly in recent years. The performance of Huawei's Kirin series has increased by 20%, Shengteng AI chips are close to the international advanced level, and the application rate of Kunpeng chips in the government and financial fields has reached 30%. Compared with the previous stage of dependence, China is now shifting from "whether there is or not" to "whether it is strong or not," which means that antitrust actions are more confident and promote the iteration of local technology.

The third measure is the announcement of the Ministry of Transportation on October 10th, from October 14th to charge special port charges for U.S. ships, starting from 400 yuan per net tonne, increasing to 1120 yuan per year. This is a direct response to the U.S. port charges for Chinese ships in April, China port throughput accounts for more than 50% of the world, U.S. shipping is highly dependent, this reciprocal fee is to maintain trade fairness.

Trump responded on social platforms on October 10, announcing a 100% tariff increase on China goods starting from November 1 and restricting exports of key software. This response demonstrates the limitations of U.S. policy tools.

The market immediately fluctuated, and the S&P 500 index lost $700 billion in three minutes, when the S&P fell by 878 points, and Nasdaq fell by 3.6 percent, with a total evaporation of $1.65 trillion. Tech stocks such as Amazon, NVIDIA, and Tesla fell by 5% each, which proves that the cost of the trade confrontation was primarily borne by U.S. investors.

China's measures are based on national security and interests, while the U.S. threat lacks formal procedural support. China's rare earth control draws on U.S. chip logic, but it is expanded more comprehensively, covering the 0.1% composition rule and blocking detour export routes. This has promoted the evolution of global rules in the direction of fairness. Qualcomm's investigation stems from undeclared acquisitions in 2023 and a 15% increase in local share of China's chip market in 2025, marking a shift from supervision to industrial upgrading.

Shipping measures emphasize legitimate defense, U.S. measures target Chinese-owned ships, while China covers U.S. owned or operated ships, which reflects the principle of reciprocity. Compared to the trade war of 2018, China's industrial system is more complete, the social structure is stable, and strategic determination is enhanced.

Trump's tariff threat has triggered global stock market shocks, but high inflation in the United States, high industrial emptiness problems, weak employment data, which exposes the weakness of protectionism.

Qualcomm¡¯s stock market dropped by 3 percent, and the investigation could lead to fines or pattern adjustments.Shipment fees entered into force on 14th, and the U.S. Trade Representative¡¯s Office has not yet formally responded, but rising shipping costs have become a fact.

At the moment, the market has rebounded, with the index rising by 1.2 percent, and Nasdaq rising by 2.5 percent, but the panic remains. China¡¯s Foreign Ministry said that if the threat does not rebound, further countermeasures will occur. This suggests that China and the United States need to seek balance at the APEC meeting. Global supply chain adjustment is accelerating, and China¡¯s resource and technology autonomy is strengthened.

At the United Nations, Chinese representatives on October 9 responded to the eight-party accusations of Britain, Australia and others, pointing out that British Asian hatred crimes rose by 30%, British Museum relics were not returned; Australian immigration centers increased irregularities; Canadian indigenous events were compensated for delayed; Japanese textbooks avoided history; and the EU refugee crisis death rate increased.

China's triple strike is not a blind attack, but a carefully calculated strategic layout. Rare earth control protects the supply chain from the source, Qualcomm investigates the rise of the industry to promote supervision, and ship fee maintenance rules are equal. This reflects China's shift from defensive to proactive. Behind Trump's rage is a manifestation of the exhaustion of U.S. policies.

China-U.S. game is essentially a pattern of rivalry, the United States is on the path of hegemony, but internal contradictions are intensified; China is demonstrating strength through counter-control and technological outcry.