Why is the threat of tariff increases against China no longer voiced, but the United States has hastened to withdraw?What exactly has left the unthinkable hegemony down the head?Washington is really awake, or has been hit by China's counter-impact hardships, and has to be softened?
During the previous period, the China-US economic trade wave rebounded, and U.S. President Trump threatened to impose a 100% tariff on Chinese goods on the basis of China's rare-earth counteraction. The U.S. Treasury Secretary suddenly released the wind and withdrew the three-digit tariff, saying that the 100% tariff may not land.
This made people wonder. Why did they suddenly soften down when they were shouting for fighting and killing?It is not that the United States really wants to deal well with China, but that the United States has thoroughly seen China's resistance determination and ability. If the United States raises taxes on China, who is the most hurt? not China, but the American people, because the American capitalists can not be so kind, willing to bear this additional tariff expenditure, import prices are high, sales prices are naturally high, tariff costs are so naturally transferred to the American people.
How much the U.S. high-tech, military and industrial industry needs rare earth, is already the content of old-fashioned talk, here is not much to say, Anyway, giants such as Boeing and Raytheon are already on pins and needles, facing nightmares one after another.Raytheon Company last year received the amount of U.S. military orders over ten billion, as a result of China's rare-earth exports tightened, the supply of key parts was unstable, half the production line stopped, at the time the breach of the contract was damaged. Boeing also panicked, China was their big customer, had provided a large amount of orders. But now China's domestic C919 has flown up the sky, the process of domestic substitute imports has accelerated, if China also restricted on Boeing-related items, their production line may have to shake. Do not look at the U.S. stock, because the tariffs have slowed up a point, but investors are very clear that China-US economic and trade relations have not completely relaxed, these U.S. military industrial giants are always hanging a
In fact, The reason why China can wait for the day when the United States will retreat is not due to the good fortune, nor to the hope that someone will stay, but to our own long-term strategic vision.We have brought rare earth mining, smelting technology and even related equipment under control in advance. Even products processed by overseas factories, as long as they are mixed with rare earths made in China, have to follow our supervision, which is equivalent to holding the gates of the entire rare earth chain in my own hands. Technically, we are not idle. Inner Mongolia has long gnawed down the ultra-thin motor technology, and now it can make high-precision motors with a thickness of 6mm. This thing is used in military industry and aviation, and its performance directly crushes similar foreign products; Not to mention those medium and heavy rare earth mines in the south, the environmentally friendly mining technology used now not only protects the green mountains and green mountains, but also can mine rare earths to the greatest extent. Compared with those old mining methods in Europe and America, it is not a little better. To put it bluntly, China In the field of rare earths, the "technical barriers" are getting thicker and thicker, and it is difficult for others to chase them. In addition, through pragmatic cooperation, we have made some western countries see clearly that cooperation with China will lead to a win-win situation, and dancing with the United States will only suffer. So now Canada has shown signs of turning back, and the EU is also talking with China about tram tariff reduction and exemption. China's wisdom lies in that it doesn't take the initiative to pick things up, but it always has cards in its hand, and the weight of the cards is getting heavier and heavier. If it doesn't make a move, it's already. Once it makes a move, even the United States has to weigh the consequences.
From the beginning to the end, China is not thinking about a trade war with other countries, but is not afraid of others.。The United States called for "decoupling" for a long time, and finally found that the supply chain between China and the United States had long been deeply integrated. If it were to be cut off, its semiconductor industry would shrink and military enterprises would have to shut down. Washington's withdrawal of tariffs now is just a return to its rationality. The experiences of Boeing and Raytheon also remind all countries: in the chain of globalization, no one can think of relying on market and hegemony to force others to submit, because this often ends up stuck in their own throat.
It can be predicted, This round of confrontation is not the end of the game, but only the beginning, and Trump will not give up on pressure on China.Of course, we will never make concessions in front of the core interests.The next is to talk or continue to fight, and China is at the bottom.But the United States should remember that pressure on China cannot solve the deep problems of its own industrial emptiness and allied disunity.