#美国加征关税 Trump Raises Tariff by 34%: Restarting 'Trade War Mode'?
On April 2, Eastern Time, Trump signed an executive order for 'reciprocal tariffs,' imposing a 34% tariff on Chinese goods. This is not only an 'economic strike' but also a political statement + economic layout.
Why raise tariffs? 1. Election considerations: In an election year, 'attacking China' is Trump's old script, aimed at rallying Rust Belt voters. 2. Technological suppression: The tariffs directly target key areas such as chips and new energy, intending to suppress China's high technology. 3. Trade card game: Under the guise of 'reciprocity,' it is actually about regaining trade discourse power.
Who is affected? • Chinese exporters: Increased pressure on industries such as high technology, photovoltaics, and electric vehicles; • Global supply chain: The decoupling of China and the U.S. is accelerating, and Southeast Asia may become a new hotspot for relocation; • American consumers: Cost increases may ultimately push up prices, causing them to suffer as well.
How will China respond? • Possible countermeasures: Increasing tariffs, scrutiny, and engaging in legal battles on three fronts; • Accelerating internal circulation: Promoting technological independence, expanding domestic demand, and stabilizing the supply chain; • Strengthening multilateral relations: Deepening cooperation with Asia, Africa, Latin America, and RCEP countries to mitigate unilateral impacts.
This is a tariff, but also a prelude to 'global turbulence.'
This contest goes far beyond the economic level, as the China-U.S. game enters deep water. The next step, worthy of global attention, is: Will China take action? Where will the market go?
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