#中美贸易关系 China has issued warnings to countries that may cooperate with the United States in restricting trade with China and has taken reciprocal countermeasures, including increased tariffs and export controls on rare earths. Although the Trump administration proposed tariff exemptions in exchange for ally support, the actual effect was limited—American tech giants pressured policy adjustments due to supply chain cost pressures, and most countries find it difficult to bear the economic costs of decoupling from China.
This situation may lead to an accelerated restructuring of global supply chains in the short term, the increased importance of regional trade systems (such as RCEP), and challenges to the US dollar's dominance due to the promotion of the digital yuan. In the long term, the competition between China and the United States will shift towards rule-making and technological competition. If the US continues to escalate tariffs, it may trigger risks of global recession, while China can enhance its resilience through domestic demand expansion and industrial upgrading.