The China-U.S. tariff war has reached a critical juncture, and China's attitude has clearly hardened. Three signals indicate that China will fight back to the end!
First, China will no longer back down and will directly launch a series of counterattacks. The Ministry of Commerce has clearly stated that the countermeasures will have limited impact, showing strong confidence. Since the U.S. side continues to test the bottom line, it's time to lay all cards on the table and see the real outcome of the fight; win or lose will be evident.
Second, China has long been reducing its reliance on the U.S. By 2024, the proportion of exports to the U.S. will drop from 19.2% in 2018 to 14.7%. Soybean imports from the U.S. will be replaced by long-term contracts with Brazil and Argentina, making it difficult for the U.S. to turn back. At the same time, China is strengthening cooperation with Russia, Europe, and the Middle East, with a surge of 90% in new energy. Even with chip shortages, there's no panic as domestic technology fills some gaps.
Finally, China has entered a mode of prolonged warfare, with rare earth control upgraded to a technical level. Anti-monopoly investigations and reciprocal port service fees are all concrete measures, leaving no room for maneuver. Trump is even getting anxious and criticizing China as "too radical" on social media, which indicates that the countermeasures have truly hit the sore spot.
Having fought its way out of a blockade, China is not afraid of U.S. sanctions. After four rounds of talks with no results, and with the U.S. still playing with tariffs, China will fight back to the end. This battle is about confidence, preparation, and determination. It is clear that the U.S. is not prepared, and the longer the delay, the greater the losses. Recognizing reality sooner is the right path.
Normally, I share some cutting-edge information and practical strategies. Feel free to come and discuss ideas to seize this round of great opportunities!