川习会面之前。大家可以分析一下。
中美合则两利。是否依然成立?
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shepherd17
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Re: 中美合则两利。是否依然成立?
中美经济并未实现“完全脱钩”,而是处于一种高强度竞争、局部脱钩、依赖并存的复杂交织状态。尽管美国政府通过关税和出口限制试图推动“去风险”,但两国经贸合作仍有坚实基础中美经济并未实现“完全脱钩”,而是处于一种高强度竞争、局部脱钩、依赖并存的复杂交织状态。尽管美国政府通过关税和出口限制试图推动“去风险”,但两国经贸合作仍有坚实基础。
真脱钩了的话,美国大豆卖给谁?最近几天收音机还在广播美国农场主为卖大豆发愁呢。
Recent reporting indicates that U.S. officials have been emphasizing that Washington seeks to “de‑risk,” not decouple from China — meaning the U.S. aims to reduce strategic vulnerabilities without severing economic ties. global-economy-news.com
What this means
Several analyses note that while the U.S. and China continue to impose export controls, tariffs, and investment restrictions, U.S. policymakers publicly maintain that the goal is not a full economic split. Instead, the U.S. frames its approach as targeted risk reduction in sensitive sectors such as semiconductors, AI chips, and critical minerals. This aligns with the broader “de‑risking” language adopted by the U.S. and many of its allies. global-economy-news.com
However, reporting also shows that despite this rhetoric, the cumulative effect of actions on both sides — including U.S. tech controls and China’s countermeasures on minerals and cybersecurity — is pushing the relationship toward deeper structural separation. Analysts describe this as “de facto decoupling,” even if neither side officially endorses the term. global-economy-news.com
Why the U.S. keeps reiterating “no decoupling”
Based on the sources:
- Economic interdependence remains massive. The U.S. and China are still the world’s two largest economies with deeply intertwined supply chains. A full break would be globally disruptive. South China Morning Post
- Allies prefer “de‑risking.” European partners, in particular, support reducing strategic dependence but oppose a full split, so U.S. messaging aligns with allied positions. global-economy-news.com
- Markets react strongly to decoupling signals. Reassurances help stabilize investor expectations and global trade flows.
- Diplomatic signaling. Saying “no decoupling” helps maintain channels for cooperation even amid rivalry.
What’s happening in practice
Despite the rhetoric, several developments show continued friction:
- Tariffs remain in place on hundreds of billions of dollars of goods. global-economy-news.com
- Tech restrictions are expanding, especially around semiconductors, AI, and quantum technologies. global-economy-news.com
- China has responded with export controls on critical minerals and tighter scrutiny of foreign firms. global-economy-news.com
- Supply chain “friend‑shoring” is accelerating, with companies shifting production to countries like Vietnam, Mexico, and India. global-economy-news.com
These moves collectively push the two economies toward greater separation, even as officials publicly reject the term “decoupling.”
Bottom line
The U.S. reiterates that it does not seek to decouple from China because full separation would be economically damaging and diplomatically destabilizing. But the trajectory of policy actions — on both sides — suggests a gradual, unintended drift toward deeper economic and technological separation.
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StillWandering
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