1. The escalation of the China US technology trade war

Chip Ban 2.0: US Department of Commerce announces expansion of export restrictions on advanced AI chips and manufacturing equipment to China, adding 17 Chinese semiconductor companies to the Entity List

China's countermeasures:

Implement quota control on key metals such as gallium and germanium exported to the United States

Freeze Micron Technology's assets in China through the implementation rules of the Anti Foreign Sanctions Law

Industry impact: China's mature process chip exports increase by 60% (January May), but AI server manufacturers turn to South Korea's Samsung to purchase HBM memory

2. Conflict between the European and American new energy industries

EU imposes tariffs on electric vehicles from China:

Starting from June 1st, a 28% tariff will be imposed on Chinese electric vehicles (previously 10%)

Green protectionism in the United States:

The revised version of the Inflation Reduction Act requires 75% beautification of battery components in the north (starting from 2026)

Chinese photovoltaic module exports to the United States decrease by 40%, turning to Southeast Asia

3. The rise of trade alliances among developing countries

Unified tariff policy of BRICS countries:

Russia, India, and South Africa will launch a pilot program for mutual exemption of tariffs on industrial products in July

China promotes the inclusion of products such as bearings and photovoltaics in the first batch of lists

African Free Trade Zone counterattack:

African Union imposes retaliatory tariffs on EU steel dumping

Chinese car brands have surpassed 35% market share in Nigeria

4. New Battlefield of Digital Trade

TikTok ban spreading:

The United States requires ByteDance to strip TikTok before the end of 2025

EU proposes legislation to restrict the export of Chinese social e-commerce data