# US-China Trade
Latest news and articles about US-China Trade
Total: 7 articles found

Beijing’s Economic Balancing Act: High-Stakes Trade Diplomacy and the Domestic Housing Lifeline
China is launching a dual-track economic strategy, dispatching Vice Premier He Lifeng for high-stakes trade talks with the U.S. in South Korea while simultaneously easing property regulations across major domestic hubs to revitalize the housing market. These moves come alongside massive new investments in domestic AI infrastructure, as seen in a multi-billion RMB GPU procurement deal.

The $166 Billion Rebate: A Legal Reversal of Trump-Era Tariffs Reshapes US-China Trade
Following a landmark U.S. Supreme Court ruling against Trump-era IEEPA tariffs, the U.S. government has begun refunding $166 billion to importers, sparking a scramble among Chinese listed companies to recover costs. While the logistics of the refund favor American Importers of Record, the influx of capital is expected to stabilize global supply chains and improve cash flow for Chinese manufacturers.

Fuyao’s Glass Half Empty: Why China’s Manufacturing Icon is Threatening a US Exit
Cao Dewang, the founder of Fuyao Glass, has threatened to close his U.S. factories in response to escalating tariffs and the exclusion of Chinese EV makers from the American market. Despite record profits in the U.S., Cao's shift from an advocate for American manufacturing to a vocal critic reflects the growing geopolitical friction and the alignment of Chinese private industry with Beijing's state interests.

The AI Arms Merchant: Zhongji Innolight’s Trillion-Yuan Ascent and the Geopolitical Trap
Zhongji Innolight has briefly surpassed a 1 trillion RMB market cap, driven by explosive demand for AI-critical optical modules. While the company’s Q1 2026 earnings show triple-digit growth, it faces severe risks from supply chain shortages, high customer concentration, and ongoing US-China trade tensions.

A Bitter Pill: Trump’s 100% Drug Tariffs and the Future of Chinese Biotech
President Trump has signed an executive order under Section 232 to impose 100% tariffs on imported patent drugs and APIs, aimed at forcing price concessions and manufacturing onshoring. While Chinese biotech firms face new challenges, many are already pivoting toward U.S.-based production to mitigate these trade risks.

China’s Economic Tightrope: Regulatory Overhaul Meets a Resurgent Property Market
China is balancing a major regulatory push to professionalize its capital markets with efforts to stabilize the property sector, evidenced by record-breaking housing transactions in Shanghai. Meanwhile, Beijing is escalating trade tensions with the U.S. through new 'trade barrier' investigations, signaling a shift toward more sophisticated legal retaliation in global commerce.

Power Play: The US-China IP Battle Over Battery Tech Re-enters the ITC Spotlight
The U.S. International Trade Commission is reviewing existing exclusion orders against several Chinese battery jump starter manufacturers to determine if changes in law or public interest warrant their modification. This move follows a years-long intellectual property dispute initiated by NOCO Company that resulted in significant market barriers for major Chinese electronics exporters.