24-04-2025

China Rebukes Tariffs as Tech Confidence Surges

Date: 24-04-2025
Sources: edition.cnn.com: 1 | news.sky.com: 1 | nytimes.com: 1 | scmp.com: 3
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Source: scmp.com

Image content: The image shows a humanoid robot performing or demonstrating at a tech exhibition, with a sign reading “Unitree G1” beside it. A crowd of attendees gathers around, many holding up phones to take photos or videos of the robot.

Summary

Across China, public sentiment and industry responses reveal defiance toward U.S. tariff pressure and shifting global dynamics. Beijing dismissed a proposed U.S. tariff reduction as insufficient, signaling mistrust of Washington’s reliability and refusing negotiations without full removal of duties. Simultaneously, China’s tech ecosystem—exemplified by Hangzhou’s rapid innovation and DeepSeek’s open-source AI—projects confidence that restrictions will accelerate domestic capabilities. Online culture amplifies this mood with viral satire targeting U.S. leaders, offering both propaganda utility and an outlet for creators. Yet internal challenges persist, with state media warning that destructive “involution” and short-termism undermine competitiveness. Companies like Pop Mart and robot makers demonstrate pricing power and supply uniqueness, mitigating tariff impacts through premium positioning, production shifts, and strong global demand.

Key Points

  • Beijing rejects partial U.S. tariff cuts, demands full removal and questions U.S. reliability.
  • Hangzhou’s tech sector thrives despite controls, with AI achievements boosting national confidence.
  • Chinese social media satirizes U.S. leaders, reflecting shifting public attitudes and propaganda use.
  • State media warns that “involution” and short-termism threaten long-term competitiveness.
  • Firms exhibit resilience: Pop Mart raises prices and shifts production; robot makers leverage unique products to withstand tariffs.

Articles in this Cluster

China reacts with derision and mistrust to Trump’s trade war olive branch | CNN BusinessClose icon

China dismissed President Trump’s suggestion of substantially lowering U.S. tariffs on Chinese goods, demanding instead that all tariffs be removed and denying any ongoing negotiations. Chinese officials and government-linked scholars view Trump’s shift as driven by U.S. market turmoil and domestic pressure, questioning his reliability and signaling Beijing is in no rush to deal. Social media in China mocked the apparent softening as “chickening out,” while some experts—often censored—warn the prolonged tariff standoff risks deepening China’s economic woes. Trump’s change in tone followed meetings with major U.S. retailers worried about economic fallout, and reports indicated tariffs could drop from 145% to 50–65%, a level Chinese analysts say is insufficient to bring Beijing to the table.
Entities: China, Donald Trump, U.S. tariffs, Beijing, Chinese officialsTone: analyticalSentiment: negativeIntent: inform

'Now is our time': Despite tariffs, China's Silicon Valley is ready to make its mark on the world | World News | Sky News

Hangzhou, dubbed China’s Silicon Valley, is experiencing a surge in tech innovation and confidence despite U.S. tariffs and export controls. Supported by pro-startup local policies, abundant engineering talent, and institutions like Zhejiang University, the city fosters rapid growth for companies from AI hardware to medical diagnostics. Flagship success DeepSeek has boosted national pride by releasing a low-cost, high-performing open-source AI model and earning recognition from China’s leadership, signaling a renewed embrace of tech as an economic pillar. While U.S. restrictions pose challenges—especially for exporters—entrepreneurs in Hangzhou remain defiant, arguing pressure will accelerate domestic innovation. The broader Chinese economy still faces headwinds, but the city’s fast-moving tech scene is poised to shape global markets.
Entities: Hangzhou, China, Zhejiang University, DeepSeek, U.S. tariffsTone: analyticalSentiment: positiveIntent: inform

For China’s Trolls, ‘Chairman Trump’ and ‘Eyeliner Man’ Are Easy Targets - The New York Times

Chinese social media users are heavily trolling the Trump administration with AI-generated memes, songs, and videos, mocking President Trump, Vice President JD Vance (“eyeliner man”), Secretary of State Marco Rubio, and Elon Musk. Content riffs on Cultural Revolution imagery and satirizes policies like steep tariffs and remarks such as Vance’s “Chinese peasants” comment. The trend reflects shifting Chinese perceptions of the U.S., offering propaganda fodder for Beijing while giving liberal-leaning creators an outlet safer than criticizing Xi Jinping. Some posts are being censored, but impersonators and satirists remain popular, with trolling enabled by fewer restrictions on mocking foreign leaders than domestic ones.
Entities: Donald Trump, JD Vance, Marco Rubio, Elon Musk, Chinese social mediaTone: analyticalSentiment: neutralIntent: analyze

China’s ‘involution’ trap is hurting nation’s competitiveness, state media warns | South China Morning Post

China’s state-owned Economic Daily warned that pervasive “involution” (neijuan)—a self-defeating cycle of excessive competition—is undermining the country’s long-term economic competitiveness. It urged local governments and businesses to shift from short-term gains to sustainable growth. The paper criticized local authorities for unsustainable incentives (tax breaks, subsidies) that raise debt and risks, and businesses for destructive price wars, weak differentiation, and short-termism that stifle innovation, waste resources, and erode industry competitiveness.
Entities: Economic Daily, involution (neijuan), China, local governments, businessesTone: analyticalSentiment: negativeIntent: warn

China’s Pop Mart exercises pricing power as Labubu popularity surges abroad | South China Morning Post

Chinese toy maker Pop Mart is raising U.S. prices for its popular Labubu series to $28 from $22 and launching the new Labubu 3.0 globally at 99 yuan in China, as it seeks to protect margins amid U.S.-China tariff uncertainty. The company is also shifting more production to Vietnam. Analysts say Pop Mart’s positioning as a high-end brand for adult buyers gives it pricing power, and it may increase prices on existing collections if tariffs bite further.
Entities: Pop Mart, Labubu, United States, China, VietnamTone: analyticalSentiment: neutralIntent: inform

Why China’s robot makers are unfazed by US tariffs: ‘we’re the only supplier’ | South China Morning Post

Chinese robot makers at the Canton Fair report strong global demand despite escalating US-China tariffs, citing limited foreign alternatives and unique, patent-heavy products. Dolphin Robot Technology, showcasing a fifth-generation robotic café system with nearly 100 patents, secured 8 million yuan in orders in two days. Founder Han Zhaolin says they aren’t absorbing tariffs or cutting prices because US and other buyers have “rigid demand,” with no comparable products from the US, Germany, or Japan, and South Korean options costing roughly twice as much. This scarcity advantage leaves Chinese suppliers largely unfazed by higher US duties.
Entities: Chinese robot makers, US tariffs, Canton Fair, Dolphin Robot Technology, Han ZhaolinTone: analyticalSentiment: neutralIntent: inform