핵심요약

• 2026년 6월, 미국은 188개 중국 기업을 군산복합체 목록에 추가했습니다.
• 알리바바, 바이두, 중국모바일 등 주요 기술 기업이 포함되었습니다.
• 이 목록에 포함된 기업들은 미국 국방계약 체결이 금지됩니다.
• 2021년 국방권한법(NDAA) 제1260H조에 따라 매년 발표되며, 2030년까지 계속됩니다.
• 2026년 2월 initially 발표되었으나, 펜타곤의 요청으로 철회되었습니다.

도입

이번 기사에서 미국이 중국 기업들을 군산복합체 목록에 추가한 것은 투자자들에게 중요한 의미를 가지고 있습니다. 특히 중국 기업들이 미국 시장에서 활동하는 데 제한을 받을 수 있기 때문입니다. 이는 중국 기업들의 수익성과 성장 가능성에 직접적인 영향을 미칠 수 있습니다.

본문 1: 미국군산복합체 목록의 영향

미국이 188개 중국 기업을 군산복합체 목록에 추가한 것은 중국 기업들의 미국 시장 진출을 크게 제한할 수 있습니다. 특히 알리바바, 바이두, 중국모바일 같은 주요 기술 기업들은 미국 시장에서 중요한 비즈니스를 운영하고 있습니다. 이 목록에 포함된 기업들은 미국 국방계약 체결이 금지되므로, 이들의 수익성에 부정적인 영향을 미칠 수 있습니다. 이는 중국 기업들의 미국 시장 진출 전략을 재검토하게 만들 것입니다.

본문 2: 중국 기업들의 대응 전략

중국 기업들은 미국 시장 진출을 제한하는 이 조치에 대해 다양한 대응 전략을 마련할 것으로 예상됩니다. 예를 들어, 유럽이나 다른 지역 시장으로의 진출을 확대하거나, 미국 내에서의 운영 방식을 변경할 수 있습니다. 또한, 중국 정부도 이 조치에 대해 강하게 대응할 가능성이 높습니다. 이는 미국과 중국 간의 기술 경쟁을 더욱 심화시킬 수 있습니다.

본문 3: 장기적 전망

이번 조치는 미국과 중국 간의 기술 경쟁을 더욱 심화시킬 가능성이 높습니다. 중국 기업들은 미국 시장 진출을 제한받게 되므로, 다른 지역 시장으로의 진출을 확대할 것으로 예상됩니다. 또한, 중국 정부는 이 조치에 대해 강하게 대응할 가능성이 높습니다. 이는 미국과 중국 간의 기술 경쟁을 더욱 심화시킬 수 있습니다.

결론

미국이 중국 기업들을 군산복합체 목록에 추가한 것은 중국 기업들의 미국 시장 진출을 제한할 수 있습니다. 이는 중국 기업들의 수익성과 성장 가능성에 부정적인 영향을 미칠 수 있습니다. 또한, 미국과 중국 간의 기술 경쟁을 더욱 심화시킬 가능성이 있습니다. 투자자들은 이 조치의 장기적인 영향을 고려하여 투자 결정을 내리는 것이 중요합니다.

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원문 링크: https://news.google.com/rss/articles/CBMijgFBVV95cUxQVl9rOHkwQl9VYldidlJVajgtZzY4VE5TQmt6eEQ2czIxaTk5N3Ywd3diVXdCT3dKVmhUNmxMRjJ0UnJKdGE2TUtuNklrdWx4UTVGZG5kY1pvWnNEWUhkdmZ5WkV3R0plREV6aTlGc1JEUHVQeG02VzRsVE82OERteXhsMGNfTEVPMllnN0p3?oc=5

US-China Relations in the Trump 2.0 Era: A Timeline - China Briefing

This timeline was created on January 21, 2025, and was last updated on June 17, 2026.

This timeline tracks the developments in the US-China relationship during President Donald Trump’s second term in office.

Previously, China Briefing tracked and documented the US-China trade war in the Trump era and the evolution of US-China relations in the Biden Era . We also track current tariff rates in our article: Breaking Down the US-China Trade Tariffs: What’s in Effect Now?

US-China relations in the Trump 2.0 era

June 8 to 13, 2026: US Adds Top Chinese Tech Firms to Military Blacklist

The US Department of Defense (DoD) has designated a slew of top Chinese tech companies as military companies, adding a total of 188 new entities to the List of Chinese Military Companies (the 1260H List).

The new additions include Alibaba, Baidu, BGI Group, BYD, COSCO Shipping, China Mobile, and China Telecom.

Alibaba and Baidu are “indirectly affiliated with SASAC [State-owned Assets Supervision and Administration Commission]” and a “military-civil fusion contributor to the Chinese defense industrial base” through their affiliation with the Ministry of Industry and Information Technology (MIIT), according to the DoD.

Other companies, such as COSCO, are designated as being directly controlled by SASAC and acting officially on behalf of the People’s Liberation Army (PLA).

A previous update to the list, which included the addition of these companies, was announced in February, but the DoD withdrew the document shortly after release without explanation at the request of the Pentagon.

Under Section 1260H of the National Defense Authorization Act (NDAA) for Fiscal Year 2021, the Secretary of Defense is required to identify and publish a list of “Chinese military companies” annually until 2030. Inclusion on this list does not result in immediate sanctions in the same way that the Commerce Department’s Entity List does, but it prohibits the companies from entering into US defense contracts and sends a signal to investors that they may be subject to regulatory scrutiny and possible restrictions in the future.

The military blacklist will have a more direct impact on biotechnology companies. Under the BIOSECURE Act, which was passed through the NDAA 2026 in December, Chinese biotechnology companies included on the list will be restricted from entering into federal contracts for biotechnology equipment or services. The 2025 update already included three subsidiaries of the Chinese biotech company BGI Group, while WuXi AppTec Co. has been added to the latest update.

Speaking to reporters on June 13, a spokesperson for China’s Ministry of Commerce stated that “China expresses its strong dissatisfaction and firm opposition” to the move, adding that the US had “disregarded the consensus reached at the Beijing meeting between the two heads of state” and “unreasonably suppressed Chinese companies”. They also urged the US to withdraw the measures immediately, and warned that China would otherwise “resolutely and forcefully retaliate”.

June 2, 2026: USTR proposes 12.5 percent tariff on goods from the Chinese mainland and Hong Kong

The US Trade Representative (USTR) has proposed a tariff ranging from 10 to 12.5 percent on 60 economies, including China, as a result of a Section 301 investigation into forced labor.

The investigation, one of two launched on March 12, seeks to reinstate tariffs on trading partners following the Supreme Court’s decision striking down tariffs imposed under the International Emergency Economic Powers Act (IEEPA), a core tenet of Trump’s tariff regime.

The USTR alleges that all 60 countries under investigation have “failed both to impose a forced labor import prohibition and to effectively enforce such a prohibition”.

The USTR has proposed a lower 10 percent tariff on countries that already impose or have taken steps to impose a forced labor import prohibition. However, China falls outside this scope and would therefore be subject to the higher 12.5 percent tariff.

A range of items would be exempt from the tariff, including all goods currently subject to the Section 232 tariffs, as well as commodities that cannot be produced in sufficient quantities in the US, such as tea, coffee, and tropical fruits. These goods were previously exempt from the IEEPA tariffs.

The USTR is collecting comments on the proposal until July 6, before a hearing on July 7.

A spokesperson for China’s Foreign Ministry condemned the move, telling reporters that “China opposes all forms of unilateral tariff measures”, adding that “There is no such thing as ‘forced labor’ in China, and we oppose using it as a pretext for political manipulation”. However, China has thus far stopped short of announcing any counter-measures. This may be due to an agreement reached between the two sides during Trump’s recent visit to Beijing that the US could reinstate tariffs, provided they do not surpass the rate negotiated as part of the Busan agreement.

However, another Section 301 investigation into excess capacity is still ongoing, and any additional tariffs proposed as a result could exceed this threshold.

May 20, 2026: US and China agree to tariff terms but delay extension to one-year truce

China and the US appear to have agreed on terms for the restoration of the US’s now-voided tariffs on China, but have not yet agreed on an extension to the one-year trade truce negotiated in October last year.

In an interview with Reuters on May 19, US Treasury Secretary Scott Bessent said he believed that China would accept the restoration of the prior tariff rates through the Section 301 investigations, “as long as they don’t go higher”. The two investigations are set to be concluded this summer.

The Chinese side has obliquely confirmed this. In a May 20 press briefing , the Chinese Ministry of Commerce (MOFCOM) told reporters that it hoped the US would “honor its commitments” and ensure that “the level of US tariffs on China will not exceed the level” agreed upon following the Trump-Xi meeting in Busan in October. This meeting resulted in the two sides agreeing to cut two-way tariffs and suspend a range of other trade barriers.

This suggests that the two Section 301 tariff investigations, initiated in March following the Supreme Court’s decision to remove the two tariff lines imposed on China under IEEPA, will each result in a 10 percent duty on Chinese goods, replacing the 10 percent “fentanyl” and 10 percent reciprocal tariff imposed under IEEPA.

It remains unclear whether this means China will rescind the investigations launched in retaliation for the two Section 301 investigations.

While this is not a final resolution to the trade dispute, agreeing on the terms of the tariff restorations reduces the risk that the Section 301 investigations instigate another tariff war.

When asked whether the one-year truce negotiated in Busan would be extended, Bessent said that the US was “not in a rush to extend it”, adding that “Things are stable”.

Source: https://news.google.com/rss/articles/CBMijgFBVV95cUxQVl9rOHkwQl9VYldidlJVajgtZzY4VE5TQmt6eEQ2czIxaTk5N3Ywd3diVXdCT3dKVmhUNmxMRjJ0UnJKdGE2TUtuNklrdWx4UTVGZG5kY1pvWnNEWUhkdmZ5WkV3R0plREV6aTlGc1JEUHVQeG02VzRsVE82OERteXhsMGNfTEVPMllnN0p3?oc=5