In recent years, China’s rapid rise in the fields of economy, technology, military, education, and global influence has significantly impacted the United States’ STEM education strategy, triggering a heightened sense of crisis and strategic alertness. Based on an analysis of 31 national-level STEM education policy documents issued by the United States between 2001 and 2024, this study identifies five main factors related to China: economic and technological growth, military modernization, a quantitative advantage in STEM talent, leading performance in international assessments, and enhanced global influence. The United States regards China’s rapid development as a systemic challenge and has responded through multiple pathways, including increasing educational investment, optimising domestic talent development mechanisms, attracting international talent, and building a comprehensive STEM education ecosystem, in order to maintain national competitiveness and global leadership. The adjustment of the U.S. STEM education strategy is driven not only by the internal logic of educational reform but also profoundly shaped by international geopolitical competition. Attention should be paid to the political mobilisation purposes underlying the U.S. crisis narratives targeting China. These findings deepen the understanding of education policy adjustment mechanisms in the context of major-power strategic competition and provide theoretical support and policy insights for China in advancing its education powerhouse strategy, strengthening strategic composure, and enhancing international discourse capacity.