Core Points - The joint statement from the US-China Geneva trade talks indicates a significant reduction in tariffs, with the US committing to cancel 91% of tariffs on Chinese goods and modify 34% of reciprocal tariffs, while China will also cancel 91% of its counter-tariffs on US goods [1] - The announcement is expected to boost confidence among export enterprises and stabilize the global market, with industries such as high-end manufacturing, agriculture, green energy, electronics, machinery, and textiles anticipated to benefit [1][3] Industry Impact - The trade talks signal positive developments for global supply chains and industrial stability, providing valuable confidence for businesses [3] - Companies in the textile and apparel sectors, particularly those exporting to the US, are expected to leverage their advantages to enhance supply chain capabilities and compete in international markets [3] - The reduction in tariffs is projected to lower marginal costs for foreign trade enterprises, potentially leading to a rebound in export orders in the second quarter [4] - High-end manufacturing and green energy sectors are likely to see substantial benefits, with reduced costs for semiconductor equipment and materials aiding domestic manufacturing upgrades [4] - The green energy industry, particularly in components for electric vehicles and energy storage, is expected to experience rapid growth due to lower import costs [4] Integration of Domestic and Foreign Trade - The positive progress in US-China tariff negotiations is anticipated to accelerate the integration of domestic and foreign trade, encouraging more Chinese companies to engage in exports [5] - The easing of trade tensions is expected to enhance the resilience and efficiency of supply chains, with new logistics models and cross-border e-commerce gaining traction [6] - A stable trade relationship will support long-term investment planning in cross-border business [5]
热点聚焦 | 中美日内瓦经贸会谈联合声明发布 A股、港股全线飘红 高端制造、绿色新能源产业受益
Guang Zhou Ri Bao·2025-05-12 19:31