“好得超出我预期”，中国外贸人熬过最难的一个月

Core Points - The recent US-China trade talks resulted in the cancellation of 91% of tariffs by both sides, with a temporary suspension of 24% tariffs for 90 days [1][10] - The economic implications of the trade relationship are significant for both countries and global economic stability [1] - The average tariff rate on Chinese goods exported to the US is now approximately 30% after the tariff reductions [1] Group 1: Trade Impact - The trade talks have led to a surge in the Chinese stock market and a positive response from economists, indicating a better-than-expected outcome [1][4] - Many Chinese traders are eager to capitalize on the 90-day tariff suspension, with increased production and shipping activities anticipated [4][5] - The logistics sector is experiencing heightened activity as companies rush to adjust pricing and shipping arrangements [5][9] Group 2: Business Sentiment - Business owners expressed relief and optimism following the trade talks, with some indicating a willingness to resume orders despite previous uncertainties [4][23] - The sentiment among traders reflects a cautious optimism, as they prepare for potential future changes in trade policy [10][23] - The trade environment has forced many businesses to reconsider their strategies, with some exploring alternative markets and production locations [12][19] Group 3: Long-term Considerations - The trade dynamics have prompted discussions about the sustainability of the current global trade order, with potential shifts towards decoupling or increased cooperation [2][10] - The ongoing uncertainty surrounding US trade policies continues to pose challenges for businesses, necessitating contingency planning [10][21] - The resilience of Chinese manufacturing and its integrated supply chains remains a competitive advantage, despite the pressures from shifting trade policies [13][14]