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一刻也等不了!特朗普宣布好消息,中美达成多项协议,稀土稳了?
Sou Hu Cai Jing·2025-07-02 17:17

Group 1 - The core viewpoint of the news is that the so-called "reconciliation agreement" between the US and China is more of a public relations effort by the US rather than a genuine resolution of deep-seated economic conflicts [1][8] - The agreement primarily focuses on China's expedited rare earth exports to the US in exchange for the US lifting trade restrictions, highlighting the US's strategic dependence on Chinese rare earth supplies [1][3] - The US Secretary of Commerce confirmed that the agreement is essentially a refinement of the Geneva consensus from May, rather than a new comprehensive trade deal, indicating a contradiction in the US's portrayal of the negotiations [1][3] Group 2 - China's response to the agreement emphasizes procedural justice and the need for official confirmation, indicating that the export of rare earths will not be unrestricted and that China has alternative supply agreements in place [3][6] - The US is under significant domestic pressure to demonstrate progress in trade negotiations, particularly with upcoming midterm elections, which may influence its approach to tariffs and trade agreements [5][6] - The core issues of the trade conflict remain unresolved, with the US retaining additional tariffs on certain products and China insisting that unilateral tariffs violate WTO rules, suggesting that the potential for renewed tensions exists [6][8]