Group 1 - The US-China trade conflict is intensifying, with the third round of negotiations set to take place in Sweden, and the US Treasury Secretary signaling a potential extension of the tariff truce [1][4] - High tariffs, originally planned to be reinstated at 145% on August 12, are causing significant distress among major US companies like Apple, Tesla, and General Motors, leading to increased cost pressures [4][6] - China is diversifying its export markets, with exports to Africa increasing by 21.6%, to ASEAN by 13%, and to the EU by 6.6%, effectively offsetting declines in exports to the US [4] Group 2 - The US is shifting its strategy by demanding that China cease purchasing oil from Russia and Iran, threatening a 100% "secondary tariff" if compliance is not met [6][8] - China's response includes a significant increase in rare earth exports to the US, which surged to 353 tons in June, a 660% month-on-month increase, alongside new restrictions on battery material technology exports [8][9] - The upcoming negotiations present two options: extend the tariff truce for 90 days or resume high tariffs, with China firmly stating its position on trade discussions [9][10]
终于来了，中美定下谈判地点，中国出口绕道全球市场
Sou Hu Cai Jing·2025-07-26 01:00