逸语道破：中美关税“休战”，有几个错误认知需要澄清

Core Viewpoint - The joint statement from the China-U.S. Stockholm economic talks indicates a shift towards more constructive and pragmatic negotiations, with both sides agreeing to maintain a stable framework for trade discussions and a temporary pause on additional tariffs [1][3][12]. Summary by Sections Trade Negotiation Framework - China is currently the only country effectively countering U.S. pressure and transitioning the U.S.-China trade discussions from a highly politicized atmosphere to functional and pragmatic negotiations [2]. - The established negotiation mechanism has allowed for a return to a relatively stable communication and dialogue framework reminiscent of the pre-2018 trade environment [2]. - The framework includes clear delineation of issues of concern for both sides, facilitating ongoing high-level discussions [2]. Outcomes of the Stockholm Talks - The Stockholm joint statement introduced a "constructive" tone, reflecting an increase in satisfaction with the outcomes of the talks [3]. - The consensus reached emphasizes that certainty in trade relations is preferable to uncertainty, aiming to control the trade conflict at an acceptable level [5][6]. - The talks have resulted in a mutual understanding that unilateral pressure tactics from the U.S. are counterproductive, as they could lead to significant economic repercussions for the U.S. [6][8]. Future Implications - The joint statement signifies a continuation of the previous 90-day pause in tariff increases, maintaining the status quo in U.S.-China trade relations [12]. - There is an emphasis on the importance of maintaining a stable policy environment, with both sides agreeing to reciprocal actions regarding tariffs [12][13]. - The ongoing negotiations are expected to adhere to market economic principles, despite the U.S. government's various policy challenges [14]. Strategic Positioning - The current state of U.S.-China relations is characterized as a "strategic stability," indicating a recognition from both sides of the need for ongoing dialogue and negotiation [11]. - The ability of China to withstand U.S. strategic pressure and compel the U.S. to return to the negotiation table is seen as a significant achievement [11][9]. - The framework established through these negotiations is viewed as a foundation for future discussions, with the potential for more substantive agreements as both sides continue to engage [14].