中美关税僵局还剩几次“加时卡”？

Group 1 - The core viewpoint of the article is that the recent extension of the tariff suspension between China and the U.S. provides a temporary reprieve for businesses, particularly in the cross-border e-commerce sector, amidst ongoing trade tensions [1][4][8] - The U.S. has agreed to suspend the implementation of a 24% tariff on Chinese goods for an additional 90 days starting from August 12, 2025, while retaining a remaining 10% tariff [1][2] - Similarly, China will suspend the 24% tariff on U.S. goods for 90 days and maintain the remaining 10% tariff, while also taking necessary measures to suspend or cancel non-tariff countermeasures against the U.S. [1][2] Group 2 - The article reviews the history of the tariff war, highlighting significant increases in tariffs from the U.S. and corresponding retaliatory measures from China, with tariffs reaching as high as 125% at one point [2] - The recent negotiations are seen as a continuation of the Geneva round, which resulted in a temporary ceasefire and a significant reduction in tariffs [2][5] - The upcoming negotiations are expected to focus more on structural issues such as industrial subsidies and technology controls, rather than solely on tariffs, indicating that further extensions of tariff suspensions may be likely [5][6][7] Group 3 - The market is adjusting expectations, with analysts suggesting that future agreements may involve minor adjustments and further extensions rather than a complete rollback of tariffs [6][7] - The current high tariff rates on cross-border e-commerce, which hover around 55%, are becoming less distinctive as other countries face similar increases in tariffs [11][12][16] - The article suggests that businesses should prepare for a prolonged period of uncertainty and potential ongoing negotiations, emphasizing the need for strategic adjustments in response to the evolving trade landscape [9][17]