美国硬扛关税买中国货，特朗普主动放风：预计下周达成贸易协议

Core Viewpoint - The U.S. is expected to reach a trade agreement with China during the upcoming APEC summit, as President Trump expresses urgency due to the impending expiration of tariffs and countermeasures on November 10 [1][3]. Group 1: Trade Dynamics - Despite high tariffs, the U.S. maintains a rigid demand for Chinese imports, with daily imports remaining stable at $1 billion, and exports to the U.S. from China exceeding $100 billion from July to September [3][4]. - The import substitution rate for key Chinese products in the U.S. is below 30%, indicating deep integration of supply chains, particularly in sectors like semiconductors where China holds a 45% market share for precision components [4]. Group 2: Economic Pressures - High tariffs have led to increased costs for U.S. businesses and consumers, with the automotive industry warning of rising component costs and declining employment in key manufacturing states [4]. - The deadline for tariff extensions is approaching, creating significant pressure on the U.S. administration to negotiate a new agreement to avoid further economic repercussions [4]. Group 3: Credibility of Negotiations - Trump's history of rapidly changing positions raises doubts about the credibility of his statements regarding the potential trade agreement with China [5]. - The Chinese perspective emphasizes a commitment to diversifying foreign trade and not compromising on principles for a deal, suggesting that U.S. sincerity and action are crucial for any resolution [7].