Group 1 - The fifth round of China-US trade negotiations concluded on October 26 in Kuala Lumpur, with unexpected yet reasonable outcomes, as President Trump made rare concessions [1] - US Treasury Secretary Mnuchin announced the cancellation of the plan to impose 100% tariffs on Chinese goods originally set for November 1, indicating a clear softening of the US stance in the trade war [1] - The negotiations highlighted the importance of rare earth elements, which are crucial for high-tech industries, with China controlling a significant portion of the global supply chain [3] Group 2 - Trump's initial hardline approach included threats of a complete decoupling from China, but internal pressures from his economic advisory team revealed the potential severe impact on the US high-tech sector [5][7] - The upcoming midterm elections in the US posed a significant political risk for Trump, as losing support from agricultural states affected by trade tensions could jeopardize his administration's future [8] - A preliminary consensus was reached during the negotiations, with China potentially agreeing to purchase large quantities of US soybeans and delaying export controls on US rare earths for a year [8] Group 3 - China's firm stance during the negotiations emphasized its commitment to safeguarding its core interests, suggesting that the US may have made concessions under pressure [8] - Recent data from China's Ministry of Commerce indicated a significant increase in foreign investment, with nearly 49,000 new foreign-funded enterprises established and actual foreign capital utilization reaching 573.75 billion RMB in the first nine months of the year, reflecting growing international confidence in the Chinese market [9] - The trade war is viewed as a broader contest between two development models and governance philosophies, with China advocating for cooperation and mutual benefit in a globalized world [9][10]
特朗普还是服软了，贸易战暂告段落，5千亿外资涌入！
Sou Hu Cai Jing·2025-10-31 18:50