中美10月25日起就关税进行部长级磋商

Core Viewpoint - The upcoming ministerial-level talks between the U.S. and China on October 25-26 in Malaysia will address issues including China's new export controls on rare earths, with potential coordinated responses from allies if no adjustments are made [2][4]. Group 1: Ministerial Talks - U.S. Treasury Secretary Becerra and USTR representative Greeley will represent the U.S., while China's Vice Premier He Lifeng will participate in the talks [4]. - The discussions are part of preparations for a meeting between the two countries' leaders at the APEC summit in South Korea at the end of October [4]. - Becerra expressed hope that the rare earth issue could be resolved before the weekend, allowing for positive discussions between the leaders [4]. Group 2: Trade and Export Controls - President Trump indicated plans for a lengthy discussion with President Xi, mentioning that a rare earth agreement and potentially a soybean deal could be reached [4]. - Ongoing negotiations are challenging, with reports suggesting the Trump administration is considering new export controls on U.S. software as a countermeasure to China's rare earth regulations [4]. - Becerra stated that all options regarding software export controls are on the table, and any actual implementation would be coordinated with the G7 [4]. Group 3: Tariffs - Trump announced plans to impose a 100% tariff on China starting November 1, which includes significant software export controls [5].