中美达成共识，锂电池材料出口管制取消

Core Viewpoint - The recent economic talks between China and the U.S. in Kuala Lumpur resulted in significant agreements aimed at resolving trade issues and enhancing cooperation between the two nations [2][6]. Summary by Sections Section 1: Trade Tariffs and Measures - The U.S. will cancel the 10% "fentanyl tariff" on Chinese goods, including those from Hong Kong and Macau, while the 24% reciprocal tariff will remain suspended for one year. China will adjust its countermeasures accordingly and extend certain tariff exclusions [2]. - The U.S. will also suspend the implementation of its 50% export control rule announced on September 29 for one year, while China will pause its related export control measures announced on October 9 for the same duration [2]. Section 2: Export Controls on Lithium Battery Materials - On October 9, China announced strict export controls on lithium battery materials, including artificial graphite anode materials, manufacturing equipment, and production technologies, marking the most stringent restrictions ever imposed on these materials [3][4][7]. - Specific items under control include rechargeable lithium-ion batteries with a weight energy density of 300 Wh/kg or more, and various manufacturing equipment such as winding machines and liquid injection machines [3][4][7]. Section 3: Maritime and Logistics Investigations - The U.S. will suspend its 301 investigations into China's maritime, logistics, and shipbuilding industries for one year, with China reciprocating by pausing its countermeasures [6]. - Additional agreements include cooperation on fentanyl control, expanding agricultural trade, and addressing specific corporate cases, with both sides reaffirming previous agreements from the Madrid economic talks [6].