Group 1 - The Chinese Ministry of Commerce announced the inclusion of 17 US entities in the unreliable entity list, prohibiting them from engaging in import and export activities related to China and from making new investments in China starting from April 4 and 9, 2025 [1] - As part of the implementation of the consensus reached during high-level Sino-US economic and trade talks, measures related to the unreliable entity list will be suspended for 90 days starting from August 12, 2025 [1] - Domestic companies in China can apply to conduct transactions with the listed entities, and the review process will be conducted according to the regulations of the unreliable entity list [1]

Core Viewpoint - The Ministry of Commerce of China announced adjustments to export control measures and the unreliable entity list in response to the recent China-US economic talks, indicating a temporary suspension of certain restrictions on US entities [2][3]. Group 1: Export Control Measures - The Ministry of Commerce issued announcements on April 4 and 9, 2025, listing 28 US entities under export control, prohibiting the export of dual-use items to them [2]. - Starting from August 12, 2025, the measures against 16 of these entities will be suspended for 90 days, while the measures against 12 other entities will be completely halted [2]. - Exporters wishing to export dual-use items to these entities must apply to the Ministry of Commerce, which will review applications according to relevant regulations [2]. Group 2: Unreliable Entity List - On April 4 and 9, 2025, 17 US entities were added to the unreliable entity list, prohibiting them from engaging in import and export activities related to China and from making new investments in China [3]. - Effective August 12, 2025, the measures against the entities listed on April 4 will be suspended for 90 days, while those against the entities listed on April 9 will be stopped [3]. - Domestic companies can apply to conduct transactions with these entities, and the review process will be conducted according to the regulations of the unreliable entity list [3].

Group 1 - The Chinese Ministry of Commerce has announced the inclusion of 28 US entities in the export control list, prohibiting the export of dual-use items to these entities [2] - Effective from August 12, 2025, the measures against 16 of the entities listed on April 4 will be suspended for 90 days, while measures against 12 entities listed on April 9 will be halted [2] - Exporters wishing to export dual-use items to these entities must apply to the Ministry of Commerce, which will review applications according to relevant regulations [2] Group 2 - The Ministry of Commerce has also included 17 US entities in the unreliable entity list, prohibiting these entities from engaging in import and export activities related to China and from making new investments in China [3] - Starting from August 12, 2025, the measures against the entities listed on April 4 will be suspended for 90 days, and measures against those listed on April 9 will be stopped [3] - Domestic companies can apply to conduct transactions with the entities on the unreliable entity list, and the review process will be conducted according to the regulations [3]

Group 1 - The Chinese Ministry of Commerce has added 28 US entities to the export control list, prohibiting the export of dual-use items to these entities [1] - Starting from August 12, 2025, measures against 16 of the entities listed on April 4 will be suspended for 90 days, while measures against 12 entities listed on April 9 will be halted [1] - Exporters wishing to export dual-use items to these entities must apply to the Ministry of Commerce, which will review applications according to relevant regulations [1] Group 2 - The unreliable entity list mechanism has also included 17 US entities, prohibiting them from engaging in import and export activities related to China and from making new investments in China [2] - Similar to the export control measures, from August 12, 2025, the measures against the entities listed on April 4 will be suspended for 90 days, and those against the entities listed on April 9 will be stopped [2] - Domestic companies can apply to conduct transactions with the entities on the unreliable entity list, and the mechanism will review applications for approval [2]

Core Viewpoint - The article discusses the recent developments in US-China relations, particularly focusing on the timing of Trump's planned visit to China and the simultaneous arrest of Chinese citizens by the US Department of Justice, suggesting a strategic maneuver by the US amidst ongoing trade tensions [1][3]. Group 1: US-China Relations - Trump's visit to China was initially seen as a positive step for business relations, with a large delegation of CEOs expected to accompany him [1][3]. - The arrest of six Chinese citizens on charges related to funding North Korea's weapons program appears to be a calculated move by the US, undermining the diplomatic overtures [1][3][5]. - The article compares this situation to previous incidents, such as the Meng Wanzhou case, highlighting a pattern of the US engaging in diplomatic gestures while simultaneously taking aggressive actions [5][7]. Group 2: Economic Implications - The article emphasizes the intertwined nature of US-China trade, suggesting that extreme measures like a 500% tariff would be self-destructive for the US economy [7][10]. - Federal Reserve Chairman Jerome Powell indicated that the trade tensions and tariffs have complicated monetary policy, preventing interest rate cuts that could stimulate the economy [8][10]. - The US faces significant internal challenges, including inflation and economic slowdown, which may drive its aggressive foreign policy [10][11]. Group 3: Strategic Responses - China's diplomatic strategy, particularly Wang Yi's recent meetings in Europe, is portrayed as a counter to US efforts to isolate China in the Indo-Pacific region [11][13]. - The article suggests that China is leveraging its position by engaging with European leaders, thereby undermining US influence [11][13]. - China's potential use of tools like the "Unreliable Entity List" and export controls on rare earth elements is highlighted as a means to exert pressure on the US [13][19]. Group 4: Broader Context - The article argues that the current geopolitical landscape reflects a shift in power dynamics, with China adopting a more strategic and composed approach compared to the US's aggressive tactics [15][17]. - It posits that the ongoing competition is not just about trade but represents a clash of development philosophies, with China's cooperative model gaining traction [17][21]. - The narrative concludes that the US's attempts to maintain its hegemony through conflict are increasingly seen as outdated, while China's approach is viewed as more aligned with contemporary global cooperation [21].

Core Viewpoint - The ongoing trade tensions between China and the United States have led to significant shifts in trade patterns, particularly in the oil sector, with China halting imports of U.S. crude oil for two consecutive months, resulting in the lowest U.S. crude oil export levels since 2020 [1][8]. Group 1: Trade Relations and Tariffs - The U.S.-China trade war began in 2018, initiated by the Trump administration's imposition of tariffs on $34 billion worth of Chinese goods, citing trade deficits and intellectual property concerns [1][3]. - China responded with tariffs ranging from 5% to 25% on U.S. products, significantly impacting U.S. agricultural exports, particularly soybeans [3]. - The trade conflict escalated with the U.S. targeting Chinese tech firms like Huawei, leading to further tariffs on $1.2 trillion and $1.8 trillion worth of Chinese goods [3][4]. Group 2: Economic Impact - The U.S. trade deficit has increased from $950.2 billion in 2018 to $1,211.75 billion in 2024, indicating that the tariffs have not achieved their intended goal of reducing the trade deficit [7]. - Over 90% of the tariff costs have been passed on to U.S. importers, downstream businesses, and consumers, leading to increased prices and living costs in the U.S. [7]. - Despite facing some export pressures, China has shown resilience by expanding domestic demand and diversifying trade partnerships, maintaining stable economic growth [7]. Group 3: Energy Sector Dynamics - The halt in U.S. crude oil imports by China is attributed to the U.S. tariff policies, which have diminished the price advantage of U.S. crude oil for China [8]. - The U.S. shale oil producers are projected to face losses of at least $10 billion due to the absence of the Chinese market, with U.S. crude oil exports dropping to 3.883 million barrels per day, a 4% decrease [8]. - China is actively seeking to diversify its energy imports, with agreements in place with Russia and Qatar to secure alternative oil and gas supplies [8]. Group 4: Global Economic Implications - The trade war has disrupted global supply chains, forcing multinational companies to reallocate resources and adjust production strategies, thereby increasing operational costs and risks [10]. - The unilateral actions by the U.S. have undermined the multilateral trade system, leading to slower progress in global trade negotiations and increasing trade disputes among nations [10]. - Some Southeast Asian countries have benefited from the trade war as they become alternative production bases for multinational companies, while those reliant on U.S.-China trade face economic slowdowns [10].

Group 1 - The core viewpoint of the article is that China will suspend measures against 17 U.S. entities listed in the unreliable entity list and 28 U.S. entities in the export control list for 90 days starting from May 14, 2025, as part of the consensus reached during the high-level economic talks between China and the U.S. [2][4] Group 2 - The unreliable entity list mechanism will prohibit the 17 U.S. entities from engaging in import and export activities related to China and from making new investments in China, effective from April 4 and 9, 2025 [2] - Domestic companies can apply to trade with the entities on the unreliable entity list, and the applications will be reviewed according to the relevant regulations [2] Group 3 - The export control list will prohibit exports of dual-use items to the 28 U.S. entities, with the same suspension of measures for 90 days starting from May 14, 2025 [4] - Exporters wishing to export dual-use items to these entities must submit applications to the Ministry of Commerce, which will review and approve compliant applications [4]

Group 1 - The Chinese government has decided to suspend measures related to the unreliable entity list for 90 days starting from May 14, 2025, affecting 17 US entities that were previously listed [1] - The suspension is part of the implementation of the consensus reached during the high-level economic and trade talks between China and the US [1] - Domestic companies in China can apply to conduct transactions with the listed entities, and the review process will be conducted according to the relevant regulations [1] Group 2 - The Chinese government will also suspend measures related to the export control list for 90 days starting from May 14, 2025, which includes 28 US entities that were previously restricted from receiving dual-use items [2] - Exporters wishing to export dual-use items to these entities must submit applications to the Ministry of Commerce, which will review them according to the relevant export control regulations [2] - The decision to suspend these measures aligns with the agreements made during the high-level economic and trade talks between China and the US [2]

Group 1 - The Chinese government has added 17 American entities to the unreliable entity list, effective April 4 and 9, 2025, prohibiting these companies from engaging in import and export activities related to China [1] - The inclusion in the unreliable entity list also restricts these companies from making new investments within China [1]

来源：中国基金报 中国对美国的新一轮反制，来了！ 01 强硬反制！ 中方对原产于美国的所有进口商品再加征50%关税 美国东部时间4月8日，美方将此前宣布的对中国输美产品加征34%所谓"对等关税"，进一步提高50%至84%。 国务院关税税则委员会今天发布公告，自4月10日12时01分起，调整《国务院关税税则委员会关于对原产于美国的进口商品加征关税的公告》（税委会公告 2025年第4号）规定的加征关税税率， 原产于美国的所有进口商品的加征关税税率由34%提高至84% 。 02 将12家美国实体列入出口管制管控名单 商务部今日发布公告，将12家美国实体列入出口管制管控名单，禁止向其出口两用物项： 1. 美国光子公司（American Photonics） 2. 诺沃特公司（Novotech, Inc.） 3. 埃科达因公司（Echodyne） 4. 马文工程公司（Marvin Engeering Company, Inc.） 5. 埃克索维拉公司（Exovera） 6. 特励达·布朗工程公司（Teledyne Brown Engineering, Inc.） 7. BRINC无人机公司（BRINC Drones, ...