Group 1 - The Chinese Ministry of Commerce announced that a trade negotiation delegation led by Vice Minister Li Chenggang will visit the United States to meet with relevant U.S. officials [1] - The delegation previously visited Canada from August 24 to 27 to co-chair the China-Canada Economic and Trade Joint Committee [1] - China expresses willingness to continue utilizing the China-U.S. economic and trade consultation mechanism to resolve issues through equal dialogue and maintain a healthy, stable, and sustainable development of China-U.S. economic and trade relations [1]

中国商务部发言人介绍，商务部国际贸易谈判代表兼副部长李成钢率团于24日至27日访问加拿大，与加方共同主持召开中加经贸联委会，之后李成钢一行将赴美国华盛顿会见美方相关官员。中方愿与美方一道，继续发挥好中美经贸磋商机制作用，通过平等对话协商解决问题，共同维护中美经贸关系健康稳定可持续发展。外汇交易员 (@myfxtrader):中国商务部：8月25日，李成钢国际贸易谈判代表兼副部长在加拿大多伦多会见加拿大—中国贸易理事会董事会成员。 ...

咱中国拒绝特朗普的要求，那是有底气的。从能源方面来说，美国还要求咱不许买俄罗斯石油，这简直 是无理取闹。咱中国一直都是按照自己国家利益来采购能源的，中俄石油贸易对咱国家能源安全那是相 当重要。完整内容查看视频 所以啊，咱中国果断调整进口结构，把更多订单给了巴西等更靠谱的供应商。这不，有消息称，接下来 两个月咱中国预计需求的一半大豆，也就是 1200 吨杂粮，都已经提前锁定了供应，可这里面，美国大 豆连根毛都没有，彻底被排除在外了。 为啥美国大豆在中国市场混得这么惨呢？还不是特朗普自己作的。今年 4 月，特朗普政府脑门一热，宣 布对包括咱中国在内的好多贸易伙伴加征高额关税，对咱中国的关税甚至高达 200%。 这一下可好，把中美经贸关系搅得一团糟，咱中国进口商对美国农产品那信任度是直线下降。大豆这东 西，对供应链的稳定和价格的可控性要求可高了。美国大豆质量虽说还行，可特朗普这么反复无常，谁 敢放心大量进口美国大豆啊？这风险也太大了。 ...

毛宁对此表示，具体问题建议你向中方的主管部门了解。我想说的是，希望美方能够同中方一道，按照 两国元首通话达成的重要共识，发挥好中美经贸磋商机制的作用，在平等、尊重、互惠的基础上争取积 极成果。 （文章来源：第一财经） 据环球时报，外交部发言人毛宁主持8月20日例行记者会。会上有外媒记者提问称：美国财政部长贝森 特在接受媒体采访时表示，美国对目前对华征收关税水平感到满意。这被认为是特朗普政府希望在11月 关税期限到期之前与中国保持冷静的信号。外交部对此有何评论？ ...

美国财政部长贝森特19日接受采访时表示，美中两国就经贸问题进行了"非常良好的对话"。他预计双方 将在11月前再次会面，认为当前工作开展顺利。 据悉，8月12日中美双方发布了《中美斯德哥尔摩经贸会谈联合声明》。声明显示，美方承诺继续调整 对中国商品加征关税的措施，自8月12日起继续暂停实施24%的对等关税90天。中方同样自8月12日起继 续暂停实施24%对美加征关税以及相关非关税反制措施90天。 7月28日至29日，中美双方在瑞典斯德哥尔摩举行经贸会谈。双方就中美经贸关系、宏观经济政策等共 同关心的经贸议题，开展了坦诚、深入、富有建设性的交流。会谈回顾并肯定了中美日内瓦经贸会谈共 识和伦敦框架落实情况。 商务部发言人此前介绍会谈情况时表示，中方期待与美方一道继续按照两国元首通话重要共识，发挥好 中美经贸磋商机制作用。双方将进一步深化对话磋商，不断争取更多的双赢结果。 与此同时，贝森特在采访中透露，他将与11位美联储主席人选会面，计划在美国劳动节前后与候选人进 行会谈。他还表示，美联储降息可能有助于推动住房建设回暖，从而在未来一到两年内继续压低房价。 据了解，此次斯德哥尔摩会谈是在中美经贸关系面临挑战背景下进行的 ...

据路透社报道，美国财政部长贝森特当地时间19日在接受采访时称，美国与中国就经贸问题进行了"非 常良好的对话"。 美国财政部长贝森特 资料图片 贝森特说，"我们与中方进行了非常良好的对话，我预计在11月前我们会再次会面。我认为当前工作开 展得很顺利。" 据新华社报道，8月12日，中美双方发布《中美斯德哥尔摩经贸会谈联合声明》。美方承诺继续调整对 中国商品（包括香港特别行政区和澳门特别行政区商品）加征关税的措施，自8月12日起继续暂停实施 24%的对等关税90天。中方自8月12日起继续暂停实施24%对美加征关税以及有关非关税反制措施90 天。本联合声明基于中美斯德哥尔摩经贸会谈讨论情况。 商务部新闻发言人何亚东7月31日在记者会上介绍了中美斯德哥尔摩经贸会谈情况。他称，7月28日至29 日，中美双方在瑞典斯德哥尔摩举行经贸会谈，就中美经贸关系、宏观经济政策等共同关心的经贸议 题，开展了坦诚、深入、富有建设性的交流，回顾并肯定了中美日内瓦经贸会谈共识和伦敦框架落实情 况。中方期待与美方一道继续按照两国元首通话重要共识，发挥好中美经贸磋商机制作用，进一步深化 对话磋商，不断争取更多的双赢结果。 ...

Core Viewpoint - The U.S. Treasury Secretary, Bessent, stated that the dialogue between the U.S. and China regarding economic and trade issues has been "very good" and anticipates another meeting before November [1][3]. Group 1: U.S.-China Economic Dialogue - The U.S. and China have engaged in constructive discussions, with expectations for further meetings to continue the dialogue [3]. - A joint statement was released on August 12, indicating that the U.S. will suspend the implementation of a 24% reciprocal tariff on Chinese goods for 90 days starting from that date [3]. - China has also agreed to suspend the implementation of a 24% tariff on U.S. goods and related non-tariff countermeasures for the same 90-day period [3]. Group 2: Background of the Talks - The U.S.-China economic talks took place in Stockholm from July 28 to 29, focusing on mutual economic concerns and macroeconomic policies [3]. - The discussions were characterized as candid, in-depth, and constructive, reaffirming previous agreements made during earlier talks in Geneva and London [3]. - The Chinese side expressed a desire to continue deepening dialogue and collaboration to achieve more win-win outcomes [3].

Report Summary 1. Report Industry Investment Rating - No information provided on the report industry investment rating. 2. Core Viewpoints of the Report - Last week, the four stock index futures varieties showed a continuous upward trend, with relatively large increases in CSI 1000 and CSI 500. The basis of the four stock index futures varieties remained in the futures discount mode, and the discount depth improved. The A - share market continued to break through and reach a new high, with small - cap growth styles relatively dominant, and sectors such as communication, electronics, and power equipment leading the way, while the banking sector declined significantly. There was a certain market rotation, and in the long run, industries supported by national policies will maintain an upward - trending oscillation [3]. - In July, external demand remained resilient beyond expectations, but domestic demand - related indicators declined. Extreme weather and investment decline dragged down industrial production, and the growth rate of the service production index also slightly declined. Investment growth in July dropped significantly, especially in manufacturing and real estate development. Social retail growth declined in July due to the gap in subsidy funds and the overdraft of subsequent consumption by the "618 Shopping Festival". It is expected that Sino - US economic and trade relations will remain in a phased stable state, and exports in the second half of the year are expected to maintain strong resilience [4][5]. - Next week, the stock index will continue to rise with oscillations in an environment of high trading volume and rapid sector rotation. To break through the integer mark and the previous bull - market high of 3731, both the weight and technology sectors need to work together [5]. 3. Summary by Related Contents Market Performance - Last week, the four stock index futures varieties showed a continuous upward trend. The basis of the futures - spot of the main contracts of stock index futures was 13.52 for IH, 7.05 for IF, - 37.57 for IC, and - 31.3 for IM. The A - share market continued to break through and reach a new high, with small - cap growth styles relatively dominant. Only the banking sector closed down, and there was a certain market rotation [3]. Macroeconomic Situation - In July, external demand remained resilient, but domestic demand - related indicators declined. Extreme weather and investment decline dragged down industrial production, and the growth rate of the service production index also slightly declined. Investment growth dropped significantly, especially in manufacturing and real estate development. Social retail growth declined due to the gap in subsidy funds and the overdraft of subsequent consumption by the "618 Shopping Festival". It is expected that exports in the second half of the year will maintain strong resilience [4][5]. Market Outlook - Next week, the stock index will continue to rise with oscillations in an environment of high trading volume and rapid sector rotation. To break through the integer mark and the previous bull - market high of 3731, both the weight and technology sectors need to work together [5].

Core Points - The United States and China issued a joint statement on August 12 regarding the Stockholm economic and trade talks, indicating a temporary suspension of tariff measures [1] - The U.S. will continue to suspend the implementation of a 24% reciprocal tariff on Chinese goods for 90 days starting from August 12 [1] - China will also suspend the implementation of a 24% tariff on U.S. goods and related non-tariff countermeasures for the same 90-day period [1]

2025年8月12日，外交部发言人林剑答记者问。 外交部回应中美将关税"休战期"延长90天 有记者提问：中美将关税"休战期"延长了90天。美国总统特朗普在此次延期行政令中称，美国将继续与 中国对话，以"解决双方经济关系中缺乏贸易互惠以及由此产生的国家经济安全问题"。特朗普还 称，"我们将看看会发生什么"，并强调其与中国领导人的良好关系。中方对此有何评论？ 林剑：关于中美斯德哥尔摩经贸会谈，中国商务部已发布了消息，具体问题请向主管部门询问。中方在 中美关系和中美经贸问题上的立场是一贯、明确的。 特朗普希望中国将大豆订单增加3倍外交部回应 综合自：央视新闻 （文章来源：证券时报） 林剑：具体问题建议向主管部门询问。中方在中美经贸问题上的立场是一贯、明确的。 特朗普暗示放宽英伟达对华出口"特供版"AI芯片外交部回应 有记者提问：据报道，美国总统特朗普周一称，可能会允许英伟达公司在华销售"特供版"Blackwell人工 智能芯片，该版本芯片性能很可能比此前获准对华销售的H20芯片更为强大。中方对此有何评论？ 林剑：具体问题请向中方主管部门询问。中方已多次表明在美输华芯片问题上的原则立场，希望美方以 实际行动维护全球产 ...