（文章来源：新华社） 人民财讯7月31日电，商务部新闻发言人何亚东在商务部31日举行的例行新闻发布会上表示，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、宏观经济政策等双方共同关心的经 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，不断争取更多双赢结果。 ...

商务部新闻发言人何亚东在商务部7月31日举行的例行新闻发布会上表示，根据中美斯德哥尔摩经贸会 谈共识，双方将继续推动已暂停的美方对等关税24%部分以及中方反制措施如期展期90天，进一步稳定 中美经贸关系，为世界经济发展和稳定注入更多确定性。（记者王雨萧、张晓洁） 责任编辑：刘万里 SF014 ...

Core Points - The recent US-China trade talks in Stockholm aimed to extend the 90-day tariff "truce" established in the Geneva consensus, reflecting a desire to avoid escalation of trade tensions and to allow for further negotiations [1][2] - Both sides acknowledged the importance of stable US-China economic relations for their own economies and the global economy, emphasizing the need for constructive dialogue and cooperation [1][3] - The talks demonstrated a willingness from both parties to resolve issues, with the US describing the discussions as "constructive" [1][3] Group 1: Trade Negotiations - The Stockholm talks were a continuation of previous agreements made in Geneva and London, focusing on key economic issues and reaffirming the importance of the established negotiation mechanisms [1][3] - The US and China are both seeking to avoid a "trade war" and are willing to invest time in negotiations to address significant differences [2][3] Group 2: Economic Context - China's economy grew by 5.3% year-on-year in the first half of the year, with the IMF raising its growth forecast, indicating resilience amid external challenges [5] - A report from the US-China Business Council indicated that 82% of surveyed US companies expect to be profitable in China in 2024, highlighting the importance of the Chinese market for US businesses [4][5] Group 3: Future Outlook - The continuation of the 90-day truce provides an opportunity for both sides to enhance consensus, reduce misunderstandings, and strengthen cooperation, which is crucial for the stability of bilateral economic relations [5] - The US needs to correct its misconceptions about China and listen to the business community to foster a more favorable trade environment [4][5]

| SFC | | --- | | 来源丨央视新闻 | | 编辑丨江佩佩 | 7月31日下午，商务部召开例行新闻发布会。有记者就中美瑞典经贸会谈提问。 商务部新闻发言人 何亚东：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，充分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 多双赢结果。 ...

（总台央视记者 丁雅妮 宋菀） 7月31日下午，商务部召开例行新闻发布会。有记者就中美瑞典经贸会谈提问。 商务部新闻发言人 何亚东：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，充分 发挥好中美经贸磋商机制作用，进一步深化对话磋商，不断争取更多双赢结果。 ...

中方期待与美方一道，继续按照两国元首通话重要共识，充分发挥好中美经贸磋商机制作用，进一 步深化对话磋商，不断争取更多双赢结果。 商务部召开例行新闻发布会，有记者就中美瑞典经贸会谈提问。 商务部新闻发言人何亚东表示，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。 ...

Report Summary 1) Report Industry Investment Rating No specific industry investment rating is provided in the report. 2) Core Viewpoints - Due to geopolitical conflicts, tariff hikes, and high negotiation difficulty, it is recommended to participate with light positions or stay on the sidelines [4]. - The short - term market may rebound. Risk - takers are advised to take light long positions below 1300 for the 2510 contract, partially take profits, and take light short positions for the EC2512 contract, paying attention to subsequent market trends and setting stop - losses [4]. - In the context of international turmoil, the market is mainly in a positive spread structure with large fluctuations. It is recommended to wait and see or take light positions for arbitrage strategies [4]. - For long - term strategies, it is recommended to take profits when the contracts rise, wait for the market to stabilize after a pullback, and then determine the subsequent direction [4]. 3) Summary by Related Content Market Conditions - On July 28, the Shanghai Export Container Settlement Freight Index (SCFIS) for the European route was 2400.50 points, down 0.9% from the previous period; the SCFIS for the US West route was 1301.81 points, up 2.8% from the previous period [3]. - On July 25, the Ningbo Export Container Freight Index (NCFI) composite index was 1110.57 points, down 3.26% from the previous period; the NCFI for the European route was 1422.9 points, down 1.20% from the previous period; the NCFI for the US West route was 1120.51 points, down 5.19% from the previous period [3]. - On July 25, the Shanghai Export Container Freight Index (SCFI) composite index was 1592.59 points, down 54.31 points from the previous period; the SCFI for the European route was 2090 USD/TEU, up 0.53% from the previous period; the SCFI for the US West route was 2067 USD/FEU, down 3.50% from the previous period [3]. - On July 25, the China Export Container Freight Index (CCFI) composite index was 1261.35 points, down 3.2% from the previous period; the CCFI for the European route was 1787.24 points, down 0.9% from the previous period; the CCFI for the US West route was 880.99 points, down 6.4% from the previous period [3]. - On July 30, the main contract 2510 closed at 1468.7, down 0.45%, with a trading volume of 66,300 lots and an open interest of 54,900 lots, an increase of 4148 lots from the previous day [4]. Economic Data - The preliminary value of the Eurozone's June manufacturing PMI was 49.4, expected to be 49.8, the same as the previous value; the preliminary value of the service PMI was 50, a two - month high; the preliminary value of the composite PMI was 50.2, expected to be 50.5, the same as the previous value; the Sentix investor confidence index was 0.2, expected to be - 6, higher than the previous value of - 8.1 [3]. - The Caixin China Manufacturing PMI in June was 50.4, 2.1 percentage points higher than in May, the same as in April, back above the critical point [3]. - The preliminary value of the US Markit manufacturing PMI in June was 52, the same as in May, higher than the expected 51, the highest since February; the preliminary value of the service PMI was 53.1, lower than the previous value of 53.7, higher than the expected 52.9, a two - month low; the preliminary value of the composite PMI was 52.8, lower than the previous value of 53, higher than the expected 52.1, a two - month low [3]. Policy and Event Impact - Trump continued to impose tariffs on many countries, mainly in Southeast Asia, which further hit re - export trade. Some shipping companies announced freight rate increases [4]. - The Trump administration postponed the tariff negotiation date to August 1. The spot market price range has been determined, with a slight price increase [4]. - The China - US economic and trade talks ended. It was stated that the 24% part of the US reciprocal tariffs that had been suspended and China's counter - measures would continue to be extended for 90 days. The overall market sentiment was strong, and the market rose and then fell back [4]. Trading Strategies - Short - term strategy: Risk - takers are advised to take light long positions below 1300 for the 2510 contract (with a profit margin of over 300 points), partially take profits; take light short positions for the EC2512 contract, pay attention to subsequent market trends, and set stop - losses [4]. - Arbitrage strategy: In the context of international turmoil, it is mainly in a positive spread structure with large fluctuations. It is recommended to wait and see or take light positions [4]. - Long - term strategy: Take profits when the contracts rise, wait for the market to stabilize after a pullback, and then determine the subsequent direction [4]. Contract Adjustments - The up - limit and down - limit for contracts 2508 - 2606 are adjusted to 18% [4]. - The margin for contracts 2508 - 2606 is adjusted to 28% [4]. - The daily opening limit for all contracts 2508 - 2606 is 100 lots [4].

Group 1 - A delegation of U.S. corporate executives visited China, including representatives from Boeing, Otis, Apple, and Thermo Fisher Scientific, focusing on industries affected by U.S. tariffs [1] - The China Council for the Promotion of International Trade (CCPIT) and the U.S.-China Business Council discussed enhancing exchanges between the two countries' business communities [1] - Chinese Commerce Minister Wang Wentao met with nearly ten U.S. corporate executives to discuss U.S. companies' development in China and the overall U.S.-China economic relationship [1][2] Group 2 - Wang Wentao emphasized that the U.S.-China economic relationship is crucial for both nations and that dialogue is key to resolving differences [2] - The Chinese market is highlighted as having significant growth potential and innovation capacity, welcoming foreign investment, including from U.S. companies [2] - The U.S.-China Business Council expressed support for ongoing dialogue between the two governments and the positive signals sent by China regarding reform and openness [2] Group 3 - Chinese Foreign Minister Wang Yi encouraged the U.S. business community to foster a correct understanding of China and contribute positively to U.S.-China relations [3] - The Chinese government maintains that it will act in its national interest regarding energy security and that there are no winners in a trade war [3]

Group 1 - The core viewpoint of the articles emphasizes the importance of ongoing dialogue and cooperation between China and the U.S. in trade relations, highlighting the recent meeting in Stockholm as a continuation of efforts to reach consensus and reduce misunderstandings [1][2][3] - The meetings in Geneva, London, and Stockholm are seen as steps towards stabilizing the economic relationship, which is crucial not only for the two countries but also for the global economy [1][2] - Both sides have expressed a commitment to mutual respect and cooperation, with an emphasis on the principle of win-win outcomes, indicating a shared understanding of the benefits of a stable economic relationship [2][3] Group 2 - China has reiterated its firm stance against unilateral tariffs imposed by the U.S., describing them as contrary to WTO rules and emphasizing the need for equal dialogue to resolve differences [3] - The deep economic integration between China and the U.S. is highlighted, with both countries benefiting from a complementary economic relationship that is difficult to disrupt through artificial barriers [2][3] - The articles suggest that while some structural issues in the trade relationship may take time to resolve, the ongoing dialogue is a positive step towards restoring a healthy and stable economic partnership [3]

习近平主席6月5日应约同美国总统特朗普通电话时指出，双方要用好已经建立的经贸磋商机制，秉持平 等态度，尊重各自关切，争取双赢结果。两国元首最高层级的沟通，为中美经贸关系发展指明了航向， 为推进磋商提供了战略引领。中美瑞典经贸会谈的成果，正是双方经贸团队共同努力将元首共识转化为 具体政策行动的体现。下一步，双方应继续以两国元首6月5日通话重要共识为指引，秉持相互尊重、和 平共处、合作共赢的原则，进一步深化对话磋商，不断争取更多双赢结果。 中方在会谈中强调，中美经贸关系的本质是互利共赢，中美合则两利、斗则俱伤。美方也表示，稳定的 美中经贸关系对两国乃至全球经济具有重要意义。这一共识是双方能够坐下来、谈下去并取得成果的重 要基石。数十年来，中美两国经济深度融合，在经贸领域拥有广泛的共同利益和广阔的合作空间，形成 了优势互补的利益共同体。这种强大的经济互补性，是任何人为的关税壁垒都无法轻易割裂的。 中方对磋商抱有百分之百的诚意，也坚守着不可动摇的底线，始终强调尊重各自核心关切。对于美方单 方面加征的所谓"对等关税"，中方立场是明确且一贯的：其本质是违背世贸组织规则的单边主义和保护 主义行径。中方愿意通过对话协商，妥善 ...