当地时间6月9日至10日，中美经贸中方牵头人、国务院副总理何立峰与美方牵头人、美国财政部长贝森 特及商务部长卢特尼克、贸易代表格里尔在英国伦敦举行中美经贸磋商机制首次会议。双方进行了坦诚、 深入的对话，就各自关心的经贸议题深入交换意见，就落实两国元首6月5日通话重要共识和巩固日内瓦 经贸会谈成果的措施框架达成原则一致，就解决双方彼此经贸关切取得新进展。 何立峰表示，本次会议是在两国元首今年6月5日战略共识指引下开展的一次重要磋商。中方对中美经贸 问题的态度和立场是明确的、一贯的。中美经贸关系的本质是互利共赢，中美在经贸领域合则两利、斗则 俱伤。贸易战没有赢家，中方不愿打，但也不怕打。双方应通过平等对话、互利合作解决经贸分歧，中方 对经贸磋商是有诚意的，也是有原则的。下一步，双方要按照两国元首通话达成的重要共识和要求，进一 步发挥好中美经贸磋商机制作用，不断增进共识、减少误解、加强合作。中方重申，双方应相向而行，言 必行、行必果，拿出恪守承诺的诚信精神和切实履行共识的努力行动，共同维护来之不易的对话成果，继 续保持沟通对话，推动中美经贸关系行稳致远，为世界经济注入更多确定性和稳定性。 美方表示，本次会议取得积极 ...

美方表示，本次会议取得积极成果，进一步稳定了双边经贸关系，将按照两国元首通话要求，与中 方相向而行，共同落实好本次会议共识。 （本文来源：央视新闻） 当地时间6月9日至10日，中美经贸中方牵头人、国务院副总理何立峰与美方牵头人、美国财政部长 贝森特及商务部长卢特尼克、贸易代表格里尔在英国伦敦举行中美经贸磋商机制首次会议。双方进 行了坦诚、深入的对话，就各自关心的经贸议题深入交换意见，就落实两国元首6月5日通话重要共 识和巩固日内瓦经贸会谈成果的措施框架达成原则一致，就解决双方彼此经贸关切取得新进展。 何立峰表示，本次会议是在两国元首今年6月5日战略共识指引下开展的一次重要磋商。中方对中美 经贸问题的态度和立场是明确的、一贯的。中美经贸关系的本质是互利共赢，中美在经贸领域合则 两利、斗则俱伤。贸易战没有赢家，中方不愿打，但也不怕打。双方应通过平等对话、互利合作解 决经贸分歧，中方对经贸磋商是有诚意的，也是有原则的。下一步，双方要按照两国元首通话达成 的重要共识和要求，进一步发挥好中美经贸磋商机制作用，不断增进共识、减少误解、加强合作。 中方重申，双方应相向而行，言必行、行必果，拿出恪守承诺的诚信精神和切实履行共 ...

商务部国际贸易谈判代表兼副部长李成钢在伦敦谈到中美经贸磋商机制首次会议时表示，中美双方进行了 专业、理性、深入、坦诚的沟通。双方原则上就落实两国元首6月5日通话共识以及日内瓦会谈共识达成 了框架。 2025年4月以来，美国政府在此前单边加征关税的基础上，又对华加征所谓"对等关税"，中国进行了坚决 正当反制。随后美方轮番升级关税措施，将对华"对等关税"税率从第一轮的34%先后提升至84%和 125%。美高额关税严重损害双边正常经贸往来，严重破坏国际经贸秩序。本次会谈达成了联合声明，是 双方通过平等对话协商解决分歧迈出的重要一步，为进一步弥合分歧和深化合作打下了基础、创造了条 件。 双方在联合声明中达成多项积极共识。双方认识到双边经贸关系对两国和全球经济的重要性，认识到可持 续的、长期的、互利的双边经贸关系的重要性，本着相互开放、持续沟通、合作和相互尊重的精神，继续 推进相关工作。双方同意共同采取以下措施： 双方一致同意建立中美经贸磋商机制，就经贸领域各自关切保持密切沟通，开展进一步磋商。中方代表是 国务院副总理何立峰，美方代表是财政部长贝森特和贸易代表格里尔。双方将定期或不定期轮流在中国、 美国开展磋商，或在商 ...

责编：叶舒筠 校对：王朝全 版权声明 谈到中美经贸磋商机制首次会议，商务部国际贸易谈判代表兼副部长李成钢表示，双方进行了专业、理 性、深入、坦诚的沟通。双方原则上就落实两国元首6月5日通话共识以及日内瓦会谈共识达成了框架。 这次伦敦会谈取得的进展有利于中美之间进一步增进信任，进一步推动中美经贸关系稳定健康发展，也为 全球经济的发展注入积极的正能量。 来源：中国新闻网 证券时报各平台所有原创内容，未经书面授权，任何单位及个人不得转载。我社保留追 究相关 行 为主体 法律责任的权利。 转载与合作可联系证券时报小助理，微信ID：SecuritiesTimes 潜望系列深度报道丨 股事会专栏 丨 投资小红书 丨 e公司调查 丨 时报会客厅 丨 十大明星私募访谈 丨 美股，全线上涨！道指创阶段新高 丨 凌晨，比亚迪重大宣布！ 丨 车圈大事件！多家车企宣布→ 丨 见证历史！激增80%，这一产品狂飙，规模突破3100亿元！ 丨 深圳，重磅利好！中办、国办发 文 丨 A股，午后突变！ 丨 利好！突然拉升！ 丨 上海市委原常委、浦东新区区委原书记朱芝松被"双 开" 丨 中美大消息！中概股上涨！ 丨 陈东征病逝！"是带领深交所走 ...

Group 1 - Current US-China trade relations show significant signs of easing, leading to a reduction in safe-haven demand for gold, which is currently undergoing a phase of adjustment, although gold's safe-haven attributes will limit its downside potential [1] - Recent data indicates that the negative impact of tariff policies on the US economy is becoming evident, with the manufacturing PMI index remaining weak and the services PMI index experiencing its first contraction in a year [1][2] - The US manufacturing PMI for May is reported at 48.5, the lowest since November of the previous year, with new orders index at 47.6, highlighting the impact of tariff increases on demand [1] Group 2 - The ISM services PMI for May fell to 49.9, significantly below expectations, with the new orders index dropping to 46.4, marking the largest decline since June 2024 [2] - The US added 139,000 non-farm jobs in May, exceeding market expectations, while the unemployment rate remained stable at 4.2% [2] - Average hourly earnings increased by 0.4% month-on-month and 3.9% year-on-year, reflecting tightening labor supply rather than strong demand [3] Group 3 - China's foreign exchange reserves rose to nearly $3.3 trillion in May, with gold reserves increasing slightly to 73.83 million ounces, marking the seventh consecutive month of gold accumulation [4] - Since November 2022, China's central bank has cumulatively added 10.16 million ounces of gold, although the pace of accumulation has slowed in recent months [4] - Global gold demand, including over-the-counter investments, saw a slight year-on-year increase of 1% in Q1 2025, with central banks remaining significant buyers despite a slight slowdown [4]

Group 1 - China has approved a certain quantity of rare earth product export applications, indicating a shift in policy after previously imposing export restrictions [1][3] - The export restrictions on seven categories of medium and heavy rare earth elements have significant implications for various industries, including automotive, semiconductors, and military hardware [1][3] - The slow progress in issuing export licenses has led to a sharp decline in global rare earth supply, affecting multiple sectors [1][3] Group 2 - The Chinese government emphasizes that the export control of rare earths is a common international practice aimed at safeguarding national security and interests [3][4] - The recent approval of some export applications is seen as a strategic move to balance pressure from the U.S. while maintaining China's dominant position in the rare earth market [3][4] - The U.S. military could face significant production challenges if China were to completely cut off rare earth exports, highlighting the strategic importance of these materials [3][4] Group 3 - Trump's recent welcoming of Chinese students to the U.S. marks a significant shift from previous policies that were more restrictive, reflecting a potential change in U.S.-China relations [6][7] - The U.S. economy may benefit from the presence of Chinese students, who contribute to consumption and talent in various fields, despite concerns over technology transfer [6][7] - The fluctuating U.S. policy on Chinese students indicates a complex interplay between competition and cooperation in the context of U.S.-China economic relations [6][7] Group 4 - The long-term outlook suggests that both countries will continue to experience a mix of cooperation and competition across economic, technological, and educational domains [9] - China is encouraged to enhance resource management and improve domestic education quality to attract talent, while also maintaining a strategic stance in trade negotiations [9] - The evolving U.S.-China relationship will have significant implications for the global political and economic landscape, necessitating ongoing dialogue and cooperation [9]

Group 1 - The New York stock market showed mixed results on June 9, with the Dow Jones Industrial Average slightly down by 1.11 points, closing at 42,761.76 points, while the S&P 500 rose by 5.52 points to 6,005.88 points, and the Nasdaq Composite increased by 61.28 points to 19,591.24 points [1] - Among the sectors in the S&P 500, six declined and five advanced, with the utilities and financial sectors leading the declines at 0.66% and 0.55%, respectively, while the consumer discretionary and materials sectors led the gains at 1.08% and 0.62% [1] - Larry Tentarelli, founder of Blue Chip Daily Trend Report, noted that investors were bullish on Chinese large-cap stocks and U.S. semiconductor stocks, both benefiting from the U.S.-China trade talks [1] Group 2 - A survey by the New York Federal Reserve indicated that U.S. consumers expect a 3.2% increase in prices over the next 12 months, down from the previous month's expectation of 3.6% [2] - Economists from Pantheon Macroeconomics stated that the U.S. labor market will soon require significant easing from the Federal Reserve, as preliminary job data has shown a pattern of downward revisions [2] - Richard Saperstein, Chief Investment Officer at Treasury Partners, mentioned that the S&P 500 index has surpassed 6,000 points for the first time since February, indicating that stocks are ignoring current tariff uncertainties and focusing on a potentially more stimulative economic environment [2] - Apple Inc. held its annual Worldwide Developers Conference, announcing a comprehensive redesign of its operating system, but its stock price fell by 1.21% to $201.45 per share by the end of the day [2]

Group 1 - The core viewpoint of the article highlights the significance of the first round of Sino-U.S. economic and trade consultations held in London, which aims to strengthen economic relations and deepen mutual understanding between the two countries [1][8] - China's foreign trade demonstrated resilience and adaptability, with a total import and export value of 17.94 trillion yuan in the first five months of the year, reflecting a year-on-year growth of 2.5% [2][4] - Exports reached 10.67 trillion yuan, growing by 7.2%, while imports fell by 3.8% to 7.27 trillion yuan [2][4] Group 2 - In May, China's trade surplus increased by 25% year-on-year, reaching 103.2 billion USD, indicating strong export performance despite external pressures [2][4] - The export growth rates to ASEAN, EU, Africa, and Central Asia were 16.9%, 13.7%, 35.3%, and 8.8% respectively, showcasing the diversification of China's export markets [4][5] - The structure of China's foreign trade continues to optimize, with exports of equipment manufacturing products amounting to 6.22 trillion yuan, a year-on-year increase of 9.2%, accounting for 58.3% of total exports [4][5] Group 3 - Following the Geneva economic talks, financial institutions have raised their growth forecasts for China's economy, with Goldman Sachs, UBS, and JPMorgan increasing their predictions by 0.6% to 0.7% [6] - Morgan Stanley also adjusted its quarterly GDP growth forecast for China, anticipating that companies may accelerate exports to take advantage of temporarily lower tariffs [6] - The OECD has downgraded growth forecasts for the global economy, indicating potential risks from trade fragmentation and supply chain disruptions [6][8] Group 4 - The ongoing Sino-U.S. trade negotiations are seen as crucial for addressing fundamental issues, with the U.S. seeking to restore exports of key rare earth minerals to pre-trade war levels [8][9] - The global investment community is hopeful that these negotiations will ease trade tensions, as indicated by comments from various financial analysts and government representatives [9]

Group 1 - The core viewpoint emphasizes the importance of the first meeting of the China-U.S. economic and trade consultation mechanism in London, highlighting it as a significant opportunity for both parties to resolve differences through equal dialogue [1] - The article discusses the balanced benefits of China-U.S. trade relations, noting that the U.S. trade deficit with China is a result of structural issues in the U.S. economy and the comparative advantages of both countries [1][2] - It is mentioned that the U.S. service trade surplus with China is projected to reach $27.3 billion in 2024, indicating a significant advantage for the U.S. in the service sector [1] Group 2 - The article points out that the U.S. trade deficit with China, when calculated based on trade value added, would be significantly reduced, suggesting that China does not actively pursue a trade surplus [2] - It highlights that the U.S. trade deficit with China has decreased as a percentage of its total trade deficit, from 47.5% in 2018 to 24.6% in 2024, indicating a shift in the U.S. trade dynamics [2] - The article criticizes the U.S. for politicizing economic issues and implementing discriminatory measures against China, which hinder U.S. companies from capitalizing on market opportunities in China [2] Group 3 - China is actively promoting high-level openness and expanding imports, providing more opportunities for countries, including the U.S., through various trade exhibitions and initiatives [3] - The article asserts that the true nature of China-U.S. economic relations is one of complementary advantages and mutual benefits, advocating for the removal of artificial barriers to enhance cooperation [3] - It expresses optimism that through equal consultation and pragmatic cooperation, both countries can find mutually beneficial solutions that will contribute to global economic recovery and growth [3]

此次中美元首通话，是继两国日内瓦经贸会谈后，双方从最高层级为弥合分歧、解决问题所做的又一次 重要努力。根据美方提议，两国经贸牵头人此前在日内瓦举行会谈，迈出了通过对话协商解决经贸问题 的重要一步，其成果受到两国各界和国际社会普遍欢迎，并为全球市场带来显著积极预期，再次证明对 话和合作是唯一正确的选择。 之后，中方始终秉持言必行、行必果的负责任态度，严肃认真执行了日内瓦会谈达成的协议。然而，美 方后续行为却与对话合作精神背道而驰，接连出台针对中国的歧视性政策，包括发布人工智能（AI） 芯片出口管制指南、停止对华芯片设计软件销售等举措。这些行径不仅违背日内瓦共识，损害中方正当 权益，更构成对双边关系发展的干扰甚至破坏。 中方通过对话协商解决经贸分歧的诚意是坚定的，同时坚守维护国家核心利益的原则立场也是明确的。 既然双方达成共识，就应当共同遵守。美方不能片面强调中方承诺而忽视自身义务，应当实事求是看待 取得的进展，撤销对中国实施的消极举措，与中方相向而行，为中美关系重返正轨创造必要条件。 中美关系稳定发展既关乎两国人民，也关乎人类前途命运。在当前重要关键节点，中美元首举行通话， 有助于双方增进共识、减少误解、加强合 ...