杨帆说，元首外交对中美关系发挥着不可替代的战略引领作用。中美工商界是双方经贸合作的主力军， 也是受益者。两国工商界已经形成互利共赢的利益共同体，中美推进互利合作，符合两国以及全球工商 界的共同利益。 杨帆介绍，今年以来，中国贸促会已邀请和应约接待超过60批次美国机构和企业负责人访华。在今年举 办的第三届链博会上，美国参展商数量比上届增长15%，继续位列境外参展商数量之首，展位面积增加 10%。 她介绍，今年1月至10月，中国贸促会引导组织3500多家中国企业赴美参加拉斯维加斯消费电子展、五 金展、服饰展等50多个专业展会，涉及电子、纺织、消费品、医药原料、光电、建材、储能等多个领 域，实际展出面积4.8万多平方米。 下一步，中国贸促会将积极推动两国元首会晤成果惠及中美企业，为两国工商界扩大经贸交流合作搭台 铺路、纾困解难，为推动中美经贸关系健康稳定可持续发展贡献力量。 转自：北京日报客户端 中美两国元首30日在韩国釜山举行会晤。在此之前，中美两国经贸团队在吉隆坡举行磋商。 中国贸促会正组织中国企业家代表团在韩国庆州出席APEC工商领导人峰会。31日上午举行的例行新闻 发布会上，贸促会发言人杨帆回答北京日报客户 ...

Report Industry Investment Rating - No relevant content provided Core Viewpoints of the Report - The A-share market showed positive performance in the first three quarters of 2025, with revenue and net profit increasing year-on-year, and the profit growth rate in the third quarter significantly improved [7]. - The Sino-US economic and trade consultations achieved consensus, which will have a positive impact on relevant industries [6]. - Policies such as the improvement of duty-free shop policies and the release of new policy-based financial instruments will support consumption and project construction [8]. Summary by Related Catalogs 1. Chemical Industry - On October 31, 2025, among chemical products, the prices of coking coal, coke, natural rubber, etc. rose, while the prices of 20 - number rubber, PVC, etc. fell [4]. 2. Macro News - The Chinese and US heads of state held talks, and the economic and trade teams reached a consensus on important economic and trade issues, and agreed to strengthen cooperation in economic and trade, energy and other fields [6]. - The results of the Sino - US economic and trade consultations in Kuala Lumpur were announced. The US will cancel the 10% so - called "fentanyl tariff" on Chinese goods, and the 24% reciprocal tariff will be suspended for another year [6]. - As of October 31, 2025, 5437 A - share listed companies disclosed their Q3 reports for 2025. The total revenue in the first three quarters was 53.41 trillion yuan, a year - on - year increase of 1.20%; the net profit attributable to the mother was 4.70 trillion yuan, a year - on - year increase of 5.34%. The profit growth rate in the third quarter reached 11.30% [7]. - The Ministry of Commerce issued an implementation opinion on expanding green trade, proposing 16 specific measures in three aspects [7]. - Five departments including the Ministry of Finance jointly issued a document to improve the duty - free shop policy from November 1, expanding the business categories of duty - free shops [8]. - 500 billion yuan of new policy - based financial instruments have been fully invested, which is expected to drive the total project investment to exceed 7 trillion yuan [8]. 3. Morning Meeting Views on Main Varieties 3.1 Agricultural Products - Peanuts: On October 30, the peanut futures closed at 7800 yuan/ton, showing a weak and volatile trend. It is recommended to wait and see in the short term, focusing on the support at 7700 yuan [11]. - Sugar: On October 30, the sugar futures closed at 5472 yuan/ton. It is recommended to short on rebounds, focusing on the performance of the 5450 - 5480 support zone [11]. - Corn: On October 30, the corn futures closed at 2111 yuan/ton. It is recommended to maintain a bearish view, focusing on the support at 2100 yuan [11]. - Live pigs: The overall price of live pigs rose slightly, but the northern region declined while the southern region rose. The spot price increase ended, and the futures market remained in a low - level shock [11]. - Eggs: The spot price of eggs was stable. The futures market maintained a strong shock. It is recommended to short in the short term and conduct inter - month reverse arbitrage [13]. - Cotton: On October 30, the Zhengzhou cotton futures closed at 13600 yuan/ton. The cotton price is expected to remain stable in the short term, fluctuating in the range of 13500 - 13700 yuan/ton [13]. 3.2 Energy and Chemicals - Urea: The domestic urea market price was weakly stable. The supply pressure is expected to increase, and the futures price will continue to be sorted at a low level [12]. - Caustic soda: The market expectation is weak, and the caustic soda 2601 contract is under pressure. Pay attention to the support at the annual low [12]. - Coking coal and coke: The price of coking coal is supported, and the third - round price increase negotiation for coke continues. The short - term price is expected to fluctuate and adjust [12][14]. - Pulp: The pulp futures are expected to maintain a bottom - shock trend in the short term. It is recommended to wait and see and pay attention to the port inventory reduction [14]. 3.3 Industrial Metals - Copper and aluminum: After the Sino - US talks, the copper and aluminum prices adjusted. Pay attention to macro risks [14]. - Alumina: The alumina market is in an oversupply pattern, and the 2601 contract is running at a low level. Pay attention to the interference of factors such as bauxite [14]. - Rebar and hot - rolled coils: The prices of rebar and hot - rolled coils fell. The fundamentals continued to improve, but there is short - term callback pressure [14][16]. - Ferroalloys: The double - silicon futures rebounded and then fell. The alloy market mainly follows the macro and black - series fluctuations [16]. - Lithium carbonate: The lithium carbonate futures price rose. It is recommended to be cautious about chasing up, focusing on the 84000 - 85000 pressure area [16]. 3.4 Options and Finance - Stock index futures and options: On October 30, the three major A - share indexes fell. Trend investors can pay attention to the strength - weakness arbitrage opportunities between varieties, and volatility investors can consider buying straddles or wide straddles to go long on volatility [16][17]. - Stock indexes: The Shanghai Composite Index may need time to stabilize above the 4000 - point mark and may fill the upward gap in the short term. It is recommended to allocate index futures contracts on dips [17].

640 当地时间10月30日中午，国家主席习近平在韩国釜山同美国总统特朗普举行会晤。 【成果之一】美方将暂停实施其对华海事、物流和造船业301调查措施一年。美方暂停实施相关措 施后，中方也将相应暂停实施针对美方的反制措施一年。 商务部新闻发言人就中美吉隆坡经贸磋商联合安排答记者问 商务部新闻发言人就中美吉隆坡经贸磋商联合安排答记者问。 （新华社北京10月30日电） 中美吉隆坡经贸磋商取得积极成果，充分证明双方秉持平等、尊重和互惠的精神，通过开展对话与 合作，能找到解决问题的办法。经贸磋商成果来之不易，中方期待与美方共同做好落实工作，为中美经 贸合作与世界经济注入更多确定性和稳定性。 问：据了解，中美双方在吉隆坡经贸磋商就解决各自关切的经贸问题达成联合安排。请问商务部能 否介绍吉隆坡经贸磋商共识更多情况？ 答：中美两国元首刚刚在韩国釜山举行会晤，深入讨论了中美经贸关系等议题，同意加强经贸等领 域合作。中方愿与美方一道，共同维护好、落实好两国元首会晤重要共识。 中美经贸团队通过吉隆坡磋商，达成的成果共识主要有以下几方面： 一、美方将取消针对中国商品（包括香港特别行政区和澳门特别行政区商品）加征的10%所谓"芬 太 ...

问：据了解，中美双方在吉隆坡经贸磋商就解决各自关切的经贸问题达成联合安排。请问商务部能否介 绍吉隆坡经贸磋商共识更多情况？ 三、美方将暂停实施其对华海事、物流和造船业301调查措施一年。美方暂停实施相关措施后，中方也 将相应暂停实施针对美方的反制措施一年。 此外，双方还就芬太尼禁毒合作、扩大农产品贸易、相关企业个案处理等问题达成共识。双方进一步确 认了马德里经贸磋商成果，美方在投资等领域作出积极承诺，中方将与美方妥善解决TikTok相关问题。 中美吉隆坡经贸磋商取得积极成果，充分证明双方秉持平等、尊重和互惠的精神，通过开展对话与合 作，能找到解决问题的办法。经贸磋商成果来之不易，中方期待与美方共同做好落实工作，为中美经贸 合作与世界经济注入更多确定性和稳定性。 答：中美两国元首刚刚在韩国釜山举行会晤，深入讨论了中美经贸关系等议题，同意加强经贸等领域合 作。中方愿与美方一道，共同维护好、落实好两国元首会晤重要共识。 中美经贸团队通过吉隆坡磋商，达成的成果共识主要有以下几方面： 一、美方将取消针对中国商品(包括香港特别行政区和澳门特别行政区商品)加征的10%所谓"芬太尼关 税"，对中国商品(包括香港特别行政区和澳 ...

商务部新闻发言人就中美吉隆坡经贸磋商联合安排答记者问。 答：中美两国元首刚刚在韩国釜山举行会晤，深入讨论了中美经贸关系等议题，同意加强经贸等领域合 作。中方愿与美方一道，共同维护好、落实好两国元首会晤重要共识。 此外，双方还就芬太尼禁毒合作、扩大农产品贸易、相关企业个案处理等问题达成共识。双方进一步确 认了马德里经贸磋商成果，美方在投资等领域作出积极承诺，中方将与美方妥善解决TikTok相关问题。 中美经贸团队通过吉隆坡磋商，达成的成果共识主要有以下几方面： 中美吉隆坡经贸磋商取得积极成果，充分证明双方秉持平等、尊重和互惠的精神，通过开展对话与合 作，能找到解决问题的办法。经贸磋商成果来之不易，中方期待与美方共同做好落实工作，为中美经贸 合作与世界经济注入更多确定性和稳定性。 一、美方将取消针对中国商品(包括香港特别行政区和澳门特别行政区商品)加征的10%所谓"芬太尼关 税"，对中国商品(包括香港特别行政区和澳门特别行政区商品)加征的24%对等关税将继续暂停一年。中 方将相应调整针对美方上述关税的反制措施。双方同意继续延长部分关税排除措施。 二、美方将暂停实施其9月29日公布的出口管制50%穿透性规则一年。中 ...

Group 1 - The meeting between the Chinese and U.S. leaders is seen as a milestone for stabilizing bilateral relations, emphasizing the importance of maintaining a healthy and sustainable development of the relationship for mutual benefits and global expectations [1][2] - Economic and trade cooperation is highlighted as a key agenda, with both sides agreeing to enhance collaboration in various fields, including trade and energy, and to promote cultural exchanges [2][3] - The Chinese economy showed resilience with a growth rate of 5.2% in the first three quarters of the year, and a 4% increase in global goods trade imports and exports, indicating confidence in handling risks and challenges [2][3] Group 2 - The meeting resulted in a framework consensus to address urgent economic issues, with both sides encouraged to focus on long-term benefits rather than retaliatory cycles [3] - Following the meeting, the Chinese Ministry of Commerce announced significant measures, including the cancellation of certain tariffs, reflecting a positive trend in stabilizing U.S.-China economic relations [3] - Future cooperation is expected to extend beyond economic issues to include areas such as combating illegal immigration, anti-money laundering, artificial intelligence, and public health, with both countries aiming to support major upcoming international summits [4]

转自：北京日报客户端 就在中美元首会晤后几小时，中国商务部公布了中美吉隆坡经贸磋商联合安排，包括美方将取消对中国 加征的10%所谓"芬太尼关税"、对中国商品加征的24%对等关税将继续暂停一年等重要举措，中方反制 措施也相应调整。有分析指出，这些安排反映出双方团队落实好两国元首会晤重要共识、维护中美经贸 关系稳定的良好态势。作为世界前两大经济体，中美能找到解决问题的办法，不仅给双方带来利好，也 会稳定全球产供链、增强世界经济韧性、提升世界经济增长的确定性。未来，双方团队可以继续本着平 等、尊重、互惠的原则谈下去，不断缩小问题清单，拉长合作清单。 中美的合作清单上，不只是经贸议题，而是涉及各领域。此次中美元首会晤传递出的讯息是，未来两国 可以在打击非法移民和电信诈骗、反洗钱、人工智能、应对传染疾病等领域加强对话交流，开展互利合 作。同时，双方还表示要携手多办一些有利于两国和世界的大事。明年，中国将担任亚太经合组织东道 主，美国将主办二十国集团峰会。期待两国相互支持推动两场峰会取得积极成果，为促进世界经济增 长、完善全球经济治理作出贡献。 在中美关系中，元首外交发挥着不可替代的战略引领作用。今年以来，中美元首3次通 ...

Group 1 - The meeting between President Xi Jinping and President Trump in Busan on October 30 focused on strategic and long-term issues concerning China-US relations, with both leaders agreeing to maintain regular communication and enhance cooperation in trade, energy, and cultural exchanges [1][2] - The international community views this meeting as a positive signal for the stable development of China-US relations, providing new guidance and momentum amid global uncertainties [1][4] - The two leaders' ongoing communication has been crucial in navigating challenges in China-US relations, allowing for consensus building and preventing misjudgments [1][3] Group 2 - The economic relationship between China and the US has faced challenges this year, but the leaders' consensus has guided five rounds of negotiations, leading to agreements that reassure both nations and the global economy [2][4] - China’s economic growth rate for the first three quarters of the year reached 5.2%, demonstrating resilience and vitality, which aligns with the US's goal of revitalization [3][4] - The upcoming APEC and G20 summits will provide opportunities for both countries to support each other and contribute positively to global economic governance [4]

此外，双方还就芬太尼禁毒合作、扩大农产品贸易、相关企业个案处理等问题达成共识。双方进一步确 认了马德里经贸磋商成果，美方在投资等领域作出积极承诺，中方将与美方妥善解决TikTok相关问题。 发言人表示，中美吉隆坡经贸磋商取得积极成果，充分证明双方秉持平等、尊重和互惠的精神，通过开 展对话与合作，能找到解决问题的办法。经贸磋商成果来之不易，中方期待与美方共同做好落实工作， 为中美经贸合作、为世界经济注入更多确定性和稳定性。 本报讯（记者 马婧）中美双方在吉隆坡经贸磋商就解决各自关切的经贸问题达成了联合安排。昨天， 商务部新闻发言人介绍，美方将取消针对中国商品加征的10%所谓"芬太尼关税"，对中国商品加征的 24%对等关税将继续暂停一年。中方将相应调整针对美方上述关税的反制措施，双方同意继续延长部分 关税排除措施。 "中美两国元首刚刚在韩国釜山举行会晤，深入讨论了中美经贸关系等议题，同意加强经贸等领域合 作。中方愿与美方一道，共同维护好、落实好两国元首会晤重要共识。"商务部新闻发言人介绍，美方 将暂停实施其9月29日公布的出口管制50%穿透性规则一年。中方将暂停实施10月9日公布的相关出口管 制等措施一年，并将研 ...

■70多年来，我们坚持一张蓝图绘到底，一茬接着一茬干，从来没有想挑战谁、取代谁，而是集中精力办好自己的事，做更好的自 己，同世界各国分享发展机遇 ■中美经贸关系近期经历曲折，也给双方带来一些启示。经贸应该继续成为中美关系的压舱石和推进器，而不是绊脚石和冲突点。双 方应该算大账，多看合作带来的长远利益，而不应陷入相互报复的恶性循环。双方团队可以继续本着平等、尊重、互惠的原则谈下 去，不断压缩问题清单，拉长合作清单 习近平强调，对话比对抗好。中美之间各渠道各层级应该保持沟通，增进了解。两国在打击非法移民和电信诈骗、反洗钱、人工智 能、应对传染疾病等领域合作前景良好，对口部门应该加强对话交流，开展互利合作。中美在地区和国际舞台也应该良性互动。当今 世界还有很多难题，中国和美国可以共同展现大国担当，携手多办一些有利于两国和世界的大事、实事、好事。明年，中国将担任亚 太经合组织东道主，美国将主办二十国集团峰会。双方可以相互支持，争取两场峰会都取得积极成果，为促进世界经济增长、完善全 球经济治理作出贡献。 特朗普表示，很荣幸同习近平主席会面。中国是伟大国家，习主席是受人尊敬的伟大领导人，也是我多年的好朋友，我们相处非常愉 ...