商务部新闻发言人何亚东表示，中美经贸团队通过经贸磋商机制在各层级保持密切沟通，就落实两国元 首釜山会晤共识和吉隆坡经贸磋商成果、解决彼此经贸领域关切及时交换意见。中方愿与美方一道，按 照两国元首会晤和历次通话达成的共识，秉持平等、尊重、互惠的态度相向而行，加强对话沟通，妥善 管控分歧，拓展务实合作，推动中美经贸关系健康、稳定、可持续发展。 2月12日，商务部举行例行新闻发布会。有媒体记者现场提问：美国财政部长表示，他的团队上周在北 京与中方官员举行了会晤，为即将举行的高层会谈做准备，请问您能否提供更多细节？ 智通财经记者 赵利新 ...

2月12日，外交部发言人林剑主持例行记者会。 林剑表示，元首外交对中美关系发挥着不可替代的战略引领作用。不久前的两国元首通话中，特朗普总 统再次表达了4月访华的愿望，习近平主席重申了对特朗普总统访华的邀请，双方就此保持着沟通。中 美经贸关系的本质是互利共赢，双方应共同落实好两国元首达成的重要共识，为中美经贸合作与世界经 济注入更多确定性和稳定性。（北青报记者 董鑫） 有记者提问，有报道称美国总统特朗普预计将于4月初访问中国，中方能否证实并介绍情况？ ...

Group 1 - The article discusses the recent significant drop in gold and silver prices, attributing the blame to U.S. Treasury Secretary Bessent's comments about Chinese traders, which are seen as an attempt to deflect responsibility [3][11][25] - The price of silver experienced the most severe decline, dropping nearly 50% from its historical high on January 29, leading to substantial losses for many speculators [9][19] - Bessent's claims about the instability of the Chinese market and increased margin requirements are contradicted by the fact that the Chicago Mercantile Exchange, not Chinese regulators, implemented these changes [15][17] Group 2 - The article highlights that the price drop was a normal market correction following a previous surge, influenced by expectations of tighter monetary policy under a potential new Federal Reserve chair [22][24] - Bessent's assertions about the economic success of Trump's policies are challenged, with evidence showing that the Dow Jones Industrial Average's rise is not as straightforward as he claims [30][34] - The article emphasizes the contradiction in U.S. trade policy, where the U.S. seeks dialogue with China while simultaneously blaming it for economic issues, reflecting a broader pattern of U.S. hegemonic behavior [52][62]

Core Viewpoint - The article discusses the book "Globalization Changes: Trade Conflicts and Order Reconstruction," which analyzes the current US-China trade war, its historical context, and future implications for global economic relations [3][4]. Summary by Sections Historical Section: The Cycle and Warnings of Global Trade Conflicts - The historical perspective covers the rise and fall of globalization, highlighting the first "golden age" of globalization under British influence and the second under American leadership, leading to the current era of de-globalization marked by Trump's policies [6]. Causes Section: Strategic Logic Behind the US Tariff War - The section outlines the political economy of "America First," emphasizing the return of manufacturing, the rise of populism, and the structural imbalances in globalization that have led to the current trade conflicts [6]. Impact Section: Effects of Reciprocal Tariffs on the Global Economy - This part examines the essence of the US reciprocal tariff policy and its short-term and long-term impacts on the global economy and industrial chain structure, indicating significant disruptions in global financial markets [7]. China Section: Impact of Reciprocal Tariffs on China and Responses - The analysis suggests that the impact of US tariffs on China should not be underestimated, advocating for proactive and rational responses to the challenges posed by increased tariffs and potential investment restrictions [10]. Trend Section: Reconstruction of Globalization Order - The final section discusses the revolutionary restructuring of global supply chains, the deconstruction and reconstruction of international trade orders, and the technological frontiers of the next generation of trade wars [10].

Group 1 - The global economy is transitioning from "high volatility" to "new equilibrium," facing new uncertainties and challenges while instability and imbalance are somewhat reduced [2][4] - In 2026, a series of positive factors are expected to drive global economic recovery, including expansionary fiscal policies, loose monetary policies, and an AI investment boom [4][5] - Global GDP growth is projected to be between 2.9% and 3.1% in 2026, slightly lower than in 2025, with developed economies growing below 2% and emerging markets, especially in Asia, continuing to be the main growth drivers [5] Group 2 - The global trade environment shows signs of partial recovery, with the U.S. likely to pragmatically adjust aggressive trade protection measures and deepen multilateral cooperation [8][9] - However, new protectionist forces may emerge, particularly in developed economies like Europe, which may impose "rules-based" barriers to trade [9] Group 3 - Inflation pressures remain in developed economies, with service prices showing stickiness and tariff impacts having delayed effects [13][10] - Global inflation is expected to decrease from 4.2% in 2025 to between 3.2% and 3.6% in 2026, with most developed economies approaching a 2% target [11] Group 4 - The Federal Reserve's interest rate cut uncertainty is increasing, with potential further cuts in 2026 depending on economic conditions and inflation expectations [14][15] - The political landscape and economic data may influence the Fed's decisions on interest rates, with pressures from the Trump administration complicating the situation [15] Group 5 - Many countries are expected to increase fiscal policy efforts in 2026 to counter economic downturn risks, with significant public investment planned in various sectors [17][18] - However, some countries face constraints on fiscal expansion due to high debt levels and external pressures [18] Group 6 - U.S.-China economic relations may experience a phase of easing, with the U.S. adjusting its stance towards China and seeking selective cooperation in non-sensitive areas [21][22] - This shift is driven by economic interdependence and political considerations ahead of the 2026 midterm elections [22] Group 7 - Countries are increasingly prioritizing supply chain "self-sufficiency" due to geopolitical risks and technological competition, leading to a restructuring of supply chains in strategic sectors [24][25] Group 8 - Global stock markets are expected to experience cautious optimism, with potential for upward movement driven by interest rate cuts and AI investments, but structural differentiation may increase [26][27] - Emerging markets are likely to attract more investment due to favorable conditions, while U.S. markets may face volatility and risks associated with high valuations [28] Group 9 - The U.S. dollar is anticipated to remain weak, influenced by lower interest rates and various economic factors, with fluctuations expected within a range [29][30] Group 10 - Gold prices are projected to remain strong amid geopolitical risks and a weakening dollar, although there may be short-term corrections due to various market factors [33][34]

针对一些以旧换新"只保护本土企业"的论调，商务部多次强调"一视同仁"，明确将外资企业纳入覆盖范 围，苹果、特斯拉等外资品牌都是政策红利的受益者。此前有数据显示，在汽车以旧换新中，外资品牌 新车占比约35%，带动了外资车企销量较快增长；家电以旧换新销售额中，八大类家电产品外资品牌占 比超过16%。这种政策设计的公平性，使外国企业得以平等分享中国市场机遇，有力打破了所谓"歧视 外资"的刻板印象。 中国市场的吸引力与赋能全球的能力，源于中国经济在调整中展现出的强大韧性与结构性优势。一方 面，中国已建成全球最完整、规模最大的工业体系，新能源汽车、光伏等新兴产业形成全球领先优势， 为跨国企业提供了完善的产业链配套。 另一方面，随着中国中等收入群体持续扩大、消费升级趋势深化，其超大规模市场正为世界经济发展提 供宝贵的确定性机遇。2025年，中国全社会消费品零售总额首次突破50万亿元，国内居民出游达65.22 亿人次，凸显了内需市场的强大活力与巨大容量。因此，任何关于"中国经济过度依赖出口"的论断，不 仅忽视了中国消费市场的快速演进与现实规模，也严重低估了紧密的中美经贸关系对全球经济、企业盈 利与民生就业所具有的重要支撑作 ...

【环球时报报道 记者 倪浩】美国贸易代表格里尔在瑞士达沃斯论坛期间表示，在可能于4月举行的中美 领导人会晤之前，中美或开启新一轮贸易谈判。在1月29日商务部例行新闻发布会上，发言人何咏前就 美方表态表示，"中方愿与美方共同维护好、落实好两国元首重要共识，用好中美经贸磋商机制，管控 分歧、推进合作，促进中美经贸关系稳定、健康、可持续发展。" 据新华社消息，中共中央政治局委员、国务院副总理何立峰在出席世界经济论坛年会期间应约与美国财 长贝森特举行中美经贸磋商机制会谈。彭博社回顾称，在这场非正式会谈前，两人去年5月在日内瓦的 会晤开启了一系列谈判进程，后续又在伦敦、斯德哥尔摩、马德里和吉隆坡举行多轮会谈，最终达成贸 易"休战"协议。格里尔本月20日向记者表示，（中美）下一轮讨论可能会避开一些高度敏感的议题。 商务部研究院研究员周密29日告诉《环球时报》记者，中美经贸关系中仍有一些分歧和摩擦未解决，例 如芬太尼关税、高科技产品出口管制以及对华投资限制等问题；美方关心的议题可能包括大豆等农产品 对华出口，因此确有进一步磋商的必要。另外，双方还可通过面对面磋商，排除经贸关系中的不确定 性，并进一步推进双方经贸关系的合作。 ...

1月29日，中国美国商会年度答谢晚宴在北京举行，全国政协副主席王勇应邀出席并致辞。 （文章来源：新华网） 王勇表示，2025年，在两国元首的战略引领下，中美开展建设性的对话与互动，为中美关系注入了稳定 性。中共二十届四中全会擘画了今后五年中国经济社会发展的宏伟蓝图。中国将坚定不移深化改革、扩 大开放、推进创新，以高质量发展持续释放发展活力，为包括美国在内的各国企业提供广阔的舞台。希 望两国工商界携手并肩，凝聚稳定发展共识，深化多双边务实合作，共同推动中美经贸关系行稳致远。 中美政商界代表约400人出席活动。 ...

Group 1 - The meeting took place on January 28, 2026, between the Governor of the People's Bank of China, Pan Gongsheng, and the Chairman and CEO of Goldman Sachs, David Solomon [1] - Discussions included global economic and financial conditions, China's macroeconomic policies, and Sino-U.S. trade relations [1]

Group 1 - The meeting between the Governor of the People's Bank of China, Pan Gongsheng, and the Chairman and CEO of Goldman Sachs, David Solomon, focused on discussions regarding the global economic and financial situation, China's macroeconomic policies, and Sino-U.S. trade relations [1]