Core Viewpoint - The joint statement from the China-U.S. Stockholm economic talks indicates a shift towards more constructive and pragmatic negotiations, with both sides agreeing to maintain a stable framework for trade discussions and a temporary pause on additional tariffs [1][3][12]. Summary by Sections Trade Negotiation Framework - China is currently the only country effectively countering U.S. pressure and transitioning the U.S.-China trade discussions from a highly politicized atmosphere to functional and pragmatic negotiations [2]. - The established negotiation mechanism has allowed for a return to a relatively stable communication and dialogue framework reminiscent of the pre-2018 trade environment [2]. - The framework includes clear delineation of issues of concern for both sides, facilitating ongoing high-level discussions [2]. Outcomes of the Stockholm Talks - The Stockholm joint statement introduced a "constructive" tone, reflecting an increase in satisfaction with the outcomes of the talks [3]. - The consensus reached emphasizes that certainty in trade relations is preferable to uncertainty, aiming to control the trade conflict at an acceptable level [5][6]. - The talks have resulted in a mutual understanding that unilateral pressure tactics from the U.S. are counterproductive, as they could lead to significant economic repercussions for the U.S. [6][8]. Future Implications - The joint statement signifies a continuation of the previous 90-day pause in tariff increases, maintaining the status quo in U.S.-China trade relations [12]. - There is an emphasis on the importance of maintaining a stable policy environment, with both sides agreeing to reciprocal actions regarding tariffs [12][13]. - The ongoing negotiations are expected to adhere to market economic principles, despite the U.S. government's various policy challenges [14]. Strategic Positioning - The current state of U.S.-China relations is characterized as a "strategic stability," indicating a recognition from both sides of the need for ongoing dialogue and negotiation [11]. - The ability of China to withstand U.S. strategic pressure and compel the U.S. to return to the negotiation table is seen as a significant achievement [11][9]. - The framework established through these negotiations is viewed as a foundation for future discussions, with the potential for more substantive agreements as both sides continue to engage [14].

Group 1 - The Chinese Foreign Ministry emphasizes the importance of implementing the consensus reached during the recent phone call between the two countries' leaders, highlighting the progress made in addressing mutual economic concerns [2] - The Ministry expresses a commitment to enhancing personnel exchanges as a foundation for cooperation between nations, aligning with the interests and expectations of all parties involved [3] - The Ministry reiterates its opposition to the AUKUS security alliance and the associated nuclear submarine agreement, advocating against the creation of bloc confrontations and the escalation of nuclear proliferation risks [4] Group 2 - The Ministry responds to Japan's claims of a Chinese aircraft coming dangerously close to a Japanese patrol plane, asserting that China's activities in the relevant airspace are in accordance with international law and norms [5] - The Ministry calls for Japan to cease its reconnaissance activities that contribute to security risks in maritime and aerial domains [5]

责编：罗晓霞 校对：高源 百万用户都在看 关税，突传重磅！日本、韩国、欧盟，发声！ 大转向！外资，爆买！ 突然！特朗普，发出威胁！马斯克，紧急行动！ 重磅！中美经贸磋商机制首次会议，将举行！ 全面暂停！特朗普签了！ 违法和不良信息举报电话：0755-83514034 邮箱：bwb@stcn.com 6月9日，外交部发言人林剑主持例行记者会。有记者针对中美高官今天在伦敦会面进行提问。 林剑表示，中方已经发布了中美经贸磋商机制首次会议有关消息，关于磋商的具体情况请你保持关注。 据外交部网站6月7日消息， 应英国政府邀请，中共中央政治局委员、国务院副总理何立峰将于6月8日至13日 访问英国。其间，将与美方举行中美经贸磋商机制首次会议。 综合自：央视新闻、外交部网站 ...

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截图来源：外交部网站 据 外交部网站消息 ， 外交部发言人宣布： 应英国政府邀请，中共中央政治局委员、国务院副总理何立 峰将于6月8日至13日访问英国。其间，将与美方举行中美经贸磋商机制首次会议。 ...

5月15日下午，商务部召开例行新闻发布会。商务部新闻发言人何咏前就中美经贸高层会谈等内容回答 记者提问。 中美双方一致同意建立中美经贸磋商机制 有记者询问近期及未来中美经贸高层交流中的讨论重点，何咏前介绍："5月10日至11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和贸易代表格里尔在瑞士日内瓦举行 中美经贸高层会谈。双方围绕落实今年1月17日中美元首通话重要共识，进行了坦诚、深入、具有建设 性的沟通，达成一系列重要共识，会谈取得实质性进展。双方达成《中美日内瓦经贸会谈联合声 明》。" 何咏前表示，下一步，中美双方将依据中美日内瓦会谈共识，就经贸领域各自关切保持沟通。 据商务部新闻发言人5月12日就中美日内瓦经贸会谈联合声明发表的谈话，中美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， 或在商定的第三国开展磋商。根据需要，双方可就相关经贸议题开展工作层面磋商。 有记者就中美经贸磋商机制进行提问，何咏前表示，中方对通过对话沟通 ...

Core Viewpoint - The Chinese Ministry of Commerce expresses an open attitude towards resolving economic and trade concerns through dialogue and communication, emphasizing the establishment of a consultation mechanism between China and the United States [1]. Group 1 - The Ministry of Commerce held a routine press conference on May 15, where questions regarding the China-U.S. economic and trade consultation mechanism were addressed [1]. - The spokesperson, He Yongqian, stated that both sides agreed to establish a consultation mechanism based on the consensus reached during the Geneva talks, aiming to maintain communication regarding their respective economic and trade concerns [1]. - The Chinese side will release relevant information at an appropriate time [1].

所长 早读 国泰君安期货 2025-05-12 期 请务必阅读正文之后的免责条款部分 1 期货研究 期货研究 2025-05-12 所长 早读 今 日 发 现 中美达成重要共识，会谈取得实质性进展 观点分享： 中美经贸高层会谈 5 月 10 日至 11 日在瑞士日内瓦举行。中美经贸中方牵头人、国务院 副总理何立峰当地时间 11 日晚在出席中方代表团举行的新闻发布会时表示，此次中美经贸高 层会谈坦诚、深入、具有建设性，达成重要共识，并取得实质性进展。双方一致同意建立中 美经贸磋商机制。中美双方将尽快敲定相关细节，并将于 5 月 12 日发布会谈达成的联合声 明。 所 长 首 推 | 板块 | 关注指数 | | --- | --- | | 国债期货 | ★★★★ | 国债期货：债市上周维持高位震荡，符合我们前期观点。5 月 7 日国新办一行一局一会会议 推出一揽子政策，宣布降准 0.5%，7 天逆回购利率调降 0.1%同时将带动后续 LPR 下调。会 议上亦介绍了其他结构性工具的调整与其他资本市场、实体经济的支持政策。受相关政策影 响，上周利率曲线有所走陡。4 月进出口数据全面好于预期，尽管对美出口收缩，但一带一 ...

Group 1 - The defense and military industry sector in the A-share market experienced a significant surge, with the sector rising over 6% at one point during the trading session [2][4][5] - Notable stocks in the sector included Huaru Technology, which hit the daily limit up, and other companies like Aerospace South Lake and AVIC Chengfei, which saw substantial gains [6][8] - The overall A-share market showed strong performance, with major indices such as the Shanghai Composite Index and Shenzhen Component Index increasing by 0.37% and 1.06% respectively [4][5] Group 2 - In the Hong Kong stock market, the Hang Seng Index rose and surpassed the 23,000-point mark, with Dragon Power Technology experiencing a dramatic increase of over 50% during trading [11][12] - Dragon Power Technology announced a significant contract with Chuangneng New Energy, which is expected to generate over 5 billion RMB in sales from the supply of lithium iron phosphate materials from 2025 to 2029 [13]