特斯拉(TSLA.O)：与汽车业务相比，现行关税制度对能源生产和存储业务的影响将相对更大。 ...

通用电气航空公司首席执行官：特朗普政府一直对我们推动航空航天行业重返免关税制度的倡议持开放 态度。 ...

Core Viewpoint - The "Mar-a-Lago Agreement" aims to reshape global economic governance through high tariffs, currency devaluation, debt swaps, multilateral currency negotiations, and security fees, significantly impacting US-China relations as the two largest economies in the world [1] Group 1: Economic Strategies and Implications - The US is constructing a "negotiation mechanism" that emphasizes continuous pressure on China rather than seeking compromise, indicating a structural institutional conflict [2] - China's response should not only focus on current export data but also on how the US is shaping a new system centered on American interests, ensuring national security and technological leadership [6] - Tariff policies have entered a phase of "institutionalization, periodicity, and toolization," becoming a more operational and targeted mechanism within a broader institutional framework [6] Group 2: Trade Negotiation Dynamics - The "Mar-a-Lago Agreement" suggests that balancing trade relations with the US requires not only trade measures but also financial adjustments, including currency changes [7] - Achieving a theoretical compromise on tariffs may be challenging due to the US's unilateralism and the geopolitical threats it poses, which complicate negotiations [11] - High tariffs imposed by the US have raised procurement prices for Chinese products by approximately 18%-23%, leading to increased supply chain management costs for US companies rather than successfully eliminating Chinese goods [11] Group 3: Strategic Responses and Institutional Resilience - China should adopt a strategy of "structural hedging" rather than equal retaliation, focusing on the strategic significance of industries within the global value chain [16] - Experts suggest that China must proactively propose revisions to rules and optimize domestic and international trade regulations to enhance its negotiating power [21] - The US may strengthen ties with key trade partners to exert pressure on China, necessitating targeted negotiations and strategic positioning by China in response [21]