8月12日,中美分别宣布“再次暂停实施24%的关税90天,同时保留对这些商品加征的剩余10%的关税”。《中美斯德哥尔摩经贸会谈联合声明》明确称,这是中美双方在5月达成日内瓦联合声明、6月伦敦会谈、7月斯德哥尔摩会谈后达成的一致意见。国际市场反应积极,亚太股市及原油期货价格均应声上涨。
日内瓦会谈后,中美大幅降低双边关税水平,达成首次90天“窗口期”;伦敦会谈后,中美相互放宽或取消部分限制性措施;斯德哥尔摩会谈后,已有措施如期展期90天。
路透社报道称,将贸易“休战”延长到11月初,为美国关键的圣诞季进口争取了宝贵时间。美国“政治”新闻网则援引刚刚结束访华行程的美中贸易委员会会长谭森的话说,美国业界对关税暂停期表示欢迎。
数据显示,中国对美出口已连续4个月下降,但中美经贸会谈起到的积极作用也已经显现,双边贸易同比降幅在6月明显收窄。不过,“90天窗口期”稍纵即逝,市场观望情绪仍重,中美当务之急是维护好来之不易的磋商成果,不仅要在数字上止损,更要排除各种干扰甚至破坏,继续秉持平等态度,尊重各自关切,争取双赢结果。最近在中国举办的各项展会上,美国企业特别是科技业界依然保持高活跃度;中美发表日内瓦联合声明后,两国航运市场呈现“一船难求”的景象;外媒也报道称,今年创纪录数量的中国企业正在寻求赴美上市。这些互动勾勒出双边经贸关系的韧性与合作的现实需求,应该倍加珍惜、精心呵护。
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On August 12, 2025, China and the United States respectively announced that they would "once again suspend the implementation of the 24% tariffs for 90 days, while retaining the remaining 10% tariffs on import goods." The "Joint Statement on U.S.-China Economic and Trade Meeting in Stockholm" clearly stated that this was a consensus reached by both sides after the Geneva Joint Statement in May, the London talks in June, and the Stockholm talks in July. The international market responded positively, with stock markets in the Asia-Pacific region and crude oil futures prices rising in response.
After the Geneva talks, China and the United States significantly reduced bilateral tariff levels and reached a 90-day "window period" for the first time. After the London talks, the two sides mutually relaxed or lifted some restrictive measures. After the Stockholm talks, the existing measures were extended for another 90 days as scheduled.
Reuters reported that extending the trade "truce" until early November has bought precious time for the United States to import goods for the crucial Christmas season. The US news website Politico quoted Terry McGraw, president of the US-China Business Council who just returned from a visit to China, as saying that the US business community welcomes the tariff suspension period.
Data shows that China's exports to the US have declined for four consecutive months. However, the positive effects of the China-US economic and trade talks have already emerged, with the year-on-year decline in bilateral trade narrowing significantly in June. Nevertheless, the 90-day window is fleeting, and the market remains cautious. The top priority for China and the US is to safeguard the hard-won achievements of the consultations. It is not only necessary to stop the decline in figures but also to eliminate all kinds of interference and even sabotage, and continue to maintain an equal attitude, respect each other's concerns, and strive for a win-win outcome. At recent exhibitions held in China, US companies, especially those in the technology sector, have remained highly active. After the joint statement was issued in Geneva, the shipping market between the two countries has seen a situation where "one ship is hard to find". Foreign media also reported that a record number of Chinese companies are seeking to list in the US this year. These interactions outline the resilience of the bilateral economic and trade relationship and the realistic need for cooperation, which should be cherished and carefully nurtured.
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