
中国宣布延长对美关税豁免及出口管制暂停期,以维持经贸关系稳定
中美两国将贸易休战协议延长至2027年1月10日。中国商务部及国务院关税税则委员会宣布延长关键矿产出口管制豁免、暂停对美实体限制及部分关税加征,以维持经贸环境稳定。习近平与特朗普预计下周在APEC峰会会晤。
AI-generated summary
中美两国于2025年10月在釜山达成贸易休战协议。协议涉及关税削减、芬太尼前体打击及稀土出口管制等议题。
美国总统特朗普和中国领导人习近平2025年10月在韩国釜山达成了一项贸易休战协议。根据协议,特朗普同意削减关税,以换取北京方面打击芬太尼前体化学品、恢复购买大豆以及暂停稀土出口管制。该休战协议原定于今年11月10日到期,不过今年9月习近平访问华盛顿时,两国宣布同意将贸易休战期延长两个月至2027年1月10日。
中国商务部11月9日表示,将延长针对部分关键矿产及相关技术的出口管制豁免期至 2027 年 1 月 10 日;继续暂停针对“不可靠实体清单”中 11 家美国实体以及“出口管制清单”中 16 家实体的相关限制措施,直至 2027 年 1 月 10 日,继续暂停韩华海洋株式会社5家美国相关子公司实施反制措施2个月,直至 2027 年 1 月 10 日。
中国交通运输部官网11月9日也发公告称,将继续暂停对停靠中国港口的美国船舶征收船舶特别港务费,暂停开展针对航运业、造船业及相关产业链供应链安全的调查直至2027年至1月10日。
中国国务院关税税则委员会11月9日发布的公告显示,中国将从2026年11月10日13时01分起,继续暂停实施24%的对美加征关税税率,保留10%的对美加征关税税率。公告还称,本次中方继续暂停实施部分对美加征关税,有利于为双方企业合作提供相对稳定、可预期的政策环境,推动中美经贸关系持续稳定向好发展。但是,公告也指, “中方注意到,美方多次表示拟通过301关税替代已被判决失效的《国际紧急经济权力法》(IEEPA)项下关税。中方将继续密切关注美方后续举措,视情适时调整相关关税反制措施。”
深圳“特习会”即将上演
在中方发布上述公告之前,中美经贸中方牵头人、中国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上周五(11月6日)举行视频通话。
习近平与特朗普预计将于下周在中国举行的亚太经合组织(APEC)领导人峰会上会晤。这将是两人今年以来的第三次会晤。
在特朗普与习近平9月份的华盛顿会晤后,双方曾提出一项总额为600亿美元的互惠关税削减方案。中国商务部称,美方将对玩具、家电、婴儿用品、厨卫用品、节日礼物等约300亿美元自华进口商品降低关税,中方将对农产品、个人护理用品、医疗器械、煤炭等约300亿美元自美进口商品降低关税。不过,该方案尚未最终敲定。
AI outlook — possibilities, not facts
习近平与特朗普将在下周APEC峰会期间举行会晤。
Very likely · Within days

NVIDIA CEO Jensen Huang admitted to extramarital affair, and US intelligence officials said the woman involved was a Chinese spy. This incident triggered market concerns about Nvidia's over-reliance on Huang Jensen, and may affect the company's strategic position in U.S.-China chip export controls and trade secret protection.

The French government announced that it will increase the basic salary to 1,502 euros per month after tax starting from December 1, an increase of 1.6%. This move is aimed at alleviating public complaints caused by inflation, but the union believes that the increase is insufficient and has called on the masses to take to the streets again on the 17th of this month to protest against the decline in purchasing power.

Nvidia faces a rare key-person risk following a board inquiry into CEO Jensen Huang. Investors are also monitoring the impact of US midterm elections on future chip controls and AI regulation, contributing to recent stock price volatility.

Nvidia CEO Jensen Huang has admitted to an extramarital affair, drawing scrutiny to Megaspeed, a Singaporean firm led by Alice Huang. US officials are investigating potential links between the relationship and alleged Chinese espionage activities.

According to the International Monetary Fund's October 2026 report, only 11 countries in the world are simultaneously among the top 30 economies and countries with high debt ratios. The United States has the largest economy but a high debt ratio, Sudan has the highest debt ratio in the world, and Singapore's high debt is due to investment needs.

At the ninth CIIE held in Shanghai, many Chinese businessmen said that the CIIE is the "entry into the sea" for overseas companies to enter the Chinese market. The content of the exhibition has been upgraded from traditional consumer goods to industrial cooperation and scientific innovation incubation. The CIIE is becoming a long-term link connecting China and foreign countries and assisting the growth of enterprises.