中美贸易谈判关键信息及货代实用词汇

A
potential extension of a tariff pause between the United States and
China will not be agreed to until President Donald Trump signs off on
the plan, U.S. negotiators said Tuesday.

Trump
“has final say on all the trade deals” and the pending tariff truce,
Treasury Secretary Scott Bessent told CNBC’s Eamon Javers.

The
remarks came after top trade officials for the two countries concluded
talks in Stockholm, Sweden, their third round of high-level discussions
since May.

“We’re
going to head back to Washington, D.C. We’re going to talk to the
president about whether that’s something that he wants so do,” U.S.
Trade Representative Jamieson Greer told reporters following the talks.

Trump,
speaking to reporters on Air Force One around the same time, said he
would get a briefing Wednesday on the status of the negotiations.

“I
just had a phone call from Scott Bessent. They had a very good meeting
with China, and it seems that they’re going to brief me tomorrow,” Trump
said.

“We’ll either approve it or not. But he felt very good about the meeting, better than he felt that he felt yesterday,” he said.

Chinese
trade negotiator Li Chenggang earlier said that the two sides agreed to
continue to push for an extension of a 90-day pause on most of the U.S.
“reciprocal” tariffs on Chinese goods, as well as most of Beijing’s
retaliatory measures.

That pause is currently set to expire Aug. 12.

Bessent
told reporters after Tuesday’s talks that if an extension is not
reached by the deadline, then U.S. tariffs on Chinese goods will shoot
back up to their April levels.

“We call it boomeranging,” Bessent said.

He said the trade teams will likely meet again in another 90 days.

Trump
on April 2 said he would impose a 34% blanket duty on Chinese goods as
part of the sweeping global tariff rollout that he dubbed “liberation
day.”

A
week later, he said he would hike the China tariffs to 125% — and that
came on top of 20% fentanyl-related tariffs that Trump had previously
imposed. China retaliated with its own steep tariffs on U.S. goods.

Both sides agreed to pause most of the tariffs in May, after their first trade meeting in Geneva, Switzerland.

Bessent
gave a positive, but opaque, assessment of the latest talks. He said
the two sides’ positions are getting more “refined” and suggested that
their discussions have led to an increase in mutual respect and
understanding.

But
he said that the U.S. is not pleased with China continuing to buy oil
from Iran – even though Trump gave Beijing his blessing to do so last
month.

Bessent
also said that the negotiators did not discuss TikTok, the
Chinese-owned social media app whose fate in the U.S. has been in flux
since the enactment of a law that would ban it unless it is sold.

“We are very careful to keep trade and national security separate,” he said.

Trade
talks between the U.S. and China, the world’s two largest trading
nation’s, are proceeding on a separate track from the rest of Trump’s
efforts to quickly reshape America’s global trade relationships.

Commerce
Secretary  Howard Lutnick confirmed on CNBC’s “Squawk Box” earlier
Tuesday that Trump’s tariff rates for dozens of countries, which had
been repeatedly paused, are set to restart Friday.

Bessent,
asked by CNBC’s Javers about that looming tariff deadline, suggested
that it should not be a major concern because the affected countries can
continue to negotiate with the U.S.

“I
would think that it’s not the end of the world if these snapback
tariffs are on for anywhere from a few days to a few weeks, as long as
the countries are moving forward and trying to negotiate in good faith,”
he said.

核心谈话要点总结

财政部长贝森特(Scott Bessent)关键表态

原文："We call it boomeranging"

• 含义：如果8月12日前无法达成延期，关税将"回弹"至4月水平

• 货代影响：需要准备两套报价方案

原文："The two sides' positions are getting more refined"

含义：双方立场正在"细化"，暗示谈判有进展但仍有分歧

实际意义：短期内政策仍有变数，需要密切关注

原文："We are very careful to keep trade and national security separate"

背景：被问及TikTok时的回应

货代启示：贸易政策和安全政策是分开处理的，不要混淆

原文："We're going to head back to Washington, D.C. We're going to talk to the president"

关键信息：最终决定权完全在特朗普，谈判团队只是执行者

时间节点：特朗普将在周三听取汇报

原文："agreed to continue to push for an extension of a 90-day pause"

关键词："continue to push" = 继续推动

实际含义：中方希望延期，但未确定达成协议

Tariff-related Terms:

Reciprocal tariffs = 对等关税

Retaliatory measures = 报复性措施

Blanket duty = 全面关税

Snapback tariffs = 快速恢复关税

Boomeranging = 关税回弹(贝森特创造的词)

Negotiation Status:

Tariff truce = 关税休战/暂停

Extension = 延期

Deadline = 截止日期

Final say = 最终决定权

High-level discussions = 高级别讨论

Positions getting refined = 立场细化

Policy Implementation:

Liberation day = 解放日(特朗普对关税政策的称呼)

Sweeping global tariff rollout = 全面全球关税推出

Trade and national security separate = 贸易与国家安全分离

April 2: 34%关税政策宣布

One week later: 关税提升至125%

May: 首轮日内瓦谈判，达成90天暂停

July 29: 第三轮斯德哥尔摩谈判结束

August 12: 关税暂停到期日

Friday (Aug 1): 其他国家关税开始恢复

1. 确认在途货物状态

2. 8月12日前能否完成清关

3. 是否需要"rush clearance"(加急清关)

4. 客户沟通话术

5. "The tariff truce expires on August 12"

6. "We're monitoring the boomeranging risk"

7. "Need to prepare for snapback scenario"

8. 报价调整

9. 准备两个版本：延期vs回弹情况

10. 关税成本单独标注，便于快速调整

与客户沟通时的准确用词：

❌ "Trade war escalation" (过于敏感)

✅ "Tariff policy adjustment"

❌ "China trade ban" (不准确)

✅ "Reciprocal tariff measures"

❌ "Negotiations failed" (过早判断)

✅ "Extension pending presidential approval"

Standard Risk Disclaimers:

"Subject to final presidential approval"

"Tariff rates may snapback to April levels"

"Timeline subject to policy changes"

"Recommend monitoring through August 12 deadline"

"Based on Treasury Secretary Bessent's latest statement, the 90-day tariff pause may extend pending presidential approval. 

However, we recommend preparing for a potential 'boomeranging' scenario where tariffs revert to 125% levels after August 12."

"Monitor:
August 12 deadline for tariff truce extension. Prepare contingency
plans for snapback to April tariff levels. Key decision maker: President
Trump (final say confirmed)."