硅铁主力 (ZCE_SF) 加自选

美国贸易代表团抵达中国进行贸易谈判。虽然预计不会有重大突破，但双方都希望达成一项有限的协议，可能与中国在芬太尼和未来投资承诺方面的措施挂钩，以换取部分关税减免。更广泛的协议仍不确定，北京方面也在考虑美国在军事存在和技术出口管制方面的让步。

US trade delegation arrives for trade talks with China.While no major breakthrough is expected, both sides hope to shape a limited agreement—possibly tied to China's steps on fentanyl and future investment commitments—in exchange for partial tariff relief. A broader deal remains uncertain, with Beijing also eyeing U.S. concessions on military presence and tech export controls.

美国放弃对中国技术出口的限制，寻求达成协议-报告。据报道，美国已冻结对中国关键技术的出口管制，希望保持更平稳的贸易关系。他补充说，这个想法是最终在今年晚些时候举行特朗普和Xi的会晤。

US casts aside restrictions on technology exports to China in search of a deal - report.It is reported that the US has frozen export controls on key technology to China in hopes of keeping smoother trade relations. Adding that the idea is to eventually circle around to a meeting between Trump and Xi later this year.

中国将在年底前初步建立全国统一的电力市场。中国国家能源局（NEA）举行了定期会议，发布了一系列指令，旨在确保季节性电力需求上升时的能源安全和系统稳定性。

China to establish a preliminary nationwide unified power market by the end of the year.China's National Energy Administration (NEA) held its regular meeting, issuing a series of directives aimed at ensuring energy security and system stability amid rising seasonal power demand.

据《南华早报》援引未具名消息人士的话说，预计美国和中国将把关税休战期再延长三个月。一位消息人士表示，在延期期间，双方都不会征收额外关税，这将延长目前定于8月12日到期的暂停期。该报告是在美国财政部长斯科特·贝森特和中国副总理何立峰定于今天晚些时候在斯德哥尔摩举行的第三轮贸易谈判之前发布的。前两轮谈判在日内瓦举行，双方都试图防止长期贸易争端再次升级。 贝森特表示，他预计本周的谈判将导致休战延期，这也将涵盖关税以外的更广泛的问题，包括中国从俄罗斯和伊朗购买石油。将这些地缘政治议题纳入议程标志着议程的扩大，反映出美国对遵守制裁和地区安全的担忧日益加剧。

The U.S. and China are expected to extend their tariff truce by another three months, according to the South China Morning Post, citing unnamed sources. One source said neither side will impose additional tariffs during the extension, which would prolong the current pause set to expire on August 12. The report comes ahead of the third round of trade talks, scheduled to begin later today in Stockholm, between U.S. Treasury Secretary Scott Bessent and Chinese Vice Premier He Lifeng. The previous two rounds were held in Geneva, as both sides seek to prevent a renewed escalation in their long-running trade dispute. Bessent said he expects a truce extension to result from this week's negotiations, which will also cover a broader range of issues beyond tariffs, including China’s oil purchases from Russia and Iran. The inclusion of these geopolitical topics signals an expansion of the agenda, reflecting rising U.S. concerns over sanctions compliance and regional security.