由于对出口管制，特别是稀土出口管制的担忧，美国和中国高级官员将于今天晚些时候在伦敦恢复贸易谈判，继续进行第二天的讨论。这些关键材料在航空航天、半导体和国防等行业发挥着至关重要的作用，其供应中断威胁着全球经济稳定。上个月在日内瓦达成了一项初步协议，该协议提供了暂时的缓解，但很快就被美国指责北京限制关键出口所笼罩。美国代表团团长是财政部长斯科特·贝森特、商务部长霍华德·卢特尼克和贸易代表杰米森·格里尔，副总理何立峰代表中国。谈判建立在特朗普和习上周的通话基础上，习在通话中同意恢复稀土运输。然而，全球制造商仍对供应链的持续不确定性持谨慎态度。

Senior U.S. and Chinese officials are set to resume trade negotiations in London later today, continuing discussions for a second day amid concerns over export controls, particularly on rare earths. These critical materials play a vital role in industries such as aerospace, semiconductors, and defense, and disruptions in their supply threaten global economic stability. The talks follow a preliminary deal reached in Geneva last month, which provided temporary relief but was soon clouded by U.S. accusations that Beijing was restricting key exports. Leading the U.S. delegation are Treasury Secretary Scott Bessent, Commerce Secretary Howard Lutnick, and Trade Representative Jamieson Greer, while Vice Premier He Lifeng represents China. The negotiations build on a call between Trump and Xi last week, during which Xi agreed to resume rare earth shipments. However, manufacturers worldwide remain wary of continued supply chain uncertainty.