After urgent consultations between the US and China in London, a "trade pain relief" agreement was reached:
✅ US concession: Easing some rare earth controls
✅ China countermeasure: Immediate restart of rare earth exports from Shenzhen (companies like Jinko Solar quickly obtained export permits)
⚠️ Tariff cliff delayed:
• US tariffs on China reduced from 145% to 30%
• China tariffs on the US reduced from 125% to 10%
Ultimate countdown initiated: If no breakthrough is achieved by August 10, original tariffs will automatically resume!
▌The covert war continues with hidden dangers
US underhanded tactics:
• Chip and aircraft equipment bans remain unchanged
• The White House claims "34% reciprocal tariffs received court endorsement" (Trump hinted at the possible use of the "trade cannon" at any time)