The easing of the trade war helps to alleviate global supply chain pressures, reduce corporate costs, and boost market confidence. In the short term, tariff concessions from both sides can promote the recovery of imports and exports, benefiting the manufacturing and consumer sectors; in the medium to long term, it is necessary to observe whether structural contradictions (such as technological competition and industrial subsidies) are truly resolved. China can take this window period to deepen reform and opening up, strengthen multilateral cooperation, and accelerate the independent control of core technologies to cope with future uncertainties. However, the trend of normalizing trade frictions remains unchanged, and companies still need to prepare for risk hedging.