Jin: After the previous China-U.S. vice-ministerial dialogue, the U.S. has already expressed its willingness for further discussions. Therefore, Vice Premier Liu's visit is not a surprise. Actually, this is good news, and an agreement is likely to be reached.
The best result is when the two sides reach an agreement that satisfies both countries, which means the Chinese side agrees to the U.S.'s reasonable requests, such as better protection of the intellectual property rights, and the U.S. gives up unreasonable demands, such as those related to Chinese state-owned enterprises. But achieving an absolutely satisfactory result is almost impossible.
金:在之前的中美副部長級對話後,美國已經表示願意進一步討論。 因此,劉副總理的訪問並不令人意外。 實際上,這是個好消息,雙方很可能達成協議。
最好的結果是雙方達成了兩國都滿意的協議,這意味著中方同意美國的合理要求,如更好地保護智慧財產權,美國放棄無理要求,如那些與中國國有企業有關的指控。 但是,獲得絕對滿意的結果幾乎是不可能的。
Instead, it is possible to reach a new phased-agreement, which may be the best result at the moment. For example, China buys more American products and purchases more high-value-added products. This phased-agreement may only be effective for a few months and will not last long.
Even that, it is also good news for the market, and the uncertainty is reduced in the short term. In the case of a prolonged ceasefire, Chinese companies must pay special attention to the under-table moves of the United States. For example, the Huawei incident is quite unexpected, as it has expanded into the judicial field, not just in the field of trade.
Therefore, it is necessary to pay special attention to the U.S.'s behavior against leading Chinese companies such as TCL and Huawei. It is recommended that Chinese companies temporarily reduce their business with the U.S. and decrease their assets in the U.S. as well. Extra attention is also required for Chinese senior executives both in China and the United States.
相反,有可能達成新的階段性協議,這可能是目前最好的結果。例如,中國購買更多美國產品併購買更多高附加值產品。這種分階段協議可能只有幾個月有效,並且不會持續很長時間。