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你好,，这是伊芙琳,，从北京给您写信。欢迎阅读最新一期的《中国连线—》，其中简要介绍了我'm 在当地企业的所见所闻。
Hi, this is Evelyn, writing to you from Beijing. Welcome to the latest edition of The China Connection — a succinct snapshot of what I'm seeing and hearing from local businesses.
现在特习峰会帮助控制了关税,，中国企业和美国代表都在充分利用延长休战的机会来达成一些交易。但这足以克服数据安全和品牌障碍?
Now that the Trump-Xi summit has helped keep tariffs in check, Chinese companies and U.S. representatives alike are making the most of an extended truce to get some deals going. But is that enough to overcome data security and branding hurdles?
The big story
对于应对中美紧张局势的企业, "，最糟糕的是," AI Speech, 联合创始人邹平, 上周在苏州告诉我。
For businesses navigating U.S.-China tensions, "the worst is over," Zou Ping, co-founder of AI Speech, told me in Suzhou last week.
It was just a few days after he'd returned from the U.S., one of the company的 key growth markets as it pushes sales of high-end microphones, speakers and digital note-taking tablets.
该公司'的扬声器和麦克风利用设备上的AI功能来提高音质，并广泛应用于公司会议室和大学教室,他说。
The company的 speakers and microphones use on-device AI capabilities to improve sound quality and are widely used in company meeting rooms and university classrooms, he said.
时机再好不过了。
The timing could hardly be better.
本月早些时候,，美国和中国同意追求"建设性战略稳定,"，这表明在一年多的紧张局势升级和关税上调（一度将累计关税推高至100%以上）之后，双方将采取更广泛的努力来稳定关系。
Earlier this month, the U.S. and China agreed to pursue "constructive strategic stability," signaling a broader effort to stabilize ties after more than a year of escalating tensions and tariff hikes that at one point pushed cumulative duties above 100%.
现在, 延长休战表明这些征税可能会在更长时间内保持在大约一半的水平。
Now, the extended truce suggests those levies could remain at about half those levels for longer.
对于 Zou, 来说，关税和市场准入仍然是最大的担忧。但至少在未来三到五年,，他希望美中关系不会进一步恶化。
For Zou, tariffs and market access remain the biggest concerns. But for at least the next three to five years, he的 hopeful that the U.S.-China relationship won't deteriorate further.
他说，赢得美国客户, 的更大挑战是品牌。
The bigger challenge for winning U.S. customers, he said, is branding.
AI Speech is exploring acquisitions and local hiring as part of its U.S. expansion strategy, he said, hinting at conversations with New York electronics retailer B&H.
这个主题呼应了我与其他高管的对话: 最近的美国和欧洲之行, 与美国主要零售商的讨论以及新的海外增长计划。
The theme echoed conversations I had with other executives: recent trips to the U.S. and Europe, discussions with major American retailers and renewed plans for overseas growth.
"We're talking with Best Buy right now," Guo Renjie, CEO of humanoid robot startup Zeroth, told me in Suzhou last week.
他声称该公司在一月份的消费电子展上收到了很多订单,，并计划今年秋天在美国和欧洲,开始销售，最初专注于玩具大小的互动机器人。
He claimed the company received many orders at the Consumer Electronics Show in January, and plans to start sales this fall in the U.S. and Europe, initially focusing on a toy-sized interactive robot.
鼓励投资
Encouraging investment
尽管如此，, 双方官员仍在寻找仍有可能合作的领域。
Still, officials on both sides are looking for areas where cooperation remains possible.
The U.S. and China said this month they would establish trade and investment boards focused on non-sensitive sectors, U.S. Treasury Secretary Scott Bessent told CNBC.
快速增长的中国消费品公司也在探索海外收购,，例如据报道，在线零售商 Shein 收购了可持续时尚品牌 Everlane。
Fast-growing Chinese consumer companies are also exploring overseas acquisitions, such as the reported acquisition of sustainable fashion brand Everlane by online retailer Shein.
在州一级, 参与仍在继续。
At the state level, engagement continues.
查托克上周作为西雅图代表团的成员在重庆与我进行了交谈。 The two metropolitan areas have been "sister cities" for decades — a municipal-level agreement to facilitate trade and international exchange.
Chartock spoke with me in Chongqing last week as part of a delegation from Seattle. The two metropolitan areas have been "sister cities" for decades — a municipal-level agreement to facilitate trade and international exchange.
几天后，来自亚太经合组织 21 个成员经济体的, 贸易部长在苏州召开会议。
A few days later in Suzhou, trade ministers from the 21 member economies of the Asia-Pacific Economic Cooperation gathered for a conference.
Casey Mace, the senior U.S. APEC official attending, told me how Washington is pushing American AI solutions across Asia while also encouraging more investment in the U.S.
他说特习峰会,在最近的工作层面讨论中促成了更加"积极"的基调。
The Trump-Xi summit, he said, has contributed to a more "positive" tone in recent working-level discussions.
与此同时，中国公司, 正在努力克服数据安全问题和关税相关风险。
Chinese companies, meanwhile, are trying to get ahead of data security concerns and tariff-related risks.
邹强调，AI 语音产品不会上传用户数据,，选择购买任何 AI 功能的美国客户将通过其国际数据中心获得服务。
Zou emphasized that AI Speech products do not upload user data, and that U.S. customers who choose to buy any AI features would be served through its international data centers.
And Zeroth的 Guo said he的 exploring U.S. manufacturing options, particularly in Texas, to reduce tariff exposure.
到最后, 他说, "中国和美国仍然是最大的市场。"
At the end of the day, he said, "China and the U.S. are still the largest markets."
需要知道
Need to know
特习会后美国将人工智能推向中国和亚洲
U.S. pushes its AI in China and Asia after Trump-Xi meeting
机器人岗位培训: 中国如何让机器做好加入劳动力队伍的准备
Job training for robots: How China is getting machines ready to join the workforce
在中国,的机器人学习中心，人们教机器如何在各种场景下工作。人形机器人是北京'主导全球市场和供应链的更大产业战略的一部分。
At robot learning centers in China, people teach machines how to work in a variety of scenarios. Humanoid robots are part of Beijing的 bigger industrial strategy to dominate global markets and supply chains.
中国'第二大芯片代工厂华虹表示，其'始终遵守'美国出口管制
China的 second-largest chip foundry Hua Hong says it has 'always been compliant with U.S. export controls
上海华虹宏力半导体制造有限公司,首席财务官Daniel Wang,表示，由于人工智能，存储芯片的繁荣可能会持续更长时间。 AI, 工业和汽车客户的需求使其晶圆厂保持满负荷运行,，预计这种势头将持续到 2026 年。
Daniel Wang, CFO of Shanghai Hua Hong Grace Semiconductor Manufacturing Corporation, said the memory chip boom may last longer because of AI. Demand from AI, industrial and automotive clients is keeping its fabs running at full capacity, with momentum expected to continue into 2026.
Coming up
5月23-26%3巴基斯坦总理将访华
May 23-26: Pakistani Prime Minister to visit China
5月26%3中国外长出席联合国安理会高级别会议
May 26: Chinese Foreign Minister attends high-level meeting of UN Security Council
5月27:蔚来正式推出旗舰SUV ES9
May 27: Nio to officially launch flagship ES9 SUV
5月28日 - 30%3中国外交部长访问加拿大
May 28 - 30: Chinese Foreign Minister visits Canada
May 31: China releases official manufacturing PMI for May
6月1: RatingDog中国一般制造业PMI
June 1: RatingDog China general manufacturing PMI
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