昨夜今晨：商务部回应美国“对等关税”豁免品类 中欧启动电动汽车价格谈判

Group 1: US-China Trade Policy Adjustments - The US Customs and Border Protection announced adjustments to the "reciprocal tariff" framework, imposing a 125% tariff on certain Chinese imports, including smartphones and electronic components [2] - The new regulations allow products classified under the US Harmonized Tariff Schedule to apply for exemption, with importers required to correct declarations within 10 days of release [2] - The Chinese Ministry of Commerce responded, indicating that this adjustment is a minor step towards correcting unilateral measures and urged the US to fully eliminate erroneous practices [2] Group 2: Apple Supply Chain Clarification - Supply chain manufacturers clarified that rumors regarding the shutdown of production lines for assembling iPhone models in China are false, and operations are continuing normally [3] - The speculation about production line status was linked to potential adjustments in US tariff policies, but no comments have been made by the US International Trade Commission or the White House [3] Group 3: EU-China Electric Vehicle Negotiations - The Chinese Ministry of Commerce disclosed that negotiations have commenced between China and the EU regarding electric vehicle trade issues [4] - A consensus was reached to initiate discussions on price commitments to address the EU's imposition of anti-subsidy tariffs on Chinese electric vehicles [4] - The EU plans to impose tariffs of up to 35.3% on Chinese electric vehicles starting October 2024, making these negotiations crucial for mitigating trade tensions [4] Group 4: GAC's Automotive Chip Development - GAC Group launched 12 self-developed automotive-grade chips, covering areas such as power management and safety systems for smart vehicles [5] - The C01 chip is noted as the first domestic 16-core multi-domain integrated processor supporting L3-level autonomous driving [5] - GAC initiated a collaborative plan for automotive chip applications, partnering with companies like ZTE Microelectronics to enhance industry chain cooperation [5] Group 5: Meizu's Expansion into the Middle East - Meizu announced its entry into the Middle Eastern market, launching the Meizu 21 smartphone series and other smart products [6] - The new smart glasses feature real-time Arabic translation and support for 14 languages, expanding the company's product reach [6] - Meizu aims to leverage its "Flyme all-ecosystem overseas strategy" to strengthen its presence in the Middle East while collaborating with Geely on smart cockpit systems [6] Group 6: Meituan's Non-Food Order Growth - Meituan's non-food category daily order volume has surpassed 18 million, with plans to launch an independent instant retail brand [7] - The flash purchase service will be upgraded to a primary entry point, integrating various categories to enhance delivery capabilities [7] - Meituan's flash purchase service is projected to reach an average of 10 million daily orders in 2024, with a year-on-year growth of 23% in Q1 2025 [7]