特朗普终于如愿以偿？全球关税正式落地，美国国内迎来黑暗一天！中国这次也没能置身事外？

Group 1: Global Tariff Policy Impact - The new tariff policy affects over 60 countries with rates ranging from 10% to 41%, impacting global trade dynamics significantly [1] - The U.S. maintains a 15% tariff on the EU, Japan, South Korea, and Israel, while China is subject to a uniform 10% tariff due to its absence from the specific mentions in the order [1][2] - The actual tariff rate in the U.S. has surged to 17%, with tariff revenues reaching $27 billion in June, nearly quadrupling year-on-year [4] Group 2: Economic Consequences - The new tariffs are expected to increase consumer spending by $2,100 to $3,800 annually by 2025, particularly affecting low-income households [4] - Price increases have been observed in various sectors, including leather (40%), agricultural products (7%), and electronics (18%) [4] - The U.S. trade deficit is projected to reach $915.8 billion in 2024, with an aim to reduce it by over 30% through these tariffs [2] Group 3: Responses from Allies and Emerging Markets - Traditional allies like Canada and Mexico have expressed strong dissatisfaction, with Canada planning to implement retaliatory measures [6] - Emerging markets are accelerating de-dollarization efforts, with Brazil and India establishing alternative payment mechanisms [6] - The unilateral nature of the U.S. tariff policy is seen as undermining post-World War II international cooperation frameworks [6] Group 4: China's Challenges and Adaptations - China faces increased export costs of 15% to 20% in traditional industries due to the new tariffs, with a reported 8.3% decline in trade volume with the U.S. from January to July 2025 [7][8] - Chinese companies are expanding overseas operations and adopting local supply chains to mitigate tariff impacts, with government support initiatives like a "tariff hedge fund" [8] - Despite some exemptions for critical minerals, the long-term risks from U.S. tariffs on semiconductors and pharmaceuticals remain significant for China's high-end manufacturing sector [8][10] Group 5: Long-term Outlook - The U.S. agricultural exports may decline by 22% due to retaliatory tariffs, while high-tech supply chain disruptions could lower innovation efficiency to its lowest since 2010 [10] - The U.S. is losing its moral authority in international trade institutions, which could further destabilize global trade order [10] - China sees opportunities for international cooperation through initiatives like BRICS expansion and SCO economic integration in response to U.S. policies [10]