贸促会: 美国反复调整关税政策致7月全球经贸摩擦再升温

Core Viewpoint - The global trade friction index reached 110 in July, indicating a high level of trade tensions, with trade friction measures increasing by 6.6% year-on-year and 27.6% month-on-month [1] Group 1: Global Trade Friction - The trade friction measures are significantly influenced by the U.S. repeatedly adjusting its tariff policies, leading to a resurgence in global trade tensions in July [1] - Among 20 monitored countries and regions, the U.S., EU, and Brazil have the highest trade friction indices, with the U.S. having the largest amount of trade friction measures for 13 consecutive months [1] Group 2: Industry-Specific Insights - Trade friction conflicts are concentrated in 13 major industries, particularly in electronics, chemicals, transportation equipment, machinery, pharmaceuticals, light industry, and non-ferrous metals, with the electronics industry having the highest trade friction index [1] Group 3: China-Specific Trade Friction - The trade friction index concerning China among 19 countries and regions is at a high level of 107, with the U.S. having the highest index. Key sectors include drones, solar cells, and AI chips [1] - In July, the trade friction measures involving China decreased by 16.4% year-on-year but increased by 11.9% month-on-month [1]