全球贸易格局生变!22万亿美元经济体联手,反击特朗普关税大棒?
Sou Hu Cai Jing·2026-01-12 12:13

Group 1 - The EU and the Southern Common Market, led by Brazil, signed a free trade agreement that emphasizes the importance of multilateralism and international law, contrasting sharply with U.S. hegemonic actions [1][4] - The agreement covers 720 million consumers with a combined GDP of $22.4 trillion, positioned between the U.S. ($29 trillion) and China ($19 trillion, in terms of purchasing power parity) [1] - The EU aims to reduce reliance on the U.S. and China through this agreement, indirectly criticizing Trump's tariff policies while promoting global trade aspirations [1][3] Group 2 - The agreement faced delays, initially planned for December when Brazil held the rotating presidency of the Southern Common Market, but was postponed due to opposition from Italian farmers [3] - Italy's support was crucial, as it is the third most populous country in the EU, and the final agreement received majority support from 21 countries, despite opposition from agricultural nations like France and Poland [3][4] - Brazil's agricultural advantages, particularly in the Cerrado region, have significantly increased its food production, making it a major player in global meat exports, which poses competition to U.S. and EU agriculture [3][4] Group 3 - The agreement stipulates that the Southern Common Market will eliminate 91% of tariffs on EU companies within 15 years, while the EU will remove 95% of tariffs on Southern Common Market goods within 12 years [4] - Sensitive agricultural products like beef will have import quotas, with the EU's quota for Brazil set at 3% of total imports, while Brazil's quota for the EU is 9% [4] - The agreement is expected to enhance trade in products like coffee and sugar, facilitating Brazilian coffee's entry into the European market [4]