2025年11月份全球经贸摩擦指数继续处于高位

Core Insights - The global trade friction index for November 2025 remains high at 101, with a year-on-year increase in trade friction measures amounting to 7.2% and a month-on-month decrease of 2.0% [1] Group 1: Global Trade Friction - The top three countries/regions with the highest global trade friction indices are the European Union, the United States, and South Korea [1] - The European Union initiated multiple anti-subsidy and anti-dumping investigations, surpassing the United States, which had held the top position for 16 consecutive months in terms of trade friction measures [1] Group 2: Industry Focus - The main sectors affected by trade friction measures are electronics, pharmaceuticals, and chemicals, with the electronics sector having the highest trade friction index [1] - A total of 30 import and export tariff measures were announced across 20 countries/regions, along with 19 trade remedy investigations, 152 notifications to the WTO regarding technical barriers to trade (TBT) and sanitary and phytosanitary measures (SPS), 12 import and export restrictions, and 212 other restrictive measures [1] Group 3: China-related Trade Friction - The trade friction index concerning China among 19 countries/regions is also high at 101, with the European Union having the highest index [2] - The sectors with elevated trade friction indices related to China include semiconductor materials, rare earth magnets, and liquid crystal products [2] - The monetary value of trade friction measures involving China decreased by 12.4% year-on-year and 2.4% month-on-month [2]