美国升级关税战——政策周观察第24期

Group 1: US-China Trade Tensions - The US has imposed a 34% "reciprocal tariff" on Chinese goods as of April 2, leading to a cumulative tariff rate of approximately 65% on Chinese imports [1] - In response, China announced on April 4 that it would impose a 34% tariff on all imports from the US, effective April 10 [1] - China has also implemented export controls on seven categories of rare earth elements and has placed 16 US companies on an export control list [1] Group 2: Recent Policy Developments - On April 3, the Chinese government issued opinions on improving price governance mechanisms, emphasizing market-driven pricing in sectors like energy and transportation [2] - The China Securities Regulatory Commission released a draft for revised regulations on securities investment fund custody, aiming to enhance entry requirements and risk management [2][12] - The National Financial Regulatory Administration introduced a plan to boost technology finance, including increasing the weight of tech finance indicators in internal performance assessments [2][8] Group 3: Personnel Changes - On April 2, Shi Taifeng, a member of the Political Bureau of the Central Committee, was reported to have been appointed as the Minister of the Central Organization Department [3]