Workflow
“全球经贸摩擦态势显著加剧”!
第一财经·2025-06-27 06:24

Core Viewpoint - The article highlights the significant escalation of global trade frictions due to recent U.S. tariff policies, with a notable increase in the global trade friction index and related measures impacting various industries and countries [1][2][6]. Group 1: Global Trade Friction Index - In April, the global trade friction index rose to 131, with related measures involving an amount that increased by 37.6% year-on-year and 16% month-on-month [2]. - The global import and export tariff measures index surged by 89 points year-on-year, with the China-related portion increasing by 131 points [4]. - The U.S. trade friction index increased by 65 points year-on-year, with its import and export tariff measures index skyrocketing by 199 points, and the China-related tariff measures index rising by 200 points [4]. Group 2: Country-Specific Observations - Among 20 countries monitored, the U.S., Japan, and India have the highest trade friction indices, with the U.S. being the largest country in terms of trade restriction measures for 10 consecutive months [7]. - The European Union saw a 79.3% month-on-month increase in tariff and restriction measures, while Canada and India experienced a 100% year-on-year increase in related measures [8]. Group 3: Industry Impact - Thirteen major industries, including electronics, transportation equipment, light industry, chemicals, machinery, pharmaceuticals, non-ferrous metals, and agriculture, have become focal points of trade frictions, with the electronics sector experiencing the highest friction index [8]. - A total of 105 tariff measures were introduced across the monitored countries, marking a 483% year-on-year increase and a 250% month-on-month increase [8]. Group 4: China's Foreign Trade Resilience - Despite external pressures, China's foreign trade has shown strong resilience, with the total number of various certificates issued by the trade promotion system reaching 639,400 in May, a year-on-year increase of 12.51% [9]. - The value of preferential certificates issued by the trade promotion system amounted to $7.911 billion, reflecting a year-on-year growth of 36.05% [9]. Group 5: U.S.-China Business Relations - A recent survey by the American Chamber of Commerce in China indicates that 67% of member companies have no plans to relocate, affirming China as a primary investment destination [11]. - The ongoing cooperation between U.S. and Chinese businesses is emphasized, with significant participation from U.S. companies in upcoming trade events, indicating a continued interest in collaboration despite trade tensions [12][13].