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关税突发!美国、欧盟,重大变数!
券商中国·2025-07-24 10:32

Core Viewpoint - The article discusses the recent developments in the trade negotiations between the United States and the European Union, highlighting the EU's decision to impose counter-tariffs on US products amounting to €93 billion (approximately ¥780 billion) in response to US tariffs [2][5]. Group 1: EU's Counter-Tariff Measures - On July 24, the EU member states voted to implement counter-tariffs on US products totaling €93 billion, which includes a combination of two lists of retaliatory tariffs [2][5]. - The first round of tariffs, approved in April, targeted US goods worth approximately €21 billion, including soybeans, motorcycles, and jeans [5]. - The second list, valued at around €72 billion, focuses on high-value industrial products such as aircraft, automobiles, and electrical equipment [5]. Group 2: US-EU Negotiation Dynamics - Prior to the EU's decision, President Trump indicated that the US was engaged in serious negotiations with the EU, suggesting a potential agreement [6][13]. - However, the White House later dismissed reports of a nearing agreement as speculation, emphasizing that no trade deal would be confirmed unless announced by Trump [3][15]. - The article notes that the EU's approach may have shifted from negotiation to a more aggressive stance, indicating a willingness to respond firmly if an agreement is not reached [11]. Group 3: Implications of the "Counter-Coercion Tool Act" - The "Counter-Coercion Tool Act," effective at the end of 2023, allows EU member states to retaliate against third countries that exert economic pressure on them [8][9]. - This act could potentially impact US service industries that currently enjoy a trade surplus with the EU, including digital service providers like Amazon and Microsoft [10]. Group 4: Comparison with Japan's Trade Agreement - The article highlights that the US recently reached a trade agreement with Japan, which included a 15% tariff rate, and suggests that the EU could learn from Japan's approach to secure favorable terms [17][19]. - Japan's agreement involved a significant investment fund of $550 billion aimed at US investments, which was a key factor in obtaining lower tariffs [18][19].