印度制造

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陈卓:印度为何也开始在涉台问题上反复横跳?
Guan Cha Zhe Wang· 2025-08-25 05:35
【文/观察者网专栏作者 陈卓】 近日,中共中央政治局委员、外交部长、中印边界问题中方特别代表王毅应邀访问印度并举行中印边界 问题特别代表第24次会晤。双方围绕边境问题展开沟通并释放积极信号,印度媒体乐观预期相关领域或 迎来"早收成"。 然而,会谈后中印双方在台湾问题上的立场表述却成为舆论焦点: 根据中方通报,印方明确表示"台湾是中国的一部分",但有印度官员很快澄清称立场没有变 化,并强调将继续推进同台湾地区的经济、科技、文化合作。 印方前后不一的表述,不仅削弱了本轮中印外交接触的积极氛围,也揭示出印度在涉台问题上的真实操 作逻辑:在话语上制造模糊空间,在实践中尽可能拓展对台合作。 一、利益驱动下的对台合作 在官方话语层面,印方对一个中国原则的表态反复、模糊,既通过模棱两可的措辞回避明确承诺,又在 实务上尽可能推进与台湾地区的经贸和安全合作,形成话语与实践脱节的局面。 从经贸层面看,2023-2024财年印度与台湾地区的贸易总额首次突破100亿美元,相比前一财年显著上 升;贸易结构以电子零部件、机电设备与资讯通信相关产品为主。与此同时,台湾地区对印直接投资在 2024年持续增长,已有约200家台企投资45亿美元 ...
为何给印加关税不给中国加?美国财长直言不讳,印度人彻底破防了,莫迪终于意识到中印差距
Sou Hu Cai Jing· 2025-08-25 03:29
据报道,特朗普政府这波操作真是把印度架在火上烤。同样是对美贸易,美国对印度输美产品的关税一 路飙升到50%,而对中国却把加税计划往后推了90天。这还不够,美国财政部长贝森特在CNBC采访里 直言不讳:"情况完全不同,没有像印度那样进行套利活动",这话直接捅了印度人的肺管子。 印度这边立马炸了锅。外交部连夜发声明说美国"不公平、不公正、不合理",国防部长拉杰纳特·辛格 直接取消了原定访美的行程,原本要谈的F-16战机维护大单也跟着黄了。社交媒体上更是一片哀嚎,更 扎心的是,彭博社的数据显示,印度对美出口的珠宝、纺织这些拳头产品,在50%的关税重击下,可能 直接从美国市场消失,预计出口降幅最高能达到80%。 贝森特那句"情况完全不同"虽然难听,但可能点醒了莫迪。印度这些年总想在中美之间左右逢源,却忘 了自身实力才是根本。军事上取消军购谈判撑撑场面容易,但制造业的短板、基础设施的落后,可不是 靠嘴炮能补上的。这次关税风波就像一面镜子,照出了中印之间真正的差距——不是GDP数字,而是产 业链的韧性和全球供应链中的不可替代性。印度要是再不清醒,恐怕连现在这点国际地位都保不住。 特朗普曾公开将印度称为"死亡经济体"。作为 ...
特朗普的“大棒”,就快砸上印度天灵盖,莫迪才想起偷学中国一招
Sou Hu Cai Jing· 2025-08-24 05:49
印度的麻烦越来越迫近,特朗普最近表示将在两到三周内开始对俄罗斯石油征收二级关税,而且他明确指出,初步行动将绕过中国,直接对印度施压。 回 顾过去的三个月,印度的经济和政治局势可谓是"冰火两重天"。在美国的长期拉拢下,印度一直被视为对抗中国的"准盟友",并且印度国内社会普遍对特朗 普的当选表示欣喜,认为这是一个契机。印度也在美方的支持下,着眼于"替代中国供应链"的目标,充满了成为全球第四大经济体的雄心。可是,情况在短 短时间内发生了剧变,印度忽然被特朗普批评为"死亡经济"。更让印度措手不及的是,因为进口俄罗斯石油,特朗普威胁要对印度征收额外关税,这一转变 让印度社会震动不已,甚至感到迷茫和困惑。 最初,当特朗普向全球多数国家挥舞关税大棒时,印度并未给予过多关注。印度既没有像中国那样采取强硬 反击,也没有像其他小国一样积极寻求谈判。相反,印度政府和民间普遍认为,既然"莫迪与特朗普是好朋友",美国不会对印度实施过于严厉的政策。然 而,到了7月底,特朗普突然宣布将对从印度进口的商品征收25%的关税,理由是印度对美国商品设立了高关税、贸易壁垒,同时还"与俄罗斯保持合作"。 这场突如其来的打击让印度从沉睡中猛然惊醒。 | ...
特朗普翻倍加税后,印度作出最终决定,不会禁运俄罗斯石油
Sou Hu Cai Jing· 2025-08-22 23:46
一边是特朗普挥舞关税大棒,扬言"惩罚"印度;另一边,印度驻俄大使一句话,把美方的算盘彻底打乱:"我们不会考虑任何形式的禁运。" 就在美印关系急转直下的档口,印度不仅没退让,反而越走越近俄罗斯,连外长都亲自跑到莫斯科谈合作。这场围绕石油的较劲,背后藏着什么博弈?又是 谁在中间捞到了真正的好处? 8月21日印度驻俄大使维奈·库马尔在莫斯科直接摊牌:"印度将继续购买俄罗斯石油,不会考虑任何形式的禁运。"这话不绕弯、不设前提,摆明了立场:谁 来施压都没用,能源安全是14亿印度人的刚需,不容谈判。 说到底,这不是一场外交秀,而是一笔算得清清楚楚的经济账。俄油的价格优势摆在那儿,每吨能省下89美元,折扣比战前翻了三倍。更关键的是,印度买 完俄油还可以转手卖出去,中间的利润比卖香料还香,一年能赚160亿美元。说它是"战争套利"?好听点叫"市场行为",不好听也轮不到美国来指手画脚。 同一时间,印度外长苏杰生也在莫斯科和俄外长拉夫罗夫碰头,宣布要深化战略合作,在俄罗斯本土联合开采资源。这可不只是买卖关系,是要把"能源命 脉"直接接进自家插座里。稳得住油价、赚得到利润、锁得住供应链,这才是印度坚持俄油不动摇的底气所在。 特朗普这 ...
莫迪三记重拳打向特朗普!50%关税战背后,印度为何敢掀翻美国牌桌?
Sou Hu Cai Jing· 2025-08-19 05:13
Core Points - The unprecedented trade war between the US and India was ignited by President Trump's executive order raising tariffs on Indian goods to 50%, leading to a significant drop in India's annual export value by 30% [1] - India's economy, particularly its manufacturing sector, faces severe challenges as the "Make in India" initiative struggles, with manufacturing's GDP contribution declining from 16% to 14% over the past decade [5] - India's retaliatory measures, including halting a $3.6 billion arms deal and imposing high tariffs on US bourbon, have impacted US companies and highlighted the interconnectedness of the two economies [3][5] Group 1: Trade Impact - The 50% tariff increase has caused a drastic reduction in India's exports to the US, which account for 18% of its total exports [3] - The textile industry has been particularly hard hit, with orders being diverted to Vietnam, and the pharmaceutical sector facing losses due to increased costs [3] - The trade conflict has led to protests in India, with farmers expressing their discontent over the economic fallout [3] Group 2: Economic Structure - The "Make in India" initiative, aimed at boosting manufacturing, has not achieved its goals, with a decline in manufacturing's share of GDP [5] - The dependency on Chinese components for mobile phone assembly has increased costs for Indian manufacturers, making them less competitive [5] - The energy sector has seen a strategic shift, with India initiating oil transactions in yuan to mitigate the impact of US sanctions [3] Group 3: Geopolitical Dynamics - The trade war has prompted India to strengthen ties with other nations, as evidenced by increased military cooperation with Russia and diplomatic engagements with China [8] - The postponement of US-India tariff negotiations indicates ongoing tensions and uncertainty in trade relations [6] - The geopolitical landscape is shifting, with India seeking to assert itself as a strong player despite external pressures [8]
抵制美国货!“印度制造”能突围吗?
Guo Ji Jin Rong Bao· 2025-08-18 11:01
Group 1: Trade Tensions and Economic Impact - Trade tensions have cast a shadow over the Indian industry, with the U.S. imposing a total of 50% tariffs on Indian goods, marking the highest tariff rate on a trading partner [1][4] - The latest data shows India's trade deficit widened to $27.35 billion in July, the highest in eight months, with imports growing faster than exports [4] - The potential impact of U.S. tariffs could lead to a 60% drop in India's exports to the U.S., dragging down GDP by approximately 1 percentage point [4] Group 2: Modi's Vision for "New India" - Prime Minister Modi, in his 103-minute Independence Day speech, emphasized the vision of a "self-reliant India," aiming to reduce dependence on imports and promote local manufacturing [1][5] - The "Make in India" initiative, launched in 2014, aims to increase the manufacturing sector's contribution to GDP to 25% by 2025, positioning India as a global manufacturing hub [6] - Modi's government is committed to not sacrificing farmers' interests for trade agreements, highlighting agriculture and industry as core national strategies [5][6] Group 3: Negotiation Stalemate - The core issues in U.S.-India negotiations revolve around U.S. demands for India to open its agricultural and dairy markets, which the Indian government has deemed a "red line" [2] - India relies on energy imports for 9% of its GDP, with over 30% of its energy supply coming from Russian oil, complicating U.S. demands to sever ties with Russia [2] - Indian officials argue that it is unfair for the U.S. and EU to continue purchasing Russian goods while penalizing India [2] Group 4: Domestic Response and Resistance - There is a growing wave of resistance against U.S. products in India, with brands like Apple and Starbucks becoming targets of boycotts [1][6] - The "local awakening forum," linked to the ruling party, is promoting the use of domestic brands over American ones, reflecting a significant grassroots movement [6] - Social media campaigns are amplifying the message of self-reliance, with calls to replace foreign products with local alternatives [6]
莫迪天塌了美财长:如果美俄和谈失败,美国或将对印征收200%关税
Sou Hu Cai Jing· 2025-08-17 21:23
Group 1: Economic Impact of Russian Oil Dependency - India imports 1.7 million barrels of Russian oil daily, meeting 35% of its total demand, saving over $10 billion annually due to lower prices compared to Middle Eastern oil [4] - The refining sector profits approximately $19 billion annually by selling refined oil to Europe, heavily relying on cheap Russian oil to maintain low production costs [4] - A 50% tariff imposed by the U.S. has increased transportation costs for Russian oil from $3 to $20 per barrel, erasing the price advantage [6] Group 2: Strategic Goals of U.S. Tariffs - The U.S. aims to cut off military funding to Russia by pressuring India, which accounts for 37% of Russia's oil exports [6] - The U.S. is testing the loyalty of its allies, as seen in the G7 summit where European countries remained silent on sanctions against India [8] Group 3: India's Economic Dilemma - India faces a dilemma: continuing to purchase Russian oil risks U.S. tariffs, while stopping purchases could lead to skyrocketing inflation, with the Consumer Price Index (CPI) already at a three-year high of 6.2% [10] - The reliance on Russian military supplies complicates India's ability to retaliate against U.S. sanctions, as 86% of its weaponry is sourced from Russia [10] Group 4: Manufacturing and Export Challenges - U.S. tariffs threaten India's burgeoning smartphone export sector, which has been growing at 90% annually, forcing companies like Apple to reassess their supply chains [11] - India's low self-sufficiency in industrial supply chains (31%) compared to China (73%) exacerbates its vulnerability to external pressures [13] Group 5: Pharmaceutical Sector Struggles - The pharmaceutical industry, supplying 60% of global vaccines and 40% of generic drugs, is facing a crisis as U.S. tariffs have led to a 47% increase in insulin prices, causing significant order losses for Indian drug companies [14]
美印贸易战白热化!莫迪下令全国推“印度制造”,年底芯片上市?
Sou Hu Cai Jing· 2025-08-17 12:36
Core Insights - The Indian government, led by Prime Minister Modi, is implementing a series of economic policies to achieve self-sufficiency through the "Make in India" initiative in response to high tariffs imposed by the U.S. on Indian goods [1][4][11] Group 1: Economic Policies - Modi announced significant reductions in the Goods and Services Tax (GST) starting from October, simplifying the tax structure and providing relief on essential goods [4] - The government is pushing for the localization of key products, including fertilizers and electric vehicle batteries, and aims to launch domestic semiconductor chips by the end of the year [5][9] - Modi emphasized the protection of farmers' interests, indicating a strong focus on agricultural policies following previous reforms that faced backlash [6] Group 2: Trade Relations and Market Response - The U.S. has imposed additional tariffs of 25% on Indian exports, affecting approximately $87 billion in trade, particularly impacting labor-intensive sectors like textiles and jewelry [3] - There is a growing anti-American sentiment among the Indian public, leading to calls for boycotts of U.S. brands, which could affect their market presence in India [8] - The breakdown of U.S.-India trade negotiations has highlighted significant differences, particularly regarding agricultural market access and oil imports from Russia [3] Group 3: Strategic Shifts and Challenges - The crisis triggered by U.S. tariffs is accelerating deep structural changes in the Indian economy, with a focus on transitioning from low-end to high-end manufacturing [11] - Despite rapid policy responses, challenges remain, including limited domestic market capacity and the need for time to fully replace lost exports to the U.S. [9][11] - India's demographic advantages, such as a young population and a growing digital economy, could position it favorably in the global supply chain if reforms are successfully implemented [11]
印度总理莫迪独立日演讲强调“新印度” 自力更生成为发展战略关键词
Yang Shi Wang· 2025-08-17 06:53
Group 1 - The core theme of Prime Minister Modi's speech is "self-reliance," emphasizing the need for India to develop its own capabilities in defense, semiconductors, and artificial intelligence to respond to changing geopolitical dynamics [3][9] - Modi's vision includes a commitment to achieving energy independence and building industries in key sectors, with the first domestically manufactured chip expected to launch by the end of this year [7] - The Indian government aims to promote "Make in India" initiatives to enhance manufacturing, particularly benefiting small farmers, livestock breeders, and fishermen, while reforming the Goods and Services Tax to support small and medium enterprises [5][9] Group 2 - The ongoing trade tensions with the U.S. have prompted India to focus on self-sufficiency as a means to protect its interests, particularly in agriculture and industry [9] - Modi's vision for a developed India by 2047 is underpinned by the principle of self-reliance, which is seen as essential for economic resilience and growth [7] - The Indian government is navigating complex geopolitical challenges while striving to balance its domestic manufacturing goals with international trade relations [5][9]
莫迪独立日演讲强调“新印度”,“朱砂行动”、印度制造、关税问题成核心词
Huan Qiu Shi Bao· 2025-08-15 22:47
Core Points - Modi delivered the longest Independence Day speech in Indian history, lasting 103 minutes, emphasizing themes of "self-reliance," "defense preparedness," and "youth empowerment" for India's vision of becoming a developed nation by 2047 [1][3] - The speech included a warning to Pakistan regarding nuclear threats and highlighted India's military actions, specifically the "Operation Zarb-e-Azb" [3][4] - Modi's focus on "Make in India" initiatives aims to boost domestic production across various sectors, including fertilizers, jet engines, and electric vehicle batteries, with a commitment to energy independence [5] Group 1 - Modi's speech marked his 12th Independence Day address, making him the second-most frequent speaker after Nehru [3] - The speech broke his previous record of 98 minutes from last year [3] - Key topics included "Operation Zarb-e-Azb," "Make in India," and tariff issues, with a strong emphasis on national security [3][4] Group 2 - Modi's remarks on the Indus Water Treaty suggest a potential unilateral suspension, citing it as "unfair and one-sided" [3] - The speech received mixed reactions, with some Indian citizens expressing enthusiasm while others criticized its length [1][3] - The atmosphere during the celebrations was notably subdued compared to previous years, influenced by upcoming religious festivities and social issues [5]