每经记者｜张怀水 每经编辑｜毕陆名 而举办中国国际进口博览会是要求形成全面开放新格局。对比广交会时期的"宽出限入"、鼓励出口的时 代，两个展会的政策背景和推动作用是不同的。 图片来源：新华社 陈凤英：进口博览会与广交会的定位在侧重点上有所不同，一个是侧重出口，另一个是侧重进口。特别 是随着中国经济的发展，面对国内市场产业升级和消费升级，进口的规模不断扩大，注重引进来与走出 去并重的背景下，进口博览会是满足国内市场需求而专门设立的更加专业的国家级展会。 NBD：首届中国国际进口博览会最终选址上海，您认为有哪些特殊的用意？ "苍官影里三洲路，涨海声中万国商"。这是宋代词人李邴在《咏宋代泉州海外交通贸易》中描绘当时海 丝之路起点的盛景。中国将从2018年起举办国际进口博览会，这是继"一带一路"倡议之后，中国主动向 世界开放市场的重大政策行动。在中国进出口贸易和产业转型升级的背景下，举办进口博览会将成为中 国主动扩大开放的标志性事件，也将对中国重塑外贸新格局起到积极助推作用。 从广交会到现在的进博会，我国外贸结构发生了怎样的变化？首届中国国际进口博览会选址上海有哪些 突出的用意？与广交会相比，参与进口博览会的客户质量 ...

【环球时报驻巴基斯坦特约记者 黄晓娜】"在贸易谈判陷入僵局之际，印度石油公司达成第一笔从美国 进口液化石油气的交易。"英国《金融时报》18日报道称，印度石油和天然气部部长哈迪普·辛格·普里17 日在社交媒体上发文表示，印度国有石油公司与美国签署了"历史性首次"采购协议，将从美国墨西哥湾 沿岸每年进口约220万吨液化石油气，协议有效期为2026年整年，但双方可以延长协议。普里说，这是 印度市场首个美国液化石油气结构化采购合同，采购量约占印度年进口量的10%。 数据显示，在截至2025年3月的财年，印度进口了约2100万吨液化石油气，价值145亿美元，其中美国仅 占0.5%左右。该国传统上依赖包括卡塔尔和阿联酋在内的海湾国家的液化石油气和液化天然气。 《印度时报》评论称，印度此举一方面是为了加强能源安全和供应稳定，另一方面也是为了"安抚华盛 顿"。今年8月，美国总统特朗普签署行政令，以印度"以直接或间接方式进口俄罗斯石油"为由，对印度 输美产品征收额外的25%关税。叠加此前公布的加征25%关税，印度输美产品将总体适用50%的关税税 率。 印美双方贸易谈判僵持多时，巴基斯坦《黎明报》评论称，这次采购协议是"在压力之 ...

A man pushes a tricycle loaded with LPG cylinders on the road below the Adani signage in Mumbai. US based Hindenburg Research firm's allegation on fraud by Adani Enterprise has sparked political debate in India by the opposition parties.India is ramping up its energy imports from the U.S. in a bid to reduce its trade surplus with Washington — a key demand of the Trump administration during trade negotiations with New Delhi.On Monday, Hardeep Singh Puri, Indian union minister of petroleum and natural gas, an ...

Group 1 - The Swiss are optimistic about reducing the tax rate to 15%, aligning it with the EU, which would provide significant relief for Switzerland [1] - Donald Trump expressed the possibility of a deal soon but did not confirm the 15% figure [2] - Swiss billionaires and executives have engaged in a charm offensive, meeting with Trump to address concerns about trade imbalances, particularly in goods [2][3] Group 2 - There is potential for investment in the gold sector, which is a focus for Trump, as a means to address the trade imbalance [3] - The initial shock of the 39% tax figure remains significant, but there is optimism for a resolution that aligns Swiss rates with EU standards [3]

Core Points - President Trump announced plans to distribute "dividends" of at least $2,000 to most Americans using tariff revenues, claiming that tariffs are generating trillions for the federal government [1][3] - The tariffs are projected to generate between $300 billion to $400 billion annually, with an estimated total of $3.3 trillion over the next decade [3] - The long-term goal of tariffs is to "rebalance trade," and any dividend distribution would require Congressional approval [3][4] Group 1 - Trump's proposal aims to target approximately 150 million American adults with a potential total expenditure of $300 billion for the dividends [4] - Recent data shows that the U.S. collected about $89 billion in tariffs from February 4 to September 23, and $195 billion in tariffs in the first three quarters of the year [4] - Public opinion is divided, with 58% of respondents believing that tariffs harm the economy, and nearly 60% attributing significant responsibility for current inflation to the government [4][5] Group 2 - A report indicates that U.S. tariff policies could lead to over $1.2 trillion in losses for global businesses by 2025, with about two-thirds of the cost burden falling on American consumers [5] - Personal accounts from American citizens highlight the negative impact of tariffs on their purchasing power and living costs, contradicting government claims of affordability [5]

Core Points - President Trump has proposed sending $2,000 tariff rebate checks to American citizens, which he claims will be funded by tariff revenues, specifically excluding high-income individuals [1][9] - Treasury Secretary Scott Bessent has expressed skepticism about the feasibility of these checks, suggesting that the "dividend" could manifest through tax cuts rather than direct payments [3][10] - The Supreme Court is currently reviewing the legality of Trump's tariffs, which could potentially lead to refunds exceeding $100 billion if deemed unconstitutional [5][7] Tariff Revenue and Economic Impact - The Trump administration has collected over $220 billion in tariff revenue, but it remains uncertain if this amount will suffice to fund the proposed $2,000 checks [8] - American importers are currently absorbing tariff costs, which are expected to be passed on to consumers, leading to price increases [8] - The proposed checks would cost approximately $326 billion if distributed to all American citizens without exemptions [9] Political and Legal Context - Trump's tariffs, particularly the "Liberation Day" tariffs ranging from 10% to 50%, are argued to be essential for addressing the national trade deficit and are framed as a national security measure [6] - Bessent emphasized that the primary goal of tariffs is to create a more balanced and fair trade environment [7] - The Supreme Court's decision on the tariffs could significantly impact the administration's ability to implement the proposed rebate checks [7]

2025年11月5日，上海又迎来了一场全球瞩目的盛会，第八届中国国际进口博览会正式拉开帷幕，一直持续到10日。 有意思的是，这场展会举办的背景并不平静，早在今年4月，特朗普政府掀起的"对等关税战"让中美贸易再次陷入摩擦，全球贸易体系都感受到了明显冲 击。 在这样的大环境下，进博会的举办就显得格外有分量，也让不少人好奇，中国到底要通过这场展会传递什么信号。 进博会这事儿本身就挺特别的，它不是那种进出口混着来的展会，而是全球独一份的专门聚焦进口的平台。 这个平台是总书记2017年亲自谋划推动的，初衷特别实在，就是想告诉全世界，中国不光重视出口，进口同样放在心上，咱们不打算长期抱着贸易顺差不 放，而是希望和其他国家做到贸易平衡。 苏州大学的高志凯教授提了个特别有意思的建议，我觉得特别接地气，他说进博会期间会有很多宴会和展区，能不能挑几个场合，里面用的所有东西都从国 外进口。 比如宴会上的龙虾选澳大利亚或者波士顿的，酱油找东南亚或者日本的，连主食都用进口大米。 这种做法不仅能让贸易更平衡，也能让全球贸易体系更稳定，毕竟大家好才是真的好。 提到全球贸易，就绕不开中美这两个大国，今年4月美国发动的"对等关税战"，说实话挺 ...

Core Points - The Brazilian National Bank for Economic and Social Development (BNDES) approved financing of 1.7 billion reais for Embraer to export 13 E-175 aircraft to SkyWest Airlines in the United States [1] - The financing will be paid in US dollars, which is expected to enhance Brazil's trade balance [1] - SkyWest Airlines is one of the largest regional airlines globally and a major customer of Embraer, currently operating 265 E-175 aircraft with plans to increase to 279 by the end of 2026 [1] Summary by Category Financing Details - BNDES approved a financing amount of 1.7 billion reais for Embraer [1] - The financing is designated for the export of 13 E-175 aircraft to SkyWest Airlines [1] Impact on Trade - The financing will be conducted in US dollars, contributing to Brazil's currency reserves [1] - It aims to strengthen Brazil's trade balance [1] Customer and Market Position - SkyWest Airlines is recognized as one of the largest regional airlines in the world [1] - The airline is a significant customer for Embraer, currently operating 265 E-175 aircraft and projected to expand its fleet to 279 by the end of 2026 [1]

Core Points - The agreements signed by President Trump during the ASEAN summit aim to deepen economic ties and diversify supply chains while addressing trade imbalances [1] Group 1: Key Mineral Cooperation - The agreements with Malaysia and Thailand focus on the construction of diversified supply chains, particularly in critical minerals [3] - Malaysia has committed not to impose export bans or quota restrictions on critical minerals and rare earth elements to the U.S., despite previously banning rare earth exports to develop downstream industries [4] Group 2: Tariffs and Market Access - The trade agreements include tariff adjustments, with the U.S. maintaining a 19% base tariff rate on exports to Malaysia, Cambodia, and Thailand, while some products will see tariffs reduced to zero [5] - Vietnam has agreed to a framework that imposes a 20% tariff on U.S. products, while committing to significantly increase purchases of U.S. goods to reduce the trade surplus, which is projected to reach $123 billion in 2024 [5] - All four countries have pledged to eliminate trade barriers and provide preferential market access for U.S. goods, with Thailand agreeing to remove tariffs on approximately 99% of goods [5] Group 3: Practical Cooperation and Trade Orders - The agreements resulted in substantial trade commitments, with Thailand promising to purchase 80 aircraft from the U.S. annually, valued at $18.8 billion, along with $5.4 billion in energy products and $2.6 billion in agricultural products each year [6] - The agreements also encompass cooperation in digital trade, service investment, labor rights protection, and environmental protection [7] - Malaysia's role as a global leader in halal certification will facilitate the entry of U.S. products into its market, creating opportunities for specialized trade [7]

Core Viewpoint - The article discusses the recent commentary by Ray Dalio on the long-term investment value of gold, highlighting a significant price drop following his remarks after a 60% increase in gold prices this year [1][4]. Group 1: Gold Market Analysis - Gold prices have surged over 60% in 2023, but are now facing short-term adjustment pressures [1]. - Since 2000, 2025 is projected to be an exceptionally volatile year for gold, with comparisons drawn to a 28% decline in 2013 [1]. - Dalio's analysis suggests that if one accepts his long-term logic, the current short-term pullback in gold prices could be seen as a positive development [4]. Group 2: Additional Insights - The article references other notable discussions, including a dialogue with "father of margin of safety" Seth Klarman, emphasizing market inefficiencies [5]. - It mentions a rare joint appearance by Warren Buffett, Charlie Munger, and Bill Gates, underscoring the importance of collaboration in achieving cognitive success [5]. - Insights from Chen Guangyan on rare earths and trade balance indicate that over 80% of refined rare earths in the U.S. come from China, with little change expected in the short term [5]. - The article also highlights perspectives from prominent private equity firms and investment strategies across sectors like new energy and smart manufacturing [5].