商务部新闻发言人就美针对无人机领域增列"不可信供应商清单"事答记者问 有记者问：近日，美国联邦通信委员会（FCC）发布公告，宣布将所有外国生产的无人机系统及其关键 零部件等列入"不可信供应商清单"（Covered List），请问中方对此有何回应？ 答：美方以所谓"国家安全"为由，将所有外国生产的无人机系统及其关键零部件等列入"不可信供应商 清单"，中方对此坚决反对。近年来，美方不顾中美两国企业开展正常商业交易和贸易往来，不顾中美 两国业界的强烈呼声，一再泛化国家安全概念，动用国家力量打击包括中国企业在内的他国企业，这是 典型的市场扭曲和单边霸凌做法。 （文章来源：上海证券报） 中方敦促美方停止错误做法，立即撤销有关措施。若美方继续一意孤行，中方将坚决采取必要措施，坚 定维护中国企业的正当权益。 来源：商务部网站 ...

曾获得诺贝尔经济学奖的麻省理工学院经济学家达龙·阿西莫格鲁表示："我们正经历着一个极其动荡的时期。" 逆全球化中的物流企业： 在持续动荡中极力应对 对处于全球贸易链上的企业而言，特朗普2.0时代下的2025年并不容易。4月2日，美国宣布自4月5日起对所有进口商品征收10%统一关税，同时对超过75个 国家加征对等关税，部分关税时而实施，时而撤销，还毫无预警。此举彻底打破了数十年的全球贸易自由化格局，习惯了全球化供应链的企业，不得不重新 评估其采购、制造和仓储等战略。 ▲当地时间5月2日，受关税战影响，洛杉矶港和长滩港失去了以往的繁忙 图据视觉中国 在全球贸易供应链中扮演主要角色的制造业、物流企业以及仓储货运码头企业，都面临着前所未有的政策不确定性威胁。面临新的逆全球化贸易环境，企业 开始思考，应该如何做到供应商多元化、同时管理库存，以降低风险，在全球贸易不确定性面前保持韧性。 专门从事国际贸易救济的中伦律师事务所高级顾问李斯律师向红星新闻记者分析称，从一线法律和合规实践来看，今年特朗普2.0时代给供应链上的各个企 业带来的不确定性，体现在以下几个方面： 首先，不确定性更多来自关税政策的频繁调整。特朗普"对等/互 ...

Group 1 - The core issue revolves around the EU's rapid shift from a cooperative stance towards China regarding rare earth exports to a more aggressive approach, including investigations into Chinese companies [1][5] - The Chinese Ministry of Commerce has issued longer-term export licenses for rare earths to certain European companies, temporarily alleviating pressure on the EU's manufacturing sector [3] - The EU's actions are driven by a combination of technological anxiety, a desire for control, and a need to align with U.S. policies, particularly in light of changing political dynamics in the U.S. [7][9] Group 2 - The EU's investigations into Chinese firms are seen as a form of political pressure rather than mere trade disputes, indicating a deeper strategic concern about China's technological advancements [5][7] - There is a perception among some European politicians that they must demonstrate loyalty to the U.S. by taking a hard stance against China, even as the U.S. signals a potential easing of tensions [7][9] - The Chinese government maintains that its export policies are based on global supply chain stability and international responsibilities, suggesting that any aggressive actions from the EU could lead to significant repercussions for European industries reliant on Chinese rare earths [9]

德财长"恼火"德国铁路公司买中国巴士，专家：折射德国焦虑其汽车产品竞争力 连日来，德国副总理兼财政部长克林拜尔为德铁（德国铁路公司）订购中国电动巴士感到恼火的消息在德国引发不少讨论。"德国之 声"22日报道称，德铁12月上旬宣布其迄今最大一笔巴士订单，总共3300多辆，中企比亚迪将为其提供约200辆电动城际巴士。克林拜尔 日前在接受德媒采访时抱怨了德铁这一决定，称希望在采购时能展现出"健康的爱国主义"，多考虑德国和欧洲品牌。接受《环球时报》 采访的专家认为，克林拜尔此番表态折射出德国对其汽车产品竞争力的焦虑。 克林拜尔 资料图（视觉中国） "德铁在向曼恩公司（德国商用车制造商）订购大量巴士的同时，又决定从中国采购电动巴士，这让我很恼火。"克林拜尔在接受采访时 表示，他希望看到在竞标竞争激烈的情况下，将合同授予德国或欧洲制造商。他还为此列举了一些案例："我们的城市长期以来一直在 运营优秀的电动巴士，例如梅赛德斯-奔驰和曼恩公司的巴士。" "德国之声"报道称，德铁宣布购买3300多辆巴士，这笔订单价值超过10亿欧元，交付时间为2027年至2032年，订单主要是混合动力车型 和纯电动车型。德媒提到，订单中的巴士绝大 ...

Group 1 - The core issue revolves around the German railway company, Deutsche Bahn, ordering over 3,300 buses, including approximately 200 electric intercity buses from the Chinese company BYD, which has sparked controversy in Germany [1][2] - German Vice Chancellor and Finance Minister, Christian Lindner, expressed frustration over Deutsche Bahn's decision, advocating for a preference for German and European brands in public procurement [1] - The order from Deutsche Bahn is valued at over 1 billion euros, with delivery scheduled between 2027 and 2032, primarily consisting of hybrid and electric models, with most buses supplied by MAN and a small portion by BYD [1] Group 2 - The announcement of this large order coincides with the EU's relaxation of the "fuel vehicle ban," raising concerns about the competitive position of German automotive manufacturers against Chinese electric vehicle advancements [2] - Lindner acknowledged the significant progress made by China in electric vehicle technology, attributing it to strong government support, and highlighted the challenges faced by German manufacturers in catching up [2] - Experts suggest that the EU's delay in enforcing the "fuel vehicle ban" may provide Chinese companies with more time to enhance their competitive edge in the automotive market [2]

Group 1 - The core issue revolves around the German government's dissatisfaction with Deutsche Bahn's decision to order electric buses from the Chinese company BYD, reflecting concerns over the competitiveness of German automotive products [1][2] - Deutsche Bahn announced its largest bus order to date, totaling over 3,300 vehicles, with a value exceeding 1 billion euros, scheduled for delivery between 2027 and 2032 [1] - The order primarily consists of hybrid and fully electric models, with most buses supplied by the German company MAN, while BYD will provide approximately 200 electric intercity buses produced in Hungary [1] Group 2 - The announcement of this significant order coincides with the EU's relaxation of the "fuel vehicle ban," prompting discussions about the implications for the German automotive industry [2] - German Vice Chancellor and Finance Minister Christian Lindner expressed frustration over the order, emphasizing the need for a "healthy patriotism" in procurement decisions to favor German or European manufacturers [1][2] - Experts indicate that the relaxation of the "fuel vehicle ban" may provide a temporary advantage for European manufacturers, but it could also allow Chinese companies to further enhance their competitive edge in the automotive market [2]

然而，最引人关注的莫过于法国总统马克龙的反应。就在中方公告发布的12月16日，刚刚结束第四次访华的马克龙在 《金融时报》上发表文章，一方面声称倾向于与中国合作，另一方面却高调宣告全球，欧洲不排除对华采取更多保护主 义措施。这种看似强硬的表态，实则充满了难以掩饰的矛盾。马克龙自己也承认，加税、配额等手段"缺乏合作性"，根 本无法从根本上解决所谓的贸易失衡问题。 在变幻莫测的国际局势下，中欧两大经济体之间的经贸合作，其体量之巨、意义之深远，绝非单一产品的关税纠纷所能 撼动。中方近期针对欧盟猪肉及其副产品采取的反倾销税措施，更应放在这一宏观背景下解读。 故事要从2024年6月说起，彼时，中国畜牧业协会正式提出申请，指控欧盟猪肉产品存在倾销行为。经过半年多的公开调 查，包括多方听证和实地核查，中国政府于2025年12月17日正式宣布，对原产于欧盟的猪肉及猪副产品征收4.9%至9.8% 的反倾销税，为期五年。此举完全符合中国的《中华人民共和国反倾销条例》以及世界贸易组织的相关规则，是对欧盟 低价倾销行为的精准回应，旨在维护国内畜牧业的公平竞争环境。长期以来，国内畜牧业一直受到欧盟廉价猪肉的冲 击，众多养殖户面临经营困境 ...

Core Insights - The report from the German Economic Institute indicates that German exports to the United States are expected to decline by nearly 8% year-on-year in the first three quarters of 2025 due to increased tariffs imposed by the U.S. [1] Export Performance - The decline in exports is primarily driven by the automotive, chemical, and machinery sectors, which account for nearly 70% of the total export drop [1] - Exports of automobiles and parts to the U.S. have decreased by approximately 15%, while machinery and chemical product exports have fallen by nearly 10% each [1] Historical Context - The scale of German exports to the U.S. has now fallen below the levels seen in 2022, contrasting with an average annual growth rate of about 5% from 2016 to 2024 [1] Tariff Impact - The high tariffs imposed by the U.S., reaching up to 50% on steel, aluminum, and related products, have significantly increased export costs for German machinery manufacturers, contributing to the decline in exports [1] - In addition to tariffs, high domestic energy prices in Germany have also led to reduced production in the chemical sector, further impacting export volumes [1] Strategic Recommendations - In light of the expectation that U.S. tariffs will remain high in the short term, it is essential for Germany to reduce its reliance on the U.S. market and accelerate the exploration of new markets in South America, India, and Indonesia [1] - There is a need to focus on eliminating trade barriers within the European Union and enhancing the international competitiveness of German industries [1]

再看中方如何应对。中国的反应，堪称"冷静反击"的教科书。从一开始的苦口婆心劝诫，到依法启动"贸易投资壁垒调查"，再到如今严正警告"将 采取一切必要措施"。三步走，步步为营，有理有据有节。这叫什么？这叫"大国的隐忍与力量积蓄"，克制不是纵容，冷静背后是攥紧的拳头。 那么，如果墨西哥执意往前冲，中国会怎么办？三大组合拳，恐怕已经在弦上。 朋友们，消息来了！地球另一端，一场没有硝烟的"关税战"悄然升级。主角是谁？墨西哥。对象是谁？中国。事儿不大，但信号很危险。 坦率讲，这事儿咱必须重视。为啥？一来，中墨贸易盘子可不小，真伤了和气，对谁都没好处。二来，怕就怕有人"有样学样"，墨西哥要是开了 个坏头，起了个糟糕的示范效应，那后续麻烦可能不断。 国际舞台上，"小动作"往往是大风暴的"前奏曲"。墨西哥这波操作，表面是关税，里子是什么，明眼人都看得清。 不过，也请各位把心放肚子里。中国，早就不是昔日吴下阿蒙。面对这种不地道的"突袭"，我们手中握着的牌，清晰、有力，且早已成竹在胸。 据多方分析，中方至少备好了三大招，招招见力，就等着看对方下一步怎么走。 先看墨方干了啥。简单回顾：2023年8月，墨西哥突然宣布对数百种进口商品大 ...

Group 1 - China has issued longer-term rare earth export licenses to some European companies, which initially seemed like a positive development, but the EU responded with investigations and inspections, indicating a sudden shift in stance [1][3] - The EU's actions are not merely trade disputes but are driven by political motives, particularly concerns over China's rising influence in key sectors like electric vehicles and digital technology [3][5] - The EU's investigations into Chinese companies are seen as a way to align with the U.S. amidst changing political dynamics, particularly with the return of Trump and his "America First" policies [5][10] Group 2 - China's approval of rare earth exports is based on the stability of global supply chains and international responsibilities, maintaining control over the export process [7][10] - The EU's discriminatory and uncertain business environment is causing unease among investors, including European companies that have deep ties with Chinese firms [10][12] - The relationship between China and the EU is characterized by mutual dependence, and any attempts by the EU to simultaneously benefit from China's supply while restricting Chinese companies will likely lead to a lose-lose situation [12][13]