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特朗普想抢巴西订单,不到48小时,卢拉打来电话,中方送上定心丸
Sou Hu Cai Jing· 2025-08-23 12:15
Core Viewpoint - The article discusses the recent developments in U.S.-China trade relations, particularly focusing on President Trump's request for China to increase soybean imports from the U.S. by four times, amidst ongoing tariff negotiations and trade tensions [1][3]. Group 1: U.S.-China Soybean Trade Dynamics - Trump requested China to increase soybean imports from the U.S. to address a supply gap and reduce the trade deficit, framing it as a win-win situation [1][3]. - In 2016, China imported 40% of its soybeans from the U.S., but this figure dropped to 21% by 2024 due to deteriorating U.S.-China relations and retaliatory tariffs [3][5]. - The U.S. imposed a 10% tariff on Chinese goods citing the "fentanyl" issue, leading China to retaliate with tariffs on U.S. agricultural products, further diminishing soybean trade [3][5]. Group 2: China's Import Preferences - If China were to increase U.S. soybean imports as Trump suggested, over 80% of its soybean imports would come from the U.S., contradicting its risk diversification strategy [5]. - The cost of Brazilian soybeans is approximately 15% lower than U.S. soybeans post-tariff, making Brazil a more attractive supplier for China [5]. - Brazil's President Lula reached out to China to reinforce cooperation and express concerns over the potential impact of U.S. soybean imports on Brazil's market position [5][7]. Group 3: China-Brazil Relations - China expressed support for Brazil in its trade disputes with the U.S., emphasizing the need for countries to unite against unilateralism and protectionism [7]. - The collaboration between China and Brazil is positioned as a counterbalance to U.S. trade policies, with both countries advocating for mutual interests in the agricultural sector [7].
经济学人:中国清洁能源解决方案为全球南方提供模板
Guan Cha Zhe Wang· 2025-08-23 01:00
Group 1 - The core viewpoint is that China dominates the global electric vehicle (EV) market, producing 70% of the world's EVs and significantly outperforming Western manufacturers [1] - In addition to EVs, China contributed over half of the global growth in solar and wind energy equipment last year, establishing itself as the largest supplier in the renewable energy sector [1] - The International Energy Agency (IEA) reported a 60% increase in EV sales in developing countries across Africa, Asia, and Latin America, driven by the influx of Chinese EVs [2] Group 2 - In Turkey, EV sales have more than doubled, with local brand Togg capturing 27% of total car sales, while over 70% of imported cars in Nepal were electric [2] - The average price of Chinese EVs in Thailand was approximately $30,000, compared to $34,000 for similar gasoline vehicles, making them competitively priced [2] - Various countries are implementing favorable policies for EVs, such as lower tax rates for electric vehicles compared to traditional fuel vehicles in Turkey [2] Group 3 - The U.S. and EU are attempting to restrict Chinese EVs through tariffs, prompting China to seek opportunities in the Global South, although protectionist measures are also emerging in these markets [3] - Brazil has recently allowed tariff-free entry for EVs, and Indonesia is increasing local production requirements for EVs [3] - Despite the higher initial investment costs for clean technologies compared to fossil fuels, the decreasing prices of clean energy technologies are making them more attractive globally [5]
贸易政策重大转向!加拿大宣布撤销对美大部分报复性关税
智通财经网· 2025-08-22 23:15
Group 1 - Canada will eliminate retaliatory tariffs on most US products that comply with the USMCA, effective September 1, in an effort to ease tensions with the White House [1] - The tariffs of 25% on a wide range of consumer goods from the US will be lifted, but Canada will maintain tariffs on US steel, aluminum, and automobiles [1] - This policy shift comes after a phone call between Canadian Prime Minister Mark Carney and President Trump, who welcomed the decision and expressed a desire for friendly cooperation [1] Group 2 - The Canadian dollar strengthened against the US dollar following the announcement, trading at 1.382 CAD per USD [2] - Canada initially imposed 25% tariffs on approximately 30 billion CAD (21.7 billion USD) worth of US products, which included various consumer goods, and later expanded the scope to include tools and sports equipment [2] - Analysts believe the removal of tariffs could alleviate price pressures and create conditions for the Bank of Canada to resume a rate-cutting cycle [2] Group 3 - Canada’s economy is heavily reliant on trade with the US, with Canadian exports to the US accounting for three-quarters of total exports, primarily in oil and gas, and representing about one-third of Canada’s GDP [3] - The average tariff level on Canadian goods is currently around 5.5%, significantly higher than in previous free trade environments, indicating a need for strategic adjustments in trade negotiations with the US [3]
WTO前首席经济学家罗伯特·库普曼接受《环球时报》专访:美政策制定者误诊经济“疾病”,并开错“药方”
Huan Qiu Shi Bao· 2025-08-21 22:54
Core Viewpoint - The article discusses the implications of the U.S. tariff policies on global trade and the potential economic consequences for the U.S. and its trading partners, emphasizing that the current changes in tariff policies are not indicative of a complete halt but rather a slowdown in frequency [1][3][4]. Group 1: U.S. Tariff Policies - The U.S. has shifted its tariff policies, which are seen as a departure from historical norms, with only the U.S. accepting the new trade system being proposed by the current administration [3]. - The U.S. government aims to reshape the global trade system, but this approach is criticized as ineffective in addressing trade imbalances [3][4]. - The current tariff policies may lead to a higher cost of production in the U.S., potentially isolating it from global trade dynamics [5]. Group 2: Economic Impact - Tariffs may temporarily increase the market share of U.S. products, but automation is identified as the primary reason for the decline in manufacturing jobs, not tariffs [4]. - The U.S. economy is close to full employment, and any push for manufacturing to return could disrupt labor and capital distribution, potentially lowering economic growth rates [4][5]. - The belief that high tariffs will enhance efficiency and innovation is challenged, as historical evidence suggests that such protectionism may stifle innovation without additional supportive policies [5]. Group 3: Consumer and Business Effects - The burden of tariffs is primarily borne by U.S. importers and consumers, with 80% to 90% of tariff costs being absorbed domestically rather than by exporters [5]. - Rising prices due to tariffs may lead to increasing dissatisfaction among American consumers regarding the current trade policies [5].
美国单边主义做法给各方发展带来挑战(国际论坛)
Ren Min Ri Bao· 2025-08-20 22:26
Group 1 - Europe should deepen cooperation with China in areas such as green transition, technological innovation, digital economy, and industrial upgrading to build a more resilient autonomous development capability and promote a more balanced multipolar structure [1][3] - The U.S. unilateral tariff measures will directly impact European exports, leading to continuous outflow of industrial capital to the U.S. market, resulting in job losses and a decline in domestic demand, accelerating Europe's deindustrialization process [3] Group 2 - China has the confidence and capability to respond to U.S. unilateral tariff measures, with a rising proportion of exports to markets outside the U.S. and a booming domestic consumption market [2] - China's strategic ability to safeguard national interests is strengthened, focusing on self-innovation and expanding consumption demand while promoting agricultural modernization and urban-rural integration [2]
保护主义将给世界带来什么?美智库专家:1930年代的美国历史里有答案
Sou Hu Cai Jing· 2025-08-19 02:49
Core Viewpoint - The article argues that the U.S. government's initiation of a tariff war is detrimental to economic globalization and exacerbates geopolitical tensions, reminiscent of the international environment before the rise of fascism in the 1930s [1][3]. Historical Context - The article draws parallels between the current tariff policies and the Smoot-Hawley Tariff Act of 1930, which aimed to protect jobs and farmers by raising tariffs on imports. Despite opposition from over 1,000 economists, the act was signed into law, leading to a significant reduction in U.S. imports and exports during the Great Depression [3][4]. - The Smoot-Hawley Tariff Act is cited as a misguided response to an economic crisis, which, while achieving short-term effects, ultimately resulted in greater long-term losses for the U.S. economy and contributed to global instability [4]. Current Tariff Wars - The first round of the current tariff war targets Canada, Mexico, and China, affecting goods worth $1.4 trillion. The second round, characterized by "reciprocal tariffs," is seen as a unilateral approach fraught with flaws and miscalculations [5][6]. - The U.S. administration claims that countries are eager to negotiate, but the reality is that the "reciprocal tariffs" have led to retaliatory measures, escalating into a third round of tariffs [6]. Economic Implications - While short-term coercive measures may yield significant financial contributions to the U.S. economy, the long-term consequences are expected to be severe, undermining globalization and eroding the rules-based international trade system [6]. - The article highlights that economic globalization has historically facilitated trade, investment, and the movement of people, contributing to the rise of major economies like China and India. However, the trend of de-globalization in the late 2010s has led to a slowdown in growth for emerging economies [6].
中国始终是促进非洲大陆发展的真诚朋友
Ren Min Ri Bao· 2025-08-18 03:55
Group 1 - The 25th anniversary of the Forum on China-Africa Cooperation marks significant achievements in China-Africa collaboration, establishing a model for global South-South cooperation [1] - The relationship between China and Africa has reached its historical peak, with the overall positioning elevated to a "new era of all-weather China-Africa community of shared future" [1] - The trade volume between China and Africa is expected to approach $300 billion in 2024, with China maintaining its position as Africa's largest trading partner for 16 consecutive years [2] Group 2 - China has significantly contributed to Africa's infrastructure development, building nearly 100,000 kilometers of roads, over 10,000 kilometers of railways, nearly 1,000 bridges, and close to 100 ports, which has facilitated Africa's industrialization and modernization [3] - The cooperation is driven by Africa's needs, prompting other countries to consider African demands in their partnerships [3] - China has been a sincere friend to Africa, supporting debt relief initiatives and actively participating in the G20's debt suspension initiative for the poorest countries [3] Group 3 - The current global economic climate is affected by unilateralism and protectionism, which pose challenges to multilateral trade systems [4] - China and Africa, as important members of the global South, should jointly defend true multilateralism and maintain an open and inclusive multilateral trade system [4]
全球关税:起源、演进历程及对财政的贡献|国际
清华金融评论· 2025-08-17 08:58
Core Viewpoint - Tariffs have re-emerged as a focal point in global economic and trade policies, particularly due to the rise of trade protectionism in the U.S. and the reevaluation of tariff policies by multiple countries amid geopolitical conflicts and fiscal pressures [5]. Summary by Sections Origin and Characteristics of Tariffs - Historically, tariffs originated as a form of transit fee for cross-border goods, primarily aimed at controlling the movement of people and goods, rather than for fiscal purposes [7]. - Tariffs have evolved from being a minor component of national fiscal systems to a crucial tool for economic intervention and revenue generation, especially since the 16th century with the rise of international trade [8][11]. Functions of Tariffs - Tariffs serve three main functions: revenue generation, protection of domestic industries, and economic regulation [11]. - The role of tariffs has shifted over time, influenced by economic development and prevailing economic ideologies, with their revenue-generating function becoming less significant in developed countries [12][19]. Evolution of Tariff Systems - The evolution of global tariff systems can be divided into five main stages from the 16th century to the present, reflecting changes in economic thought and development levels [13][14]. - **First Stage (16th-18th Century)**: Mercantilism dominated, with tariffs primarily used for revenue collection [15]. - **Second Stage (19th Century)**: The rise of free trade theories led to a reduction in tariffs in industrialized nations, while developing countries continued to rely on tariffs for revenue and protection [16]. - **Third Stage (Early 20th Century)**: Protectionism surged post-World War I, reinforcing tariffs as tools for revenue and industry protection [17]. - **Fourth Stage (Post-WWII to 2017)**: Establishment of a global free trade system led to a general decline in tariffs and a shift towards income and consumption taxes as primary revenue sources [18]. - **Fifth Stage (2018-Present)**: A resurgence of protectionism, particularly in the U.S., has seen tariffs used again for industry protection and economic regulation [19]. Dependency on Tariff Revenue - Global economies can be categorized based on their dependency on tariff revenue, with developed economies generally showing low dependency (below 3%), while some developing economies exhibit medium (3%-5%) or high dependency (over 5%) [20][23][26]. - Countries like Japan, Canada, and the U.S. have low tariff revenue contributions to their overall fiscal income, while nations like the Philippines show a high reliance on tariffs due to weaker tax systems [23][28].
纪念抗战胜利80周年招待会暨图片展在南非开普敦举办
Xin Hua Wang· 2025-08-16 16:32
Core Points - The event commemorated the 80th anniversary of the victory in the Chinese People's War of Resistance against Japanese Aggression and the World Anti-Fascist War [1] - The Chinese Consul General emphasized China's significant contribution to the victory in the global anti-fascist struggle, highlighting the long duration and early start of the Chinese resistance [1] - The event underscored the importance of international cooperation and dialogue in addressing global challenges and maintaining peace [1] Summary of Related Content - The photo exhibition showcased dozens of images reflecting the struggles of the Chinese people against Japanese invaders, open to the public until September 30 [2]
王毅会见越南副总理兼外长裴青山
Xin Lang Cai Jing· 2025-08-14 15:30
2025年8月14日,中共中央政治局委员、外交部长王毅在云南安宁会见来华出席澜湄合作第十次外长会 的越南副总理兼外长裴青山。王毅说,中越经贸联系密切,双方要共同反对单边主义、保护主义,维护 自由贸易规则和国际贸易体制。中方支持越南建设独立自主的经济体系,鼓励中国企业赴越投资兴业, 愿同越方拓展人工智能、数字经济、商用飞机等新兴领域合作,为越南农产品输华和在华设立贸易促进 机构提供便利,希望越方为中国企业提供良好营商环境。双方要继续办好建交75周年暨"中越人文交流 年"系列活动和越南青年来华"红色研学之旅",让中越友好真正深入人心。(外交部网站) ...