关税战

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外贸运行持续向好 中国将继续同各国共享发展机遇
Yang Shi Wang· 2025-08-21 09:22
外交部发言人 毛宁:面对复杂多变的外部环境,中国外贸运行持续向好,展现出中国经济的强大韧性和全球市场对中国产品的 旺盛需求,这是中国扩大高水平对外开放,推动高质量发展,促进产业优化升级等因素共同作用的结果。事实证明,基于比较优势开 展国际贸易,实现共同发展,各方都会从中受益。中国的优质产品享誉世界,多元稳定的市场广受青睐,这是关税战贸易战改变不了 的。中国将继续同各国共享发展机遇,坚持开放合作,互利共赢。 央视网消息:日前,我国公布了7月份经济数据,其中外贸数据尤为亮眼,货物进出口总额创今年来新高。有评论认为,中国外 贸持续增长凸显全球对中国商品的广泛认可,这将继续成为中国经济的重要驱动力。但也有分析称,关税战等外部风险冲击全球贸 易,让中国出口市场持续承压。对此,外交部发言人毛宁在8月21日举行的例行记者会上表示,中国将继续同各国共享发展机遇。 ...
印度炸锅了!特朗普对中国签下总统令,莫迪两头碰壁,里外不是人
Sou Hu Cai Jing· 2025-08-21 08:34
Group 1 - Trump signed a document extending the tariff suspension on China for 90 days, originally set to expire on August 12 [1] - The extension is seen as a strategic move to ease tensions with China while simultaneously applying pressure on India by imposing tariffs of up to 50% on Indian goods [3][5] - The tariffs affect approximately 55% of India's exports to the U.S., targeting key industries such as jewelry, pharmaceuticals, and leather [5][13] Group 2 - India's economy faces significant challenges due to the tariffs, with the jewelry sector at risk of losing 700,000 jobs and pharmaceutical costs rising by 50% [13] - The U.S. tariffs disrupt India's profitable model of purchasing and refining Russian oil, which has helped maintain economic stability [7] - India's response includes a strategy of negotiation to seek policy adjustments and potential increases in LNG and defense purchases from the U.S. [11] Group 3 - The tariffs have broader implications for U.S.-India relations, with a notable decline in visa approval rates for Indian students and restrictions on Bollywood stars [15] - India has retaliated by increasing tariffs on bourbon whiskey to 150% and halting defense procurement negotiations, indicating a willingness to push back against U.S. pressure [17] - The current geopolitical landscape is shifting towards a multipolar balance, with India seeking to strengthen ties with China and Russia as a counterbalance to U.S. influence [19]
外交部:中国外贸运行持续向好,展现出中国经济的强大韧性
Zhong Guo Xin Wen Wang· 2025-08-21 08:07
Core Viewpoint - China's foreign trade continues to show positive trends, reflecting the strong resilience of the Chinese economy and robust global demand for Chinese products [1] Group 1: Economic Performance - In July, China's total import and export volume reached a new high for the year, indicating a significant recovery in foreign trade [1] - The ongoing growth in foreign trade highlights the global recognition of Chinese goods, which is expected to remain a key driver of China's economic growth [1] Group 2: External Environment - Despite external challenges such as tariff wars impacting global trade, China's foreign trade performance remains strong [1] - The spokesperson emphasized that the resilience of China's foreign trade is a result of high-level opening up, high-quality development, and industrial optimization [1] Group 3: Global Trade Dynamics - The spokesperson noted that international trade based on comparative advantages leads to mutual benefits for all parties involved [1] - Chinese high-quality products are well-regarded globally, and the demand for them remains stable despite external pressures [1]
特朗普的3个要求,中国全部拒绝,贝森特:美国总统还没答应访华
Sou Hu Cai Jing· 2025-08-21 07:17
Group 1 - The core issue is the declining market share of U.S. soybeans in China, which has dropped from 40% to 18%, as China increasingly imports soybeans from Brazil, reflecting a shift in market demand and the tensions in U.S.-China trade relations [1][5] - Trump's call for China to triple its soybean orders is seen as unrealistic due to a 10% tariff on U.S. soybeans, making them significantly more expensive than Brazilian soybeans, thus putting U.S. soybeans at a competitive disadvantage [3][5] - The ongoing trade tensions have led to a significant number of soybean farms in the Midwest applying for bankruptcy protection, indicating the economic distress faced by American farmers [5] Group 2 - The U.S. inflation rate and unemployment are rising due to the prolonged tariff war, while China is enhancing its countermeasures, particularly through the control of rare earth exports, which puts pressure on U.S. military and renewable energy sectors [6] - The share of cross-border payments in renminbi is increasing in ASEAN countries, further undermining the global dominance of the U.S. dollar, indicating a shift in economic power dynamics [6] - U.S. Treasury Secretary's comments suggest a recognition that the trade war is unsustainable, highlighting the urgency for a reassessment of trade strategies [6][7]
特朗普拖到最后一晚才签字,关税战输给中国,他心里还是不甘心
Sou Hu Cai Jing· 2025-08-21 06:59
Core Viewpoint - The recent decision by Trump to extend the tariff "truce" for 90 days appears to alleviate tensions between the US and China, but underlying economic anxieties remain prevalent [1][9]. Economic Situation - The US economy is reportedly on the brink of collapse, with July's non-farm payrolls adding only 70,000 jobs, significantly below the expected 100,000 [5] - The unemployment rate has reached a three-year high, and labor participation rates have plummeted, indicating severe economic distress [5] - Small business owners have expressed concerns over rising import costs due to tariffs, leading to layoffs and reduced inventory, contradicting the notion of "tariff benefits" [5] Trump's Response - Trump has delayed the tariff decision until the last moment, indicating a lack of options to prevent further economic damage [3] - He has attempted to shift blame for economic failures onto others, including the Labor Department, while the reality of rising unemployment persists [5] - Trump's proposed policies, such as the "American Manufacturing" plan and hopes for interest rate cuts from the Federal Reserve, reflect his desperation to stimulate the economy [6] Tariff Impact - The ongoing tariff war is causing more harm to the US economy than anticipated, with evidence suggesting that it exacerbates economic challenges rather than alleviating them [7][9] - The "poisonous effect" of tariffs is seen as more damaging than any potential economic recovery measures [6] Conclusion - The temporary truce in tariffs and Trump's attempts to mask the underlying economic issues highlight a broader inability to effectively manage the economic crisis [9]
听说要和中国打贸易战,在座的欧洲各国领导人,没一人敢抬头吱声
Sou Hu Cai Jing· 2025-08-21 03:53
Group 1 - The U.S. Treasury Secretary's proposal for a 200% tariff on China was met with silence and resistance from G7 allies, highlighting a lack of support for aggressive trade measures against China [3][5] - European leaders are heavily reliant on trade with China, with projected trade volume reaching €856 billion in 2024, making them hesitant to engage in a trade war [3][5] - The last trade war under the Trump administration resulted in significant losses for the EU, amounting to over €170 billion, which has made European leaders cautious about repeating such mistakes [3][5] Group 2 - The U.S. is attempting to pressure Europe into supporting sanctions against China, but European officials are prioritizing their economic relationships with China over U.S. demands [5][7] - The potential for secondary sanctions against countries purchasing Russian energy, including India and Turkey, raises concerns for Europe about future U.S. coercion in other energy partnerships [5][7] - Europe's reluctance to support U.S. sanctions is seen as a strategic decision to avoid economic self-harm in the context of U.S.-China tensions [7]
中方给了一次机会,特朗普自己没抓住,白白错失数十亿美元大单
Sou Hu Cai Jing· 2025-08-20 23:20
Group 1 - The core issue is that U.S. soybean farmers are facing a significant decline in orders from China, with 8 million tons of soybean orders redirected to South America due to ongoing trade tensions [1] - Chinese importers have completed their soybean purchases for September, with plans to buy an additional 4 million tons in October, effectively excluding the U.S. from the market [1] - The decline in soybean orders has led to a drop in Chicago soybean futures prices, reaching a nearly five-year low, which negatively impacts the economy of U.S. agricultural states [1] Group 2 - The Trump administration's trade policies, particularly the tariff war, are seen as detrimental to both U.S. and Chinese interests, with no clear winners emerging from the conflict [3][5] - Despite previous opportunities for cooperation, the U.S. has continued to impose tariffs and threats, undermining potential agricultural exports to China [5][7] - The negative effects of the tariff war are becoming evident, particularly for industries reliant on foreign trade and consumers, raising concerns about the sustainability of Trump's political support among farmers and workers [7][9]
美财长:印度就是在牟利,中国的情况“完全不同”
Sou Hu Cai Jing· 2025-08-20 20:51
【文/观察者网 张菁娟】印度和美国近日博弈不断。美国屡屡拿印度进口俄罗斯石油说事儿,并祭出"关税大棒",印度则选择"硬刚"。 当地时间8月19日,美国财政部长贝森特(Scott Bessent)在接受美国消费者新闻与商业频道(CNBC)采访时对印度发起指责,称其在俄乌冲突期间通过大 幅增加俄罗斯石油的采购量牟利,并表示华盛顿方面认为这种情况"不可接受"。 贝森特表示,俄罗斯石油目前在印度石油总采购量中的占比已达42%,而在俄乌冲突爆发前,这一比例还不到1%。 "印度就是在牟利,他们在转售石油,"贝森特说,"我将其称之为'印度式套利',低价购入俄罗斯石油,加工成成品油后再转售。这种情况在战争期间突然出 现,这是不可接受的。" 本月初(8月6日),美国总统特朗普宣布对印度商品加征25%的额外关税,使总关税水平达到50%。这项额外关税措施将于当地时间8月28日生效,特朗普 声称,这是为了"惩罚"印度继续购买俄罗斯石油的行为。他还表示,自己并不热衷于与印度进行更多的谈判。 对此,印度方面抗议美国的行动"不公平、不公正、不合理",并指出美国每年仍从俄罗斯购买价值数十亿美元的化肥和铀。 在采访中,当被问及美政府为何不对中 ...
张瑜:美国关税战的十点观察
一瑜中的· 2025-08-20 16:05
Core Insights - The article discusses the implications of the ongoing U.S. tariff war, highlighting the potential increase in overall tariff rates and the characteristics of trade agreements, as well as the impacts of existing tariffs on imports and inflation. Group 1: New Tariffs - The new reciprocal tariffs effective from August 7 will impose a minimum of 10% on trade deficit countries and 15% on trade surplus countries [5][19] - The overall U.S. tariff rate may exceed 15%, with estimates suggesting it could rise to 17.1% or even 21.2% if key industry tariffs are implemented [6][22] - The implementation of new tariffs may narrow the tariff rate gap between China and other countries, potentially reducing the risk of export share transfer for China [24] Group 2: Characteristics of Trade Agreements - Direct investment and procurement agreements can lead to lower tariffs and reductions in key industry tariffs, with countries like Japan, the EU, and South Korea benefiting from lower rates [27][29] - Current trade agreements lack formal legal texts, leading to uncertainty regarding their execution and effectiveness [31][32] Group 3: Impact of Existing Tariffs - The increase in tariff rates by 1% has resulted in a 2.8% decline in U.S. import growth, with projections indicating a potential drop to -10.5% in the second half of the year [9][35] - Tariff costs are primarily borne by U.S. importers, with estimates suggesting that 40% to 74% of the tariff price increases have already been reflected in U.S. CPI [10][40] - The surge in imports observed in April appears to have ended, with June showing signs of a demand pullback [11][43] - As of May, approximately 61.4% of Chinese goods still maintain a price advantage despite the tariffs, although this is a decline from 76.1% in 2024 [10][55]
特稿|在关税逆风中艰难前行——当前世界经济形势辨析
Xin Hua She· 2025-08-20 08:09
新华社记者闫洁 7月下旬至8月中旬,世界主要经济体陆续公布上半年经济数据,显示世界经济在多重挑战中艰难前行。 一方面,美国关税战冲击全球经贸秩序,削弱世界经济增长动能,成为拖累世界经济的最大"风险源"。 另一方面,加强合作应对挑战成为共识,包括中国在内的许多经济体着力优化经济结构、促进贸易多元 化、加强地区协作,推动世界经济磨砺更强韧性。 动能不足 发达经济体增速放缓 2025年上半年,美国频繁推出单边关税措施,严重侵蚀世界经济增长动能。整体而言,地区、国家之间 增长分化明显,发达经济体增长势头弱于新兴市场和发展中经济体。 发达经济体中,美国关税政策加剧其自身经济风险。受关税扰动,企业大幅增加进口提前囤货,导致美 国第一季度国内生产总值(GDP)环比出现萎缩;二季度GDP部分缘于"抢进口"效应减弱后的基数调整 而实现增长,但占美国经济总量约70%的个人消费支出(PCE)仅增长1.4%,内生需求出现疲软态势。 新华社北京8月19日电 题:在关税逆风中艰难前行——当前世界经济形势辨析 地缘政治紧张局势加剧、关税战扰乱全球正常经贸活动、跨境投资波动下行、产供链碎片化风险上升、 全球债务规模高企、宏观金融风险加大…… ...