巴西总统卢拉：贸易保护主义可能导致战争。 ...

欧洲理事会前主席、比利时前首相、中欧国际工商学院特聘教授夏尔·米歇尔（Charles Michel）表示， 当前世界正处于一个关键十字路口，面临着贸易保护主义、大数据与人工智能带来的机遇与风险、国家 主权与安全等诸多挑战。他表示，欧盟的战略自主是唯一前进道路，也是必然出路。米歇尔强调了自由 贸易对欧盟走向成功的重要性，并指出市场是展开良性经济竞争的基础。欧盟"多元一体"的格言与中 国"和而不同"的理念使双方互为理想的合作伙伴，在应对气候变化、促进经济发展、维护世界和平与安 全以及帮助发展中国家等关键领域，双方具有巨大的合作潜力。米歇尔表示，希望中欧双方能从过往经 验中汲取智慧，并对未来双方关系发展提出了两点建议：一是欧盟与中国的关系应当基于自身特点来考 量，不受其他第三方的影响；二是必须以负责任的态度，秉持尊重、透明和真诚的原则管控双方的分歧 与差异，以增进相互理解。 中国商务部原部长陈德铭发表题为"中欧战略合作行稳致远"的演讲。他表示，50年来，中欧已成为内生 互补、互利共赢的合作伙伴。双方相互尊重，坚持基于规则的多边主义，为中欧关系持续健康稳定发展 注入新动力。然而，当今世界充满了不确定性，如全球化治理严 ...

美国港口费重锤先砸碎的是自家供应链。中国国际海事和船舶工业的崛起，并非"非市场手 段"产物，而是全球化浪潮下要素优化配置与技术迭代的必然结果 近年来，美国对中国的国际海事行业关注热度超乎想象，专门针对中国的国际海事相关产业链开展了 301调查，各项海事制裁连环叠加。 通过立法、关税、港口并购等一系列手段，尤以对停靠美国港口的中国制造船舶以及中国航运企业征收 的天价港口费为代表，美国试图削弱中国企业竞争力、破坏全球港航布局，并限制中美贸易，重塑其主 导的供应链秩序。 美国在制定相关政策过程中，强化了对中国企业的限制措施，这种做法与全球自由市场规则存在一定偏 离，并引发对公平竞争原则的质疑。 历史早已证明，将经济问题政治化，既无法掩盖美国《琼斯法案》、货载保留等造成的本国船舶和海运 成本黑洞，也不能通过保护主义来振兴其船舶和海运经济，更难以逆转中国船舶制造和海运服务业依托 技术和产业优势形成的创新发展势能。 美国对华海事制裁的终局会走向何方，本文提出三个预言。 针对中国的海事制裁连环叠加 美国频繁对中国实施海事制裁，核心在于遏制中国在全球海运和造船业的主导地位，维护其自身及盟友 利益。美国针对中国施展了多重海事制 ...

【环球时报驻巴西特派记者 邵世均 环球时报记者 张旺 赵霜 任重】应国家主席习近平邀请，巴西总统 卢拉于5月10日至14日对中国进行国事访问。卢拉访华被视为东西半球两个最大的发展中国家的再次握 手。巴西媒体报道称，此次巴方访华代表团规模庞大，预计将与中方签署至少16项新协议，涵盖诸多领 域。中巴合作长期以来一直是中拉关系的典范。接受《环球时报》记者采访的专家表示，两国领导人高 层互访频繁，特别是近两年的密切互动，体现了中巴双方对双边关系的高度重视，并推动了双方在政 治、经贸和多边领域的全面合作。经中拉双方共同商定，中国－拉美和加勒比国家共同体论坛（以下简 称"中拉论坛"）第四届部长级会议将于5月13日在北京举行。国家主席习近平将出席会议开幕式并发表 重要讲话。根据巴西政府网站消息，巴西总统卢拉也将出席上述会议，他与夫人罗桑热拉已于10日晚抵 京。 巴西媒体：访华具有 " 战略意义 " 在结束访问俄罗斯后，卢拉开启其第三个总统任期内的第二次对华国事访问。卢拉抵京后在社交平台X 上发帖表示，将在此（与中国）建立新的伙伴关系，并在多个领域签署合作协议，这是巴中两国友好且 战略紧密关系的"又一重要进展"。 根据官方日 ...

Core Viewpoint - The article emphasizes that the U.S. imposition of tariffs is a form of trade protectionism that disrupts the global trade ecosystem, urging countries to collaborate for global trade integration [1] Summary by Relevant Sections - **Tariff Policy Critique** - The U.S. government is encouraged to reassess its tariff policies, particularly the establishment of "benchmark tariffs" and "reciprocal tariffs," which are seen as flawed and detrimental to the least developed countries [1] - **Impact on Africa** - The tariffs have significantly affected Africa, as evidenced by trade data from the past two years, highlighting the negative consequences of U.S. trade policies on the continent [1] - **Call for Global Cooperation** - There is a strong call for moving towards global cooperation rather than isolationism, with a specific appeal for the U.S. administration to reconsider its current stance on trade [1]

Group 1 - The U.S. will terminate the "small package exemption" policy on May 2, which previously allowed low-value imports from China to enter the U.S. without tariffs [1][5] - The exemption policy was originally established in 1938 for packages valued under $5, later raised to $800 in 2016, but has faced scrutiny due to the rapid growth of cross-border e-commerce from China [1][3] - In 2023, the export value of low-priced packages from China to the U.S. surged from $5.3 billion in 2018 to $66 billion, indicating a significant market impact [1][9] Group 2 - The cancellation of the exemption is expected to force U.S. businesses reliant on Chinese supply chains to reassess their operational models to maintain cost competitiveness [3][5] - U.S. manufacturers are likely to benefit from the new tariffs, as they may face less competition from low-cost imports [9][10] - The logistics sector will also face challenges, with increased customs procedures leading to higher costs and potential delivery delays [7][9] Group 3 - France is following the U.S. lead by proposing to impose fees on small packages valued under €150 from China, which will primarily affect fast-fashion brands and cross-border platforms [13][14] - The French government aims to enhance customs oversight and product safety through the collected fees, indicating a broader trend of protectionism in Europe [14][20] - The European Union plans to eliminate the exemption for packages under €150 by 2028, with discussions among member states to implement this sooner [23][25] Group 4 - The combined impact of U.S. and European policies could significantly hinder China's small package exports, which are crucial for its manufacturing sector [22][27] - In 2024, China's cross-border e-commerce platforms are expected to ship approximately 4 billion small packages to EU countries, highlighting the importance of these markets [27] - The overall value of small package exports to the U.S. and EU could exceed hundreds of billions, making the potential loss from protectionist measures substantial for Chinese manufacturers [27][28]

特朗普政府正在调查进口飞机、喷气发动机及其零部件是否构成国家安全威胁，此举可能是对商用航空 产业加征新关税的铺垫。 根据美国商务部周五发布的公告，调查已于5月1日启动，涉及对象包括商用飞机、喷气发动机以及相关 零部件。 公告称，调查内容包括"美国相关进口是否集中于少数供应商，以及由此产生的相关风险"，还将评 估"外国政府补贴和掠夺性贸易行为对行业竞争力的影响"。 波音737 Max机身在美国华盛顿州伦顿的制造工厂 这是特朗普近期发起的一系列调查中的最新一项，旨在为其所认为的关键产业争取关税保护。特朗普此 前已根据《1962年贸易扩展法》第232条对钢、铝、汽车及其零部件加征关税，并对铜、药品、半导体 芯片、中重型卡车等产品的进口发起调查。 该法律项下的调查通常会在270天内得出结论，但特朗普政府已多次加快相关行动的推进节奏。调查启 动并不意味着一定会征收新关税，但特朗普一贯将其作为扶持美国工业的重要工具。 特朗普此前已经依据紧急授权对欧盟的数十个贸易伙伴加征关税。这些关税成为当前多项谈判焦点。欧 盟是空中客车的总部所在，而该公司是波音主要竞争对手。 最新发起的调查是对过去50年来全球航空产业格局的又一挑战，凸 ...

Group 1 - The "China-Europe Diplomatic Relations 50th Anniversary Forum" was held to commemorate the 50 years of cooperation between China and the EU, focusing on global trade, investment, innovation, digital transformation, and climate action [1][3] - The forum highlighted the historical significance of the diplomatic relationship established in 1975, marking a key step in China's opening up to the world [3][4] - Keynote speeches emphasized the importance of strategic autonomy for the EU and the potential for cooperation in addressing challenges such as climate change and economic development [4][5] Group 2 - The forum featured discussions on the evolution of China-EU relations, emphasizing mutual respect and rule-based multilateralism as foundations for sustainable development [4][6] - The role of the China Europe International Business School (CEIBS) as a bridge for China-EU dialogue and cooperation was underscored, highlighting its contributions to economic and cultural exchanges [6][7] - Roundtable discussions focused on energy, trade, investment, and green development, with participants advocating for fair competition and sustainable development principles [7]

Core Viewpoint - Trump's new policy to impose a 100% tariff on foreign-made films entering the U.S. is seen as a continuation of his protectionist agenda, which may harm the domestic film industry rather than protect it [3][5]. Industry Impact - The proposed film tariff will significantly impact the U.S. film industry's supply chain, leading to increased production costs and potentially fewer films being produced, which could disrupt the entire industry ecosystem [5]. - Hollywood's reliance on overseas locations, special effects teams, and post-production services means that the tariff could lead to a substantial increase in production expenses, ultimately harming the film distribution business [5]. International Response - European lawmakers have expressed strong opposition to Trump's film tariff, labeling it as a form of trade protectionism. They warn that retaliatory measures could be taken, such as limiting U.S. film imports or imposing additional taxes on American films, which would severely affect Hollywood's international box office revenues [6]. - If Europe enacts countermeasures, it could diminish the influence of American films in European markets, leading to a significant reduction in international ticket sales [6]. Cultural Exchange - The implementation of a film tariff could hinder cultural exchange between nations, as films serve as vital cultural conduits. A retaliatory response could further weaken cultural penetration and influence [8]. - While the immediate impact on Chinese films may be limited due to their small market share in the U.S., the long-term effects of disrupted international cultural trade could destabilize the global film market [8]. Conclusion - Trump's approach to tariffs, particularly in the film industry, is viewed as a misguided attempt that may not yield the desired protective effects and could lead to greater isolation for the U.S. in the international market [9].

Core Insights - China's foreign trade shows strong resilience and growth potential despite global economic challenges, with exports increasing by 8.1% year-on-year and imports decreasing by 0.2%, leading to a trade surplus of $96.18 billion, up 33.6% [1] Group 1: Export Performance - The export structure is continuously optimizing, with steady growth in electromechanical and high-tech product exports, while labor-intensive product exports remain weak [1] - In April, electromechanical product exports reached $190.58 billion, with significant growth in integrated circuits, audio-video equipment, general machinery, LCD modules, and ships [1] - The shift in export product structure indicates the effectiveness of China's manufacturing transformation and upgrade, enhancing the technical content and added value of exported products [1] Group 2: Trade Diversification - China's trade relationships are diversifying, with stable imports and exports to major economies except for the U.S., where trade has been negatively impacted by "reciprocal tariffs" [2] - Exports to ASEAN, Central Asia, Latin America, and Africa have seen rapid growth, with double-digit increases, while exports to the EU and Japan remain stable [2] - Strengthening trade ties with ASEAN, Latin America, and Central Asia promotes a more balanced trade market and enhances China's foreign trade's risk resistance [2] Group 3: New Trade Dynamics - New productive forces are rapidly developing, fostering competitive enterprises in high-end, intelligent, and green manufacturing, which supports the transformation and upgrade of foreign trade [2] - The equipment manufacturing sector has seen significant growth, representing a substantial portion of foreign trade, while domestic brand exports are increasing in scale and share [2] - The "cross-border e-commerce + industrial belt" model is thriving, providing a broad platform for SMEs to enter international markets, with digital technology reshaping competitive advantages in foreign trade [2] Group 4: Future Outlook - China's foreign trade faces external challenges, including global economic uncertainty and trade protectionism, which may impact trade dynamics [3] - The "reciprocal tariffs" from the U.S. have led to a "rush to export" effect, with a decline in new export orders and purchasing indices in April, indicating weaker export expectations [3] - To mitigate the impact of reduced external demand, China has implemented various supportive policies for foreign trade enterprises, including tax reductions and improved business environments [3] Group 5: Trade Development Trends - Future foreign trade is expected to show a differentiated trend, with stable and accelerating trade with closely linked economies, while others may experience slow growth due to global economic slowdown or trade protectionism [4] - High-tech products and key components are likely to maintain stable growth, while traditional low-value-added industrial and labor-intensive products are more susceptible to external influences [4] - Enterprises with strong technological reserves and international competitiveness may accelerate their globalization efforts, while SMEs reliant on external markets should actively seek transformation [4]