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保护主义反噬:欧盟新关税令汽车制造商不堪重负
Jin Tou Wang· 2025-10-11 07:26
针对欧盟公告,行业游说团体欧洲汽车制造商协会(ACEA)表示该提案过度严苛,可能会对汽车制造商 产生通胀影响。据信,消息发布后德国汽车巨头宝马当天就宣布下调了2025年的财务预期。 欧洲汽车制造商协会表示,对钢铁进行一定程度的保护是有必要的,但欧洲钢铁行业正在经历脱碳转 型,且欧洲汽车行业已经面临能源、劳动力成本上升以及适应新安全法规等的困境,这可能将显著增加 欧洲汽车制造商的生产压力。 钢铁是汽车制造中仅次于铝的第二大原材料,平均每辆车的钢铁成本占比可达总材料成本的10%-15%。 欧盟此次将超额进口的关税从25%提升至50%,意味着欧洲汽车制造商每辆车的平均生产成本增加数百 欧元。 事实上,由于激烈的市场竞争和高昂的能源成本,许多主流厂商的净利润率已长期徘徊在5%-8%的区 间,此次成本冲击将直接侵蚀本就有限的利润空间。更重要的是,欧盟对本土钢铁业的保护客观上削弱 了被视为欧洲工业的核心产业汽车制造业,尤其是在关乎未来的电动汽车转型赛中,这或将成为一个致 命的负担。 在10月7日公布该限制措施后,欧洲议会和欧盟理事会将进行审议。如果获批,待2026年6月欧盟现行措 施到期,这些措施即付诸实施。 当地时间1 ...
美USTR计划对部分起重机征收100%关税,对龙门起重机等征收最高150%额外关税
第一财经· 2025-10-11 04:29
Core Viewpoint - The U.S. Trade Representative (USTR) announced modifications to measures aimed at restoring the U.S. shipbuilding industry, reflecting public feedback and consultations with petitioners and advisory committees [3][4]. Group 1: Modifications to Measures - The USTR has changed the calculation basis for service fees of foreign-built vehicle transport vessels to $46 per net ton, effective from October 14, 2025 [3]. - A clause allowing the suspension of LNG export licenses without meeting certain restrictions on foreign-built vessels has been removed, retroactive to April 17, 2025 [3]. - A 100% tariff will be imposed on certain shore cranes and cargo handling equipment [3]. Group 2: Proposed Further Modifications - The USTR proposed additional modifications, including fee exemptions for certain long-term leased ethane and LPG transport vessels [4]. - Additional tariffs of up to 150% will be levied on certain cargo handling equipment, such as rubber-tired gantry cranes and their components [4]. - The deadline for submitting written comments on the proposed modifications is set for November 12, 2025 [5]. Group 3: Industry Reactions - A senior logistics industry professional indicated that the USTR's Section 301 investigation was initiated over a year ago by domestic companies and is now progressing through the necessary processes [5]. - The USTR's measures are expected to impact cranes and frames, although previous considerations for container tariffs have been abandoned [6]. - The Chinese Ministry of Commerce expressed strong dissatisfaction and opposition to the U.S. measures, labeling them as unilateral and protectionist, which disrupts global supply chains and violates WTO rules [6].
商务部国际贸易谈判代表兼副部长李成钢出席二十国集团贸易投资部长会议
Core Points - The G20 Trade and Investment Ministers' Meeting took place in Gqeberha, South Africa, on October 10, focusing on trade, inclusive growth, and global challenges [1] - Key discussions included promoting green industrialization, sustainable trade investment frameworks, and WTO reforms [1] - The meeting resulted in the issuance of the G20 Trade and Investment Ministers' Declaration and the Chair's Summary, setting the stage for the upcoming G20 Leaders' Summit in November [1] Group 1 - China expressed strong support for multilateralism and announced it would not seek new special and differential treatment in current and future WTO negotiations, demonstrating its commitment as a responsible developing country [1] - The G20 is recognized for its significant contributions to global trade and investment development, emphasizing the need for better utilization of the G20 trade investment mechanism to address global challenges through open cooperation [1] - China aims to contribute to global economic growth while advancing its own development, advocating for support of the multilateral trading system and free trade to counter unilateralism and protectionism [1] Group 2 - During the meeting, China’s representative held discussions with several heads of delegations and leaders of international organizations, including the Director-General of the WTO [2]
李成钢国际贸易谈判代表兼副部长出席二十国集团贸易投资部长会议
Shang Wu Bu Wang Zhan· 2025-10-11 00:29
Core Points - The G20 Trade and Investment Ministers' Meeting took place in Gqeberha, South Africa, focusing on trade, inclusive growth, and global challenges [1] - Key discussions included promoting green industrialization, sustainable trade investment frameworks, and WTO reforms [1] - The meeting resulted in the G20 Trade and Investment Ministers' Declaration and Chair's Summary, preparing for the upcoming G20 Leaders' Summit in November [1] Group 1 - China firmly supports multilateralism and announced it will not seek new special and differential treatment in current and future WTO negotiations, demonstrating its commitment as a responsible developing country [1] - The G20 is recognized for its significant contributions to global trade and investment development, emphasizing the need for better utilization of the G20 trade investment mechanism to address global challenges through open cooperation [1] - China aims to contribute to global economic growth while promoting its own development, urging support for the multilateral trading system and free trade to counter unilateralism and protectionism [1] Group 2 - During the meeting, discussions were held between Li Chenggang and various heads of delegations, including the Director-General of the WTO and leaders of international organizations [2]
对等反制!中方将对美船舶收特别港务费
Huan Qiu Shi Bao· 2025-10-10 22:42
【环球时报综合报道】中国交通运输部10日宣布,自10月14日起,将对美国船舶按航次收取港口费用。 交通运输部新闻发言人10日就这一措施答记者问时提到,今年4月,美国贸易代表办公室宣布对中国海 事、物流和造船领域301调查最终措施。这是中方维护中国海运企业合法权益的正当举措,敦促美方立 即纠正错误做法,停止对中国海运业的无理打压。 外媒在报道这则消息时纷纷提到,美国针对中国船舶加收港口服务费的措施也将于10月14日生效。中国 交通运输部发言人10日表示,美国的做法罔顾事实,充分暴露出其单边主义、保护主义本质,具有明显 的歧视性色彩,严重损害中国海运业的正当利益,严重扰乱全球供应链稳定,严重破坏国际经贸秩序。 中方将对美国错误做法依法坚决采取反制措施,推动构建公平正义的国际海运市场秩序,维护国际物流 供应链安全稳定。 中央财经大学国际经济与贸易学院副教授刘春生10日在接受《环球时报》记者采访时表示,中方对美国 船舶加收特别港务费,是对美方歧视性港口费的对等反制。这一措施依据中国国内法规和国际法对等原 则,旨在维护自身海运业的正当权益,其正当性源于美方率先采取的单边保护主义行动。此举是对美方 错误行为的必要回应。( ...
交通运输部:敦促美方立即纠正错误做法,停止对中国海运业的无理打压
Xin Hua Cai Jing· 2025-10-10 07:47
新华财经北京10月10日电交通运输部新闻发言人就拟对美船舶收取船舶特别港务费答记者问。 问:中方宣布将对美船舶收取船舶特别港务费,有何考虑? (文章来源:新华财经) 答:2025年4月,美国贸易代表办公室宣布了对中国海事、物流和造船领域301调查最终措施,10月14日 起,对中国公司拥有或运营的船舶、中国造船舶、中国籍船舶加收港口服务费。美国的做法罔顾事实, 充分暴露出其单边主义、保护主义本质,具有明显的歧视性色彩,严重损害中国海运业的正当利益,严 重扰乱全球供应链稳定,严重破坏国际经贸秩序。中方将对美国错误做法依法坚决采取反制措施,推动 构建公平正义的国际海运市场秩序,维护国际物流供应链安全稳定。 根据《中华人民共和国国际海运条例》,我部发布《关于对美船舶收取船舶特别港务费的公告》,决定 将于10月14日起对涉美船舶收取船舶特别港务费,这是我们维护中国海运企业合法权益的正当举措。我 们敦促美方立即纠正错误做法,停止对中国海运业的无理打压。 ...
交通运输部新闻发言人就拟对美船舶收取船舶特别港务费答记者问:敦促美方立即纠正错误做法,停止对中国海运业的无理打压
Sou Hu Cai Jing· 2025-10-10 07:45
根据《中华人民共和国国际海运条例》,我部发布《关于对美船舶收取船舶特别港务费的公告》,决定 将于10月14日起对涉美船舶收取船舶特别港务费,这是我们维护中国海运企业合法权益的正当举措。我 们敦促美方立即纠正错误做法,停止对中国海运业的无理打压。 问:中方宣布将对美船舶收取船舶特别港务费,有何考虑? 答:2025年4月,美国贸易代表办公室宣布了对中国海事、物流和造船领域301调查最终措施,10月14日 起,对中国公司拥有或运营的船舶、中国造船舶、中国籍船舶加收港口服务费。美国的做法罔顾事实, 充分暴露出其单边主义、保护主义本质,具有明显的歧视性色彩,严重损害中国海运业的正当利益,严 重扰乱全球供应链稳定,严重破坏国际经贸秩序。中方将对美国错误做法依法坚决采取反制措施,推动 构建公平正义的国际海运市场秩序,维护国际物流供应链安全稳定。 人民财讯10月10日电,交通运输部新闻发言人就拟对美船舶收取船舶特别港务费答记者问。 ...
交通运输部就拟对美船舶收取船舶特别港务费答记者问
Zhong Guo Xin Wen Wang· 2025-10-10 07:45
交通运输部就拟对美船舶收取船舶特别港务费答记者问 编辑:付健青 广告等商务合作,请点击这里 本文为转载内容,授权事宜请联系原著作权人 中新经纬版权所有,未经书面授权,任何单位及个人不得转载、摘编或以其它方式使用。 关注中新经纬微信公众号(微信搜索"中新经纬"或"jwview"),看更多精彩财经资讯。 中新网10月10日电 据交通运输部网站消息,交通运输部新闻发言人就拟对美船舶收取船舶特别港务费 答记者问。 问:中方宣布将对美船舶收取船舶特别港务费,有何考虑? 答:2025年4月,美国贸易代表办公室宣布了对中国海事、物流和造船领域301调查最终措施,10月14日 起,对中国公司拥有或运营的船舶、中国造船舶、中国籍船舶加收港口服务费。美国的做法罔顾事实, 充分暴露出其单边主义、保护主义本质,具有明显的歧视性色彩,严重损害中国海运业的正当利益,严 重扰乱全球供应链稳定,严重破坏国际经贸秩序。中方将对美国错误做法依法坚决采取反制措施,推动 构建公平正义的国际海运市场秩序,维护国际物流供应链安全稳定。 根据《中华人民共和国国际海运条例》,我部发布《关于对美船舶收取船舶特别港务费的公告》,决定 将于10月14日起对涉美船 ...
关税战打成明牌!中美各走一条道路,美国在等待中的决定?
Sou Hu Cai Jing· 2025-10-09 05:34
Group 1 - The US-China trade friction has entered a new phase of confrontation, with US officials stating that the current tariff levels on Chinese goods are "acceptable," indicating a shift from covert tactics to open strategic competition [1][5] - Since 2018, the US has continuously imposed tariffs, culminating in a significant strategic escalation with a 10% tariff on a wide range of Chinese imports announced in early 2025, marking a transition from temporary measures to a stable policy foundation [3][10] - The US has integrated previous scattered tariff measures into a systematic policy, affecting nearly all industries, from high-tech to consumer goods, demonstrating a comprehensive approach to trade policy [3][10] Group 2 - In September 2025, US trade officials publicly declared that the current 55% tariff on Chinese goods is in a "good state," narrowing the negotiation space and indicating a clear stance on tariff reduction [5][10] - The deadline for a tariff ceasefire is approaching on November 10, 2025, with the potential for tariffs to revert to higher levels if no new agreement is reached, which the US views as a pressure tactic [5][10] Group 3 - China has actively responded to the US tariffs by initiating a dispute request with the World Trade Organization (WTO) in February 2025, indicating a shift from bilateral negotiations to a multilateral framework [7][13] - In April 2025, China imposed additional tariffs on certain US products and criticized the US for unilateralism and protectionism, emphasizing the negative impact of tariffs on global trade rules [9][13] Group 4 - The US has expanded its tariff measures to include heavy-duty truck imports, further broadening the scope of its trade policy to cover various sectors, including basic industries and transportation [12][18] - China's export structure is shifting towards Europe and Southeast Asia, indicating a diversification strategy in response to high tariffs from the US [15][18] Group 5 - The US is experiencing increased import costs and inflation due to higher tariffs, which is suppressing consumer spending, particularly in agriculture and machinery sectors [17][18] - The ongoing trade conflict is evolving into a long-term structural confrontation, with both countries adopting clear and strategic paths in their trade policies [20]
特朗普传重磅沪金突破九百元大关
Jin Tou Wang· 2025-10-09 03:01
Group 1 - Gold futures are currently trading around 911.20 yuan per gram, with a slight increase of 0.46% [1] - The highest price reached was 918.88 yuan per gram, while the lowest was 903.40 yuan per gram, indicating a bullish short-term trend [1] - Key resistance levels for gold futures are identified between 876 yuan per gram and 880 yuan per gram, with important support levels ranging from 829 yuan per gram to 860 yuan per gram [4] Group 2 - The Trump administration has decided not to impose tariffs on foreign generic drugs, following months of internal debate [3] - The administration's investigation under the Trade Expansion Act of 1962 had previously considered a 100% tariff on brand-name drugs, which was postponed to allow for negotiations [3] - The decision not to impose tariffs on generic drugs significantly reduces the scope of the investigation and contradicts previous campaign promises [3]