欧盟贸易部长们一致表示，仍希望在截止日期前与美国达成协议以避免破坏性关税，但同时也做好了报复准备。主持会议的欧盟轮值主席国丹麦 外交大臣拉斯穆森称，美国的关税威胁"绝对不可接受"，"我们希望达成公平协议，但若遭遇不公平关税，就应做好反制准备"。法国贸易部长洛 朗·圣 - 马丁认为制定报复计划应"没有禁忌"，周末的挫折要求欧盟重新考虑策略。 在与部长们会晤前，谢夫乔维奇警告，若特朗普真征收30%关税，美欧贸易将"几乎不可能"，实际就是禁止贸易。事实上，欧盟已准备了一份涉 及价值210亿欧元美国进口商品的单独清单，旨在回应特朗普对钢铁和铝征收的关税。欧盟委员会主席冯德莱恩13日宣布，将把这些反制措施推迟 至8月初实施，且欧盟倾向于与美国协商解决问题的立场不变。（陈十一） 此前，特朗普宣称若8月1日前未能达成协议，将对欧盟商品征收30%关税，这一税率明显高于其4月公布的针对欧盟20%的对等关税税率。今年4 月初，特朗普宣布对所有来自欧盟的进口商品征收20%"对等关税"，随后给予90天暂缓期，期间仅征收10%基准关税。目前，美国对欧盟钢铝产 品征收50%关税，汽车领域征收25%关税，几乎所有其他商品征收10%基准关税 ...

机构分析：特朗普征收30%关税可能使欧元区濒临衰退 金十数据7月15日讯，牛津经济研究院的Angel Talavera说，对欧盟进口到美国的商品征收30%的关税可 能使欧元区濒临衰退。特朗普威胁说，如果双方不能达成贸易协议，他将从8月1日起把对欧盟商品征收 的关税从10%提高到30%。Talavera表示，这可能是特朗普的谈判策略，但根据该机构的计算，如果高 关税落地，欧元区未来两年的集体增长率可能会下降0.3个百分点。在这种情况下，欧元区经济将在未 来几个季度停滞不前，并接近持续衰退。他补充说："关税将超过我们基线假设的10%的风险现在已大 大增加。" ...

Market Overview - The A-share market experienced a significant adjustment after four consecutive days of selling pressure during the closing auction, with the Shanghai Composite Index dropping nearly 1% and the Hang Seng Technology Index reversing from a 2% gain to a decline [1][3][4] Market Dynamics - There have been unusual phenomena in the A-share market, including persistent selling during the closing auction, particularly affecting large-cap stocks, which has led to a lack of profitability for many investors [2][8] - The major contributors to the market decline were large-cap stocks such as Agricultural Bank of China, Industrial and Commercial Bank of China, and Kweichow Moutai, which collectively accounted for significant points lost in the indices [4][5] Sector Performance - Sectors such as electricity, coal, real estate, and liquor saw the largest declines, with nearly 4,700 stocks in the Shanghai and Shenzhen markets experiencing losses [3][4] External Influences - Recent comments from former President Trump regarding potential tariffs on Russia may have had some impact on market sentiment, although the immediate market reaction was muted [6][10] Future Outlook - Analysts suggest that while the current market rebound may face challenges, the overall liquidity situation is expected to remain stable due to ongoing domestic policy support and potential external catalysts [10][11]

Group 1 - The Mexican Ministry of Economy rejects the U.S. decision on tomato tariffs, stating that the tariffs are unfair and contrary to the interests of Mexican producers and the U.S. industry [1]

Group 1 - The U.S. will impose a 17% tariff on most tomatoes imported from Mexico [1]

智通财经7月14日电，据央视新闻，当地时间14日，丹麦外交大臣拉斯穆森在布鲁塞尔表示，欧盟成员 国认为特朗普威胁对欧盟出口商品征收30%的关税"绝对不可接受"。 丹麦外交大臣：美方向欧盟征收30%关税不可接受 ...

金十数据7月14日讯，忠利投资公司宏观研究主管托马斯・亨佩尔在一份报告中写道，美国担心贸易关 税会对本国经济造成冲击，这可能会帮助欧盟避免高额进口关税。特朗普周末誓言要从8月1日起对欧盟 商品加征30%的关税，这使得双方仅有几周时间来敲定一项协议。亨佩尔表示， 美国担心关税可能会 推高物价通胀，同时拖累经济增长，这将增强欧盟的谈判地位。他说："已实施关税的影响很快就会体 现在美国的物价上。"芝加哥联邦储备银行行长古尔斯比上周警告称，关税进一步扰乱了通胀前景，并 推迟了美国可能的降息举措。 分析师：美国担忧关税冲击本国经济 或助欧盟避高额关税 ...

金十数据7月14日讯，欧洲股市周一下跌，汽车股领跌，美国总统特朗普最近威胁要对欧盟和墨西哥征 收高额关税，这让投资者感到不安。欧洲斯托克600指数盘初下跌0.6%，至544.3点。除英国富时100指 数上涨0.2%外，其他地区股指出现下跌。特朗普周六威胁要从8月1日起对从欧盟和墨西哥进口的商品 征收30%的关税。作为回应，欧盟周日表示，将把暂停对美国关税的反制措施延长至8月初，并继续推 动谈判解决。周一，意大利外交部长表示，如果双方未能达成协议，欧盟已经准备好了一份价值210亿 欧元（245亿美元）的美国商品关税清单，这加剧了贸易动荡。欧洲汽车股下跌1.4%，零售股下跌1%。 特朗普对欧盟和墨西哥的新关税威胁导致欧洲股市下跌 ...

Core Viewpoint - The European Union (EU) is preparing to respond collectively with other countries affected by the new tariffs imposed by the United States, particularly targeting a 30% tariff on products from Mexico and the EU starting August 1, 2025 [1]. Group 1: EU's Response to US Tariffs - The EU is coordinating with Canada and Japan to discuss potential joint actions against the new tariffs [1]. - The EU has a current retaliation list that will impact approximately €210 billion ($245 billion) worth of US goods, along with an additional list worth €720 billion for further measures [2]. - EU Commission President Ursula von der Leyen stated that while the EU has paused countermeasures until August 1, they are preparing further retaliation measures to ensure readiness [1][2]. Group 2: Trade Negotiations Focus - Ongoing negotiations between the EU and the US are centered on unresolved issues, particularly concerning automotive and agricultural tariffs [5]. - The preliminary agreement discussed includes a 10% tariff on most EU exports and a proposed 17% tariff on agricultural products from the EU [5]. - The EU aims to keep agricultural export tariffs below 10% and opposes mechanisms that would allow tariff reductions in exchange for investments, to prevent production shifts [5]. Group 3: Use of Trade Tools - The EU's most powerful trade tool, the Anti-Coercion Instrument (ACI), is not currently being activated, as stated by von der Leyen [3]. - French President Emmanuel Macron emphasized the need for credible countermeasures, including the ACI, if no agreement is reached before August 1 [4].

Group 1 - The Japanese government prioritized the removal or reduction of auto tariffs in negotiations with the U.S., but the U.S. announced a new 25% tariff starting August 1, which has led Japanese automakers to significantly lower export prices to maintain competitiveness [1][3] - The price index for Japanese passenger cars exported to North America fell to 86.8 (2020=100), a year-on-year decrease of 19.4%, marking the largest drop since 2016 [3] - In May, Japan's exports of cars to the U.S. decreased by 24.7% year-on-year, amounting to 363.4 billion yen, with an average price per vehicle dropping by 21.7% compared to the previous year [3] Group 2 - Despite lowering prices, Japanese car brands in the U.S. are still affected by tariff costs, with Toyota raising prices by an average of $270 per vehicle and Mitsubishi increasing prices by an average of 2.1% [4] - Analysts suggest that Japanese automakers could build new factories in the U.S. to avoid tariffs, but this requires significant investment and time, along with restructuring their global supply chains [4] - The Japanese government may abandon efforts to lower auto tariffs and instead seek to negotiate reductions on other items, as the U.S. seems unwilling to lower auto tariffs due to trade deficit concerns [4]