Group 1 - The US-China trade war has intensified, with the US experiencing a GDP contraction of 0.3% in the first quarter, signaling economic distress, while China remains composed and seeks external support [1][3][9] - OPEC+ has unexpectedly announced an increase in oil production, which could lower oil prices and alleviate inflation, indirectly benefiting China by reducing its energy import costs [3][5][11] - The BRICS nations have criticized unilateral trade protectionism, signaling a collective stance against the US's high tariff policies, which could undermine US diplomatic influence [7][9][11] Group 2 - The US's reliance on shale oil has made it vulnerable to OPEC+ actions, as increased production could squeeze the profit margins of high-cost shale oil producers, challenging Trump's energy strategy [5][11] - The US's traditional role as a rule-maker in global trade is being challenged by emerging economies, which could lead to a loss of influence and credibility for the US [7][9] - Domestic challenges for the US include a tightening of immigration policies that may drive away top talent, further threatening its technological and innovative edge [11][9]

越南总理范明政（右）与日本首相石破茂在会谈前握手（4月28日，河内，Kyodo） 两位首相在会谈后交换了文件，内容涉及在安全、经济和人材交流方面加强合作。双方确认2025 年内在日本召开首次外务和防卫副部长级2+2会议。 安保领域将以防卫装备和技术合作为主。考虑充分利用向志同道合的国家无偿支援防卫装备等 的"政府安全保障能力强化支援（OSA）"。还将加强合作，以应对海外有组织的诈骗和网络犯 罪。 在经济领域，双方将探索在半导体、人工智能（AI）、量子技术等前沿领域、以及防灾和强化供 应链方面的合作。建立有利于日本企业在越南投资的环境。 越南在东南亚国家联盟（ASEAN）内保持着很高的增长率。2024年国内生产总值（GDP）增长 率超过7%，并提出了2025年达到8%的目标。 两国首相还讨论了应对美国特朗普政府关税措施的问题，明确了自由贸易的重要性。中国国家主 席习近平在4月中旬比日本首相石破茂稍早访问了包括越南在内的东南亚三国。在美国加征关税 之机，加强接近东南亚。 日本经济新闻（中文版：日经中文网）手塚悟史 河内报道 两位首相会后交换了文件。双方确认2025年内在日本召开首次外务和防卫副部长级2+2会议…… ...

Group 1 - A joint proposal from 36 German companies in China emphasizes the need for Germany to increase investment in China to maintain its economic significance, warning against the "de-risking paradox" [1] - The proposal highlights the importance of R&D collaboration with Chinese partners in future industries such as battery technology, autonomous driving, and humanoid robots, where China shows strong leadership [1] - Many German companies derive over one-third of their revenue from China, with some innovation activities deeply localized, indicating the critical role of the Chinese market in their global competitiveness [1] Group 2 - Recent improvements in China's business environment and market access have increased predictability for German companies, with a projected 25% increase in new investments in China in 2024, amounting to €5.7 billion [2] - A survey indicates that 92% of members of the German Chamber of Commerce wish to remain in the Chinese market, reflecting a rational choice amidst complex geopolitical conditions [2] - The German government’s coalition agreement emphasizes cooperation with China in alignment with German and European interests, particularly in addressing global challenges [2] Group 3 - The shared interests of China and Germany in maintaining a free trade system are becoming more apparent against the backdrop of U.S. tariff policies, with both countries being manufacturing and technology powerhouses [3] - There is significant potential for cooperation in areas such as digital transformation, green energy, and climate governance, which can enhance global economic stability [3] - The current economic dynamics suggest that China's growth potential and market stability are crucial for Germany, advocating for a more confident and pragmatic approach to bilateral relations [3]

以下文章来源于新能源产业家 ，作者陈帅 新能源产业家 . 中国新能源产业智库，聚焦赛道上的关键产品，关键人物。集深度报道、展览会议、产业研究为一体的 综合产业服务平台。 -广告- 关注公众号，点击公众号主页右上角" ··· "，设置星标 "⭐" ，关注 鑫椤储能 资讯~ 在几乎以一己之力摧毁了战后贸易体系的"对等关税"被美国祭出以后，许多行业都陷入了深深的恐 慌感。而且也忍不住问自己一个问题： 如果从战后开始，维持了 80 年的自由贸易体系真的要结束，如果真的关税的大门在大洋两岸垒 起，这个行业还会好吗？ 尤其是以中国的产能，供应全世界的储能需求的储能行业，还会好吗？ 甚至进一步，还会存在吗？ 我们的判断是： 会疼，但不会毁灭。 我们可以用三个词来概括储能行业未来在美国的境遇： 如梗在喉、刀刺在背、利刃在手。 虽然大家都在疯狂吐槽美国的制造能力，但不得不说，至少美国的地图产能，或者说 PPT 产能， 目前还是拉起了不少量的。 01 如鲠在喉 在懂王的激情操作下，中国企业储能卖到美国的 成本基本上翻番，相当于一颗电池半颗税的水 平。 | 关税类型 | 科科区 | 智施时间 | 加征理由/背景 | 禮音演詞 | ...