芬太尼关税
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对等关税被美国法院叫停,对华加征关税将终止?大概率还是加30%
Sou Hu Cai Jing· 2025-05-29 05:58
Group 1 - The recent ruling by the U.S. International Trade Court has blocked the "reciprocal tariffs" imposed by the Trump administration, indicating a significant check on the government's tariff policies [1][3]. - The initial round of tariffs against China, initiated in 2018, has established a legal framework that is unlikely to change in the short term, with a focus on the newly introduced tariffs this year [3][5]. - The "Fentanyl Tariff," which imposes a 20% tariff on Chinese goods, remains unaffected by the court's ruling, while the 10% "reciprocal tariff" is currently frozen but not entirely canceled [5][8]. Group 2 - The Trump administration has initiated an appeal against the court's decision, which may eventually reach the Supreme Court, where a conservative majority could potentially overturn the lower court's ruling [5][6]. - Even if the "reciprocal tariff" is deemed illegal, the Trump administration may find alternative justifications to impose tariffs, as demonstrated by the strategic use of the "Fentanyl Tariff" [8]. - The ongoing trade tensions necessitate a robust response strategy, including utilizing WTO dispute resolution mechanisms and enhancing domestic supply-side reforms to stabilize the economy [10].
一刻也不消停?美国又掀起一股风浪,想要全球封杀芯片,中方决不答应
Sou Hu Cai Jing· 2025-05-20 16:02
Group 1 - The core point of the article is the recent adjustment of tariffs between China and the United States, where both countries have agreed to cancel 91% of additional tariffs and suspend 24% of reciprocal tariffs, marking a temporary easing of trade tensions [1][3] - Following the tariff adjustments, there has been a surge in demand from American buyers for Chinese goods, with many U.S. companies pre-loading containers in anticipation of the changes [3][5] - The logistics company ITS Logistics predicts a 20% increase in shipping costs from China to the U.S. West Coast in the coming weeks, indicating a critical period for inventory accumulation for shippers and carriers [3][5] Group 2 - Despite the short-term benefits, U.S. businesses, especially small enterprises, express concerns about the potential policy shifts after the 90-day period, as they still face a 30% tariff burden [5][6] - The ongoing fentanyl tariff issue remains contentious, with the U.S. imposing additional tariffs on China under the pretext of fentanyl control, which China disputes [6][8] - The future trajectory of U.S.-China trade relations hinges on negotiations regarding the suspended tariffs and the fentanyl tariffs, emphasizing the need for constructive dialogue to resolve underlying tensions [8][9]
外交部称“芬太尼关税”损中美合作 超九成网友批美“霸凌成瘾”
Yang Zi Wan Bao Wang· 2025-05-13 10:42
Core Points - The Chinese Foreign Ministry criticized the U.S. for imposing a "fentanyl tariff," claiming it undermines dialogue and cooperation in drug control between the two countries and harms China's interests [1] - A CGTN poll indicated that 91.8% of respondents view the U.S. action as political manipulation and tariff bullying, aimed at covering up its own failures in drug control [1] - The poll revealed that 91% of respondents believe drug abuse is a major threat to American lives, and 94.8% see drug proliferation as a chronic issue in U.S. society [1] Summary by Sections U.S. Drug Problem - Fentanyl is identified as a U.S. issue rather than a Chinese one, with the responsibility lying within the U.S. itself [1] - The CDC reports that among approximately 280 million Americans aged 12 and older, 1 in 12 is involved in drug use, with around 60% of global drug production entering the U.S. [1] Public Sentiment - Concerns about the rising trend of drug use among American youth are prevalent, with respondents expressing disbelief that the country with the highest drug prevalence is also the largest economy [1] - 92.8% of respondents believe the current situation reflects a significant failure of the U.S. government in regulating drug abuse [1] Government Response - The U.S. government has been criticized for its lack of action in controlling prescription drugs and educating the public about drug dangers, while also being accused of promoting drug legalization for economic interests [1] - 90.8% of respondents think the U.S. is attempting to shift the blame for its drug abuse issues onto other countries, which undermines international drug control cooperation [1]
外交部最新回应!
券商中国· 2025-05-13 06:50
Group 1 - The core viewpoint of the article emphasizes China's stance on the U.S. imposing a 20% special tariff on Chinese exports under the pretext of fentanyl issues, asserting that fentanyl is primarily a U.S. problem and not a Chinese one [1] - The Chinese government expresses that the U.S. has ignored China's goodwill and that the imposition of tariffs severely impacts the dialogue and cooperation between the two countries in drug control [1] - The spokesperson urges the U.S. to engage in dialogue with China in a manner that is equal, respectful, and mutually beneficial, rather than resorting to blame and smear tactics [1]
中美联合声明传递的信号:中美贸易摩擦达峰兑现
ZHESHANG SECURITIES· 2025-05-12 12:56
Group 1: Trade Tariff Changes - The overall tariff level imposed by the U.S. on China will decrease from 145% to approximately 30% within the next 90 days[1] - The current U.S. tariffs consist of a 20% fentanyl tariff and a 34% "reciprocal tariff," which will be reduced to 10% in the next 90 days[2] - The U.S. has committed to canceling an additional 91% retaliatory tariffs imposed since April 8, 2025, while China will also eliminate corresponding retaliatory measures[3] Group 2: Economic Impact and Future Outlook - The impact of U.S. tariffs on China's GDP is estimated to be around -1%, with a potential reduction in exports by approximately 1.3 trillion RMB based on a 30% tariff level[3] - The future trajectory of the fentanyl tariff may see gradual reductions, as discussions on this issue were highlighted in recent negotiations[4] - The "reciprocal tariff" is expected to stabilize above 10% after the initial 90-day period, reflecting ongoing trade deficit concerns[5] - The necessity for significant counter-cyclical policy adjustments in China is expected to decrease, with a positive outlook for technology stocks due to improved market risk appetite[8]