【环球网报道 记者 闫珮云】据美国彭博社当地时间23日报道，加拿大外交部长阿南德将在未来几周内 访问中国和印度，寻求改善与两国紧张关系。 阿南德在美国纽约举行的联合国大会期间接受采访时表示，加拿大必须"确保我们与'印太地区'的重要 经济大国的双边关系"。她还称，她将与中印讨论如何在近年来困扰加拿大与中印两国关系的问题上开 展合作。阿南德表示，她计划在访问期间推进加拿大在贸易、气候变化、国防和安全方面的利益。 彭博社分析称，加拿大前总理特鲁多任内发生的争端使加拿大与中美两国陷入紧张关系，现任总理卡尼 正致力于缓和这种局面。与此同时，美国的贸易保护主义政策愈发凸显加拿大多元化贸易关系的必要 性。而同时由于加拿大政府2024年10月以"保护本土产业"为由、跟随美国政策分两阶段对中国电动汽车 和钢铝产品分别加征100%和25%的歧视性关税，中国自今年8月14日起对加拿大油菜籽采取临时反倾销 措施，征收75.8%的保证金。围绕油菜籽、猪肉和海产品贸易，加拿大经济遭受了更大冲击。 据了解，加拿大是全球最大的油菜籽生产国和出口国，占据了全球油菜籽贸易量的50%以上，而中国一 直是加拿大油菜籽出口的主要目的地。 加拿大《环球 ...

Core Viewpoint - The trade dispute between China and Canada over canola seeds is escalating, with China imposing a 73% deposit on imports, leading to a complete halt in canola seed imports from Canada, which typically exceeds 4 million tons annually [1][3]. Group 1: Trade Dynamics - China has begun to source canola seeds from Australia, ordering up to 9 ships, each carrying 60,000 tons, to compensate for the supply gap created by the halt in imports from Canada. This order represents 8% of China's total canola seed imports last year [3]. - The Canadian government is facing pressure from its domestic canola industry to negotiate with China, as the halt in exports has led to significant anxiety among producers [1][4]. Group 2: Political Context - Canadian Prime Minister's recent statements indicate a willingness to negotiate with China, but analysts believe that actual cancellation of tariffs is unlikely due to strong anti-China sentiments within Canadian politics [4]. - The Canadian government has been criticized for its approach to the trade dispute, with accusations of arrogance and shortsightedness, as it failed to recognize the seriousness of the situation until China sought alternative suppliers [5]. Group 3: Market Impact - The halt in canola seed exports has resulted in a loss of access to a $4.9 billion market for Canada, with an average loss of several thousand dollars per farmer in the western regions [5]. - Australia's improved relations with China and its logistical advantages position it as a strong alternative supplier, allowing China to diversify its sources and reduce reliance on a single supplier [5].

欧洲再次上演苦情戏 事情的发展完全在预料之中。 9月16日，中国欧盟商会主席彦辞在记者会上大吐苦水，声称中国的稀土出口管制过于严格，导致欧洲企业面临停产危机，损失惨重。这番说辞乍听之下似 乎情有可原，但仔细推敲就会发现漏洞百出。 数据背后的真相 彦辞特别提到，在商会提交的约140份稀土出口许可证申请中，获批的不足四分之一，批准率仅20%左右。表面看确实管控严格，但关键在于：这个标准并 非突然实施。早在2025年4月4日，中国商务部和海关总署就发布公告，明确对钐、钆等7类中重稀土实施出口管制。而就在公告发布前两天，美国时间4月2 日，特朗普政府刚刚宣布对华加征对等关税。时间点的精准对应，充分展现了中国反制措施的及时性。 欧洲的双标困境 讽刺的是，欧洲一方面紧跟美国对华施压，另一方面又指望中国维持原有的稀土供应。这种既要...又要...的思维实在令人费解。《日经亚洲》报道称，欧盟 商会警告稀土管制可能导致欧洲制造商数日内停产。但明眼人都清楚，这完全是自作自受——正是欧盟追随美国挑起贸易争端，才导致如今的局面。 稀土的战略价值 为何欧洲如此紧张？因为这7类中重稀土是制造耐高温磁铁的核心材料，广泛应用于军工（战斗机、 ...

美国农业部长罗林斯表示，特朗普政府正在制定计划，准备动用关税收入来资助一个项目，以支持美国农民应对因出口销售下滑和投入成本上涨而面临的困境，迎接收获季。“通过现正流入美国的关税收入来为这项援助计划提供资金是‘绝对有可能的’”。罗林斯将美国农民面临的困境归咎于拜登政府的贸易政策。 https://t.co/2Ahd7fqwmO外汇交易员 (@myfxtrader):美国大豆协会周二致特朗普的信函写道：“大豆种植户正面临巨大的财务压力。价格持续下跌，与此同时，我们的农民却在投入和设备上花费巨额资金。美国大豆种植户无法承受与我们最大客户之间长期的贸易争端。” ...

Core Viewpoint - The U.S. has added 23 Chinese companies to its export control "entity list," including 13 semiconductor-related firms, as a strategy to gain leverage in upcoming negotiations with Spain [1] Group 1: U.S. Actions - The U.S. aims to increase its bargaining power by imposing export controls on Chinese companies [1] - The list includes companies from various sectors, such as biotechnology and aerospace remote sensing [1] Group 2: China's Response - In retaliation, China is initiating anti-dumping investigations against U.S. analog chips, targeting a vulnerable area of the U.S. semiconductor industry [1]

Group 1 - The report by Citigroup Wealth highlights that family offices in the Asia-Pacific region are more proactive in response to tariffs, allocating funds to defensive asset classes, regions, and industries [1][2] - A significant majority (83%) of Asia-Pacific family offices expect their investment portfolios to yield returns exceeding 5% this year [1] - The Asia-Pacific family offices are among the most internationalized globally, with 76% of respondents operating across the globe [1] Group 2 - Trade disputes and U.S.-China relations are the primary considerations for family offices in their investment strategies [1][2] - Following the announcement of U.S. tariff measures, 39% of family offices adopted active management strategies, shifting towards defensive asset classes and hedging strategies [2] - The report indicates that geopolitical situations and government measures to attract capital are prompting family offices to reassess asset allocation locations [2] Group 3 - The survey included 346 family office respondents from 45 countries, with 29% from the Asia-Pacific region, conducted in June and July [2] - The findings reflect the expectations and strategic changes of family offices since the U.S. announced tariff measures earlier this year [2] - The report emphasizes the active leadership role of Asia-Pacific family offices in internationalization and next-generation wealth education [2]

全球目光聚焦西班牙马德里，这座历史悠久的城市正见证着中美新一轮经贸磋商。据国内外权威媒体报道，美国代表团由财政部长贝森特和贸易代表格里尔 带队，而中国方面则派出了经验丰富的经济专家何立峰作为主谈人。 持续六小时的闭门会谈让守候在门外的记者们望眼欲穿。当美国财长贝森特最终现身时，他只留下明日继续四个字，对谈判内容守口如瓶。这种谨慎态度引 发外界诸多猜测：既可能是为了避免说错话，也暗示着谈判已进入最艰难的攻坚阶段。 这场被称作11月终极对决前热身赛的谈判，表面是贸易争端，实则是两国综合实力的全面较量。美方延续了前任政府的产业转移策略，试图通过高关税迫使 制造业流向东南亚，同时维持对中国商品约30%的关税壁垒。而中国方面则在稀土资源、科技发展和关税政策三大核心领域寸步不让。 知情人士透露，谈判主要围绕三个关键议题展开，每个都可能成为重新点燃贸易战的导火索： 值得一提的是，在中美博弈之际，东道主西班牙意外成为受益者。近年来美西关系因巴以问题、军费分摊等矛盾不断，西班牙总理桑切斯今年访华时称中国 为战略伙伴更引发美方不满。选择马德里作为谈判地点可谓妙招——既提升西班牙国际地位，又为欧盟内部制衡美国影响力增添砝码。 场外 ...

Group 1 - The recent communications between Chinese and U.S. defense and foreign ministers indicate a willingness to enhance cooperation and improve bilateral relations [1][2] - The discussions occurred during a sensitive period for the two largest economies, with a recent extension of the tariff "truce" for 90 days until early November to address trade disputes [1] - Both sides emphasized the importance of respecting each other's core interests, particularly regarding Taiwan, and the need for constructive dialogue to manage differences and explore practical cooperation [2][3] Group 2 - The U.S. Secretary of State highlighted the significance of open and constructive communication on various bilateral issues, continuing discussions from a previous meeting in Malaysia [2] - The recent high-level military exchanges mark a significant step in U.S.-China relations, with both sides expressing a commitment to avoid conflict and maintain stable military relations [2][3] - The dialogue also referenced historical cooperation during World War II, setting a positive tone for future U.S.-China relations [3]

Core Viewpoint - The article highlights the severe crisis faced by Canadian canola farmers due to a sudden shift in trade policies, leading to a drastic reduction in exports to China and a significant drop in market prices [2][4][5]. Group 1: Trade Crisis - Canadian canola exports to China have plummeted from 1.2 million tons to 360,000 tons, a staggering decline of 70% [4][5]. - The Chinese market, which previously relied on Canadian canola for over 90% of its imports, has quickly shifted to new suppliers like Australia and Ukraine, with imports from non-Canadian sources rising to 43% in less than a year [4][5]. - The crisis has resulted in Canadian farmers facing storage issues, with warehouses overflowing and new harvests at risk of spoilage [4][11]. Group 2: Government Response - Canadian Prime Minister Carney announced the formation of a high-level delegation to visit China, aiming to rebuild bilateral trust amidst growing political pressure [7][9]. - The Canadian government is under increasing pressure from agricultural associations to lift retaliatory tariffs on Chinese goods, as each day of delay results in further loss of market share [9][10]. - The government has initiated a formal review of tariffs on Chinese electric vehicles, steel, and aluminum, signaling a potential shift in policy to address the crisis [9][10]. Group 3: Market Dynamics - The price of canola futures has been in a continuous decline for 21 trading days, marking the longest downturn since the 2008 financial crisis, indicating a collapse in investor confidence [11][14]. - Despite the turmoil in Canada, the Chinese market has maintained stability in supply and prices, with only a minor increase of 0.3% in domestic canola oil prices [4][14]. - The article emphasizes that Canada must adopt a more pragmatic approach in negotiations with China to regain its market position, as the global supply chain is rapidly evolving [16].

Group 1 - The Canadian government is reviewing the current tariff rates on electric vehicles, steel, and aluminum imported from China, aiming to regain access to the Chinese market for canola, which is Canada's largest agricultural export [1][2] - A trade delegation from Saskatchewan, led by Premier Scott Moe, will visit China from September 6 to September 9 to advocate for the removal of punitive tariffs on Canadian canola [1][2] - The Canadian Ministry of Finance is also assessing whether to maintain the current tariffs on Chinese electric vehicles, steel, and aluminum, as imports of these products have significantly decreased since the tariffs were implemented [1][2] Group 2 - Canada imposed a 100% tariff on electric vehicles and a 25% tariff on steel and aluminum from China in October 2022, following the U.S. lead [2] - China initiated an anti-dumping investigation against Canadian canola on September 9, 2022, leading to a temporary anti-dumping measure with a 75.8% deposit starting August 14, 2025, which has severely impacted Canadian canola exports [2] - The ongoing trade dispute has prompted discussions in Canada about potentially removing tariffs on Chinese electric vehicles to alleviate the pressure on canola exports [2][3] Group 3 - The Chinese Ministry of Commerce has extended the anti-dumping investigation period for Canadian canola until March 9, 2026 [3]