正在接受采访的韩国总理金民锡（9月8日，首尔市内的政府大厦） 韩国总理金民锡首次接受日本媒体采访，关于CPTPP强调"从进一步加强韩国和日本经济合作 的角度来看，持积极的态度"。韩国和日本没有签署双边自由贸易协定（FTA），对韩国而言 加入CPTPP就是实际上签署"韩日FTA"…… 韩国总理金民锡在首尔市内的政府大厦接受了日本经济新闻（中文版：日经中文网）的独家 采访。表明了从重视亚洲经济圈的立场出发，正式讨论加入全面与进步跨太平洋伙伴关系协 定（CPTPP）的意向。 本次采访于9月8日进行。金民锡是韩国总统李在明的亲信，全面负责国政，这是他首次接受 日本媒体采访。 围绕石破茂首相宣布辞职，还提到了"后石破"时代的候选人。他表示"无论谁成为新总理，希 望都能关注、努力和注意，以防止出现与目前韩日友好关系和韩美日合作背道而驰的情况"。 关于CPTPP，金民锡强调称"从进一步加强韩国和日本经济合作的角度来看，持积极的态 度"。还从"亚洲圈整体经济合作"的观点阐述了加入的重要性。 美国特朗普政府向全世界征收对等关税和汽车等各领域关税。韩国被征收的对等关税为 15%，与日本和欧盟（EU）的税率相同，但对美出口有可能下 ...

新华社记者许嘉桐 杨骏 新华社内罗毕/北京9月8日电 题：关税风暴下非洲贸易的突围与新生 美国针对数十个贸易伙伴的所谓"对等关税"上月生效。其中，多数非洲经济体面临15%的关税，南 非输美商品更面临高达30%的关税。 非洲大陆自由贸易区：强化区域一体化 非洲大陆自由贸易区正成为应对外部市场波动的重要缓冲。非洲进出口银行报告显示，2024年非洲 商品贸易额反弹13.9%，达1.5万亿美元，显著扭转2023年下跌5.4%的局面；非洲内部贸易增长12.4%， 总额达2203亿美元。随着非洲大陆自贸区建设深入推进，这一强劲复苏势头有望延续。 面对关税带来的压力，非洲国家并未完全被动承受，而是展现出适应与调整能力。中非贸易基础坚 实、非洲大陆自由贸易区建设加速推进、与欧洲等传统伙伴的持续合作，以及印度和海湾国家等新兴市 场的积极补位，共同构成非洲应对外部挑战的多元防线。非洲正通过加强区域整合和拓展多元市场等措 施维护其在全球贸易中的地位。 多元市场结构缓解外部冲击 国际观察人士认为，最新关税显著改变了非美贸易合作框架，从基于发展合作的优惠机制转向所谓 的"对等贸易"和惩罚性关税。尽管如此，关税对非洲整体影响仍属可控。 ...

Group 1 - The trade relationship between Canada and China has faced significant challenges, particularly due to Canada's imposition of high tariffs on Chinese electric vehicles, which reached up to 100% during Trudeau's administration [1] - In response to Canada's unilateral actions, China implemented countermeasures, including tariffs on certain U.S. agricultural products, while maintaining restraint in the agricultural sector of the Canada-China trade [1] - In the latter half of this year, Canada escalated trade tensions by imposing tariffs on Chinese steel and other industrial products, prompting China to target Canada's canola seed industry with a requirement for exporters to pay over 71% in import guarantees [3] Group 2 - Canada imports approximately 4 million tons of canola seeds from Canada annually, accounting for 60% of its total exports, making the impact of China's countermeasures particularly severe on Canadian agriculture [3] - The Canadian government, facing pressure from its agricultural sector, signaled a desire to restart dialogue with China in mid-August, although China did not respond immediately due to Canada's failure to lift tariffs or show genuine negotiation intent [3][4] - A significant shift occurred when Canada's Finance Minister's office initiated a review of the tariffs on China, indicating a potential policy change as ongoing trade tensions have burdened domestic industries [4] Group 3 - The dual pressure from the U.S. trade protectionism, which includes tariffs on Chinese goods and restrictions on Canadian steel and aluminum, has led Canada to realize the risks of blindly following U.S. policies [6] - There is a growing consensus in Canadian business and political circles that over-reliance on the U.S. market poses significant risks, highlighting the need for trade diversification [6] - China's large market and evolving consumer demand present important growth opportunities for Canadian businesses, making it essential for Canada to adjust its trade policies towards China for sustainable economic development [6]

Core Insights - Brazil's exports to the U.S. significantly declined by 18.5% in August due to high tariffs imposed by the U.S., highlighting the negative impact of trade protectionism on bilateral economic relations [1][2] - In August, Brazil's total exports reached $29.9 billion, a year-on-year increase of 3.9%, while imports fell by 2% to $23.7 billion [2] - The U.S. tariffs have led to a notable decrease in Brazil's exports of key products such as iron ore, sugar, and aircraft, with exports to the U.S. dropping from $3.39 billion to $2.76 billion compared to the same period last year [2] - In contrast, Brazil's exports to China, India, Mexico, and Argentina saw significant growth, with increases of 31%, 58%, 43.8%, and 40.4% respectively [2] - For the first eight months of the year, Brazil's total exports amounted to $227.6 billion, a slight increase of 0.5%, while total trade reached $412.4 billion, up 3.2% year-on-year [2] - The U.S. has imposed a 40% tariff on Brazilian products since August, resulting in effective rates as high as 50%, severely impacting Brazil's export trade to the U.S. [2] - The Brazilian Coffee Exporters Association reported a 55.24% decrease in coffee exports to the U.S. in August compared to the previous year, with the U.S. being a major market for Brazilian coffee and orange juice [2] - Brazil's government expressed strong dissatisfaction with the U.S. tariff measures, with President Lula emphasizing Brazil's sovereignty and the intention to respond in kind under Brazilian law [3] - The U.S. tariffs are perceived not only as economic measures but also as politically motivated, linked to Brazil's judicial investigations into former President Bolsonaro, which Brazil firmly opposes [3] - Brazil is actively seeking to diversify its markets to reduce dependence on the U.S., achieving some success with increased exports to China and India [3] - The U.S. tariff policy is expected to continue affecting Brazil's economy and the global trade landscape, with calls for dialogue and cooperation to resolve trade disputes and maintain a stable multilateral trade system [3]

Core Viewpoint - The recent U.S. tariff policies are disrupting existing trade relations in Africa, prompting the need for African nations to diversify trade partnerships and enhance cooperation through the African Continental Free Trade Area (AfCFTA) to mitigate the impact of these tariffs [1][2]. Group 1: Impact of U.S. Tariffs - The changes in U.S. tariff rates may lead to economic instability for African economies that heavily rely on external markets [1]. - The new tariff policies are expected to significantly affect non-U.S. relations and accelerate the shift of Africa's strategic focus away from a U.S.-centric trade system [2]. Group 2: Recommendations for African Economies - African countries should leverage the AfCFTA platform to build more resilient regional value chains and strengthen internal trade [2]. - There is a need for African decision-makers to reassess trade strategies, reduce dependency on single markets, and enhance economic resilience to cope with the dual impact of increased tariffs and reduced foreign aid [2]. Group 3: Diversification of Trade Partnerships - Emphasis should be placed on diversifying trade partnerships, particularly towards Asia, with a focus on China, which has announced zero tariffs on 100% of products for 53 African countries [2]. - The strengthening of trade relations with China presents significant opportunities for African businesses to effectively respond to the disruptions caused by U.S. trade policies [2].

Core Points - The trade friction between Brazil and the United States has escalated rapidly, entering the WTO dispute resolution process, reflecting deeper issues in the global trade order [1] - The U.S. imposed high tariffs on Brazil's major export products under the guise of "national security," while Brazil opted to respond through multilateral mechanisms [1][2] Tariff Conflict - In April, the U.S. government announced a 10% tariff on Brazilian exports, seen as a "tentative warning," with minimal impact on key products like coffee and beef [2] - By July, the U.S. increased tariffs to 50% on most products, making Brazil one of the countries most affected by U.S. tariffs [2][3] - Brazil's Congress quickly passed a law allowing for retaliatory measures against U.S. imports, emphasizing the importance of national sovereignty and international rules [2][3] Economic Impact - The tariffs have led to a significant decline in Brazil's export expectations, with the export expectation index dropping to 46.6, marking a 21-month low [5] - The U.S. is Brazil's second-largest trading partner, accounting for 12% of Brazil's exports and 15.5% of imports, with a projected bilateral trade volume of approximately $91.5 billion in 2024 [5] - Key sectors such as coffee, beef, and steel are expected to suffer losses exceeding $1 billion due to the tariffs [5][6] Political Ramifications - The tariff conflict has become a sensitive issue in Brazil's election cycle, particularly affecting regions that heavily rely on exports to the U.S. [6] - Public sentiment towards the U.S. has soured, with negative perceptions rising to 48%, as many view the tariffs as an infringement on Brazil's sovereignty [6] Multilateral Challenges - Brazil has formally requested consultations with the WTO regarding the U.S. tariffs, accusing the U.S. of violating multiple trade rules [8] - Concerns have been raised about the effectiveness of the WTO's dispute resolution mechanism, particularly given the U.S.'s history of ignoring rulings under the pretext of national security [8][9] Strategic Adjustments - Brazil is diversifying its export strategy to reduce reliance on the U.S. market, strengthening ties with countries like China and India [9] - Initiatives include enhancing cooperation in agriculture and minerals, and increasing the use of local currency in trade [9][10] Conclusion - The U.S.-Brazil tariff dispute transcends bilateral issues, highlighting fractures in the global trade order, with Brazil seeking to leverage multilateral cooperation and adjust its export strategies [10]

Group 1: Trade and Economic Environment - China has become a top trading partner for 157 countries and regions, with a significant increase in trade volume, particularly with emerging markets, averaging over 10% annual growth since the "14th Five-Year Plan" [2][3] - The establishment of 19 new customs special supervision zones during the "14th Five-Year Plan" has led to a more than 30% increase in import and export value compared to the end of the "13th Five-Year Plan" [2] Group 2: Labor Market and Wage Policies - Multiple regions in China have raised their minimum wage standards, with Beijing increasing its monthly minimum wage from 2420 yuan to 2540 yuan, effective September 1, 2025 [4] - The increase in minimum wage is seen as a way to boost overall income for residents, although businesses may face challenges in raising wages due to current economic pressures [5] Group 3: Real Estate Market - Shanghai has introduced new real estate policies allowing families to purchase unlimited properties outside the outer ring, which is expected to stimulate demand in the housing market [6][7] - The new policies also include increased housing provident fund loan limits and support for using provident funds for down payments, significantly easing the financial burden on homebuyers [6] Group 4: Corporate Restructuring - Alibaba has restructured its business into four main categories, signaling a focus on core operations and a shift away from its previous "1+6+N" structure [8] - This restructuring comes amid increasing competition and market saturation in its primary business lines, indicating a strategic pivot towards more streamlined operations [9] Group 5: Semiconductor Industry - Intel has entered into an agreement with the U.S. government, which will invest $8.9 billion for a 9.9% stake in the company, making the government its largest shareholder [10] - This investment is part of a broader strategy under the CHIPS Act, which aims to bolster domestic semiconductor manufacturing, although it raises concerns about government influence on corporate decisions [11] Group 6: Consumer Electronics - Apple plans to launch significant design changes for its iPhone models over the next three years, including a new "iPhone Air" and a foldable model, aiming to rejuvenate consumer interest [12][13] - The focus on design changes comes as the iPhone's hardware improvements have reached a saturation point, necessitating a shift to aesthetic innovations to attract consumers [12][13] Group 7: Financial Markets - The large-denomination certificate of deposit (CD) transfer market has seen renewed activity, with interest rates for some transfers exceeding 4.65%, indicating a shift in asset allocation among residents [14] - The influx of funds into the stock market may lead to increased volatility if the anticipated capital inflow does not materialize, highlighting the importance of fundamental improvements for market stability [15] Group 8: Stock Market Performance - The stock market experienced a significant rally, with the Shanghai Composite Index nearing 3900 points and a record trading volume of 3.14 trillion yuan, indicating heightened investor activity [16][17] - However, the market's overall valuation is approaching a neutral to high stage, suggesting potential limitations on further upward momentum in the near term [17]

Core Insights - The Chinese Customs has made significant achievements during the "14th Five-Year Plan" period, focusing on international cooperation and high-quality development [1][5] Group 1: International Cooperation - Since the initiation of the "14th Five-Year Plan," Chinese Customs has signed 519 cooperation agreements with various countries, enhancing trade ties, especially with Belt and Road Initiative countries, where trade volume is expected to reach 22 trillion yuan in 2024, accounting for half of China's foreign trade [1] - Trade with emerging markets such as ASEAN, Latin America, Africa, and Central Asia has shown strong growth, with an average annual growth rate exceeding 10%, establishing solid trade partnerships with 157 countries and regions [1] Group 2: Security and Risk Management - The Customs has implemented a robust risk prevention system, overseeing an impressive annual import and export volume of 5.2 billion tons, valued at 41.5 trillion yuan, ranking first globally [3] - During this period, Customs intercepted 5.15 million prohibited items, detected over 180,000 cases of infectious diseases, and processed more than 200,000 batches of substandard goods, effectively mitigating potential security risks [3] Group 3: Trade Facilitation and Innovation - To enhance customs efficiency, the Customs has accelerated the construction of a smart customs system, with the international trade "single window" now covering 964 service items, facilitating a seamless cross-border trade process [3] - The "smart travel inspection" system has been implemented at most air ports, significantly improving passenger clearance efficiency [3] Group 4: High-Quality Development - The Customs has innovated regulatory models for cross-border e-commerce, overseas warehouses, and "bonded+" new business formats, injecting new momentum into regional economic development and ensuring supply chain stability [4] - In 2024, China's goods trade volume is projected to reach 43.8 trillion yuan, maintaining its position as the world's largest for eight consecutive years, with a year-on-year growth of 3.5% in the first seven months, including a 7.3% increase in exports [4]

Core Insights - The press conference highlighted the achievements of China's customs in safeguarding national security and promoting high-quality development during the "14th Five-Year Plan" period [1][2]. Group 1: Customs Achievements - Since the beginning of the "14th Five-Year Plan," China has added and expanded 40 open ports, bringing the total to 311, creating a comprehensive port opening layout across land, sea, and air [1][2]. - Special customs supervision areas, such as comprehensive bonded zones, contribute to 1/5 of the national import and export value despite occupying less than 0.00002 of the country's land area [2]. - The total value of China's goods trade is projected to reach 43.8 trillion yuan in 2024, maintaining its position as the world's largest for eight consecutive years [2]. Group 2: Trade and Economic Growth - In the first seven months of this year, China's imports and exports grew by 3.5% year-on-year, with exports increasing by 7.3%, showcasing the resilience and vitality of the foreign trade sector [2]. - The export of "new three samples" is expected to increase by 2.6 times from 2020 to 2024, indicating a significant enhancement in export quality [2]. - The average annual growth rate of imports and exports is 7.9%, with eastern regions stabilizing and improving quality while central and western regions are gaining momentum [2]. Group 3: International Cooperation - China has signed 519 cooperation documents since the start of the "14th Five-Year Plan," emphasizing its commitment to multilateral trade and opposition to unilateralism [3]. - Trade with Belt and Road Initiative partners is projected to reach 22 trillion yuan in 2024, accounting for over half of China's total trade [3]. - China has become one of the top three trading partners for 157 countries and regions globally, highlighting its growing international cooperation and responsible global role [3]. Group 4: Future Plans - The customs authority plans to implement better regulation, higher security, greater convenience, and stricter measures against smuggling to contribute to China's modernization efforts [5].

Core Viewpoint - The article discusses India's strategic response to the U.S. tariffs imposed by the Trump administration, highlighting the multifaceted approach taken by the Modi government to mitigate economic impacts and explore alternative partnerships [1][12]. Group 1: Economic Impact - The U.S. imposed punitive tariffs of up to 50%, significantly affecting Indian exports, particularly in the diamond industry, where orders from the Surat diamond processing center plummeted by 40% [1][3]. - Signet Jewelers, a major U.S. jewelry company, faced severe supply chain disruptions, impacting 30% of U.S. jewelry businesses reliant on Indian supplies [1]. Group 2: Military and Energy Responses - India froze military purchases worth $3.6 billion, indefinitely suspending the Boeing P-8I deal, leading to unexpected losses for the U.S. defense industry [3]. - Russia emerged as a key ally for India in the energy sector, with India importing an average of 2.1 million barrels of oil per day from Russia, far exceeding imports from Saudi Arabia and Iraq [5]. Group 3: Trade Diversification and Currency Strategies - India accelerated its "de-dollarization" efforts, simplifying cross-border payment processes and adopting a rupee-ruble mechanism for trade with Russia, saving over $5 billion [6]. - The Indian business community initiated a "replacement market" strategy, focusing on ASEAN, the Middle East, and Africa, while negotiating significant trade agreements with the UK and other regions [6]. Group 4: Agricultural Stance and Geopolitical Dynamics - The Modi government remains firm on agricultural issues, rejecting U.S. demands to open markets for genetically modified products, which could threaten the livelihoods of 600 million farmers [7]. - Geopolitically, while China criticized U.S. tariff policies, India's recent comments on Taiwan indicate ongoing tensions in U.S.-India relations, which complicate potential cooperation with China [7]. Group 5: Future Outlook - Goldman Sachs downgraded India's economic growth forecast to 6.1%, with the pharmaceutical, smartphone, and textile sectors being the most affected [13]. - Despite the challenges, India is exploring resource joint ventures with Russia, which could reshape traditional energy trade dynamics and enhance bargaining power for emerging Asian economies [13].