Group 1 - The EU faces a critical rare earth shortage, with a warning from the EU Ambassador to China that a solution must be found within 30 days to avoid jeopardizing the visit of the European Commission President [1][2] - The EU's reliance on China is highlighted by the fact that 98% of its rare earth magnet supply comes from China, which is essential for electric vehicles and green energy transitions [2] - China's response includes a new regulation requiring rare earth companies to report key technical personnel information to prevent core technology leakage, emphasizing that export controls are in line with international norms [3][5] Group 2 - The Chinese Ministry of Commerce announced anti-dumping duties on stainless steel imports from the EU, UK, South Korea, and Indonesia for five years, effective July 1, 2025, as a defensive measure against potential market disruptions [1][5] - The EU's trade imbalance is evident, with a significant increase in its trade surplus with China, reaching $117 billion in the first five months of 2025, a 23% increase from the previous year [2][8] - The EU's contradictory stance of seeking fair competition while imposing trade barriers is criticized, as it aims to process 40% of its rare earths domestically by 2030, despite lacking the necessary technology [8][9]

Core Insights - Indonesia reported a trade surplus of $4.3 billion in May, indicating a positive balance in its trade activities [1] - Imports increased by 4.1% year-on-year, reflecting a growing demand for foreign goods [1]

Core Viewpoint - In June, South Korea's exports rebounded, providing a temporary boost to the trade-dependent economy as companies accelerated shipments ahead of impending tariff increases on goods exported to the U.S. [1] Export and Import Data - June exports increased by 4.3% year-on-year, while overall imports rose by 3.3%, resulting in a trade surplus of $9.1 billion [1]. - The increase in exports is attributed to the urgency of companies to ship goods before the scheduled tariff hikes [1]. Tariff Concerns - South Korea's automotive and steel sectors, among others, are facing sector-specific tariffs on exports to the U.S. [1]. - Unless an agreement is reached, the overall tariff rate on other goods is set to rise from 10% to 25% starting July 9 [1]. - A senior trade official from South Korea indicated that expecting negotiations to conclude before the deadline is unrealistic, thus the focus is on seeking an extension and pursuing tariff exemptions [1].

► 文 观察者网 齐倩 报道称，近几个月来，中国稀土磁铁出口大幅下滑，全球汽车及其他高科技产品供应链因此受阻，欧洲 受到的影响尤为严重。尽管中国承诺加快审批速度，但在欧洲，稀土短缺问题依然持续存在。 托莱多称，总体而言，中欧间贸易和经济关系"不太明朗"。他还透露，欧盟委员会主席冯德莱恩和欧洲 理事会主席安东尼奥·科斯塔计划于下个月访华。 随后，托莱多开始"诉苦"，援引数据称，中国经济自2017年以来增长了40%，但欧盟对华出口却下降了 30%。他还声称，欧洲只是想要一个"公平的竞争环境"。 据彭博社6月25日消息，欧盟驻华大使豪尔赫·托莱多当天表示，欧洲请求中方理解欧洲企业的"恐惧和 顾虑"，磁铁短缺对欧企造成了"非常、非常严重"的影响。 托莱多称，欧盟希望中方可以在下个月解决对欧稀土磁铁出口问题。 今年4月，美国总统特朗普对华加征畸高关税后，中方迅速出手反制，包括对一系列关键矿产和稀土磁 铁实施出口管制。有业内人士透露，中方正在建立出口许可制度。随着管制影响显现，美西方企业哀 号"稀土荒"，开始联合媒体炒作所谓"稀土武器化"，企图展开对华舆论战。 对此，外交部发言人此前已明确表示，中方出台的出口管制措施符合 ...

欧洲央行：欧元区对美国的贸易顺差中近三分之一归因于美国企业。 ...

Group 1 - Dalian's total import and export value reached 191.98 billion yuan in the first five months, a year-on-year increase of 5%, surpassing the national growth rate of 2.5% and the decline of 1.8% in Liaoning province [1] - Exports amounted to 97.54 billion yuan, up 17.2%, while imports were 94.44 billion yuan, down 5.2%, marking the first trade surplus in nearly a decade [1] - The proportion of re-export trade significantly increased, with a total of 44.72 billion yuan in re-export trade, growing by 42.1% and accounting for 23.3% of total trade [1] Group 2 - State-owned enterprises' import and export value reached 21.46 billion yuan, growing by 16.7%, while foreign enterprises reported 64.62 billion yuan, an increase of 11.1% [2] - Private enterprises experienced a slight decline in import and export value, totaling 105.58 billion yuan, down 0.4% [2] - Shipbuilding products significantly contributed to export growth, with ship exports reaching 9.83 billion yuan, a 58.7% increase, accounting for 10.1% of total exports [2] Group 3 - The import growth rate was negatively impacted by petrochemical products, with crude oil imports at 43.48 billion yuan, down 6.8% [3] - Emerging markets showed strong momentum, with trade with Malaysia growing by 27.5% to 21.87 billion yuan [3] - Traditional markets also saw varied results, with exports to Japan increasing by 4.2% and to South Korea by 19.3%, while exports to Saudi Arabia decreased by 21.2% [3]

泰国商务部：泰国5月基于海关数据的贸易顺差为1.1亿美元。 ...

欧盟委员会主席冯德莱恩：欧盟对美国存在贸易顺差，这一局面可能会持续。 ...

金十数据6月16日讯，根据政府周一公布的数据，印度5月商品贸易逆差缩窄至218.8亿美元，低于分析 师预估的250亿美元，也低于4月的264.2亿美元。数据显示，5月商品出口为387.3亿美元，进口为606.1 亿美元。与此同时，印度贸易部长Sunil Barthwal表示，5月服务贸易顺差估计为146.5亿美元，服务出口 增至323.9亿美元，进口增至171.4亿美元。 印度5月贸易逆差缩窄 ...

Group 1 - Japan's Economic Revitalization Minister, Akizawa Ryozo, is negotiating with the U.S. regarding tariffs, focusing on a package plan targeting China's rare earth regulations and U.S. liquefied natural gas exports [1][3] - Japan believes it has advantages in rare earth processing, recycling, and reduced usage, proposing to assist the U.S. with technology in these areas, as well as in graphite and gallium [3] - Japan plans to increase imports of U.S. liquefied natural gas and purchase billions of dollars in semiconductors from U.S. companies, while also offering support for U.S. chip manufacturing [3] Group 2 - Japan's trade surplus with the U.S. is approximately $60 billion annually, making it difficult for Japan to solely reduce this surplus to satisfy U.S. demands [5] - Japan's strategy involves sacrificing third-party interests, particularly China, to maintain its own trade benefits, reflecting a form of diplomatic opportunism [5] - The U.S. has conflicting views among its officials regarding trade negotiations, complicating Japan's efforts to secure favorable terms [5][7] Group 3 - The chaotic negotiation environment, including disputes among U.S. officials, significantly reduces the likelihood of Japan reaching an agreement before the G7 summit [7] - Japan's attempts to appease the U.S. at the expense of its trade relations with China are viewed as a poor strategy, with China firmly opposing such actions [7]