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反制不隔夜!墨西哥为讨好美国付代价,中方连发两记重拳警示各国
Sou Hu Cai Jing· 2025-10-02 01:53
Core Points - Mexico has imposed tariffs of up to 50% on 1,400 Chinese goods, marking a significant shift in its trade policy towards China [1][3] - The tariffs are part of a broader strategy to protect domestic industries under the guise of the "Plan Mexico" initiative, but they appear to specifically target Chinese imports [3][5] - The U.S. has exerted pressure on Mexico to reduce trade with China, threatening to increase tariffs on Mexican goods if compliance is not met [7][9] Group 1: Tariff Details - The tariff rates include a 50% increase on automobiles, with parts ranging from 10% to 50%, and a 35% tax on steel products [3][5] - The list of goods affected is notably exclusive to China, as products from countries with free trade agreements with the U.S. and Canada are exempt [5][9] Group 2: China's Response - China reacted swiftly by launching anti-dumping investigations on pecans from Mexico and the U.S., which are significant exports for Mexico [11][13] - Additionally, China is investigating trade barriers imposed by Mexico on various products, including automobiles and textiles, indicating a comprehensive approach to retaliate [11][13] Group 3: Economic Implications - The trade conflict could lead to a 0.3% reduction in Mexico's GDP growth rate, with potential long-term impacts on employment and investment confidence from Chinese firms [23][25] - If the situation escalates, it is projected that trade between China and Mexico could decline by over 30%, severely affecting Mexico's economy [31][34] Group 4: Broader Regional Impact - The situation in Mexico serves as a warning to other Latin American countries, with concerns that similar pressures from the U.S. could lead to a 25% reduction in trade with China across the region [19][21] - Countries like Brazil and Argentina are closely monitoring the developments, fearing they may become targets of U.S. trade pressures as well [19][21] Group 5: International Trade Dynamics - The incident highlights the growing tensions in international trade, with unilateralism and protectionism threatening the foundations of multilateral trade rules [31][34] - The Chinese government emphasizes the importance of fair trade and cooperation, contrasting its approach with the U.S. strategy of coercion [31][34]
谈判陷入僵局,美国制定欠修理名单,先收拾印度,绝口不提中国
Sou Hu Cai Jing· 2025-10-01 13:52
特朗普政府把对外征收高额关税当成了一条"铁律"。只要哪个国家在关税问题上和美国唱反调,特朗普往往会立刻公开嘲讽甚至施压,哪怕对象是美国的盟 友也不例外。今年以来,不少西方国家在这种强压下向美国让步,接受了更多开放市场的条件。但对特朗普来说,这还不够——除了提高关税,美国还要求 这些国家在美境内做实实在在的投资,扶持美国实体经济,而且投资产生的收益要更多流向美方。外界看来,这种要求几乎像"霸王条款"。 为了尽快打破僵局,美国甚至制定了一份"需要优先处理"的国家名单,印度和巴西都在列。有美国官员认为,应当先对付印度,以避免其采取对美不利的举 措。目前美印之间的矛盾不仅是贸易逆差问题,印度继续从俄罗斯进口石油也是一大争议点。 在联合国大会等国际场合,特朗普曾直接敦促印度与俄罗斯在石油贸易上"切割"。印度并未按照美方要求退让,谈判代表直接反击:如果美国不允许印度购 买俄罗斯石油,那么印度可以转而从伊朗或委内瑞拉进口原油——这两国同样受到美国制裁。换言之,印度在石油问题上准备与美国硬碰硬,这使得美印达 成快速贸易协议的可能性非常渺茫。 有人会问:既然美国也指责中国购买俄罗斯石油,为何中国没有出现在那份"欠修理"的名单上 ...
俄中能源合作前景如何?中国计划如何吸引更多俄游客?中国驻俄大使回应
Xin Lang Cai Jing· 2025-09-30 13:28
Group 1: Current State of China-Russia Relations - China-Russia relations are at their historical best, characterized by mutual cooperation and strategic collaboration, unaffected by third-party interference [1][2] - High-level visits between the two countries' leaders have deepened their friendship and set a clear direction for future cooperation [1][2] Group 2: Economic and Energy Cooperation - China and Russia are expanding cooperation in various sectors including trade, investment, energy, agriculture, and technology, aiming to create benchmark projects that enhance resilience and efficiency [2][3] - The energy partnership is crucial for both nations, providing China with diversified energy sources and contributing to global energy market stability [2][3] Group 3: Tourism and Cultural Exchange - A new visa-free policy for Russian passport holders is expected to significantly increase the number of Russian tourists visiting China, with estimates of a 20% to 30% rise in tourist numbers [3][5] - Popular tourist destinations for Russian visitors include major cities like Beijing, Shanghai, and Sanya, with efforts underway to improve services and enhance the travel experience [5] Group 4: Multilateral Cooperation - The BRICS and Shanghai Cooperation Organization (SCO) frameworks are seen as vital platforms for emerging markets to collaborate and counter unilateralism and protectionism [6][7] - The SCO has grown to include 26 member countries, focusing on practical cooperation in various fields, which enhances its global influence [6] Group 5: Trade and Economic Policies - China emphasizes that trade wars and tariff conflicts yield no winners and advocates for open trade to achieve mutual benefits [7] - The country is committed to resisting all forms of protectionism and promoting an open global economy, which aligns with its broader economic strategy [7]
太双标!特朗普加税100%,却降日本车关税,中国欧盟联手反杀
Sou Hu Cai Jing· 2025-09-29 11:48
Core Viewpoint - The recent announcement by the U.S. government regarding a new round of tariffs, particularly targeting imports from China and the EU, while reducing tariffs on Japanese automobiles, highlights a selective enforcement strategy that intertwines economic measures with political considerations [1][5][21]. Group 1: Tariff Policy Details - The U.S. has imposed tariffs as high as 100% on various imported goods, including heavy trucks, home goods, and pharmaceuticals [1]. - Key targets for these tariffs include electric vehicles, heavy machinery, and electronic components from China, with tax rates doubling or even exceeding previous levels [3]. - The tariff on Japanese automobiles has been reduced from 25% to 15%, reflecting political motivations rather than economic logic [5]. Group 2: Global Trade Reactions - The new tariff measures have escalated tensions in global trade, prompting countries to reassess their economic relationships with the U.S. [3]. - China has responded with countermeasures, increasing import tariffs on U.S. goods and implementing restrictions on key resource exports [10]. - The EU has initiated a counter-response against U.S. products worth billions of euros and resumed negotiations on liquefied natural gas procurement [12]. Group 3: Political Implications - The selective nature of the tariff policy has drawn criticism domestically and internationally, with concerns that it undermines the global competitiveness of U.S. companies [7]. - The tariffs are seen as a political strategy aimed at swing states in the Midwest, where manufacturing jobs are concentrated [7]. - Japan's government has distanced itself from U.S. policies, emphasizing the importance of avoiding trade friction due to its reliance on Asian supply chains [16]. Group 4: Broader Economic Trends - The current trade tensions reflect a shift in global economic dynamics, with non-U.S. economies seeking to strengthen cooperation and reduce dependence on the U.S. market [18][21]. - Countries are exploring new trade networks outside of U.S. influence, with China and the EU moving towards trade agreements with Southeast Asia, South America, and India [17]. - The trend of de-dollarization is gaining traction, as countries pursue mechanisms to reduce reliance on the U.S. dollar for trade [19].
特朗普要如愿以偿?中国答应购买美国大豆,但有一个条件
Sou Hu Cai Jing· 2025-09-29 10:39
Group 1 - U.S. soybean farmers are facing an unprecedented crisis as China's market share for U.S. soybeans has plummeted from a peak of 34% to less than 5% [1] - The American Soybean Association has issued frequent distress signals as soybean prices continue to decline, with former President Trump calling for China to restore large-scale purchases of U.S. soybeans [1][16] - China's Ministry of Commerce has stated that the U.S. must first remove unreasonable tariffs to expand soybean trade, highlighting the core issue of the current U.S.-China trade deadlock [4] Group 2 - The imposition of a 25% retaliatory tariff by China on U.S. soybeans has led to a significant increase in costs, resulting in a projected 28% decline in U.S. soybean exports for 2024 and record-high inventory levels [6] - China has developed a global procurement network with Brazil as the primary supplier, accounting for over 85% of China's soybean imports from January to August 2025 [6][8] - China's self-sufficiency in soybeans has increased by nearly 7 percentage points in 2024, aided by new agricultural cooperation projects and reduced demand for soybeans in animal feed [8] Group 3 - The economic crisis in the U.S. soybean industry is evolving into a political crisis, with a 60% year-on-year decline in U.S. soybean exports to China expected in the second half of 2024, leading to a five-year low in Chicago soybean futures [10] - Bankruptcy applications among farmers in the Midwest have increased by 35%, putting pressure on Republican lawmakers as farmers express dissatisfaction and threaten to change their voting preferences [10][12] - The Trump administration faces a dilemma between maintaining high tariffs to protect U.S. industries and addressing the needs of the farming community, with $12 billion allocated in 2024 as agricultural subsidies [12] Group 4 - The resolution of the U.S.-China soybean trade deadlock hinges on the U.S. government's willingness to remove unreasonable tariffs, as emphasized by China's Ministry of Commerce [14] - The market dynamics suggest that political interventions will lead to mutual losses, and the key to restoring U.S. soybean exports to China lies in rational policy changes from the U.S. [14]
不许购买俄石油,美公开指责中印,话音刚落,中方回应一针见血
Sou Hu Cai Jing· 2025-09-27 08:37
Core Viewpoint - The article discusses the escalating tensions in the global energy market, particularly focusing on the firm stance of China and India in defending their energy autonomy against U.S. pressure to cease purchasing Russian oil [1][3][5]. Group 1: U.S. Pressure and Response - The U.S. has issued strong warnings to China and India, demanding an immediate halt to their purchases of Russian oil, framing it as a violation of international interests [5][9]. - Despite U.S. pressure, both China and India have responded with a resolute commitment to their energy security, highlighting their independence in energy policy decisions [7][10]. - China's Ministry of Foreign Affairs emphasized that their energy cooperation with Russia is in line with international trade rules, rejecting U.S. accusations as baseless [5][12]. Group 2: International Reactions and Implications - The reactions from the Western bloc have been mixed, with some questioning the U.S.'s unilateral approach and its implications for global energy stability [9][10]. - The situation has prompted a reevaluation of energy strategies among various countries, including traditional U.S. allies in Europe, indicating a shift away from U.S. dominance in energy governance [10][14]. - The article suggests that the ongoing energy dynamics signify a profound transformation in the global energy landscape, with China and India asserting their roles as independent players [12][14]. Group 3: Strategic Considerations - China views energy security as a vital component of its national development, and its partnership with Russia is seen as a pragmatic choice amidst geopolitical shifts [12][14]. - India, as the third-largest oil consumer, has made it clear that its energy choices are sovereign and not subject to external dictation, reinforcing its strategic autonomy [12][14]. - The article concludes that the current energy standoff reflects a broader trend towards a more diversified and balanced international energy order, challenging the previous Western-centric model [14].
管健:深度解读中国对墨西哥发起贸易投资壁垒调查
Di Yi Cai Jing· 2025-09-27 08:18
Core Viewpoint - The Chinese Ministry of Commerce has initiated an investigation into Mexico's proposed trade barriers against Chinese imports, emphasizing the need to oppose unilateralism and protectionism in the context of rising tariffs from the U.S. [1] Group 1: Investigation Background - The investigation stems from Mexico's proposal submitted to Congress on September 9, 2025, to amend the Import and Export Tariff Law, which aims to increase tariffs on 1,463 tariff items, including automobiles, textiles, and machinery, with proposed rates up to 50% for certain products [2] - The proposed measures will only affect imports from countries without free trade agreements with Mexico, excluding goods from the U.S., Canada, the EU, and Japan [2] Group 2: Impact on Trade Partners - The proposed tariff increases are expected to negatively impact trade partners, including China, as they may undermine the business environment and reduce investment confidence in Mexico [1][3] - Mexico's proposed measures align with U.S. interests, as they are perceived to address U.S. concerns about Chinese goods circumventing tariffs through Mexico [4] Group 3: Specific Trade Implications - The tariffs could affect $52 billion worth of imports, with an estimated impact of over $10 billion on Chinese goods alone, particularly in sectors where China has a competitive advantage, such as steel, textiles, and machinery [4][5] - The measures are seen as a response to U.S. pressure, highlighting the geopolitical dynamics influencing trade policies in the region [4][5]
国际观察丨促和平、反霸权、倡多边——联合国大会上的“全球南方强音”
Xin Hua Wang· 2025-09-27 02:55
Group 1 - The 80th United Nations General Assembly is focusing on the need for peace and the resolution of conflicts, with leaders from global South countries urging for multilateral cooperation and the maintenance of an international system centered around the UN [1][4][5] - Palestinian President Abbas highlighted the humanitarian crisis in Gaza due to ongoing conflicts and called for international action to implement the "two-state solution" for peace and justice [2][3] - Leaders from various countries criticized unilateralism and hegemonic interference, emphasizing the need for international fairness and justice in global governance [4][6] Group 2 - Multiple leaders from the global South stressed the importance of multilateralism in addressing global challenges such as regional conflicts, climate disasters, and economic disparities [5][6] - The UN Deputy Secretary-General noted the increasing leadership role of countries like China in the UN system, which is seen as a commitment to multilateralism and global governance initiatives [6]
美国豆农的心彻底死了!我国订购65万吨大豆,订单全给了阿根廷
Sou Hu Cai Jing· 2025-09-26 05:58
Core Viewpoint - The global soybean trade landscape is undergoing a profound transformation due to China's shift in sourcing from Brazil and Argentina, significantly impacting U.S. agriculture [1]. Group 1: Chain Reaction of Order Shifts - In April, China imported 2.4 million tons of soybeans from Brazil, causing concern among U.S. soybean farmers [5]. - Following Argentina's announcement to cancel grain export tariffs on September 22, China quickly signed a contract for 650,000 tons, further deepening the despair among U.S. Midwest farmers [5]. Group 2: Unexpected Costs of Trade War - The shift originated from the tariff war initiated by the Trump administration in April 2025, which led to a near halt in U.S.-China trade as tariffs soared to 145% [9]. - By 2025, China had almost completely stopped importing U.S. soybeans, contrasting sharply with the 32.85 million tons imported in 2017, which accounted for 56.4% of U.S. exports [9]. Group 3: Technological Trade Barriers - China has established a rigorous detection system to ensure the smooth implementation of trade transformation, including biological characteristic detection to determine the origin of soybeans [11][13]. - A strict penalty mechanism has been put in place for intermediaries violating the ban on re-exporting U.S. soybeans, resulting in 88 farms declaring bankruptcy and 320,000 tons of unsold pork by-products facing spoilage risks [15][16][18]. Group 4: China's Strategic Layout - China is diversifying its procurement, with South American orders exceeding 10 million tons this oil season, doubling year-on-year [21][23]. - The country is also enhancing self-sufficiency by optimizing feed formulas and expanding domestic planting [21][24]. - China capitalized on market opportunities by signing significant contracts immediately after Argentina's tax reduction announcement [21][26]. Group 5: Economic Insights - The ongoing trade dynamics illustrate a profound economic principle: unilateralism in a globalized era often backfires, as evidenced by the accumulation of U.S. soybean inventories [27]. - China's development of a diversified agricultural supply system not only secures food safety but also demonstrates a cooperative and win-win approach to global trade [27].
和音:坚持共同发展才能破解时代难题
Ren Min Ri Bao· 2025-09-26 02:46
Core Viewpoint - China is promoting the Global Development Initiative (GDI) to address global development challenges and accelerate the implementation of the UN 2030 Sustainable Development Agenda, emphasizing the importance of international cooperation and consensus building [1][2]. Group 1: Global Development Initiative Overview - The GDI was proposed by President Xi Jinping in September 2021, focusing on the broad interests of humanity and calling for adherence to six principles for promoting common development [2]. - Over 130 countries and international organizations are participating in the GDI implementation mechanism, showcasing its growing influence and appeal as a public good that meets global needs [2][3]. Group 2: Financial Commitment and Project Implementation - The GDI has mobilized over $23 billion in funding over the past four years, supporting more than 1,800 cooperation projects aimed at revitalizing the Global South [3]. - Projects span various sectors, including technology cooperation, poverty alleviation, education, digital economy, and women's economic empowerment, demonstrating the initiative's depth and practical impact [3]. Group 3: Future Plans and Commitments - China plans to implement 2,000 "small but beautiful" livelihood projects in developing countries over the next five years and establish a special fund for digital capacity building [4]. - The initiative includes proposals for international cooperation in artificial intelligence and marine development, as well as the "Clean Stove Project" to support sustainable practices in developing nations [4].