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美国群发邮件引发轩然大波,欧盟代表团紧急赴美磋商,为何转而对华实施单边制裁?
Sou Hu Cai Jing· 2025-06-05 03:24
实际上,欧盟在贸易政策上的摇摆不定,深受意识形态的影响。与中国的合作虽然能够带来可观的经济利益,但由于意识形态的分歧,欧盟更倾向于 与美国结盟。这似乎形成了一种矛盾的局面——明知道中国是一个可靠的经济伙伴,却因意识形态无法彻底放下成见。毕竟,中国从未对欧盟采取类 似美国那样的经济胁迫策略。 然而,市场并不只是意识形态的战场,经济利益才是真正的核心。随着美国的关税政策持续收紧,欧盟面对的不只是来自美国的压力,同时也可能会 面临与中国的市场竞争加剧。以中国近年来对全球医疗器械市场的强势扩张为例,欧盟若继续在制裁与经济合作间摇摆,将可能错失发展机遇。 在其他国家方面,情况也相似。比如,日本在与美国的贸易谈判中表现出坚定立场,要求完全取消对美进口商品的关税,其政府的态度非常明确:绝 不妥协。这使得美国在与这些国家的谈判中遭遇空前挑战。实际上,自特朗普发起关税战以来,许多国家的反击措施开始逐渐显露出成效,特别是中 国在这场博弈中所展现出的抗压能力,不仅鼓舞了各国,也让特朗普政府面临前所未有的压力。 自4月2日起宣布的"对等关税"政策,表面上是为了在贸易中寻求公平,但实际上却导致了各国的抵抗和反制。尤其是日本与欧盟等国, ...
机构:本轮黄金牛市的周期可能会很长,黄金ETF基金(159937)连续4天净流入
Sou Hu Cai Jing· 2025-06-05 03:17
Group 1 - The core viewpoint is that the long-term and continuous purchasing behavior of global central banks towards gold reflects a restructuring of the global monetary system due to changes in trust foundations [2] - The recent performance of the gold ETF fund shows a net inflow of funds totaling 1.25 billion yuan over the past four days, indicating strong investor interest [2] - The gold ETF fund has achieved a 95.39% increase in net value over the past five years, ranking it among the top funds in its category [3] Group 2 - The gold ETF fund has a management fee rate of 0.50% and a custody fee rate of 0.10%, which are competitive within the industry [3] - The fund's performance metrics include a maximum monthly return of 10.62% and a historical holding period profitability probability of 100% over three years [3] - Leverage funds are actively investing in the gold ETF, with the latest margin buying amounting to 27.57 million yuan and a margin balance of 3.736 billion yuan [2]
美国驻加大使呼吁加拿大“一致对华”,中国大使反击
Guan Cha Zhe Wang· 2025-06-05 02:57
Group 1 - The Chinese ambassador to Canada, Wang Di, criticized the U.S. ambassador's call for a united front against China, labeling it as outdated "Cold War thinking" [1][3] - Wang highlighted that high tariffs imposed by Canada on Chinese electric vehicles hinder Chinese investment in Canada, which in turn affects new automotive factories and job opportunities in Canada [1][7] - He emphasized the complementary strengths of China's electric vehicle technology and Canada's automotive manufacturing base, suggesting potential for collaboration [1][2] Group 2 - Wang mentioned that Chinese electric vehicle manufacturers had previously shown interest in investing in Canada, but tariffs have deterred their investment intentions [1][2] - The article noted that Canada had imposed a 100% tariff on Chinese electric vehicles and a 25% tariff on steel and aluminum, following the Biden administration's lead [7][8] - Wang pointed out that Chinese investments in the automotive sector have already created new factories and jobs in the U.S., Europe, and Asia [2][1] Group 3 - The article discussed the impact of China's tariffs on Canadian canola oil and peas, which took effect in March, and the ongoing anti-dumping investigation into canola [1][8] - Wang stated that the only way for China to lift these tariffs is for Canada to remove its tariffs on Chinese imports [1][7] - The article also mentioned that Canada exports over 50% of its canola to China, with export value close to 5 billion Canadian dollars, and the price of canola has plummeted due to these tariffs [8][1] Group 4 - Wang expressed that unilateral tariffs imposed by the U.S. have harmed the interests of people in various countries and violated World Trade Organization rules, representing typical unilateral protectionism [9][1] - He called for strengthening communication and coordination with Canada and other countries opposing unilateralism and protectionism to defend free trade and multilateralism [9][1]
高端访谈丨阿中愿携手维护多边贸易体系和发展中国家利益——访阿拉伯议会议长亚马希
Xin Hua Wang· 2025-06-05 00:56
Core Viewpoint - The Arab countries and China are committed to mutual support and maintaining a multilateral trade system that benefits developing countries, aiming for a fairer and more inclusive global economic governance system [1][2]. Group 1: Political and Economic Cooperation - The political, economic, and cultural exchanges between Arab countries and China are deepening based on mutual respect and win-win cooperation [2]. - The cooperation between the Arab Parliament and the National People's Congress of China enhances bilateral and multilateral coordination, particularly in legislative support for economic, cultural, and scientific cooperation [2]. Group 2: Stance on Global Issues - Both Arab countries and China share a common stance on global issues, supporting the principles of international law, strengthening multilateralism, and opposing hegemonism and double standards [2]. - The protectionist policies of certain countries, particularly the United States, are seen as harmful to international trade stability and detrimental to the interests of developing countries [2]. Group 3: Call for International Cooperation - There is a call for enhanced international cooperation to build a fairer and more inclusive global economic governance system that better protects the economic and developmental interests of developing countries [2].
美钢铝关税加倍 多国表达反对
Xin Hua She· 2025-06-05 00:33
新华财经北京6月5日电美国白宫宣布从4日起将进口自除英国外所有贸易伙伴的钢铝产品关税从目前的 25%上调至50%。 根据美国国际贸易委员会数据,美国在2024年进口价值1473亿美元的钢铝产品。美国进口钢铁的主要来 源地包括加拿大、墨西哥、巴西等,进口铝的主要来源地是加拿大等。 多国行业人士和学者认为,此举将推高美国从汽车到罐装食品等一系列商品价格,对美国企业和消费者 造成冲击,并加剧全球经贸环境不确定性,为世界经济增长前景蒙上阴影。 加拿大:"非法且不合理" 加拿大总理办公室3日晚发表声明说,美方加倍征收钢铝关税"非法且不合理"。加拿大新政府正与美方 进行谈判,争取取消这些关税和其他关税。 加拿大钢铝业界强烈反对美方行为。加拿大钢铁生产商协会表示,提高关税将"对整个供应链造成大规 模破坏和负面影响"。 加拿大劳工大会主席贝娅·布鲁斯克表示,美国政府的这一计划是对加拿大工人的又一次直接攻击,其 鲁莽的举动将对加拿大经济造成冲击。布鲁斯克说:"特朗普这一决定将使我们完全远离美国市场,给 加拿大的钢铁和铝产业带来毁灭性危机,并威胁到成千上万加拿大工人的工作。"布鲁斯克呼吁加拿大 政府立即采取行动保护工人,包括实施 ...
50%!美将钢铝进口关税翻倍,引加拿大、墨西哥和欧盟愤怒
Huan Qiu Shi Bao· 2025-06-04 22:35
Group 1 - The U.S. has increased tariffs on imported steel and aluminum from 25% to 50% to protect domestic industries and address national security threats, effective from June 4 [1][3][4] - Canada and Mexico are expected to be the most affected by the tariff increase, with Canada being the largest supplier of steel and aluminum to the U.S. [5][6] - The OECD has downgraded the U.S. economic growth forecast for 2023 to 1.6% due to the impact of the tariffs and retaliatory measures from trade partners [1][4] Group 2 - The U.S. steel import volume decreased by 17% from March to April 2023, and further declines are anticipated following the new tariffs [4] - The Canadian government has expressed strong opposition to the tariffs, labeling them as illegal and unfair, and plans to support affected workers and businesses [5][6] - The broader impact of the tariffs is expected to increase production costs for U.S. manufacturers that rely on steel and aluminum, potentially leading to higher prices for consumers [7]
经合组织发布最新展望报告显示——关税战拖累全球经济增速
Jing Ji Ri Bao· 2025-06-04 22:00
首先,贸易保护主义和政策不确定性加剧,美国自2025年初大幅提高对中国产品的关税,平均有效关税 从2024年的2%升至15.4%,为1938年以来最高水平。据经合组织测算,此次美国加征关税及各国反制措 施涉及商品贸易额占全球GDP约2%,超过2018年美对中方首次贸易战时期的影响范围。报告预测,增 长放缓较为显著的包括美国、加拿大和墨西哥等经济体。2025年和2026年,美国经济预计将增长1.6% 和1.5%,较今年3月份预测值分别下调0.6个和0.1个百分点;欧元区经济预计将增长1.0%和1.2%,与3月 份预测值相同。根据"政策不确定性指数",近期不确定性急剧上升,尤其是在未来贸易政策走向方面, 企业和消费者信心因此下降。金融环境收紧与市场波动持续造成影响,虽然金融市场已部分稳定,但整 体金融条件比2024年底更为紧张,且金融系统对冲击更为敏感,可能触发连锁反应,如非银金融机构被 迫出售资产。另外,公司债务成本特别是低评级债券的利差仍然高企,表明市场对风险资产保持高度警 惕。 其次,投资和消费动力不足弱化复苏动能。商业投资疲弱,由于不确定性上升、融资成本提高以及结构 性问题,如市场集中度上升,企业投资意愿 ...
美企抢单凸显中美贸易固有韧性
Jing Ji Ri Bao· 2025-06-04 22:00
Group 1 - The core viewpoint of the articles emphasizes the significant improvement in Sino-U.S. trade relations following the reduction of tariffs, leading to a surge in orders from American buyers for Chinese goods, indicating the resilience of market dynamics and the irreplaceability of Chinese products in the U.S. market [1] - The adjustment of tariff policies has resulted in a nearly 300% increase in container shipping bookings from China to the U.S., driving up shipping prices in the U.S. market [1] - The articles argue that trade is fundamentally about mutual benefit and efficiency, and that any disruption caused by unreasonable factors will be quickly rectified, highlighting the importance of a stable and predictable international trade environment [1][2] Group 2 - The articles assert that Sino-U.S. economic relations are not a zero-sum game but rather structurally complementary, with China providing a robust manufacturing system and the U.S. offering high-level service trade and a large consumer market [2] - The complementary effect between the two economies is seen as a driving force for cooperation, with Chinese goods contributing positively to the quality of life for American consumers [2] - The phenomenon of U.S. companies rapidly ordering Chinese products should prompt U.S. policymakers to reassess the Sino-U.S. economic relationship, as American businesses and consumers have expressed a clear need for mutually beneficial cooperation [2][3] Group 3 - Historical evidence suggests that economic laws and market logic are irreversible, and that the U.S. should maintain cooperative trade relations with China as a responsible approach to internal economic challenges [3] - The articles advocate for a rational approach to Sino-U.S. relations, encouraging both sides to leverage their economic complementarity to expand and optimize trade cooperation [3] - A stable, open, and transparent economic cooperation mechanism is deemed essential for injecting certainty and positive energy into the global economic recovery [3]
合力维护国际贸易规则才能有效应对挑战(国际论坛)
Ren Min Ri Bao· 2025-06-04 21:32
Group 1 - The core viewpoint is that there are no winners in a trade war, as both exporting and importing countries, producers, and consumers will suffer losses. Cooperation is the only way forward, and the rules supporting global trade need to be jointly maintained by all parties [1][2] - The U.S. government's tariff policies are causing severe impacts on both the U.S. and global markets, affecting global producers exporting to the U.S. and leading to increased costs for U.S. consumers [1] - Small and medium-sized economies participating in international trade find themselves in a dilemma, lacking the leverage to influence U.S. trade policies, which highlights their preference for a multilateral trade system to protect their interests [1] Group 2 - The stability of trade rules depends on the recognition and support from all parties, and selective enforcement of these rules can lead to deep impacts on the international trade system [2] - Strengthening and perfecting regional supply chains is proposed as a solution to the current tariff crisis, with a significant portion of products being consumed within the region, leading to a more balanced international trade structure [2]
最后通牒!美国逼各国交出“关税方案”,否则美国经济就要崩盘
Sou Hu Cai Jing· 2025-06-04 17:25
特朗普政府推动所谓"对等关税"政策,90天的缓冲期即将到期,美国贸易代表署已正式通知各贸易伙伴,要求各国最晚在6月4日提交关 税与非关税障碍的调整提案,否则可能将实施进一步惩罚性措施。这无异于向全球各国下了一道"最后通牒"。 美国为何如此急切地要各国提交关税方案呢?一个重要的原因是美国如今面临着巨大的债务压力。美国国债已经突破了36万亿美元,白 宫实际上并没有足够的偿还能力。在这种情况下,美国企图通过提高关税等手段来增加财政收入,缓解经济困境。他们认为,让其他国 家降低关税,开放市场,能让美国企业获得更多的海外利润,从而改善美国的经济状况。 然而,全球各国面对美国的关税施压,并没有轻易妥协。中国在这场关税博弈中展现出了坚定的立场。面对美国高达145%的关税,中国 纹丝不动,绝不屈服。甚至用中英双语向全球发布了《不跪》视频,这充分彰显了中国维护自身利益和国际经济秩序的决心。中国明 白,在国际贸易中,平等和互利是基础,绝不能因为美国的无理要求而放弃原则。 然难以赢得其他国家的信任。 美国之所以如此慌张,是因为其许多支柱产业被卡住了脖子。以稀土为例,虽然特朗普在中东拿下了不少订单,但没有中国的稀土,这 些订单都只是 ...