商务部新闻发言人答记者问：8月15日，中方在世贸组织起诉加拿大钢铁等产品进口限制措施。加方无视世贸组织规则，出台钢铁关税配额措施，并对含所谓“中国钢铁成分”等产品加征歧视性关税，是典型的单边主义和贸易保护主义做法，损害中方合法权益，扰乱全球钢铁等产业链供应链稳定。中方对此强烈不满，坚决反对。 ...

Group 1 - China has filed a lawsuit against Canada in the World Trade Organization (WTO) regarding import restrictions on steel and other products [1] - The Canadian government has implemented tariff quota measures on steel, imposing discriminatory tariffs on products containing "Chinese steel components," which China views as unilateral and protectionist [1] - China expresses strong dissatisfaction and opposition to Canada's actions, urging Canada to correct its measures to maintain a rules-based multilateral trading system and improve China-Canada economic and trade relations [1]

Core Insights - The international environment in July was complex and severe, with ongoing trade protectionism and unilateralism impacting the economy [1] - Extreme weather conditions, such as high temperatures and floods in certain regions, caused short-term shocks to economic operations [1] - In response to these challenges, various regions and departments actively implemented more proactive macro policies and advanced the construction of a unified domestic market [1] - Production demand continued to grow, employment and prices remained generally stable, and new growth drivers expanded, leading to a steady and progressive economic operation [1]

Core Viewpoint - The meeting between Wang Yi and Vietnamese Deputy Prime Minister Pham Minh Chinh emphasizes the importance of strengthening economic ties between China and Vietnam while opposing unilateralism and protectionism [1] Economic Cooperation - China and Vietnam have close economic ties, with a mutual commitment to oppose unilateralism and protectionism, and to uphold free trade rules and the international trade system [1] - China supports Vietnam in building an independent and self-reliant economic system and encourages Chinese enterprises to invest in Vietnam [1] Emerging Fields of Collaboration - Both parties aim to expand cooperation in emerging fields such as artificial intelligence, digital economy, and commercial aircraft [1] - China is willing to facilitate the export of Vietnamese agricultural products to China and assist in establishing trade promotion agencies in China [1] Business Environment - China hopes that Vietnam will provide a favorable business environment for Chinese enterprises [1] Cultural Exchange - The two sides plan to successfully conduct activities commemorating the 75th anniversary of diplomatic relations and the "China-Vietnam Cultural Exchange Year," including a "Red Study Tour" for Vietnamese youth in China [1]

今年以来，特朗普2.0关税政策对全球经贸格局的影响日益显现。面对美国对等关税等附加关税的冲击，中央财经大学国 际经济与贸易学院院长、教授张晓涛建议，中国出口企业在市场多元化拓展中，应重视东盟、非洲和拉美等新兴市场以 及不发达国家市场的开拓与深耕，同时注重提升产品质量和加大品牌建设力度；出口转内销要突破运营模式调整、渠道 与团队重建及知识产权风险规避等多重障碍；实施海外投资，实现产能本地化，企业则要在运营交付能力、组织架构与 团队管理、成本管控等方面达到更高要求，以规避运营成本攀升、本地化合规不足、产业集群依赖等风险。 张晓涛认为，当前全球经贸规则格局正从二战后的"秩序法则"转向单边主义的"实力法则"。中国企业需理性评估自身在 产业链中所处的位置，结合形势审慎决策，在市场布局、运营模式与国际化战略上进行系统性、整体考量调整，以应对 这场历史性、趋势性的经贸规则与经贸格局变革。 瀚闻资讯分析师杨凤杰指出，在全球经贸规则重塑背景下，地缘政治驱动、规则碎片化加速、安全韧性优先等非理性特 征主导全球贸易格局，成为企业开展国际贸易不确定性的最大来源，也倒逼中国企业重塑全球化竞争逻辑。从化解路径 上看，企业转内销需应对产品 ...

Core Viewpoint - The geopolitical landscape is undergoing significant changes, marked by the breakdown of the US-India alliance and the thawing of US-Russia relations, indicating a potential shift in global power dynamics [1][9]. Group 1: US-India Relations - Trump signed an executive order imposing a 25% tariff on Indian imports, signaling a deterioration in US-India relations [1]. - Modi's visit to China, after seven years, is seen as an attempt to pressure the US regarding tariff negotiations, highlighting the unraveling of the US-led Indo-Pacific strategy [3]. - The initial optimism for a trade agreement between the US and India has dissipated due to harsh tariff conditions imposed by the US, leading to a breakdown in negotiations [3]. Group 2: US-Europe Relations - The US has sidelined Europe in the ongoing Russia-Ukraine ceasefire negotiations, with the US and Russia planning a bilateral meeting without European involvement [5]. - Trump's administration has expressed dissatisfaction with European military spending and trade deficits, viewing European contributions as inadequate [7]. - The EU's trade surplus with the US amounted to €198.2 billion last year, which contradicts Trump's "America First" policy [7]. Group 3: Global Geopolitical Shifts - The rise of populism and extreme right-wing movements in Western societies, along with increasing unilateralism, is contributing to a fragmented international order [9]. - Trump's tariffs and withdrawal from international agreements are exacerbating global tensions and signaling a potential shift towards a multipolar world [9][11]. - The outcome of these geopolitical changes presents both challenges and opportunities for China, as the US may seek to consolidate its alliances against China while also facing potential discontent from its allies [11].

距离中美贸易战关键"停火协议"到期仅剩最后一天时，特朗普再次展现其标志性的施压战术，他不仅公开喊话要求中国"加倍速购"美国大豆，更祭出新招 ——对本国芯片巨头英伟达等企业征收高达15%的"出口特权费"。 不过如今，这场由美方单方面挑起的贸易博弈，正以意想不到的方式反噬其身。 特朗普对华强索农产品之举绝非一时兴起，其背后是美国农业州的政治压力与滞销大豆堆积如山的现实窘境。 特朗普的核心票仓深植于农业州和大豆种植带，但贸易战直接导致美国大豆对华出口从2017年的3250万吨高峰腰斩。 美国农业部2023年报告显示大豆库存消费比已逼近历史高位，豆农仓库难以消化积压库存。 而面对困局，中国早已未雨绸缪实现进口多元化，南美国家迅速填补空缺，巴西更在2023年超越美国成为中国最大大豆供应国。 更具讽刺意味的是，特朗普的贸易大棒这次竟转向了自家高科技产业。 近期被曝光的政策要求英伟达等芯片企业在向中国出口高端人工智能芯片时，向美国政府额外支付高达销售额15%的"出口协调费"，这种针对本土企业 的"收割"在全球贸易史上实属罕见。 从商业逻辑看，英伟达等企业支付高额费用实属无奈，中国占英伟达数据中心芯片收入的五分之一以上，是其 ...

Core Viewpoint - The recent announcement by People's Daily marks the conclusion of the US-China tariff war, highlighting China's victory in this prolonged economic conflict, while Trump's designation of a successor adds complexity to the situation [1][9]. Economic Performance Comparison - During Trump's administration, the tariff war was initiated in 2018 to address trade deficits and promote US manufacturing, aiming for concessions from China [3]. - China's economy has shown robust growth, maintaining a growth rate of [X]% in the first half of the year, driven by strong domestic consumption and investment in emerging industries [3]. - In contrast, the US economy is experiencing stagnation, with a growth rate of only [X]%, facing high inflation and increased living costs for citizens [4]. Impact of Tariff Policies - The high tariff policies have led to widespread dissatisfaction among other countries, prompting them to reduce reliance on the US market and seek trade partnerships elsewhere [6]. - The US economy is caught in a vicious cycle due to high tariffs, which increase import prices and contribute to inflation, leading to tighter monetary policies that suppress investment and consumption [6]. Strategic Advantages - China holds significant advantages in key sectors, such as the rare earth industry, where it is the largest producer and exporter, providing a strong foundation for its industrial development and international market influence [7]. Political Implications - Trump's early designation of Vice President Vance as his successor suggests an awareness of the negative impact of the tariff war's failure on his party's future, aiming to maintain his policy agenda [9]. - The announcement from People's Daily reinforces China's successful resistance against US trade aggression, indicating that protectionism and unilateralism are contrary to the trends of economic globalization [9].

印度这边也不示弱，外交部声明美国对印度加征关税不公平、不公正、不合理，印度肯定会采取一切必 要行动维护国家利益。印度一直坚持保护本国粮食和乳制品行业，这也是美印贸易谈判的关键分歧点。 现在印度国内虽然有声音说要对美让步，但莫迪这次态度也挺坚决，向美方传递了愿意捍卫本国相关产 业利益，甚至承担个人后果的信息。 咱们再把目光放远一点，这 11 国联手反美，背后其实有着更深层次的原因。美国长期以来凭借美元霸 权，在全球贸易和金融体系中为所欲为。金砖国家早就看不顺眼了，一直在推动去美元化进程。还有巴 西和印度签协议用本币买药，南非和俄罗斯用兰特结算石油等等，都是在减少对美元的依赖。这次美国 的关税霸凌，更是加速了金砖国家团结起来对抗美国霸权的步伐。 说到这，咱们中国在其中扮演着非常重要的角色。胁迫和施压对中国没用。而且中国也一直在行动上支 持其他国家。比如说巴西咖啡被美国加税卖不动，中国驻巴使馆马上允许近 200 家巴西咖啡公司产品出 口到中国。 最近国际形势那叫一个风起云涌，11 国联手反美，这事儿可太劲爆了！尤其是在莫迪计划访华之前， 巴西 80 岁的总统卢拉果断下令，直接把矛头对准了美国，这背后到底有着怎样的故 ...

Core Viewpoint - The trade war initiated by former President Trump through tariffs has led to a global "food crisis," adversely affecting American farmers and demonstrating the failure of unilateral trade policies [2][6]. Group 1: Impact on China - China strategically reduced imports of U.S. soybeans and corn starting in January 2025, opting for supplies from Brazil and Argentina to ensure domestic food security [3]. - In the first half of 2025, China imported 49.37 million tons of soybeans, a year-on-year increase of 1.8%, primarily for animal feed rather than domestic oil and food production [3]. - This shift reflects China's effective response to U.S. policy instability and a strong commitment to maintaining food security [3]. Group 2: Impact on India - The Trump administration's attempts to open the Indian market for U.S. agricultural products were met with resistance from the Modi government, which prioritized domestic farmers' interests [5]. - India's refusal to comply with U.S. demands resulted in the loss of a significant potential export market for American agricultural products [5]. Group 3: Consequences for U.S. Agriculture - The retaliatory tariffs imposed by allies like the EU and Canada severely impacted U.S. agricultural exports, particularly affecting the supply chain for agricultural machinery [6]. - In 2025, U.S. soybean planting area decreased by 4%, with many farmers switching to other crops or facing bankruptcy and unemployment [6]. - The failure of the tariff policy has undermined the political support base for Trump, as many affected farmers were his core supporters [6]. Group 4: Negotiation Dynamics - China has maintained a firm stance, indicating that further trade negotiations are contingent upon the U.S. lifting unreasonable tariffs [7]. - The dual impact of U.S. tariffs has led to immediate product surpluses and price drops, alongside long-term market share losses and damaged international credibility [7]. Group 5: Conclusion on Trade Strategy - The failure of Trump's "first strike, then negotiate" strategy highlights the need for the U.S. to abandon unilateral tariff policies and rebuild international trust through multilateral cooperation [8]. - Without a new fair trade agreement between the U.S. and China, expectations for increased Chinese imports of U.S. agricultural products are unrealistic [8].