Workflow
中美贸易冲突
icon
Search documents
回过味了?“不该联美抗中,是时候对美国‘去风险’了”
Guan Cha Zhe Wang· 2025-04-14 10:49
Core Viewpoint - The article discusses the diminishing trust among U.S. allies due to President Trump's aggressive tariff policies and the call for allies to "de-risk" from the U.S. as they reassess their relationships with both the U.S. and China [1][3][4]. Group 1: U.S. Allies' Response - Allies are increasingly uncertain about their status as U.S. partners, with many European and Asian countries feeling that they are treated the same as adversaries under Trump's tariff policies [3][4]. - The European Union is showing signs of distancing from the U.S. stance on China, with calls for a reassessment of its China policy and discussions for upcoming EU-China summits [4][5]. - Experts suggest that the current U.S. approach is alienating allies, leading them to seek alternative partnerships, particularly with China, which is seen as a more stable partner [9][10]. Group 2: Economic Implications - The article highlights that many countries now have China as their largest trading partner, with Australia exporting only 15% of its goods to the U.S. compared to its exports to China [6]. - The U.S. tariffs have disproportionately affected poorer nations, with some countries reconsidering their economic ties to the U.S. due to the unpredictability of its policies [10]. - There is a growing sentiment that the risks of relying on the U.S. for technology and trade outweigh those of engaging with China, prompting calls for a strategic shift among U.S. allies [8][9]. Group 3: Strategic Recommendations - Analysts recommend that U.S. allies should reduce their dependency on both the U.S. and China by developing alternative technologies and forming a more independent strategic position in global supply chains [8]. - The article suggests that allies should focus on creating a "strategic irreplacability" in key sectors like digital technology, rather than following the U.S. blindly in its anti-China stance [8][9].
关税闹剧下,20 多位全球贸易参与者的 72 小时
晚点LatePost· 2025-04-10 14:52
现在他们能做的更多是等待。 文 丨 郑可书 李梓楠 龚方毅 管艺雯 制图 丨 黄帧昕 编辑 丨 黄俊杰 管艺雯 过去 72 小时,我们对谈了 20 多位在进出口体系各个环节的参与者,从平台到商家,从品牌到物流 商, 从工厂到他们的零部件供应商。 就在对谈期间,数字一直在变,美国对中国商品加征的关税从 54%(包括上一轮冲突加的 20%)变成 104%,昨夜又涨到 125%。 | 进口 | 国家和 | | | 4月9日 | | 4月9日 | 实际 | | --- | --- | --- | --- | --- | --- | --- | --- | | 足F | 地区 | 2月4日 | | (原计划) | | (变化) | 加总税率 | | 18.5% | 欧盟 | | | 20% | - | 10% | = 10% | | 15.5% | 墨西哥 | 25% | | | | | = 25%* | | 13.4% | 中国 | 两轮次 (10% + 10%) | + | 两轮次 (34% + 50%) | + | 21% | = 125% | | 12.6% | 加拿大 | 25% | | | | | ll 2 ...
104%关税风暴来袭!锂电产业链如何应对?
起点锂电· 2025-04-09 10:41
4 月9 日,美国总统特朗普以"中国未撤回 34% 报复关税"为由,宣布对华加征 50% 关税,叠加此前税率,对华商品总税率飙升至 104% 。这标志着中美贸易冲突从"摩擦"演变为"核战级对抗"。 就锂电产业而言,加上美国目前对中国电池产品征收 3.4% 的基础关税,以及其计划在 2026 年对来自中国的储能电池施加 25% 的 301 条 款关税 ( 该税率已适用于动力电池 ) , 将使得动力电池与储能电池对应的关税从 82.4%/64.9% 进一步升级至 132.4%/114.9% 。 | 关税政策 | 动力电池 | 備能电池 | 生效时间 | | --- | --- | --- | --- | | 电池基础关税 | 3. 4% | 3. 4% | 已生效 | | 301条款关税 | 25% | 7.5% | 2024年9月 | | | | 25% | 2026年 | | 对中国商品额外关税 | 10% | 10% | 2025年2月1日 | | 对中国商品额外关税 | 10% ---- | 10% | 2025年3月4日 | | "对等关税" | 34W STARTING POINT | 34% | 2 ...