印度正在与特朗普政府"接近达成"贸易协议，印度方面寻求比印尼更优惠的关税税率。 据新华社报道，特朗普当地时间7月15日宣布将对印尼进口商品征收19%关税，同时美国商品可免关税 进入印尼市场。据见闻此前文章，美国对印尼征收19%的关税，低于此前威胁的32%。 据媒体报道，印度协议将"沿着同样路线"，美国将"获得进入印度的机会"。特朗普周三表示正与印度谈 判，美印双方接近达成协议。 报道称，印度官员透露，印度寻求比印尼更优惠的关税税率。目前印度谈判团队正在华盛顿推进谈判， 双方正努力将拟议关税降至20%以下。 印度争取地区竞争优势 印度希望获得相对于地区同伴的竞争优势关税税率。 据知情官员透露，印度认为美国不会将其视为像越南和其他东南亚国家那样的转运枢纽，迄今为止的谈 判表明印度的关税税率将优于这些国家。 除了宣布对印尼征收19%关税之外，7月2日据新华社，特朗普在社交媒体上称美越达成贸易协议，越南 所有对美出口商品将面临至少20%关税，并对美国"完全开放市场"。 印度国家银行首席经济学家、总理经济咨询委员会成员Soumya Kanti Ghosh表示，谈判团队希望将关税 降至10%以下。"作为交换，美国将期待其 ...

金十数据7月17日讯，印度在与美国进行贸易谈判时寻求比印尼和越南更低的关税，而特朗普则暗示将 达成"相当不错的协议"。据周四的一份报告称，一名印度官员表示，在与特朗普政府进行的贸易谈判 中，印度希望达成一项比印尼和越南更有利的税率协议。 特朗普周二表示，将对印尼征收19%的关 税，并可实现美国商品对印尼零关税出口。这一税率较4月宣布的32%有所下调。越南的关税税率则降 至20%。外媒此前报道称，美国和印度正致力于达成一项协议，将拟议税率降至20%以下。印度相信， 其与美国的贸易协议将优于印尼和越南，因为美国并不视其为像其他东南亚国家那样的转运枢纽。 印度寻求与美达成比印尼和越南更低的关税协议 ...

Investment Rating - The report maintains a cautious outlook on the industry, projecting average effective tariff rates to settle in the mid- to high-teens, which is expected to weigh on growth and boost inflation in the second half of the year [1][2]. Core Insights - The new tariff rates announced are mostly similar to or slightly lower than those from April 2, with the effective tariff rate rising to 13.4% following the Vietnam framework [2][9]. - The report anticipates that the effective tariff rate could increase by approximately 1.2% due to new reciprocal tariffs for 14 countries, with an additional potential increase of 1.7% if other countries revert to their April 2 levels [9]. - Future tariffs on specific sectors, such as a proposed 50% tariff on copper and a 200% tariff on pharmaceuticals, could significantly impact the overall effective tariff rate [9]. Summary by Sections Tariff Rate Updates - President Trump delayed the tariff rate reset until August 1, with new rates for 14 countries to take effect on that date [1]. - The average effective tariff rate is expected to settle in the mid- to high-teens, impacting growth and inflation [1][2]. Sector-Specific Tariffs - The report highlights potential tariffs of 50% on copper and 200% on pharmaceuticals, which could significantly raise the overall effective tariff rate [9]. - The BRICS countries may face an additional 10% tariff, which could further increase the effective tariff rate by 1.8% [9]. Future Outlook - The outlook for tariff rates remains uncertain, with the possibility of country-specific carve-outs and trade deals being negotiated before the August 1 deadline [7]. - The report outlines a static estimate of effective tariff rates using 2024 trade weights, indicating various potential changes based on different scenarios [8].

Core Viewpoint - The company anticipates that the impact of tariff rates on its operations in the fiscal year 2025 will be limited due to its substantial existing product inventory in the United States [1] Group 1 - The company has a significant amount of products already available in the U.S. market, which mitigates potential tariff impacts [1]

Core Viewpoint - Trump announced plans to disclose Brazil's tariff rates, indicating potential changes in trade policy that could impact economic relations and market dynamics in the region [1] Group 1 - The announcement suggests a forthcoming transparency regarding Brazil's tariff structure, which may influence trade negotiations and economic strategies [1]

美国商务部长卢特尼克：特朗普在贸易信函中对关税税率留下了灵活性。 ...

Group 1 - The euro has appreciated by 0.15% against the US dollar, currently trading at 1.1725 [1] - The US Secretary of Commerce, Wilbur Ross, stated that the EU has presented a series of concrete trade agreement proposals [1] - President Trump is considering how to respond to the EU's proposals, which suggest an opening of the market to the US [1] Group 2 - Trump has left flexibility in tariff rates in his trade letters concerning Japan and South Korea [1]

特朗普：大多数关税税率都低于美国征收的税率。 ...

Core Viewpoint - The ongoing trade negotiations between Japan and the United States are progressing, with Japan's chief trade negotiator expressing a commitment to continue discussions despite challenges, particularly regarding the automotive industry and agricultural sector [1] Group 1: Trade Negotiations - Japan's chief trade negotiator, Akizawa Ryo, had a 40-minute phone conversation with U.S. Commerce Secretary Howard Lutnick, indicating a willingness to engage in constructive dialogue [1] - Japan is not willing to make easy compromises but feels that trust is being built with the U.S. and progress is being made in negotiations [1] - There is a strong emphasis on reaching an agreement on a wide range of issues, with a particular focus on the automotive sector as a critical point for overall agreement [1] Group 2: Tariff Discussions - Akizawa expressed regret over the new tariff rates and emphasized that there will be no overlap between industry tariffs and overall tariffs [1] - Japan has made it clear that it will not compromise on issues related to national interests, particularly in the agricultural sector [1]

泰国财政部长：对美国的关税税率感到有些震惊。 ...