印度制造

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特朗普威胁失效?印度硬刚美国:俄罗斯石油照买不误!莫迪到底在赌什么?
Sou Hu Cai Jing· 2025-08-04 03:57
Core Viewpoint - The article discusses the escalating tension between the United States and India regarding India's continued purchase of Russian oil, highlighting India's defiance against U.S. threats of sanctions and tariffs [1][3]. Group 1: U.S. Pressure on India - On July 31, President Trump warned India that continued purchases of Russian oil would lead to "secondary sanctions" and a potential 35% tariff increase [3]. - India has become the largest buyer of Russian oil, importing 1.75 million barrels per day by 2025, which constitutes 35% of its total oil imports [3]. - India's response to Trump's threats was immediate, reaffirming its commitment to Russian oil contracts, which have been signed for years [3]. Group 2: India's Strategic Response - The Modi government is implementing a multi-faceted strategy to counter U.S. pressure, including promoting "Make in India" initiatives to reduce import dependency [5]. - India is diversifying its energy partnerships with the Middle East and Africa while continuing to purchase Russian oil [5]. - A significant move includes settling Russian oil trades in rupees, circumventing U.S. dollar sanctions [5]. Group 3: Economic Justifications - The discounted price of Russian oil saves India over $20 billion annually, alleviating inflationary pressures [9]. - India can also profit from refining Russian oil and selling it to Europe, potentially earning $60 per barrel in profit [9]. - Long-term contracts with Russia pose high penalties for non-compliance, making it economically unfeasible for India to halt purchases [9]. Group 4: Historical and Geopolitical Context - India has a long-standing relationship with Russia, relying on it for 70% of its military supplies since the Cold War [10]. - The depth of military cooperation between Modi and Putin, evidenced by over 50 meetings, strengthens India's position against U.S. sanctions [10]. - The geopolitical landscape suggests that the U.S. needs India as a counterbalance to China, making it less likely for the U.S. to abandon India [11].
美印关系现裂痕,莫迪呼吁推“国货”,印度无视特朗普威胁"坚持买俄油"
Huan Qiu Shi Bao· 2025-08-04 00:49
Group 1: Core Views - The relationship between the US and India has cooled significantly, with President Trump expressing indifference towards India's economic situation and threatening tariffs on Indian goods [1][4] - Trump's recent comments about India's potential cessation of Russian oil purchases were quickly denied by Indian officials, emphasizing the long-term contracts in place and India's role in stabilizing the global energy market [2][3] - The imposition of a 25% tariff on Indian imports by the US was unexpected for India and has led to structural cracks in the US-India strategic partnership [1][4] Group 2: Economic Implications - The 25% tariff is projected to have a minimal impact on India's economy, estimated at less than 0.2% of the total economic output, but the agricultural sector remains a sensitive issue due to its significant voter base [4][5] - India's continued import of Russian oil is crucial for its economic stability, as switching to more expensive oil from other countries could slow economic growth and lead to social unrest [3][4] - Prime Minister Modi's call for promoting "Make in India" products reflects an effort to bolster domestic manufacturing in response to external pressures [5] Group 3: Strategic Dynamics - The evolving US-India relationship is marked by structural issues, including India's increasing protectionism and strategic autonomy, which the US finds challenging to accept [6] - The balance of power in the US-India relationship has shifted, with India asserting its independence in foreign policy while the US seeks to influence India's ties with Russia and Iran [6] - Analysts suggest that the current tensions may undermine the achievements of the US-India partnership established since 1998, as both nations navigate their respective strategic interests [6]
美印关系现裂痕 印度无视特朗普威胁“坚持买俄油”
Huan Qiu Shi Bao· 2025-08-03 23:00
Core Points - The relationship between the US and India has cooled significantly, with President Trump expressing indifference towards India's economic situation and threatening tariffs on Indian goods [1][4] - India's continued purchase of Russian oil is a point of contention, with Indian officials denying any immediate changes to their policy despite Trump's claims [2][3] - The imposition of a 25% tariff on Indian imports by the US has been met with dissatisfaction from India, which views the economic impact as minimal [4][5] Group 1: US-India Relations - Trump's recent comments reflect a shift from viewing India as a strategic partner to expressing frustration over trade negotiations and India's ties with Russia [1][4] - The imposition of tariffs and threats of sanctions may lead to significant changes in the US-India relationship, which has been characterized as a model partnership [6] Group 2: Economic Implications - The 25% tariff on Indian goods is expected to have a negligible impact on India's economy, estimated at less than 0.2% of the total economic output [4] - India's reliance on Russian oil is critical for its economic stability, and any shift away from this supply could have severe consequences for its growth [3][6] Group 3: Domestic Response in India - Prime Minister Modi has called for a focus on promoting "Make in India" products in response to external pressures, emphasizing the importance of supporting local industries [5] - The Indian government remains committed to protecting its agricultural sector, which is vital for a significant portion of its population [4][5]
美印关系现裂痕,莫迪呼吁推“国货”,印度无视特朗普威胁“坚持买俄油”
Huan Qiu Shi Bao· 2025-08-03 22:57
Core Points - The relationship between the US and India has cooled significantly, with President Trump expressing indifference towards India's economic situation and threatening tariffs and sanctions [1][5][7] - India's government has denied claims that it will stop purchasing Russian oil, emphasizing that current contracts are long-term and that the country plays a stabilizing role in the global energy market [3][4] - The imposition of a 25% tariff on Indian goods by the US was unexpected and has led to structural cracks in the US-India strategic partnership [1][5][6] Summary by Sections US-India Relations - Trump's recent comments reflect a stark shift from previously praising India as a strategic partner to threatening economic penalties [1][5] - The imposition of tariffs and threats regarding Russian oil imports have created tension, with India asserting that its policies will not change under US pressure [3][4][6] Economic Implications - The 25% tariff is projected to have a minimal impact on India's economy, estimated at less than 0.2% of the total economic output [5][6] - India's reliance on affordable Russian oil is critical for its economic growth, and any shift to more expensive alternatives could lead to economic instability [4][6] Strategic Dynamics - The evolving relationship is marked by India's increasing assertiveness in foreign policy, prioritizing its own strategic autonomy over US expectations [7] - Structural issues, such as India's protectionist measures and the challenge of opening its agricultural market to US goods, are complicating the bilateral relationship [7]
莫迪间接回应特朗普死亡经济体言论
Bei Jing Ri Bao Ke Hu Duan· 2025-08-03 09:01
相关阅读:说好的"双赢伙伴"呢?关税僵局后,特朗普痛斥印度是"死亡经济体" 转自:北京日报客户端 来源:@环球网 责任编辑:王其霖 据美国彭博社、《印度斯坦时报》等媒体报道,印度总理莫迪当地时间8月2日对美国总统特朗普近期将 印度称为"死亡经济体"的言论作出"间接回应",称印度将成为世界第三大经济体。莫迪还以全球经济不 确定性为由呼吁印度公民购买、销售和推广印度本土产品。 报道称,在特朗普宣布对印度商品征收25%关税几天后,莫迪在一场集会上发表了上述言论。"全球经 济正经历诸多令人忧虑的问题,气氛不稳定。各国都专注于自身利益。印度即将成为世界第三大经济 体,因此印度必须在经济利益方面保持警惕。"莫迪说。《印度斯坦时报》称,虽然莫迪没有直接提及 特朗普,但他的言论被视为对特朗普将印度称为"死亡经济体"以及特朗普称印度严重依赖美国市场的说 法的含蓄反驳。 莫迪还称,印度公民买东西应该只有一个标准,即要买印度人制造的东西。彭博社称,莫迪再次强调国 内制造业和消费,呼应了他长期以来的"印度制造"倡议。然而,在特朗普对印度输美产品征收25%关税 后,这一呼吁变得更加紧迫。 特朗普7月30日宣布,将对印度商品加征25%关 ...
被特朗普称为“死亡经济体”,莫迪“间接回应”
Huan Qiu Wang· 2025-08-03 08:44
环球网消息,据美国彭博社、《印度斯坦时报》等媒体报道,印度总理莫迪当地时间8月2日对美国总统 特朗普近期将印度称为"死亡经济体"的言论作出"间接回应",称印度将成为世界第三大经济体。莫迪还 以全球经济不确定性为由呼吁印度公民购买、销售和推广印度本土产品。 原标题:被特朗普称为"死亡经济体",莫迪"间接回应":印度将成为世界第三大经济体 编辑:杨四海 责编:王光建 审核:张松涛 8月2日,莫迪在一场集会上发表讲话。 图源:印媒报道配图 报道称,在特朗普宣布对印度商品征收25%关税几天后,莫迪在一场集会上发表了上述言论。"全球经 济正经历诸多令人忧虑的问题,气氛不稳定。各国都专注于自身利益。印度即将成为世界第三大经济 体,因此印度必须在经济利益方面保持警惕。"莫迪说。《印度斯坦时报》称,虽然莫迪没有直接提及 特朗普,但他的言论被视为对特朗普将印度称为"死亡经济体"以及特朗普称印度严重依赖美国市场的说 法的含蓄反驳。 莫迪还称,印度公民买东西应该只有一个标准,即要买印度人制造的东西。彭博社称,莫迪再次强调国 内制造业和消费,呼应了他长期以来的"印度制造"倡议。然而,在特朗普对印度输美产品征收25%关税 后,这一呼吁 ...
被特朗普称为“死亡经济体”,莫迪“间接回应”:印度将成为世界第三大经济体
Huan Qiu Wang· 2025-08-03 08:06
【环球网报道】据美国彭博社、《印度斯坦时报》等媒体报道,印度总理莫迪当地时间8月2日对美国总 统特朗普近期将印度称为"死亡经济体"的言论作出"间接回应",称印度将成为世界第三大经济体。莫迪 还以全球经济不确定性为由呼吁印度公民购买、销售和推广印度本土产品。 特朗普7月30日宣布,将对印度商品加征25%关税,并称印度须为"长期从俄罗斯采购大部分武器装备, 还是俄罗斯能源的最大买家"支付罚金。不过,据多家媒体8月2日报道,尽管特朗普威胁将对印度购买 俄罗斯能源产品等行为实施"惩罚",印度方面仍然表示,将继续从俄罗斯进口石油。 报道称,在特朗普宣布对印度商品征收25%关税几天后,莫迪在一场集会上发表了上述言论。"全球经 济正经历诸多令人忧虑的问题,气氛不稳定。各国都专注于自身利益。印度即将成为世界第三大经济 体,因此印度必须在经济利益方面保持警惕。"莫迪说。《印度斯坦时报》称,虽然莫迪没有直接提及 特朗普,但他的言论被视为对特朗普将印度称为"死亡经济体"以及特朗普称印度严重依赖美国市场的说 法的含蓄反驳。 莫迪还称,印度公民买东西应该只有一个标准,即要买印度人制造的东西。彭博社称,莫迪再次强调国 内制造业和消费,呼 ...
印度制造业反思:错失十年黄金机遇,能否逆袭仍存疑!
Sou Hu Cai Jing· 2025-07-27 12:44
Core Insights - Indian manufacturing has not progressed significantly in the past decade, missing opportunities to replace China as a global manufacturing hub [1][2] - Infrastructure issues such as logistics, power supply, and port efficiency hinder India's manufacturing growth [1] - The Indian government's "Make in India" initiative has faced challenges due to bureaucratic inefficiencies and conflicting policies [2] Infrastructure Challenges - India needs to improve its logistics, electricity, and port infrastructure to compete with China's established systems [1] - Poor road conditions, low port efficiency, and unstable power supply create doubts for companies considering setting up factories in India [1] Policy and Bureaucracy - The "Make in India" initiative launched in 2014 aimed to attract foreign investment through tax reductions and simplified approval processes [2] - Despite a GDP growth rate of 8.7% in 2022, bureaucratic complexities and slow approval processes deter investment [2] Labor Quality Issues - India has a large young workforce, but the shortage of skilled labor limits manufacturing development [2] - Compared to China, which produces millions of skilled STEM graduates annually, India's vocational education remains underdeveloped [2] Environmental Concerns - High carbon emissions from coal-dependent energy structures pose challenges for Indian manufacturing to meet Western environmental standards [2] - The inability to address environmental issues further complicates India's position in attracting foreign investment amid global supply chain shifts [2]
莫迪突然清醒了,发现美国人根本靠不住,立马为中国献上3份大礼
Sou Hu Cai Jing· 2025-07-26 09:52
Core Viewpoint - India's recent shift in foreign policy reflects a realization that the U.S. is not a genuine ally but rather a user of India for its own strategic interests, leading to a more conciliatory approach towards China [1][10]. Group 1: U.S.-India Relations - Since Modi's administration began in 2014, India has invested over $30 billion in strengthening ties with the U.S., including purchasing 36 F-35 fighter jets and signing a $22 billion energy deal, yet has faced high tariffs from the U.S. [1][3]. - Trump's "reciprocal tariffs" policy has imposed a 30% punitive tariff on Indian steel and aluminum products, threatening $2 billion in exports and the livelihoods of 100,000 workers [3][4]. - Despite India's compliance with U.S. demands to limit Chinese investments and support supply chain diversification, it has not received any tariff exemptions from the U.S. [3][4]. Group 2: Technology and Resource Challenges - The U.S. has delayed the transfer of critical technology for fighter jet engines to India for five years, citing concerns over technology leaks, while semiconductor collaboration has also faced significant delays [4]. - India's attempts to replace Chinese rare earth supplies have failed due to its outdated extraction technology, revealing strategic vulnerabilities [5]. Group 3: Shift Towards China - In response to U.S. tariffs, Indian officials have suggested learning from China's trade war strategies, indicating a pivot towards China as a viable alternative [7]. - Recent diplomatic gestures towards China include a historic agreement to withdraw troops from disputed border areas, which could save $120 million annually in transportation costs for border residents [7]. - India has resumed approvals for Chinese solar projects and relaxed visa restrictions for Chinese tourists, indicating a thaw in relations [7][9]. Group 4: Domestic Sentiment and Political Divisions - Despite warming relations with China, there remains significant opposition within India's government, with 43% of officials against easing restrictions on Chinese imports [9]. - Public sentiment shows a dependency on Chinese goods, with 60% of consumer products in India sourced from China, despite some nationalist rhetoric against Chinese products [9]. - Internal divisions within the ruling party regarding the approach to China highlight the fragile consensus on foreign policy [9].
莫迪政府大祸将至,被逼到墙角的印度,这才想起中俄印大联合
Sou Hu Cai Jing· 2025-07-21 02:45
Core Insights - India's energy security is critically dependent on oil imports, with 90% of its oil sourced from abroad, making it vulnerable to fluctuations in international oil prices [2][3] - The Indian government is facing significant economic challenges, with GDP growth hitting a ten-year low of 4.1% in Q1 2025, partly due to the ongoing energy crisis exacerbated by geopolitical tensions [3][5] - The Modi administration's "Make in India" initiative is under threat from U.S. demands for increased local content in exports, which the current manufacturing capabilities cannot meet [5][6] Energy Dependency - India relies heavily on Russian oil, with the share of Russian crude in its imports rising from 30% to 35%, despite claims of diversifying sources [2] - The cost of switching suppliers from Russian oil could reach $2 billion due to the need for significant modifications to refining infrastructure [2] - India's attempts to diversify its oil imports have been largely ineffective, as evidenced by the increase in reliance on Russian oil despite claims of expanding supplier diversity [2] Geopolitical Tensions - The U.S. has increased pressure on India regarding its trade practices, threatening tariffs on Indian exports unless they meet stringent local content requirements [5] - India's trade with China and Russia has grown, with trade with China reaching $118.4 billion in 2024, indicating a shift in economic alliances amidst U.S. pressures [6] - The Indian government is caught in a complex geopolitical situation, attempting to balance relations with the U.S., China, and Russia while facing internal economic challenges [6][7] Strategic Responses - India has shown contradictory diplomatic behavior, criticizing China for expansionism while simultaneously seeking to revive trilateral cooperation with China and Russia [6][7] - The Indian government is exploring ways to mitigate U.S. pressures and the energy crisis, including potential adjustments to investment scrutiny for Chinese firms [7] - The strategy of maintaining a balance between the U.S. and Russia while addressing domestic energy needs remains uncertain and fraught with risks [9][10]