贸易保护主义

Search documents
美对等关税多米诺效应系列研究(二)——全球供应链或加速重组
Lian He Zi Xin· 2025-08-17 10:44
Group 1: Tariff Policy Characteristics - Trump's tariff policy exhibits a "country-specific differentiation and important goods overlay" dual-track feature, aiming to reshape bilateral trade mechanisms while addressing trade deficits[4] - The tariff rates imposed on the UK were set at 10%, the lowest tier, due to concessions made by the UK government on imports of US food and agricultural products[5] - The US has reached agreements with the EU, Japan, and South Korea for a 15% tariff increase, with the EU committing to invest $600 billion in the US and Japan investing $550 billion in various sectors[5] Group 2: Impact on Global Supply Chains - The tariff policy is expected to significantly disrupt global supply chains, with localization and regionalization becoming mainstream trends in supply chain restructuring[4] - The US is projected to maintain control over high-end supply chain segments, with China evolving into an indispensable "central node" in global supply chains[24] - The EU is anticipated to become a key recipient of mid-to-high-end technology supply chain transfers, while ASEAN and Latin America can leverage "friend-shoring" and "near-shoring" advantages[24] Group 3: Economic and Trade Implications - The US's trade deficit in categories like transportation equipment and machinery is projected to exceed $1 trillion by 2024, prompting a focus on tariffs for semiconductors, pharmaceuticals, and automobiles[10] - The cumulative tariff rate for Indian goods entering the US has reached 50%, the highest among current global tariffs, indicating a significant leverage point for negotiations[6] - The US's import volume is nearing $3.3 trillion in 2024, granting it substantial influence over global supply chain adjustments[18]
中方在WTO起诉加拿大钢铁等产品进口限制措施,商务部回应
第一财经· 2025-08-16 10:08
2025.08. 16 本文字数:1354,阅读时长大约3分钟 作者 | 第一财经 冯迪凡 据悉,中国在世贸组织(WTO)就加拿大钢铁等产品进口限制措施提起诉讼。 据商务部信息显示,当地时间7月16日,加拿大财政部网站发布公告,表示为应对美国钢铁关税和全 球钢铁产能过剩,自8月1日起,将扩大进口钢铁关税配额适用范围、收紧现有配额,对配额外进口 征收附加税。此外,将对自美国以外国家进口的含有在中国熔化和浇铸钢铁的产品征收25%的附加 税。 对此,商务部新闻发言人在7月18日表示,加方以保护本国产业为由,宣布采取对含有中国钢铁成分 的产品加征关税等单边措施,有关做法违反WTO规则,扰乱国际贸易秩序,损害中方利益,是典型 的单边主义、保护主义行径。 商务部新闻发言人还表示,事实上,造成加国内钢铁产业遭遇困境的主要原因是美国的单边关税措 施,但加政府却回避主要矛盾,还试图将产业损害转嫁给包括中国在内的其他贸易伙伴。加方做法于 理不合、于法无据、于事无补,将严重损害中加两国正常经贸合作。 商务部发言人还表示,中方希望加方从维护多边贸易体制、维护中加经贸关系大局出发,立即纠正错 误做法,停止限制措施。中方将采取一切必要措 ...
美国钢铝关税再升级,全球贸易秩序承压
Sou Hu Cai Jing· 2025-08-16 09:47
Group 1 - The U.S. government has expanded the scope of tariffs on steel and aluminum imports to include 407 additional product codes, effective August 18, indicating a continued trend of trade protectionism [1][3] - The unilateral tariff policy is expected to disrupt global supply chains, increasing costs for related companies and potentially forcing multinational corporations to reconsider their procurement strategies and production locations [3][6] - The tariff increase may lead to retaliatory measures from affected countries, escalating trade tensions and impacting global market prices and supply chain stability [3][4] Group 2 - The policy highlights issues in U.S. global economic governance, as it relies on unilateral tariffs to gain political leverage while undermining international trade rules and multilateral cooperation [4][9] - Capital markets are reacting sensitively to the policy, with increased volatility in stock prices of affected industries, as investors seek safer investments amid policy uncertainty [6][9] - The long-term implications of the tariff increase may weaken U.S. competitiveness in international markets, as companies will need to factor in policy risks alongside efficiency and cost considerations [7][9]
美国:扩大对钢铁和铝进口征收50%关税的范围
财联社· 2025-08-16 03:38
据央视新闻,当地时间8月15日, 美国特朗普政府宣布扩大对钢铁和铝进口征收50%关税的范围,将数百种衍生产品纳入加征关税清单。 美国商务部在当天晚间发布的《联邦公报》公告中表示,工业与安全局已将407个产品编码加入《美国协调关税表》,这些产品将因所含钢 铁和铝成分而被加征额外关税。 公告称,这些产品中非钢铁和铝的部分,将适用特朗普总统对特定国家商品所征收的关税税率。 扩大的关税清单 将于8月18日正式生效。 当地时间6月3日,美国白宫发表声明称,美国总统特朗普宣布将进口钢铁和铝及其衍生制品的关税从25%提高至50%。该关税政策自美国 东部时间2025年6月4日凌晨00时01分起生效。 ...
加拿大敬酒不吃吃罚酒!中国“超级生气”,油菜籽成“炮灰”
Sou Hu Cai Jing· 2025-08-16 03:13
Group 1 - The core issue revolves around China's imposition of a 100% tariff on Canadian canola meal, which is seen as a retaliatory measure against Canada's recent tariffs on Chinese electric vehicles and steel products [1][3][5] - Canada is the largest supplier of canola to China, with exports valued at CAD 4.9 billion in 2024, accounting for 67% of its canola exports, making this a critical economic issue for Canada [1][5] - The 100% tariff and a 75.8% temporary anti-dumping tax effectively block Canadian canola from the Chinese market, while China can source canola from other countries like Australia and Russia [1][7] Group 2 - Canada's actions are viewed as aligning with U.S. strategies, which has led to accusations of trade protectionism and discrimination from China, citing violations of WTO rules [3][5] - The political implications of the tariff are significant, as it exacerbates tensions between the Canadian federal government and its western provinces, which are heavily reliant on canola farming [7][9] - China's strong response is framed as a warning to other nations, particularly the U.S. and EU, indicating that those who engage in trade wars will face consequences [7][9]
对华加征200%关税?美国号令失败,七国集团根本不给美国人面子
Sou Hu Cai Jing· 2025-08-16 03:13
Group 1 - The core issue revolves around the U.S. Treasury Secretary's proposal for a 200% tariff on China, which was discussed during the G7 summit in Canada, but faced significant resistance from European leaders [3][4][6] - The proposal was intended to penalize countries purchasing Russian energy, but its primary target was China, aiming to indirectly suppress Chinese exports [6][7] - European countries, including Germany, France, and Italy, expressed their refusal to support the proposal due to their economic reliance on China, with annual trade exceeding $800 billion [9] Group 2 - The potential implementation of such high tariffs could lead to a spike in Europe's inflation rate, which is currently at 4.2%, possibly rising to double digits [9] - The U.S. strategy of linking the Russia-Ukraine conflict with trade issues against China has been perceived as a miscalculation by European leaders, who view it as an unnecessary provocation [9][10] - The U.S. and Europe are unlikely to reach a consensus on the tariff issue, with Europe likely to maintain good trade relations with China despite verbal support for the U.S. [11] Group 3 - The U.S. Treasury Secretary's insistence on European participation in sanctions against China reflects a desire to showcase Western unity, especially ahead of a meeting between Trump and Putin [10] - The ongoing tensions highlight a broader economic dilemma, where the U.S. seeks to leverage Europe while Europe resists becoming an economic scapegoat [10][11] - Long-term implications suggest that unilateral U.S. sanctions could drive countries towards alternative economic systems, potentially diminishing reliance on the dollar [11]
刚果(布)学者:美国无视规则 随意挥舞关税大棒
Yang Shi Xin Wen Ke Hu Duan· 2025-08-16 01:59
近日美国挥舞关税大棒,让多国经济受损。刚果(布)经济学家在接受总台记者采访时表示,美国这种自私的行径让全球面临经济倒退的风险。 刚果(布)经济与金融专家 阿方斯·恩东戈:可以肯定的是,美国正通过高关税方式禁止非洲商品进入美国市场。而与此同时,中国向非洲开放市场,非洲 产品通过正常关税的方式进入中国。因此,目前我们还在坚守阵地,因为我们知道我们最好的贸易伙伴是中国。目前因为刚果(布)的大部分产品都销往中 国,因此美国挥舞关税大棒并没有给我们国家经济带来太大影响。 刚果(布)经济与金融专家 阿方斯·恩东戈:美国施行的是一项只顾自己,不管他人的保护主义政策,这意味着美国可以随意推翻其他公平机制。美国对中 国、对非洲等世界各国随意征收关税。目前对非洲来说,各国经济体量比较小,即使这样,我们还是被美国加征关税,这使非洲产品在美国价格提升,竞争 力下降。 谈到非洲因美国关税政策受到的影响时,恩东戈说,中非合作极大缓解了非洲各国面临的困境。 ...
特朗普取消关税的条件,被美国财长说了出来:只需要满足一个前提
Sou Hu Cai Jing· 2025-08-16 00:13
Core Viewpoint - The U.S. Treasury Secretary's remarks suggest that the tariffs imposed by the Trump administration may gradually diminish, akin to "melting ice," but only if manufacturing returns to the U.S. and trade imbalances are corrected according to American standards [1][3]. Group 1: Tariff Policy Implications - The statement serves as a justification for the Trump administration's tariff policy, revealing the U.S.'s intention to maintain dollar hegemony by harming other economies and establishing a form of trade protectionism under the guise of "America First" [3]. - The Secretary emphasized the importance and difficulty of trade negotiations with China, expressing concerns over China's movement up the value chain, which necessitates tariffs to achieve a "rebalanced" global trade environment [3][5]. Group 2: Challenges of Reindustrialization - Achieving the goal of reindustrialization in the U.S. is questioned, as rebuilding a complete industrial system is a long-term endeavor, especially given the prolonged period of deindustrialization that has weakened the foundation of U.S. manufacturing [5]. - Key requirements for manufacturing to return include stable raw material supplies, skilled labor, and robust infrastructure, all of which the U.S. currently struggles with due to high material costs, labor shortages, and inadequate infrastructure [5]. Group 3: Economic Impact of Tariffs - The tariffs have negatively impacted the U.S. economy, contributing to rising domestic prices and increased living costs for consumers, indicating that the high tariffs are unlikely to be sustainable in the long run [7]. - As the "ice block" of tariffs melts, the feasibility of achieving the ambitious goal of reindustrialization remains uncertain, raising doubts about whether this is merely a facade for the tariff policy [8].
特朗普要求被拒绝,中国将订单转交他国,美国2200万吨库存销不掉
Sou Hu Cai Jing· 2025-08-15 22:56
在全球贸易的棋局中,一粒小小的黄豆,牵动着中美两国乃至全球农业的神经。2025年,美国大豆产业正经历一场前所未有的寒冬,而这场危机的根源,或 许要追溯到数年前特朗普政府挑起的对华贸易摩擦。 大豆困局:特朗普政府的贸易政策与美国农业的寒冬 在2025年8月中旬,一个标志性的时刻到来:中国进口商几乎完全停止了从美国采购大豆。事实上,中国海关的最新数据显示,自2025年5月以来,美国大豆 对华出口已接近冰点。对于美国农业界而言,更令人焦虑的是,中国买家已经连续14周没有下单采购美国新季大豆。按照以往的采购节奏,中国通常在年初 就开始预订秋季收获的美国大豆,而2025年的"缺席"创下了近20年来最晚采购纪录。 让我们将时间拨回2025年8月10日深夜,美国总统特朗普在社交媒体上的一条消息,将这场大豆危机推向了聚光灯下。他写道:"中国担心大豆短缺。我们伟 大的农民生产最强壮的大豆。我希望中国的大豆订单能迅速翻两番。"他还在结尾处特意加了一句:"这也是大幅减少中国对美国贸易逆差的一种方式。" 这条信息发出的第二天,路透社援引多位国际贸易商的消息证实,中国进口商已完成9月总量约800万吨的大豆采购,但无一吨来自美国,全部来 ...
中国就加拿大钢铁进口限制向WTO起诉,“中加贸易争端再升级”
Sou Hu Cai Jing· 2025-08-15 19:06
【文/观察者网 王恺雯】针对加拿大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,中方于8月15日在世贸组织 (WTO)提起诉讼。 加拿大自知与美国的谈判难以取得进展,竟转身将矛头对准了中国,炒作所谓"产能过剩"谬论,声称在美国面临高额关税的中国,正寻求向加 拿大出口更多廉价钢材,将对本土市场造成冲击。 中国是加拿大第二大贸易伙伴,2024年双边贸易额约1200亿加元。加拿大工业部数据显示,2024年加拿大钢铁进口额超过160亿美元,其中近 一半来自美国,约10%来自中国;加拿大出口钢铁超过120亿美元,其中91%销往美国,4%销往墨西哥。 "中加贸易争端进一步升级。"彭博社注意到,就在3天前,中国才宣布对加拿大进口油菜籽实施临时反倾销措施。加拿大总理卡尼14日曾表 示,加拿大将推进与中国开展建设性对话,"解决我们各自的贸易关切"。 彭博社指出,自从去年加拿大时任特鲁多政府宣布对中国电动汽车、钢铝产品加征关税,中加两国的贸易关系就趋于紧张。 今年3月,中国宣布对加拿大菜子油、油渣饼等加征100%关税;8月12日,中国商务部发布公告,认定原产于加拿大的进口油菜籽存在倾销, 决定采用保证金形 ...