非关税壁垒

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美国副财长:与日本的问题是非关税壁垒。
news flash· 2025-07-03 15:12
Core Viewpoint - The U.S. Deputy Secretary of the Treasury stated that the issue with Japan pertains to non-tariff barriers [1] Group 1 - The U.S. is addressing concerns related to non-tariff barriers in trade with Japan [1]
欧盟对美贸易谈判底线曝光:愿接受10%普遍关税,但要豁免关键行业
Jin Shi Shu Ju· 2025-07-01 00:47
Core Points - The EU is willing to accept a trade arrangement with the US that includes a 10% universal tariff on many export goods, while seeking lower tax rates on key industries such as pharmaceuticals, alcohol, semiconductors, and commercial aircraft [1] - The EU is pushing for the US to provide quotas and exemptions to effectively reduce the 25% tariff on cars and auto parts, as well as the 50% tariff on steel and aluminum [1] - The EU must reach a trade arrangement with Trump by July 9, or face a potential increase in tariffs on nearly all exports to the US to 50% [1] - The EU and the US are increasingly optimistic about reaching a temporary agreement before the July 9 deadline, allowing negotiations to continue beyond the deadline [2] - The EU is seeking to address non-tariff barriers through a simplified agenda and has proposed exploring strategic procurement in areas like liquefied natural gas and artificial intelligence [2] - The EU estimates that US tariffs currently cover about 70% of its exports to the US, amounting to approximately €380 billion [3] - The EU has prepared countermeasures, including tariffs on €21 billion worth of US goods, in response to Trump's metal tariffs, targeting politically sensitive US states [4] - An additional tariff list targeting €95 billion worth of US products is also prepared, focusing on industrial goods such as Boeing aircraft and American-made cars [4] - The EU will assess any final results of the negotiations and decide on the acceptable level of asymmetry in the agreement [5]
韩国官员:贸易谈判主要涉及非关税壁垒,因为韩国对美国几乎实行零关税。
news flash· 2025-06-30 07:05
韩国官员:贸易谈判主要涉及非关税壁垒,因为韩国对美国几乎实行零关税。 ...
欧盟研究关税配额谋破局 黄金期货高位暴跌
Jin Tou Wang· 2025-06-27 03:28
今日周五(6月27日)亚盘时段欧盘时段,黄金期货目前交投于768.82元附近,截至发稿,黄金期货暂报 768.98元/克,下跌0.55%,最高触及774.70元/克,最低下探768.78元/克,成交量。目前来看,黄金期货 短线偏向看跌走势。 【要闻速递】 为缓解特定行业贸易压力,欧盟正研究引入关税配额制度,通过设定出口量阈值实施阶梯化关税政策。 以英美汽车贸易协议为例,该机制允许前10万辆出口车辆适用10%优惠关税,超量部分则恢复25%常规 税率。此类制度设计旨在为欧盟汽车、钢铁等敏感行业构建关税缓冲带,有效降低企业跨境贸易成本。 在平行开展的跨大西洋谈判中,美方将数字法规与环境标准等非关税壁垒纳入对等贸易协定磋商范畴, 引发欧盟高度警觉。欧盟委员会主席冯德莱恩严正声明,涉及主权核心的政策法规不容外部干预,但同 意在技术标准协调层面保持协商弹性。贸易专员马蒂亚斯·约根森进一步划定谈判底线:欧盟可优化合 规流程以提升贸易便利,但现有监管框架属不可逾越的"政策红线"。 此番表态凸显美欧在规则博弈中的结构性矛盾——美方试图通过"规则对等"突破欧盟监管主权,而欧盟 在坚守核心利益的同时,仅有限开放技术标准协调空间。双 ...
美国“抢进口”进展及影响测算
Zhong Xin Qi Huo· 2025-06-20 06:37
Report Industry Investment Rating There is no information provided regarding the report industry investment rating in the given content. Core Viewpoints - The U.S. is expected to continue the "import rush" from Southeast Asia until mid-June, accelerate the "import rush" from China in June and weaken it in July, and the mild restocking in the U.S. may end in August. The second quarter may see the peak of China's year-on-year export growth rate for the year, followed by a quarterly decline. Under a neutral assumption, China's annual export year-on-year growth rate may be approximately 1.5%. [2][3] - The outcome of China-U.S. tariff negotiations has influenced the pace of the U.S. "import rush" from China. The progress of tariff negotiations between the U.S. and economies with close trade ties to China has a significant impact on China's exports. [17][42] - The export pressure will intensify in the second half of the year, and domestic stable growth policies may be stepped up in the fourth quarter. [64] - "Import rush" will support the short - term U.S. economy, and the market trading contradiction has shifted from tariffs to U.S. fiscal and credit issues. It is recommended to strategically allocate gold and non - dollar assets. [66] Summary by Directory 1. Overview - In April, high reciprocal tariffs between China and the U.S. led shipping companies to reallocate capacity to other routes, causing a slow recovery of U.S. route capacity. The U.S. "import rush" from China is expected to intensify in June and weaken in July. [7][14] - The "import rush" is first reflected in freight rates, and the shipment lags behind freight rates. Since June 3, the daily shipment volume from China to the U.S. has been above 49 ships. [8][9] - The U.S. "import rush" from Southeast Asia may lead China's "re - export rush" to last until mid - June at most. [10][15] - The U.S. weak restocking may end in August. [11][15] - The future trend of China's exports depends on tariff changes in the global trade environment. The main export destinations in 2024 were ASEAN, the U.S., the EU, etc. [12][16] - The progress of U.S. - Southeast Asia negotiations may impact China's re - export of labor - intensive products, and the inertia of EU economic policy decisions may affect Sino - EU trade. [13][16] 2. Imports Rush of the U.S. - The outcome of China - U.S. tariff negotiations affects the U.S. "import rush" from China. During the tariff tension period (April 9 - May 9), the number of fully - loaded vessels decreased. During the tariff easing period (from May 12), it boosted the "import rush". [17][20] - In April, high reciprocal tariffs led to a slow recovery of U.S. route capacity, and in late May, the actual shipping data continued to decline. [25][26] - The U.S. "import rush" from China is expected to end by mid - June, and after mid - June, the incremental volume of China's "re - export rush" through Southeast Asia will be limited. [31][34] - The U.S. may reach the turning point of inventory growth rate in August. [37][38] 3. Tariff Negotiations - China's current export demand may be from backlogged orders, and the future export trend depends on tariff changes. The suspension of Trump's reciprocal tariffs for some economies will expire on July 8. [42][43] - The U.S. has only signed agreements with China and the UK, and the EU - U.S. negotiation progresses slowly. The U.S. increasing steel and aluminum tariffs will pressure the negotiation. [47] - Sino - European relations seem to improve, but the EU's potential restrictions on China and the inertia of its economic policy may affect trade. [48][49] - Japan, Indonesia, India and the U.S. have relatively good negotiation progress, but India's stance has hardened recently. [52][54] - Attention should be paid to the U.S. - Southeast Asia negotiation progress and its impact on China's entrepot trade. [53][55] 4. Different Scenarios - China's exports from May to July will maintain resilience, but the U.S. has increased non - tariff barriers against China, and the Sino - U.S. trade trend is uncertain. [56][62] - Three scenarios are assumed: in the optimistic scenario, China's 2025 export growth rate may be around 3%; in the neutral scenario, it may be around 1.5%; in the pessimistic scenario, it may be around - 2%. [58][63] - The export pressure will intensify in the second half of the year, and domestic stable growth policies may be stepped up in the fourth quarter. [64][65] 5. Asset Outlook - "Import rush" will support the short - term U.S. economy, and the market trading contradiction has shifted. It is recommended to strategically allocate gold and non - dollar assets. The bond market has value for dip - buying after the funding pressure subsides, and the stock market and commodities are expected to fluctuate in the short term. [66][67]
全线下跌!关税,突传重磅!
券商中国· 2025-06-19 23:22
Group 1: EU and US Tariff Negotiations - The EU is attempting to reach a trade agreement with the US similar to the one between the UK and the US, aiming to resolve some disputes before the July 9 deadline to avoid immediate tariff retaliation against the US [2][4] - As of June 19, major European stock indices fell over 1%, indicating market concerns regarding the ongoing tariff negotiations [2] - The US has raised tariffs on EU steel and aluminum products from 25% to 50%, with President Trump threatening to increase tariffs to 50% if no agreement is reached [5] Group 2: Global Investment Risks - The UN warns that due to tariff policy uncertainties and escalating geopolitical tensions, global foreign direct investment (FDI) is at risk of declining for the third consecutive year [3][17] - The UN's report indicates a projected 11% decline in global FDI in 2024, following a significant drop in 2023 [18] - The report highlights that trade tensions have led to a downward adjustment of most FDI outlook indicators, with early 2025 data showing record lows in transaction and project activities [19] Group 3: Internal EU Dynamics - Internal divisions within the EU are weakening its negotiating position, with some countries like France advocating for retaliation against the US, while others like Italy and Hungary prefer continued negotiations [9][10] - The EU is considering a 10% "reciprocal tariff" along with lower tariff quotas in sectors like steel and automobiles, which some member states may reluctantly accept [11] - The EU has proposed increasing purchases of liquefied natural gas and military equipment to reduce its trade surplus with the US, which stands at €198 billion annually [12]
特朗普再批欧盟“要么提好协议,要么付钱”,有何谋划?|全球贸易观察
Di Yi Cai Jing· 2025-06-19 10:54
Core Viewpoint - The ongoing trade negotiations between the US and EU are marked by tensions, with President Trump insisting on a fair trade agreement or else higher tariffs will be imposed on the EU [3][4][12]. Group 1: Trade Negotiations - Trump criticized the EU for not presenting a fair trade agreement, emphasizing that the EU must either propose a good deal or face financial consequences [3][4]. - The US and EU are under pressure to reach an agreement before the July 9 deadline for tariff suspension, with negotiations accelerating recently [5][7]. - The EU aims to finalize an agreement before the expiration of the 90-day suspension period to avoid higher reciprocal tariffs [7]. Group 2: Tariff Implications - Trump has threatened to impose a 20% tariff on the EU due to the significant trade surplus the EU has with the US, which is currently on hold [7][13]. - The EU has already approved tariffs on $21 billion worth of US goods in response to US steel and aluminum tariffs, with additional tariffs on $95 billion of US products being prepared [14]. - The EU's exports to the US are significantly affected by Trump's tariffs, covering €380 billion worth of products, which accounts for about 70% of total EU exports to the US [13]. Group 3: Economic Impact - The negotiations are complicated by the need for the EU to address the trade deficit issue, which requires a combination of market access, purchasing US products, and investment in the US [5][10]. - The Oxford Economics report indicates that higher tariffs could negatively impact trade, with the US facing supply shocks that may lower growth and increase inflation, while the EU may experience demand shocks [14].
日本政府:日本首席谈判代表、经济再生大臣赤泽亮正和美国商务部长Lutnick于6月5日会面,双方会谈了110分钟,赤泽亮正强烈要求重新研议美国关税;双方讨论了非关税壁垒和贸易扩张。
news flash· 2025-06-05 23:59
日本政府:日本首席谈判代表、经济再生大臣赤泽亮正和美国商务部长Lutnick于6月5日会面,双方会 谈了110分钟,赤泽亮正强烈要求重新研议美国关税;双方讨论了非关税壁垒和贸易扩张。 ...