Group 1 - The "China-Europe Diplomatic Relations 50th Anniversary Forum" was held to commemorate the 50 years of cooperation between China and the EU, focusing on global trade, investment, innovation, digital transformation, and climate action [1][3] - The forum highlighted the historical significance of the diplomatic relationship established in 1975, marking a key step in China's opening up to the world [3][4] - Keynote speeches emphasized the importance of strategic autonomy for the EU and the potential for cooperation in addressing challenges such as climate change and economic development [4][5] Group 2 - The forum featured discussions on the evolution of China-EU relations, emphasizing mutual respect and rule-based multilateralism as foundations for sustainable development [4][6] - The role of the China Europe International Business School (CEIBS) as a bridge for China-EU dialogue and cooperation was underscored, highlighting its contributions to economic and cultural exchanges [6][7] - Roundtable discussions focused on energy, trade, investment, and green development, with participants advocating for fair competition and sustainable development principles [7]

Core Viewpoint - Trump's new policy to impose a 100% tariff on foreign-made films entering the U.S. is seen as a continuation of his protectionist agenda, which may harm the domestic film industry rather than protect it [3][5]. Industry Impact - The proposed film tariff will significantly impact the U.S. film industry's supply chain, leading to increased production costs and potentially fewer films being produced, which could disrupt the entire industry ecosystem [5]. - Hollywood's reliance on overseas locations, special effects teams, and post-production services means that the tariff could lead to a substantial increase in production expenses, ultimately harming the film distribution business [5]. International Response - European lawmakers have expressed strong opposition to Trump's film tariff, labeling it as a form of trade protectionism. They warn that retaliatory measures could be taken, such as limiting U.S. film imports or imposing additional taxes on American films, which would severely affect Hollywood's international box office revenues [6]. - If Europe enacts countermeasures, it could diminish the influence of American films in European markets, leading to a significant reduction in international ticket sales [6]. Cultural Exchange - The implementation of a film tariff could hinder cultural exchange between nations, as films serve as vital cultural conduits. A retaliatory response could further weaken cultural penetration and influence [8]. - While the immediate impact on Chinese films may be limited due to their small market share in the U.S., the long-term effects of disrupted international cultural trade could destabilize the global film market [8]. Conclusion - Trump's approach to tariffs, particularly in the film industry, is viewed as a misguided attempt that may not yield the desired protective effects and could lead to greater isolation for the U.S. in the international market [9].

Core Insights - China's foreign trade shows strong resilience and growth potential despite global economic challenges, with exports increasing by 8.1% year-on-year and imports decreasing by 0.2%, leading to a trade surplus of $96.18 billion, up 33.6% [1] Group 1: Export Performance - The export structure is continuously optimizing, with steady growth in electromechanical and high-tech product exports, while labor-intensive product exports remain weak [1] - In April, electromechanical product exports reached $190.58 billion, with significant growth in integrated circuits, audio-video equipment, general machinery, LCD modules, and ships [1] - The shift in export product structure indicates the effectiveness of China's manufacturing transformation and upgrade, enhancing the technical content and added value of exported products [1] Group 2: Trade Diversification - China's trade relationships are diversifying, with stable imports and exports to major economies except for the U.S., where trade has been negatively impacted by "reciprocal tariffs" [2] - Exports to ASEAN, Central Asia, Latin America, and Africa have seen rapid growth, with double-digit increases, while exports to the EU and Japan remain stable [2] - Strengthening trade ties with ASEAN, Latin America, and Central Asia promotes a more balanced trade market and enhances China's foreign trade's risk resistance [2] Group 3: New Trade Dynamics - New productive forces are rapidly developing, fostering competitive enterprises in high-end, intelligent, and green manufacturing, which supports the transformation and upgrade of foreign trade [2] - The equipment manufacturing sector has seen significant growth, representing a substantial portion of foreign trade, while domestic brand exports are increasing in scale and share [2] - The "cross-border e-commerce + industrial belt" model is thriving, providing a broad platform for SMEs to enter international markets, with digital technology reshaping competitive advantages in foreign trade [2] Group 4: Future Outlook - China's foreign trade faces external challenges, including global economic uncertainty and trade protectionism, which may impact trade dynamics [3] - The "reciprocal tariffs" from the U.S. have led to a "rush to export" effect, with a decline in new export orders and purchasing indices in April, indicating weaker export expectations [3] - To mitigate the impact of reduced external demand, China has implemented various supportive policies for foreign trade enterprises, including tax reductions and improved business environments [3] Group 5: Trade Development Trends - Future foreign trade is expected to show a differentiated trend, with stable and accelerating trade with closely linked economies, while others may experience slow growth due to global economic slowdown or trade protectionism [4] - High-tech products and key components are likely to maintain stable growth, while traditional low-value-added industrial and labor-intensive products are more susceptible to external influences [4] - Enterprises with strong technological reserves and international competitiveness may accelerate their globalization efforts, while SMEs reliant on external markets should actively seek transformation [4]

据日本广播协会网站近期报道，围绕美国的关税措施，日本首相石破茂在民营电视台节目中表示，绝对不能接受对汽车 等加征关税，并反复强调要力争以符合日美双方国家利益的方式达成协议。 石破茂（资料图） 4月初，美国政府宣布对所有贸易伙伴征收新关税。其中东南亚国家柬埔寨、老挝和越南分别面临49%、48%、46%的关 税，属于美国所有贸易伙伴中的最高水平。《日经亚洲评论》称，如果"对等关税"实际启动，将给依赖出口的东南亚经 济体带来沉重打击。就在这一背景下，美国贸易代表办公室（USTR）日前还将越南、柬埔寨、孟加拉国、肯尼亚、中 国、印度和欧盟等列为"造成贸易体系失衡的经济体"，称其损害了美国纺织和服装行业。声明表示，与会官员们重申"坚 定维护多边主义，支持以WTO为核心、基于规则、非歧视、自由、公平、开放、包容、平等和透明的多边贸易体系"。日 本共同社称，该声明对有可能给亚洲地区经济造成较大打击的美政府关税政策进行制约，鲜明展现了团结一致推进自由 贸易的姿态。 日本经济在外人来看可能会觉得是多种经济体系并存，但其实支撑日本产业的中流砥柱还是日本汽车产业。数据显示， 去年日本对美国汽车出口超过400亿美元，在出口美国的占比 ...

日本经济在外人来看可能会觉得是多种经济体系并存，但其实支撑日本产业的中流砥柱还是日本汽车产业。数据显示， 去年日本对美国汽车出口超过400亿美元，在出口美国的占比中高达30%，更关键的是，日本汽车产业养活了全国十分之 一的就业人口。结果特朗普一纸令下，直接给日本汽车加了25%的关税，最严重的后果就是日本对美国出口直接腰斩， 工厂关停，工人失业，整个汽车行业一落千丈。这种情况下，就算日本再亲美，也不会拿自己的命脉当筹码。并且石破 茂急需为7月选举给自己拉票，正赶上特朗普向日本施压，给石破茂创造了绝佳机会，从他两次强硬表态后，支持率上升 就能看出，他对美国强硬，不只是为了日本经济，更是为了选票。 贸易（资料图） 美国对日本的贸易政策，宛如一把悬在头顶的达摩克利斯之剑，始终影响着日美关系的走向。特朗普政府为了追求所谓 的"美国优先"，对日本汽车挥起了加征25%关税的大棒。据相关资料显示，日本汽车产业是其经济的重要支柱，去年日本 对美国汽车出口超过400亿美元，占出口美国的占比高达30%，更关键的是，日本汽车产业养活了全国十分之一的就业人 口。特朗普的这一决策，让日本汽车产业遭受了毁灭性打击，对美出口直接腰斩，大量工 ...

Core Points - The U.S. Department of Commerce announced an anti-dumping duty of 477.97% on thermoformed molded fiber products produced in China, alongside a countervailing duty investigation [1][2] - Vietnam also faces anti-dumping duties, with rates ranging from 0.76% to 211.6% [1] - This action follows a previous announcement on April 22 regarding anti-dumping and countervailing duties on crystalline silicon photovoltaic cells from several Southeast Asian countries [2] Company and Industry Summary - The anti-dumping duties target Chinese manufacturing and export industries, as indicated by the list of companies affected [2] - The final decision on the anti-dumping duties for the products from China and Vietnam is expected to be implemented by September 8, 2023, pending a ruling from the U.S. International Trade Commission (ITC) [2] - The investigation was initiated by U.S. companies and industry associations, including Genera and Tellus Products, LLC, as well as the AFL-CIO [2]

本文来自微信公众号：出行一客 （ID：carcaijing），作者：王静仪，编辑：施智梁，题图来自：AI生 成 第一批装载着被加征145%关税货物的轮船正陆续抵达美国，关税对航运业的冲击已然显现。 早在2024年底，韩国船舶制造巨头韩华海洋就以1亿美元的价格收购了美国费城造船厂（Philly Shipyard），并更名为韩华费城船厂（Hanwha Philly Shipyard），成为首家成功收购美国船厂的韩国企 业。 近期韩华宣布，将启动在美国本土建造LNG（液化天然气）运输船的计划。这意味着，若计划顺利推 进，这会是美国自20世纪70年代以来首次在本土造船厂建造LNG运输船。 深圳大学特聘教授、博士生导师、深圳国际海事研究院院长陈继红对《财经》分析，美国市场的消费品 供应高度依赖集装箱海运，该措施不仅推高进口商品价格、加剧美国通胀危机，还可能冲击年出口额超 7500亿美元的美国海运贸易，损害依赖出口的产业和就业市场。 陈继红指出，国际货币基金组织相关研究表明，航运成本是全球通胀的重要驱动因素，当运价翻倍时， 通胀率会上升0.7个百分点。近五年来，美国的通胀危机愈演愈烈，根据美国劳动统计局（U.S.Bure ...

美国政坛对货币政策的分歧在本周持续发酵。副总统万斯周四接受媒体采访时，对美联储主席鲍威尔的 施政方针提出系统性批评，其言论与总统特朗普近期的政策攻势形成政治共振。 万斯指出，尽管承认鲍威尔的个人品格，但其政策执行存在"系统性滞后"：在应对拜登政府时期的通胀 飙升时反应迟缓，在通过贸易政策维护美国经济利益方面同样错失时机。"他在每个关键节点都判断失 误，这种被动应对正在侵蚀美国民众的财富安全。"副总统的表态与其上司特朗普的批评口径高度一致 ——特朗普本周将与美联储主席的沟通形容为"对牛弹琴"，并公开质疑联邦公开市场委员会维持 4.25%-4.5%基准利率区间的决策，特别指出全球主要央行已普遍转向宽松周期的背景下，美联储的按兵 不动显得格外突兀。 面对政治压力，鲍威尔在公开场合重申美联储的政策独立性。他强调当前就业市场保持韧性，核心通胀 率持续回落至2.4%区间，为审慎调整货币政策提供了空间。这位央行掌门人特别提及关税政策对经济 增长路径的扰动，指出贸易保护主义措施可能通过输入型通胀和供应链重构对经济前景构成不确定性。 美联储最新利率决议显示，联邦基金利率目标区间连续第三次维持不变，符合市场主流预期。决策层在 声 ...

①美英达成贸易协议框架 美股收高 昨晚，特朗普宣布与英国达成重大协议，将降低贸易壁垒，扩大美国商品市场准入，英国政府同意在进 口美国食品和农业产品方面作出让步，以换取美国降低对英国汽车出口的关税。特朗普表示，协议的全 部细节将在未来几周内继续磋商，英国将加快美国商品通关流程，降低农业、化工、能源和工业出口品 的壁垒。英国首相斯塔默表示，该协议将促进美英贸易，保护并创造就业。该协议在华尔街引发谨慎乐 观情绪，美股隔夜上涨。英国在美国贸易中角色相对较小，且美国对英国商品征收的10%关税将继续实 施。双方在一些关键细节上存在分歧，凸显了协议是在仓促之下达成的。 国鸣投资秦毅：昨天宣布的是一份贸易框架协议，而不是完整广泛的自由贸易协议。美国商务部长卢特 尼克表示，对美国存在贸易逆差的国家，10%的基准关税是最好的结果，美国与英国达成首个贸易协 议，未来数周达成数10项贸易协议，预计7月8日前达成，也希望与亚洲大国达成贸易协议。美国获得英 国100亿美元波音合同，包括乙醇、牛肉等农产品进入英国市场；英国方面的罗尔斯-罗伊斯喷气发动机 和零部件免税，钢铝关税取消；出口10万辆汽车按10%关税，超过按25%关税执行。 法国 ...

据欧盟统计，自今年1月特朗普政府上台，美国已对价值3790亿欧元的欧盟对美出口加征关税，占欧盟 对美出口总额的70%。欧盟称美国关税正在推高企业经营成本，抑制增长，加剧通胀，致使经济形势面 临更多变数。(完) 中新社布鲁塞尔5月8日电 (记者德永健)欧盟8日公布对美关税反制清单，显示如果欧美贸易谈判破裂， 欧盟计划对美国输欧民用飞机、汽车、医疗器械乃至农产品、酒类产品等加征报复性关税。 （文章来源：中国新闻网） 欧盟委员会当日在一份公告中称，如果正在进行的欧美贸易谈判无果而终，美国加征的关税未能撤销， 欧盟将对总值950亿欧元的美国输欧产品加征报复性关税。即日起至今年6月10日，欧盟就反制清单征求 公众意见。 公告称，欧盟还准备就美国所谓"对等关税"和汽车关税向世界贸易组织提出磋商请求，认为这些关税公 然违反世贸组织基本原则。欧盟的目标是重申国际贸易规则的重要性，"包括美国在内的任何世贸组织 成员都不能单方面无视这些规则"。 今年3月12日，美国钢铝关税举措正式生效。4月2日，美国宣布对所有贸易伙伴加征所谓"对等关税"。4 月3日，美国汽车关税举措正式生效。4月9日，美国宣布90天内暂缓对欧盟等贸易伙伴加征所 ...