贸易保护主义

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忍无可忍!莫迪终于翻脸了,不仅供出美国,还主动宣布访华
Sou Hu Cai Jing· 2025-08-08 13:22
Group 1 - The U.S. plans to significantly increase import tariffs on Indian products due to India's substantial purchases of Russian oil, which has raised concerns about India's economic security [1][3] - The Indian textile industry, a crucial export sector, faces severe challenges as U.S. tariffs increase costs, leading to reduced orders from American importers and potential job losses for many workers [3] - The Indian pharmaceutical sector, a major global supplier of generic drugs, is also adversely affected as the tariffs diminish price competitiveness in the U.S. market, prompting U.S. healthcare providers to seek alternative sources [3] Group 2 - In response to U.S. pressure, the Indian government is encouraging citizens to buy local products to mitigate the economic impact of global uncertainties, emphasizing India's potential to become the world's third-largest economy [4] - India has criticized the U.S. for its double standards regarding the purchase of Russian oil, highlighting that other countries engaging in similar trade have not faced similar tariff sanctions [4] - Brazil aims to double its trade with India from the current $12 billion, seeking to diversify its trade partnerships and enhance cooperation in sectors like aviation, which could benefit both economies [6] Group 3 - Recent developments indicate a warming trend in China-India relations, with both countries recognizing the importance of their markets and striving for stable trade despite existing tensions [8] - High-level interactions between Indian and Chinese officials, including participation in the Shanghai Cooperation Organization meetings, reflect India's commitment to strengthening ties with China [8] - The evolving dynamics between India, the U.S., and Brazil, along with adjustments in India-China relations, are likely to influence the political and economic landscape in South Asia and beyond [8]
特朗普加码关税施压 美国遭三重挑战
Zhong Guo Qing Nian Bao· 2025-08-08 08:02
加拿大广播公司(CBC)报道称,从底特律三大汽车制造商宣布今年将因关税面临数十亿美元的额外成 本,到田纳西州一家不锈钢炊具制造商仅一批货物就被征收7.5万美元的关税,再到咖啡馆因巴西咖啡 豆被加征关税而考虑提高咖啡售价……关税对美国产业链的冲击正快速显现。 平均税率创1934年以来最高纪录 根据7月31日美国白宫公布的行政令,美国将对69个贸易伙伴出口至美国的产品加征高额关税,税率范 围从10%至41%不等。 据美国耶鲁大学预算实验室最新测算,目前美国整体平均关税税率已升至18.3%,创下自1934年以来的 最高纪录。在今年年初,该税率尚在2%至3%之间。 美国《纽约时报》评论指出,特朗普此举标志着美国正在远离以往通过谈判和规则主导的国际贸易体 系,转而推行更为孤立和保护主义的贸易模式。美国康奈尔大学贸易政策教授埃斯瓦尔·普拉萨德将此 称为"全球贸易一体化史上的黑暗一天"。 国际关系学院知识产权与科技安全研究中心副主任、国际政治系讲师孙冰岩对中青报·中青网记者表 示,美国部分加税措施缺乏直接的贸易赤字依据。例如,美国对巴西长期保持贸易顺差,但此次仍对其 商品加征高额关税,反映出政策背后的制造业回流、安全供应链 ...
美欧贸易协议使德国汽车工业获短暂喘息,15%关税阵痛难解
Di Yi Cai Jing· 2025-08-08 07:28
Group 1: Trade Tariffs Impact - The German Automotive Industry Association (VDA) emphasizes the need for the immediate implementation of the trade agreement between the EU and the US to alleviate the 27.5% tariffs on the automotive sector [1] - The US tariffs have significantly pressured the automotive industry, with the Trump administration's 25% tariffs on cars and a 50% increase in steel and aluminum tariffs since April [1][2] - The automotive industry is experiencing a notable decline in financial forecasts due to tariff impacts, with Volkswagen reporting a $1.5 billion profit reduction in the first half of the year [2][4] Group 2: Financial Performance of Automotive Companies - Volkswagen has adjusted its annual sales forecast from a 5% increase to flat year-over-year, with operating profit margin expectations lowered from 5.5%-6.5% to 4%-5% [2] - Mercedes-Benz has also significantly reduced its profit expectations for 2025, citing a 50% drop in profits in the first half of the year due to tariff impacts [2][4] - Porsche reported a more than 90% drop in operating income in Q2, attributing a €400 million loss to tariffs [6] Group 3: Economic Outlook and Industry Sentiment - The Ifo Institute's data shows a recovery in the automotive industry's business climate index from -31.6 to -23.8, indicating a slight improvement in sentiment despite remaining in negative territory [1][4] - Approximately 30% of companies reported an improved competitive position in the EU market, although uncertainty remains regarding the long-term impact of tariffs [4] - Analysts express concerns that even a reduction in tariffs to 15% would still impose significant costs on German automotive companies [4] Group 4: Production and Investment Challenges - The automotive industry faces challenges in adjusting production strategies due to the capital-intensive nature of manufacturing and the long lead times required for new facilities [7][8] - Companies are hesitant to make long-term investment decisions due to the unpredictable nature of US trade policies, which complicates planning for new factories or product lines [6][7] - The cost of tariffs on vehicles produced in the US can range from $3,500 to $12,000 per vehicle, affecting the cost-effectiveness of manufacturing in North America [7][8]
美国挥舞关税大棒 莫迪回应:不会牺牲国内产业利益
Zhong Guo Xin Wen Wang· 2025-08-08 05:31
美国挥舞关税大棒 莫迪回应:不会牺牲国内产业利益 中新网8月8日电 据路透社报道,在美国宣布对印度新一轮加征关税措施后,印度总理莫迪当地时间7日 表示,尽管不答应美方条件会付出代价,但印度不会因此牺牲国内产业利益。 资料图:印度总理莫迪。 报道称,这是莫迪在美国对印度商品征收50%关税后的首次直接回应。 莫迪在新德里表示,印度农民利益"至关重要",印度不会牺牲国内农业、乳业和渔业利益。 据此前报道,美国总统特朗普8月6日签署行政令,以印度"以直接或间接方式进口俄罗斯石油"为由,对 印度输美产品征收额外的25%关税。这意味着美国对印度总体关税税率将达到50%。 对此,印度方面批评称"不公平、不公正、不合理"。 编辑:万可义 广告等商务合作,请点击这里 本文为转载内容,授权事宜请联系原著作权人 中新经纬版权所有,未经书面授权,任何单位及个人不得转载、摘编或以其它方式使用。 关注中新经纬微信公众号(微信搜索"中新经纬"或"jwview"),看更多精彩财经资讯。 来源:中国新闻网 ...
石破茂、莫迪,强硬回应特朗普
第一财经· 2025-08-08 02:43
2025.08. 08 本文字数:1403,阅读时长大约2分钟 据新华社,美国政府此前公布的经过调整的"对等关税"于7日生效。美数十个贸易伙伴将被征收10%至41%不等的关税,其中日本的税率为15%。美 国总统特朗普6日签署行政令,以印度"以直接或间接方式进口俄罗斯石油"为由,对印度输美产品征收额外的25%关税。 面对美国的关税大棒,日本首相石破茂表示,美方没有落实此前达成的协议内容并"强烈要求美方立即采取措施修正总统行政令";印度总理莫迪表 示,尽管不答应美方条件会付出代价,印度不会因此牺牲国内产业利益。 报道说,美方此前在谈判中承诺,日本在被加征"对等关税"时可获得"税收减轻",即日本输美商品税率已达15%以上的商品不再加征"对等关税",税 率低于15%的商品税率提高至15%。 石破茂表示,在这一点上"日美之间不存在分歧",目前正在美国访问的经济再生大臣赤泽亮正已重新确认了协议内容。 日方认为,由于美国在此前发布的官方公告中未提及对日本的关税细则,导致部分日本商品可能被征收更高关税。 莫迪:不会牺牲国内利益 莫迪7日在新德里表示,尽管不答应美方条件会付出代价,但印度不会因此牺牲国内农业、乳业和渔业利益,因 ...
国际观察丨美“对等关税”生效 经济讹诈遭各国反对
Xin Hua Wang· 2025-08-08 01:40
新华社北京8月7日电(记者于荣)美国政府此前公布的经过调整的"对等关税"于7日生效。美数十 个贸易伙伴将被征收10%至41%不等的关税。连日来,美国虽与多个贸易伙伴达成协议,但在关键细节 上仍存在明显分歧,如何落实面临诸多不确定因素。 国际观察人士认为,美国以自身利益最大化为目标,通过关税手段讹诈他国,在全球范围内招致强 烈反对和质疑。在不少国家眼中,美方强加的协议利益不平衡、细节不明晰,美方加征关税不仅损害贸 易伙伴利益,还破坏多边贸易体制,是经济殖民主义的又一体现,最终将导致美国自身陷入孤立。 不平等的协议 目前,美国仅与英国、越南、印度尼西亚、菲律宾、日本、欧盟、韩国等达成贸易协议。这些协议 都是美国以自身利益最大化为目标,通过政治胁迫和经济讹诈手段达成的。 这是8月5日在加拿大里士满拍摄的弗雷泽河上的木材。加拿大总理卡尼5日宣布,受美国加征关税等因 素影响,政府将提供12亿加元支持加拿大软木材行业发展。新华社发(梁森摄) 协议确定的关税税率已背离美方所谓的"对等"说法:绝大多数贸易伙伴的输美产品将面临15%以上 关税,却无法对进口美国商品征收同等税率的关税,甚至对美国商品免关税。以美欧协议为例,美方将 ...
外媒:莫迪与卢拉通话,讨论特朗普政府单方面关税措施
Huan Qiu Wang· 2025-08-08 01:01
据报道,巴西总统办公室表示,"两国领导人讨论了国际经济形势及单方面关税的实施。截至目前,巴西和印度是受影响最严重的两个国家。我们确认了捍 卫多边主义的重要性。"双方还在通话中就提高双边贸易额达成共识,并确认卢拉将于2026年初对印度进行国事访问。 莫迪则在社交媒体上发文称,"我与卢拉总统进行了良好的对话……我们致力于深化我们的战略伙伴关系。"路透社称,印度总理办公室在声明中未明确提及 特朗普或美国关税,但印度已开始释放信号,可能寻求重新衡量其全球伙伴关系,以应对特朗普政府对印度商品加征关税的措施。报道称,莫迪正准备进行 其七年来的首次访华,这可能预示着在与美国紧张关系加剧的背景下,印度外交政策将出现调整。 报道提到,在莫迪与卢拉通话前,卢拉在接受路透社采访时表示,他计划与金砖国家其他领导人通话,讨论对美关税应对措施。卢拉还称,他认为目前没有 与美国总统特朗普进行直接谈判的空间,因为那很可能意味着"自取其辱"。 【环球网报道】据路透社报道,印度总理莫迪和巴西总统卢拉8月7日举行电话会谈,两人讨论了包括美国关税等一系列议题。 6日,美国将对巴西的关税也上调至50%,与印度同处其全球最高关税国家之列。特朗普此前将对 ...
印方表示美加征关税将严重扰乱印美贸易
Xin Hua She· 2025-08-07 14:25
埃姆凯全球金融服务公司经济学家玛达维·阿罗拉说:"在如此令人讨厌的关税税率下,两国间的贸易实 际上将'死去'。" 这一行政令颁布后,印度政府随即发布声明称,美方对印度加征关税的做法"不公平、不公正、不合 理",印度将"采取一切必要行动"维护国家利益。印度已经明确了在购买俄罗斯石油问题上的立场,即 进口是基于市场因素,整体目标是确保印度能源安全。美国因此选择对印度输美产品额外征收关税让印 度方面"非常遗憾"。 目前,美国对印度输美产品的关税税率累计已高达50%。印度各界人士表示,美国对印度加征关税将严 重扰乱印美贸易。 印度前贸易官员阿贾伊·斯里瓦斯塔瓦表示,最新加征的关税将使印度成为受美国关税影响最严重的贸 易伙伴之一,预计印度"对美出口有可能减少约40%至50%"。 印度出口组织联合会总干事阿贾伊·萨海表示,美国最新举措对印度公司来说是一个"严重挫折",因为 目前诸多订单已被搁置,"这一额外打击可能会使出口商失去长期客户"。 新华社北京8月7日电印度总理莫迪7日在新德里表示,尽管不答应美方条件会付出代价,但印度不会因 此牺牲国内农业、乳业和渔业利益,因为印度农民利益"至关重要"。此前,印美双方在贸易谈判中一 ...
特朗普关税即将正式生效 全球经济的考验才刚刚开始
Hua Er Jie Jian Wen· 2025-08-07 14:18
Core Viewpoint - The aggressive trade policy initiated by the Trump administration is pushing the U.S. into a new phase of protectionism, creating significant uncertainty for the global economy and raising concerns about inflation and financial market impacts [1] Group 1: Tariff Implementation and Economic Impact - The new tariff policy has raised the average tariff rate in the U.S. from 2.3% last year to an alarming 15.2% [1] - The new tariffs will take effect on August 7, with specific rates for listed countries and a general rate of 10% for others, while goods circumventing tariffs through third-party countries will incur a 40% transfer tax [1] - Financial analysts from major institutions like Morgan Stanley and Deutsche Bank have warned that the S&P 500 index may face short-term declines in the coming weeks or months due to these changes [2] Group 2: Global Supply Chain and Negotiations - The announcement of new tariffs has created ongoing uncertainty in global supply chains, with many countries accepting the reality of high tariffs for the long term [3] - Key details regarding tariff exemptions for the automotive industry in the EU, Japan, and South Korea remain unresolved, contributing to continued uncertainty [4] - Countries like Switzerland have failed to negotiate lower tariffs, and additional tariffs have been imposed on goods from India in response to its oil imports from Russia [4] Group 3: Economic Indicators and Future Outlook - Recent economic data indicates a significant downward revision in U.S. job growth, with consumer spending slowing and economic growth decelerating in the first half of the year [5] - Experts warn that while the current low unemployment rate and stable prices may not reflect immediate inflation, rising prices are likely as companies can no longer absorb increased costs [6] - The contradiction between rising tariff revenues and the goal of revitalizing domestic manufacturing raises questions about the long-term viability of the Trump administration's trade agenda [7]
综述|印方表示美加征关税将严重扰乱印美贸易
Xin Hua She· 2025-08-07 14:06
新华社北京8月7日电 综述|印方表示美加征关税将严重扰乱印美贸易 新华社记者 埃姆凯全球金融服务公司经济学家玛达维·阿罗拉说:"在如此令人讨厌的关税税率下,两国间的贸易实 际上将'死去'。" 住房开发金融公司银行的莎克希·格普塔表示,对美货物出口量大幅下降,可能会导致印度今年经济增 速低于6%,不及印央行预测的6.5%。 印度总理莫迪7日在新德里表示,尽管不答应美方条件会付出代价,但印度不会因此牺牲国内农业、乳 业和渔业利益,因为印度农民利益"至关重要"。此前,印美双方在贸易谈判中一直在农产品及进口俄罗 斯石油问题上无法达成一致。 此外,特朗普威胁对医药产品加征关税也可能对印度造成重大打击。医药行业是印度对美出口前三大行 业之一。根据印度商务部数据,2024至2025年度印度医药出口额超过105亿美元。 外界普遍认为,这是莫迪在美国对印度新一轮加征关税措施后首次直接回应。美国总统特朗普6日签署 行政令,以印度"以直接或间接方式进口俄罗斯石油"为由,对印度输美产品征收额外的25%关税。 这一行政令颁布后,印度政府随即发布声明称,美方对印度加征关税的做法"不公平、不公正、不合 理",印度将"采取一切必要行动"维护 ...