金砖国家召开经贸联络组第二次会议，强调共同维护多边贸易体制，反对单边主义和贸易保护主义 ★ 宏观动态 ★ 4月10—11日，2025年金砖国家经贸联络组第二次会议以视频形式举行。会上，金砖成员专门就美国"对 等关税"政策深入交换意见，对相关措施引发的贸易紧张局势表示严正关切，并呼吁共同反对单边主义和 贸易保护主义。 中方指出，近期，美国政府推出"对等关税"政策，严重破坏国际贸易体系，扰乱全球产业链供应链，对世 界经济造成持续冲击，是典型的单边主义、保护主义和经济霸凌行径。金砖国家是新兴市场国家和发展中 国家加强团结合作、维护共同利益的重要平台，在推动全球治理体系改革、推进全球贸易投资自由化便利 化进程中发挥着重要作用。在此特殊时期，金砖成员更要坚持全球化的正确方向，共同维护以规则为基础 的多边贸易体制，维护全球经济稳定。 国家邮政局：今年我国快递业务量已突破500亿件，比2024年提前18天 据国家邮政局消息，截至4月11日，今年我国快递业务量已突破500亿件，比2024年提前了18天。今年以 来，邮政、快递企业积极探索"共同配送""客货邮"等融合发展模式，因地制宜完善县、乡、村三级寄递物 流网络节点建设。 ...

智通财经4月12日电，商务部部长王文涛4月11日与世贸组织总干事伊维拉视频通话，双方围绕应对美加 征所谓"对等关税"、维护多边贸易体制、发挥世贸组织作用等问题进行交流。王文涛表示，美国不断出 台关税措施，给全球带来巨大的不确定性和不稳定性，引发国际社会和美国国内的混乱局面。美方凭空 炮制"对等关税"，是典型的单边霸凌做法。美"对等关税"将给发展中国家特别是最不发达国家带来巨大 伤害，甚至引发人道主义危机。王文涛强调，美"对等关税"严重违反世贸组织最惠国待遇、非歧视、约 束关税等最基本、最核心的规则，冲击国际经贸秩序，动摇多边贸易体制的根基。中方采取果断措施予 以反制，既是维护自身合法权益，更是维护国际社会的公平正义。王文涛指出，世贸组织成员之间出现 经贸分歧是正常的，应在相互尊重、平等相待的基础上，通过磋商找到解决各自关切的办法。当前，世 贸组织成员应团结一致，以开放合作和多边主义对冲单边主义、保护主义和霸凌行径。中方将一如既往 地坚定维护世贸组织规则，全面深入参与世贸组织改革，维护开放、包容、透明、非歧视的多边贸易体 制。 伊维拉表示，贸易紧张局势持续升级，已对全球贸易和经济增长前景带来巨大挑战。世贸组织成 ...

Group 1 - The core viewpoint of the article emphasizes the importance of strengthening China-EU and China-ASEAN economic cooperation in response to the US's unilateral tariff measures, which are seen as detrimental to global trade and economic stability [2][5][6] - Wang Wentao, the Minister of Commerce, expressed China's willingness to engage in dialogue and negotiations to resolve trade disputes, while firmly opposing the US's so-called "reciprocal tariffs" that violate WTO rules and harm multilateral trade systems [2][5] - The discussions highlighted the need for both China and the EU to maintain a rules-based multilateral trade system, which is crucial for injecting stability and certainty into the global economy [3][6] Group 2 - The EU's Trade and Economic Security Commissioner, Valdis Dombrovskis, acknowledged the negative impact of US tariffs on international trade, particularly affecting vulnerable countries, and expressed a desire to collaborate with China and other WTO members to ensure normal global trade operations [3] - Both parties agreed to initiate consultations on market access issues and to negotiate commitments regarding electric vehicle pricing, as well as to discuss investment cooperation in the automotive industry [3] - The discussions also included a commitment to restart the China-EU trade remedy dialogue mechanism to address trade transfer issues and manage trade frictions [3]

Group 1 - The core viewpoint of the article emphasizes the importance of strengthening trade cooperation between China and the EU, as well as ASEAN countries, in response to the US's imposition of tariffs, which are viewed as unilateral and protectionist actions [2][4]. - Wang Wentao, the Minister of Commerce, expressed China's willingness to engage in dialogue and negotiations to resolve trade disputes, while firmly opposing the US's tariff measures, which are seen as detrimental to global economic stability [2][4]. - The EU and ASEAN representatives acknowledged the negative impact of US tariffs on international trade and expressed their commitment to maintaining a multilateral trade system, emphasizing the need for cooperation with China [3][5]. Group 2 - The discussions included plans to enhance market access, investment, and industrial cooperation between China and the EU, as well as the initiation of negotiations on electric vehicle pricing and automotive industry collaboration [3]. - Both parties agreed to restart dialogues on trade remedies and address trade friction within the framework of the World Trade Organization (WTO) [3]. - The Malaysian Trade and Industry Minister, Zafrul, supported China's stance against US tariffs and expressed a commitment to multilateralism and global trade development [5].

Domestic Financial Market - The Ministry of Foreign Affairs emphasizes China's commitment to true multilateralism and the protection of the multilateral trading system centered around the WTO [4] - The Ministry of Commerce held a roundtable meeting with representatives from over 20 US-funded enterprises [4] - The Ministry of Industry and Information Technology hosted a seminar on AI terminal benchmarks and intelligent classification [4] Industry Updates - As of the end of March, China's gold reserves reached 73.7 million ounces, with the central bank expanding its reserves for five consecutive months, impacting related stocks such as Zijin Mining and Chifeng Jilong Gold [5] - The first cross-provincial and cross-border freight station in the country has been officially launched, reducing costs by approximately 30%, affecting stocks like Baoshai Technology and SF Holding [5] - Display panel manufacturers maintained a capacity utilization rate above 80% in Q1 2025, influencing stocks such as BOE Technology Group and TCL Technology [5] Company Focus - Lianhua Holdings reported a significant increase in product sales and revenue in Q1 2025, with net profit expected to grow by 103% to 144% year-on-year [6] - Beijing-Shanghai High-Speed Railway signed a strategic cooperation framework agreement with the China Railway Economic Planning Research Institute [6] - Huaneng Hydropower achieved a power generation of 21.292 billion kWh in Q1 2025, a year-on-year increase of 31.22%, with grid-connected power reaching 21.104 billion kWh, up 31.42% year-on-year [6] - Heng Rui Medicine licensed its self-developed SHR7280 project to Merck KGaA, which will pay an upfront fee of €15 million [6] Market Review and Outlook - On April 7, the Shanghai and Shenzhen markets opened significantly lower due to US tariff policies and declines in external markets, with the Shanghai Composite Index closing down 7.34% at 3096 points and the ChiNext Index dropping 12.5%, marking its largest single-day decline [7] - The market faced accelerated declines due to sudden trade conflicts, but technical analysis suggests that the market may rebound after filling previous gaps [8] - The A-share market remains in a low valuation zone, with the manufacturing PMI returning above the growth line, and expectations for more favorable policies to be introduced [8]

Group 1 - The U.S. President Trump stated he will not suspend the "reciprocal tariff" policy, indicating that enforcing tariffs and negotiating are not mutually exclusive [2] - The European Commission proposed a 25% tariff on certain U.S. goods, set to take effect on May 16, while removing U.S. bourbon whiskey from the list [3] - The U.S. stock market experienced significant volatility, with the Dow Jones Industrial Average dropping nearly 350 points, marking the largest intraday point swing in history [4] Group 2 - China's central government has issued a roadmap for building a strong agricultural nation by 2035, aiming for substantial progress by 2027 [5] - The Chinese Ministry of Commerce held a roundtable with U.S. companies, emphasizing the negative impact of U.S. tariffs on the multilateral trade system [7] - The Chinese government condemned the U.S. for its unilateral tariff actions, which it claims violate World Trade Organization rules [6] Group 3 - The tourism market in China saw a total expenditure of over 57.5 billion yuan during the Qingming Festival, with domestic travel increasing by 6.3% year-on-year [11] - The real estate market in Shenzhen showed signs of recovery, with a 67.7% year-on-year increase in transactions in the first quarter of 2025 [15] - The Hainan Free Trade Port reported a total shopping amount of 6.94 billion yuan through the "immediate purchase and pick-up" policy, reflecting the success of the duty-free shopping initiative [16] Group 4 - The Japanese government estimated that approximately 42,000 unclaimed bodies will be reported in the fiscal year 2023, highlighting the issue of increasing solitary elderly individuals [24] - The U.S. Treasury Secretary reassured the public regarding pension concerns amid stock market volatility, stating that current fluctuations are normal [18] - The U.K. government announced measures to protect its automotive industry in response to U.S. tariffs, extending the timeline for hybrid vehicle sales [20]

中国政府关于反对美国滥施关税的立场 责编：罗晓霞 排版：刘珺宇 （2025年4月5日） 近期，美国以各种借口宣布对包括中国在内的所有贸易伙伴滥施关税，严重侵犯各国正当权益，严重违反 世界贸易组织规则，严重损害以规则为基础的多边贸易体制，严重冲击全球经济秩序稳定，中国政府对此 强烈谴责，坚决反对。 美国有关做法违背基本经济规律和市场原则，罔顾多边贸易谈判达成的利益平衡结果，无视美国长期从国 际贸易中大量获利的事实，将关税作为实施极限施压、谋取私利的武器，这是典型的单边主义、保护主义 和经济霸凌行径。美国打着所谓追求"对等""公平"的旗号搞零和博弈，本质上是追求"美国优先""美国特 殊"，是以关税手段颠覆现有国际经贸秩序，以美国利益凌驾于国际社会公利，以牺牲全世界各国的正当 利益服务美国的霸权利益，必然遭到国际社会普遍反对。 中国是文明古国，礼仪之邦。中国人民崇尚以诚待人、以信为本。我们不惹事，也不怕事，施压和威胁不 是同中方打交道的正确方式。中国已经并将继续采取坚决措施，维护自身主权安全发展利益。中美经贸关 系的本质应是互利共赢。美国应顺应两国和世界人民的共同期待，从维护两国根本利益出发，停止以关税 为武器对华 ...

责编：叶舒筠 校对： 彭其华 版权声明 4日，商务部新闻发言人就美方宣布以芬太尼等问题为由对中国输美产品再次加征关税发表谈话。 美国东部时间3月3日，美方宣布以芬太尼等问题为由，自3月4日起对中国输美产品再次加征10%关税。 中方 对此强烈不满，坚决反对，将采取反制措施坚定维护自身权益。 中国是世界上禁毒政策最严格、执行最彻底的国家之一，中美双方开展了广泛、深入的禁毒合作并取得显著成 效。但美方"甩锅推责"、一错再错，以芬太尼问题为由再次对中国输美产品加征关税。 美方这一做法罔顾事 实，无视国际贸易规则和各方呼声，是典型的单边主义、霸凌主义行径。 中方多次阐明，美方单边关税违反世贸组织规则，破坏多边贸易体制，不仅解决不了自身问题，还会对中美经 贸合作和正常的国际贸易秩序造成破坏。中方敦促美方尊重其他国家权益，立即撤回无理无据、损人不利己的 单边关税措施。希望美方客观、理性看待和处理问题，尽快回到通过平等对话妥善解决分歧的正确轨道。 来源：央视新闻 END 点击关键字可查看 潜望系列深度报道丨 股事会专栏 丨 投资小红书 丨 e公司调查 丨 时报会客厅 丨 十大明星私募访谈 丨 今天，这些上市公司代表委员登上了 ...

商务部新闻发言人就美方威胁对中国输美产品再加征10%关税答记者问。 问： 美国东部时间2月27日，美方威胁将于3月4日起以芬太尼为由对中国输美产品再加征10%关税。中方 对此有何评论？ 校对：杨立林 版权声明 证券时报各平台所有原创内容，未经书面授权，任何单位及个人不得转载。我社保留追 究相关 行 为主体 法律责任的权利。 转载与合作可联系证券时报小助理，微信ID：SecuritiesTimes END 答： 中方注意到有关情况。中方多次表明，单边关税违反世贸组织规则，破坏多边贸易体制。中方对此 坚决反对。 中国是世界上禁毒政策最严格、执行最彻底的国家之一，积极与包括美国在内的世界各国开展禁毒国际合 作。美方却始终无视客观事实，此前以芬太尼等为由对中国加征10%关税，这次又威胁再次加征关税。这 种行为纯属"甩锅推责"，无益于解决自身问题，还会加剧美国企业和消费者负担，并破坏全球产业链稳 定。 中方希望美方不要一错再错，尽快回到通过平等对话妥善解决分歧的正确轨道。如果美方一意孤行，中方 将采取一切必要反制措施，捍卫自身合法权益。 来源：商务部 责编：李丹 点击关键字可查看 潜望系列深度报道丨 股事会专栏 丨 投 ...