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詹德斌:关税大棒下,新殖民主义幽灵在游荡
Sou Hu Cai Jing· 2025-08-11 22:40
Group 1 - The core argument highlights the detrimental impact of U.S. tariffs on countries like Lesotho, particularly with a 15% tariff on apparel products, which exacerbates economic challenges in these nations [1] - The U.S. has been using tariffs as a tool to compel global companies to relocate production and transfer technology to the U.S., effectively leveraging its market power [2][3] - Traditional allies of the U.S. are competing for lower tariff rates rather than resisting U.S. pressure, indicating a lack of strategic autonomy and a shift towards dependency on U.S. economic policies [2][3] Group 2 - The article critiques the U.S. for undermining international rules and order, portraying it as a significant disruptor rather than a fair market leader [3][4] - It emphasizes the need for global South countries to unite in defending a multilateral international system based on international law and the principles of the UN Charter [4][5] - The call for a more equitable international order is framed as a collective responsibility, urging nations to reject unilateralism and embrace genuine multilateralism [5]
特朗普签字,每日数十亿美元流向美国,美前财长:中国是唯一赢家
Sou Hu Cai Jing· 2025-08-11 21:55
Core Viewpoint - The article argues that the ultimate winner of the tariff war is China, despite the U.S. government's claims of success in generating revenue through tariffs [3][15]. Group 1: Economic Impact on the U.S. - The high tariffs imposed by the Trump administration have led to skyrocketing prices for raw materials like steel and semiconductors, forcing U.S. factories to cut production and resulting in a decline in product quality [7]. - U.S. allies are shifting their trade partnerships towards China, with Brazil signing a multi-billion dollar soybean deal with China and India accelerating trade with Russia [7]. - Retail giants like Walmart and Best Buy are facing increased costs, contributing to a rise in inflation to 2.9%, which is straining consumers' finances [7]. Group 2: China's Economic Resilience - China's total import and export volume reached 25.7 trillion yuan in the first seven months of 2025, marking a 3.5% increase, with exports to Belt and Road Initiative countries soaring by 8.7% [11]. - Many U.S. companies are relocating their production lines to China to avoid tariffs, benefiting from China's robust textile industry infrastructure [11]. - Chinese e-commerce platforms like Taobao and Dunhuang.com are gaining international traction as affected businesses and consumers turn to them [11]. Group 3: Global Reactions and Trends - India and Brazil have strongly opposed Trump's tariff policies, with India's government prioritizing farmers' interests and Brazil filing a complaint with the WTO [13]. - The U.S. manufacturing PMI has dropped to 48%, while China's remains above 50%, indicating a stark contrast in economic health [15]. - The article concludes that unilateralism and protectionism will backfire in the changing global economic landscape, with China emerging as the biggest winner due to its flexible economic strategies and strong industrial chain [15].
中国代表驳斥美方在巴拿马运河问题上对中国无理指责
Xin Hua She· 2025-08-11 21:53
Core Viewpoint - The Chinese representative at the UN, Fu Cong, refuted U.S. accusations regarding the Panama Canal, asserting that China respects Panama's sovereignty and the canal's status as a neutral international waterway [1] Group 1: U.S. Accusations and China's Response - The U.S. has repeatedly made unfounded accusations against China in various UN Security Council discussions, which China firmly opposes [1] - China emphasizes its respect for Panama's sovereignty over the canal and criticizes the U.S. for fabricating lies to justify its control over the Panama Canal [1] Group 2: U.S. Actions in the South China Sea - Fu Cong labeled the U.S. as the biggest disruptor of peace and stability in the South China Sea, citing the deployment of offensive weapons and military reconnaissance activities by the U.S. in the region [1] - The U.S. aims to create chaos in the South China Sea to serve its geopolitical interests, according to Fu Cong [1] Group 3: Global Maritime Security Risks - The U.S. is accused of exacerbating global maritime security risks through its hegemonic behavior, Cold War mentality, and unilateral actions [1] - The U.S. has not joined the United Nations Convention on the Law of the Sea and disregards international law, which undermines global maritime governance [1] - The U.S. is also criticized for threatening the normal operations of key maritime routes like the Panama and Suez Canals, challenging the sovereignty of other nations [1]
不许对巴西加税!特朗普不留一条后路,50%关税生效前48小时,中方送去5年大单给巴西托底
Sou Hu Cai Jing· 2025-08-11 06:22
Group 1 - The U.S. has imposed a 40% tariff on Brazilian products, raising the total tariff rate to 50%, significantly impacting Brazil's economy [1][3] - Brazil's President Lula has stated that there is no room for direct dialogue with President Trump, indicating a challenging diplomatic situation [1][3] - Approximately 35.9% of Brazilian exports to the U.S. will face a combined tariff of 50%, severely affecting key products like raw coffee beans [3][5] Group 2 - China has approved 183 Brazilian coffee companies to export to China, effective from July 30, 2025, providing crucial support to Brazil's coffee industry [3][5] - Brazil's agricultural sector is facing difficulties, with the coffee export to the U.S. being a significant concern due to the new tariffs [3][5] - The relationship between China and Brazil remains strong, with China being Brazil's largest trading partner for 15 consecutive years, and future investments from China in Brazil are projected to reach 27 billion reais [5][7] Group 3 - Brazil is seeking support from emerging economies and plans to address the tariff issue through the World Trade Organization [5][7] - The unilateral tariff actions by the U.S. are seen as damaging to global trade order and are likely to face resistance from other countries [7]
关税或猛增100%!美国果然出尔反尔,中方已经对美撂下重话,九三阅兵不必给特朗普留座了?
Sou Hu Cai Jing· 2025-08-11 06:22
商务部发言人指出,美方做法"违反国际经贸规则,沦为世界经济史上的笑话";外交部发言人强调"关税战由美方挑起, 中方不愿打但绝不退缩"。国务院关税税则委员会公告,自4月10日同步将原产于美国的进口商品关税税率从84%上调至 125%,实现严格对等反制。公告特别说明:鉴于当前税率下美商品已无对华出口可行性,若美方继续加码,中方将不予 跟进税率竞赛——既展现强硬底线,亦为谈判预留理性空间。 据智通财经报道2025年4月10日,美国政府宣布将对中国输美商品的"对等关税"税率从84%大幅提高至125%,叠加此前已 生效的20%芬太尼相关附加关税,部分商品实际税负率突破145%历史峰值。美方声称此举旨在"纠正贸易失衡",但此举 背离WTO规则、脱离市场逻辑,本质是将关税异化为政治胁迫工具。 智库测算显示,若3000亿美元中国商品关税全面实施,美国将流失超200万就业岗位(农业、零售、制造业首当其冲)。 中西部农场主担忧农产品对华出口中断;大型零售商警告终端消费者将承担超125%税负转嫁成本。耶鲁实验室研究表 明,他国反制情境下,美方关税推高美国个人消费支出价格指数(PCE)涨幅扩大2.1%,加剧通胀失控风险。彼得森研 究 ...
特朗普威胁无效,50%关税生效前48小时,中方为巴西送去五年大单!各国已经收到信号
Sou Hu Cai Jing· 2025-08-11 06:22
Core Viewpoint - The imposition of a 50% punitive tariff by the U.S. on Brazilian goods has created a tense situation in Brazil, but China's timely support with a five-year trade agreement has provided a significant boost to Brazil's economy and altered the global trade dynamics [1][3][4]. Group 1: U.S. Tariff Impact - The U.S. tariff, effective August 6, targets 35.9% of Brazil's exports to the U.S., including key products like coffee beans and beef, which could lead to significant economic losses for Brazil, estimated at 175 billion Brazilian Reais annually [3][4]. - The tariff is perceived as a political maneuver by the U.S. to influence Brazil's internal politics, particularly regarding investigations into former President Bolsonaro [3][4]. Group 2: Brazil's Response - Brazilian President Lula has publicly denounced the tariff as politically motivated and has indicated the possibility of retaliatory measures against U.S. agricultural and industrial products [4][5]. - Brazil's agricultural sector has highlighted the U.S. dependency on Brazilian exports, advocating for WTO intervention and seeking alternative markets to mitigate the impact of the tariffs [5]. Group 3: China's Support - China has stepped in to support Brazil by granting export qualifications to 183 Brazilian coffee companies, potentially generating over $5 billion in annual exports to China [5][7]. - The collaboration includes logistical support through direct shipping routes and financial assistance via currency risk management, enhancing the trade relationship between China and Brazil [7]. Group 4: Global Trade Dynamics - The situation reflects a broader shift in global trade, with China's actions countering U.S. unilateralism and promoting a more cooperative trade environment among developing nations [8][10]. - The evolving relationship between China and Brazil serves as a model for South-South cooperation, moving beyond simple trade to deeper strategic collaboration [8][10].
不服就干!印度打响反击第一枪,通告全球,断的就是特朗普退路
Sou Hu Cai Jing· 2025-08-11 02:00
Group 1 - India is at the center of global trade dynamics, facing significant pressure from the U.S. due to Trump's tariff policies aimed at addressing trade deficits, with tariffs reaching up to 50% on Indian goods starting August 2025 [2] - The trade conflict reflects deeper geopolitical considerations, as India utilizes historical data to challenge the U.S. on its perceived double standards, particularly regarding agricultural market barriers and energy imports from Russia [4][5] - India's strategic response includes a careful balance of retaliatory measures and diplomatic maneuvers, such as submitting a proposal for retaliatory tariffs to the WTO without immediate implementation, allowing room for negotiation [7][8] Group 2 - The conflict highlights the complexities of global economic governance, with emerging economies like India demanding fair rules rather than unilateral concessions, signaling a potential end to the era of unilateral pressure [8] - India's actions, including the revival of tourism visas for Chinese citizens and easing restrictions on Chinese investments, indicate a strategic pivot towards the East amidst Western pressures [7] - The situation underscores the challenges faced by the Trump administration, as the reliance on tariffs may not effectively resolve trade deficits, especially given India's large population and significant energy and agricultural needs [8]
最后24小时,54国站队中国:要让中国成为全球顶流,特朗普没料到
Sou Hu Cai Jing· 2025-08-10 08:22
Group 1 - The recent global tariff order signed by Trump has led to significant backlash, with 54 countries expressing support for China and advocating for its leadership in the global economy [1][4] - The tariff measures imposed by the U.S. on 69 countries have resulted in severe economic impacts, such as a 35% tariff on Canadian auto parts, a 50% tariff on Brazilian soybeans, and a 25% tariff on Indian industrial products [4][8] - Even small and impoverished nations like Lesotho are affected, facing a 15% tariff due to accusations of currency manipulation and overcapacity, highlighting the widespread confusion and anger among affected populations [8] Group 2 - The burden of the tariffs is primarily falling on American consumers, with nearly 90% of tariff revenues being borne by U.S. importers, leading to increased prices for goods such as a 40% rise in shoe prices at Walmart and an overall annual expenditure increase of at least $2,400 per American household [10] - In response to the tariffs, China has proactively established a free trade zone with 53 African countries, significantly boosting trade, with exports of South African citrus to China surging by 88.6% [13][15] - China's economic presence in Africa is growing, with exports of construction machinery increasing by 58.5%, and the internal trade volume of the African free trade zone rising from $192.2 billion to $520 billion [15] Group 3 - The unilateral tariff policies of the U.S. are accelerating global support for China, particularly in Africa, where over 55% of smartphones and 70% of solar panels are produced by China, overshadowing U.S. influence [17] - The U.S. is facing unprecedented challenges to its hegemonic system, with legal rulings against Trump's tariffs and retaliatory measures from traditional allies, including a 25% retaliatory tariff from the EU [19] - The increasing support for China from 54 countries indicates a potential shift in global trade dynamics, with the possibility of the end of dollar hegemony as China signs 31 economic partnership agreements [23][27]
果然不出中国所料,特朗普对全球征税,高兴不到一天,噩耗就来了
Sou Hu Cai Jing· 2025-08-10 06:36
Group 1 - Trump's recent tariff policy has led to significant pressure on traditional allies like Japan, South Korea, and the EU, forcing them to comply with energy procurement contracts from the U.S. [1] - The new tariff rates, which can reach up to 41%, represent the highest import duties in nearly a century, with a minimum of 10% imposed on countries with trade surpluses with the U.S. [3] - The U.S. labor market showed signs of weakness, with a sharp decline in non-farm employment and an increase in the unemployment rate, indicating economic fragility [5] Group 2 - Trump's accusations against the Labor Department's data, labeling it as fabricated, reflect his frustration with the economic situation and his attempts to shift blame to the Biden administration [7] - The resignation of Federal Reserve Governor Kugler led to volatility in the bond market, with a drop in short-term Treasury yields, adding to market uncertainty [9] - A recent poll indicated Trump's approval rating has fallen to 40%, the lowest since his return to the political scene, highlighting increasing partisan divisions in the U.S. [10] Group 3 - Despite claims of attracting significant energy orders and manufacturing investments, global markets remain skeptical of Trump's protectionist policies, which may hinder the stability of the U.S. unemployment rate [11] - The U.S. economy is on the brink of recession, with the Federal Reserve's rate cuts failing to reverse the downward trend [12] - The U.S. has been overly critical of China's manufacturing sector, while major investment banks express optimism about China's capacity reduction policies, contrasting with the uncertain economic outlook for the U.S. [13] Group 4 - The increase in tariffs has raised production costs without enhancing product competitiveness, leading to a capital shortage in the U.S. market [14] - Although tariffs have temporarily filled the U.S. treasury, they are unlikely to change the long-term trend of economic decline [14] - The challenge remains for the U.S. manufacturing sector to regain its former glory amidst a landscape of dwindling investments [16]
关税扳手拧痛美国民生,破坏全球齿轮 | 新漫评
Zhong Guo Xin Wen Wang· 2025-08-10 05:09
Core Viewpoint - The recent implementation of new tariffs by the U.S. on multiple trade partners has raised the overall tariff level to its highest point since 1935, leading to increased operational costs for American businesses and rising inflation, ultimately affecting consumers negatively [1] Group 1: Tariff Impact - The new tariffs range from 10% to 50%, significantly increasing the operational costs for U.S. companies [1] - The overall tariff level in the U.S. has reached its highest since 1935, indicating a substantial shift in trade policy [1] Group 2: Economic Consequences - The trade war is causing inflation to rise, resulting in higher prices for goods faced by American consumers [1] - The unilateral approach of the U.S. government is perceived as a sacrifice of other countries' interests for short-term advantages [1] Group 3: Global Trade Dynamics - The U.S. strategy reflects a clear unilateralism and economic hegemony mindset, undermining the stability of the multilateral trade system [1] - The actions taken by the U.S. are seen as a form of economic colonialism disguised as protectionism, aiming to create a trade system that serves U.S. interests [1] Group 4: International Relations - The tariffs are exacerbating distrust and opposition within the international community, damaging global supply chain cooperation [1] - The long-term consequences of these policies may ultimately backfire on the U.S. itself, undermining international cooperation and trust [1]