Group 1 - The World Bank held its 111th Development Committee meeting in Washington, approving the report titled "Jobs: The Path to Prosperity," emphasizing the importance of job creation for developing countries to escape poverty and achieve shared prosperity [1] - The Chinese Finance Minister highlighted the risks posed by trade protectionism to global poverty reduction and development, urging international organizations to advocate for non-discrimination and free trade principles [1] - A significant number of countries, including Japan, Germany, the UK, and South Africa, engaged in discussions with China, indicating a growing coalition against U.S. tariff policies [3] Group 2 - Azerbaijan's President Aliyev visited China from April 22 to 24, marking a significant step in the healthy and rapid development of China-Azerbaijan relations, which have been built on strong political mutual trust over the past 30 years [4] - The visit is seen as strategically important for deepening bilateral relations, with Azerbaijan firmly supporting the One China principle [4] Group 3 - Japan's Liberal Democratic Party Secretary-General Mori Yasuhiro led a bipartisan delegation to China, emphasizing the importance of cooperation to resolve outstanding issues between the two nations [6] - U.S. media have criticized President Trump's handling of tariffs, suggesting he is showing signs of weakness in the ongoing trade war with China, acknowledging that high tariffs are unsustainable [6][8] - Trump indicated a willingness to negotiate lower tariffs with China, although he maintains that tariffs will not be eliminated entirely, reflecting the pressure on the U.S. economy [8]

特朗普刚上台那阵子，简直是"总统版"的狂飙模式！签署了130多道行政令，搞得美国鸡飞狗跳，法院都忙不过来，211起联邦诉讼，79道法院禁令，好家 伙，这架势，比好莱坞大片还精彩！通货膨胀蹭蹭往上涨，7.8%！股市也跟着跳楼大甩卖，美元贬值，供应链断裂，国内抗议游行一个接一个，跟过年似 的热闹。国际上，跟加拿大、欧盟这些老朋友也闹翻了，全球经济预期直线下滑，特朗普之前信誓旦旦的"24小时解决俄乌冲突"，最后变成个笑话。支持 率？39%！创下几十年来的新低，这脸打的，啪啪响！当时很多人觉得，哎呀妈呀，这美国要完蛋了！ 然后，好戏才刚刚开始！特朗普的关税政策，就像一枚多米诺骨牌，推倒了美国经济的"高楼大厦"。沃尔玛、亚马逊这些商业巨头，本来是特朗普的铁杆粉 丝，结果一看这关税政策，立马"反水"了！沃尔玛先是想让中国供应商承担关税，结果发现这招不好使，又自己默默地承担一部分，这叫一个"赔了夫人又 折兵"！亚马逊更绝，直接在商品价签上贴上"关税"两个字，这操作，真是让人又好气又好笑！虽然亚马逊的做法让商品点击率下降了不少，但"政府无 能"的负面评价却飙升到47%，真是"赔了夫人又折兵"升级版！ 所以说，这可不是一部简单 ...

Group 1 - The relationship between South Africa and China is strong, with both countries sharing many common views on global governance, and China is seen as a crucial pillar in maintaining the multilateral system [1][2] - South Africa and China are deepening their cooperation within the BRICS framework and maintaining coordination on multilateral platforms [1] - South Africa emphasizes the need for reforming existing global governance systems rather than abolishing them, with a strong commitment to the United Nations as a key platform [1] Group 2 - South Africa is focusing on global issues such as climate change, equitable development, and financing accessibility, which are essential for achieving global stability [2] - The rise of global trade protectionism presents new opportunities for South Africa-China economic cooperation, with South Africa aiming to diversify its trade and increase exports to China [2] - South Africa seeks to enhance the value-added of its export products and reduce reliance on primary product exports, aligning with its industrialization strategy and aiming to rebuild manufacturing capacity [2]

据海峡网援引路透社报道，最近特朗普政府在结束长达一年的调查后，宣布对马来西亚、柬埔寨、泰国 和越南的太阳能制造商征收高额关税。这背后的导火索，是多家在美国经营的制造商指责中国公司借东 南亚国家，向美国市场"大量投放不公平的廉价商品" 。去年4月，韩国韩华Qcells、美国First Solar等七 家企业提交请愿书，呼吁拜登政府保护他们在美国太阳能行业的投资。美国太阳能制造贸易委员会更是 污蔑在这四国设厂的中国光伏企业"涉嫌倾销"并接受"不公平的补贴"，致使美国产品竞争力下降。 特朗普（资料图） 自美国政府去年发出关税威胁后，贸易情况已发生巨大变化。今年美国从马来西亚、柬埔寨、泰国和越 南的太阳能产品进口量锐减，仅为去年的一小部分，转而从老挝和印度尼西亚等国进口数量增加。这表 明美国的关税政策并不能有效阻止太阳能产品进入美国市场，反而促使贸易流向发生改变。 美国国内行业组织也对这一关税政策表示强烈批评。美国太阳能产业协会指出，关税会提高进口电池价 格，损害美国太阳能生产商的利益。彭博社也认为，该政策虽会使部分制造商受益，但会冲击长期依赖 外国供应的美国生产商，加剧太阳能行业的不确定性，扰乱全球供应链和市场 。 ...

美国政府针对中国商品设置的超高额关税政策已自当地时间4月9日起正式生效，这场由华盛顿掀起的贸易风暴正在美国本土引发连锁反应。随着中国商品价 格普遍上涨甚至出现供应短缺，普通美国民众尤其是中低收入群体正面临前所未有的生活成本压力。 但更严峻的考验还在前方，特朗普政府精心设计的关税壁垒，即将彻底颠覆美国穷人赖以维系基本生活的消费模式。 这场剧变的核心，直指美国沿用多年的T86清关政策。这项规定允许单件价格加运费不超过800美元的跨境商品免征关税进入美国市场，本质上构建了一条 专属于中国小商品的"免税快车道"。 以跨境电商平台Temu为例，美国消费者麦克只需支付40美元就能买到包邮到家的卫衣，这种近乎出厂价的消费体验，正是中国制造业通过数字化渠道直连 海外终端用户的典型场景。 过去两年间，去中间商的跨境电商贸易模式在美国中下层群体中迅速普及，让无数家庭首次体验到"用白菜价购买优质商品"的消费革命。 然而，这场消费平权运动即将在5月2日戛然而止。 特朗普签署的行政令将彻底改变游戏规则：从当天起，所有来自中国大陆和香港地区、单价800美元以下的商品，将面临120%从价税或每件100美元从量税 的双重选择；待到6月1日， ...

近日，全球经济格局因美国一系列关税政策而产生动荡，众多国际企业面临前所未有的挑战。在此背景 下，联聚德团队以其独到的战略眼光和坚定的立场，不仅明确抵制美国关税，还将未来重点投资方向锁 定为大陆企业，引发业界广泛关注。 美国近年来频繁调整关税政策，旨在保护本国产业、促进贸易平衡，但实际效果却适得其反。这些政策 不仅扰乱了全球供应链的稳定，也给各国企业带来了沉重的成本压力。据统计，美国加征关税后，中国 输美商品成本大幅上升，许多企业的利润空间被严重压缩，部分企业甚至面临亏损风险。 面对美国关税的不合理冲击，联聚德团队率先发声，坚决抵制这一贸易保护主义行为。团队负责人白启 德表示："美国的关税政策违背了自由贸易原则，损害了全球企业的利益，也破坏了公平竞争的市场环 境。我们坚信，只有通过开放合作、互利共赢，才能推动全球经济的健康发展。" 联聚德团队认为，贸 易保护主义无法解决美国自身的经济问题，反而会加剧全球经济的不稳定。 在抵制美国关税的同时，联聚德团队做出了一项重要战略决策：将未来的重点投资方向转向大陆企业。 这一决策基于对大陆市场的深入研究和对其发展潜力的高度认可。近年来，中国大陆经济保持稳定增 长，科技创新能 ...

Core Viewpoint - ArcelorMittal SA warns that the ongoing global trade tensions, particularly due to aggressive U.S. tariffs and European support for local steel companies, may significantly impact steel demand and the overall supply chain costs and profits in the steel industry [1][2]. Group 1: Company Performance - ArcelorMittal reported that the global trade turmoil could lead to lower steel demand than previously anticipated, which was initially projected to grow by 2.5% to 3.5% outside of China [1][2]. - The company's first-quarter EBITDA reached $1.58 billion, slightly exceeding analysts' expectations of approximately $1.56 billion, driven by strong performance in iron ore mining [3]. Group 2: Market Conditions - The U.S. government expanded a 25% steel import tariff to all countries, including major suppliers Canada and Mexico, while Europe has also intensified trade protection measures to counteract cheap steel imports from Asia [2]. - The CEO of ArcelorMittal expressed caution regarding the short-term outlook, indicating that unresolved global trade uncertainties could harm business confidence and disrupt the global economy [2]. Group 3: Industry Outlook - The long-term effects of the escalating trade war on the steel industry remain unclear, but short-term indications suggest a potential cooling of global steel demand [2]. - The U.S. effective tariff rate is currently close to 23%, the highest in over a century, which has significantly impacted consumer and business confidence in the U.S. [4].

Group 1: Monetary Policy - President Trump criticized the Federal Reserve's interest rate decisions, arguing that current rates are too high given the declining inflation data [3] - The market perceives Trump's frequent interventions in interest rate policy as a potential threat to the independence of the central bank, with a 0.25 percentage point implicit risk premium observed in the pricing of the federal funds rate by traders [3] Group 2: Fiscal Policy - Trump promoted his tax reform 2.0, which includes expanding the income tax exemption for tips, adjusting the Social Security tax threshold, and optimizing overtime tax treatment, claiming it would reduce taxes for auto industry workers by an average of $1,450 annually [3] - The Congressional Budget Office estimated that the full implementation of this proposal would reduce federal revenue by approximately $215 billion over the next decade, with 38% of the tax cuts benefiting the manufacturing sector [3] Group 3: Trade Policy - Trump defended his tariff policy, stating that a 25% tariff on imported cars and parts has led to a net increase of 42,000 jobs in the U.S. auto manufacturing sector, with Michigan accounting for 29% of this growth [4] - However, Bloomberg's economic research indicated that the average price of imported cars and parts rose by 17.3% during the same period, with consumers bearing about 62% of the tariff costs [4] Group 4: Market Reaction - During Trump's speech, the volatility of the dollar index rose to 112.5 basis points, the highest in nearly three months, while the 10-year U.S. Treasury yield briefly surpassed 4.38% before retreating, indicating investor caution regarding policy uncertainty [5] - The University of Michigan's consumer confidence index showed an increase in the five-year inflation expectations to 3.1%, the highest level since June 2023 [5]

新华社北京4月30日电 特稿｜"中国提供了值得信赖的增长路径"——欧美企业"向东看"折射中国经济 底气与能量 新华社记者闫洁 最近，英国48家集团主席杰克·佩里注意到英国企业的一个微妙变化："他们不再问'我们是否应关注中 国'，而是问'我们该如何在中国建立可持续的合作关系'。" 提问内容的"小差别"，折射的是欧美企业长期规划与战略选择的"大不同"。面对贸易保护主义带来的不 确定性，欧美企业正加快"向东看"步伐，将目光投向市场规模庞大、经济增长稳定、投资环境持续开放 的中国。"到中国去"，成为越来越多跨国企业的共识。 不确定性与运营压力俱增 欧美企业面临现实困难 这种"大不同"，源自贸易保护主义给全球经济复苏和企业长期增长前景带来的现实困难。 国际货币基金组织4月22日发布最新一期《世界经济展望报告》，将2025年全球经济增长预期由今年1月 的3.3%下调至2.8%。报告认为，美国政府一系列关税措施是对全球经济的一次"重大负面冲击"，其实 施过程中的不确定性也对经济活动和经济前景产生负面影响。 澳大利亚矿业巨头必和必拓首席执行官迈克·亨利（中文名韩慕睿）日前表示，不断升级的贸易战将损 害全球经济。尽管美国关税政 ...

【环球时报记者 李萌 环球时报特约记者 柳玉鹏】综合法新社、路透社报道，金砖国家外长28日在巴西 里约热内卢举行会晤。此次会议聚焦和平安全及国际治理议题，并为今年7月在巴西举行的金砖国家领 导人第十七次会晤做准备。此次会晤也是金砖大家庭迎来新成员印尼和9个伙伴国后的首次外长会。 28日，中共中央政治局委员、外交部长王毅出席金砖国家外长会晤时就完善全球治理阐明中方立场时强 调，当前全球治理处在重要十字路口，金砖国家作为新兴力量的代表，应当增强历史自觉，坚持团结合 作，同国际社会一道，改革完善全球治理架构，使之更及时有效应对各种全球性挑战，更均衡合理反映 全球南方的共同意愿。 法新社28日称，因当前国际社会正应对俄乌冲突、巴以冲突以及美国发起的贸易战，巴西在当天的会议 上呼吁加强合作。巴西外长维埃拉表示，"我们倡导外交而非对抗，合作而非单边主义。" 据香港《南华早报》报道，维埃拉28日在此次外长会开幕式上表示，金砖国家必须在日益分裂的世界中 发挥"向善之力"。他强调，和平之路既不平坦也非一条直线，金砖国家应以身作则，重申对多极世界的 信念，在此世界中，安全应是所有人的权利而非少数人的特权。他说："金砖国家拥有多元 ...