而欧洲不是不想表态，是没法表态。2024 年中欧贸易额突破 7000 亿欧元。德国大众在中国卖了 400 多万辆车，占全球销量 38%，若真加 200% 关税，狼堡 总部第二天就得贴裁员通知。 法国奢侈品巨头们更明白其中要害。中国消费者撑起其三分之一全球销量。意大利纺织商把中国当生命线，米兰设计的面料经中国加工再销往全球，关税一 拦，整条产业链都得停摆。 G7 峰会现场突然陷入死寂。美国财长贝森特刚说完 "考虑对中国加征 200% 次级关税"，欧洲各国代表就集体沉默了 —— 有人盯着鞋子发呆，有人眼神飘向 窗外，谁都不愿接话。 8 月 14 日观察者网消息称，这场沉默发生在G7峰会的关键环节。贝森特见在场的所有欧洲国家都正在兴致勃勃的谈论着对俄制裁，还以为自己找到了"同道 中人"。 于是他抛出对华加征200%关税的提议，想看看这些领导人有什么好建议，结果现场鸦雀无声，压根没人敢接他的话。 可现在，欧洲领导人们与泽连斯基正在视频连线特朗普，恳求他在美俄会谈中别出卖乌克兰利益。贝森特深知仅凭美国一国之力想要制裁中国绝对不容易， 所以他才在G7峰会上征询各国领导人的意见，可结果很让贝森特失望。 更深层的原因，是欧洲 ...

面对加拿大无视中国关切的态度，中国曾多次给予机会，然而卡尼政府始终无动于衷。直到中国商务部宣布将对所有 加拿大公司征收75%的保证金，才正式反击。这项政策自8月14日起生效，实际上是对加拿大油菜籽倾销行为的一次明 确回应。 实际上，中国的这项反倾销调查在去年9月就已启动，但为何直到现在才落下重锤？原因很简单：中国一直在等待一个 最佳时机。中国是世界上最大的油菜籽进口国，而加拿大的油菜籽出口市场，近一半都依赖中国。2024年，加拿大对 中国出口的油菜籽总值接近50亿加元。一旦保证金政策实施，意味着中国可能停止从加拿大进口油菜籽，这一变动立 刻引发市场波动，油菜籽期货价格在8月12日急剧下跌了6.5%。 眼看着加拿大正处于油菜籽的收割季节，农民们本应享受丰收的喜悦，却不得不面对前所未有的困境。由于市场的不 确定性，许多农民未能提前签订销售合同，现在只能眼睁睁看着收获的油菜籽烂在地里，既卖不出去，又要承担高额 的仓储费用，农民们的处境堪称无奈。路透社采访了一位新加坡的油菜籽贸易商，他直言："中国这次的反击真的很 狠，75%的保证金几乎宣告了我们不再购买加拿大的油菜籽。"整个加拿大的油菜籽产业链，从种植、加工到销售， ...

Trade Relations Between Canada and China - Canada imposed a 100% tariff on Chinese electric vehicles and a 25% tariff on Chinese steel and aluminum products, ostensibly to appease the U.S. after the latter's tariff increases [3][4] - The Canadian government’s rationale for targeting China was weak, as Chinese steel only accounted for 10% of the Canadian market, while 91% came from the U.S. [3][4] Impact on Canadian Agriculture - China retaliated by imposing a 100% tariff on Canadian canola oil and peas, and a 25% tariff on pork and seafood, severely impacting Canadian farmers [4][6] - Canada relies on China for 64% of its canola exports, generating approximately $2 billion annually, which is now threatened by China's tariffs [4][6] Shift in Trade Partnerships - China has shifted its canola oil imports from Canada to Australia, which has quickly adapted to fill the gap, indicating a significant loss for Canadian agriculture [6][7] - The loss of the Chinese market could result in an estimated loss of CAD 3.8 billion for Canada, with farmers showing little interest in government subsidies due to bureaucratic hurdles [6][7] Strategic Missteps - Canada's reliance on the U.S. has backfired, leading to increased tariffs without any relief, while China has found alternative partners, exacerbating Canada's economic challenges [7][8] - The accumulation of unsold canola represents a strategic failure for Canada, highlighting the consequences of short-sighted trade policies [8]

Group 1: Tariff Policy Characteristics - Trump's tariff policy exhibits a "country-specific differentiation and important goods overlay" dual-track feature, aiming to reshape bilateral trade mechanisms while addressing trade deficits[4] - The tariff rates imposed on the UK were set at 10%, the lowest tier, due to concessions made by the UK government on imports of US food and agricultural products[5] - The US has reached agreements with the EU, Japan, and South Korea for a 15% tariff increase, with the EU committing to invest $600 billion in the US and Japan investing $550 billion in various sectors[5] Group 2: Impact on Global Supply Chains - The tariff policy is expected to significantly disrupt global supply chains, with localization and regionalization becoming mainstream trends in supply chain restructuring[4] - The US is projected to maintain control over high-end supply chain segments, with China evolving into an indispensable "central node" in global supply chains[24] - The EU is anticipated to become a key recipient of mid-to-high-end technology supply chain transfers, while ASEAN and Latin America can leverage "friend-shoring" and "near-shoring" advantages[24] Group 3: Economic and Trade Implications - The US's trade deficit in categories like transportation equipment and machinery is projected to exceed $1 trillion by 2024, prompting a focus on tariffs for semiconductors, pharmaceuticals, and automobiles[10] - The cumulative tariff rate for Indian goods entering the US has reached 50%, the highest among current global tariffs, indicating a significant leverage point for negotiations[6] - The US's import volume is nearing $3.3 trillion in 2024, granting it substantial influence over global supply chain adjustments[18]

Core Viewpoint - China has filed a lawsuit against Canada in the WTO regarding import restrictions on steel and other products, claiming that Canada's actions violate WTO rules and disrupt global supply chains [3][5]. Group 1: WTO Lawsuit Against Canada - On August 15, China initiated a lawsuit in the WTO against Canada's import restrictions on steel products [3]. - The Chinese Ministry of Commerce criticized Canada's unilateral and protectionist measures, which include discriminatory tariffs on products containing "Chinese steel components" [3][5]. - China urges Canada to correct its actions to maintain a rules-based multilateral trading system and improve Sino-Canadian economic relations [3][5]. Group 2: Canada's Steel Tariffs - On July 16, Canada announced expanded import steel tariff quotas and additional taxes on imports exceeding these quotas, effective August 1 [5]. - The Canadian government imposed a 25% additional tax on products containing Chinese steel components imported from countries other than the U.S. [5]. - The Chinese Ministry of Commerce stated that Canada's measures are an attempt to shift the blame for its domestic steel industry issues onto other trade partners, including China [5]. Group 3: Anti-Dumping Investigations - The Chinese Ministry of Commerce has also initiated anti-dumping investigations into Canadian imports of canola seeds and halogenated butyl rubber [7]. - Preliminary evidence indicates that these products are being dumped, causing substantial harm to the domestic industry [7][8]. - The preliminary ruling on August 12 determined a dumping margin of 75.8% for canola seeds and between 26.2% to 40.5% for halogenated butyl rubber from Canadian companies [7][8].

Group 1 - The U.S. government has expanded the scope of tariffs on steel and aluminum imports to include 407 additional product codes, effective August 18, indicating a continued trend of trade protectionism [1][3] - The unilateral tariff policy is expected to disrupt global supply chains, increasing costs for related companies and potentially forcing multinational corporations to reconsider their procurement strategies and production locations [3][6] - The tariff increase may lead to retaliatory measures from affected countries, escalating trade tensions and impacting global market prices and supply chain stability [3][4] Group 2 - The policy highlights issues in U.S. global economic governance, as it relies on unilateral tariffs to gain political leverage while undermining international trade rules and multilateral cooperation [4][9] - Capital markets are reacting sensitively to the policy, with increased volatility in stock prices of affected industries, as investors seek safer investments amid policy uncertainty [6][9] - The long-term implications of the tariff increase may weaken U.S. competitiveness in international markets, as companies will need to factor in policy risks alongside efficiency and cost considerations [7][9]

Core Viewpoint - The article discusses the expansion of tariffs on steel and aluminum imports by the Trump administration, which now includes hundreds of derivative products, indicating a significant shift in trade policy aimed at protecting domestic industries [1]. Group 1: Tariff Expansion Details - On August 15, the Trump administration announced a 50% tariff on a broader range of steel and aluminum products, adding 407 product codes to the tariff list [1]. - The expanded tariff list will take effect on August 18, with specific rates applicable to non-steel and aluminum components based on existing tariffs on certain countries [1]. - Previously, on June 3, the administration had raised tariffs on imported steel and aluminum from 25% to 50%, effective from June 4, 2025 [1].

Group 1 - The core issue revolves around China's imposition of a 100% tariff on Canadian canola meal, which is seen as a retaliatory measure against Canada's recent tariffs on Chinese electric vehicles and steel products [1][3][5] - Canada is the largest supplier of canola to China, with exports valued at CAD 4.9 billion in 2024, accounting for 67% of its canola exports, making this a critical economic issue for Canada [1][5] - The 100% tariff and a 75.8% temporary anti-dumping tax effectively block Canadian canola from the Chinese market, while China can source canola from other countries like Australia and Russia [1][7] Group 2 - Canada's actions are viewed as aligning with U.S. strategies, which has led to accusations of trade protectionism and discrimination from China, citing violations of WTO rules [3][5] - The political implications of the tariff are significant, as it exacerbates tensions between the Canadian federal government and its western provinces, which are heavily reliant on canola farming [7][9] - China's strong response is framed as a warning to other nations, particularly the U.S. and EU, indicating that those who engage in trade wars will face consequences [7][9]

Group 1 - The core issue revolves around the U.S. Treasury Secretary's proposal for a 200% tariff on China, which was discussed during the G7 summit in Canada, but faced significant resistance from European leaders [3][4][6] - The proposal was intended to penalize countries purchasing Russian energy, but its primary target was China, aiming to indirectly suppress Chinese exports [6][7] - European countries, including Germany, France, and Italy, expressed their refusal to support the proposal due to their economic reliance on China, with annual trade exceeding $800 billion [9] Group 2 - The potential implementation of such high tariffs could lead to a spike in Europe's inflation rate, which is currently at 4.2%, possibly rising to double digits [9] - The U.S. strategy of linking the Russia-Ukraine conflict with trade issues against China has been perceived as a miscalculation by European leaders, who view it as an unnecessary provocation [9][10] - The U.S. and Europe are unlikely to reach a consensus on the tariff issue, with Europe likely to maintain good trade relations with China despite verbal support for the U.S. [11] Group 3 - The U.S. Treasury Secretary's insistence on European participation in sanctions against China reflects a desire to showcase Western unity, especially ahead of a meeting between Trump and Putin [10] - The ongoing tensions highlight a broader economic dilemma, where the U.S. seeks to leverage Europe while Europe resists becoming an economic scapegoat [10][11] - Long-term implications suggest that unilateral U.S. sanctions could drive countries towards alternative economic systems, potentially diminishing reliance on the dollar [11]

近日美国挥舞关税大棒，让多国经济受损。刚果（布）经济学家在接受总台记者采访时表示，美国这种自私的行径让全球面临经济倒退的风险。 刚果（布）经济与金融专家 阿方斯·恩东戈：可以肯定的是，美国正通过高关税方式禁止非洲商品进入美国市场。而与此同时，中国向非洲开放市场，非洲 产品通过正常关税的方式进入中国。因此，目前我们还在坚守阵地，因为我们知道我们最好的贸易伙伴是中国。目前因为刚果（布）的大部分产品都销往中 国，因此美国挥舞关税大棒并没有给我们国家经济带来太大影响。 刚果（布）经济与金融专家 阿方斯·恩东戈：美国施行的是一项只顾自己，不管他人的保护主义政策，这意味着美国可以随意推翻其他公平机制。美国对中 国、对非洲等世界各国随意征收关税。目前对非洲来说，各国经济体量比较小，即使这样，我们还是被美国加征关税，这使非洲产品在美国价格提升，竞争 力下降。 谈到非洲因美国关税政策受到的影响时，恩东戈说，中非合作极大缓解了非洲各国面临的困境。 ...