商务部新闻发言人答记者问：8月15日，中方在世贸组织起诉加拿大钢铁等产品进口限制措施。加方无视世贸组织规则，出台钢铁关税配额措施，并对含所谓“中国钢铁成分”等产品加征歧视性关税，是典型的单边主义和贸易保护主义做法，损害中方合法权益，扰乱全球钢铁等产业链供应链稳定。中方对此强烈不满，坚决反对。 ...

Group 1 - China has filed a lawsuit against Canada in the World Trade Organization (WTO) regarding import restrictions on steel and other products [1] - The Canadian government has implemented tariff quota measures on steel, imposing discriminatory tariffs on products containing "Chinese steel components," which China views as unilateral and protectionist [1] - China expresses strong dissatisfaction and opposition to Canada's actions, urging Canada to correct its measures to maintain a rules-based multilateral trading system and improve China-Canada economic and trade relations [1]

Core Insights - The international environment in July was complex and severe, with ongoing trade protectionism and unilateralism impacting the economy [1] - Extreme weather conditions, such as high temperatures and floods in certain regions, caused short-term shocks to economic operations [1] - In response to these challenges, various regions and departments actively implemented more proactive macro policies and advanced the construction of a unified domestic market [1] - Production demand continued to grow, employment and prices remained generally stable, and new growth drivers expanded, leading to a steady and progressive economic operation [1]

Core Viewpoint - The company, Aybon Co., Ltd. (603188.SH), is selling its 100% stake in Lianyungang Yaren Housing Rental Co., Ltd. to alleviate financial pressure and optimize asset structure amid ongoing losses and industry challenges [1][6]. Group 1: Financial Performance - Aybon Co. has reported continuous losses for six years, with a cumulative net loss of 2.764 billion yuan from 2019 to 2024 [2][3]. - The company's revenue from 2019 to 2024 has shown significant fluctuations, with figures of 1.421 billion yuan, 653 million yuan, 841 million yuan, 966 million yuan, 651 million yuan, and 701 million yuan respectively [2]. - In 2024, Aybon Co. achieved a revenue of 701 million yuan, representing a year-on-year increase of 7.80%, while the net loss was reduced to 265 million yuan, a decrease of 313 million yuan compared to 2023 [3]. Group 2: Industry Challenges - The company has faced significant operational challenges due to environmental safety issues leading to production halts, increased competition in the dyeing industry, and low downstream demand [3][4]. - The domestic dye market is characterized by intense competition and a concentrated regional structure, which has put pressure on all dye manufacturers [3]. Group 3: Asset Sale and Strategic Moves - The sale of the housing rental subsidiary is seen as a necessary step to address liquidity issues and optimize the asset structure, with the sale price set at 71.8769 million yuan, providing a premium of approximately 23.67 million yuan [6][7]. - The company has previously sold other subsidiaries to reduce management costs and risks associated with idle assets, indicating a strategic focus on core operations [7]. - The recent change in ownership structure, with the state-owned Guojing Group becoming the controlling shareholder, is expected to bring new resources and strategic direction to the company [4].

Core Viewpoint - The recent announcement by People's Daily marks the conclusion of the US-China tariff war, highlighting China's victory in this prolonged economic conflict, while Trump's designation of a successor adds complexity to the situation [1][9]. Economic Performance Comparison - During Trump's administration, the tariff war was initiated in 2018 to address trade deficits and promote US manufacturing, aiming for concessions from China [3]. - China's economy has shown robust growth, maintaining a growth rate of [X]% in the first half of the year, driven by strong domestic consumption and investment in emerging industries [3]. - In contrast, the US economy is experiencing stagnation, with a growth rate of only [X]%, facing high inflation and increased living costs for citizens [4]. Impact of Tariff Policies - The high tariff policies have led to widespread dissatisfaction among other countries, prompting them to reduce reliance on the US market and seek trade partnerships elsewhere [6]. - The US economy is caught in a vicious cycle due to high tariffs, which increase import prices and contribute to inflation, leading to tighter monetary policies that suppress investment and consumption [6]. Strategic Advantages - China holds significant advantages in key sectors, such as the rare earth industry, where it is the largest producer and exporter, providing a strong foundation for its industrial development and international market influence [7]. Political Implications - Trump's early designation of Vice President Vance as his successor suggests an awareness of the negative impact of the tariff war's failure on his party's future, aiming to maintain his policy agenda [9]. - The announcement from People's Daily reinforces China's successful resistance against US trade aggression, indicating that protectionism and unilateralism are contrary to the trends of economic globalization [9].

智通财经8月13日讯（编辑 冯轶）受美联储降息预期升温及板块业绩等因素催化，港股黄金股短线再度走强。 截至发稿，今日紫金矿业(02899.HK)、灵宝黄金(03330.HK)双双涨超3%，且均刷新历史高点，招金矿业(01818.HK)等个股也跟涨。 另一方面，随着年内金价持续走高，市场对黄金股的中期业绩表现也颇为期待。 据媒体报道，不少黄金行业上市企业近期频繁获机构调研。从机构调研的内容看，未来黄金产量、黄金产能扩张计划、公司成本变化等，是机构普遍关心的 问题。 早前，灵宝黄金、潼关黄金等港股黄金股就相继发布盈喜预告。其中，灵宝黄金预计中期净利润约6.56亿元至6.87亿元，同比增加约 330%-350%；潼关黄金上半年预盈3.3亿港元-3.6亿港元，同比增长259%-291%。 国金期货近日发布的研究也分析称，市场聚焦美联储9月降息，黄金可能会提前反应。后续或围绕着特朗普加征关税和美联储降息两个核心事件展开博弈。 此外，早前央行发布数据显示，中国7月末黄金储备报7396万盎司，环比增加6万盎司，为连续第9个月增持黄金。 开源证券表示，"降息交易"和"特朗普2.0"双主线将在2025年持续催化，贸易保护主义和 ...

美国中西部钢铁厂因加拿大报复性关税被迫停产，超市里一双普通运动鞋价格飙涨40%。 美国工厂的倒闭潮从汽车业蔓延开来。通用汽车将8亿美元的关税 成本转嫁给消费者，销量暴跌导致俄亥俄州工厂裁员2000人；重型机械巨头卡特彼勒直接关停伊利诺伊州的百年老厂，将生产线迁往印尼。 德国精密机床 困在海关导致底特律汽车厂停产，日本零件商将越南产能紧急转向泰国。 美国对印度购买俄油追加25%的"二级关税"，让印度出口商总税率飙升至75%，穆 迪报告显示，这场关税风暴可能导致印度经济增长率跌破6%。更令人担忧的是，美国海关仓库里，仿制药缺货警报已响彻三天，而印度供应着全美65%的 仿制药。 科技封锁的反噬也开始显现。 特朗普宣布对半导体征收100%关税后，苹果连夜承诺追加千亿美元在美投资，但台积电亚利桑那工厂的成本比台湾高出6 倍，最终导致iPhone价格上涨23%。 宾夕法尼亚大学的模型显示，每保护一个钢铁岗位，会导致其他行业流失五个就业机会。 特朗普的"对等关税"清单，如同精准的屠刀，狠狠地切割着全球贸易版图。 巴西和印度首当其冲，大豆、咖啡、医药和纺织品面临高达50%的关税，印度珠 宝商90亿美元的年出口额瞬间化为泡影。 ...

Core Insights - Ireland's economy, once reliant on low GDP, has transformed into a major player in the pharmaceutical sector, becoming the largest exporter of medical products in the EU, with a significant dependency on the US market for exports [1][2][3] Economic Growth and Dependency - Ireland's GDP per capita has surpassed traditional economic powers like France and Germany, earning the nickname "Celtic Tiger" due to its strong growth driven by globalization and an export-oriented economy [1] - In 2024, Ireland's total goods export is projected to reach nearly €224 billion, with medical and pharmaceutical products accounting for €99.9 billion, nearly 45% of total exports [2] - The US is the largest market for Irish exports, with over €72 billion in goods exported, of which €58 billion are pharmaceutical products, representing approximately 60% of total exports to the US [2] Foreign Direct Investment - Ireland has attracted a cumulative foreign direct investment of €1.3 trillion, equivalent to 255% of its GDP, significantly higher than the EU average [2] - US investments account for €897 billion, making up 69% of total foreign direct investment in Ireland, highlighting the critical nature of the US market for Ireland's economy [2] Trade Vulnerability - The Irish economy is highly sensitive to changes in US trade policy, with potential tariffs posing a significant risk to its export-driven model [2][3] - The Irish government and industry express concerns that proposed high tariffs on imported pharmaceuticals could severely impact the economy, with predictions of a 1.5% contraction in economic activity over five years and the loss of 56,000 to 70,000 jobs [3] Market Reactions - In anticipation of potential tariffs, Irish pharmaceutical exports to the US surged in early 2023, with March exports reaching €23.6 billion, a 243.3% increase year-on-year [3] - There are fears that this spike in exports may lead to a sharp decline once tariffs are implemented, resulting in a significant drop in export volumes [3] Economic Fluctuations - Ireland's economy experienced significant fluctuations, with a 1% decline in GDP in Q2 2023, contrasting sharply with a 7.4% growth in Q1 2023, indicating the volatility introduced by external trade pressures [4] - The current geopolitical climate necessitates a reevaluation of Ireland's reliance on the US market, as the country faces challenges in maintaining its growth trajectory amid rising protectionism [4]

印度这边也不示弱，外交部声明美国对印度加征关税不公平、不公正、不合理，印度肯定会采取一切必 要行动维护国家利益。印度一直坚持保护本国粮食和乳制品行业，这也是美印贸易谈判的关键分歧点。 现在印度国内虽然有声音说要对美让步，但莫迪这次态度也挺坚决，向美方传递了愿意捍卫本国相关产 业利益，甚至承担个人后果的信息。 咱们再把目光放远一点，这 11 国联手反美，背后其实有着更深层次的原因。美国长期以来凭借美元霸 权，在全球贸易和金融体系中为所欲为。金砖国家早就看不顺眼了，一直在推动去美元化进程。还有巴 西和印度签协议用本币买药，南非和俄罗斯用兰特结算石油等等，都是在减少对美元的依赖。这次美国 的关税霸凌，更是加速了金砖国家团结起来对抗美国霸权的步伐。 说到这，咱们中国在其中扮演着非常重要的角色。胁迫和施压对中国没用。而且中国也一直在行动上支 持其他国家。比如说巴西咖啡被美国加税卖不动，中国驻巴使馆马上允许近 200 家巴西咖啡公司产品出 口到中国。 最近国际形势那叫一个风起云涌，11 国联手反美，这事儿可太劲爆了！尤其是在莫迪计划访华之前， 巴西 80 岁的总统卢拉果断下令，直接把矛头对准了美国，这背后到底有着怎样的故 ...

Core Argument - The article argues that Trump's tariff policy, while seemingly beneficial in the short term, ultimately sows the seeds of America's decline in global hegemony, leading to a loss of trust among allies and a strengthening of adversaries [1][4]. Group 1: Impact on Allies - Trump's tariff policy has resulted in a complete breakdown of trust among allies, with countries like the EU and Japan feeling betrayed and seeking more reliable partnerships, such as with China [10]. - The once steadfast allies are now distancing themselves from the U.S., which has led to a significant erosion of loyalty and trust [3][10]. - The actions taken by the Trump administration have pushed allies towards alternative alliances, marking a shift in global cooperation dynamics [10]. Group 2: Response from Adversaries - In response to U.S. trade policies, BRICS nations (Brazil, Russia, India, China, South Africa, and others) are uniting to form a counterforce against American hegemony, indicating a profound shift in the global power structure [3][5]. - Brazilian President Lula's strong stance against U.S. tariffs exemplifies the growing resistance among emerging markets, as they seek to challenge U.S. dominance [3][5]. Group 3: Historical Parallels - The article draws parallels between Trump's tariff policies and Argentina's protectionist measures under President Perón, which initially appeared successful but ultimately led to economic decline [12]. - Historical lessons suggest that isolationism and protectionism can accelerate decline, as seen in the case of Argentina, which serves as a cautionary tale for current U.S. policies [4][12].