据海峡导报报道 世界经贸局势动荡，新台币汇率短期内剧烈波动，中国国民党主席朱立伦此前预言新 台币升值破30，以及6月美债危机。朱立伦于中国国民党中常会上再度预言，近两周内台当局就会收到 来自美国财政部的汇率报告，台湾地区一定会被列入"严重观察名单"，他痛批台湾地区领导人赖清德报 喜不报忧。朱立伦表示，新加坡总理黄循财敢于说出不受欢迎的事实，对美国经贸战表达严正立场，并 告诉新加坡民众实话，提醒新加坡将面临严峻的经贸冲突挑战。 中国台湾地区（资料图） 据参考消息网报道，台湾《中国时报》社论指出，民进党当局"拿汇率抵关税"扼杀企业活路。台当局宣 布结束在华盛顿就"对等关税"等经贸议题与美方的首轮实体磋商。巧合的是，台方前脚宣布与美谈判， 新台币对美元随即创下有统计以来最大升幅，5日更继续狂飙，短短2个交易日共狂升1.872元、升幅 6.21%，如失速列车般的史诗级涨势，让人不由怀疑，台当局所谓不能说的谈判底牌，正是用新台币升 值交换美方调降"对等关税"。文章指出，真正促使新台币狂升的背后推手，正是赖当局。 台当局劳动事务主管部门表示，在美国关税政策冲击下，台湾恐有十万余名劳工受影响。对于官方近日 核定的880亿元 ...

Core Viewpoint - The Trump administration has imposed high tariffs on solar manufacturers from Malaysia, Cambodia, Thailand, and Vietnam, citing unfair competition from Chinese companies using these Southeast Asian countries to flood the U.S. market with cheap products [1][3]. Group 1: Tariff Details - The tariffs are exceptionally high, with Vietnam facing a countervailing duty of 395.5%, Thailand 375.2%, Malaysia 34.4%, and Cambodia a staggering 3521% due to non-cooperation in the investigation [3]. - Specific companies are also targeted, such as Jinko Solar in Malaysia facing a 41.56% tariff, Trina Solar in Thailand at 375.19%, and JA Solar in Vietnam potentially facing around 120% [3]. Group 2: Impact on Trade Dynamics - Following the tariff threats, imports of solar products from these Southeast Asian countries to the U.S. have drastically decreased, while imports from Laos and Indonesia have increased, indicating a shift in trade patterns rather than an effective deterrent [6]. - The U.S. solar industry associations have criticized the tariffs, stating they will raise import prices and harm U.S. solar manufacturers, leading to increased uncertainty in the solar sector and disruption of global supply chains [6]. Group 3: Geopolitical Implications - The tariffs are seen as a strategy by the U.S. to force Southeast Asian countries to reduce their economic dependence on China, thereby diminishing China's influence in the region [4]. - China has a dominant position in the solar supply chain, controlling 90% of the market share in key areas like polysilicon and solar cell components, which poses a significant challenge to U.S. efforts to curb Chinese influence [3][4]. Group 4: Regional Economic Relations - China and Southeast Asian countries have strong economic complementarities, with significant trade ties, as evidenced by the fact that ASEAN remains China's largest trading partner [7]. - The establishment of trade agreements like the RCEP and the China-ASEAN Free Trade Area has created a robust regional trade network, allowing Southeast Asian countries to better navigate U.S. tariff pressures [7]. Group 5: China's Response - In response to the U.S. tariffs, China has expressed a firm stance against U.S. actions, emphasizing solidarity with Southeast Asian nations and a commitment to maintaining fair trade practices [9]. - The Chinese government has called for a return to equitable and mutually beneficial trade relations, rejecting the notion of succumbing to U.S. hegemonic tactics [9].

Group 1 - The China Council for the Promotion of International Trade (CCPIT) has organized 184 delegations of Chinese entrepreneurs to 45 countries and regions this year, showcasing China's commitment to international trade [1] - In the first quarter, the CCPIT issued various certificates, including certificates of origin and ATA carnets, with a year-on-year growth of 14.91% [1] - The global trade friction index for February 2025 was reported at 106, indicating a high level of trade tensions, with the United States, the European Union, and South Africa having the highest indices [1] Group 2 - A survey conducted by the CCPIT among over 1,100 foreign trade enterprises revealed that nearly 50% plan to reduce business with the U.S., while 75.3% intend to explore emerging markets to compensate for the decline in U.S. exports [2] - The CCPIT aims to simplify the process for obtaining certificates of origin and expedite approvals for enterprises participating in international exhibitions [2] - The CCPIT is committed to enhancing trade and investment services through various significant economic and trade events, including the China International Supply Chain Promotion Expo and the Global Trade and Investment Promotion Summit in 2025 [2] Group 3 - High-profile visits from international business leaders, including NVIDIA's CEO and members of the German Daimler Truck Holding AG, highlight the ongoing interest in China's market [3] - The CCPIT emphasizes that China's policy environment remains transparent, stable, and predictable, which is a significant advantage in an uncertain global landscape [3] - The APEC Business Advisory Council meeting in Toronto saw a unified call from the Asia-Pacific business community, including U.S. businesses, against unilateralism and protectionism [3] Group 4 - The CCPIT expresses a willingness to act as a bridge for communication between China and the global business community, advocating for the maintenance of a multilateral trade system and opposing the misuse of tariffs [4] - The organization encourages the U.S. to engage in equal dialogue to resolve trade concerns and promote stable and sustainable development in China-U.S. economic relations [4]

据中国驻韩国大使馆网站消息，4月25日，韩国NEWS1通讯社发布韩国知名国际关系问题专家、全球战略合作研究院院长黄载皓教授对戴兵大使的专访。采 访全文如下： 中方反复强调，中美经贸关系的本质是互利共赢。关税战、贸易战没有赢家，保护主义没有出路，脱钩断链只会孤立自己。对于关税战，我们不愿打，但也 不怕打。打，奉陪到底；谈，大门敞开。如果美方真的想通过对话谈判解决问题，就应该停止威胁讹诈，在平等、尊重、互惠的基础上同中方对话。 我注意到韩美24日举行了"2+2"磋商，韩国国内许多观点认为韩应审慎应对。各国国情不同，中方尊重各方通过平等磋商解决与美方的经贸分歧。同时，中 方坚决反对任何一方以牺牲中方利益为代价同美达成所谓交易。各方都应站在公平正义的一边，对美错误行为，国际社会不能听之任之，否则所有国家都会 沦为受害者。 二、您如何评价韩中经贸关系？近年不少韩企撤离中国市场，一些韩国舆论也对中国技术进步和产业升级感到担心，您怎么看这个问题？未来双方可在哪些 领域加强合作？ 经贸合作一直是中韩关系的"压舱石"。30多年来，双方发挥各自优势，不断深化务实合作，实现互利共赢，并推动两国产供链深度互嵌，已形成你中有我、 我中 ...

极限封锁并不能折断优秀企业的翅膀，华为就是一个可用于观察的典型例子。在美国挑起贸易摩 擦的8年时间里，华为事实上已经被美国"脱钩断链"。然而，华为2024年财报显示，其营收规模 已接近历史巅峰，而来自美洲的营收仅占4.2%。华为让世人看到在美国打压之下，企业可以通 过"深淘滩、低作堰"集中精力做好自己的事而变得更强大。 "深淘滩、低作堰"是2000多年前李冰父子修都江堰时留下的治水准则，也是华为的经营准则之 一，它同样适用于投资。无论外在环境如何变化，投资者用长期资金买入低估的优质企业，长期 来说很难亏损。 投资小红书-第234期 全球股市迎来疯狂一周，各大股指跌宕起伏，千点跌幅、暴涨暴跌比比皆是。 美国挑起的"对等关税"，成为扰动股市的最大利空因素。事实上，对于股市来说，任何极端情况 都可能遇到。翻开资本市场的历史，你会看到曾有一天，道指单日大跌超过22%，那就是1987年 10月19日的美股大崩盘；1997年亚洲金融危机之时，恒指单日大跌13.7%，部分个股一周跌幅超 过50%。 即使最严重下跌的股市，多年后也会收复失地。对于心理上和财务上都做好准备的长期投资者来 说，极端波动并不能带来真正的伤害。回顾资 ...

据中国驻美国大使馆网站3月1日消息，2025年2月28日，中国驻美国大使谢锋应邀以视频方式在"杜克—北 卡中国领导力峰会"发表致辞。 谢锋指出，去年中美贸易额超过6800亿美元，7.3万家美企在华投资兴业，中国是包括北卡在内美国32个 州的前三大出口市场。中美之间的广泛共同利益和广阔合作空间明明白白就在那里，"脱钩断链"伤筋动 骨，贸易战关税战损人更伤己。中国早在2019年就在全球率先正式整类列管芬太尼类物质，近年来中美禁 毒合作取得的进展有目共睹，以芬太尼为借口挥舞"关税大棒"只会适得其反。哥伦比亚广播公司最新民调 显示，3/4美国受访者认为加征关税将进一步推高物价。两国人民对美好生活的向往不可阻挡，双方应把 握中美关系互利共赢的本质，办成更多有利于两国和世界的大事。 谢锋指出，面对全球性挑战层出不穷，热点问题此起彼伏，中美作为安理会常任理事国应该承担大国责 任、履行大国义务，维护和平、推动发展、倡导合作，向霸道霸凌、单边主义、保护主义说不。面对新一 轮科技革命和产业变革，需要的不是科技封锁，而是为人类进步深度求索。人工智能等高新技术可能打 开"潘多拉的盒子"，任由各国无序竞争，"灰犀牛"就在眼前。去年中美 ...