Group 1 - The core viewpoint of the report is that 49% of surveyed American companies consider China as one of their top three global investment destinations, despite ongoing operational challenges and a complex international environment [1][4][5] - The report indicates that 46% of member companies expect to achieve profitability in 2024, while 36% anticipate breaking even, and 18% are projected to incur losses [4] - A significant 95% of companies in the technology and R&D sectors believe that constructive US-China relations are crucial for their business operations [5] Group 2 - The report highlights that the percentage of companies designating China as their primary investment destination has decreased by 6 percentage points compared to the previous year [5] - In 2024, the Chinese government announced measures to promote foreign investment and improve the business environment, including the removal of restrictions on foreign investment in the manufacturing sector [5] - 33% of surveyed companies perceive an improvement in China's investment environment, an increase of 5 percentage points from the previous year [5] Group 3 - The report suggests that US policies must avoid unnecessary harm to companies reliant on integrated supply chains, warning against excessive decoupling and high tariffs that could disrupt the global trade system [6] - Data from the US Department of Commerce indicates that the number of US companies operating in China has steadily increased since the 2008 financial crisis, reaching 2,230 in 2022, which accounts for 5.5% of US companies' global investments [6] - US sales in China have shown stable growth post-pandemic, reaching $617.12 billion in 2022, representing 6.7% of global sales [6] Group 4 - During a recent roundtable meeting, foreign enterprises expressed their willingness to continue investing in China, citing the government's commitment to addressing challenges faced by foreign businesses and maintaining a stable and predictable foreign investment policy [7] - The meeting was attended by representatives from over 80 foreign enterprises and chambers of commerce, with officials from various Chinese government departments addressing the concerns raised by these companies [7]

点击上图 ▲立即报名 商务部召开外资企业圆桌会 4月 23日，标普全球公布的数据显示，美国4月Markit综合PMI初值51.2，为2023年12月以来的最低值，预期52，前值53。其中，新订单指数从 3月的53.3降至52.5；产出价格环比上涨，为去年3月以来的最高。美国4月Markit服务业PMI初值51.4，预期52.6，前值54.4。服务出口（包括 旅游及其他跨境服务）下降幅度为2023年1月以来最大，尤其显著抑制了需求增长。 4月 23日，商务部副部长兼国际贸易谈判副代表凌激主持召开外资企业圆桌会，就美加征关税给在华外资企业投资经营带来的影响与企业交流。 会议由中国外商投资企业协会主办，80余家外资企业和在华外国商会代表参会。财政部、商务部、海关总署、国家药监局有关司局负责人参会并 回应企业反映的问题诉求。 凌激表示，希望外资企业发出理性声音，坚定信心、克服困难、化危为机，共同战胜单边主义和保护主义。中国将继续扩大高水平对外开放，努 力保障产供链稳定畅通，推动解决外资企业问题诉求。与会企业代表表示，中国的外资政策持续、稳定、可预期，愿继续对华投资，深化互利合 作，共同应对挑战。（央视新闻） ｜点评｜ ...

Group 1 - The U.S. government's imposition of tariffs represents a declaration of war on the global trade system and a shock therapy to the post-World War II international order [1] - Europe faces a historical choice between continuing to be a pawn in U.S. geopolitical games or partnering with China to uphold multilateralism [1][4] - The concept of "strategic autonomy" in Europe is contradicted by its actions, revealing a collective unconscious that rationalizes U.S. hegemony [2] Group 2 - The U.S. tariffs could lead to significant export losses for Europe, particularly an estimated €85 billion for EU goods, highlighting the severe consequences of protectionism [3] - The trade relationship between China and Europe has grown substantially, with trade increasing from $2.4 billion to $780 billion and investments rising to nearly $260 billion, indicating a strong interdependence [3] - Europe must defend multilateralism rather than succumb to protectionism, as this could lead to innovation stagnation and missed opportunities for global supply chain leadership [3][4] Group 3 - A partnership between China and Europe could serve as a beacon for multilateralism, emphasizing cooperation over confrontation and shared prosperity [4] - The need for Europe to break free from the constraints of "thought steel stamps" is crucial for achieving true strategic autonomy [2][4] - The future of the world should not be monopolized by any single nation but should belong to all who believe in collaboration and openness [4]

Group 1 - The core viewpoint emphasizes the current global economic uncertainty, highlighting issues such as economic fragmentation and escalating trade tensions that disrupt global supply chains and financial markets, ultimately weakening global economic growth momentum [1] - The article stresses the importance of international cooperation to avoid a trajectory of "high friction, low trust" in the global economy, indicating that trade wars and unilateralism do not benefit any party involved [1] - China reaffirms its commitment to openness, support for free trade rules, and a multilateral trading system, aiming to promote inclusive economic globalization and maintain global economic and financial stability [1]

Group 1 - Concerns over Trump's "reciprocal tariffs" have led to a five-day sell-off of US Treasury bonds by global investors, indicating a significant decline in confidence towards dollar assets [1][3] - US Treasury Secretary Mnuchin attempted to downplay the impact of the recent sell-off, asserting that the Treasury has sufficient "policy tools" to address market volatility and imbalances [3] - Mnuchin highlighted an increase in foreign demand during recent auctions of 10-year and 30-year US Treasury bonds, suggesting that the sell-off is primarily due to institutional deleveraging rather than foreign sovereign entities [3] Group 2 - The visit of Spanish Prime Minister Sanchez to China is significant, as it aims to expand commercial cooperation between Spain and China, while also improving the overall EU-China relationship [4][6] - Sanchez's visit comes amid pressure from the US, which has warned against closer ties with China, yet he remains committed to strengthening relations, reflecting Spain's determination [6] - The trade volume between China and the EU was approximately $785.5 billion in 2014, surpassing the same period's trade volume between China and the US, indicating the importance of this relationship for economic development [6] Group 3 - During Sanchez's visit, discussions focused on bilateral relations, EU-China relations, and international issues, emphasizing mutual cooperation and the maintenance of multilateralism and free trade [7] - The increasing number of countries seeking cooperation with China highlights a shift in the international economic and political landscape, as Trump's tariff policies have led to isolation for the US [9] - The ongoing changes suggest that if the US continues its unilateral and protectionist policies, it may struggle to achieve its economic goals and further diminish its influence on the global stage [9]

美国东部时间4月23日，中国人民银行行长潘功胜在美国华盛顿特区出席二十国集团财长和央行行长会 议时表示，当前全球经济充满不确定性，经济碎片化和贸易紧张局势加剧，扰乱全球产业链供应链，引 发金融市场动荡，削弱全球经济增长动能，各方应加强合作，努力避免全球经济滑向"高摩擦、低信 任"的轨道。贸易战、关税战没有赢家，单边主义、保护主义没有出路，不符合任何一方利益。中国将 坚持对外开放，坚定支持自由贸易规则和多边贸易体制，推进普惠包容的经济全球化，维护全球经济和 金融稳定。 ...

Core Viewpoint - The global economy is currently facing significant uncertainty, characterized by fragmentation and escalating trade tensions, which disrupt global supply chains and financial markets, ultimately weakening economic growth momentum [1] Group 1: Global Economic Environment - The current global economic landscape is marked by increased uncertainty and fragmentation, leading to heightened trade tensions [1] - These tensions are causing disruptions in global supply chains and financial markets, contributing to a decline in global economic growth [1] Group 2: Policy Recommendations - There is a call for enhanced cooperation among nations to prevent the global economy from descending into a state of "high friction and low trust" [1] - The article emphasizes that trade wars and tariff conflicts yield no winners, and unilateralism and protectionism are not viable solutions [1] Group 3: China's Position - China reaffirms its commitment to openness and support for free trade rules and a multilateral trading system [1] - The country aims to promote inclusive economic globalization and maintain global economic and financial stability [1]

昨天，发生了哪些财经大事？ 特朗普称美对华关税 或将大幅下降， 我外交部回应 4月23日，外交部举行例行记者会。有记者问，据报道，美国总统特朗普对记者称，对华 145%关税确实很高，协议达成后美对华关税将大幅下降，但不会降至零。中方对此有何评 论？ 对此，郭嘉昆表示， 中方早就指出，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 。对于美国发动的关税战，中方的态度很明确， 我们不愿打，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。一边说要同中方达成协议，一边不 断搞极限施压，这不是同中方打交道的正确方式，也是行不通的。 华裔CEO上任才1个月， 美国芯片巨头被曝大裁员 4月23日，据多家外媒报道，英特尔计划在本周宣布裁员超过20%的计划。这将是该公司自 1968年成立以来规模最大的一次组织调整。同时也是新任CEO陈立武（Lip-Bu Tan）上 任后推动的首次重大重组。截至2024年底，英特尔全球员工总数为10.89万人，若按20% 比例计算，裁员规模将超过2.18万人。此前，当地时间3月12 ...

Group 1 - Xi Jinping held a ceremony to welcome Azerbaijani President Ilham Aliyev during his state visit to China [7] - Xi Jinping and President Aliyev announced the establishment of a comprehensive strategic partnership between China and Azerbaijan [8] - Xi Jinping emphasized the importance of military-civilian unity and the "double support" work, highlighting the need for reform and innovation in this area [9] Group 2 - Premier Li Qiang met with both Azerbaijani President Aliyev and Kenyan President William Ruto during their state visits [12][13] - Zhao Leji, Chairman of the Standing Committee of the National People's Congress, also met with Presidents Aliyev and Ruto [14] Group 3 - The Shenzhou-20 manned spacecraft launch window has been confirmed, with the crew of three astronauts revealed [18] - The 137th Canton Fair's second phase has commenced, focusing on quality home furnishings and showcasing over 100 new product releases [24] - The 2025 Shanghai International Auto Show opened with nearly 1,000 exhibitors, highlighting the latest developments in electric and intelligent vehicles [25]

Core Viewpoint - The trade relationship between Japan and the United States is significantly impacted by the recent tariff policies initiated by the Trump administration, leading to widespread concern among Japanese industries about the negative effects of "reciprocal tariffs" [1][6]. Industry Impact - Over half (52.3%) of surveyed companies reported that "reciprocal tariffs" have a "negative" impact, with only 1.3% indicating a "positive" effect [2]. - The manufacturing sector is the most affected, with 64.4% of manufacturing companies reporting negative impacts, followed by wholesale (56.4%), transportation (51.5%), and agriculture, forestry, fisheries, and mining (51.2%) [2][3]. - Among the 5,314 surveyed companies, 46.2% stated that the tariffs would have no impact, while 30.3% felt there would be slight negative effects, and 22.0% anticipated significant negative impacts [2]. Specific Industry Responses - The manufacturing industry, particularly the automotive sector, is identified as a "disaster zone" due to the high negative impact from tariffs [3]. - In the manufacturing sector, non-ferrous metal manufacturing reported the highest negative impact at 83.3%, followed by steel (79.4%) and rubber products (79.1%) [3]. - The retail sector had the highest percentage of companies reporting a positive impact at 3.6%, with other sectors like real estate and wholesale showing minimal positive responses [4]. Company Strategies - A significant portion (65.1%) of companies reported having "no special" countermeasures in response to the tariffs, indicating a lack of immediate strategic planning [5]. - Among those considering responses, 9.7% plan to reduce inventory, and 9.0% may cancel or reduce capital investments [5]. - Companies are primarily focused on assessing the impact of tariffs rather than implementing proactive measures [5]. Policy Concerns - The highest concern among surveyed companies is the tariff policy, with 54.7% indicating it as a primary focus, particularly among larger enterprises [6]. - The construction, manufacturing, and financial sectors show the highest levels of concern regarding tariff policies [6]. Government Response - The Japanese government, represented by the economic revitalization minister, emphasizes the urgency of addressing the tariff situation, labeling it a "national crisis" [7].