Group 1 - The U.S. government has raised steel and aluminum tariffs to 50%, applying pressure on multiple countries to submit trade negotiation proposals by a specified deadline, which has sparked widespread controversy and concern internationally [1][3] - The current actual tariff level in the U.S. is the highest since 1938, and if the "reciprocal tariffs" are fully implemented, it will reach the highest level since the 1890s, directly impacting the stability of the global trade system [1][3] - The OECD has downgraded U.S. economic growth forecasts for 2025 from 2.2% to 1.6% and for 2026 to 1.5%, indicating significant negative repercussions on the U.S. economy due to the tariff policies [3][6] Group 2 - Vietnam has been specifically targeted by the U.S. to reduce its reliance on Chinese materials and components, which poses a significant threat to its economy as a large portion of its manufacturing relies on Chinese imports [3][4] - The structural dependency of Vietnam on Chinese intermediate products means that the costs of decoupling will far exceed the benefits gained from tariff reductions, complicating the trade relationship [4][6] - The increase in tariffs has led to rising costs in various sectors, including automotive and construction, with reports indicating an 8%-12% increase in metal packaging food prices in U.S. supermarkets [6][9] Group 3 - The U.S. tariff policy is causing a global chain reaction, with the EU and Japan considering countermeasures, and the uncertainty in international trade rules is leading to a decline in global investment and trade volumes [6][7] - Developing countries, particularly those reliant on steel and aluminum imports, are facing increased cost pressures, while African agricultural nations are losing market share due to increased U.S. agricultural exports [6][9] - The international community is showing a clear trend of division, with many countries refusing to take sides in the U.S.-China conflict, and multilateral cooperation mechanisms are gaining importance as a counter to unilateralism [7][9] Group 4 - China is positioning itself as a responsible global player, with significant increases in investment in ASEAN countries and cross-border e-commerce with Vietnam, indicating resilience in supply chains despite external pressures [9] - The U.S. tariff strategy is seen as an attempt to restructure the global economic order, but data suggests that this approach is leading to a "lose-lose" situation for all parties involved [9] - The future of the global economy hinges on whether unilateralism will undermine globalization or if cooperation can be fostered to create a more resilient governance system [9]

新华社吉隆坡5月27日电 很高兴和大家相聚吉隆坡，共同参加东盟－中国－海合会三方经济论坛开幕式。 今天，东盟－中国－海合会峰会成功举行，同意加强三方伙伴关系，开启了三方合作新 篇章。会上，各国领导人围绕"共创机遇 共享繁荣"主题进行了深入探讨。大家普遍认为，当 前全球政治经济格局正在发生深刻复杂变化，各国发展面临的共同挑战显著增多，发展机遇 更加稀缺、更加可贵，加强合作更为紧迫、更需远见。我感到这样的探讨很有意义，应当扩 展到包括工商界在内的各个方面，从而在更大范围内凝聚智慧和共识。借此机会，我愿与大 家分享3点看法。 第一，在当今时代背景下，我们能够携手应对挑战就是在创造机遇。当前，经济全球化 正在经历前所未有的重大冲击，和平发展、合作共赢这些长期坚守的价值理念受到严峻挑 战。我们共同应对好这些问题，将为三方国家带来重要机遇。面对地缘冲突和对立对抗加 剧，我们坚持深化互信、增进团结，就能创造长远战略机遇。过去几十年亚洲的快速发展历 程深刻昭示，团结互信、和平稳定才能带来发展繁荣。各国是命运相连的整体，如果互信缺 失，矛盾就会滋生放大，合作就无从谈起；加强团结互信，就可以在战略上相互支持，带来 更大范围、更可 ...

Group 1 - The core viewpoint emphasizes the importance of China-Korea economic cooperation, highlighting that bilateral trade is projected to reach $328.08 billion in 2024, reflecting a growth of 5.6% [1] - China has been Korea's largest trading partner for 21 consecutive years, while Korea has regained its position as China's second-largest trading partner [1] - The integration of industrial and supply chains between China and Korea has created a cooperative framework characterized by mutual dependence and shared destiny [1] Group 2 - Korean companies are encouraged to adopt a rational perspective on the Chinese market, moving away from outdated notions of quick profits and recognizing the opportunities presented by China's ongoing economic reforms and consumption upgrades [2] - There is a call for both countries to explore new areas of cooperation, leveraging their respective advantages in sectors such as artificial intelligence, green development, high-end manufacturing, biomedicine, low-altitude economy, and digital economy [2] - The stability of the industrial and supply chains between China and Korea is crucial, with a need to promote trade and investment liberalization while addressing emerging challenges [2] Group 3 - Progress in the negotiations for the China-Korea Free Trade Agreement (FTA) is being pursued, with a focus on investment and services in the second phase of discussions [3] - The historical contributions of Korean entrepreneurs to the economic development of both countries are acknowledged, with an emphasis on the need for a long-term, global perspective on China-Korea cooperation [3] - The Korea-China Economic Association is recognized for its role in fostering friendly relations and facilitating practical cooperation between businesses in both countries [3]

Group 1 - The core viewpoint emphasizes the importance of Sino-American cooperation in advancing global scientific progress, particularly in technology and innovation [1][3] - The recent approval of international applications for lunar samples from the Chang'e 5 mission highlights the ongoing collaboration between China and the United States in scientific research [1] - The history of Sino-American technological cooperation has seen both positive and negative phases, but the overall trend has been towards mutual benefit and global advancement [1][3] Group 2 - Recent trends in the U.S. reflect a resurgence of Cold War mentality, leading to increased restrictions and sanctions against Chinese technology firms under the guise of national security [2] - These actions are seen as counterproductive, hindering global innovation and ultimately harming U.S. interests, as noted by experts [2] - Despite these challenges, China's technological development continues to thrive, with significant advancements in areas such as quantum computing and artificial intelligence [2] Group 3 - The current technological landscape necessitates both competition and collaboration, especially in addressing global challenges like climate change and pandemics [3] - The concept of "1+1>2" suggests that enhanced cooperation between China and the U.S. could yield greater benefits for both nations and the world [3] - China aims to foster an open and inclusive international scientific cooperation framework, encouraging the U.S. to engage positively in this endeavor [3]

Core Viewpoint - The speech emphasizes the importance of open cooperation and mutual learning between China and the UK, highlighting the need to correct misconceptions and eliminate political interference in scientific exchanges [1][2] Group 1: Cooperation and Exchange - China and the UK possess strong technological capabilities and should engage in mutual exchanges to benefit from each other's strengths [1] - Examples of collaboration include co-authored papers by scholars from both countries and the sharing of lunar samples from China's Chang'e 5 mission with UK scientists [1] Group 2: Global Context and Challenges - The current global landscape is marked by rapid changes and a new wave of technological revolution, necessitating international cooperation in areas like artificial intelligence [1] - There are significant challenges to international scientific collaboration, including unilateral actions, trade wars, and the rise of protectionist policies [1] Group 3: Strategic Dialogues - Both countries should implement the important consensus reached by their leaders and enhance dialogues in various fields, including AI and other technological areas, to create a favorable political and policy environment for cooperation [2]

Group 1 - The trade war initiated by Trump has primarily affected the relationship with China, leading to a backlash in the U.S. consumer market, where consumers will ultimately bear the cost of tariffs [1] - The last batch of goods not subjected to high tariffs is arriving at U.S. ports, with a significant reduction in imports expected next week; the American Retail Federation predicts a 20% year-on-year decline in imports by the second half of 2025, while JPMorgan forecasts a drop in imports from China to 75-80% [3] - The ongoing trade tensions have evolved into a prolonged dispute rather than negotiations, with potential risks to the stock, bond, and currency markets as the U.S. faces challenges in managing its debt obligations [4] Group 2 - Retailers in the U.S. are under pressure, with only 6-8 weeks of inventory left, necessitating quick decisions from Trump to alleviate panic; the shortage of essential goods could lead to rising prices and a decrease in job opportunities, increasing the risk of economic recession [7] - Trump acknowledges the difficulty of completely severing supply chains with China, but he aims to weaken China's position in the new order; however, he may have overestimated the resilience of the U.S. economy [9] - The situation is a race against time, with the need to rally other countries against U.S. economic coercion; the strategy may involve allowing certain countries' products to enter the U.S. market at reduced tariffs to mitigate supply chain shortages [10][12]

这边关税战还没消停，台湾问题又被美国拿出来做文章。特朗普政府最近释放出"弃台"信号。美国债务 危机越来越严重，特朗普着急给经济止损，就想拿"弃台"当筹码，让中方减免债务。美国财长贝森特甚 至提议，用"弃台"换中国大陆免去部分美债。其实早在2015年，奥巴马当总统时，就有人提出过类似想 法。现在旧事重提，也暴露了美国一直把台湾当成战略棋子的真实想法。 美国（资料图） 据中国青年报报道，外交部发言人郭嘉昆重申，对美国关税战，中方不愿打也不怕打。这番表态背后， 是中美贸易博弈与台海局势交织的复杂局面。 2025年3月，美国突然在全球推行"对等关税"，对中国关税税率飙升至145%。美国想靠这招实现"贸易 再平衡"，巩固自己在全球贸易的老大地位。可现实狠狠打了美国一巴掌。美国国债早就超过36万亿， 每年光还利息就得花1.1万亿。财政一年收入才4.9万亿美元，支出却高达6.75万亿，债务每年以1.8 - 2.7 万亿美元的速度增加。 特朗普（资料图） 加征关税这招不仅没达到目的，反而把美国经济拖进泥潭。美国金融市场股、债、汇全下跌，农业、高 科技、汽车这些产业，供应链出问题，产品也卖不动。国内老百姓怨声载道，连英国、日本 ...

Core Viewpoint - The ongoing trade war between the US and China is pushing economic relations to the brink, with claims of 70,000 American companies withdrawing from the Chinese market being more of a self-destructive threat than a viable option [1][3]. Group 1: Impact on American Companies - Over 70,000 American companies currently operate in China, with cumulative investments exceeding $1.2 trillion and annual sales surpassing $600 billion, indicating a significant economic stake in the region [1]. - The average profit margin for these companies is nearly 9%, which is difficult to replicate in other major markets, highlighting the unique advantages of operating in China [1]. - Companies like Tesla and Apple have deeply integrated their operations in China, relying on local supply chains and manufacturing efficiencies that are critical to their global profitability [3][5]. Group 2: Economic Consequences of Withdrawal - A mass withdrawal of American companies from China would not only result in a loss of $600 billion in annual sales for the Chinese market but also lead to significant job losses, estimated at around 4 million [8]. - The potential economic fallout for the US includes capital flight, manufacturing decline, stock market volatility, job losses, and increased fiscal deficits, which would be detrimental to the American economy [8]. - The narrative of "decoupling" and "disconnection" is seen as a self-inflicted wound for the US, as it would exacerbate inflation and increase costs for American businesses [6][8]. Group 3: Strategic Considerations - The trade war is viewed as a necessary response from China, which must counteract US tariffs and protect its economic interests through strategic measures such as export controls and tariffs on American products [5]. - The relationship between the US and China is characterized by interdependence, where both economies benefit from collaboration rather than confrontation, suggesting that a trade war would ultimately harm both sides [8]. - China's strong domestic market, resilient supply chains, and policy tools position it well to withstand external pressures, indicating that any forced withdrawal of American companies would disrupt not only the Chinese economy but also the global economic landscape [8].

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].