日本经济再生担当大臣赤泽亮正29日表示，就日美关税谈判问题，他至少还需要访美一次进行磋商。 日本第一生命经济研究所首席经济分析师熊野英生认为，由于美国政策多变，日美关税谈判仍然存在极大不确定性，但美国关税对日本经济的负面影响已 逐步显现。 综合 央视新闻、央广网 来源：杭州日报 据日本财务省公布数据显示，7月日本对美汽车出口额同比下降28.4%至4220亿日元，出口量同比减少3.2%至12.35万辆。熊野英生表示，车企出口量减 少，可能加剧日本的失业和消费低迷问题。 日本第一生命经济研究所 首席经济分析师 熊野英生：日本全国各地有多个汽车产业聚集地，部分地区已经公布了裁员计划。那么在这些地区雇佣减少， 就会导致消费减少。这种连锁反应将会对当地经济产生冲击。 由于日美贸易协议有关将输美汽车及汽车零部件关税下调至15%的内容尚未实施，目前日本输美汽车仍面临高达27.5%的关税。熊野英生表示，当下的高 关税给日本出口企业带来了很大压力。 日本第一生命经济研究所首席经济分析师 熊野英生：日本企业依旧面临沉重的关税压力，不得不将关税成本大幅转移至售价上，必然会抑制在美国市场 的销售量。 ...

Group 1: Currency Impact - The Indian Rupee has depreciated significantly, reaching a historical low of 88.3125 against the US dollar, with a daily drop of 0.8% [1][2] - The depreciation is attributed to concerns over a 50% tariff imposed by the US, which is expected to negatively impact India's economic growth and corporate earnings [2][3] - The financial officer of Finrex treasury Advisors LLP indicated that the currency is under pressure due to tariff concerns, capital outflows, fixed dollar pricing, and month-end demand [2] Group 2: Economic Forecast - Citigroup estimates that the tariffs could reduce India's annual economic growth rate by 0.6-0.8 percentage points [2] - The Indian government anticipates that the US tariffs will impact exports valued at $48.2 billion [3] - The macroeconomic consulting firm Capital Economics predicts a decline in India's economic growth by 0.8 percentage points for both this year and next year due to the tariffs [3] Group 3: Trade Relations - The US has officially implemented a 25% punitive tariff on Indian goods, which, combined with existing tariffs, results in a total tariff rate of 50% on various products [2][3] - The cancellation of a US trade delegation's visit to India has delayed negotiations for a new bilateral trade agreement [4] - Japan's economic minister canceled a planned visit to the US for tariff negotiations, indicating ongoing uncertainties in international trade discussions [5][6]

Core Viewpoint - The Indian Rupee has depreciated significantly against the US Dollar, reaching a historical low due to concerns over tariffs and capital outflows, making it the worst-performing currency in Asia this year [1][2]. Group 1: Currency Depreciation - On August 29, the Indian Rupee fell by 0.8% to 88.3125 against the US Dollar, marking a historical low [1][2]. - The depreciation is attributed to fears regarding a 50% tariff imposed by the US, which is expected to negatively impact India's economic growth and corporate earnings [2][3]. Group 2: Economic Impact - Citigroup estimates that the tariffs could reduce India's annual economic growth rate by 0.6-0.8 percentage points [2]. - The Indian government anticipates that the tariffs will affect exports worth $48.2 billion [4]. - The tariffs consist of a 25% punitive tariff on goods due to India's import of Russian oil, combined with an existing 25% tariff on various products, leading to a total tariff rate of 50% on items such as clothing, jewelry, and chemicals [2][4]. Group 3: Trade Relations - The US-India trade negotiations have been delayed due to the cancellation of a US trade delegation's visit to India, which was scheduled for late August [5]. - The US Treasury Secretary has indicated that trade agreements with India and other partners are still pending, with hopes to finalize negotiations by the end of October [5]. Group 4: Sector-Specific Concerns - Analysts warn that the 50% tariffs could severely impact small businesses in India, particularly in textiles, seafood, and jewelry, with reports of order cancellations from the US [3][4]. - The potential for large-scale unemployment in key export regions of India is a significant concern, as the country may lose its position in global value chains [4].

有关减少主要由于以下因素的综合影响：i.由于全球汽车行业正面临波动的贸易环境（尤其受美国贸易 关税影响），2025年上半年集团收入较2024年上半年减少约5.4%；ii.信邦录得毛利下降，由2024年上半 年约人民币614.8百万元降至2025年上半年约人民币486.0百万元，如上所述，2025年毛利率受到员工成 本增加、物流费用支出及经营效率一定程度下降的影响；iii.由于2025年上半年录得汇兑收益，其他收 入及收益有所增加；及iv.2025年上半年并未产生中国分红预扣税，导致2025年上半年实际税率较2024年 上半年有所下降。2024年上半年，集团一间中国全资附属公司向其股东派付股息，因此支付人民币20.0 百万元分红预扣税，而2025年同期并无作出该等股息派付。 格隆汇8月28日丨信邦控股(01571.HK)公告，2025年上半年，公司的收入较2024年上半年减少约人民币 89.2百万元或约5.4%至约人民币1,557.2百万元。报告期间，公司拥有人应占溢利由2024年上半年约人民 币322.2百万元减少约25.0%，至2025年上半年约人民币241.7百万元。 ...

Core Viewpoint - The article discusses the impact of the U.S. imposing a 25% punitive tariff on Indian goods due to India's import of Russian oil, resulting in a cumulative tariff rate of 50% on Indian products. India shows no intention of compromising and has implemented policies to support farmers and small businesses affected by these tariffs [3][5]. Group 1: U.S.-India Trade Relations - The U.S. has officially implemented a 25% punitive tariff on Indian goods, leading to a total tariff rate of 50% [3][5]. - India has not shown willingness to compromise, with the government announcing measures to assist farmers and small businesses [3][9]. - U.S. officials have pressured India to stop purchasing Russian oil, suggesting that compliance could lead to a reduction in tariffs [5][6]. Group 2: Economic Impact - The additional tariffs are expected to decrease India's export volume by 20% to 30% [9]. - The tariffs are projected to reduce India's economic growth by 0.8 percentage points for both this year and the next [9]. - The Indian government estimates that the tariffs will impact exports worth $48.2 billion [9]. Group 3: Negotiation Status - Five rounds of trade negotiations have occurred without reaching an agreement, and a planned round of talks has been postponed [7]. - Indian officials had previously been optimistic about a lower tariff rate but are now facing significantly higher rates compared to neighboring countries [7][9]. - The Indian government is encouraging exporters to diversify markets, targeting nearly 50 countries for growth in sectors like textiles and seafood [9].

Core Points - The EU has not reached an agreement with the US to eliminate tariffs on European wine, maintaining a 15% tariff that impacts both European wine producers and the US beverage and restaurant industries [2][3][8] - The EU's efforts to negotiate tariff exemptions for alcoholic beverages have been deprioritized in favor of agreements in other sectors like automobiles and pharmaceuticals [3][5] - The French wine industry, as the largest exporter, is particularly affected, with exports to the US projected to reach €3.8 billion in 2024, making the US a crucial market for European wine [5][9] Group 1 - The 15% tariff has led to reduced revenues, halted investments, and decreased export volumes for European wine producers, raising concerns about their competitiveness in the US market [7][11] - The EU Commission remains hopeful for a compromise, with ongoing negotiations indicating that the door for tariff exemptions is not permanently closed [7][12] - The US beverage industry, including distributors and restaurants, is also feeling the pressure from increased prices of imported European wines, which could harm thousands of businesses across the country [9][11] Group 2 - In contrast to the wine industry, natural cork products have received tariff exemptions, which is seen as a significant relief for the cork industry and may indicate potential for future wine tariff negotiations [12][15] - The Portuguese Cork Association expressed satisfaction with the tariff exemption, highlighting its importance for maintaining competitiveness in the US market [13][15] - The exemption for cork products aims to stabilize costs for US wine and spirit producers, reflecting a long-standing collaboration between cork producers and American wineries [15]

Market Overview - Global stock markets showed mixed performance as investors sought direction in a complex market environment [1][2] - The US dollar index declined for the third consecutive day, while short-term US Treasury yields rose [1][2] - Oil prices fell, and spot gold reached $3400 per ounce, up 0.08% [1][2] Company Performance - Nvidia's stock dropped approximately 2% in pre-market trading despite a positive second-quarter revenue report, attributed to weak data center performance [1][2] - Snowflake's stock surged about 14% following a strong second-quarter earnings report and an upward revision of its full-year guidance [1][2] - Chinese stocks faced declines, with JD.com and Xpeng Motors both down around 4% [1][2] Regional Indices - European indices opened positively, with the Euro Stoxx 50 up 0.3%, DAX up 0.4%, FTSE 100 up 0.1%, and CAC 40 up 0.4% [1][3] - The Nikkei 225 index closed up 0.7%, while the Korean Kospi index rose 0.28% after the Bank of Korea maintained its policy rate [1][3] Economic Indicators - The Indian Nifty 50 index fell 0.59%, influenced by the US's announcement of a 50% tariff on Indian goods [3] - The Bank of Korea's decision to hold rates steady was seen as a positive market reaction despite trade uncertainties [3]

Group 1 - The Asia-Pacific stock markets showed mixed results, with Japanese and South Korean markets rising, supported by the Bank of Korea's decision to maintain interest rates [1][2] - The Bank of Korea kept the policy rate at 2.5%, aligning with market expectations, which positively impacted the Kospi index, rising by 0.28% [2] - The Indian Nifty 50 index opened down by 0.59% due to the announcement of a 50% tariff on Indian goods by the U.S. Department of Homeland Security [2] Group 2 - Nvidia reported better-than-expected earnings and revenue, with sales growth projected to remain above 50%, although its data center business revenue fell short for the second consecutive quarter [4] - The sentiment among tech investors remains focused on "buying the dip," despite Nvidia's stock experiencing a decline in after-hours trading [4] - Asian chip stocks are under scrutiny following Nvidia's mixed performance, indicating potential volatility in the sector [4] Group 3 - The Nikkei 225 index closed up 0.7% at 42828.79 points, while the Korean Seoul index rose 0.3% to 3196.32 points [6] - U.S. stock indices closed higher, with the Dow Jones Industrial Average, S&P 500, and Nasdaq Composite rising by 0.32%, 0.24%, and 0.21% respectively [7]

Group 1 - The United States has officially imposed a 50% tariff on products imported from India, severely impacting industries such as leather and diamond processing [1][3] - Many American clients have begun canceling orders, leading to factory shutdowns in Kanpur, a major leather processing center in India, which heavily relies on the U.S. market [3][9] - The diamond processing industry is also affected, with the U.S. accounting for one-third of India's annual gem and jewelry exports, amounting to approximately $9 billion [5][7] Group 2 - Over 80% of raw diamonds are cut and polished in Surat, Gujarat, India, and the new tariffs exacerbate an already sluggish diamond export business, prompting factories to reduce raw diamond purchases and cut inventory [7][9] - The Indian Export Organization has indicated that the higher tariffs will put about 55% of products exported to the U.S. at a "price disadvantage," particularly affecting labor-intensive sectors like leather, chemicals, and handicrafts, leading to significant job losses [9]

Core Points - The United States has officially imposed a 50% tariff on Indian goods, effective from August 27, 2023, which is expected to significantly impact India's economy and trade relations with the U.S. [1][2] - The tariff is projected to reduce India's annual economic growth rate by 0.6 to 0.8 percentage points, according to Citigroup [6][7]. - Indian exporters have warned of a potential 20% to 30% decline in exports to the U.S. starting in September [4]. Group 1: Tariff Implementation - The 50% tariff applies to all Indian goods imported for consumption or storage, with limited exemptions for goods already in transit and humanitarian aid [2]. - The tariff was introduced following President Trump's executive order, which cited India's indirect importation of Russian oil as a reason for the increased duties [2]. - Major Indian exports affected include textiles, shrimp, and gemstones, with the U.S. accounting for approximately one-third of India's garment exports [5][3]. Group 2: Economic Impact - The Sensex 30 index in India fell over 1%, marking its worst performance in three months, as the rupee depreciated against the dollar [1][2]. - Foreign investors are reportedly accelerating their exit from the Indian market, with net sales of Indian stocks continuing for the second consecutive month in August [3]. - The overall trade volume between the U.S. and India is projected to reach $128.8 billion in 2024, with India exporting $87.3 billion worth of goods to the U.S. [3]. Group 3: Political Context - Reports indicate that Prime Minister Modi has refused multiple phone calls from President Trump, reflecting tensions over the tariff imposition and Trump's comments labeling India as a "dying economy" [8][9]. - Modi has publicly stated that he will protect the interests of Indian citizens and businesses against external pressures, emphasizing the importance of domestic manufacturing [9]. - The Indian government has expressed its discontent with the U.S. tariffs, labeling them as unfair and unacceptable, and has pledged to take necessary actions to safeguard national interests [9][10].