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特朗普关税冲击美国货运量,评级机构下调美国港口展望至“负面”
Di Yi Cai Jing· 2025-04-27 09:06
Group 1 - Moody's predicts a decline in U.S. freight volume between 7% and 12% by 2025, downgrading the outlook for U.S. ports from "stable" to "negative" [1][3] - The World Trade Organization (WTO) forecasts a significant drop in North American exports by 12.6% and imports by 9.6% due to recent tariff and trade policy uncertainties [1] - The CEO of the Port of Long Beach, Mario Cordero, anticipates a 44% decrease in the number of vessels arriving during the week of May 4-10 compared to the same period last year [3] Group 2 - The Los Angeles County Economic Development Corporation reports that the region could lose approximately $500 billion in revenue and threaten 2 million jobs due to U.S. tariff policies [5] - Drewry, a global shipping analysis firm, expects a 1% decline in global container shipping volume, marking only the third occurrence of such a decline since 1979 [6][8] - Shipping expert John McCown predicts that U.S. freight volume growth will be significantly lower in 2025 compared to 2024, with a potential double-digit decline if current tariffs persist [8] Group 3 - Moody's emphasizes that the impact of tariffs will become more pronounced after May, affecting import costs and reducing import volumes [10][11] - The International Monetary Fund (IMF) projects a decrease in U.S. economic growth to 1.8% in 2025, which could further weaken trade volumes [11] - Despite a significant reduction in freight volume, trans-Pacific freight rates have remained stable due to a high number of empty vessels sailing [12]
最高法发文规范涉企案件审判执行工作
Di Yi Cai Jing· 2025-04-27 08:04
Core Viewpoint - The Supreme People's Court has issued a notification emphasizing the prevention of illegal extraterritorial law enforcement and profit-driven judicial practices, addressing local protectionism in handling enterprise-related cases [1][4]. Group 1: Legal Framework and Guidelines - The notification mandates the strict implementation of the case registration system, ensuring the protection of parties' litigation rights and prohibiting delays or selective case registrations [2][5]. - It emphasizes the principle of legal jurisdiction, prohibiting the expansion of jurisdiction for profit-driven purposes and ensuring that civil cases are not dismissed under criminal pretenses [2][4]. - The notification highlights the need to distinguish between economic disputes and criminal offenses, reinforcing legal principles such as equality before the law and the presumption of innocence [5][6]. Group 2: Addressing Local Protectionism - The issue of local protectionism in the judiciary is underscored, with calls for reforms to ensure the uniform application of national laws and to mitigate the influence of local interests [4][6]. - The notification reiterates the importance of preventing the artificial creation of extraterritorial jurisdiction and the expansion of jurisdiction based on local interests [4][5]. - Legal experts have pointed out that the misuse of jurisdiction is often linked to local protectionism, particularly in cases involving online and economic crimes [2][3]. Group 3: Enforcement Measures - The notification specifies the need for precise application of asset seizure and freezing measures, ensuring that such actions do not unduly impact normal business operations [6]. - It calls for the differentiation between illegal gains and legitimate assets, prohibiting the seizure of unrelated properties [6]. - The notification also emphasizes the need for fair judicial review of administrative cases involving enterprises, aiming to rectify issues such as arbitrary fines and inspections [6].
特朗普全面关税政策,谁要为“美国优先”买单,绝不是中国?
Sou Hu Cai Jing· 2025-04-27 04:23
120年前的美国总统威廉·麦金利,曾经说过一段话"我们成了世界第一大农业国;我们成了世界第一大矿产国;我们也成了世界第一大工业生产国。这一 切都缘于我们坚持了几十年的关税保护制度"。特朗普对此深信不疑,但是现在的美国还是以前的美国吗?重新拾起贸易保护主义,还能收获辉煌吗? 虽然大家都说美国拥有着经济霸权和美元霸权,实质上实现了对于全球其他国家的统一征税。但毕竟那种征税方式是一种隐形征税,而现在特朗普迫不及 待的将其显性化了!之前特朗普就放出风声,将在星期三4月2日宣布大消息。现在看来,这已经将贸易战做到了极致,可以说就是投下两枚关税核弹: 1.美将对所有国家进口商品征收10%的"基准关税",在4月5日凌晨0时01分即刻生效,只有加拿大等少数北美贸易区国家能豁免,但是特定商品仍然要征收 特定的税率,例如汽车及其配件仍然要缴纳25%的关税。 2.美国将对其贸易逆差最大的10个国家和地区,实施所谓的对等关税。这个对等标准是美国单方面制定的。其中,对泰国实施36%的关税,是最多的,泰 国也是与美国贸易逆差最显著的国家之一。之后就是对我国34%的对等关税,这个大家都能预料到。对印尼也实施了32%的关税。 但是谁能想到, ...
G20会议闭幕,美国让位自由贸易盟主
日经中文网· 2025-04-27 03:19
闭幕后举行记者会的 在2月于南非开普敦召开的上次会议上,虽然没有发表联合声明,但发布了主席总结,针对美国 关税称"重申了抵制保护主义的承诺"。而此次没有发表这样的总结。 主席国南非(4月24日,华盛顿) 在华盛顿举行的G20财长和央行行长会议在未发布"主席总结"的情况下闭幕。本应一直高举自由 贸易旗帜的美国挥舞起高关税大棒,转变为遭受各国批评的一方。不过,也有意见认为:在没有 美国的"G19"中,国际社会维持和重建相互信任存在困难…… 在美国首都华盛顿召开的二十国集团(G20)财长和央行行长会议于4月24日在未发布"主席总 结"的情况下闭幕。本应一直高举自由贸易旗帜的美国挥舞起高关税大棒,转变为遭受各国批评的 一方。超级大国已经主动让位国际合作的盟主宝座。全世界正在摸索着寻找新的平衡。 "这对美国国内外的经济增长都会造成损害",法国经济和财政部长勒梅尔指出。 "贸易的不确定性已成为世界经济的强烈逆风",加拿大财政部长尚帕涅这样说。 出席G20财长会议的各国部长们,在相关活动等场合也接二连三的批评了美国的单方面关税政 策。 会议主席国南非的央行行长康亚戈在闭幕后的记者会上称:"由于报复性关税大战,对话可能无法 ...
多个全球南方国家批评美国关税政策,呼吁加强合作共同应对
news flash· 2025-04-27 03:15
美国对多国频繁挥舞关税"大棒",多个全球南方国家政要和专家表示,美保护主义政策对发展中国家经 济尤为不利,全球南方应加强合作,共同应对。 孟加拉国中央银行董事会成员蒂图米尔称,美方政策是在开历史倒车,将对全球贸易体系造成严重负面 影响,发展中国家应加强合作,团结应对挑战。坦桑尼亚达累斯萨拉姆大学学者莫希指出,美国贸易保 护主义政策正冲击全球经济平衡,加强南南合作将有助于新兴经济体缓解这一冲击。《区域全面经济伙 伴关系协定》、东盟合作、金砖国家等多边机制,正不断拓展国际贸易网络,为南方国家合作开辟了新 空间。(央视新闻) ...
防止司法地方保护主义,最高法:严禁对涉企案件扩张管辖
Nan Fang Du Shi Bao· 2025-04-27 03:01
Group 1 - The Supreme People's Court issued a notification to prevent and correct local protectionism in the enforcement of enterprise-related cases [1][2] - The notification emphasizes the principle of legal jurisdiction, stating that jurisdiction should be expanded only in exceptional cases and prohibits the creation of artificial cross-regional jurisdiction [1][2] - It is mandated to strictly distinguish between economic disputes and criminal offenses, ensuring that economic disputes are not treated as crimes [1][2] Group 2 - The notification aims to ensure fair handling of enterprise-related administrative cases and to promote standardized and fair administrative law enforcement [2] - It calls for increased judicial review of key areas such as market access, administrative licensing, and administrative penalties, addressing issues like arbitrary fees and fines [2] - The notification emphasizes the need for uniform legal application standards and promotes the correction of excessive penalties and improper administrative actions [2]
中国只用了4个字,就把美国政府给镇住了,美总统突遭众人起诉!
Sou Hu Cai Jing· 2025-04-27 02:52
Group 1 - China's stance on tariff negotiations with the US is clear: open to dialogue but prepared for confrontation if necessary, emphasizing that trade wars have no winners and protectionism is not a solution [1][7] - The retaliatory tariff rate from China has surged to 125%, leading to a complete drop in the market share of US agricultural products like soybeans and corn in China [3] - The trade war has escalated to affect ordinary consumers in the US, causing panic buying and concerns over rising prices, reflecting a broader psychological fear among the public [5][7] Group 2 - Several US companies have filed lawsuits claiming that Trump's tariffs are illegal under the International Emergency Economic Powers Act, arguing that the conditions for such tariffs have not been met [7] - The ongoing trade conflict is seen as a significant challenge for the global economy, with China advocating for dialogue and mutual benefit while being prepared for any challenges [7] - The situation highlights the need for the US to abandon Cold War mentality and approach China's development with a rational attitude, as the outcome of this economic confrontation will depend on this shift [7]
鲍威尔激情演讲不屈“政治压力”,IMF会议气氛微妙
Sou Hu Cai Jing· 2025-04-27 02:15
2025年4月24日~25日,国际货币基金组织(以下简称基金组织)在美国华盛顿特区召开第51届国际货 币与金融委员会(IMFC)会议,会议讨论了全球经济金融形势、基金组织工作等议题。 鲍威尔激情讲话强调独立性,欧洲央行力挺 4月26日,据海外媒体报道,鲍威尔周五在IMFC会议上强调,央行必须远离政治干预,以确保它们能专 注于维持通胀稳定和就业率高企。鲍威尔言论引发与会者多轮掌声,随后他的同行们也发表了同样充满 激情的讲话。 鲍威尔称:"我们绝不会受到任何政治压力的影响",他在同一场合还补充道,"人们想说什么就说什 么。没关系。这不是问题。但我们会严格按照自己的方式行事,而不考虑政治或任何其他无关因素。" 特朗普近期多次公开表达了对鲍威尔的不满,并多次施压要求美联储降息。但鲍威尔一直强调央行独立 性的重要性,并表示美联储在制定政策时不会考虑政治因素。在上周的发言中,鲍威尔指出他和他的同 事只有在"有正当理由"的情况下才可被罢免。他强调,美联储的独立性"在华盛顿,在国会,得到了广 泛理解和支持。" 欧洲央行行长拉加德也表示支持美联储主席鲍威尔,称鲍威尔正在"尽其所能地履行美联储主席的职 责"。她在《华盛顿邮报》的 ...
全球南方国家批评美关税政策漠视发展中国家权益 要团结应对挑战
Yang Shi Wang· 2025-04-27 02:07
央视网消息:美国近来对多国频繁挥舞关税"大棒",引发全球贸易秩序紊乱,严重破坏多边贸易体制。多个全球南方国家政要和专家表 示,美保护主义政策对发展中国家经济尤为不利,损害各国特别是全球南方国家的发展权益,全球南方应加强合作,共同应对美贸易保护主义 举措带来的全球挑战。 美国政府出于一己之私,将关税作为极限施压、谋取私利的武器,令世界经济、全球市场和多边贸易体制受到严重冲击,对发展中国家经 济和相关产业造成负面影响。 科特迪瓦经济学者亚历克西斯·比赫表示,美国政府关税政策不仅暴露其贸易政策反复无常,更凸显其对发展中国家经济权益的系统性漠 视。 南非约翰内斯堡大学高级研究员布萨尼·恩格卡韦尼指出,美国关税政策试图把美国国内危机转嫁给脆弱经济体,全球南方国家对此必须 警惕。美国关税政策的真正作用是利用美国在全球生产和供应网络方面的霸权来约束全球资本,破坏全球价值链。对于发展中经济体,尤其是 非洲国家,这种保护主义将影响其产业转型的进程。 多国人士认为,中长期来看,美国贸易霸凌政策可能促使发展中国家重新调整出口市场与战略合作方向,全球南方国家应加强合作,团结 应对风险挑战。 巴西总统卢拉日前在洪都拉斯举行的拉美和加勒 ...
全球南方国家批评美国政府滥施关税漠视发展中国家权益 扰乱全球贸易秩序
Yang Guang Wang· 2025-04-27 01:46
此外,美国政府滥施关税也在美国内持续引发反对。在关税大幅增加的情况下,相关比价平台介 绍,该平台监测了930款自4月9日开始涨价的亚马逊商品,平均涨价幅度达到29%,涵盖服装、家居用 品、电子产品和玩具等多个类别。多个电商平台公告称,由于"近期全球贸易规则及关税变动"导致运营 成本上升,从4月25日开始实施价格调整。美国经济学家、哥伦比亚大学可持续发展中心主任杰弗里·萨 克斯称,美国的单边主义政策正在严重影响全球和平与发展。 科特迪瓦经济学者亚历克西斯·比赫称,美国政府关税政策不仅暴露其贸易政策反复无常,更凸显 其对发展中国家经济权益的系统性漠视。 乌兹别克斯坦政治观察家哈利洛夫表示,美国关税战削弱了国际社会对全球经济合作的信心,对发 展中国家影响巨大,加剧全球经济的不平衡不稳定。 央广网北京4月27日消息 据中央广播电视总台中国之声《新闻和报纸摘要》报道,美国政府滥施关 税,引发全球贸易秩序紊乱,严重破坏多边贸易体制。多个全球南方国家政要和专家表示,美保护主义 政策对发展中国家经济尤为不利,损害各国特别是全球南方国家的发展权益,全球南方应加强合作,共 同应对美贸易保护主义举措带来的全球挑战。 孟加拉国中央银 ...