来源：央视新闻客户端 7月7日，外交部发言人毛宁主持例行记者会。有记者提问，金砖国家峰会将于今天闭幕，昨天美 国总统特朗普批评金砖国家推行反美政策，并威胁对其成员国加征10%的新关税，请问中方对此 有何评论？ 毛宁表示，金砖机制是新兴市场和发展中国家合作的重要平台，倡导开放包容、合作共赢，不搞 阵营对抗，不针对任何国家。 关于加征关税，中方已经多次阐明了立场，贸易战、关税战没有赢家，保护主义没有出路。 ...

Core Viewpoint - The BRICS mechanism serves as an important platform for cooperation among emerging markets and developing countries, promoting openness, inclusivity, and win-win cooperation without engaging in camp confrontation or targeting any specific country [1]. Group 1 - The BRICS summit is highlighted as a significant event for emerging markets and developing countries [1]. - The Chinese government emphasizes that there are no winners in trade wars and tariff battles, advocating against protectionism [2].

Core Viewpoint - The BRICS mechanism serves as an important platform for cooperation among emerging markets and developing countries, promoting openness, inclusivity, and win-win cooperation, while rejecting camp confrontation and targeting any specific country [1]. Group 1 - The BRICS summit is highlighted as a significant event for emerging markets and developing countries [1]. - The Chinese government emphasizes that there are no winners in trade wars and tariff battles, and that protectionism is not a viable solution [1].

Group 1 - The core viewpoint of the article highlights criticism from former President Trump regarding the BRICS nations' "anti-American policies," with a response from China emphasizing the importance of the BRICS mechanism as a platform for cooperation among emerging markets and developing countries [1] - China's Foreign Ministry spokesperson, Mao Ning, stated that the BRICS mechanism advocates for openness, inclusivity, and win-win cooperation, rejecting camp confrontation and targeting any specific country [1] - Mao Ning reiterated China's stance on tariffs, asserting that trade wars and tariff battles yield no winners and that protectionism is not a viable solution [1]

金十数据7月7日讯，外交部发言人毛宁主持例行记者会。外交部发言人毛宁表示，金砖机制是国际上的 积极力量，金砖合作是开放包容的，不针对任何国家。"至于关税，我们一贯反对搞关税战、贸易战， 反对以关税作为胁迫施压的工具。肆意地加征关税，不符合任何一方的利益。"毛宁说。 （北京青年 报） 特朗普称要对与金砖国家加征10%关税 中方回应 ...

Group 1: Trade Relations - China has not imported any U.S. oil for three consecutive months (March, April, May), marking the longest period since 2018 without purchases [1][6] - This cessation of oil imports is seen as a significant blow to U.S. oil companies, which are already facing fierce competition in global markets [6] - The U.S. had hoped to leverage tariffs to gain concessions from other countries, but the strategy has backfired, damaging its international trade image and negatively impacting domestic industries [3][10] Group 2: Diplomatic Stance - China's Foreign Affairs Minister emphasized the country's commitment to peace while also asserting that it will not renounce the use of force for national unification, signaling a firm stance on sovereignty issues [4][10] - The U.S. is exhibiting contradictory behavior, aiming for military deterrence while simultaneously expressing a desire to avoid direct conflict with China due to its own industrial shortcomings [7][10] - Recent reports indicate a potential thaw in U.S.-China trade relations, with the U.S. planning to lift some export restrictions on products like chip design software and aircraft engines [7][8] Group 3: Future Outlook - The evolving dynamics between the two largest economies in the world will significantly impact global peace and stability, with the potential for either cooperation or increased confrontation [10] - The historical inconsistency of U.S. export policies towards China raises concerns about future relations, suggesting that any current easing of restrictions may be temporary and driven by negotiation tactics [8][10]

根据美国媒体报道，美国在发动关税战的时候，已经要对台岛的半导体产业动手，实际上如今看来，台 岛跪了也没有用，因为在台岛承诺向美国投资上千亿美元的时候，美国还是要对台岛的芯片加征一致的 关税，为此已经让外界看到了美国的险恶意图。台岛芯片巨头两次承诺向美国进行投资，包括建造多座 芯片工厂，以及研发中心，并且已经有相关的芯片工厂的建造，但是还是无法阻止美国对于芯片产品加 征关税的政策，如今的美国特朗普政府已经是采取了咄咄逼人的态势。 烽火前站分析认为，实际上美国是要彻底让台岛放弃高端芯片的生产，为此要通过关税的方式来施加压 力，美国非常清楚芯片产业的作用。如今美国在高科技领域还有一定的竞争力，为了维持仅有的优势， 美国要垄断芯片的供应链，为此就有了如今的动作。实际上美国在芯片领域的动作，是在为美国的整体 战略服务，对此是要引起警惕的。在美国要对台岛的芯片产品动手的时候，台岛的玻璃心会碎了一地， 因为之前的投名状已经没有了作用。 THERMOFLE 0 4 0 美国在芯片产业实际上是有未雨绸缪，美国之前就迫使台岛芯片巨头在美国开设工厂，并且是要求相关 工厂生产最先进的芯片产品，对于芯片的作用，美国一点都不遮掩，宣称会 ...

Core Viewpoint - The Purchasing Managers' Index (PMI) serves as a critical indicator of economic performance, with China's PMI showing signs of recovery in June 2025, indicating a potential economic rebound despite ongoing external pressures [1][2][9]. Group 1: PMI Overview - In June 2025, China's manufacturing PMI was reported at 49.7%, a slight increase from 49.5% in May, indicating continued improvement in manufacturing sentiment [2][5]. - A PMI above 50% indicates economic expansion, while below 50% indicates contraction. The new orders index rose to 50.2%, entering expansion territory, which suggests a recovery in market demand [2][9]. - The PMI is a leading indicator that reflects economic trends 1-3 months in advance, making it a vital tool for monitoring economic dynamics [2][5]. Group 2: Sector Performance - Large enterprises showed a PMI of 51.2%, indicating robust performance, while medium and small enterprises had PMIs of 48.6% and 47.3%, respectively, indicating challenges in these segments [6][9]. - Key components of the manufacturing PMI, including production index (51.0%) and new orders index (50.2%), were above the critical point, signaling increased production activity and improved market demand [6][9]. - The raw material inventory index was at 48.0%, indicating a continued reduction in inventory levels, which may affect future production capabilities [6][9]. Group 3: Economic Policy Impact - The increase in new orders and overall PMI suggests that China's economic stimulus policies are beginning to take effect, helping to mitigate the impact of external trade pressures [9]. - The People's Bank of China indicated a commitment to maintaining a moderately loose monetary policy to support high-quality economic development and facilitate a sustained economic recovery [9].

另外，美国还放宽了光刻机、核材料等出口管制，多家中企被移出实体清单。 而相对应的，是美国对于其他国家在关税上的步步紧逼，特朗普甚至扬言，将不再谈判，直接给各国设 立对等关税税率。 特朗普的变化，真是判若两人。 特朗普，面对中国，从咄咄逼人到眼神清澈，从嘴炮连天到谨言慎行，一场关税战，让他变 得务实起来 最近，在贸易和关税上，特朗普政府对中方越来越务实。 这几天，美国解禁了对华的芯片设计软件、解除了乙烷的出口限制、解除了大飞机的关键零部件出口禁 令。 现在的他，面对中方，不再是那个咄咄逼人"美国国王"，而是一个务实成熟的政治人物。 而面对他的西方盟友和其他国家，他还是那个说一不二、话不投机就掀桌的王。 回顾贸易战和关税战的历史，我们大概就能体会特朗普的心路历程：他认清现实了。 那么，问题来了，当初，特朗普为什么非要义无反顾地打这场关税战呢？ 主要原因，还是要追溯到2018年那场贸易战。 当时，特朗普在访华后不久，在中美局势平缓的氛围下，突然向我们发起了一场（偷袭性的）贸易战。 可以说，那次我们相当地猝不及防，经济深受影响，为了缓解压力，不得不和美国开始了艰苦的谈判。 根据协议，美国暂停对上千亿美元中国商品加征新 ...

Group 1 - The core point of the article is the unexpected concessions made by the U.S. towards China on July 3, which included lifting restrictions on key components for the C919 aircraft, chip design software, and ethane exports [2][3][27] - The concessions were a response to China's strategic control over rare earth exports, which significantly impacted U.S. industries, particularly the automotive sector [9][12][21] - The U.S. automotive giants, such as General Motors and Ford, expressed urgent concerns over the potential halt in production due to rare earth material shortages, prompting the need for negotiations with China [12][27] Group 2 - Trump's rationale for the concessions was based on the claim that China had not adhered to the Geneva tariff agreement, although this was disputed as China had complied except for rare earth export controls [5][7] - The negotiations led to a mutual understanding where China agreed to relax controls on civilian rare earth exports in exchange for the U.S. lifting its non-tariff export restrictions [7][14] - The article highlights that while the U.S. made concessions, China also benefited as it had already made significant progress in self-research and development of technologies related to the lifted restrictions [17][19][29] Group 3 - The article emphasizes that the U.S. is facing challenges in establishing a new rare earth processing supply chain due to China's dominance in low-cost processing technology, which could take years to replicate [24][26] - The concessions made by the U.S. are seen as a strategic move to alleviate immediate pressures, including debt repayment and maintaining alliances, while the long-term benefits for China are expected to outweigh those for the U.S. [15][27][29] - The overall conclusion suggests that the mutual concessions may lead to a more favorable position for China in the technology sector, as it continues to advance its capabilities regardless of U.S. restrictions [19][29]