柬埔寨宣布与美国就关税谈判达成一致柬埔寨政府宣布，围绕对等关税的贸易协定框架，与美国讨论了联合声明并达成一致意见。关税税率等细节尚未公布。联合声明将于近期公布。🗒️特朗普4月向柬埔寨提出了49%的对等关税率。这一税率在东南亚最高。柬埔寨在服装等方面对美国的出口比例较高。如果按计划征收关税，将对就业环境等产生严重影响。外汇交易员 (@myfxtrader):特朗普宣称已经采取了宽容态度，决定施加“打折”的对等关税。随后白宫公布对多国加征对等关税的清单：中国 34%欧盟 20%越南 46%中国台湾 32%日本 24%印度 26%韩国 25%泰国 36%瑞士 31%印尼 32%马来西亚 24%柬埔寨 49%英国 10%南非 30%巴西 10%新加坡 10%以色列 17%菲律宾 17%智利 https://t.co/VFqtk3WzEj ...

Group 1 - The U.S. Ambassador to Canada, Pete Hoekstra, expressed optimism about the trade negotiations between the U.S. and Canada, believing a fair agreement will be reached soon [1] - Hoekstra highlighted that both President Trump and Canadian Prime Minister Carney are negotiating for beneficial agreements for their respective countries, aiming for a "real win-win" situation [1] - Following the suspension of trade talks by Trump, Canada announced the cancellation of its digital services tax, aiming to finalize a trade agreement by July 21 [1] Group 2 - The background of the tariff dispute includes a trade agreement between the U.S., Canada, and Mexico, signed during Trump's first term, which was later disregarded by Trump in his second term [2] - In response to the U.S. imposing a 50% import tax on steel and aluminum, Canada implemented counter-tariffs on U.S. manufactured goods worth billions, including vehicles and consumer products [2] - Canadian Prime Minister Carney chose not to retaliate when Trump raised tariffs on steel and aluminum shortly after taking office [2]

金十数据7月3日讯，德商银行外汇与大宗商品研究主管Thu Lan Nguyen指出，昨日美国政府宣布与越南 达成贸易协议。乍看之下，这似乎是美国政府的胜利，但前提是认同"通过关税抑制进口吸引力具有经 济意义"这一逻辑。对此我深表怀疑。越南向美国出口的除大量消费品外，还包括咖啡等商品。且不论 美国能否迅速提升纺织品（越南主要出口品类）的产能，仅咖啡一项就难以替代——毕竟美国本土（除 夏威夷外）根本不具备适宜咖啡种植的气候条件。因此结论显而易见：即便关税不再高得离谱，进口关 税仍可能弊大于利。更何况越南经济规模有限，缺乏足够购买力来大幅增加美国进口。美元昨日未因该 协议消息走强，也就不足为奇了。 德商银行：美越达成贸易协定 美元"无动于衷"并不足为奇 ...

Core Viewpoint - The recent trade agreement between the U.S. and Vietnam is perceived as an unequal treaty, where Vietnam opens its domestic market in exchange for a 20% base tariff reduction on its exports to the U.S., potentially leading to severe consequences for its local industries [1][3]. Group 1: Trade Agreement Implications - The agreement includes a 40% punitive tariff on "third-country transshipment goods," specifically targeting the Chinese supply chain, which could severely impact Vietnam's electronics and textile sectors [3]. - Vietnam's early disclosure of negotiation positions, particularly in agricultural market access, lacks transitional protection, risking the collapse of its agricultural system under U.S. subsidized products [3][4]. - The influx of U.S. goods at zero tariffs may provide short-term consumer benefits but will likely lead to long-term damage to Vietnam's manufacturing sector, particularly in the automotive industry where local brands hold less than 5% market share [3][5]. Group 2: Cultural and Economic Sovereignty - The U.S. demands for Vietnam to fully open its entertainment market could lead to a monopoly by American platforms like Netflix and Disney, undermining local cultural industries and altering the value perceptions of the younger generation [4]. - The agreement's "90-day grace period" serves as a political leverage tool, indicating the U.S. view of Vietnam as a battleground in the trade war with China, which may undermine Vietnam's geopolitical standing [4]. Group 3: Historical Context and Future Risks - Historical precedents show that developing countries often suffer severe consequences from unequal trade agreements, as seen in Mexico's corn industry post-NAFTA and China's WTO accession without sufficient protection [5]. - The agreement's stringent intellectual property protections and prohibition on technology transfer could permanently confine Vietnam to a low-end position in the global value chain, risking its long-term economic development [5]. - The current global shift from globalization to regionalization highlights the need for economic sovereignty, which Vietnam appears to be compromising, potentially leading to a loss of market share and development opportunities [5].

Group 1 - The core point of the article is that the United States and Vietnam have reached a trade agreement, which includes a new tariff rate of at least 20% on all Vietnamese exports to the U.S., significantly lower than the previously proposed 46% [1][4] - The agreement aims to address concerns about Vietnam's trade surplus with the U.S. and the potential circumvention of tariffs through third-country exports [2][4] - Vietnamese analysts believe that the new tariff rate is manageable for most Chinese exporters operating in Vietnam, allowing them to continue their operations without significant disruption [1][2] Group 2 - Since 2018, Vietnam's exports have nearly tripled, growing from under $50 billion to approximately $137 billion by 2024, making it a significant player in global trade [4] - The U.S. has expressed concerns over Vietnam's trade practices, particularly regarding the transshipment of Chinese goods, which has led to increased scrutiny and pressure on Vietnam [4][8] - The trade agreement is seen as a framework rather than a finalized deal, leaving some uncertainties regarding specific product tariff rates and implementation details [4][5] Group 3 - The agreement allows for the potential entry of U.S. vehicles into the Vietnamese market, although experts caution that many U.S. products may not be suitable for Vietnamese consumers due to economic disparities [5][6] - The U.S. has made demands for Vietnam to reduce its reliance on Chinese imports, which could pose challenges for the Vietnamese economy and its supply chains [7][8] - The Chinese government has expressed opposition to the U.S. unilateral trade measures, indicating potential retaliatory actions if their interests are compromised [8]

在美越谈判中，如何应对中国产品借道越南向美国"迂回出口"也是重要议题 美国总统特朗普7月2日在社交媒体上宣布，"与越南就贸易谈判达成一致"。继英国之后，越南 成为与特朗普政府签署贸易协定的第2个国家。在亚洲属于首个…… 美国总统特朗普7月2日在社交媒体上宣布，"与越南就贸易谈判达成一致"。据悉，作为美国把对等关税 的税率降至20%的交换，越南将对从美国进口的产品实行零关税。特朗普称，"越南将为美国提供完全 的市场准入"。 特朗普透露，作为应对迂回出口的措施，双方还同意对在越南组装后运往美国的产品征收40%的关税。 美国2024年对越南的货物贸易逆差约为1235亿美元。越南的部长级官员此前多次访美，与美国商务部长 卢特尼克等人进行了磋商。 日本经济新闻（中文版：日经中文网）八十岛绫平 华盛顿 版权声明：日本经济新闻社版权所有，未经授权不得转载或部分复制，违者必究。 日经中文网 https://cn.nikkei.com 继英国之后，越南成为与特朗普政府签署贸易协定的第2个国家。在亚洲属于首个。 越南方面也发布了相关消息。据悉，特朗普和越南最高领导人、越共中央总书记苏林通电话后达成了协 议。 特朗普发帖称，美国将 ...

在特朗普"关税大限"逼近之际，美印两国贸易谈判进入冲刺阶段。 据媒体7月1日报道，印度正寻求与美国在本周内达成一项临时贸易协定，以避免特朗普政府征收的高达 26%的对等关税。这将是特朗普宣布关税政策以来，美国与主要贸易伙伴达成的首批协议之一。而这一 临时协定将为全面双边贸易协定奠定基础，两国计划在秋季前完成全面协议的第一阶段内容。 "农业市场存在很大敏感性。"一位印度政府高级官员说道。印度乳制品行业雇佣超过8000万人，其中多 数为小农户，该行业在此前与欧盟的贸易谈判中也成功获得保护。 印度对外国乳制品进口的谨慎态度还涉及宗教因素。由于担心外国乳制品可能来自食用含牛肉饲料的奶 牛，这使得虔诚的印度教徒无法接受此类产品。 增加美天然气进口 双边贸易额翻倍至5000亿美元 为解决双边贸易不平衡问题，印度已同意增加从美国进口天然气，以降低贸易顺差。消息人士透露，印 度对美贸易顺差在2024-2025财年达到412亿美元。 这一谈判成果或将赶在"关税大限"之前。央视新闻指出，7月9日是美国政府暂停征收所谓"对等关税"90 天的截止期限。 印度代表团负责人Rajesh Agarwal周一已经抵达华盛顿，加速进行贸易谈判 ...

彭博：欧盟愿意与美国达成一项贸易协定，同意美国对其多种出口产品征收10%的普遍关税，但正寻求美国承诺降低药品、酒、半导体和商用飞机等关键领域的关税。 ...

欧洲央行副行长金多斯：我希望美国和欧盟能在7月9日前达成贸易协定。 ...

Group 1: Japan and US Trade Negotiations - Japanese Prime Minister Shigeru Ishiba and US President Trump failed to reach a consensus on tariff negotiations during their meeting at the G7 summit, raising concerns about Japan's economic stability and potential recession due to US tariffs [1][4][6] - Japan is seeking the complete removal of tariffs imposed by the US, particularly the 25% tariff on Japanese automobile exports, which is critical for Japan's economy [5][7] - The failure to reach an agreement may lead to questions regarding Ishiba's leadership ahead of Japan's upcoming Senate elections, as the tariffs directly impact Japan's most important exports [6][8] Group 2: EU and US Tariff Discussions - The EU has stated it is not prepared to accept the US's proposed 10% global tariff, with ongoing negotiations but no agreement reached yet [3][9] - EU officials emphasize the preference for a balanced and mutually beneficial outcome, while also preparing for all options if negotiations fail [10] - The EU is under pressure from the US's threat of increased tariffs if no agreement is reached by July 9, which could significantly impact their trade relationship valued at nearly $2 trillion [10] Group 3: India and US Trade Talks - The Indian government is seeking assurances from the US that no additional tariffs will be imposed once a bilateral trade agreement is finalized, with ongoing negotiations showing a hardening of positions from both sides [2][11] - India aims to include a clause in the agreement that allows for renegotiation or compensation if the US raises tariffs in the future, ensuring stability in trade relations [11][12] - Key issues in the negotiations include US demands for India to open its market for genetically modified crops and to eliminate tariffs on medical devices, which have led to intense discussions [11][12]