Group 1 - The Indonesian Ministry of Economy has requested the United States to implement zero tariffs on its spices, cinnamon, coffee, and aircraft parts [1]

面对特朗普新一轮关税威胁，欧盟正在双线同时发力应对。 据媒体周一报道，欧盟高官透露，已准备价值210亿欧元的对美反制关税清单，同时积极寻求与印度等 亚太国家深化贸易合作，并计划与其他受美国关税冲击的国家协调行动。 Tajani进一步透露，如果与美国达成协议被证明不可能，欧盟准备的210亿欧元关税方案还可能跟进第二 套措施。不过他表示对谈判取得进展仍有信心。 关税伤害每一个人，首先是美国。如果股市下跌，将危及美国人的养老金和储蓄。 他强调目标应该是在加拿大、美国、墨西哥和欧洲之间实现"零关税"和开放市场。 深化亚太合作，寻求贸易新出路 面对美国关税威胁，欧盟正积极向亚太地区寻求新的贸易机会。欧盟竞争事务专员Teresa Ribera周一表 示，欧盟正寻求深化与印度和其他亚太国家的贸易协议。 综合央视新闻报道，当地时间7月12日，美国总统特朗普宣布自2025年8月1日起，美国将对来自墨西哥 和欧盟的输美产品征收30%的关税。作为回应，欧盟委员会主席冯德莱恩当地时间13日表示，将把对美 国关税的反制措施暂停期延长至8月初。 意大利外长Antonio Tajani周一接受媒体采访时表示，如果双方无法达成贸易协议，欧盟 ...

官方公报称，土耳其将在7月底前对50万吨玉米进口实施零关税。 ...

Core Viewpoint - In the first half of 2023, China's goods trade showed resilience with a total import and export value of 21.79 trillion yuan, reflecting a year-on-year growth of 2.9% despite challenges in the international trade environment [1][6]. Trade Performance - China's total goods trade in the first half of the year reached 21.79 trillion yuan, with exports amounting to 13 trillion yuan (up 7.2%) and imports at 8.79 trillion yuan (down 2.7%) [1]. - In June, the trade volume reached 3.85 trillion yuan, marking a 5.2% increase year-on-year, with exports at 2.34 trillion yuan (up 7.2%) and imports at 1.51 trillion yuan (up 2.3%) [7]. Trade with Specific Regions - Trade with the European Union amounted to 2.82 trillion yuan in the first half, a 3.5% increase, averaging over 15 billion yuan daily [2]. - Trade with the United States saw a decline, with total trade value at 2.08 trillion yuan, down 9.3%, driven by a 9.9% drop in exports [8]. Private Sector Performance - Private enterprises in China recorded a total import and export value of 12.48 trillion yuan, a 7.3% increase, accounting for 57.3% of the country's foreign trade [3]. Factors Affecting Imports - The decline in import growth was attributed to uncertainties in international trade policies and a drop in commodity prices, with significant decreases in the average import prices of crude oil, iron ore, and soybeans [4]. Tariff Policies - China plans to implement zero tariffs for 53 African countries, aiming to enhance trade relations and support mutual development [5]. Market Resilience - Despite facing external uncertainties, China's foreign trade has maintained strong resilience, with a continuous operation above 10 trillion yuan for nine consecutive quarters [6][10].

泰国财政部长：考虑对更多的美国进口产品实行零关税 金十数据7月14日讯，泰国财政部长周一表示，泰国正在考虑对更多美国进口产品实行零关税。泰国财 政部长披猜在一次商业研讨会上表示，政府还准备了价值2000亿泰铢（61亿美元）的软贷款，以缓解关 税的影响。如果在8月1日之前不能达成协议，泰国将面临来自华盛顿的36%关税。 ...

泰国财政部：考虑对更多美国进口产品实行零关税。 ...

Core Viewpoint - The article discusses the implications of the recent trade agreement between the United States and Vietnam, particularly focusing on the new 40% tariff on transshipped goods and its potential impact on supply chains and trade dynamics in the region [1][4][9]. Summary by Sections Understanding the 40% Transshipment Tariff - The 40% tariff applies to goods that are minimally processed or merely transshipped through Vietnam before entering the U.S., which aims to enhance U.S. oversight on supply chain and origin compliance [1][4][6]. - The definition of "transshipment" is clarified as not merely transferring goods but involves changing the origin through light processing in Vietnam [5][7]. Implications of Zero Tariff for U.S. Goods - Vietnam's commitment to allow U.S. products to enter its market at zero tariffs could enable these goods to be re-exported to other RCEP countries, potentially weakening tariff barriers [9][10]. - This zero-tariff arrangement is seen as a significant structural change in trade dynamics, possibly increasing competition for Chinese products in the RCEP region [10]. Changes and Effects on Trade - The new tariff structure may lead to higher export costs and uncertainties for Chinese companies, prompting a reassessment of supply chain strategies [13][16]. - The previous practice of using Vietnam as a transshipment point to circumvent tariffs will now face a 40% tariff, significantly raising costs for those goods [13][16]. - Vietnam's foreign direct investment (FDI) reached $21.51 billion in the first half of the year, a 32.6% increase, indicating strong economic growth and investment attractiveness [7].

Core Viewpoint - The recent trade agreement between the U.S. and Vietnam introduces a 40% tariff on transshipped goods, which may significantly impact the supply chain and trade dynamics, particularly for Chinese products passing through Vietnam [1][6]. Group 1: Understanding the 40% Transshipping Tariff - The term "transshipping" refers to goods that undergo minimal processing in Vietnam before being labeled as Vietnamese origin for export to the U.S., thus incurring a higher tariff [1][4]. - The U.S. aims to strengthen its oversight on supply chains and origin rules through this tariff, which is designed to prevent circumvention of trade regulations [1][4]. - The definition of transshipped products hinges on value addition and origin, with products needing to demonstrate sufficient local content to qualify for lower tariffs [4][5]. Group 2: Implications of Zero Tariff for U.S. Products - Vietnam's commitment to allow U.S. products to enter its market at zero tariffs could enable these products to be re-exported to other RCEP countries, potentially undermining tariff barriers [6][7]. - This arrangement may inadvertently create competitive pressure on similar Chinese products within the RCEP region, affecting market dynamics [6][7]. - The U.S. is projected to import over $136 billion worth of goods from Vietnam in 2024, highlighting the significance of this trade relationship [6]. Group 3: Changes and Industry Impact - The new tariff structure may lead to increased export costs and uncertainties for Chinese companies, prompting a reassessment of supply chain strategies [7][8]. - The higher tariffs on transshipped goods could deter companies from using Vietnam as a transit point, as the cost of goods may rise significantly due to the 40% tariff [7][8]. - The evolving trade landscape suggests that companies may need to diversify their supply chains more effectively to mitigate risks associated with these new tariffs [8].

Group 1 - Indonesia is confident in reaching a "bold" trade agreement with the United States, covering key minerals, energy, defense cooperation, and market access as the deadline for tariff increases approaches [1] - The Indonesian government commits to implementing near-zero tariffs on over 1,700 goods, which accounts for nearly 70% of total U.S. imports, including electronics, machinery, chemicals, medical supplies, steel, agriculture, and automotive sectors [1] - Indonesia aims to reduce the threatened 32% tariffs by the U.S. to below the 20% rate recently granted to Vietnam, as the U.S. is Indonesia's second-largest export market after China [1] Group 2 - The agreement includes measures such as granting U.S. buyers priority procurement rights, enhancing foreign ownership reviews in supply chains, and ensuring a secure and transparent supply of raw materials for U.S. critical industries, particularly in the nickel sector [5] - Indonesia plans to increase imports of U.S. natural gas and agricultural products to bolster its food and energy security, while also exploring commercial cooperation with U.S. companies in areas like aircraft procurement and maintenance services [5] - The Indonesian government intends to relax localization requirements, strengthen intellectual property protection, and open the national payment gateway to U.S. service providers, aiming to provide "fairer treatment" for American companies [6]

韩国官员：贸易谈判主要涉及非关税壁垒，因为韩国对美国几乎实行零关税。 ...