Group 1 - Vietnam has reached an agreement with the United States to reduce the previously proposed 46% tariff to 20% on exports to the U.S. [3][5][7] - The agreement includes provisions for a 40% tariff on goods from third countries that are transshipped through Vietnam, while U.S. goods exported to Vietnam will enjoy zero tariffs [7][21][22] - The negotiations were prompted by a significant trade surplus of $123 billion for Vietnam with the U.S. in 2024, which would have resulted in a tax bill of $56.6 billion at the original tariff rate [11][12] Group 2 - The agreement is seen as a "double win," but it is unclear how much benefit Vietnam truly gains from it [8] - The specifics of the agreement, particularly regarding the definition of "transshipped goods," remain ambiguous, leaving room for interpretation by the U.S. [20][24] - The capital market reacted positively, with stocks of companies like GoerTek and Luxshare Precision showing significant increases, indicating optimism about the final tax rates and execution details [29][30] Group 3 - The article emphasizes the need for Chinese companies to adapt their strategies in Vietnam, moving beyond cost-cutting to integrating into the local supply chain and contributing to the local economy [49][52] - Vietnam is evolving from a low-cost manufacturing hub to a destination seeking higher value-added manufacturing, which requires companies to rethink their operational strategies [47][48] - The long-term success of companies in Vietnam will depend on their ability to establish a local presence, create jobs, and contribute to technological upgrades [39][41]

7月9日是特朗普"对等关税"大限，但到目前为止，美国与多国贸易谈判都陷入了僵局，不仅拒绝妥协， 还要求美国让步。在这种情况下，不排除美方使"盘外招"逼相关国家就范。以防万一，中国再次给各国 打一剂预防针。 日前，商务部发言人在记者会上公开表态，坚决反对任何一方以牺牲中方利益为代价达成交易，换取所 谓关税豁免，中方绝不接受，将坚决反制。 特朗普6月27日说"我们随心所欲，可延长，也可缩短" 这不是中方第一次发出类似警告了。早在4月份，就有消息人士透露，在与其他国家的贸易谈判中，美 方要求对方限制与中国的贸易往来，比如减少进口中国材料和零部件，对中国产品加税等，换取美方的 关税豁免。 当时中方就直言，绥靖换不来和平，妥协也得不到尊重，一语惊醒各国，事后也确实没有听到有哪个国 家这么做。但随着7月9日"对等关税"大限将近，不排除有人慑于美方压力，同意这种要求。 6月初，欧盟投票通过一项法规，未来5年禁止中国企业参与价值超过500万欧元的医疗器械招标；还有 越南，据悉特朗普政府已经明确表示，要求越南工厂减少使用来自中国的材料和零部件，并要求越南严 格管控其生产和供应链；另外加拿大也在6月底以所谓"国家安全"为由，命令 ...

Group 1 - The core viewpoint is that China opposes unilateral trade practices by the US, particularly the imposition of "reciprocal tariffs" on global trade partners, which is seen as bullying behavior [3] - China is currently assessing the implications of the recently announced trade agreement between the US and Vietnam, emphasizing that any deal should not come at the expense of Chinese interests [3] - The Chinese Ministry of Commerce is open to resolving trade differences through dialogue and negotiation, as highlighted in the context of the ongoing anti-dumping investigation into brandy imports from the EU, which is set to conclude on July 5, 2025 [3] Group 2 - The Chinese government expresses a consistent and clear stance regarding the potential visit of a US business delegation to China, advocating for mutual respect and cooperation to enhance US-China economic relations [4]

Core Viewpoint - The United States and Vietnam have reached a trade agreement, with Vietnam's exports to the U.S. facing a minimum 20% tariff, while Vietnam seeks recognition of its market economy status and the lifting of certain high-tech export restrictions from the U.S. [1][3] Group 1: Trade Relations - Vietnam is the eighth largest trading partner of the U.S., with a trade surplus exceeding $120 billion in 2024, making it the fourth largest economy with a trade surplus with the U.S. [3] - The U.S. Department of Commerce has classified Vietnam as a non-market economy, affecting the calculation of anti-dumping duties on Vietnamese imports. [3] - The recent phone call between Vietnamese General Secretary Su Lin and President Trump was the second discussion following the announcement of "reciprocal tariffs." [3][4] Group 2: Economic Impact - Following the announcement of the trade agreement, the selling price of the U.S. dollar in Vietnamese banks has increased, and the Vietnamese dong depreciated to its lowest point against the dollar since 1994. [6] - Vietnam's exports to the U.S. account for over 20% of its GDP, and despite the impact of the "reciprocal tariffs," the country's export performance in the first half of the year has exceeded expectations, with total exports projected between $215 billion and $217 billion, reflecting a year-on-year growth of approximately 13.8% to 14%. [6] - The Vietnamese Ministry of Industry and Trade plans to continue diversifying export markets to sustain growth. [6]

Group 1 - The core point of the news is the escalation of trade tensions due to Trump's imposition of "reciprocal tariffs" on multiple countries, which has led to significant international anxiety [1][5] - Trump announced a 90-day delay for most countries to negotiate terms before the tariffs take effect, indicating a strategy of pressure and negotiation [3][11] - China has responded strongly by imposing tariffs on 30 countries and warning against any country that compromises with the U.S. at China's expense [1][28] Group 2 - Trump's "reciprocal tariffs" are seen as a low-cost strategy for the U.S., allowing it to potentially gain billions without significant investment [9][12] - The strategy involves leveraging negotiations to pressure countries into compliance, particularly targeting China [14][16] - Countries like the EU and the UK are aligning with the U.S. to counter China, indicating a shift in international trade dynamics [19][21] Group 3 - Indonesia is negotiating with the U.S. for tariff reductions, which may involve limiting China's influence in its nickel mining sector [26][28] - China's response includes imposing anti-dumping duties on imports from several countries, signaling a commitment to protect its domestic industries [30][32] - The situation highlights the ongoing geopolitical struggle, with countries needing to navigate their positions carefully to avoid backlash from either the U.S. or China [5][17]

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]

今天下午，商务部召开例行新闻发布会。新闻发言人就美国和越南达成的贸易协定是否针对 中国一事进行了回应。 商务部新闻发言人 何咏前 ：美国对全球贸易伙伴加征所谓"对等关税"，是典型的单边霸凌做 法，中方一直坚决反对。中方注意到相关情况，正在开展评估。中方的立场是一贯的，我们 乐见各方通过平等磋商解决与美方经贸分歧， 但坚决反对任何一方以牺牲中方利益为手段达 成交易 。如果出现这样的情况，中方将坚决予以反制，维护自身正当权益。 来源 | 央视新闻 本期编辑 金珊 特朗普称美越达成贸易协议！越南所有对美出口商品将面临至少20%关税 SFC 21君荐读 ...

商务部新闻发言人何咏前：美国对全球贸易伙伴加征所谓"对等关税"是典型的单边霸凌做法，中方 一直坚决反对。中方注意到相关情况，正在开展评估。中方的立场是一贯的，我们乐见各方通过平 等磋商解决与美方经贸分歧，但坚决反对任何一方以牺牲中方利益为手段达成交易。如果出现这样 的情况，中方将坚决予以反制，维护自身正当权益。 据日月谭天，7月3日下午，商务部召开例行新闻发布会，有记者就美国与越南达成贸易协议一事提 问。 ...

金十数据7月3日讯，商务部召开例行新闻发布会，商务部新闻发言人何咏前表示，美国对全球贸易伙伴 加征所谓"对等关税"是典型的单边霸凌做法，中方一直坚决反对。中方注意到相关情况，正在开展评 估。中方的立场是一贯的，我们乐见各方通过平等磋商解决与美方经贸分歧，但坚决反对任何一方以牺 牲中方利益为手段达成交易。如果出现这样的情况，中方将坚决予以反制，维护自身正当权益。 （日 月谭天） 商务部回应美国与越南达成贸易协议 ...

Core Viewpoint - The US-Japan trade negotiations are at a standstill, with Japan facing potential increases in tariffs on its exports, particularly in the automotive sector, as the deadline for a trade agreement approaches [1][5][6] Group 1: Negotiation Status - Japan's Economic Revitalization Minister, Akira Amari, has made multiple trips to the US but has not achieved any progress in negotiations [1] - The US has set a 24% tariff rate on Japan, while Japan seeks to bundle this with the removal of tariffs on automobiles and steel [2] - The Japanese government emphasizes its contributions to the US economy through investments and job creation, seeking to leverage this for tariff reductions [2] Group 2: Key Issues in Negotiations - The automotive sector is a major sticking point, with Japan exporting 1.37 million vehicles to the US in 2024, valued at 7.2 trillion yen, which constitutes 34% of Japan's total exports to the US [3] - A 25% tariff on Japanese automobiles could lead to a potential loss of 13 trillion yen for Japan's economy, affecting over 5.58 million jobs across related industries [3] - The US aims to reduce its trade deficit with Japan, but American cars have struggled to gain traction in the Japanese market due to size and fuel efficiency issues [3] Group 3: Agricultural Concerns - Agriculture is another contentious area, with Japan's ruling Liberal Democratic Party (LDP) facing pressure to protect domestic agricultural interests ahead of the upcoming Senate elections [4] - The Japanese government is unwilling to sacrifice agricultural protections for concessions on automotive tariffs, emphasizing the need to maintain national interests [4] Group 4: Outlook and Implications - The negotiations are increasingly uncertain, with President Trump expressing skepticism about reaching an agreement and hinting at raising tariffs to 30-35% if no deal is made [5][6] - If tariffs are implemented as proposed, Japan's actual GDP could decrease by 0.9% over five years [6]