Group 1 - The core viewpoint of the articles highlights the escalating tensions between China and the EU, particularly regarding trade disputes and protective measures [1][2][5] - China initiated an anti-dumping investigation against EU-origin brandy, citing a dumping margin of 27.7%-34.9%, and imposed a five-year anti-dumping duty starting July 5 [1][6] - The EU's decision to impose additional tariffs of up to 38.1% on Chinese electric vehicles is seen as a significant point of contention, reflecting a broader trend of trade protectionism from the EU [1][4][15] Group 2 - The French Finance Minister's comments indicate a growing sentiment among some European politicians that trade with China could harm European interests, which may hinder healthy bilateral relations [2][4] - The EU's unilateral imposition of anti-dumping duties is viewed as a double standard, undermining fair competition principles and reflecting anxiety over China's industrial advancements [5][6] - China's response to the EU's trade measures, including the anti-dumping investigation and restrictions on medical devices, demonstrates its commitment to defending its trade rights while advocating for fair and open trade practices [6][15] Group 3 - The complex dynamics of China-EU relations provide both challenges and opportunities for diplomatic engagement, as highlighted by recent high-level dialogues between Chinese officials and EU leaders [10][12] - Misinterpretations and misinformation in media regarding China-EU negotiations can disrupt the communication process and hinder mutual understanding [10][12] - The articles suggest that cooperation between China and the EU is essential for maintaining global economic stability and countering unilateralism, particularly in the context of U.S. trade policies [15]

Group 1 - The Reserve Bank of Australia (RBA) is expected to implement its first consecutive interest rate cut in six years, lowering the cash rate by 25 basis points to 3.6% during the upcoming monetary policy meeting on July 8 [1] - The cumulative reduction in the current easing cycle will reach 75 basis points, supported by domestic economic data indicating low consumer confidence and weak household spending [1] - The market anticipates further rate cuts later in the year, potentially bringing the cash rate down to 3.1%, with 3.35% seen as a critical point for pausing policy to assess the impact of previous easing measures [4] Group 2 - The upcoming meeting is significant as it marks the first participation of new Treasurer Jenny Wilkinson in interest rate decisions, highlighting female leadership in Australia's core economic institutions [7] - The RBA's dovish stance aligns with recent rate cuts from central banks in Europe, Canada, and the UK, contrasting with the Federal Reserve's plans to maintain its policy until mid-2025 [7] - Market participants will closely monitor RBA Governor Michele Bullock's statements regarding future policy direction to gauge the pace and extent of the easing cycle [7]

Group 1 - The 17th BRICS summit commenced on July 6 in Rio de Janeiro, Brazil, marking the first summit after the inclusion of new members Indonesia and 10 partner countries, focusing on strengthening cooperation among the Global South and promoting inclusive and sustainable governance [1][3] - The summit will address six key areas: global health and wellness, trade investment and finance, climate change response, artificial intelligence governance, reform of the global security system, and the development of the BRICS mechanism itself [1][3] - Brazil, as the rotating chair of BRICS, aims to deepen cooperation with Global South countries and strengthen partnerships in social, economic, and environmental development [4][6] Group 2 - The summit's joint statement is expected to reflect a unified stance on various geopolitical issues, including the criticism of U.S. tariff policies, which are viewed as detrimental to global economic stability [5][7] - BRICS countries are advocating for reforms in the International Monetary Fund (IMF), seeking to redistribute voting rights and end the long-standing European dominance in management [7][8] - An important agenda item is the promotion of trade among member countries using a common currency for settlement, aimed at reducing dependence on the U.S. dollar [8][9]

重点关注：美国所谓"对等关税"暂停期结束、金砖国家领导人第十七次会晤、美联储公布货币政策会议纪要、中国公布6月CPI、PPI、社融数据。 此外， IEA公布月报、欧元区多国公布6月CPI终值，英国、韩国、泰国、新西兰等国公布利率决议。 7月7日-7月13日当周重磅财经事件一览，以下均为北京时间： 美国"对等关税"暂停期结束，特朗普：将于8月1日开始支付新关税 据新华社报道，美国总统特朗普4月2日宣布，开征所谓"对等关税"，随后引发全球市场震荡。在多方压力下，特朗普政府又在4月9日宣布，暂缓对部分贸易伙 伴征收高额"对等关税"90天。但维持10%的"基准关税"，同时威胁美贸易伙伴，需在7月8日前完成与美谈判。 随着截止日期的临近，据环球时报5日报道，美国总统特朗普表示， 美政府7月4日起将向尚未达成贸易协议的国家发出新关税税率的通知，税率区间为10%至 70%，并计划从8月1日起正式实施。 这一税率上限（70%）远高于其4月份宣布的50%，市场普遍担忧此举将加剧美国经济的通胀风险，并可能引发新一轮的 资产抛售。 7月5日周五，特朗普在空军一号上向媒体确认，他已签署了将发往"大概12个"国家的关税信函，并计划于周 ...

Core Viewpoint - The French Finance Minister Eric Lombard emphasizes the need for Europe to strengthen tariff barriers against Chinese imports to protect its industrial economy, highlighting the risk of China's dominance in global market shares across various industries [1][3]. Group 1: Government Actions and Statements - Lombard states that Europe must take action across all industrial sectors to prevent China's production capacity, which exceeds 50% of the global market share in many industries, from destroying European industry [1]. - The European response has already included actions against the steel and automotive sectors, but Lombard calls for a revision of rules to allow broader measures against imports from China [1]. - French Industry Minister Marc Ferracci expresses concern that Chinese manufacturing, previously directed towards the U.S., is now shifting to Europe, creating a sensitive and dangerous situation for European industries [3]. Group 2: Trade Relations and Tensions - The recent announcement by China to impose anti-dumping duties on European brandy, while exempting major cognac producers that agree to set minimum price levels, is a direct response to the EU's decision to impose tariffs of up to 45% on domestic electric vehicles by 2024 [1]. - Reports indicate that China plans to shorten a planned two-day summit with EU leaders to one day, reflecting escalating tensions between Europe and Beijing [1]. - A researcher from the Jacques Delors Institute notes that Europe aims to rebuild its manufacturing sector and cannot afford the shock from a large influx of Chinese imports [3].

咱们先聊聊这事儿的来龙去脉。其实特朗普打关税牌已经不是头一回了。早在2025年4月，他就推出过"对等关税"政策，对中国、欧盟等国家加征高额关 税，结果导致全球股市暴跌，美国国内物价也跟着飙升。这次更狠，直接把税率上限提到70%，比1930年美国大萧条时期的《斯姆特-霍利关税法》还要 高。这招要是真使出来，简直就是贸易核武器啊！ 最近国际经贸圈炸开了锅！特朗普在7月4日放了个大招，宣布从8月1日起对部分国家加征最高70%的关税。这消息一出，全球市场都跟着抖了三抖。作为 在财经圈摸爬滚打20年的老江湖，我今天得跟大家好好唠唠这事儿。 你猜怎么着？这次关税可不是随便说说的。特朗普直接跳过了谈判环节，打算给170多个国家发"关税通知书"。按照他的说法，税率分三档：10%到20% 是给"听话"的，30%到50%针对"顽固分子"，60%到70%则是留给"战略对手"。这就像在贸易战场上摆了个鸿门宴，各国要么低头认罚，要么被重锤伺 候。 更有意思的是，特朗普的关税政策还可能打乱全球供应链。越南、墨西哥这些原本被视为"中国替代"的制造中心，现在也可能因为高关税失去优势。比如 泰国可能被征36%的关税，马达加斯加甚至要交47%。 ...

商务部新闻发言人就在政府采购活动中对自欧盟进口的医疗器械采取相关措施答记者问 问： 我们注意到，欧委会近期出台措施，限制中国企业和产品参与其医疗器械公共采购。中方于7月6日发布通知，决定在政府采购活动中对 部分自欧盟进口的医疗器械采取相关措施。请问商务部对此有何评论？ 商务部：欧盟一意孤行，中方对等限制 答： 欧盟委员会于2025年6月20日出台措施，限制中国企业和产品参与其医疗器械公共采购，持续在公共采购领域对中国企业设置壁垒。中方 多次通过双边对话表示，愿与欧方通过对话磋商和双边政府采购安排等方式妥处分歧。 令人遗憾的是，欧方不顾中国释放的善意和诚意，仍 一意孤行，采取限制措施，构筑新的保护主义壁垒。因此，中方不得不采取对等限制措施。 相关措施是为了维护中国企业的合法权益，维护 公平竞争的环境。中方措施只针对自欧盟进口医疗器械产品，在华欧资企业生产产品不受影响。 来源： 商务部网站 财政部网站 财政部：在政府采购活动中对自欧盟进口的医疗器械采取相关措施 根据有关法律法规，经批准，财政部决定在政府采购活动中对部分自欧盟进口的医疗器械采取相关措施。现将有关事项通知如下： 一、采购人采购预算金额4500万元人民 ...

答：欧盟委员会于2025年6月20日出台措施，限制中国企业和产品参与其医疗器械公共采购，持续 在公共采购领域对中国企业设置壁垒。中方多次通过双边对话表示，愿与欧方通过对话磋商和双边政 府采购安排等方式妥处分歧。令人遗憾的是，欧方不顾中国释放的善意和诚意， 仍一意孤行，采取 限制措施，构筑新的保护主义壁垒。 因此，中方不得不采取对等限制措施。相关措施是为了维护中 国企业的合法权益，维护公平竞争的环境。中方措施只针对自欧盟进口医疗器械产品，在华欧资企业 生产产品不受影响。 7月6日，商务部新闻发言人就在政府采购活动中对自欧盟进口的医疗器械采取相关措施答记者问。 问：我们注意到，欧委会近期出台措施，限制中国企业和产品参与其医疗器械公共采购。中方于7月 6日发布通知，决定在政府采购活动中对部分自欧盟进口的医疗器械采取相关措施。请问商务部对此 有何评论？ ...

财政部：在政府采购活动中对自欧盟进口的医疗器械采取相关措施 财政部发布关于在政府采购活动中对自欧盟进口的医疗器械采取相关措施的通知。 根据有关法律法规，经批准，财政部决定在政府采购活动中对部分自欧盟进口的医疗器械采取相关措施。现将有关事项通知如下： 一、采购人采购预算金额4500万元人民币以上的医疗器械（具体品目清单见附件）时，确需采购进口产品的，在履行法定程序后，应当排除欧盟企业（不包括在华 欧资企业）参与。对于参与的非欧盟企业，其提供的自欧盟进口的医疗器械占比不得超过项目合同总金额的50%。上述措施不适用于仅自欧盟进口的医疗器械能够 满足采购需求的采购项目。 商务部：中方措施只针对自欧盟进口医疗器械产品，在华欧资企业生产产品不受影响 商务部新闻发言人就在政府采购活动中对自欧盟进口的医疗器械采取相关措施答记者问。问：我们注意到，欧委会近期出台措施，限制中国企业和产品参与其医疗 器械公共采购。中方于7月6日发布通知，决定在政府采购活动中对部分自欧盟进口的医疗器械采取相关措施。请问商务部对此有何评论？ 二、本通知自2025年7月6日起施行。施行之日前，涉上述措施的采购项目已经发布中标、成交结果公告的，可以继续签 ...

答：欧盟委员会于2025年6月20日出台措施，限制中国企业和产品参与其医疗器械公共采购，持续在公共采购 领域对中国企业设置壁垒。中方多次通过双边对话表示，愿与欧方通过对话磋商和双边政府采购安排等方式妥 处分歧。令人遗憾的是，欧方不顾中国释放的善意和诚意， 仍一意孤行，采取限制措施，构筑新的保护主义 壁垒。因此，中方不得不采取对等限制措施。相关措施是为了维护中国企业的合法权益，维护公平竞争的环 境。中方措施只针对自欧盟进口医疗器械产品，在华欧资企业生产产品不受影响。 综合自： 商务部 、财政部 责编：叶舒筠 校对：陶谦 根据有关法律法规，经批准，财政部决定在政府采购活动中对部分自欧盟进口的医疗器械采取相关措 施。 现将有关事项通知如下：一、采购人采购预算金额4500万元人民币以上的医疗器械（具体品目清单见附件） 时，确需采购进口产品的，在履行法定程序后，应当排除欧盟企业（不包括在华欧资企业）参与。对于参与的 非欧盟企业，其提供的自欧盟进口的医疗器械占比不得超过项目合同总金额的50%。上述措施不适用于仅自欧 盟进口的医疗器械能够满足采购需求的采购项目。二、本通知自2025年7月6日起施行。施行之日前，涉上述 措施 ...