4月30日，美国总统特朗普在出席上任百日大型聚会时，谈起了目前与中国的关税战，在谈到美国如今对中国的145%关税时，特朗普表示，这样的结果是中 国自找的。而在谈起高关税会推高中国电子产品以及服装、家具等产品售价时，特朗普则非常自信地表示，中国会吞下这些成本并消化掉这些关税。特朗普 还在讲话中提到："中国每年从美国赚走1万亿美元，他们前所未有地剥削我们。" 虽然特朗普嘴上讲话表现得非常强硬，但私底下他早就迫不及待想要跟中国谈判了，但如今的状况是关税战是特朗普说发起就能够发起的，可什么时候结束 却不是特朗普政府说了算。中国外交部发布的最新视频《不跪！》表明了斗争到底的决心，现在的情况是即便美国主动向中国发出谈判邀请，中国也要考虑 一下美国给出的条件到底如何，之后再决定我们下一步的行动方案。中国在这场中美关税战当中完全处于主动状态，其最根本原因总结起来就只有一句话： 优势在我。 特朗普说什么对中加征145%的关税是中国自找的，在中美贸易战中我们有做错过任何事吗？特朗普光看到中国每年向美国出售数千亿美元的商品，可他却 故意忽视这些贸易额并非简单的数字，其中很大一部分利润最终是被美国本土厂商赚走了。特朗普只是片面看到了 ...

Group 1 - The Ministry of Commerce is taking actions to help foreign trade enterprises expand domestic sales channels in response to external shocks, emphasizing China's commitment to high-level opening-up and stable development to inject certainty into the global economy [1] - The U.S.-China trade war has reached a turning point, with President Trump indicating a willingness to lower tariffs on Chinese goods, while China remains firm in its stance, indicating that it will not easily concede [3][5] - China has the capability to increase oil imports from alternative sources such as Russia, Saudi Arabia, and Iran, mitigating the impact of reduced imports from the U.S., although it may still face some limitations in import channel diversity [3] Group 2 - The trade war has led to significant consequences for U.S. suppliers, particularly farmers who have lost a key customer in China, resulting in widespread panic among American consumers fearing price increases [5] - The Chinese government has halted purchases of Boeing aircraft and parts, indicating a strong response to U.S. tariffs, while Boeing's CEO confirmed the situation but downplayed its impact on the company's development [7] - China's transformation from a "world factory" to an "innovation hub" has been completed, with a complete closed-loop in 21 strategic emerging industries, providing the confidence to respond strongly to U.S. supply chain disruptions [7]

前言 自特朗普上台至今，想必大家早已对他的"朝令夕改"习以为常了，然而面对美方的苦苦"哀求"中国刚刚同意接触，特朗普又狮子大开口，提出 无法接受的条件！ 然而，面对特朗普的无耻行径，中方还没来得及严厉斥责，美联储主席鲍威尔竟直接对特朗普骑脸输出，而特朗普还拿美联储没一点办法........ 特朗普狮子大开口 "给点阳光就灿烂，给点雨露就泛滥"，特朗普还真是本性难移！ 自特朗普被我国"对等反制组合拳"打醒、打疼之后，便不止一次对中方示好，甚至还不惜释放"和中国正在谈，甚至将达成协议"的假消息，却 接连被我国外交部、商务部、驻美大使馆及时辟谣。 面对美方的不断"哀求"，我国商务部5月7日发布消息称："外交部发言人宣布将接受瑞士政府邀请，副总理何立峰将会在5月9日至12日访问瑞 士。 这次访问除了是与瑞士领导人进行会谈外，也会与美国财政部部长贝森特进行接触。 在当地时间5月6日，特朗普与加拿大总理会晤时直言不讳的表示："我们不需要和其他人达成协议，是他们得跟我们签"！ 甚至还扬言"不会为了和中国达成协议，就取消对华关税"，并暗示两国即将举行的高层贸易谈判是中国主动提出的。 | 分享到: | | | | 員 23 | ...

Group 1 - The core viewpoint of the articles is that the upcoming negotiations between China and the United States in Switzerland are a response to the recent trade tensions, with the U.S. initiating the talks while China maintains a firm stance against concessions [2][4][10] - The negotiations are seen as a potential first step towards de-escalating the ongoing trade war, although it is unlikely that a concrete agreement will be reached in the initial discussions [4][10] - The U.S. has shifted its approach, with President Trump acknowledging the high tariffs and expressing a willingness to negotiate, indicating a change in strategy as the U.S. faces economic pressures [8][17] Group 2 - China's position is characterized by a strong resolve to withstand the pressures of high tariffs, demonstrating a commitment to not yield to U.S. demands, which is a significant shift from previous negotiations [5][7][10] - The U.S. Treasury Secretary, Bessent, is aware that the trade war is detrimental to the U.S. economy, as the burden of tariffs ultimately falls on American consumers and importers [13][15] - The articles suggest that the current trade conflict is a prolonged struggle, with both sides preparing for a long-term engagement rather than a quick resolution [10][18]

外交部7日清晨突然宣布，中方高层将在访问瑞士期间，与中美经贸的美方牵头人，美国财政部长贝森 特举行正式会谈。 该消息的分量无需多说，随后商务部召开发布会，为会谈背景和中方相关考虑提供了更多细节。 【贝森特 （左一）是首次会谈的美方代表】 这一重大转变，立刻引起了国际社会的关注，各方舆论多少都意识到，从这一刻开始，中美关税战进入 了"边打边谈"的新阶段。 中国商务部的发布会，有几个细节值得关注：中方之所以同意与美国进行接触，主要是出于以下几个原 因： 高强度的关税战打了整整一个月，中美终于定好时间地点，正式开始进行第一轮闭门接触。 首先，美方近段时间不断放风，主动向中方传递信息，希望中美能在关税等问题上先"谈起来"。 看得出来，美方还是一贯"为了对话而对话"的思路，能不能谈成不重要，重要的是中美在谈判这件事本 身，因为特朗普需要稳住国内金融市场的预期。 而中方这边，在认真评估美国政府信息的可信度、诚意之余，并充分结合全球对中美互动的期待，自身 利益，以及美国业界和消费者的呼声，进行了综合、全面的考量，然后才作出了这一决定。 【外交部官 宣后，商务部提供具体细节和中方考量】 简单来说，就是国际社会希望看见中美就关 ...

Core Viewpoint - The offshore RMB has shown strong performance against the USD, with significant appreciation driven by a softening stance from the US on tariff issues and positive economic indicators from China [1][4][6]. Exchange Rate Performance - On May 5, the offshore RMB/USD exchange rate rose above 7.19, reaching a high of 7.189, marking the first time since November 2024 that it surpassed this level [1][3]. - During the "May Day" holiday, the offshore RMB appreciated by 0.9% against the USD [1][6]. - As of May 5, the offshore RMB was reported at 7.2036, with a daily increase of 0.11% [3]. Economic Indicators - In Q1, China's GDP grew by 5.4% year-on-year, with imports and exports totaling 10.3 trillion RMB, a 1.3% increase [6]. - The positive economic data has provided strong support for the RMB exchange rate [6]. Policy and Market Sentiment - Analysts attribute the recent strength of the offshore RMB to expectations of a more dovish US Federal Reserve and signals of easing tensions in the US-China trade war [4][8]. - The People's Bank of China (PBOC) has emphasized maintaining a stable RMB exchange rate and managing market expectations effectively [7]. Future Outlook - Analysts predict that the onshore RMB may experience a rebound following the "May Day" holiday, influenced by ongoing US-China trade negotiations and the USD's performance [8]. - The RMB is expected to exhibit a dual-directional fluctuation against the USD, with potential for smaller amplitude movements [8].

"美国赢了。"特朗普在4月30日的内阁会议上高调宣布，似乎关税战的战果已然属于白宫。脸上挂着胜利者的微笑，他宣称中方大量工厂倒闭，资本逃离中 国奔赴美国。场面很热闹，语气很笃定，只是，镜头外的真实，和他说的，似乎不是同一个世界。 美国街头抗议不断，失业率阴影再度升腾。通胀迟迟压不下去，中产苦不堪言。美联储连环加息的背后，是一场被掩盖的金融焦虑。可这些，特朗普没提。 他只挑自己想说的。媒体镜头一转，谈判桌前，美国代表团却频频向中方示好，希望重启对话。这不是矛盾，而是选票逻辑。 从2018年起，美国对华加征关税，金额超过5500亿美元。中方也不示弱，迅速反制。按照美国财政部自己的数据，这场"胜利"的代价是：美国企业额外承担 的关税成本超过1300亿美元。农产品出口大幅下滑，制造业多地空转，波音的订单一减再减。那一年，艾奥瓦的玉米没卖出去，密歇根的工厂裁了一半工 人。他们也喊过"胜利"，可喊得不大声，因为没人信。 一边是自说自话的"胜利"，一边是实打实的体系重建。中美的博弈不只在关税，更在格局。美国擅长打碎旧规则，重组秩序。中国擅长在废墟上搭建新舞 台。而这场"重构"，远比嘴仗更重要。 我们没必要炫耀，也无需喊口号 ...

特朗普强行掀了桌子，美巨头出手，把桌子摆正了！日前，美国三家零售巨头放出重量级信号，发生了什么事呢？ 日前，美国以沃尔玛为代表的零售巨头已经向中国供应商发出通知，要求恢复因中美关税战而暂停的货物运输，并明确表示对华关税将全由美国人买单。此 事的发生，标志着以沃尔玛为代表的美国零售巨头正式放弃挣扎，不再陪美国总统特朗普的关税政策玩命了！此事的发生，表明特朗普对华挑起关税战争， 再失一城。为什么它们都不支持特朗普呢？ 其实像沃尔玛这类零售巨头，最大的优势，不在于营销，不在于装修，也不在于科技和制造业企业才重视的核心技术等，而是在于对供应链的管控。只有建 立起足够完善的供应链，才可以确保它们能够以最低的成本在最快的时间内拿到最多品类的商品，只要做到这个份上，它们货架上的商品才足够多，而且在 定价较低的情况下，依然确保足够的利益，这就是零售巨头的经营逻辑。 正因如此，特朗普对华挑起关税战争的行径，简直等同于在这些零售巨头大动脉上划了一刀，给它们放血。作为全球最大的制造业国家，中国出口的商品， 很多就是供应到这些零售商身上，现在特朗普对中国商品加征那么多关税，直接威胁到的就是这些零售商的供应链。商品不会从货架上自己长出 ...

Core Viewpoint - The ongoing U.S.-China trade tensions, particularly the tariffs imposed on Boeing aircraft, have led to significant disruptions in Boeing's operations, with Chinese customers halting aircraft deliveries and increasing uncertainty surrounding future orders [1][3]. Group 1: Impact of Tariffs - Boeing's CEO confirmed that due to the tariff environment, Chinese customers have stopped accepting aircraft deliveries, leading to three Boeing aircraft being rejected and returned to the U.S. [1] - The new tariff adjustments impose a 125% tariff on U.S.-made aircraft and parts, significantly increasing procurement costs for Boeing aircraft, which could double the price for airlines [3]. - The market price for a new Boeing 737 Max, originally around $55 million, becomes unaffordable for airlines after the tariff increase [3]. Group 2: Market Dynamics - In response to Boeing's quality issues, Chinese airlines have increased their procurement of Airbus aircraft, while the domestically produced C919 has gained traction, with a 60% localization rate and already in commercial operation [3]. - Indian and Malaysian airlines are looking to capitalize on Boeing's situation by negotiating for aircraft originally intended for Chinese customers, although their markets are significantly smaller than China's [4]. - The annual delivery of Boeing aircraft to China accounted for 25% of its total deliveries before the tariff conflict, highlighting the scale of the loss [4]. Group 3: Future Outlook - The ongoing trade tensions and tariff policies pose a long-term risk to Boeing's recovery, as the company may struggle to regain its market position if China fully shifts to Airbus or domestic aircraft [7]. - The situation reflects a broader trend where U.S. companies are directly affected by geopolitical strategies, indicating that any short-term solutions may not resolve the underlying issues for Boeing [7].

以下文章来源于A视野 ，作者ME A森 A视野 . 发现一个真实的世界 作者： ME A森 来源： A视野 中国还站着！ 前两天，晚上看直播的时候，看到下面这副场景，也是醉了。 亚马逊想要在自己的网站上展示每件商品额外要支付多少关税，直接惹怒了白宫。 所以，诚如截图中所展示的那样，贝索斯算是在全球媒体面前，被"游街示众"了。 遥想1月份的时候，人家贝索斯还花钱去参加川普的就职典礼，各种献殷勤。 可是，现在，川普的人直接贴脸开大，丝毫不给面子，也算是人间一绝。 我们也可以看得出，如果川普团队不是遭遇巨大的国内压力，怎么可能直接跟豪门财阀公开撕逼 呢？ 其实，这次白宫发言人完整版的话，更加刺耳。 她说，贝索斯是跟中国有着紧密联系的人。 要知道，现在美国两党都给自己的民众PUA，说中国是超级无敌大坏蛋啊。 所以， 说贝索斯跟我们关系暧昧，等于是把亚马逊往死里整啊。 其实，此前关税战全面打响后，美国最大的线下零售巨头沃尔玛和线上巨头亚马逊，就已经跟川 普直接面对面开过会。 当时，传出的说法是，川普认同部分零售商品可以获得关税豁免，但不对外公开。 前段时间，中国直接约谈沃尔玛，不许将关税负担转嫁给中国供货商。事实上，这 ...