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 ...

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。(商务部官网) 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？ ...

Core Points - The article discusses the ongoing trade tensions initiated by the Trump administration, highlighting the imposition of tariffs and the subsequent negotiations with various countries [1][23][28] - It emphasizes the challenges faced by the U.S. in achieving its ambitious goal of reaching 90 agreements within 90 days, with only a few countries having reached any agreements so far [1][28] Group 1: U.S. Trade Strategy - The Trump administration's strategy involves high tariffs and extreme pressure tactics to force concessions from trade partners [1][10] - The U.S. has only reached agreements with a limited number of countries, including the UK, China, Vietnam, and Cambodia, falling short of the target set by trade advisor Navarro [1][2][28] Group 2: China's Response - China has firmly opposed unilateral trade protectionism and has implemented a series of countermeasures, including tariffs and export controls on rare earth materials [2][4] - A significant agreement was reached on May 12, where both the U.S. and China agreed to reduce tariffs by 91% on each other's goods, marking a rare instance of mutual tariff reduction [2][4] Group 3: U.K. Trade Agreement - The U.K. was one of the first countries to reach a trade agreement with the U.S., but the deal is criticized for lacking substance and failing to address key issues like steel and aluminum tariffs [6][10] - The agreement is seen as largely symbolic, with experts noting that the U.K. made significant concessions without achieving meaningful outcomes [6][10] Group 4: Vietnam's Trade Deal - The trade agreement with Vietnam is viewed as highly unequal, with the U.S. imposing a 20% tariff on Vietnamese goods while granting zero tariffs on U.S. products [7][10] - Economic analysts predict that this deal could negatively impact Vietnam's GDP growth by 0.8% to 1.3% [7][10] Group 5: EU's Stance - The EU has adopted a strong stance against U.S. tariffs, demanding reductions in existing tariffs and preparing for potential retaliatory measures [11][14] - The EU is ready to impose tariffs on U.S. goods worth up to €210 billion if negotiations fail, indicating a serious commitment to countering U.S. trade policies [14][27] Group 6: Japan's Negotiation Challenges - Japan has engaged in multiple rounds of negotiations with the U.S. but has not reached a satisfactory agreement, particularly regarding auto tariffs and agricultural market access [15][16] - The negotiations have stalled due to significant differences in tariff expectations, with the U.S. demanding a 25% tariff on Japanese cars [15][16] Group 7: Other Economies' Responses - Canada and South Korea have also faced challenges in negotiations, with Canada recently retracting a digital services tax to appease U.S. demands [20][22] - South Korea's negotiations are complicated by existing free trade agreements, leading to slow progress [22][20] Group 8: Global Trade Implications - The ongoing trade war is expected to have significant negative impacts on the U.S. economy, including increased consumer costs and decreased competitiveness [24][25] - The World Trade Organization has downgraded its global trade growth forecast, indicating a broader impact on international trade dynamics [27][28]

Core Points - China has decided to impose anti-dumping duties on 30 countries, with the highest rate reaching 103.1%, aimed at protecting its domestic industries from harm, with a duration of five years [1][3] - The countries affected include the 27 EU nations, the UK, South Korea, and Indonesia, primarily due to dumping practices related to stainless steel products [3][4] - The highest anti-dumping duty is on South Korea at 103.1%, while the EU and UK face a rate of 43%, and Indonesia has the lowest at 20.2% [3][5] Summary by Sections Anti-Dumping Duties - China will start imposing anti-dumping duties on July 1, 2025, for a period of five years against 30 countries due to dumping of stainless steel products [3] - South Korea faces the highest duty at 103.1%, with POSCO being an exception at 23.1% due to its compliance efforts [3] - The EU and UK will incur a duty of 43%, while Indonesia's duty is set at 20.2% [3] Trade Protectionism - The article highlights the hypocrisy of Western nations, particularly the EU, which have initiated trade protectionism under the guise of protecting local industries without substantial evidence [4] - China has stated that affected countries can appeal the decision, indicating a willingness to reconsider if presented with sufficient justification [4] EU and US Relations - The EU is under pressure regarding its reliance on China for rare earth materials, and despite its demands, China has not fully acquiesced [7] - The EU has shown signs of compromise with the US regarding tariffs, indicating a willingness to accept a 10% general tariff in exchange for exemptions in key sectors [9] - The article suggests that the EU's dependence on the US market makes it difficult for them to confront the US directly [9] Impact on US Market - The article discusses the unintended consequences of Trump's tariff policies, which were intended to boost US manufacturing but have led to increased costs for American consumers [11] - The rising costs have prompted US buyers to seek ways to circumvent tariffs, highlighting the challenges of finding alternatives to Chinese manufacturing [11] - The overall sentiment is that engaging with China requires sincerity from both the EU and the US, as China's retaliatory measures are seen as a response to excessive pressure [11]

这几年，越南真是把"左右为难"演成了极致。不顾中国警告，越南火速和美国签了一纸"零关税"协议， 以为自己从此能搭上美国这艘"高质量发展快船"。可谁能想到，前脚刚签完，扭头一看，美国居然转身 就去跟中国示好，连芯片禁令都开始松口了……这操作，活脱脱就是拿越南当跳板使。 而越南，真就被"爸爸"狠狠坑了一把。 越南"低头认亲"，美国"高高举刀" 协议里暗藏一条"毒药"：凡是经由越南转运的"第三国"商品，一律征收超过40%的惩罚性关税说白了， 就是针对中国。这种条款，摆明了是政治问题，披着经济外衣而已。 越南"偷鸡不成蚀把米"，经济和外交双输 "零关税"换来的，不是合作，是套路 越南想得挺好：我给你开后门、让利、示好，你是不是也该给点回报？ 可美国人是什么人？翻脸比翻书还快。这边刚签完协议，没几天，美国就主动开放对中国某些产品的进 口限制，连科技领域的出口许可都开始恢复了。 什么意思？美国压根就没打算跟越南"共进退"，他只是在利用越南的对华通道，替自己打下一张"围堵 中国"的地缘牌。 而真正的目标，从头到尾都不是越南，而是通过这项协议逼迫越南表态：你，是站在我美国这边，还是 跟中国一起混？ 这才是最狠的地方。 还记得 ...

Global Economic Outlook - The global economic growth outlook has deteriorated in the first half of the year due to trade tensions, but a moderate recovery is expected in the second half supported by fiscal and monetary easing in major countries [1][2] - The U.S. tariff policy has been a significant factor affecting global economic performance, with recent agreements easing trade tensions [1][6] - Analysts suggest that the current economic cycle resembles that of the second half of 2019, with expectations of further monetary easing from the Federal Reserve and fiscal expansion in the U.S., Europe, and China [1][4] Monetary and Fiscal Policies - The current round of global monetary easing has been ongoing for over a year, with significant rate cuts from the European Central Bank, the Federal Reserve, and the Bank of England [4] - The U.S. is expected to implement 1-2 rate cuts in the second half of the year, contingent on employment and inflation data [4][6] - The U.S. Congress has passed a significant tax and spending bill, projected to increase the deficit by $3.5 trillion to $4.2 trillion over the next decade, which is expected to stimulate investment and consumption [5][6] Trade and Inflation Concerns - Trade protectionism continues to pose risks to global economic growth, with projections indicating that growth in 2025 will remain below long-term trends [10][11] - Analysts highlight that the resolution of tariff issues will be crucial for the growth outlook, particularly for Asian economies [11][12] - Recent surveys indicate a more optimistic outlook for the global economy, with a notable increase in respondents expecting improvement in economic conditions [9] Regional Economic Projections - Fitch Ratings has revised its global economic growth forecast for 2025 upward, reflecting improved expectations due to easing trade tensions [7] - The U.S. economy is projected to grow by 1.5% in 2025, with similar upward adjustments for China and the Eurozone [7] - Despite a generally positive outlook, the potential for continued trade disputes remains a significant concern for economic stability [10][11]