从长远来看，这一政策推动了区域内的贸易变化，尤其是RCEP框架下的区域合作，东盟峰会也开始积 极推动柬泰之间的合作，缓解了美国的压力。联合国贸发会议的报告指出，这种贸易壁垒可能会导致全 球GDP损失0.5%。中国坚持继续对外开放，推动各方对话，努力维护地区的稳定。 特朗普一上任就开始大力使用关税手段，打算通过这种方式调整全球经济格局。2025年4月2日，他在白 宫玫瑰园签署了一项行政命令，推出对等关税政策。此举意味着全球进口商品将面临不同程度的关税： 来自中国的商品被征收34%的关税，欧盟为20%，日本24%，韩国25%，印度26%，越南46%，孟加拉国 37%，巴基斯坦29%，柬埔寨则高达49%。这一政策宣布后，全球股市迅速下跌，道琼斯指数下跌了 3.2%，越南胡志明市股市更是暴跌了6.68%。特朗普的目的是通过这种经济手段重塑全球供应链，迫使 其他国家让步，尤其是中国的贸易路线被切断。巴基斯坦作为能源进口大国，每年需支付113亿美元的 费用，29%的关税直接冲击了其纺织和农产品的出口，这部分占其总出口的15%。而柬埔寨的服装业几 乎完全依赖美国市场，一旦面对49%的关税，工厂订单必然大幅减少。 这一政策对 ...

真搞不动了，美国财长耶伦说中国得感谢特朗普，因为他正把美国搞成一个"香蕉共和国" 前美联储主席、现任美国财政部长耶伦，竟然公开说美国正在变成一个"香蕉共和国"。这不是哪个对手国家的嘲讽，而是来自美国核心金融决策圈人物的一 级警报。 一切都要从特朗普重返白宫后的政策说起。 如果说他的第一个任期是试探，那么第二个任期就是一场不计后果的狂飙。尤其是在2025年的4月，特朗普政府先是宣布对几乎所有进口商品征收10%的基 本关税，这已经让市场感到不安。紧接着，他通过自己的社交平台，毫无征兆地将对中国进口商品的关税税率，直接拉高到骇人听闻的125%。 这个数字不是通过国会听证，也不是经过严密经济测算，更像是牌桌上的一次任性加注。 市场瞬间就懵了。另一位前财政部长劳伦斯·萨默斯，用"有史以来给美国经济造成的最大自残伤口"来形容这一决策。他估算，这项政策将让每个美国中产 家庭的钱包每年缩水近2000美元。 萨默斯的预言很快就应验了。 仅仅几个月后，"汉堡通胀"这个词席卷了全美国。光明网在9月的报道中详细描述了这一现象：制作一个汉堡所需要的一切，从烤架、包装纸到牛肉饼，其 成本都在飞涨。原因很简单，这些商品的供应链遍布全球，关 ...

如果说过去两年，大国博弈还集中在贸易、科技领域，那么近两年，海运正悄然成为新的焦点。 从李嘉诚出售港口资产，引发舆论风波；到前段时间，美方宣布对中国船舶加收特别港口费、随后中方宣布反制，围绕港口的国家博弈正在愈演愈烈，港 口的价值也正在被重估。 正因如此，中国近年来在港口建设上持续加码。而这轮港口建设的重心，不再只集中于沿海，而是转向了内河。 01 中国为什么要重押内河港口？ 中国，是当之无愧的海运大国。无论是港口数量，还是货物吞吐能力，都稳居全球前列。 根据交通运输部数据，2024年中国港口货物吞吐量达到176亿吨，集装箱吞吐量达到3.3亿标箱，连续多年稳居世界第一。在全球货物吞吐量排名前十的港 口中，中国足足占据了八席。 然而，如果把目光从传统的货物吞吐量、码头数量，转移到中转集拼、高附加值服务等领域，就会发现，中国港口的竞争力还有待提升。 比如港口的周转效率，就是绕不过去的关键指标。 在新加坡港，一艘2万标箱的货轮靠港，从靠岸到离港，一般只需20个小时以内，几乎不需要排队。 而在中国大部分港口，同样吨位的货轮要排队2.6天以上，光是等泊位，就要付出每天数万美元的费用，相当于多付了一支船员队伍和两个物流班 ...

从年初开始，双方的贸易谈判进入了拉锯战。4月份，美国加征了关税，中国则通过暂停稀土出口作为回应，导致美国企业的库存迅速下降，急需补充。5 月，两国在瑞士日内瓦达成了一个90天的关税停火协议，部分稀土供应得以恢复。然而，中国并没有完全放开出口，依然保留了许可证审批，特别是对军用 申请进行严格审查，基本上将军工需求完全拒绝。美方媒体报道称，这种做法虽然让局势暂时缓和，但并未从根本上解决问题。6月，双方又在伦敦进行了 新一轮谈判。中国同意恢复磁铁和稀土的出口许可证审批，但对于重稀土如钐、镝等军工专用材料，禁令依旧没有解除。 稀土在中美贸易争端中一直是一个敏感问题。美国在高科技和军工领域对稀土的需求非常大，而中国则控制着全球大部分的稀土供应，尤其在加工和精炼领 域几乎处于垄断地位。随着2025年贸易摩擦的升级，美国媒体开始关注到，中国表面上放松了出口管制，但实际上却在军工领域严格限制稀土的供应，令美 国措手不及。稀土元素共有17种，广泛应用于从手机到导弹等各种产品中，而中国占据全球产量的70%以上。尽管美国一直试图减少对中国的依赖，寻找其 他合作伙伴如澳大利亚、巴西等，但由于技术门槛高，进展缓慢。 2024年底，中国 ...

Core Insights - The Wuhan Commodity Fair (HanJiaoHui) has transformed from a regional trade event focused on leather goods and local products to a global trade platform featuring advanced technologies like humanoid robots and digital economy products, attracting over 3,000 participating companies from more than 50 countries [1][2][9] - The fair serves as a critical node in the global supply chain and a key hub for the Belt and Road Initiative, enhancing Wuhan's position as an inland open highland [1][5][6] Group 1 - The HanJiaoHui has evolved from a local market to a global interface, showcasing innovations such as AI diagnostics and robotic cooking, which were once considered futuristic [2][12] - The event has become a "super interface" for efficiently allocating global resources, with a significant increase in international buyers participating [12][16] - The fair has facilitated the integration of regional industries, such as the collaboration between Guangdong apparel brands and Wuhan's market, promoting domestic circulation [5][16] Group 2 - The fair's exhibition areas include diverse sectors like seafood, flowers, and electric vehicles, with notable participation from international brands and a focus on cultural exchanges [10][11] - The transaction volume has seen substantial growth, with figures reaching 402.8 billion yuan, reflecting the fair's impact on local businesses and their global market connections [16] - The HanJiaoHui is now recognized as a vital component of Wuhan's strategy to establish itself as a national trade and logistics center, moving beyond a simple marketplace to a dynamic ecosystem of commerce [16]

Core Insights - Vietnam ranks second globally in wooden furniture exports, trailing only China, with products shipped to 166 countries and regions [1] - The wooden industry in Vietnam has seen rapid growth, with export values expected to reach $20 billion by 2025, up from less than $200 million in 1999 [1] - Ho Chi Minh City plays a crucial role in the supply chain, accounting for nearly 50% of the national wooden product export value [1] Group 1 - The chairman of the Ho Chi Minh City Wood Processing and Handicrafts Association (HAWA) suggests that the city should develop policies to establish itself as a global hub for wooden furniture production and exports [1] - The chairman of the Ho Chi Minh City People's Committee emphasizes the need for enterprises to engage in the global supply chain and produce products with a "Made by Vietnam" identity [1] - The chairman of AA Corporation highlights the necessity for Ho Chi Minh City to create its own furniture brands, as current products are often associated with low prices, making them less competitive compared to China [1] Group 2 - The vice chairman of the Vietnam Timber and Forest Products Association points out that the wooden industry, particularly in Ho Chi Minh City, faces challenges related to green transformation, digital transformation, and deeper integration into the global supply chain [2] - Recommendations include establishing a support center for green and digital transformation in the timber industry, providing expert and technical consulting services [2] - Initiatives proposed include implementing low-emission wood factory plans, pilot measuring and reducing carbon dioxide emissions, and striving for low-carbon factory certification [2]

刚刚过去的10月，对于特朗普来说是一个值得炫耀的时刻。 他在亚洲之行后，宣布与中国达成了一份"休战协议"，并声称这场可能摧毁全球经济的贸易战暂时停火。 然而，中国在稀土问题上的一次"让步"，却让特朗普陷入了更大的被动局面。 稀土被称为现代高科技产业的"维生素"，广泛应用于智能手机、电动车、隐形战机和导弹制导系统等领域。 中国控制着全球约90%的稀土供应，是当之无愧的"稀土界欧佩克"。 此前，中国对稀土出口实施严格管制，美国科技产业和军工企业一度陷入供应链危机。 然而，在这次谈判中，中国宣布暂停稀土出口禁令，直到2026年11月。 这一"暂停"并不是永久取消，而是一个象征性的动作，向外界传递了三个信号：中国可以随时重启禁令，禁令的威慑力真实有效，美国 必须以让步换取喘息机会。 他们原本希望通过港口费壁垒复兴造船工业，却发现特朗普为了稀土问题"牺牲"了他们的利益。 这种来自政治基本盘的反对，让特朗普的紧张情绪进一步加剧。 美媒普遍认为，特朗普的"12分胜利"不过是一个笑话。 所谓的休战更像是美国对中国的"求和"。 中国通过象征性的让步，展现了稀土资源的巨大威慑力。 而特朗普面对的，是愤怒的工会、嘲讽的媒体，以及五 ...

Core Viewpoint - Shanghai Laiyifen Co., Ltd. showcased impressive results at the 8th China International Import Expo, highlighting its strategic partnerships and commitment to health-oriented products [1][3]. Group 1: Strategic Partnerships - Laiyifen's new strategic positioning was prominently displayed through partnerships with strong global brands, including Malaysia's BENNS, Italy's Ferrero, and Belgium's Jules Destrooper [3][5]. - The signing ceremony featured both long-standing partners and new entrants, emphasizing the company's collaborative approach to expanding its product offerings [5][9]. Group 2: Health and Quality Focus - Laiyifen introduced a range of snacks that combine global flavors with health attributes, such as the potassium and fiber-rich "Yami Fig" from Iran, aligning with the national strategy of promoting health [7][9]. - The introduction of health-oriented products reflects Laiyifen's response to consumer upgrades and its role in supply-side reform within the industry [9]. Group 3: Record-Breaking Agreements - The signing of a record 250 million yuan order signifies a strong commitment to enhancing the global supply chain and represents a critical step in the company's dual circulation strategy of "going out + importing" [14][17]. - Since its debut at the expo in 2018, Laiyifen has accumulated over 1.47 billion yuan in procurement, marking significant growth and strategic advancement as a "global brand management ecosystem platform" [17]. Group 4: Future Outlook - The company aims to leverage the Import Expo as a strategic bridge to strengthen its brand philosophy of "global quality, healthy living," creating a diverse and health-conscious product landscape for consumers [15].

Core Viewpoint - The article discusses the shifting dynamics in international relations, particularly focusing on India's response to the U.S.-China relationship and the implications of U.S. tariffs under Trump's administration [1][3][4]. Group 1: U.S.-China Relations - The U.S. has shifted its stance towards China, recognizing it as an equal partner, especially after the recent G2 summit [1]. - Trump's tariffs have led to a temporary "truce" between the U.S. and China, but have adversely affected other nations like India [4][6]. Group 2: Impact on India - India has become a significant victim of U.S. trade policies, facing a 50% tariff increase and restrictions on H1B visas, which have severely impacted its export capabilities [3][4]. - Despite India's protests, the U.S. has largely ignored its concerns, leading to a deterioration in U.S.-India relations [4][6]. Group 3: India's Strategic Shift - In light of U.S. actions, India is reconsidering its alliances and may increasingly rely on China for economic cooperation, as it seeks to navigate the complexities of global supply chains [6][7]. - The article suggests that India's cooperation with China may be driven by practical needs, as it recognizes the limitations of its relationship with the U.S. [6][7].

Group 1 - The core issue revolves around the EU's urgent need to secure its position in the global supply chain for rare earth materials, especially in light of recent US-China negotiations that paused restrictions on these resources [1][3][4] - The EU's dependency on China for rare earths is alarmingly high, with nearly 98% reliance, making any supply disruptions a significant concern for its manufacturing sectors [4][6] - The establishment of a "special channel" for EU companies to gain priority access to rare earth resources is a strategic move to prevent being sidelined by the US [6][14] Group 2 - The EU's anxiety reflects its historical struggle for strategic autonomy, often lagging in response to major geopolitical events between the US and China [9][12] - Internal divisions among EU member states complicate its negotiating position, with differing approaches to China affecting overall strategy [11][12] - The EU's dual strategy aims to maintain trade relations with China while simultaneously developing local resources and diversifying supply chains, as evidenced by recent initiatives in Estonia [15][17] Group 3 - The EU is pushing forward with the "Critical Raw Materials Act" to reduce dependency on single countries, indicating a long-term strategy to secure its resource needs [17] - China's response to the EU's request for a special channel shows a willingness to cooperate while maintaining its regulatory framework, highlighting a pragmatic approach to international trade [17] - The ongoing competition for rare earth resources is emblematic of broader global supply chain dynamics and geopolitical tensions, with both the EU and China seeking to balance their interests [17]