全球供应链去集中化

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美议员访华示好,特朗普却逼欧盟对华加税,欧洲作何选择?
Sou Hu Cai Jing· 2025-09-13 07:48
Group 1 - The article highlights the contradictory actions of the U.S. government, where President Trump is seeking assistance from the EU to impose tariffs, indicating a shift from unilateralism to a more collaborative approach [1][4][10] - The potential impact of a 100% tariff on U.S. companies like Ford and Apple is significant, with Ford's vehicle prices potentially doubling, leading to a drastic reduction in market share in China [12][14] - European companies, particularly in the automotive and luxury goods sectors, are expressing strong opposition to U.S. tariffs, emphasizing their deep integration with the Chinese market [51][53] Group 2 - The article discusses the rising global trade tariffs, which have reached their highest levels in 15 years, and the implications of a trade war involving over $750 billion in trade [10][49] - The response from emerging markets like China and India is proactive, as they seek to diversify their trade partnerships and reduce reliance on the U.S. [29][33] - The article notes that multinational companies are planning to reconfigure their supply chains to mitigate risks associated with trade tensions, with 41% of companies indicating plans to do so within 18 months [53][55]