特朗普又发出让全球动荡不安的关税威胁。 此前一天，最高法院驳回了总统贸易议程中的大批条款。 尽管最高法院的裁决阻止特朗普随意对任何国家征收高额关税，但分析人士认为，这并不太可能阻碍他通过关税重新调整 全球贸易的计划。 股票频道更多独家策划、专家专栏，免费查阅>> 责任编辑：钟离 当地时间2月21日，特朗普在其社交媒体上发文称，他将把对全球范围输美商品加征的关税税率从10%提高到15%，"立即生 效"。 接下来几个月里，美国政府将确定并颁布新的"合法关税"。 ...

世界贸易组织总干事伊维拉在中国农历除夕通过视频送上马年新春祝福，"祝愿大家在新的一年里 健康、繁荣、成功"，并用中文说："新年快乐！" 作者：焦倩 伊维拉说，过去一年，世界贸易展现出非凡韧性，再次印证了以多边贸易体系为基础的开放、稳定和可 预见的贸易环境所具有的价值。世贸组织需要进行重大改革，以适应不断变化的全球经济。 伊维拉感谢中方对世贸组织的大力支持，期待中国的改革"能为我们改革多边贸易体系提供支撑"。 伊维拉称赞马年象征着活力、韧性和进步，这些品质在当今全球贸易领域意义重大。 ...

Core Viewpoint - China's zero-tariff policy for 53 African countries is expected to significantly impact the pricing of imported goods in local supermarkets, leading to lower prices for various products [1]. Group 1: Price Reductions on African Goods - The price of Kenyan avocados is projected to drop by 40%, from 20 yuan to 12 yuan each [3]. - Ethiopian Yirgacheffe coffee prices will decrease by 30%, saving consumers approximately 8 yuan per cup [3]. - South African Cabernet Sauvignon will see a 25% price reduction, making it competitive with mid-range French wines [3]. Group 2: Logistics and Supply Chain Improvements - The new "Africa Special Line" of the China-Europe Railway allows cashews from Mozambique to reach Chongqing in just 18 days [3]. - Cross-border e-commerce enables Rwandan chili sauce to be delivered to consumers' tables within 7 days after ordering [3]. - The upgraded "fresh goods channel" at Guangzhou Baiyun Airport allows Tanzanian seafood to clear customs within 3 hours [3]. Group 3: Impact on Manufacturing Costs - The zero-tariff policy on cobalt from the Democratic Republic of Congo is expected to reduce the cost of electric vehicle batteries by 5%, potentially saving consumers 7,500 yuan on a 150,000 yuan electric car [5]. - The removal of tariffs on bauxite from Guinea will lower the cost of domestic smartphone casings by 12%, intensifying price competition among brands like Xiaomi and OPPO [5]. Group 4: Market Dynamics and Consumer Behavior - African consumers are increasingly purchasing Chinese mobile phones and agricultural machinery, with Transsion mobile sales in Nigeria surging by 200% and Lovol harvesters becoming popular in Zambia [7]. - The formula for calculating future prices of African goods post-tariff removal is original price multiplied by (1 - tariff rate), exemplified by a 300 yuan South African diamond chocolate saving 45 yuan after the 15% tariff is eliminated [7]. Group 5: Global Trade Implications - The zero-tariff initiative is viewed by some Western media as "economic colonialism," yet African farmers benefit from increased income due to China's tariff exemptions, contrasting with the 25% "fair trade tax" imposed by European buyers [9]. - The initiative highlights the complexities of global trade dynamics, where savings for consumers in one region may challenge protectionist policies in another [9].

Core Insights - Packaging is essential for the movement of goods in global trade, acting as a critical enabler that ensures products arrive intact and on time [1][3][7] Group 1: Role of Packaging in Global Trade - Packaging protects goods from physical damage, contamination, and environmental exposure during transportation, which is vital for maintaining product quality over long distances [3][4] - Well-designed packaging absorbs stresses from vibration, stacking pressure, and temperature changes, preventing increased breakage rates that could make long-distance trade uneconomic [4] - Standardized packaging formats enhance logistics efficiency by allowing warehouses, ports, and transport networks to operate at scale, optimizing storage and reducing handling costs [5] Group 2: Information and Compliance - Packaging carries essential information such as shipping marks, handling instructions, barcodes, and tracking data, which are crucial for the correct identification and routing of goods in international trade [6] - Compliance with regulatory requirements is supported by packaging, which helps businesses meet legal, safety, and documentation standards necessary for cross-border trade [8][9] - Specific packaging rules apply to various products, especially in sectors like food and pharmaceuticals, where failure to comply can lead to rejected shipments or market exclusion [9]

南方财经 21世纪经济报道记者胡慧茵广州报道 2026年是"十五五"规划开局之年，外国驻穗官员如何展望与广东的合作机遇？ 1月26日，秘鲁驻广州总领事馆总领事鲁本·埃斯皮诺受邀旁听广东省十四届人大五次会议开幕会。他在 会后接受了21世纪经济报道记者的采访。埃斯皮诺表示，广东和秘鲁合作良好，在广州的四年里推进过 不少合作项目，集中在文化和贸易领域。 采访中，埃斯皮诺还谈到了中国与秘鲁的深厚联系，"秘鲁是最早接纳中国移民的拉丁美洲国家之一， 早期华人移民为我国的经济发展乃至今天稳固的经济基础作出了重要贡献。"他进一步表示，秘鲁一贯 积极参与全球贸易，在世界各地有许多合作伙伴，其中广东是他们开展贸易合作的主要伙伴之一，"如 今我们积极推进APEC合作进程，希望能够更好地与华南地区的潜在投资者进行更好的交流。" （文章来源：21世纪经济报道） ...

阿通社1月22日消息，在达沃斯世界经济论坛期间举行的高级别对话中，阿联酋强调其在塑造全球 贸易未来中的积极作用。外贸部长宰尤迪表示，阿联酋以开放、伙伴关系和灵活性为核心贸易理念，致 力于维护以规则为基础的开放贸易体系，增强供应链韧性，并通过扩大全面经济伙伴关系协定网络，巩 固其连接东西方的全球贸易枢纽地位。 （原标题：阿联酋重视在全球贸易中的积极作用） ...

欧洲央行行长拉加德指出，必须谨慎对待财富分配，警惕不断扩大的不平等。国际货币基金组织总裁格 奥尔基耶娃则提到，虽然他们近期将今年全球经济增长预测值小幅上调至3.3%，但这种增长水平还不 足以减弱全球债务威胁。 世界经济论坛总裁 布伦德：真正的对话从来都不容易。它需要耐心、承诺和创造力，但它确实是必要 的，因为缺乏沟通会加深分裂。 在主题为"全球经济展望"的本年年会最后一场分论坛上，世界贸易组织总干事伊维拉表示，全球贸易领 域遭受了80年来最严重的冲击，贸易规则受到削弱，必须在各个层面增强韧性以应对未来的不确定性。 （央视财经《天下财经》）当地时间23日，世界经济论坛2026年年会在瑞士达沃斯落下帷幕。与会嘉宾 普遍认为，一个快速变化的世界需要更多对话与合作来应对全球性挑战。 世界经济论坛总裁布伦德在闭幕致辞中总结称，对话是推动世界前进的必要条件。加强市场建设、化解 冲突对立，实现包容性增长并确保其惠及各方，都需要决策者们开展对话。 转载请注明央视财经 编辑：令文芳 ...

世界经济论坛总裁布伦德在闭幕致辞中说，对话是推动世界前进的必要条件。加强市场建设、促进互动 交流、化解冲突对立，实现包容性增长并确保其惠及各方，都需要决策者们开展对话。"真正的对话从 来不易，它需要耐心、承诺和创造力，但不可或缺。" 【纠错】 【责任编辑:张欣然】 谈及如何应对人工智能技术变革带来的风险，伊维拉说："这恰恰说明我们需要考虑全球合作。没有任 何一个国家或地区能独自承担起监管人工智能的责任。" 欧洲央行行长拉加德指出，必须谨慎对待财富分配，警惕正在不断扩大的不平等，"如果不重视这一 点，我们将会面临真正的麻烦"。拉加德认为，信任已经在一定程度上受到侵蚀，她呼吁秉持对话精神 重建信任。 沙特财政大臣穆罕默德·贾丹说："我们必须确保推动更多对话与合作，支持世界经济论坛、世界银行、 国际货币基金组织等机构，因为应对不确定性需要这些机构提供支持。" 新华社瑞士达沃斯1月23日电（记者焦倩 张兆卿）世界经济论坛2026年年会23日在瑞士达沃斯落下帷 幕。在当天举行的年会最后一场分论坛上，与会嘉宾普遍认为，一个快速变化的世界需要更多对话与合 作来应对全球性挑战。 世界贸易组织总干事伊维拉表示，全球贸易领域遭受 ...

（原标题：迪拜环球港务集团调研：尽管贸易壁垒上升，贸易领袖对2026年仍保持信心） 全球贸易前景看似脆弱，但企业信心仍然稳健。这是迪拜环球港务集团最新发布的《全球贸易观察 （GTO）2026年度展望报告》的核心结论。报告显示，尽管贸易摩擦与市场波动加剧，仍有94%的受访 者预计，2026年的贸易增长速度将与2025年持平或更快。 本次调研于世界经济论坛年会召开前进行，覆盖来自19个国家、8大行业的3500名供应链与物流领域高 级管理人员。 整体来看，54%的受访者预计2026年贸易增长将快于2025年，40%认为将保持相当水平。这一乐观预期 是在复杂的宏观背景下形成的：53%的受访者预计将面临高或极高的政策不确定性，90%认为贸易壁垒 将会增加或至少维持现状。然而，仅有25%的受访企业预计这些挑战会对其业务产生负面影响，49%认 为不会受到影响，另有26%的企业甚至预期这将带来正面影响。 这一来自一线企业的信心，与部分宏观预测形成鲜明对比。国际货币基金组织（IMF）预计，2026年全 球贸易量增速可能放缓至2.3%，低于2025年3.6%的预估水平。 在被问及2026年最具贸易增长潜力的地区时，受访高管最常提 ...

Currency Market Analysis - Current market sentiment indicates a panic regarding global trade, which is viewed as an opportunity to buy the US dollar near the 50-day EMA at 99.11 [1] - The decline of the Euro and British pound is contributing to the potential strengthening of the US dollar, with a focus on buying against most currencies except for higher-yielding exotics like the Mexican peso and South African rand [2] - The US dollar is forming a bottoming pattern since June of the previous year, with expectations of gaining momentum later this year, although the current phase is characterized by caution [3] Gold Market Insights - The gold market is not considered a shorting opportunity, with current pullbacks viewed as buying opportunities, particularly around the 4,640 level [4] - Gold is preferred over silver due to the volatility and speculation surrounding the silver market, which can lead to significant losses [5] - Central banks are continuing to accumulate gold, and the notion that a strengthening US dollar is detrimental to gold prices is challenged by historical precedents, such as the 1980s when both assets rose simultaneously [6]