2024年2月，在慕尼黑安全会议上，美国国务卿布林肯回应中美之间的紧张关系时，引用了一句美国俚语：在国际体系中，你要么坐在桌边，要么就是菜单 上的菜。这句话直接表达了实力主导的丛林法则，在全球范围内引发了广泛报道，许多人认为这是美国对较弱国家的警告。此时，拜登政府还在积极拉拢西 方盟友，以应对中俄挑战，强调集体机制以维持领导地位。布林肯的言论无疑是在向各国传递一种外交信号，即只有依靠强大的力量才能保持自己的地位， 避免被其他国家吞并。 2024年11月，特朗普再次当选为美国总统，并于2025年1月正式就职。特朗普以商人风格著称，这使得他的外交政策更加注重利益交换。在他的领导下，美 国开始重新审视其盟友关系，将其视为一种可以利用的资源，转而采取一对一的谈判方式。2025年4月，美国宣布对多个国家加征额外关税，以增加国内财 政收入。日本是第一个感受到压力的国家，特朗普批评日本的贸易顺差过大。2025年7月23日，美国与日本签署了一项协议，规定对大多数产品征收15%的 关税，而日本汽车关税则从27.5%降至15%。与此同时，日本承诺将向美国基础设施注入5500亿美元资金。 在这场谈判中，特朗普特别强调了公平贸易的重 ...

欧盟委员会发言人随后表示，对中方的决定感到失望，认为这不利于双方关系的稳定发展。有消息称，法国方面已敦促欧盟层面就此作出协调应 中方相关部门在公告中强调，调查始终遵循中国法律法规和世界贸易组织规则，保障了各利害关系方的权利。措施的出台是基于调查得出的结论，旨在维 护公平贸易环 根据商务部发布的消息，中方决定对原产于欧盟的进口装入200升以下容器的乳酪、凝乳、黄油等乳制品，实施临时反补贴税措施。该调查始于2024年8 月，主管部门经过法定程序，初步认定相关产品接受了补贴，并对中国国内产业造成了实质损 此次措施迅速落地，直接影响了法国、荷兰、意大利等欧盟主要乳制品生产国。中国市场是欧洲高端农产品的重要出口目的地，尤其是奶酪、奶油等品 类。分析人士指出，这一举措意在平衡双边贸易关系，为后续对话创造空 中国对原产于欧盟的进口相关乳制品征收临时反补贴税的决定正式生效。此举被视为对欧盟此前在电动汽车领域行动的回应，标志着双方贸易关系进入新 的阶 此次贸易动态是近期中欧经贸关系中的一环。此前，欧盟宣布对来自中国的电动汽车加征关税。作为回应，中方不仅启动了本次乳制品调查，还依据相关 法律对原产于欧盟的进口猪肉等产品发起了调 ...

该来的，终于来了。而且，来得干脆利落。 今天，中国商务部正式发布公告：自12月17日起，对原产于欧盟的进口猪肉及猪副产品，征收反倾销 税。 一纸公文，白纸黑字。执行期限，五年。 这不是临时起意，而是一场酝酿了一年半、证据确凿的"精确反击"。它的信号，远比关税数字本身更响 亮：中国人做事，有理、有利、有节。但该算的账，一笔也不会少。 当时，以冯德莱恩为代表的欧盟委员会，上演了一出"无原告起诉，自己当裁判"的荒诞戏。 没有欧洲车企正式申诉，欧盟委员会自己跳出来，说中国新能源车有"补贴问题"，然后自己调查，自己 宣判，火速加征了高达17.4%至38.1%的临时关税。 这叫什么？这叫"程序流氓"。 1. 这记"回旋镖"，精准命中欧洲的"钱袋子" 很多人看到新闻可能会问：为什么是猪肉？ 这得从一年多前说起。2024年6月，中国商务部正式对欧盟猪肉启动反倾销调查。调查需要时间，也需 要程序正义。现在，终裁落地，证明欧盟猪肉确实存在倾销行为，并对中国相关产业造成了实质损害。 法律程序，无可指责。 但明眼人都知道，这记"回旋镖"，飞行的轨迹早已划定。它的起点，正是欧盟不顾规则、赤膊上阵，对 中国新能源汽车挥舞关税大棒的那一刻 ...

关于在线平台监管，电子交易发展局(ETDA)已发布一项法规，要求电子商务平台披露卖家和产品信 息，并实施通知和下架机制，该法规将于2025年12月31日生效。 据泰媒报道，12月9日，副总理埃尼迪以非法外国商品和企业管理与处置委员会(CMC)主席的身份，召 集了CMC下属各机构2025年的首次会议。会议讨论了如何制定更有效、更切实可行的策略，以解决非 法外国商品和企业问题。并指出，目前已实施严格措施，对进口商品进行检查。包括将整箱货运(FCL) 开箱率从20%提高到30%，在风险较高的边境检查站(那空帕侬府和莫达汉府)实施100%X光安检，并对 超过86,087名违法者提起诉讼。此外，自2026年1月1日起，海关部门将对价值1泰铢及以上的商品征收 进口关税和增值税(VAT)，以促进泰国企业和中小企业与廉价进口商品之间的公平贸易，并防止从国外 进口不合格、低质量产品。 ...

文/三玄 在经历中欧之间的多轮沟通以及法国总统马克龙访华之后，欧盟终于在稀土供应方面收到了好消息。据 欧盟贸易和经济安全专员谢夫乔维奇12月15日透露，中国已开始向欧洲企业发放有效期长达一年的稀土 通用许可证。 从中国今年4月建立稀土出口稀土许可证制度以来，欧盟不止一次地认为中方的程序过于繁琐，10月份 进一步升级了稀土出口管制措施，并与美国在吉隆坡举行经贸谈判之后，欧盟方面的担忧也随之加剧， 唯恐自己不在中方"暂停稀土出口管制"的适用名单之中。 欧盟贸易和经济安全专员谢夫乔维奇 根据欧盟方面11月的说法，欧洲企业在中国实施出口管制以来提交了约2000份稀土申请，其中获批数量 刚过一半，如何确保获得更稳定的稀土供应就成了欧洲的重点事项，如今中方的这一决定，终于可以让 欧盟方面松一口气了。 中方一再强调，实施稀土出口管制是为了更好地维护国家安全和履行国际防扩散义务，事实证明我们也 的确说到做到，此时调整相关措施也是为了更好地维护国际供应链的稳定。不过这并不意味着中欧之间 的贸易矛盾已经彻底解决。就在谢夫乔维奇宣布这一消息的第二天，中国商务部就发布了公告，决定从 12月17日起，对原产于欧盟的进口相关猪肉及猪副产 ...

马克龙刚从中国飞回巴黎，脚还没站稳，就对着媒体放出一通话。 他语气急切，说欧洲工业正处在生死边缘，需要中国投资、需要中国技术，甚至直接喊出"请帮帮我们"。 但紧接着话锋一转，警告意味十足——如果中欧贸易失衡问题不解决，欧盟可能会跟进美国，对中国商品加征关税。 表面看，这番话似乎合情合理，既承认困境，又保留底线。 可细究起来，这根本不是求援，而是一场精心包装的权力索回。 欧洲确实在焦虑：能源价格高企，工厂外迁，创新停滞，这些都不是新问题。 但把所有症结归咎于中国，把产业衰退说成是被"中国倾销"扼杀的结果，这分明是在转移内部矛盾。 马克龙反复强调货物贸易逆差，却对另一面避而不谈——欧盟在服务贸易上对中国长期顺差，在华运营的欧洲企业每年赚取数千亿欧元利润。 这就像一个商人天天抱怨进货成本太高，却闭口不提自己靠品牌溢价和渠道控制赚得盆满钵满。 所谓"中国用低价产品杀死欧洲客户"的说法，逻辑上根本站不住脚。 全球市场本就是自由选择，客户之所以买中国货，是因为产品有竞争力，交付快，迭代迅速，售后响应及时。 当欧洲某些传统工业品在性价比和更新节奏上全面落后，市场自然会用脚投票。 把这种市场自发选择的结果，硬说成是中国"不公 ...

Core Insights - The 8th China International Import Expo (CIIE) is taking place from November 5 to 10, 2025, amidst a backdrop of renewed trade tensions between China and the U.S. due to the "reciprocal tariff war" initiated by the Trump administration [1][3] Group 1: Significance of CIIE - CIIE is a unique platform focused solely on imports, reflecting China's commitment to balancing trade rather than solely emphasizing exports [3][10] - The event aims to demonstrate China's openness to global trade and its intention to foster trade balance with other countries [3][10] Group 2: Practical Outcomes - The Shanghai State-owned Assets Division signed contracts worth nearly 3 billion yuan, with significant procurement intentions in key sectors like bulk commodities and biomedicine [8][10] - The healthcare sector also benefited, with over 2 billion yuan spent on imported medicines and supplies, directly alleviating the medical burden on citizens [10] Group 3: Global Trade Dynamics - The CIIE serves as a platform for countries lacking export capabilities to enhance their strengths and develop products suitable for the Chinese market [11][24] - The event highlights China's role as a staunch advocate for free trade, contrasting with the U.S.'s recent shift towards protectionism [15][24] Group 4: Future Trade Relations - There is potential for U.S.-China trade to reach 1 trillion USD, with suggestions for increased U.S. exports of competitive goods to China [20][22] - The importance of mutual respect and cooperation between the U.S. and China is emphasized, as both nations can benefit from a collaborative approach rather than a confrontational one [22][24]

Core Insights - The EU is increasingly anxious about the rare earth situation following the US-China trade talks, leading to frequent meetings with Chinese representatives to seek favorable outcomes [1][3] - The establishment of a "special communication channel" between the EU and China indicates a strategic shift in the EU's approach to rare earth issues, with a focus on expediting the processing of applications from European companies [1][3] Group 1: EU's Rare Earth Strategy - EU Trade Commissioner Šefčovič revealed that over half of the approximately 2,000 applications submitted by European companies since China's rare earth export controls were implemented have been approved [1][3] - The EU aims to develop local resources in Estonia, but the timeline for production is estimated to take 5 to 8 years, highlighting the urgency of securing immediate supplies from China [3][4] - The EU's green transition, particularly in the electric vehicle and wind energy sectors, is heavily dependent on rare earth materials, with demand projected to triple by 2025 [3][6] Group 2: China's Position and Strategy - China's rare earth industry benefits from a complete supply chain, allowing it to convert raw materials into high-value products, creating a dual barrier of technology and resources [6][7] - The Chinese government emphasizes "fair trade" in its dealings, indicating that compliance with regulations is necessary for companies seeking to access rare earth supplies [7][9] - The establishment of the "special channel" is seen as a mutual benefit, with the EU needing stable supplies for its green transition and China seeking to maintain its market dominance [9][12] Group 3: Geopolitical Implications - The EU's reliance on China for rare earths reflects a contradiction in its strategy, as it previously aligned with the US against China but now seeks cooperation in critical resource areas [6][10] - Internal divisions within the EU regarding its approach to China may provide China with leverage in negotiations, as different member states have varying priorities [12][10] - The ongoing rare earth competition is characterized as a resource, technology, and regulatory battle, with the potential for future conflicts if the EU does not reciprocate China's cooperation [15][12]

Core Points - Mexico has imposed tariffs of up to 50% on 1,400 Chinese goods, marking a significant shift in its trade policy towards China [1][3] - The tariffs are part of a broader strategy to protect domestic industries under the guise of the "Plan Mexico" initiative, but they appear to specifically target Chinese imports [3][5] - The U.S. has exerted pressure on Mexico to reduce trade with China, threatening to increase tariffs on Mexican goods if compliance is not met [7][9] Group 1: Tariff Details - The tariff rates include a 50% increase on automobiles, with parts ranging from 10% to 50%, and a 35% tax on steel products [3][5] - The list of goods affected is notably exclusive to China, as products from countries with free trade agreements with the U.S. and Canada are exempt [5][9] Group 2: China's Response - China reacted swiftly by launching anti-dumping investigations on pecans from Mexico and the U.S., which are significant exports for Mexico [11][13] - Additionally, China is investigating trade barriers imposed by Mexico on various products, including automobiles and textiles, indicating a comprehensive approach to retaliate [11][13] Group 3: Economic Implications - The trade conflict could lead to a 0.3% reduction in Mexico's GDP growth rate, with potential long-term impacts on employment and investment confidence from Chinese firms [23][25] - If the situation escalates, it is projected that trade between China and Mexico could decline by over 30%, severely affecting Mexico's economy [31][34] Group 4: Broader Regional Impact - The situation in Mexico serves as a warning to other Latin American countries, with concerns that similar pressures from the U.S. could lead to a 25% reduction in trade with China across the region [19][21] - Countries like Brazil and Argentina are closely monitoring the developments, fearing they may become targets of U.S. trade pressures as well [19][21] Group 5: International Trade Dynamics - The incident highlights the growing tensions in international trade, with unilateralism and protectionism threatening the foundations of multilateral trade rules [31][34] - The Chinese government emphasizes the importance of fair trade and cooperation, contrasting its approach with the U.S. strategy of coercion [31][34]

Core Insights - The U.S. soybean industry is facing an "export crisis" with storage facilities nearly empty and farmers struggling to sell their crops due to a significant drop in demand, particularly from China, which has shifted its purchases to South America [1][3][5] - The impact of Trump's tariff policies is evident, as they have raised soybean prices, making U.S. soybeans less attractive to Chinese buyers, who are now diversifying their import sources [7][16] - The U.S. government has provided subsidies, but these are insufficient and do not address the underlying market issues caused by trade policies [5][18] Group 1 - The primary issue is the lack of buyers for U.S. soybeans, especially from China, which previously was the largest customer [3][5] - Farmers are experiencing significant distress as they have a good harvest but are unable to sell their crops, leading to a situation where soybeans are considered "unsold goods" [3][5] - China's refusal to purchase U.S. soybeans is linked to the imposition of tariffs, which they view as unfair trade practices [5][7] Group 2 - The U.S. administration is caught in a dilemma between maintaining a tough stance against China and the need to secure agricultural votes from farming states [11][20] - Trump's contradictory statements about the need for China as a market while simultaneously refusing to lift tariffs create confusion and undermine credibility [11][20] - The U.S. government's attempts to find new markets are unrealistic, as few countries can match China's purchasing power and stability [13][20] Group 3 - The core of the soybean issue lies not in supply and demand but in the policy approach and negotiation tactics employed by the U.S. [16][22] - China is open to purchasing U.S. soybeans but insists on the removal of tariffs as a prerequisite for any trade [18][25] - The future of U.S.-China trade relations hinges on the U.S. willingness to engage in fair negotiations rather than relying on pressure tactics [20][25]