16日的对日关税下调，意味着美国政府开始履行7月日美达成协议的内容。除了汽车关税外，特朗普于4 日签署的总统令中，还列入了对日本适用对等关税减负措施，以及将飞机零部件关税降至零的措施…… 美国特朗普政府将于美国东部时间9月16日凌晨0点1分（日本时间16日下午1点1分）对日本下调汽车关 税，当天将在《联邦公报》上刊登。加上现行的2.5％关税，日本出口至美国的汽车关税负担将从27.5％ 降至15％。 特朗普政府于9月15日公布了这一消息。美国总统特朗普于4日签署总统令，决定根据日美贸易协议将 25％的对日汽车关税下调至12.5％。 特朗普还在总统令中列入了对日本适用对等关税减负措施，以及将飞机零部件关税降至零的措施。 飞机零部件方面，包括发动机零部件、飞机用蓄电池、机舱内显示器、雷达、空调设备等超过490个品 类已从特朗普关税对象名单中移除。 飞机零部件中曾包含之前作为"衍生产品"被征收钢铝关税等的零部件，自16日凌晨0点1分起，这些税负 也将取消。 16日的对日关税下调，意味着美国政府开始履行7月日美达成协议的内容。特朗普4日签署总统令时，日 本经济财政再生相赤泽亮正曾在记者会上显示出预期称，"（距离实际下调 ...

美国总统特朗普周四签署了一项命令，以执行 7 月份宣布的降低 日本汽车进口和其他产品关税的。 在经过数月的谈判之后，美国和一个重要的亚洲盟国 ，正式签署了 这项协议，减少了庞大的日本汽车 行业的不确定性，并确认了日本对美国项目投资5500亿美元的协议。对日本汽车的低关税将在命令公布 后七天生效。部分关税减免追溯到 8 月 7 日。媒体此前援引日本政府消息人士的话报道称，特朗普的命 令还意味着美国对日本汽车的关税税率将从目前的27.5%降至15%，并将于本月底生效。 责任编辑：栎树 ...

Group 1: Gold Futures Market - The total amount of gold futures in the Shanghai Futures Exchange is 35,643 kilograms, with an increase of 2,181 kilograms compared to the previous day [1] - The main gold futures opened at 771.30 CNY per gram, with a high of 772.44 CNY and a low of 766.86 CNY, currently trading at 770.28 CNY, reflecting a change of 0.37% [1] - Trading volume reached 260,701 contracts, with an open interest of 217,080 contracts, increasing by 2,975 contracts for the day [1] Group 2: Pakistan-US Trade Agreement - A new trade agreement between Pakistan and the US aims to enhance bilateral trade, expand market access, and attract investment, particularly in energy, minerals, IT, and cryptocurrency sectors [1] - The agreement includes a reduction in reciprocal tariffs, especially on goods exported from Pakistan to the US, although specific tariff rates were not disclosed [1] - The Finance Minister of Thailand expects to receive information on US tariff rates within 24 hours [1]

Core Points - The S&P 500 index increased by 0.06%, while the Dow Jones rose by 132 points, reflecting a gain of 0.30%. The Nasdaq, however, experienced a decline of 0.29% [1] Group 1 - The reduction of tariffs on Philippine goods from 20% to 19% by President Trump may impact trade dynamics and pricing strategies for companies involved in importing these goods [1]

Group 1 - Canada has withdrawn its digital services tax (DST) targeting major tech companies like Meta and Alphabet to facilitate trade negotiations with the U.S. [2][4] - The withdrawal of the DST is expected to significantly advance trade talks, with a goal to reach an agreement by July 21 [2][4]. - The DST, which was set at a 3% rate on revenues exceeding CAD 20 million (approximately USD 14.6 million), would have cost large tech companies billions annually [4]. Group 2 - The U.S. has reduced tariffs on British automobiles to 10%, down from 25%, as part of a new economic agreement between the U.S. and the UK [6]. - The new tariff rate applies to a quota of 100,000 cars per year, benefiting companies like Jaguar Land Rover compared to competitors from other countries [6]. - The UK remains the only country exempt from the U.S. global 25% steel tariff, but negotiations for a zero-tariff agreement on steel are ongoing and face challenges [6][7].

Group 1 - Canada has withdrawn its digital services tax (DST) targeting major tech companies like Meta and Alphabet to facilitate trade negotiations with the U.S. [3][4] - The U.S. and Canada aim to resume trade talks and reach an agreement by July 21, with significant economic interests for both nations, as Canada exports a large portion of its goods to the U.S. [3][4] - The digital services tax, which was set at a 3% rate on revenues exceeding 20 million CAD (approximately 14.6 million USD), will be completely abolished, relieving tech companies of substantial costs [4][5] Group 2 - Starting Monday, U.K. automotive manufacturers will face a reduced tariff of 10% on exports to the U.S., down from the previous 25% [6][7] - The agreement between the U.S. and U.K. also includes a reduction of tariffs on aerospace products to zero, although steel tariffs remain at 25% [7][8] - The new tariff structure is expected to benefit companies like Jaguar Land Rover, while the U.K. continues to negotiate for a zero-tariff agreement on steel [7][8]

Core Viewpoint - China's exports to the United States in May amounted to $28.8 billion, representing a year-on-year decrease of 35%, the largest drop since February 2020 when the COVID-19 pandemic began [1][2]. Group 1: Export Data and Trends - The decline in exports to the U.S. has worsened compared to April's 21% drop, despite a mutual reduction of additional tariffs by 115% agreed upon during ministerial talks in Switzerland on May 10-11 [1][2]. - The significant drop in exports is attributed to high tariffs that had previously hindered shipments, with companies needing time to adjust and resume normal operations post-tariff reduction [3][4]. - Specific categories of goods, such as smartphones, toys, and furniture, have seen a decline in exports compared to the same period last year, with smartphones down over 20% [5]. Group 2: Future Outlook - Predictions indicate a temporary recovery in June, with a surge in exports expected to continue until August [4]. - Despite the challenges in U.S. exports, China's overall exports to other countries remain strong, with ASEAN being the largest export destination, showing a 15% increase compared to last year [6].

Core Insights - The recent reduction of tariffs between China and the United States has led to a surge in orders from American buyers, with many companies experiencing a significant increase in demand [1] Group 1: Tariff Impact - The tariff reduction has created a 90-day window during which American buyers are eager to stock up on goods, leading to a rush in orders [1] - Companies like Shanghai Weida Shade Equipment Co., Ltd. reported receiving immediate orders, with one client placing an order worth $100,000 on the night of the tariff announcement [1] Group 2: Buyer Behavior - American buyers are prioritizing speed over price, with some placing orders without negotiating prices, indicating a strong urgency to secure products before the tariff window closes [1] - Some buyers have already begun ordering in advance for the upcoming Christmas season, reflecting a strategic approach to inventory management [1]

Core Insights - The article highlights a surge in U.S. orders from China due to a temporary reduction in tariffs, with U.S. buyers rapidly increasing their purchases to stock up before the tariff window closes [1][5]. Group 1: Tariff Reduction Impact - U.S. and China agreed to lower tariffs by 115% (from 145% to 30%) within 90 days, leading to a nearly 300% increase in container shipping bookings from China to the U.S. [1] - American buyers are placing large orders without negotiating prices, aiming to stock up for upcoming seasons, including preparations for the Christmas season [1][5]. Group 2: Industry Demand and Growth - Categories experiencing significant order growth include apparel, jewelry, beauty products, home and garden, and consumer electronics, with automotive parts up 62%, machinery up 46%, and 3C & new energy products up 42% year-on-year [5]. - Logistics data indicates a rise in cross-border package volumes to the U.S. and other countries, confirming increased demand in the U.S. market [5]. Group 3: E-commerce and Promotions - Alibaba International launched a special promotion for U.S. orders on the day the tariff adjustments took effect, resulting in a double-digit year-on-year increase in order volume and over a threefold increase month-on-month [8]. - A major promotional event is planned for June, aimed at further boosting U.S. orders and enhancing the flow of trade, marking a new peak season for foreign trade [8].

Core Viewpoint - The Japanese government is considering including "tax rate reduction" as an option in negotiations with the U.S. regarding tariffs, particularly concerning previously requested automotive additional tariffs and reciprocal tariffs [1] Group 1: Negotiation Context - The decision to consider tax rate reduction comes in response to U.S. President Trump's negative stance on tariff removal and the U.S. reaching multiple tax reduction agreements with China and the UK [1] - The aim of this consideration is to break the deadlock in Japan-U.S. negotiations [1] Group 2: Upcoming Meetings - Japan's Economic Revitalization Minister, Akira Amari, is scheduled to attend the third ministerial meeting on May 23, Eastern Time [1] - Negotiation insiders indicate that the U.S. has consistently refused to remove tariffs and intends to exclude Japan's key concerns regarding additional tariffs on automobiles, steel, and aluminum from discussions [1] Group 3: Perception of Tariff Applicability - Following the U.S.-UK agreement on "limited import quantity low tariff quotas," there is a general belief in Japan that "automotive tariffs could also be applicable" [1]