就在美国准备向包括印度在内的12个国家发出最后通牒的时候，印度突然出手，宣布要对美国的一些商品加征高达7.25亿美元的报复性关税。 这招可真是打乱了特朗普原本安排好的谈判节奏，也让全世界看清楚了——印度这次是认真的，它不接受美国的最后通牒，也不会任由别人摆布。 印度应对美关税制裁 这场突然的反击，正好赶在了美国对等关税的90天缓冲期快要结束之前。7月9日，也就是两天后，美国就要正式对那些没签贸易协议的国家，开始新一轮的 关税制裁了。 就在这个关键时刻，印度动作非常快，几乎是闪电般地在WTO的框架下提交了正式文件，准备应对美国的极限施压。 印度坚决反对开放农业市场 印度政府的态度非常明确，农业和乳制品这两个领域是绝对不能让步的"红线"，任何想逼迫印度在这两个方面开放市场的做法，都会遭到坚决反对和强硬反 击。 四月份的时候，特朗普宣布了一个对等关税的政策，给了全球170多个国家90天的缓冲期，要求他们尽快和美国达成贸易协议。他的目的就是用高额关税来 施压，迫使其他国家签下对他有利的贸易协定，把"美国优先"的这套逻辑强行塞进全球的贸易体系里。 印度硬刚美国原因 在白宫的计划里，印度本来应该是第一个"认怂"、签协议的 ...

Group 1 - The Indian government has imposed a temporary 12% tariff on 22 categories of steel products imported from China, aligning with the U.S. initiative for a "non-Chinese supply chain" amid the U.S.-China trade war [1][3] - India's steel imports from China are significant, with 1.87 million tons expected in 2024 and 2025, accounting for 28% of total imports, while South Korea holds the largest share at 31% [1] - The imposition of tariffs is seen as a move to protect local industries, but it has raised concerns about the impact on downstream industries in India, such as Tata Motors, which relies heavily on Chinese steel [5][7] Group 2 - Following India's tariff announcement, U.S. President Trump indicated a potential reduction in tariffs on China, causing fluctuations in global stock markets, including a 2.66% rise in the Dow Jones index [3] - The Indian government's strategy to balance relations between the U.S. and China has been criticized as shortsighted, with the "Make in India 2.0" initiative facing challenges, as manufacturing's contribution to GDP is only 13%, far below the targeted 25% [7][9] - The reliance on Chinese components is evident, with 92% of smartphone displays and 78% of batteries used in Indian-assembled devices sourced from China, highlighting vulnerabilities in India's "assembly economy" [7]