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反击美国关税,欧洲想要跟加拿大和日本联手
Hua Er Jie Jian Wen· 2025-07-14 03:10
Core Viewpoint - The European Union (EU) is preparing to respond collectively with other countries affected by the new tariffs imposed by the United States, particularly targeting a 30% tariff on products from Mexico and the EU starting August 1, 2025 [1]. Group 1: EU's Response to US Tariffs - The EU is coordinating with Canada and Japan to discuss potential joint actions against the new tariffs [1]. - The EU has a current retaliation list that will impact approximately €210 billion ($245 billion) worth of US goods, along with an additional list worth €720 billion for further measures [2]. - EU Commission President Ursula von der Leyen stated that while the EU has paused countermeasures until August 1, they are preparing further retaliation measures to ensure readiness [1][2]. Group 2: Trade Negotiations Focus - Ongoing negotiations between the EU and the US are centered on unresolved issues, particularly concerning automotive and agricultural tariffs [5]. - The preliminary agreement discussed includes a 10% tariff on most EU exports and a proposed 17% tariff on agricultural products from the EU [5]. - The EU aims to keep agricultural export tariffs below 10% and opposes mechanisms that would allow tariff reductions in exchange for investments, to prevent production shifts [5]. Group 3: Use of Trade Tools - The EU's most powerful trade tool, the Anti-Coercion Instrument (ACI), is not currently being activated, as stated by von der Leyen [3]. - French President Emmanuel Macron emphasized the need for credible countermeasures, including the ACI, if no agreement is reached before August 1 [4].
欧盟将在美贸易协议中保护空客,法拉利将遭遇损失
Hua Er Jie Jian Wen· 2025-07-09 01:41
Group 1 - The EU is in urgent negotiations with the US regarding a trade agreement aimed at protecting key industries from significant tariff impacts, with Airbus being a priority target for protection [1][3] - The EU is close to reaching a preliminary agreement with the US that would exempt commercial aircraft from certain tariffs, benefiting Airbus [1][3] - The discussions include a "countervailing mechanism" that would allow European car manufacturers with factories in the US to export a certain number of cars tariff-free, benefiting companies like BMW, Mercedes, and Volkswagen [1][2] Group 2 - The EU's industrial chief emphasized that Airbus should not be affected by an additional 10% tariff due to "unfair competition" from Boeing, indicating that protecting Airbus aligns with economic interests [3][4] - Analysts note that the imposition of tariffs could significantly suppress demand, impacting Airbus's overall financial health, while Airbus's global production network provides a competitive advantage [4] - The US has shown some flexibility, with the Transportation Secretary expressing support for returning to a historical trade agreement that exempted aircraft and parts from cross-border tariffs, which previously created a trade surplus for the US [4]
特朗普对14国加征最高40%关税,欧美协议能否在7月9日前紧急冲线?
Di Yi Cai Jing· 2025-07-08 11:26
Group 1 - The article discusses the potential short-term and non-binding nature of any preliminary trade agreement between the US and EU, with a focus on tariffs imposed by the US on imports from 14 countries starting August 1 [1][4] - The EU is negotiating to maintain a 10% baseline tariff while seeking exemptions for sensitive industries like aircraft and spirits, and discussions are ongoing regarding a 25% reduction in auto tariffs [1][5] - There is a significant divergence within the EU regarding the acceptance of agreement terms, with Germany advocating for a deal while France emphasizes a strong stance against high tariffs [5][6] Group 2 - The economic impact of US-EU trade negotiations is expected to vary, with a baseline scenario suggesting a potential agreement later this year that could exert short-term pressure on European economic growth and corporate profits [2] - Recent data indicates a decline in Germany's exports, particularly to the US, with a 7.7% drop in May, marking the lowest level in three years, which may signal challenges for European exports in the coming months [7][8] - The possibility of a breakdown in negotiations could lead to higher tariffs and economic recession for Europe, although there remains optimism for a compromise that could benefit both parties, particularly in defense spending and energy procurement [8]
欧盟急了,想要让步
Guan Cha Zhe Wang· 2025-07-08 07:34
Group 1 - The EU is seeking to finalize a preliminary trade agreement with the US by July 9, aiming for a 10% tariff rate and laying the groundwork for a permanent agreement [1][3] - EU Commission President Ursula von der Leyen had a positive discussion with President Trump, increasing hopes for an agreement before the deadline [1][3] - The EU may make limited concessions on tariffs for aircraft, medical devices, and spirits, while still pursuing exemptions for key products [1][3] Group 2 - The EU is pushing for the US to provide quotas and exemptions to reduce the 25% tariffs on cars and parts, as well as the 50% tariffs on steel and aluminum, although these terms may not be included in the upcoming agreement [1][3] - There are internal divisions within the EU regarding whether to accept an "asymmetrical" agreement, with some members advocating for a quick deal to avoid uncertainty, while others prefer to enhance their negotiating position [3][4] Group 3 - The US has postponed the implementation of "reciprocal tariffs" until August 1, which could lead to a significant increase in tariffs on nearly all EU exports if no agreement is reached [4] - The EU has already approved tariffs on $21 billion worth of US goods in response to US metal tariffs and is preparing additional tariffs on $95 billion worth of US products [4][5] Group 4 - The trade relationship between the US and EU has been strained, with the US imposing higher tariffs since Trump's administration, impacting both economies negatively [5] - Research indicates that a 10% to 25% tariff increase on European imports could lead to a 0.3% decline in EU GDP and a 0.7% decline in US GDP [5]