布鲁盖尔研究所非常驻研究员、欧盟委员会贸易总司原司长伊格纳西奥.加西亚.贝尔塞罗(Ignacio garcía bercero)在2025外滩年会期间接受21世 纪经济报道记者专访时指出，美欧关系正处于"高度扰动阶段"。他强调，欧盟必须加强与那些仍坚持基于规则的贸易体系、并致力于维护稳健 对欧关系的国家合作。 布鲁盖尔研究所非常驻研究员、欧盟委员会贸易总司原司长伊格纳西奥.加西亚.贝尔塞罗(Ignacio garcía bercero) 南方财经21世纪经济报道记者郑青亭上海报道 美国反复无常的贸易政策正持续削弱跨大西洋伙伴关系的信任基础。关税频繁调整、数字税争端及232调查等单边举措，迫使欧盟重新审视对 美关系的可靠性，双方在规则共识与战略协作方面均面临挑战。 贝尔塞罗认为，美欧贸易正经历"根本性演变"，从奥巴马政府未能达成协定，到特朗普时期的单边关税，再到拜登政府以安全为导向的合作， 始终缺乏稳定性。当前美国彻底转向激进贸易政策，对欧盟采取强硬立场，今年7月达成的框架协议仅为"风险缓解"措施，远未构成稳固基 础。因此，欧盟需推动对美关系"去风险化"，并深化与信奉多边规则国家的合作。 展望未来，贝尔塞罗认为 ...

在这个全球竞争愈演愈烈的时代，美欧关系正面临着前所未有的考验。11月24日，美国商务部长卢特尼克与贸易代表格里尔在布鲁塞尔召开了一场备 受瞩目的闭门会议，会议主要围绕如何"共同应对中国"的主题展开。然而，在对外宣示同盟的友好姿态之下，暗流涌动的美欧关系再次暴露出其深层 次的利益冲突。 美国显然将特朗普时期的强硬态度延续到了当前的国际舞台。尽管欧盟表现出愿意在产能过剩问题上与美国携手并进，但美方的回应却是让人吃惊的 冷淡。维持高额的钢铝税依然是美方的优先事项，即便是在政治层面上寻求与欧盟的合作也不能换来经济上的妥协。这一轮谈判不仅仅是一次例行的 外交交涉，而是美方在试图用关税作为筹码，提升其在全球经济竞争中的话语权和控制力。 分析特朗普政府的对华策略，我们可以看到其背后隐藏着更为复杂的战略考量。特朗普的目标并非单纯地对抗中国，而是最大限度地实现美国的国家 利益。从保护国内产业到重新定义全球贸易规则，这些都是其政策的核心所在。他通过高关税措施，不仅想要保护美国的钢铁和铝业等制造业，更试 图借此重新塑造全球市场的游戏规则，迫使其他国家在数字监管等领域做出让步。 可以说，特朗普政府的做法是在把关税作为一种"可控"的杠 ...

本文字数：2315，阅读时长大约4分钟 作者 | 第一财经 冯迪凡 24日，美国商务部部长卢特尼克表示，如果欧盟希望美国降低对其钢铝制品征收的50%的关税，获 得一项"优惠的钢铝"协议，就必须放松对科技公司的监管。 当日晚间，欧盟委员会副主席里贝拉（Teresa Ribera）在一份声明中表示："欧洲的数字监管规则 不容谈判。欧洲制定这些规则是为了确保市场公平，保护消费者权益，同时保障欧洲的数字化未 来。" 卢特尼克将钢铝关税与科技监管规则直接挂钩，使得欧盟在努力与美方谈判关税豁免之际陷入了新难 题。美国总统特朗普曾公开指责欧盟在商品贸易方面存在顺差，以及欧盟对美国贸易设置壁垒。此前 特朗普也明确指出，欧盟的数字监管法规正是他所谓的"对等关税"旨在针对的非关税贸易壁垒。 2025.11. 25 对外经济贸易大学法国经济研究中心主任、巴黎索邦大学博士生导师赵永升对第一财经记者表示，在 科技监管方面，欧盟坚持其"立法主权"，不会轻易用其作为谈判筹码进行交换，这已经涉及欧盟政 府治理中的基本理念，"而且在欧盟的谈判概念中，'关税'和'规则监管'本身就是两条平行的谈判议 程，一码归一码。" 面对美国欲用免除钢铝关税换 ...

面对美国欲用免除钢铝关税换得欧洲放宽科技监管的"诱惑"，欧盟给出了否定的答案。 24日，美国商务部部长卢特尼克表示，如果欧盟希望美国降低对其钢铝制品征收的50%的关税，获得一 项"优惠的钢铝"协议，就必须放松对科技公司的监管。 当日晚间，欧盟委员会副主席里贝拉（Teresa Ribera）在一份声明中表示："欧洲的数字监管规则不容谈 判。欧洲制定这些规则是为了确保市场公平，保护消费者权益，同时保障欧洲的数字化未来。" 简而言之，美欧贸易协议规定美国对多数欧盟输美商品征收15%关税，而欧盟则承诺取消对美国工业产 品以及部分农产品和食品的关税。 不过，欧盟方面一直担心，目前超过400种商品受到50%钢铝关税的影响，以及未来美国可能继续以行 业为切入点，对不同产品征收更高的关税，这将会削弱欧盟与美国达成的贸易协议以及双方商定的15% 关税上限。 在此次访问中，卢特尼克等人会见了欧盟委员会负责技术主权事务的执行副主席维尔库宁（Henna Virkkunen），并讨论了数字监管问题。据欧盟委员会称，维尔库宁强调了欧盟两项核心技术法规—— 《数字服务法》和《数字市场法》的重要性，这两项法规对在线平台和市场进行监管。 此前 ...

新华社布鲁塞尔11月24日电（记者康逸 张兆卿）欧盟成员国贸易部长会24日在比利时首都布鲁塞尔举 行，敦促美国落实美欧贸易协议是其中一项重要内容。欧盟希望美国下调对其钢铝产品征收的50%关税 等，而美方则要求欧盟放宽数字领域的相关法规，美欧贸易协议落实仍面临阻碍。 ...

Group 1: U.S.-EU Trade Relations - The U.S. trade policy is causing a fundamental shift in U.S.-EU trade relations, moving away from a rules-based system to a more aggressive stance [1][5] - The EU is facing a "perfect storm" in its steel and automotive industries due to U.S. tariffs of 50% on steel and 15% on automobiles, leading to significant pressure on these sectors [2][6][7] - The recent framework agreement between the U.S. and EU is viewed as a "risk mitigation" measure rather than a stable foundation for trade relations [5][12] Group 2: EU's Strategic Response - The EU is adopting a "diversification" strategy to reduce reliance on the U.S. by pursuing trade agreements with countries like Indonesia, Malaysia, Thailand, and India [2][10][11] - The EU aims to strengthen its internal market resilience while avoiding a protectionist path similar to the U.S. [2][11] - The EU is committed to compliance with WTO rules while addressing the challenges posed by U.S. unilateral actions [2][11] Group 3: Future Trade Disputes - The digital regulation area is anticipated to be a new focal point for trade disputes, with U.S. tech companies pressuring the government to counter EU digital rules [2][13] - Potential conflicts may also arise from EU climate legislation, particularly regarding environmental regulations [2][13] - The U.S. has threatened to initiate investigations under Section 301 against EU digital regulations, indicating a risk of escalating tensions [12][13] Group 4: WTO Reform and Leadership - The EU is called to take a leadership role in WTO reforms, focusing on key areas such as subsidy rules, economic security policies, and dispute resolution mechanisms [3][14] - Cooperation with like-minded countries and key players like China is essential for effective WTO reform, particularly in subsidy rule discussions [3][14] - The EU's strategy includes enhancing its free trade agreement network, aiming to solidify partnerships that adhere to a rules-based trade system [17]

Group 1 - The core viewpoint is that the EU's trade protectionism against Chinese products is intensifying, leading to a high-sensitivity global export environment, with measures expanding in scope, duration, and regulatory detail [1][2][3] - As of October 2025, the EU has implemented 56 anti-dumping and countervailing measures against Chinese goods, amounting to over €46 billion, affecting key industries such as rubber, steel, chemicals, and new energy batteries [1] - The average anti-dumping tax rate ranges from 30% to 70%, with some products exceeding 100%, significantly undermining the price advantage of Chinese manufacturing [1] Group 2 - Southeast Asia is emerging as a new trade hub, with re-export trade growth projected at 43% between 2024 and 2025, with Malaysia, Thailand, and Vietnam accounting for 68% of this growth [5][6] - Chinese-manufactured goods represent 39% of Southeast Asia's total re-export value, indicating that the region's re-export system is becoming a structural component of the global supply chain [5] Group 3 - The compliance aspect is becoming crucial in Southeast Asia's re-export system, moving away from gray-area practices to a more institutionalized and transparent framework [7] - The implementation of electronic origin certificate systems in regions like Port Klang, Malaysia, enhances operational legality and allows for tax optimization through compliance [7] Group 4 - The EU's trade protection measures are prompting a shift from concentrated exports to a distributed layout in supply chains, with a notable decrease in direct exports from China to the EU [9][10] - The proportion of Chinese exports to the EU directly has dropped from 17.6% to 12.3%, while re-exports via Southeast Asia have increased to 9.8%, with key products being chemicals (27%), electromechanical products (21%), and rubber and plastic products (19%) [10] Group 5 - Future trade barriers from the EU will likely focus on environmental, traceability, and social responsibility aspects, with digital origin traceability systems expected to be widely adopted [12][13] - Southeast Asian countries are adjusting their trade regulatory frameworks to align with EU green certifications and ESG standards, indicating a shift towards compliance and low-carbon management in re-export operations [12][13] Group 6 - The Southeast Asian re-export trade system is becoming a key hub for global manufacturing to navigate trade barriers, emphasizing the importance of compliance, digitalization, and regional collaboration [15] - The combination of compliant re-exports, digital traceability, and regional cooperation will enable Chinese manufacturing to gradually regain its foothold in the European market despite ongoing EU trade protections [15]

守好群众"看病钱" 持续深化医保基金管理突出问题治理 强化对医保基金管理监督要聚力聚焦哪些重点问题？ 方亮：二十届中央纪委四次全会对系统性整治民生领域突出问题作出部署，其中包括医保基金管理突出问题 治理。医保基金直接关系群众切身利益，必须找准关键强化监督、聚力整治。 紧盯关键岗位强监督。医保基金管理主体多元，涉及医保、财政、卫健、药品监管、市场监管等部门，要紧 盯关键部门关键岗位，着力发现利用业务管理职权，以权谋私、收受贿赂，内外勾结欺诈骗保，以及不担当 不作为乱作为，导致基金闲置浪费，甚至造成损失等问题。从公立医疗机构来看，重点关注医院党组织及班 子成员全面从严治党责任落实、"三重一大"决策制度执行情况等；严查通过虚假诊疗、虚构住院等方式骗取 套取医保基金，以及向科室及医务人员下达创收指标，将薪酬与药品、检查、化验等收入挂钩等违规行为。 中央纪委国家监委网站 刘一霖 上海市崇明区纪委监委针对医保基金管理突出问题治理情况开展监督检查，压紧压实责任，推动职能部门强 化审核把关、加强基金监管、严查违规行为，切实维护医保基金安全和群众医疗保障权益。图为近日，该区 纪检监察干部在区医疗保险事务中心走访，了解相关情况。 ...

Core Points - Brazil is open to negotiating mutually beneficial topics with the U.S., but emphasizes that its democracy and sovereignty are non-negotiable [1] - Lula criticizes the Trump administration's imposition of a 50% tariff on Brazilian goods, labeling it as misguided and illogical [1] - The U.S. has had a cumulative trade surplus of $410 billion with Brazil over the past 15 years, with nearly 75% of U.S. products entering Brazil tariff-free [1] - Lula suggests that the U.S. actions are politically motivated, referencing the use of tariffs and the Magnitsky Act to seek exemptions for former Brazilian President Bolsonaro [1] - Lula defends Brazil's digital regulations against U.S. accusations, stating that all digital platforms in Brazil are subject to the same laws aimed at protecting families from fraud and misinformation [1][2] - Lula dismisses U.S. claims of unfair practices in digital trade and environmental law enforcement as baseless [2] - Emphasizes that abandoning the long-standing relationship between the U.S. and Brazil would harm all parties involved [2]

Group 1 - The conflict between President Trump and Federal Reserve Governor Lisa Cook marks a significant political event, as it is unprecedented for a sitting president to attempt to dismiss a Federal Reserve official [1][3] - The legal basis for Trump's action hinges on allegations of "mortgage fraud," which raises questions about the independence of the Federal Reserve and the legitimacy of political interference in its operations [3][6] - The market is reacting to these political tensions, with a notable inversion in the yield curve indicating concerns over short-term interest rate cuts versus long-term inflation risks [4][9] Group 2 - The independence of central banks is crucial for macroeconomic stability, and any perceived erosion of this independence could have severe implications for both the U.S. and global economies [6] - The legal proceedings initiated by Cook could set a precedent regarding what constitutes "just cause" for dismissing Federal Reserve officials, potentially impacting future political interactions with the central bank [6][7] - Trump's dual strategy of applying pressure both domestically on the Federal Reserve and internationally on the EU reflects a broader approach to economic management, aiming for favorable outcomes in trade and monetary policy [9]