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法国经济竞争力遭受关税重创
Jing Ji Ri Bao· 2025-08-13 22:05
在农业和食品行业领域,包括葡萄酒、奶酪等法国优势出口产品均被排除在豁免清单之外,且美方要求 简化欧盟在肉类、奶制品等方面的卫生认证,这将对法国乃至欧洲整体食品安全体系造成影响。据统 计,法国相关行业每年向美销售约3.5亿欧元乳制品。法国农业部长热纳瓦尔指出,"如果葡萄酒和烈酒 出口最终未获豁免,相关行业将面临8亿欧元的额外关税冲击"。法食品出口商担心额外的进口税将压低 其产品价格,并使本就因通胀而面临拮据难题的美国消费者更加无力承担,进而对法国出口造成影响。 法国葡萄酒与烈酒出口协会主席雅尼克·菲亚利普表示,在美元疲软背景下,相关关税将持续增加法对 美出口压力,并对法竞争力造成冲击。 在数字服务和科技领域,美方宣称欧方已承诺免除对美企征收相关税费,但欧盟仅表态"将另行协调"。 法国则将该领域视为对美施压的关键领域,推动欧盟针对美在线服务巨头征收数字税。对此,法国欧洲 事务部长本杰明·哈达德曾表示,"如果欧方希望在保持对美压力上走得更远,数字服务和知识产权等领 域将成为选项"。 在军购与能源领域,美方曾明确指出,"欧洲将在2026年前大量采购美国装备",但欧方则认为"军事采 购从未作为正式议题"。法国总统马克龙 ...
别小看印度!莫迪硬刚特朗普,手里牌够硬吗?
Sou Hu Cai Jing· 2025-08-04 15:28
Group 1 - The core argument of the articles highlights India's strategic positioning against the U.S. through economic leverage, military autonomy, and diplomatic maneuvering [2][3][5] - India's economy, valued at $4.19 trillion, allows it to challenge U.S. tariffs, as exports to the U.S. only account for 2.1% of its GDP, while U.S. companies profit significantly from the Indian market [2] - The Indian pharmaceutical industry plays a crucial role in global supply chains, supplying 20% of the world's generic drugs and 60% of vaccines, which gives India leverage over U.S. healthcare costs [2] Group 2 - Despite a low per capita GDP of $2,880, India's large population of 1.46 billion presents significant consumer potential, making it a key market for U.S. companies like Walmart and Amazon [3] - India's military capabilities are advancing, with a global firepower ranking of fourth, and it is developing indigenous military technologies in collaboration with Russia, enhancing its defense autonomy [5] - India's strategic partnerships, such as with Russia for energy and military technology, provide a robust defense against U.S. pressure, exemplified by the S-400 missile system collaboration [3][5] Group 3 - India's diplomatic strategy includes a shift from supporting U.S. resolutions to advocating for its own interests, as seen in its voting patterns at the UN [6] - The rejection of the U.S.-led IPEF trade framework in favor of regional cooperation through the Shanghai Cooperation Organization indicates India's intent to challenge U.S. economic dominance [8] - India's efforts in semiconductor manufacturing and AI development reflect its ambition to reshape global supply chains and attract foreign investment, further enhancing its economic position [8] Group 4 - India's legal strategies, such as its WTO case against U.S. tariffs, demonstrate its adeptness at using established international rules to counter U.S. actions [9] - The push for reforms in international institutions like the UN Security Council and the expansion of BRICS signifies India's desire to establish a dual-track influence in global governance [9] - India's positioning as a representative of the Global South aims to garner international support while bolstering domestic nationalism, as reflected in rising public approval ratings [8][9]
美国拿盟友开刀,加征30%关税,逆来顺受?欧盟委员会:推迟反制
Sou Hu Cai Jing· 2025-07-14 00:33
Group 1 - The U.S. has announced a 30% tariff on all products from the EU starting August 1, following previous tariffs of 25% on cars and 50% on steel products [1][3] - The EU has delayed its retaliatory measures against the U.S., with plans to consider responses in early August, indicating a passive stance in the face of U.S. aggression [3][5] - The EU's leadership, particularly Ursula von der Leyen, has shown a tendency to appease the U.S., even retracting plans for a digital tax on American tech companies [3][5][7] Group 2 - The EU, despite having significant economic power with member states like Germany and France, is perceived to be in a submissive position regarding U.S. tariffs [7] - The EU's response to U.S. pressure has been described as weak, with a lack of concrete actions to counter the tariffs imposed by the U.S. [5][7] - There is speculation that von der Leyen may be acting in alignment with U.S. interests rather than those of the EU, raising concerns about her leadership [9][10]
523票赞成!欧盟议会抗议稀土管制,中国使团一句话戳中问题关键
Sou Hu Cai Jing· 2025-07-13 04:36
Group 1 - The European Parliament passed a resolution on July 10, demanding China to lift its export controls on rare earths, reflecting the EU's strong demand for these resources [1] - China's response emphasized that rare earths are dual-use materials and that its export controls are in line with international law, aimed at ensuring global security and stability [1][3] - The EU's stance appears contradictory as it criticizes China's controls while simultaneously working to strengthen its own rare earth industry and reduce reliance on external sources [3][4] Group 2 - The EU's recent diplomatic dynamics indicate a wavering policy towards China, focusing on maintaining a balanced economic relationship while reducing dependency on Chinese resources [4][6] - New proposals from the EU aim to enhance control over critical materials and prevent supply chains from being "weaponized," indicating a strategic shift in policy [4][6] - Ongoing trade negotiations between the EU and the US are accelerating, with potential agreements that may ease tariffs and reflect a shift towards closer alignment with US interests [6][8]
刚刚,突传利好!美国、欧盟,大消息!
券商中国· 2025-07-12 05:00
Group 1 - The European Commission has abandoned its plan to impose a digital tax on tech giants, marking a significant victory for the Trump administration and companies like Apple and Meta [1][2][3] - The EU is now considering three new tax measures targeting electronic waste, tobacco products, and large enterprises with revenues exceeding €50 million, aiming to generate €25 billion to €30 billion annually to repay EU debt [2][3] Group 2 - Ongoing trade negotiations between the EU and the US are focused on automotive and agricultural tariffs, with the EU seeking to keep agricultural export tariffs below 10% [4][5] - The EU is expected to propose delaying the implementation of countermeasures originally planned in response to US tariffs on steel and aluminum [4][5] Group 3 - The outcome of the negotiations and any potential agreements are heavily dependent on President Trump's decisions, as he has set unilateral tariff rates for over twenty countries [5] - The EU aims to restore predictability in policies and prevent escalation of trade wars, while the German automotive industry expresses strong concerns over the uncertainty created by US tariff policies [5]
特朗普关税助美科技巨头翻盘?欧盟被爆放弃征数字税
Hua Er Jie Jian Wen· 2025-07-11 21:07
Group 1 - The core point of the article is that the EU has abandoned its plan to impose a digital tax on tech giants, benefiting companies like Apple and Meta, amidst ongoing trade negotiations with the US [1][2] - The EU's decision to remove the digital tax from its proposed budget for 2028-2034 is seen as a significant shift, especially since it was previously discussed as a means to repay EU debt [1][2] - The EU is now proposing three new taxes on electronic waste, tobacco products, and large businesses with revenues exceeding €50 million, aiming to generate €25 billion to €30 billion annually for pandemic recovery debt repayment [1][2] Group 2 - The document outlining the potential tax changes may still be modified before its official release, and it does not quantify the expected revenue from the proposed taxes [2] - Following Trump's threats of new tariffs, Canada also retracted its planned digital tax to facilitate trade negotiations with the US [3] - The Canadian government announced the cancellation of its digital service tax, which was set to take effect on June 30, to advance discussions with the US [3]
美加征关税被指填补财政赤字 专家建议欧盟征收数字税反制
news flash· 2025-07-10 03:24
Core Viewpoint - The U.S. President Trump announced a 50% tariff on all copper imports starting August 1, as part of a broader strategy to address the U.S. fiscal deficit and generate new revenue sources [1] Group 1: Tariff Implementation - The 50% tariff on copper imports is a significant move that follows previous tariff letters sent to over 20 countries, indicating a systematic approach to trade policy [1] - The decision reflects an ongoing trend in U.S. trade policy aimed at increasing tariffs on various imported goods [1] Group 2: Economic Implications - Experts suggest that the primary goal of the tariff policy is to compensate for the increasing fiscal deficit resulting from the "big and beautiful" tax and spending legislation [1] - The potential for retaliatory measures from the EU is highlighted, with suggestions that the EU could target the approximately 150 billion euros in service trade deficit with the U.S. [1] Group 3: Expert Opinions - Various professionals, including leaders from the German automotive industry and economic research institutions, have commented on the implications of U.S. tariff policies, emphasizing the need for new revenue sources due to rising fiscal challenges [1]
美欧贸易谈判症结难解
Jing Ji Ri Bao· 2025-07-09 21:48
Core Points - The trade negotiations between the US and EU are at a critical juncture, with the US extending the deadline for "reciprocal tariffs" from July 9 to August 1, but tensions remain high [1] - The US is using tariffs as a pressure tool, demanding economic and regulatory concessions from the EU, while the EU struggles to balance a "principled agreement" with protecting its core interests [1][2] - The EU is considering countermeasures, including a plan to impose tariffs on US imports worth €21 billion, with a potential maximum tariff of 50% [2] Group 1: US Negotiation Strategy - The US has imposed a 10% base tariff on imports since early 2025 and plans to impose tariffs ranging from 25% to 40% on products from 14 countries starting August 1 [2] - The US aims for the EU to import more products from the US, such as natural gas, cars, and military equipment, while opposing EU consumer and climate protection regulations [2][3] - The US believes that certain EU taxes and antitrust actions against US tech companies are unfair [2] Group 2: EU Response and Internal Dynamics - The EU is firmly rejecting the US's demands for "reciprocal openness," particularly in technology regulation, fearing it would undermine internal regulatory unity [2][3] - There is a lack of consensus among EU member states, with Germany advocating for a swift agreement to protect its export industries, while Italy seeks to maintain good relations with the Trump administration [3][4] - France and Spain adopt a tougher stance, emphasizing the need to uphold European values and policies, while some Eastern European countries express concern over sacrificing their industries for EU unity [3] Group 3: Potential Outcomes and Implications - The EU may accept a "principled framework agreement" with the US, maintaining a 10% tariff on most exports while negotiating specific tariff reductions in areas like automobiles [5] - Experts warn that such an arrangement may not resolve structural issues between the US and EU, with potential conflicts over digital service taxes and green subsidies remaining unresolved [5] - The negotiations reflect a shift in global trade governance, with bilateral negotiations gaining precedence over multilateralism, raising concerns about the EU's strategic autonomy and bargaining power in future trade discussions [5]
加拿大财政部长排除恢复数字税的可能性。
news flash· 2025-07-03 21:13
Core Point - The Canadian Finance Minister has ruled out the possibility of reinstating the digital tax [1] Group 1 - The decision indicates a shift in the government's approach to taxation on digital services [1] - This move may impact the revenue expectations from tech companies operating in Canada [1] - The Finance Minister's statement reflects ongoing discussions about digital taxation globally [1]
特朗普开辟新战线!税收主权战已经打响
Jin Shi Shu Ju· 2025-07-02 13:27
Group 1 - The core issue of the article revolves around the impact of Trump's administration on the global economic order, particularly in the realm of international tax rules and trade [1] - The G7 countries have been forced to accept exemptions for U.S. companies from certain tax rules, indicating a shift in international tax dynamics [2] - The compromise reached may lead to future conflicts, particularly regarding digital taxes, as countries like the UK, France, Spain, and Italy have already implemented similar taxes [3] Group 2 - The U.S. tax supremacy ideology has emerged, with bipartisan support in Washington against foreign extraterritorial taxation [2] - The agreement to exempt U.S. companies from specific rules may set a precedent for future negotiations, raising concerns about the credibility of U.S. commitments [3] - The complexity of the dual taxation system is increasing for multinational companies, leading to greater policy uncertainty and higher cross-border operational costs [3]