印尼和欧盟就贸易伙伴关系达成"政治"协议。（彭博） ...

截至2024年末，中国已经成为全球150多个国家和地区的主要贸易伙伴。 "我最多的一个月处理了212单。"张尧（化名）是一名入行不久的外贸单证员，主要负责泰国、印度尼西 亚、菲律宾、新加坡等线路的货代提单、船东提单等单据制作，同时向客户更新开船时间和到港时 间。"我们每个月的标准单量是135单，但最近几个月我的平均单量在180单左右。"张尧告诉记者，同组 另一条线，主要面向越南客户，"爆单"情况更甚，"他们加班时间比我还多"。 张尧的忙碌是上半年外贸行业的缩影。今年上半年，面对美国所谓"对等关税"极限施压，中国货物贸易出 口展现出极强的韧性，成为经济增长超预期的重要原因。这份韧性，由多元发展的贸易伙伴、坚定开放的 务实行动以及持续升级迭代的制造业体系共同造就。 民生银行首席经济学家温彬指出，深化与非美经济体的合作，是上半年出口超预期的重要原因。他认为， 我国出口重心加速向非美地区转移，东盟、欧盟、中东是主要目的地。其中，对英国、德国、日本等发达 地区进行贸易转移，对越南、泰国、印尼、马来西亚、阿联酋、印度转口贸易加速。 "贸易转移的出口目的地即为需求终端，意在拓展非美市场。"温彬表示，美国所谓"对等关税"推出 ...

Group 1 - The core viewpoint of the articles highlights the resilience of China's foreign trade in the first half of the year, driven by diversified trade partners and a robust manufacturing system, despite external pressures such as the U.S. "reciprocal tariffs" [1][2] - China's exports to Africa, ASEAN, Latin America, and the EU saw significant growth in the first five months, with increases of 20.2%, 13.5%, 10.6%, and 7.7% respectively, outperforming overall export growth rates by substantial margins [2] - The shift in China's export focus towards non-U.S. regions, particularly ASEAN, the EU, and the Middle East, is a strategic response to the global trade environment, aiming to mitigate tariff risks and enhance trade partnerships [2][3] Group 2 - Recent agreements, such as the 110 cooperation consensus reached during the China-Central Asia Summit and the upgrade of the China-Georgia Free Trade Agreement, reflect China's commitment to trade liberalization and multilateralism amid rising protectionism [3] - High-tech product exports from China increased by 7.4% in the first five months, with notable double-digit growth in biotechnology, computer integrated manufacturing technology, optoelectronics, and electronic technology products [4] - The competitive edge of China's manufacturing in global supply chains, particularly in sectors like consumer electronics and lithium batteries, is expected to sustain strong export growth in the future [4]

Group 1 - South Africa's President Ramaphosa received a letter from the U.S. President proposing a unilateral 30% tariff on South African exports starting August 1, 2025, which is currently under negotiation [1] - The U.S. justification for the tariff is based on a "specific interpretation" of trade balance, which South Africa disputes as controversial [1] - South Africa's average import tariff is only 7.6%, with 56% of goods enjoying zero tariffs under Most Favored Nation treatment, and 77% of U.S. products entering South Africa tariff-free [1] Group 2 - The proposed tariffs could severely impact South Africa's agriculture and steel industries, potentially affecting downstream manufacturing and leading to economic and employment losses [2] - South Africa is the second-largest bilateral trade partner of the U.S., with significant exports including minerals, automotive parts, and agricultural products [2] Group 3 - As of the latest report, South Africa's 10-year government bond yield rose by 46 basis points to 9.87%, indicating investor concerns over escalating trade tensions [3]

2.5%！如何从一个数据看当前的外贸发展形势？大家好，这里是晶采观察，我是央广网记者王晶。海 关总署9日发布数据显示，今年前5个月，我国货物贸易进出口总值17.94万亿元，同比增长2.5%，增速 较前4个月加快0.1个百分点。这充分说明，中国外贸不惧风雨，在复杂的环境中稳健前行。 这份成绩单来之不易。您一定还记得，今年春节假期期间，外贸企业开启"不打烊"模式。随后一季度， 外贸含"新"量同样不断上升，四足机器人等加速出海。今年4月至5月，我们又迎来了消博会、广交会接 连举办，参展企业数量、意向订单额等多项指标刷新纪录。高人气的背后，是我国超大规模市场强大吸 引力的生动反映；订单额增长，更是全球客商以真金白银，为中国市场投下的"信任票"。 在这样一个个具体案例中，数据表现是实实在在的。其中，累计增速逐月回升是一个突出亮点。前2个 月进出口同比下降1.2%，降幅收窄。进入3月，增速由负转正，一季度进出口同比微增1.3%。4月，尽 管面临美国关税政策带来的不确定性，但是前4个月我国外贸整体增速达到2.4%，依然保持了积极的增 长态势。再来看5月单月的外贸表现，贸易伙伴多元化成效显著，5月当月，我国出口2.28万亿元 ...

南共体现有16个成员国，其宗旨是在平等、互利和均衡的基础上建立开放型经济，打破关税壁垒，促进 相互贸易和投资，实现人员、货物和劳务的自由往来，逐步统一关税和货币，最终实现地区经济一体 化。（新华社） 南部非洲发展共同体（南共体）执行秘书埃利亚斯·马戈西6月5日表示，南共体应重新评估贸易伙伴关 系，以便在美国提高关税和暂停发展援助背景下尽可能维护自身利益。 当天，南共体相关会议在津巴布韦首都哈拉雷举行。马戈西在会议期间表示，全球贸易形势发生的变化 正促使南共体采取务实且具有战略性的应对措施。马戈西指出，在美国宣布一系列关税措施后，多数南 共体成员国将面临严重冲击，"我认为，近期的地缘政治（形势）发展应为我们地区敲响警钟，促使我 们团结合作并加快一体化进程"。 ...

美国商务部长卢特尼克：墨西哥是我们的重要贸易伙伴。 ...

Core Viewpoint - The article argues that ASEAN should adopt a strategy of "doing nothing" in response to the U.S. government's tariff war, rejecting unequal negotiations to better protect its own interests and hold the U.S. accountable for its protectionist actions [1]. Group 1: Economic Impact of U.S. Tariffs - The article highlights that U.S. President Trump’s claims of Asian economies "stealing jobs" are unfounded, as the U.S. unemployment rate is projected to average 3.8% from 2021 to 2024, one of the lowest among developed countries [3]. - The U.S. GDP is expected to reach a record $29.3 trillion in 2024, maintaining its status as the world's largest economy, while the service sector contributes 81% of GDP and employs 79% of the workforce, indicating that manufacturing's role in job creation is minimal [3]. - ASEAN has significantly contributed to U.S. prosperity, supplying critical semiconductor and machinery components essential for U.S. manufacturing competitiveness [4]. Group 2: ASEAN's Response Strategy - ASEAN should not grant tariff concessions to the U.S., reaffirming its core values of non-alignment, multilateralism, and mutual respect [5]. - ASEAN should persuade the U.S. business community that an open and stable market aligns with long-term interests, as U.S. companies have profited significantly from ASEAN's openness [5]. - The article suggests that the ultimate burden of U.S. tariffs will fall on American companies reliant on Southeast Asian supply chains, which will face increased costs, logistical delays, and diminished competitiveness [5]. - ASEAN is encouraged to enhance economic resilience, improve regional integration, diversify trade partners, and expand strategic partnerships, while also promoting diversification in currency settlement and payment systems for a more autonomous future [5].

金十数据5月9日讯，前4个月，东盟为我第一大贸易伙伴，我与东盟贸易总值为2.38万亿元，增长 9.2%，占我外贸总值的16.8%。其中，对东盟出口1.48万亿元，增长12.6%；自东盟进口8951.7亿元，增 长4%。欧盟为我第二大贸易伙伴，我与欧盟贸易总值为1.78万亿元，增长1.1%，占12.6%。其中，对欧 盟出口1.21万亿元，增长6.1%；自欧盟进口5635.9亿元，下降8.1%。美国为我第三大贸易伙伴，我与美 国贸易总值为1.44万亿元，下降2.1%，占10.2%。其中，对美国出口1.07万亿元，下降1.5%；自美国进 口3699.5亿元，下降3.7%。 海关总署：东盟为我第一大贸易伙伴 贸易总值增长9.2% ...

巴西总统卢拉：巴西与俄罗斯将签署科技合作协议，寻求扩大贸易伙伴关系。 ...