贸易壁垒

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有他国撑腰也没用,稀土管制落地,中国不给美国留活路
Sou Hu Cai Jing· 2025-10-10 19:29
Group 1 - The U.S. has recently intensified actions against Chinese companies in trade, including placing multiple Chinese entities on an export control "blacklist" [1][3] - The U.S. Department of Commerce added 29 organizations from China, Turkey, and the UAE to the export control list, with 26 being Chinese companies, due to violations of U.S. national security and foreign policy, particularly related to supplying drone components to Iran [3][4] - This move creates trade barriers, requiring U.S. companies to obtain special licenses to transact with these entities, which complicates the approval process [3][4] Group 2 - The U.S. is motivated by strategic considerations regarding rare earth resources, with China controlling approximately 90% of global rare earth processing capacity, essential for defense and high-tech industries [4][10] - A significant cooperation agreement was signed between the U.S. and Pakistan for mineral resources, valued at $500 million, focusing on exploring and developing rare earths and other strategic minerals [5][7] - The first phase of this agreement has commenced, with nearly 2 tons of minerals being shipped from Pakistan to the U.S. [7] Group 3 - In response to U.S. actions, China announced stringent export controls on rare earth-related items and technologies, deemed the "strictest ever," requiring licenses for any related exports [8][9] - These controls encompass the entire technology chain of rare earth production, impacting not only mining but also processing and manufacturing [9][10] - The new regulations create significant challenges for U.S. companies and allies, as they must navigate complex approval processes for using Chinese technology in rare earth production [10][11] Group 4 - The U.S. faces a critical situation where shortages of rare earths could directly impact its defense industry and major tech companies, leading to production delays and increased costs [12] - While the cooperation with Pakistan offers some hope, China's export controls effectively close this loophole, making it difficult for the U.S. to reduce reliance on Chinese technology [12] - The situation highlights the need for the U.S. to invest in domestic mining and supply chain development, which will take years to yield results [12]
“中企出海东盟,必路过泰国”,贸易如何找到自己的出路?|全球经贸故事
Di Yi Cai Jing· 2025-10-08 13:18
今年1—7月,中国同东盟贸易规模达5970亿美元,同比增长8.2%,占同期中国外贸总额的16.7%。 在贸易格局转变的当下,中企出海在东盟寻找新机遇。 泰中商务委员会主席、泰国安美德集团董事长邱威功在接受第一财经记者专访时表示,其旗下在泰国的 工业城已经有400多家中国企业入驻,中企已经抵达"要出海"的这一时机,而泰国无论是从文化、劳动 力水平、供应链体系乃至区位位置,都在中企海外投资的战略版图中具有明显比较优势。 摩根大通私人银行全球市场策略师陈纬衡则对记者表示,东盟正成为中国企业日益重要的制造伙伴、投 资目的地及市场,不仅体现在制造业领域,更延伸至数字经济与娱乐产业——如电子商务和移动游戏领 域,中国企业成功将本土商业模式和运营模式输出至东盟市场。 400家中企在泰国工业园 安美德集团在泰国罗勇与春武里各有一个工业城,离曼谷市区、机场、深水港1小时内可到,未来还有 高铁连接。工业园内,有丰田、博世、日立、索尼等国际制造业企业。 邱威功对记者介绍,工业城内共有来自31个国家和地区的近1600家工厂,园区各厂年产值相当于泰国国 内生产总额(GDP)的10%。 以距离曼谷57公里左右的安美德春武里工业城为例,该 ...
中方一单不买,反倒下令加税100%!加拿大高官喊话要来中国,想当面求放过?
Sou Hu Cai Jing· 2025-10-03 17:34
秋风乍起,北美寒意渐浓:加拿大外交棋局突变,主动示好中国寻求转机 近期,一场席卷北美的外交风波,犹如凛冽的秋风,让加拿大官员们倍感寒意。曾经紧随美国遏制中国 步伐的加拿大,如今却摇身一变,成为寻求与中国缓和关系的"求和派"代表。 今年九月,加拿大总理特鲁多主动释放出希望与中国进行会晤的信号,与此同时,外长阿南德也宣布了 即将访华的消息。此次访问的公开目的,是希望借此机会缓和两国间日趋紧张的关系,并就贸易、气候 变化等重要议题展开对话。国家领导人姿态放低,外长亲自出访,这种主动寻求和解的姿态,在过去实 属罕见,令外界清晰地感知到,加拿大正处于一种前所未有的焦灼状态。 昔日"印太战略"的代价:加征关税的连锁反应 为何加拿大突然转变了策略?其根源可追溯至过去一年两国间一系列的"恩怨纠葛"。为配合美国的"印 太战略",加拿大对中国电动汽车施加了高达100%的关税,此举无异于将中国电动汽车拒之门外。此 外,加拿大还对中国钢铁征收25%的关税,而同期美国自产的钢铁却能轻易获得豁免。紧接着,加拿大 更是计划将中国电池、半导体、太阳能板等产品列入征税清单。尽管加拿大方面声称此举是为了"保护 本国产业安全",但其背后,无疑是在 ...
越南与欧盟同意成立专门工作组解决贸易壁垒问题
Shang Wu Bu Wang Zhan· 2025-09-30 02:58
谢夫乔维奇表示,尽管EVFTA实施五年来双边贸易增长显著,2024年贸易额达640亿欧元,同比增长 47%,但协定执行仍面临障碍。新成立的工作组将重点处理包括IUU(非法、不报告和不受管制捕捞) 在内的多项未决问题,推动双边贸易更加平衡发展。他特别指出,欧盟希望越南简化对符合卫生与植物 检疫标准欧盟设施的许可程序,并建议实行"一次认证,全欧盟通用"的互认机制,以提高贸易效率。基 于EVFTA取得的成果,谢夫乔维奇还提议将双边关系升级为全面战略伙伴关系,为未来在能源、半导 体等领域的合作注入新动力。 越南《越南经济时报》9月29日报道,欧盟贸易委员马罗什·谢夫乔维奇在结束对越南工作访问后表示, 双方同意成立专门联合工作组,以解决《越南—欧盟自由贸易协定》(EVFTA)实施过程中存在的贸 易壁垒问题,进一步释放双边贸易潜力。 ...
美媒:全世界都在关注谁先撑不住,有货卖不出,有钱买不到,两大经济体矛盾能否调和?
Sou Hu Cai Jing· 2025-09-29 04:32
当前国际经济格局正经历深刻调整,两大经济体的产业对决已进入微妙阶段。一边是制造业强国面临出口梗阻,另一边则是消费市场遭遇供给短缺,这场拉 锯战正牵动全球产业链的神经。 制造业大国的产能优势在近年愈发凸显,从消费电子到新能源装备,从智能家居到光伏组件,完备的产业链能持续输出质优价廉的商品。这本该是占领国际 市场的黄金期,但贸易壁垒的层层加码却让出口通道严重受阻。美高层政府连续出台关税政策,将数百种商品纳入加征清单,更以"国家安全"为由限制关键 技术出口,直接导致传统出口市场大幅萎缩。 反观消费市场,过度依赖货币扩张维持需求的模式已显疲态。为抵制特定国家商品,美高层不惜承受通胀压力推行"去风险化",但长期看,货币信用与实物 供给的失衡终将反噬金融体系稳定性。当纸币失去商品锚定,其购买力必然加速稀释,这种靠透支信用维持的经济模式,犹如空中楼阁难以为继。这场产业 博弈的本质,是制造能力与市场容量的深度较量。当一方握有全球最完整的产业链却难展拳脚,另一方攥着强势货币却买不到足够商品,失衡状态终将催生 变局。美国人印的那张纸就是用来买东西的,买不着东西只能,现在美国举国不惜通胀,也要不买特定国家商品,这只能一时不能一世, ...
美国巨额港口费前 全球航司依旧力挺中国造船
Jin Tou Wang· 2025-09-28 07:44
Group 1 - Major shipping companies are adjusting vessel deployments to avoid new port fees imposed by the U.S. on ships built or operated by Chinese entities, effective from October 14 [1] - Despite the U.S. port fees, global shipping companies continue to place commercial vessel orders with Chinese shipyards, with Chinese shipyards accounting for 53% of global ship orders by tonnage in the first eight months of 2025 [1][2] - Companies like COSCO and CMA CGM are preparing for the new regulations, indicating a willingness to adapt their operations and maintain competitive pricing despite potential challenges [1] Group 2 - The significant technological gap in shipbuilding between the U.S. and China leads many companies to prefer Chinese-built vessels over U.S. options, with major shipping lines withdrawing Chinese-related vessels from U.S. trade routes [2] - The U.S. shipbuilding industry has seen a drastic decline, with fewer than 10 commercial ships built last year compared to over 1,000 by Chinese shipyards [2] - The U.S. initiative to impose trade barriers may inadvertently accelerate changes in the global shipping and shipbuilding landscape, reinforcing China's central role in the global maritime network [2]
管健:深度解读中国对墨西哥发起贸易投资壁垒调查|专访
Di Yi Cai Jing Zi Xun· 2025-09-27 07:09
Core Viewpoint - The Chinese Ministry of Commerce has initiated an investigation into Mexico's proposed trade barriers against Chinese imports, emphasizing the need to oppose unilateralism and protectionism in the context of rising tariffs from the U.S. [1] Group 1: Investigation Background - The investigation stems from Mexico's proposal submitted to Congress on September 9, 2025, to amend the Import and Export Tariff Law, which aims to increase tariffs on 1,463 tariff items, including automobiles, textiles, and machinery, with proposed rates up to 50% for certain products [3][6] - The proposed measures will only affect imports from countries without free trade agreements with Mexico, excluding products from the U.S., Canada, the EU, and Japan [3] Group 2: Impact on Trade Partners - The Ministry of Commerce stated that Mexico's unilateral tariff increase would harm the interests of relevant trade partners, including China, even within the WTO framework [4] - The proposed measures could negatively impact China's trade and investment, as they align with U.S. policies aimed at limiting Chinese access to the Mexican market [6][8] Group 3: Economic Implications - China is Mexico's second-largest trading partner, with imports from China accounting for 20% of Mexico's total imports. The proposed tariffs could affect $52 billion worth of imports, with an estimated impact of over $10 billion on Chinese goods alone [7] - The sectors most affected include steel, automobiles, textiles, and machinery, where China holds a strong comparative advantage [7]
眼馋中国稀土却无计可施,G7开始耍阴招,准备对华下达稀土限价令
Sou Hu Cai Jing· 2025-09-27 06:50
Group 1 - The G7 and the EU are planning measures to restrict China's rare earth resources, including setting a minimum price threshold, considering tariffs on Chinese rare earth exports, and studying carbon tariffs on China [2][3] - The G7's previous attempt to impose a price cap on Russian oil in 2022 was largely ineffective, as Russia managed to circumvent the restrictions and maintain stable export levels [2] - China dominates the global rare earth industry, controlling 60% of rare earth minerals and 92% of refining capacity, making it a critical player in strategic industries like renewable energy [2][3] Group 2 - The complexity of the rare earth supply chain poses challenges for Western countries attempting to rebuild their own industries, with significant technical and time constraints [3] - The G7's approach reflects a rigid policy mindset, failing to learn from past mistakes and relying on administrative measures that may disrupt market dynamics [3] - Experts suggest that China's established advantages in technology, cost, and scale in the rare earth sector make any artificial price interventions unlikely to succeed [3]
墨西哥配合美国,想对中国加税,中方报复措施先到了:瞄准农产品
Sou Hu Cai Jing· 2025-09-27 03:42
Group 1 - The Chinese Ministry of Commerce announced a trade investigation into Mexico's trade restrictions against Chinese imports, particularly targeting the automotive sector [1] - The investigation was triggered by Mexico's decision to raise tariffs on automotive imports from countries without free trade agreements from 20% to 50%, significantly impacting Chinese automotive exports, which amounted to $3.7 billion in 2022, accounting for 15% of Mexico's total automotive imports [1] - The scope of the investigation mirrors the sectors affected by Mexico's tariff increase, including automotive manufacturing, textiles, children's toys, and agricultural products, with a flexible investigation period of six months that can be extended [1] Group 2 - The investigation serves as a warning to Mexico, emphasizing that external pressures should not compromise third-party interests, implicitly pointing to the influence of the United States [2] - By initiating this investigation during a time when the Biden administration is strengthening economic ties with Mexico, China is sending a clear message that any attempts to create a trade encirclement against China will face strong retaliation [4] - Mexico exports approximately $280 million worth of agricultural products to China annually, with fresh products like avocados and berries having a high dependency rate of 40%, which could become leverage for China in future retaliatory measures [4] Group 3 - There remains a negotiation window of about 90 days before Mexico's tariff policy is officially implemented, indicating potential for resolution [7] - If Mexico proceeds with the tariff increase, it could lead to significant impacts on global supply chains, particularly affecting consumers in Mexico who rely heavily on Chinese manufacturing for automotive and electronic products [7] - The outcome of this trade dispute will test the political acumen of all parties involved [7]
特朗普重卡关税冲击戴姆勒和Traton 沃尔沃逆市上涨
智通财经网· 2025-09-26 09:21
Group 1 - The announcement of a 25% tariff on imported heavy trucks by the U.S. has led to a decline in stock prices for Daimler and Traton, with Daimler's shares dropping over 3% and Traton's shares falling over 2% [1] - Volvo's stock price increased by 3% as it has a lower dependency on Mexican manufacturing compared to its competitors [1] - The new tariff exacerbates existing trade barriers in the transportation industry, following a previous 15% tariff on EU-imported cars that has already pressured companies like Porsche and Audi [2] Group 2 - Traton's delivery and order volumes had already significantly declined due to uncertainties surrounding U.S. tariff policies, leading to reduced shifts at its Mexican plant [2] - Volvo stated that 60% to 70% of its U.S. truck production is localized, but it still imports some non-U.S. manufactured parts [2] - Volvo emphasized the need for actual legislative proposals to fully assess the potential impact of the tariff announcement [2]