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双周政策分析简报(第十六期)丨对等关税对民营企业、中小企业影响及建议
Sou Hu Cai Jing· 2025-05-12 01:29
Core Viewpoint - The "reciprocal tariff policy" proposed by Trump is expected to significantly impact China's private and small to medium-sized enterprises, leading to increased operational costs, reduced overseas orders, and potential job losses due to industry chain shifts [1][3][4] Group 1: Impact on Enterprises - High tariffs will increase operational costs for companies, leading to a substantial reduction in overseas orders and potential relocation of industry chains, which may result in employment and livelihood issues [1][3] - Companies are advised to diversify their sales channels, enhance product quality, and increase research and development efforts to turn challenges into opportunities [1][3][4] - The impact of the tariff policy is expected to be particularly severe on small and medium-sized enterprises, which may struggle to adapt quickly [12][13] Group 2: Government Recommendations - Government should implement targeted policies for affected industries and regions, avoiding a one-size-fits-all approach [1][6] - Specific measures include developing domestic markets, boosting consumption, and providing tax relief and export tax rebates to support enterprises [1][5][6] - Local governments are encouraged to facilitate connections between export companies and non-U.S. markets [5][6] Group 3: Industry Responses - Many companies are exploring market diversification, with plans to enter emerging markets such as ASEAN, Europe, and Latin America [3][4] - A significant number of businesses are considering shifting from export to domestic sales or exploring other overseas markets due to increased tariff burdens [4][5] - The overall sentiment among businesses is cautiously optimistic, with many already adjusting their operational strategies in response to the tariff changes [4][5] Group 4: Economic Projections - The tariff policy is estimated to impact China's GDP by approximately 1.6 percentage points, with significant effects on employment, particularly in export-oriented sectors [7][11] - The potential loss of 6 to 8 million jobs is anticipated due to the ripple effects of reduced exports [7][11] - The long-term trend indicates a shift towards de-coupling between the U.S. and China, necessitating a focus on domestic consumption and resilience in supply chains [13][14]
龙永图:DeepSeek激发了对中国经济的乐观情绪
凤凰网财经· 2025-03-27 13:49
博鳌亚洲论坛原秘书长、中国入世谈判首席代表龙永图 博鳌亚洲论坛原秘书长、中国入世谈判首席代表龙永图出席梧桐夜话,并就Deepseek等热点话题发表了自己的看法。他表示,DeepSeek的横空出世激发了 社会大众对于中国经济的乐观情绪,"新的科学技术正在非常深刻的改变全球经济格局,也给中国经济带来新的希望。而且,新的科学技术是不以人的意志 为转移的,美国政治干扰也不可能,这是应对逆经济全球化最重要的一个力量。" 3月26日,凤凰网财经联合长江商学院共同举办"2025博鳌•凤凰网梧桐夜话暨长江商学院之夜"交流晚宴,活动盛邀业界知名人士及权威专家共聚一堂, 就"AI 革命与全球经济新格局"这一主题进行讨论与分享。 【 热门视频推荐 】 点击在 看 持续关注↓↓↓ 那么,该如何应对当今环境下的逆全球化,如何应对特朗普带来的不确定性?龙永图认为要做好两点:一是依靠内需,二是经济结构改革,"只能依靠我们 自己,把自己的事情做好,把主动权掌握在自己手里。" ...