金砖峰会刚刚落幕，特朗普便对本届峰会的主办国巴西发动了攻击，他以关税为武器，宣布对巴西加征高达50%的关税。这个税率极为惊人，哪怕是长期与 美国关系紧张的日本，其税率也远低于30%。显而易见，特朗普此举不仅是在向巴西施压，更是想借此震慑其他发展中国家，展现出美国的强硬态度。 在巴西被加征关税后，另一国的名字也出现在特朗普的关税名单上。不过与巴西不同，这个国家显然成了"冤大头"。那么，事情究竟是怎么一回事呢？ 特朗普的这一轮"关税攻势"将贸易战推向了新的高度。7月7日，他通过社交媒体宣布了对14个国家加征关税的名单，日韩两国赫然在列。尽管日本一直对美 国的政策持有强硬立场，但其政府依然表现出强烈的不满，认为特朗普此举是变相要求日本屈服，然而日本政界普遍认为，国家利益不应为了讨好美国而出 让。 而韩国则显得更加微妙。李在明刚刚上任，韩国政坛的稳定对他来说至关重要。美国在韩国的影响力一向深远，因此如果李在明表现得过于强硬，国内一些 反对派势力可能会借机攻击新政府。于是，李在明政府选择了较为温和的回应，表示将通过积极对话与美国解决分歧。 特朗普或许意识到，这一问题难以用经济数据来说服公众，于是他转向博尔索纳罗，试图借 ...

日本首相石破茂与韩国总统李在明周二均乐观地表示，有望在8月1日之前达成双方都能接受的协议。 亚洲其他市场方面，截至美国东部时间凌晨3:30，香港恒生指数上涨1%；印度Nifty 50指数持平；澳大 利亚S&P/ASX 200指数亦收于持平。 2025年7月1日，唐纳德·特朗普总统在"空军一号"专机上接受媒体采访。图片来源：ANDREW CABALLERO- REYNOLDS—AFP/GETTY IMAGES 亚洲市场对特朗普政府最新宣布的对部分贸易伙伴的关税税率普遍反应平淡。与此同时，美国总统似乎 也将新关税的生效日期推迟至8月1日。 周一，特朗普政府宣布对日本和韩国这两个贸易伙伴统一征收25%的关税，这与特朗普在4月最初威胁 实施的税率大致相同。但目前，美国贸易伙伴的新贸易协定谈判期限延长至8月1日，而非先前设定的7 月9日最后期限。 日本日经225指数周二收涨0.3%，韩国Kospi指数上涨1.8%。 特朗普在致日本和韩国的信函中指出，被认定为"为逃 避更高关税"而转运的商品"将适用更高关税"， 但他并未提供具体细节。 此前特朗普政府与越南达成的协议规定，对通过该东南亚国家转运的商品征收40%的关税，但特 ...

Core Points - The Hong Kong government has published the "Import and Export Ordinance 2025" to technically amend the existing import and export regulations, facilitating the transition to the third phase of the "Single Window" system [1][2] - The "Single Window" aims to streamline the submission of trade documents between businesses and government, enhancing customs clearance efficiency and reinforcing Hong Kong's position as an international trade and logistics hub [1][2] - The third phase will replace the long-standing "Government Electronic Trade Services" and will require businesses to submit relevant trade documents through the "Single Window" [2][3] Summary by Sections Implementation Phases - The "Single Window" is being implemented in three phases, with the first two phases launched in 2020 and 2023, covering 42 types of trade documents [2] - The third phase is the most complex, involving a wide range of stakeholders and a large volume of documents, including import/export declarations and cargo information [2] Features of the Third Phase - Businesses can submit trade documents directly or authorize value-added service providers to do so on their behalf [2] - There is an option for businesses to voluntarily submit import/export declarations and cargo manifests before shipment through the "Single Window" [2] - Electronic submission of road cargo manifests and receipts will reduce operational costs for businesses [2] Transition Arrangements - The revised ordinance includes transitional provisions allowing the third phase to operate alongside the "Government Electronic Trade Services" for a period [3] - The Hong Kong Customs will conduct promotional and training activities to ensure a smooth transition for businesses before the launch of the third phase [3]

Core Points - The article discusses the unexpected increase in tariffs by the Trump administration on Vietnam, despite initial agreements suggesting a significant reduction in tariffs [1][2] - Vietnam's government has not formally accepted the proposed tariff changes, leading to skepticism about the existence of a finalized agreement [1][2] - The situation has caused strong reactions in Vietnam, with officials expressing surprise and disappointment at the unilateral decision made by the U.S. [2][3] Group 1: Tariff Negotiations - Trump announced a framework agreement that would impose a 20% tariff on Vietnamese exports, down from a previously announced 46% [1] - The Vietnamese negotiating team reportedly agreed to a tariff level of around 11%, which Trump disregarded in his announcement [1][2] - The lack of a formal agreement document raises questions about the validity and timing of the new tariff rates [2][3] Group 2: Impact on U.S.-Vietnam Relations - The tariff dispute could jeopardize the diplomatic relations and growing economic ties established between the U.S. and Vietnam since the end of the Vietnam War [3] - Trade between the U.S. and Vietnam has significantly increased, from $2.9 billion in 2002 to over $139 billion in 2022, with Vietnam becoming the sixth-largest source of U.S. imports [3] - Other countries are increasingly anxious about negotiating with the U.S. under the current administration, fearing arbitrary changes to agreements [3]

Economic Overview - The economic performance of Huicheng District remains stable under pressure, with industrial output value reaching 35.128 billion yuan, a year-on-year increase of 11.7% [1] - The industrial production accelerated, with a monthly output value of 7.833 billion yuan, showing a year-on-year growth of 16.9% [1] Industrial Performance - The value added in the mining industry increased by 26.9% year-on-year, while the manufacturing sector grew by 13.2% [1] - The electricity, heat, gas, and water production and supply industry saw a decline of 1.8% year-on-year [1] Fixed Asset Investment - Fixed asset investment decreased by 14.7% year-on-year, with the decline slightly widening compared to the previous month [1] - Construction and installation investment fell by 19.5% year-on-year, but the decline narrowed by 0.8 percentage points [1] Trade and Consumption - The total foreign trade import and export value reached 16.97 billion yuan, growing by 43.8% [3] - Imports surged by 111.3% to 8.78 billion yuan, while exports increased by 7.1% to 8.18 billion yuan [3] Retail Sales - Total retail sales of consumer goods amounted to 35.619 billion yuan, with a year-on-year growth of 9.1% [2] - Online retail sales through public networks reached 7.145 billion yuan, marking a significant increase of 66.2% [2]

Group 1: Core Perspectives - The BRICS summit in Rio de Janeiro marked the first meeting after the inclusion of new members, emphasizing the importance of youth cooperation as a bridge for cultural exchange and mutual understanding [1][2] - The BRICS declaration reaffirmed commitments to enhance cooperation across three main pillars: political and security, economic and financial, and cultural and human [2][10] - The expansion of BRICS has led to increased opportunities for young expatriates, who are eager to contribute to the BRICS mechanism and foster innovation [5][8] Group 2: Economic and Trade Developments - The inclusion of new BRICS partners has resulted in significant changes, particularly in multilateral dialogue and regional cooperation, enhancing connectivity with emerging economies [3][4] - There is a noticeable increase in Chinese investments in Brazil, with more local consumers opting for Chinese products, especially electric vehicles [2][4] - The BRICS mechanism has facilitated the establishment of new business ventures, such as a Chinese renewable energy company in Thailand, benefiting from tax incentives [4][6] Group 3: Youth Engagement and Innovation - Young expatriates are actively participating in BRICS-related initiatives, leveraging their familiarity with local markets and technologies to enhance cross-border cooperation [5][7] - The younger generation is utilizing new media and technology to promote cultural exchange and business opportunities, such as through e-commerce and social media platforms [7][8] - There is a strong desire among young expatriates to engage in sectors like renewable energy and agriculture, contributing to the development of innovative solutions within the BRICS framework [8][10] Group 4: Future Prospects and Global Governance - The BRICS mechanism is seen as a vital platform for enhancing South-South cooperation and addressing global challenges such as food security and climate change [10] - Young expatriates express optimism about the BRICS' role in global governance, particularly in amplifying the voice of the Global South on international issues [10]

【开栏的话】新一轮"出海潮"澎湃，"走出去"成为中企发展壮大的战略选择。作为全球最具增长潜力的新兴市场之一，非洲成为许多出海中国企业的选择。 与此同时，国际环境日趋复杂，不确定性因素明显增多，中企出海非洲也面临多重风险，如何正确认识和把握、有效防范和化解海外风险成为中企出海非洲 必须面对的课题。日前，由新华社直属机构中国经济信息社自主研发的"非洲探针"正式发布，致力于构建对非经贸数智化"信息枢纽"和覆盖中企出海非洲全 流程的开放、专业、可信、高效的信息服务生态。新华财经特开设"非洲探针"栏目，定期发布风险信息分析，助力中企出海行稳致远。 "非洲探针"数据显示，2025年以来，尼日利亚累计监测到的各类风险事件共计1383起，1月至6月平均每月监测到的风险事件为223起。分析发现，尼日利亚 风险事件总量和月均量均居非洲之首，整体安全形势复杂严峻。 从事件类型看，尼日利亚风险事件涉及社会治安、政治安全、社会动荡、交通安全、社会治理、政府干预、网络安全等多个类别。其中，社会治安事件、社 会动荡事件、政治安全事件数量位居前三，占比分别为46.90%、29.68%和12.02%。 新华财经上海7月10日电（谢贤保、葛佳明 ...

Economic Growth Outlook - Morocco's GDP growth forecast for 2025 has been raised from 4.3% to 4.5% by Fitch, driven by strong investment, recovering consumer markets, and improving foreign trade conditions [1][2] Investment Dynamics - Productive investment is the main driver of the current economic recovery, with total capital formation in Q1 showing a significant year-on-year increase of 17.5%, marking a post-pandemic high [1] - The Moroccan central bank has cut interest rates by a total of 75 basis points, with expectations for further reductions, facilitating credit expansion across various sectors, including consumer loans [1] Infrastructure and Major Events - Preparations for major international events such as the 2025-2026 Africa Cup of Nations and the 2030 World Cup are underway, leading to increased investments in infrastructure, transportation, and hospitality [1] - Fixed asset investment growth is expected to reach 7.9% in 2025, with a slight decline to 5.9% in 2026, still significantly above historical averages [1] Consumer Spending Trends - Consumer spending is showing signs of recovery, driven by low inflation, agricultural recovery boosting farmer incomes, rapid tourism growth, and declining financing costs [2] - Private consumption growth is projected to reach 4.5% in 2025, with continued positive momentum expected in 2026 [2] Inflation and Trade Balance - Inflation expectations for 2025 have been revised down from 1.1% to 0.7%, benefiting from stable energy prices, a weaker dollar, and improved domestic food supply [2] - The trade deficit is expected to improve in 2025 due to reduced agricultural import demand and a recovering European market, supported by Morocco's deep integration with European supply chains [2]

当地时间7月9日，美国总统特朗普在社交媒体平台"真实社交"上发布了致巴西有关加征关税的信函，表 示美国将自2025年8月1日起对所有巴西产品征收50%的关税。(央视新闻) ...

7月3日，特朗普在社交媒体高调宣布与越南达成新贸易协议，此消息引发国际关注，也为后续多国动向 埋下伏笔。越南对美出口商品面临至少20%的关税，而美国商品进入越南市场享受"零关税"待遇，这种 20比0的关税对比，足见越南在协议中的让步程度。协议规定，对被认定为"经越南转运"的商品征收 40%的惩罚性关税。由于东南亚国家与中国供应链深度交织，此条款明显是美国为防止中国商品借道越 南进入美国市场而设，旨在在中国与东南亚国家间制造矛盾。 苏林（资料图） 7月9日是特朗普宣布的暂停90天"对等关税"政策的最后期限，此前全球多数国家对其关税政策持反对态 度。越南在此时率先妥协，让原本观望的国家产生动摇，可能促使更多国家主动与美国谈判，也让特朗 普在关税问题上态度更加强硬，未来其他国家与美达成协议时，面临的关税税率恐难低于20%。特朗普 政府最初计划对所有进口自柬埔寨的商品征收49%的"对等关税"，理由是柬埔寨对美贸易顺差过大，这 给柬埔寨经济带来巨大压力。 据智通财经报道，7月4日，柬埔寨与美国就互惠贸易协定框架达成共识，虽未明确具体关税调整幅度， 但柬埔寨在一定程度上做出让步，以避免高关税对本国出口产业造成沉重打击。 ...