2025.04. 11 本文字数：2499，阅读时长大约4分钟 导读 ： 冯德莱恩表示，针对特朗普所谓的"对等关税"的进一步反制措施可能会针对美国对欧盟的巨额服务顺 差。 作者 | 第一财经 冯迪凡 日前，欧盟委员会主席冯德拉恩在接受公开采访时表示，若同特朗普政府谈判失败，欧盟就准备部署 其最强有力的贸易措施，并可能对美国数字企业征税。 她还表示，欧盟将在特朗普政府暂停征收额外关税的90天内，寻求与华盛顿达成一项 "完全平衡 "的 协议。 不过，"我们正在制定报复性措施，"她解释说，这些措施可能包括首次使用欧盟反胁迫工具。 针对是否谈判双方能够实现合作共赢这种前景，欧洲工商管理学院经济学教授、欧洲经济政策研究中 心（CEPR）副主席法塔斯（Antonio Fatas）对第一财经记者表示，目前看到的进程并不理性。"我 们谈论的是，目前引导美国的是一种缺乏战略和错误的逻辑。当一方从这个角度出发时，就很难考虑 什么是最佳的谈判问题。我无法预测美国总统特朗普的想法。我希望经济现实能让他的立场趋于合 理。到目前为止，这一切都没有发生。" "再也回不去了" 冯德莱恩在采访中表示，特朗普的贸易战已经造成了"全球贸易的彻底拐 ...

欧盟如何应对美国政府关税大棒？答案是两手准备。 欧盟是美国的重要贸易伙伴，美国进口商品中，来自欧盟的最多，2024年美国进口商品中，来自欧盟的占18.5%。在美国出口商品方面，欧盟是其第二大市 场（加拿大居第一）。 对此，欧盟现在的做法是做好两手准备。 一方面希望谈判解决问题。 欧盟负责贸易的官员谢夫乔维奇称，欧盟仍希望通过对话和谈判推动美方取消关税。 欧盟委员会主席冯德莱恩也说，欧盟已做好和美国谈判的准备。 冯德莱恩甚至提出欧盟和美国互相实行零关税的想法。有意思的是，最近这几天，马斯克也提议美欧之间实现零关税。 不过，零关税听起来似乎很简单公平，真正实行起来难度却非常大。实际上，美国和欧盟在十多年前就想成立完全自由贸易区，当时双边谈判成立"跨大西 洋贸易和投资伙伴关系"（TTIP）。但在特朗普第一任期时，美国政府否定了这个设想。 关税方面，这届美国政府加征关税之前，世贸组织称欧盟对美国商品征收的平均关税为5%，而欧盟认为实际上美欧双边贸易，互相征收的平均关税为1%左 右。 因为各种商品情况不一样，所以征收关税有差别。比如在汽车方面，欧盟对美国汽车征收10%关税，而美国对欧盟汽车征收关税平均为2.5%。前一阵 ...

Core Insights - The report highlights the ongoing developments in various sectors, particularly in healthcare and technology, indicating potential investment opportunities in companies involved in these areas [6][10]. Domestic Financial Market - The Shanghai Composite Index closed at 3348.44, with a slight increase of 0.38%, while the Shenzhen Component Index was at 10503.66, showing a minor decrease of 0.01% [4]. Macro News Summary - The National Medical Products Administration is accelerating the establishment of general standards for medical robots, AI medical devices, and high-end medical imaging equipment [6]. - The Ministry of Education plans to establish a national language and character big data center by 2027 [7]. - The China Academy of Information and Communications Technology reported that the domestic smartphone shipment in February reached 19.662 million units, marking a year-on-year increase of 37.9% [8]. Industry Latest Developments - The first pricing for brain-computer interface services has been released, presenting development opportunities for related stocks such as Sanbo Brain Science (301293) and Aipeng Medical (300753) [10]. - Support for the innovation and development of high-end medical devices is being promoted, with related stocks including Mindray Medical (300760) and Hotgen Biotech (688068) [10]. - A mechanism for coordinated advancement of digital China construction is being established to promote high-quality development in the digital industry, with related stocks like Data Port (603881) and Runjian Co., Ltd. (002929) [10]. Focus on Listed Companies - Kuaijishan (601579) has adjusted the sales prices of some key products, with a price increase of 4-5% for its pure series yellow wine and 6-9% for its three-year aged series [12]. - TBEA (600089) is investing in a coal-to-natural gas project with a total investment of 17.04 billion yuan, aiming for an annual capacity of 20 billion Nm3 [12]. - Ruixin Technology (300828) has signed an agreement for the acquisition of shares representing 24.19% of the company's total equity [12]. Market Review and Outlook - On April 1, the total trading volume in the two markets was 1.1323 trillion yuan, with 3,651 stocks rising and 1,346 falling. The trading volume decreased by 89.3 billion yuan compared to the previous day [14]. - The three major indices opened slightly higher but retreated after reaching a peak, indicating a healthy pullback after touching the five-day moving average [15]. - Market hotspots included controlled nuclear fusion and pharmaceuticals, while sectors like humanoid robots and precious metals saw significant outflows [15].