报道称，此次谈判备受期待，双方原定在8月27日左右谈判。印度政府高级官员此前表示，正通过正式 谈判团队、部长级会谈、外交渠道及行业对话等多重机制"全面推进"与美国的双边贸易协议磋商。官员 们还称美国是"极其重要的贸易伙伴"。 今年7月底，美国总统特朗普宣布对从印度进口的商品征收25%的关税，理由是印度征收高额关税、设 置贸易壁垒以及"与俄罗斯合作"。他还表示，印度应为上述行为支付一笔未指明数额的罚款。此外，特 朗普还签署了一项法令，对从印度进口的商品额外征收25%的关税，原因是印度从俄罗斯购买石油，制 裁措施将于8月27日开始生效。 【环球网报道 记者 赵建东】据印度新德里电视台援引消息人士的话报道称，原定8月25日至29日赴新德 里磋商的美方贸易谈判代表团行程已取消，双边贸易协议新一轮谈判可能将延期举行。报道称，尽管双 方保持沟通，但重启谈判的具体时间表尚未敲定。 印媒称，此次美国贸易谈判代表团取消行程，给两国此前约定"拟在9-10月敲定第一部分贸易协议"的最 后期限蒙上阴影。 ...

今年以来，特朗普2.0关税政策对全球经贸格局的影响日益显现。面对美国对等关税等附加关税的冲击，中央财经大学国 际经济与贸易学院院长、教授张晓涛建议，中国出口企业在市场多元化拓展中，应重视东盟、非洲和拉美等新兴市场以 及不发达国家市场的开拓与深耕，同时注重提升产品质量和加大品牌建设力度；出口转内销要突破运营模式调整、渠道 与团队重建及知识产权风险规避等多重障碍；实施海外投资，实现产能本地化，企业则要在运营交付能力、组织架构与 团队管理、成本管控等方面达到更高要求，以规避运营成本攀升、本地化合规不足、产业集群依赖等风险。 张晓涛认为，当前全球经贸规则格局正从二战后的"秩序法则"转向单边主义的"实力法则"。中国企业需理性评估自身在 产业链中所处的位置，结合形势审慎决策，在市场布局、运营模式与国际化战略上进行系统性、整体考量调整，以应对 这场历史性、趋势性的经贸规则与经贸格局变革。 瀚闻资讯分析师杨凤杰指出，在全球经贸规则重塑背景下，地缘政治驱动、规则碎片化加速、安全韧性优先等非理性特 征主导全球贸易格局，成为企业开展国际贸易不确定性的最大来源，也倒逼中国企业重塑全球化竞争逻辑。从化解路径 上看，企业转内销需应对产品 ...

Core Insights - Cambodia's trade with ASEAN countries reached $9.67 billion in the first seven months of the year, marking a year-on-year growth of 5.2% [1] - The trade volume with ASEAN accounted for 26.3% of Cambodia's total international trade during the same period [1] Trade Exports and Imports - Exports to ASEAN amounted to $3.53 billion, reflecting a significant year-on-year increase of 17.8% [1] - Imports from ASEAN totaled $6.14 billion, showing a slight year-on-year decline of 0.9% [1] Major Trade Partners - Vietnam remains Cambodia's largest trading partner, with bilateral trade reaching $4.95 billion, up by 7.5% [1] - Thailand is the second-largest partner, with trade around $2.4 billion, experiencing a minor decline of 0.6% [1] - Singapore ranks third with a trade volume of approximately $900 million, increasing by 17.1% [1] - Indonesia is fourth with about $600 million in trade, down by 9% [1] - Malaysia holds the fifth position with trade also around $600 million, growing by 11% [1] Key Export and Import Goods - Major exports from Cambodia to ASEAN include agricultural products, clothing, footwear, bags, electronics, and bicycles [1] - Key imports from ASEAN consist of food and beverages, electrical and electronic equipment, construction materials, agricultural machinery, and vehicles [1]

8月13日，大健云仓(GCT)盘中上涨2.73%，截至22:32，报31.59美元/股，成交999.63万美元，总市值 11.90亿美元。 财务数据显示，截至2025年06月30日，大健云仓收入总额5.95亿美元，同比增长5.8%；归母净利润 6169.8万美元，同比增长13.91%。 作者：行情君 资料显示，大健云仓科技公司是一家在开曼群岛注册成立的境外控股母公司,主要由其境内实体子公司 大健云仓科技(苏州)有限公司运营。大健云仓"是从事大件商品出口的B2B交易平台,是全球领先的国际 贸易数字化服务商。依靠国际化商业架构,自有全球化物流仓储系统及精准数据营销分析系统,打造"全球 家居流通骨干网"。 本文源自：金融界 ...

Group 1 - AstraZeneca has made continuous investments in Qingdao, Shandong for three consecutive years, with a new production base expected to be operational by the end of 2028 [1] - Germany's Almayer Group has also increased its investment for the fourth time, establishing a new calcined alumina plant in Qingdao, indicating strong foreign interest in the region [1] - The Chinese government emphasizes the importance of high-level opening up and reform, aiming to create new opportunities for economic development in Qingdao [1] Group 2 - The China-Europe Railway Express from Qingdao reaches Europe in just 17 days, while truck transport to Moscow takes only 7 days, showcasing the efficiency of logistics in the region [2] - Qingdao has established a comprehensive logistics network, connecting over 700 ports in more than 180 countries and regions, with 32 regular China-Europe Railway routes linking 54 cities in 23 countries [2] - The city is actively expanding its international logistics channels to enhance trade and industry integration, indicating significant growth potential [2] Group 3 - Qingdao's Free Trade Zone has implemented a "white list" system for medicinal and food products, significantly reducing transaction costs for businesses by 50% [3] - Over 60 companies in the medicinal and food sector have settled in the Qingdao Free Trade Zone, creating a multi-industry chain that includes import, processing, and cross-border trade [3] - Recent reforms have eliminated restrictions on trade volume for small and medium enterprises, allowing more businesses to benefit from the new policies [3] Group 4 - The establishment of the China-Shanghai Cooperation Organization Local Economic and Trade Cooperation Demonstration Zone in Qingdao aims to enhance industrial internet services and support for smart home appliance industries [4] - The Haier Group's industrial internet ecosystem has seen a significant increase in orders, reflecting the success of the new industrial model [4] Group 5 - Qingdao is enhancing its policy framework to improve information sharing, logistics connectivity, and project collaboration among Shanghai Cooperation Organization member states [5] - The Shandong government has proposed 23 support measures across four areas to accelerate the development of the Shanghai Cooperation Organization Demonstration Zone [6] - Continuous efforts are being made to promote higher levels of opening up and to inject new momentum into regional cooperation [6]

2025.08. 12 本文字数：1959，阅读时长大约3分钟 作者 | 第一财经 冯迪凡 当地时间11日，世贸组织（WTO）确认，巴西已就美国关税措施向WTO提出争端磋商请求。 巴西称，美国已对所有巴西产品征收10%的关税，并对部分巴西原产产品额外征收40%的关税。第一财经记者看到，该争端磋商请求的通讯 文件已于8月11日分发给WTO各成员。 巴西称，美国这些措施违反了《1994年关税与贸易总协定》(GATT 1994)和《关于争端解决规则与程序的谅解》(DSU)中多项条款。 据央视报道，当地时间8月5日，巴西总统卢拉称，美国总统无权对巴西加征50%的高额关税，巴西政府将保护受影响的工人和企业，动用一 切可用手段，首先是向世界贸易组织提出申诉，以捍卫国家利益。 通讯文件显示，7月15日，USTR办公室启动了对巴西所谓"对美国社交媒体公司以及其他损害美国公司、工人、农民和技术创新者的不公平 贸易行为"的301条款调查。随后在7月30日，美国总统发布了一项题为"应对巴西政府对美国构成的威胁"的行政命令。该行政命令重申了美 国总统于7月9日致巴西总统的信函中提出的指控。 该行政命令声称，巴西政府所谓的"政策、做法 ...

Core Viewpoint - Brazil has formally requested dispute consultations with the WTO regarding the high tariffs imposed by the United States, claiming these measures violate multiple provisions of international trade agreements [1][5]. Group 1: Tariff Measures - The U.S. has imposed a 10% tariff on all Brazilian products and an additional 40% tariff on certain Brazilian-origin products [1][3]. - Starting August 1, 2025, the U.S. plans to impose a 50% tariff on all Brazilian imports, which Brazil argues is unjustified and unrelated to the economic relationship between the two countries [3][4]. - Brazil asserts that the U.S. has a trade surplus with Brazil, contradicting claims that the trade deficit poses a significant threat to U.S. economic security [3][4]. Group 2: Legal Basis for the Complaint - Brazil claims that the U.S. actions violate the General Agreement on Tariffs and Trade (GATT 1994) and the Dispute Settlement Understanding (DSU) [5][6]. - Specific violations include the imposition of additional tariffs on Brazilian products while exempting certain other trading partners, which Brazil argues is discriminatory [6]. - Brazil reserves the right to present further facts and claims during the consultation process and anticipates a response from the U.S. regarding the request [6].

Group 1 - AstraZeneca has made continuous investments in Qingdao, Shandong for three consecutive years, with a new production base expected to be operational by the end of 2028 [1] - Germany's Almayer Group has also increased its investment for the fourth time, establishing a new calcined alumina plant in Qingdao, indicating strong foreign interest in the region [1] - The Chinese government emphasizes the importance of high-level opening up and reform, aiming to create new opportunities for economic development in Qingdao [1] Group 2 - The China-Europe Railway Express from Qingdao reaches Europe in just 17 days, while truck transport to Moscow takes only 7 days, showcasing the efficiency of logistics in the region [2] - Qingdao has established a comprehensive logistics network, connecting over 700 ports in more than 180 countries and regions, with 32 regular China-Europe Railway routes linking 54 cities in 23 countries [2] - The city is actively expanding its international logistics channels to enhance trade and industry integration, indicating significant growth potential [2] Group 3 - Qingdao's Free Trade Zone has implemented a "white list" system for medicinal and food products, significantly reducing transaction costs by 50% for related enterprises [3] - Over 60 companies in the medicinal and food sector have settled in the Qingdao Free Trade Zone, creating a multi-industry chain that includes import, processing, and cross-border trade [3] - Recent reforms have eliminated restrictions on trade enterprises, allowing more small and medium-sized businesses to benefit from the new policies [3] Group 4 - The establishment of the China-Shanghai Cooperation Organization Local Economic and Trade Cooperation Demonstration Zone in Qingdao aims to enhance industrial internet services and support for smart home appliance industries [4] - The Haier Group's industrial internet ecosystem has seen a significant increase in overall order volume, reflecting the success of the initiative [4] Group 5 - Qingdao is enhancing its policy framework to improve information sharing, logistics connectivity, and project collaboration among Shanghai Cooperation Organization member states [5] - The Shandong government has proposed 23 support measures across four areas to accelerate the development of the Shanghai Cooperation Organization Demonstration Zone [6] - The local government is committed to advancing higher levels of openness and fostering high-quality development to inject new momentum into regional cooperation [6]

扩大制度型开放，耕好开放试验田—— 英国阿斯利康公司连续3年在山东青岛追加投资，新生产基地预计2028年底投产；深耕青岛27年的德国 安迈铝业集团第四次增资，新建煅烧氧化铝工厂……跨国公司用行动证明，世界看好中国，看好青岛。 2024年5月，习近平总书记在山东考察时强调："打造高水平对外开放新高地""要在进一步全面深化改 革、推进高水平对外开放上勇争先"。 深入贯彻落实习近平总书记重要指示精神，青岛着力实施更大范围、更宽领域、更深层次的开放，以对 外开放的主动赢得经济发展的主动，奋力打开改革发展新天地。 畅通物流大通道，做大国际朋友圈—— 从青岛驶出的中欧班列抵达欧洲腹地，仅需17天；货车经国际公路运输系统到俄罗斯莫斯科，仅需7 天……高质量共建"一带一路"为青岛带来了更多机遇。 "今年以来，我们抢抓中欧班列（济青）国家集结中心建设机遇，创新推出'仓、运、贸'一体化运营模 式，推动形成以物流促贸易、以贸易带产业的良性循环。"山东高速齐鲁号欧亚班列运营有限公司总经 理助理满坤说。 在青岛，开放的大门越开越大。青岛港连接180多个国家和地区的700多个港口；青岛胶东国际机场客运 航线可通达128个国内外城市；中欧 ...

8月11日，大健云仓(GCT)盘中上涨6.68%，截至21:35，报30.84美元/股，成交1078.18万美元，总市值 11.62亿美元。 财务数据显示，截至2025年06月30日，大健云仓收入总额5.95亿美元，同比增长5.8%；归母净利润 6169.8万美元，同比增长13.91%。 大事提醒： 8月7日，大健云仓2025年二季度累计回购金额4603万美元。 资料显示，大健云仓科技公司是一家在开曼群岛注册成立的境外控股母公司,主要由其境内实体子公司 大健云仓科技(苏州)有限公司运营。大健云仓"是从事大件商品出口的B2B交易平台,是全球领先的国际 贸易数字化服务商。依靠国际化商业架构,自有全球化物流仓储系统及精准数据营销分析系统,打造"全球 家居流通骨干网"。 本文源自：金融界 作者：行情君 ...