转自：成都日报锦观 美对印惩罚性关税生效 印度多举措应对冲击 自美国政府宣布将对印度实施惩罚性关税以来，印度总理莫迪多次在公开讲话中表示，将捍卫本国利益。莫迪25日在古吉拉特邦艾哈迈达巴 德发表讲话强调，印度政府绝不会让小微企业主、农民和畜牧业者受到伤害。"无论压力多大，我们都将不断增强实力以应对压力。" 印度政府估计，美国关税将冲击价值482亿美元的印度出口。美国商务部数据显示，2024年，美印货物贸易规模约为1288亿美元，印度对美贸 易顺差为458亿美元。 总部位于新德里的智库全球贸易研究倡议组织创始人、印度前贸易官员阿贾伊·斯里瓦斯塔瓦表示，这一"战略性冲击"或导致印度主要出口地 区出现大规模失业，降低该国在全球价值链中的参与度。 印度政府承诺 提供财政援助 印度工程出口促进委员会主席潘卡杰·查达表示，为应对关税冲击，印度政府承诺在企业遭受经济损失时提供财政援助，包括加大对银行贷款 补贴的力度、支持产业多元化。此外，印度将促进对近50个国家和地区的出口，尤其是纺织品、食品加工品、皮革制品和海产品等的出口。 据印度媒体报道，印度政府正寻求与一些主要经济体达成自由贸易协定，以促进出口和实现出口市场多元化。 ...

（原标题：泰国继续是越南在东南亚最大贸易伙伴） 越南《海关在线》8月26日报道，根据越南海关局初步数据统计，截至2025年7月越南与泰国双边贸 易总体呈良好态势，泰国继续保持越南在东南亚最大贸易伙伴地位。越南对泰国的进口总额为74.6亿美 元，较2024年同期增长10.32%；越南对泰国的出口总额达到48.4亿美元，增长4.6%，最大出口商品类别 为计算机、电子产品及零部件，出口额达8.751亿美元，同比增长107%。 ...

Core Insights - The UAE-Angola non-oil bilateral trade is projected to reach over $10 billion annually by 2033, driven by the Comprehensive Economic Partnership Agreement (CEPA) [1] Trade Performance - In 2024, the non-oil bilateral trade between the UAE and Angola is expected to be $2.17 billion, reflecting a year-on-year growth of 2.6% [1] - In the first half of 2025, the non-oil trade volume is approximately $1.4 billion, showing a significant year-on-year increase of 29.7% [1] Import and Export Dynamics - The UAE primarily imports diamonds, gold, copper and alloys, and grains from Angola, accounting for 99.8% of its imports [1] - Major exports from the UAE to Angola include light oil distillates, steel, faucets and valves, metal structures and parts, cigarettes, and perfumes, which constitute 50% of its exports [1] Economic Impact - The CEPA is expected to enhance the UAE's connections with sub-Saharan and West African markets [1] - The agreement is anticipated to contribute approximately $1 billion to the GDP of both countries and create nearly 30,000 new jobs [1]

Core Viewpoint - Brazilian President Lula criticizes the U.S. government for acting like a "world emperor" and emphasizes Brazil's willingness to negotiate on equal terms without being treated as a subordinate [1] Summary by Relevant Categories Trade Relations - Lula condemns the U.S. imposition of a 50% tariff on Brazilian goods as unreasonable [1] - Brazil aims to address trade disputes through negotiations while seeking consensus without compromising its principles [1]

Core Viewpoint - Suzhou is actively taking on the responsibility of being a major economic province, demonstrating significant growth and reform initiatives in the first half of the year [1] Economic Performance - In the first half of the year, Suzhou achieved a GDP of 1.3 trillion yuan, with a growth rate of 5.7%, ranking among the top ten cities in China for GDP growth [1] - The city's foreign trade performance was strong, with total imports and exports reaching 1.2959 trillion yuan, also growing by 5.7% [1] Foreign Investment and Open Policies - Suzhou attracted foreign investment amounting to 4.58 billion USD in the first half of the year [1] - The Suzhou Industrial Park has maintained its status as a national-level economic development zone, achieving a comprehensive evaluation "nine consecutive championships" [1] Innovation and Reform Initiatives - The city is committed to advancing technological innovation reforms, implementing eight major projects, with 85.2% of industrial enterprises having established R&D institutions [1] - Suzhou has pioneered the "four-loan linkage" mechanism for market-oriented reforms, contributing to the addition of 11 new listed companies [1] - The cumulative transaction volume of digital renminbi has surpassed 9 trillion yuan [1]

Core Insights - Thailand's exports grew by 11% year-on-year in July, marking the 13th consecutive month of growth [1] - The export value reached $28.5 billion in July, while imports increased by 5.1% to $28.2 billion, resulting in a trade surplus of $322.1 million [1] - Strong global import demand prior to the expiration of U.S. tariff exemptions in August has driven continued export growth [1] Export and Import Performance - In the first seven months of the year, exports increased by 14.4% to $195.4 billion, and imports rose by 10.6% to $195.1 billion, yielding a trade surplus of $259.9 million [1] - Exports to major markets in July saw significant growth: 31.4% to the U.S., 23.1% to China, 7.1% to Japan, and 6.6% to the EU [1] - Exports to ASEAN countries grew by 5.6%, while Cambodia, Laos, Myanmar, and Vietnam saw a growth rate of 1.9% [1] Future Outlook - Although exports are expected to slow down in August and the remainder of the year, there remains an optimistic outlook [1] - If the average monthly export value stays between $22 billion and $23 billion, Thailand can achieve its export growth target of 2% to 3% for the year [1] - Potential risks for exports in the second half of the year include trade disruptions with Cambodia, restrictions on truck transport in Myanmar, and inventory levels in importing countries [1]

Core Insights - Vietnam became Taiwan's eighth largest trading partner in the first half of 2025, accounting for 2.72% of Taiwan's total foreign trade [1] - Vietnam is Taiwan's tenth largest supplier with a market share of 2.49% and the ninth largest exporter with a market share of 2.91% [1] Trade Performance - The bilateral trade volume between Vietnam and Taiwan reached $13.92 billion in the first half of this year, representing a year-on-year increase of 31.06% [1] - Vietnam's exports to Taiwan amounted to $5.66 billion, showing a significant year-on-year growth of 48.7% [1] - In July alone, the bilateral trade volume hit $3.26 billion, marking a year-on-year increase of 76.15% [1] - Vietnam's exports in July were $1.56 billion, reflecting a remarkable year-on-year growth of 126.6% [1]

Core Viewpoint - The company has officially changed its name from "Jiangsu Shuntian Co., Ltd." to "Jiangsu Suhao Fashion Group Co., Ltd." and updated its English name accordingly, reflecting a strategic shift in branding and business focus [1][2]. Group 1 - The name change was approved during the 9th meeting of the 11th Board of Directors on August 8, 2025, and at the first extraordinary general meeting of shareholders on August 25, 2025 [1]. - The company has completed the business registration change and received a new business license from the Jiangsu Provincial Market Supervision Administration [2]. - The registered capital of the company is 438.847974 million RMB, and it is classified as a publicly listed joint-stock company [2]. Group 2 - The company was established on October 21, 1981, and is located at 21 Software Avenue, Yuhuatai District, Nanjing [2]. - The business scope includes a wide range of activities such as import and export, textile and clothing wholesale and retail, food sales, and various manufacturing and consulting services [2].

Core Insights - The total foreign trade import and export value of Weifang City reached 219.2 billion yuan in the first seven months of this year, showing a steady growth of 10.1% compared to the same period last year [1] - Private enterprises continue to play a dominant role in foreign trade, accounting for 85.4% of the total foreign trade value [1][2] - The structure of trade methods is optimizing, with bonded logistics emerging as a new growth point, achieving a significant increase of 26.8% [1] Trade Performance - Exports amounted to 149.45 billion yuan, with a year-on-year growth of 9.3%, while imports reached 69.77 billion yuan, growing by 12% [1] - General trade remains the mainstream method, with a total of 119.23 billion yuan in imports and exports, accounting for 54.4% of the total foreign trade value [1] - The ASEAN region remains the largest trading partner, with imports and exports totaling 54.24 billion yuan, a growth of 8.8% [2] Market Expansion - Emerging markets such as Latin America, the Middle East, and Africa have shown significant growth, with import and export values increasing by over 30% [2] - The diversification of markets is further enhanced, with these regions collectively accounting for 20% of the total foreign trade value, an increase of 3.7 percentage points from the previous year [2] Product Structure - On the export side, electromechanical products are the core category, with exports of 72.03 billion yuan, a growth of 15.9% [2] - Agricultural machinery exports grew rapidly, reaching 2.35 billion yuan, with a year-on-year increase of 32.2% [2] - On the import side, crude oil and electromechanical products are key drivers, with crude oil imports at 30.21 billion yuan, a significant increase of 47.8% [3]

Group 1 - The U.S. Department of Homeland Security plans to impose a 50% tariff on Indian products starting from August 27, 2025, which could act as a de facto ban on Indian goods such as garments, shrimp, and jewelry [1] - To mitigate the impact, the Indian government has implemented measures like suspending import duties on raw materials and accelerating trade negotiations with other countries [1] - Certain exemptions are outlined, including goods shipped before the tariff implementation date and specific categories like humanitarian aid and certain electronics [1] Group 2 - A new reciprocal tariff framework will be effective from August 7, 2025, affecting all non-preferential trade partners, imposing an additional 10% ad valorem tax on most countries without trade agreements with the U.S. [1] - The minimum exemption threshold of $800 for goods outside the postal system has been eliminated, requiring formal declarations through ACE [2] - Tariffs on semi-finished and derived copper products have been raised to 50%, potentially impacting trade dynamics [3] Group 3 - Traders may engage in "rush shipments" to avoid high tariffs, leading to increased import volumes at major U.S. ports like Long Beach and Los Angeles before the tariffs take effect [3] - Indian ports may face greater pressure due to reduced export volumes, impacting dock revenues and logistics service demand [3]