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 ...

在欧盟、英国、日本以及韩国等主要经济体与美国达成的贸易协定中，后者除了对前者进口商品收 取15%以上的关税外，还获得了前者数额不等的投资承诺。根据耶鲁大学预算实验室的最新估计，目前 美国平均有效关税率已达到18.3%，为1934年以来的最高水平，只是特朗普政府在酣畅淋漓地享受着贸 易谈判胜利果实的同时，美元也在静悄悄地承受着信用流失之痛。 美元之所以成为国际货币体系中的龙头货币，最为广泛的逻辑基础就是经济全球化，简言之，是全 球自由化贸易与多边交易安排，让美元在世界范围内畅行无阻，并且商品与服务的贸易自由化程度越 高，交易的范围越广大，美元可流动与可触及的地域就越开阔，相反，关税政策就是提高贸易门槛，将 一些国家隔离与排除在美国的贸易体系之外，通俗地讲就是，贸易门槛高了，非美国家获得美元的难度 加大了，与美国做生意的国家少了，美元的需求量也就变小了，这种情况下美元自然就失去了传统影响 力。因此，关税政策破坏了全球贸易体系，也同时撕裂了国际货币体系，尤其是作为主流货币的美元信 用基础。 对于特朗普来说，在进口关税政策上大动干戈的目的要么是企图扭转美国贸易逆差，要么是提升企 业在非美国家与地区的投资经营成本，进而 ...

世贸组织日前指出，近期关税措施的全面影响在持续显现，关税不确定性使企业信心、投资和供应链持续承压，是全球贸易环境中最具破坏性的力量之一 文 |《财经》特约撰稿人 金焱 发自华盛顿 编辑 | 苏琦 美国正通过系统性关税措施和贸易协议重构全球贸易格局，但全球贸易正处于停滞状态，最新数据表明这种放缓可能会进一步加深，因为疲弱的消费需 求、高利率和更紧缩的财政政策正在抑制跨境商品流动。 美国政府称，其贸易协议将为美国农民和工厂打开外国市场，促进美国繁荣。但经济学家警告，关税可能会增加美国消费者的成本，并拖累经济增长。 摄/金焱 世界贸易组织8月8日发布最新一期贸易预测报告，将2026年全球货物贸易增长预期从4月预测的2.5%下调至1.8%。报告警告，近期关税调整将对全球贸易 前景产生负面影响。美国7日生效的高额"对等关税"将在2025年下半年及2026年拖累美国进口、抑制美国贸易伙伴出口。 全球贸易正处于停滞状态，最新数据表明这种放缓可能会进一步加深。摄/金焱 美国总统特朗普第二任期推出的"对等关税"政策已全面启动，这一政策构建了涵盖钢铁、铝、铜等战略性产业的差异化税率体系，形成了覆盖全球69个贸 易伙伴的立体化关税 ...

Core Viewpoint - The article emphasizes that trade wars have no winners and weaken global economic vitality, with the initiating party ultimately paying a heavy price. Open cooperation is presented as the only correct path to achieve shared prosperity [1][2]. Group 1: Trade Policies and Impacts - The U.S. government announced a 40% tariff on Brazilian products starting August 6, leading to an effective 50% tariff on most Brazilian exports to the U.S. [1] - Historical evidence shows that trade wars, such as the U.S. tariffs on Japanese products in the 1980s, provided short-term protection but did not reverse the decline in U.S. manufacturing competitiveness, exacerbating global trade tensions [1][2]. Group 2: International Cooperation and Responses - The article advocates for maintaining a stable international trade environment, highlighting that many countries have achieved rapid growth and poverty reduction through open trade [2]. - Brazil is actively pursuing trade diversification and aims to protect its industrial system and employment market against unreasonable tariffs, emphasizing respect for international rules [2]. - Brazil values cooperation with major trading partners like China, particularly in sectors such as agriculture, energy, and infrastructure, showcasing the potential of South-South cooperation [2][3]. Group 3: Future Outlook - Brazil intends to uphold principles of openness, inclusivity, and transparency in trade, advocating for dialogue and cooperation to resolve disputes and improve global governance mechanisms [3].

Group 1 - Trump threatens to impose a 35% punitive tariff on EU goods if the EU does not fulfill its $600 billion investment commitment, an increase from the previously threatened 30% [1][3] - The dispute originates from a trade agreement where Trump claims he reduced tariffs from 30% to 15% based on the EU's promise to invest $600 billion, which is criticized as vague and lacking concrete commitments [3][5] - The EU's requirement to purchase $750 billion in energy products from the US by 2028 is deemed unrealistic, as current imports are only $61.9 billion, necessitating an annual purchase of $250 billion, which would constitute 85% of the EU's energy spending [3][5] Group 2 - The EU quickly clarified that the $600 billion investment is dependent on voluntary private sector commitments, lacking guarantees or obligations, effectively rendering it an empty promise [5][7] - Similar situations arise with Japan and South Korea, where their commitments are largely based on loans or minimal direct investments, undermining Trump's claims of trade victories [5][7] - The EU has shifted its focus to China, threatening sanctions based on unsubstantiated claims of Chinese support for Russia, which raises questions about the timing and credibility of these accusations [7][9] Group 3 - The EU's actions may be a strategy to divert attention from domestic trade agreement disputes, align with US pressure on China, and gauge Trump's response to Russia, but this could further damage EU-China relations [9][12] - The current situation highlights the severe challenges facing the global trade order, with Trump's "America First" policy threatening to disrupt established economic ties [12] - Future US-EU trade disputes are likely to escalate, with the potential for the 35% tariff threat to be enacted, raising questions about the EU's response if it fails to meet the $600 billion demand [12]

Group 1 - Indian Prime Minister Modi's upcoming visit to China in late August marks his first trip to the country in seven years, highlighting its significance [1] - Following the announcement of Modi's visit, US President Trump expressed the possibility of imposing new tariffs on China, particularly targeting countries purchasing Russian oil [3] - Trump's threats against China are seen as part of a broader strategy to counteract the growing cooperation between China and Russia, indicating a desire to maintain US dominance [5][7] Group 2 - The US has reduced tariffs on India from an initial 250% to 25%, reflecting a significant concession amid ongoing trade tensions [7] - Trump's aggressive stance towards both China and India is perceived as an attempt to exert pressure, but it may backfire, as indicated by India's response to the situation [5][6] - The dynamics of US-India trade are likely to be affected by the imposition of higher tariffs, which could complicate future negotiations [5]

Group 1 - The core issue revolves around Trump's recent threats to impose tariffs on China, following his decision to increase tariffs on India to 50%, which could severely impact US-India trade relations [1][4] - India's response to US sanctions has been relatively passive, with Modi's government seeking negotiations rather than confrontation, indicating India's economic vulnerability [4][5] - The US's stance is that India's support for Russia through oil purchases undermines the US-European alliance, leading to economic repercussions for India [7][8] Group 2 - Despite facing sanctions, India has benefited economically from discounted Russian oil, which it refines and exports, helping to control domestic inflation [7] - In contrast, China has not faced similar sanctions despite its significant oil purchases from Russia, highlighting a disparity in US policy towards these two nations [8][10] - China's economic strength and strategic position make it less susceptible to US pressure, as it has developed robust countermeasures against sanctions [10][11] Group 3 - The complex relationships among China, the US, India, and Russia are characterized by intertwined interests, with China advocating for mutual development and trade [13] - India's realization of the potential benefits of repairing relations with China amidst US pressures reflects a shift in its strategic considerations [11][13]

Core Insights - The African Export-Import Bank (Afreximbank) reported that intra-African trade is projected to reach $220.3 billion in 2024, reflecting a 12.4% increase from the previous year [1] Group 1: Trade Contributions - South Africa remains the largest contributor to intra-African trade, with trade volume amounting to $42.1 billion, accounting for approximately 20% of the total intra-African trade [1] - Despite a slight decline compared to last year, South Africa continues to play a central role in regional groups such as the Southern African Customs Union and the Southern African Development Community [1] - West African countries, particularly Nigeria and Côte d'Ivoire, have also shown significant growth, with Côte d'Ivoire's trade with African nations reaching $10.6 billion, representing 4.8% of total intra-African trade [1] - Nigeria's trade with African countries has improved significantly, amounting to $18.4 billion [1] Group 2: Trade Growth Challenges - The report highlights that trade growth across African regions is uneven, with slow growth in Central African countries due to poor infrastructure and weak management mechanisms [2] - Structural barriers among African nations continue to limit the full potential of the African Continental Free Trade Area [2] - The report recommends targeted policy interventions, significant investments in transportation, energy, and digital infrastructure to reduce trade costs [2] - It also suggests that Africa should integrate and innovate financing mechanisms, including blended finance and public-private partnerships, to support necessary infrastructure and capacity-building projects for sustainable growth across the continent [2]

Core Insights - Algeria is implementing significant measures to enhance economic complementarity, modern logistics, and efficient export networks, aiming to become a trade hub in Africa and a catalyst for South-South cooperation [1] Group 1: Trade Initiatives - Algeria launched a direct maritime route from Algiers to Dakar operated by the state-owned shipping group Gatma in July 2022, connecting Algeria with the West African market and serving as a vital link for goods transportation within the African Continental Free Trade Area [1] - The establishment of five free trade zones in border areas with neighboring countries such as Mauritania, Mali, Tunisia, Libya, and Niger is underway, aimed at attracting investment, promoting local resource processing, and building regional industrial chains [1] Group 2: Financial Integration - Algeria will officially join the Pan-African Payment and Settlement System (PAPSS) on August 1, 2025, allowing for instant cross-border transaction settlements in the national currency, which is expected to reduce trade costs and eliminate currency barriers among African nations [1] Group 3: Trade Representation - Algeria is setting up trade offices and bank branches in several African countries to support local businesses in expanding into international markets [1] Group 4: Upcoming Events - From September 4 to 10, Algeria will host the fourth African Internal Trade Fair (IATF) in collaboration with the African Export-Import Bank and the African Continental Free Trade Area Secretariat, showcasing Algeria's role as an active participant in African economic development and support for the continental free trade area [2]