（ 转 载请注明出处：微信公众号 lixunlei0722 ） 关税加码背后的深层原因 年初至今，美国对他国的进口关税税率不断加码，尽管关税政策朝令夕改，但税率则超乎想象地往上加。如美方近日 公布的所谓"对等关税"方案，向所有贸易伙伴征收不同水平的关税，拟对中国加征 34% 关税，对欧盟、越南、中国 台湾地区、日本、印度、韩国、泰国、瑞士、印度尼西亚、马来西亚、柬埔寨等贸易伙伴征收 20% 到 49% 不等的 关税，对任何贸易伙伴的最低对等税率也为 10% 。 近年来中国对美顺差的占比已下降 来源： Wind ，中泰证券研究所 为此，我国也采取了向原产于美国的所有商品加征 34% 的进口关税，鉴于美方是在今年对中国加征 20% 关税基础 上再加征 34% 的，说明中方加征的关税属于克制的回应，且留有谈判余地。 特朗普再度当选总统之后，他的施政方略围绕着 MAGA ，即对外加征关税以获得 5000 亿美元以上的关税收入，又 能重振美国的制造业；对内通过政府效率部（ DOGE ）来精简机构、裁减公务员以节省开支、提高效率。同时，限制 移民、国内减税等政策可以起到鼓励投资、保护就业的作用。 特朗普任期与历任总统行政 ...

当然，除了速度和技术，中国造船企业在成本控制方面也是无敌的存在。看看那些面向全球市场的 LNG运输船，中国厂家做到了既便宜又好用。凭借人工成本比日本和韩国低50%的优势，再加上更便宜 的钢材价格，中国企业能够以七折的成本生产出高品质的船只。 眼红了，为对付中国造船厂，美国把自家破绽全公 开 中国造船业霸榜全球！美国疯狂征收服务费，停一次150万 造船业不仅是一门生意，更是国家安全战略的重要支柱。而这场商业与军事实力的比拼，直接关系到两 国在全球地缘政治舞台上的角色定位。 现如今，中国在全球造船市场上的表现就像开启了"加速器"。不论是订单数量还是技术创新，都让人不 得不佩服。即便强如美国，如今也不得不承认自己的造船能力被中国反超。那么，中国的造船厂凭什么 能让世界其他国家甘拜下风？美国为重建造船辉煌，又出了哪些"怪招"？ 1、中国造船业崛起，背后秘诀是什么？ 随着造船业的崛起，中国造船厂化身"拼图达人"，比如为了造一艘46万吨的海上油库，直接将其分成两 大模块同步施工，比传统的方法快了整整十个月。 不仅如此，中国造船厂还把AR技术请到造船现场。工人们只需戴上特制眼镜，那些复杂的电缆走线就 变得清晰可见。这种高科 ...

Summary of Deep Sea Technology and Robotics Conference Call Industry Overview - The conference focuses on the **Deep Sea Technology** industry, which has been recognized as a national emerging industry in China's 2025 government work report, indicating increased governmental support and investment opportunities in this sector [2][3]. Key Points and Arguments - **Government Support**: The inclusion of deep sea technology in the national strategy reflects the government's commitment to the marine power strategy, leading to increased market attention and investment opportunities [2][3]. - **Significant Achievements**: China's deep submergence system has made notable progress with the "Jiaolong" and "Fendouzhe" achieving full coverage, and plans to build an ecological space station in the South China Sea, marking a new phase in deep sea technology [5][6]. - **Economic Growth Driver**: Deep sea technology is seen as a crucial driver for economic growth, facilitating industrial upgrades and innovations, particularly in oil and gas resource development and military capabilities [5][6]. - **Shipbuilding Industry Benefits**: The shipbuilding sector is expected to benefit from deep sea technology advancements, with standardized ship types potentially changing traditional valuation systems and increasing order volumes [13][15]. - **Global Leadership**: China holds a leading position in the global shipbuilding industry, with significant demand for deep sea engineering vessels in resource extraction and infrastructure projects [20][17]. - **Distinction from Low Altitude Economy**: Deep sea technology relies heavily on government investment and is primarily driven by state-owned enterprises, contrasting with the low altitude economy which is more market-oriented [21][22]. - **Rapid Industrialization**: The deep sea industry is expected to progress faster than the low altitude economy due to fewer regulatory hurdles and a more straightforward investment process [22]. Additional Important Insights - **Resource Exploration**: There is a significant potential for deep sea mineral resource exploration, with manganese nodules already showing economic viability [19][23]. - **Technological Advancements**: The development of AI and robotics is anticipated to enhance the efficiency of resource extraction in deep sea environments [19]. - **Investment Recommendations**: Key companies recommended for investment include: - **Changying Tong**: Specializes in underwater communication products, crucial for underwater infrastructure [9]. - **Zhongke Haixun**: Focuses on underwater acoustic equipment, playing a vital role in national defense [10]. - **China Marine Defense**: A state-owned enterprise with a dominant position in underwater equipment [11]. - **Zhongke Xingtou**: Engaged in digital earth research, contributing to marine monitoring [12]. Conclusion - The deep sea technology sector is poised for significant growth driven by government support, technological advancements, and increasing global demand for marine resources. The shipbuilding industry, in particular, stands to benefit from these developments, making it a key area for investment and strategic focus in the coming years.