美国贸易代表办公室数据显示，2024年美国与欧盟货物贸易总额约9759亿美元，高于与任何其他单 一经济体的货物贸易额。2024年美国对欧盟货物贸易逆差为2356亿美元，较前一年增加12.9%。（记 者：邓仙来） "不，不，那是硬启动日期。也就是说，8月1日新关税措施就将生效。"卢特尼克进一步解释说，美 方关税起征日并非贸易谈判的截止日，"没有什么能阻止其他国家在8月1日后（继续）与我们对话，但 从8月1日起这些关税还是得征"。 近日，美国总统特朗普先后致信多国领导人，称将从8月1日起对这些国家征收新关税。7月12日， 特朗普宣布，将自8月1日起对欧盟输美商品征收30%的关税，称欧盟的关税和非关税贸易壁垒导致美对 欧出现巨额贸易逆差。 欧盟委员会主席冯德莱恩13日对媒体表示，欧盟决定推迟原定于布鲁塞尔时间14日零时实施的对美 反制措施，以期同美方达成贸易协议，但如果未能达成协议，"我们将继续准备（实施）反制措施，我 们完全做好准备"。 新华社北京7月21日电 美国商务部长卢特尼克当地时间20日说，美方有信心与欧盟达成贸易协议， 但8月1日作为美方拟向欧盟输美产品征收30%关税的起始日期是"硬性"的，此后双方仍可 ...

Core Viewpoint - The U.S.-EU trade negotiations are at a stalemate, with the U.S. imposing a hard deadline of August 1 for new tariffs unless a trade agreement is reached [1][2]. Group 1: U.S. Position - U.S. Commerce Secretary Wilbur Ross emphasized that new tariffs on the EU will begin on August 1, marking a firm deadline for negotiations [1][2]. - The U.S. is pushing for a higher baseline tariff of 15% or more, which exceeds the previously accepted 10% by the EU [3][4]. - The U.S. administration has repeatedly delayed the tariff deadline, but the latest statement indicates no further extensions will be granted [2]. Group 2: EU Response - The EU is preparing for a robust countermeasure, including potential tariffs on over $100 billion worth of U.S. exports and the use of unprecedented "Anti-Coercion Instrument" (ACI) to respond to U.S. economic pressure [5]. - Germany, traditionally inclined towards a quick agreement with the U.S., has shifted its stance to support a stronger response alongside France and other member states [4][5]. - The EU had previously been close to an agreement that included a 10% baseline tariff and increased purchases of U.S. energy products and semiconductors, but negotiations have stalled due to U.S. demands for higher tariffs [3][4].

货币政策预期分化加剧 美国关税政策的不确定性持续影响着全球金融市场。特朗普政府陆续宣布对多个国家和地区征收20%至50%的关税，涉及欧盟、墨西哥、日本、韩国等主要 贸易伙伴。这些关税措施的实施时间从原定的7月9日推迟至8月1日，为各方谈判争取了额外时间。 欧盟方面对美国的关税威胁表示强烈反对，丹麦外交大臣拉斯穆森称这些威胁"绝对不可接受"。与此同时，欧盟委员会主席冯德莱恩直言"不可能达成协 议"，显示出双方在贸易问题上的分歧依然巨大。这种贸易紧张局势的升级直接推动了避险需求的增长。 美国单月关税收入同比暴增301%至270亿美元，本财年首次突破千亿美元大关。这一数据反映出关税政策对全球贸易格局的深刻影响。各国被迫采取反制措 施，全球贸易链面临前所未有的压力。 在全球贸易摩擦持续升温的背景下，黄金价格表现出微幅上涨态势。近期金价突破3350美元关口，显示出避险资产在不确定性环境中的韧性。关税政策的反 复变化成为影响贵金属走势的关键因素，市场参与者密切关注各国贸易谈判进展。 关税政策扰动市场情绪 美联储货币政策走向的不确定性为黄金价格提供了额外支撑。美联储主席鲍威尔在参议院听证会上警告，关税可能导致物价一次性上涨 ...

Core Insights - The third China International Supply Chain Promotion Expo (Chain Expo) concluded successfully, showcasing the latest achievements in global industrial and supply chain cooperation [1] - The event attracted 210,000 online and offline visitors, a 5% increase from the previous year, and over 6,000 cooperation agreements were signed [1] - The expo served as a platform for international and domestic enterprises to interact, share resources, and promote the stability and optimization of global supply chains [1] Group 1: Event Highlights - The Chain Expo featured 152 new products, technologies, and services, marking a 67% increase from the last event [1] - Companies like Jiangsu Hengrui Carbon Fiber Technology Co., Ltd. showcased innovative products aimed at the commercial aircraft and low-altitude flight sectors, emphasizing a green circular composite material ecosystem [2] - Taiyuan Fulairda Logistics Equipment Technology Co., Ltd. presented AI-driven industrial robots and received inquiries from over 20 domestic and international companies on the first day [3] Group 2: Technological Innovations - The expo highlighted the application of AI and embodied intelligence in the industrial chain, with companies like Jiechuang Intelligent Technology Co., Ltd. showcasing AI electromagnetic network capture products [3] - The "Beijing Initiative" released at the expo called for the acceleration of digital, intelligent, and visual supply chain development using technologies like AI, IoT, and blockchain [4] - Jiangsu Qingtian Industrial Internet Co., Ltd. introduced an AI big data solution for global supply chain reconstruction, addressing the needs for digitalization and compliance [5] Group 3: Industry Collaboration - Guangdong Zhuozhi Supply Chain Technology Group launched the "Shumaitong" cross-border supply chain management platform, integrating AI technology into international trade processes [6] - The expo emphasized long-term cooperation over immediate transactions, promoting a collaborative environment among exhibitors [6] - The event aimed to enhance connections between businesses, leveraging big data and AI to optimize enterprise interactions and foster a "find friends" model [6]

Core Insights - The trade volume between Shandong and Central Asian countries has shown significant growth, with a 36.4% increase in imports and exports in the first half of the year, reaching 14.19 billion yuan [2][3] - The cooperation between Shandong and Central Asia is expected to expand in various sectors, including modern agriculture, equipment manufacturing, and green minerals, leveraging the complementary strengths of both regions [2][3] - The establishment of the "China-Central Asia Multimodal Transport Corridor" and the exploration of new models such as "train + cross-border e-commerce" are key initiatives to enhance trade and investment [4] Trade and Economic Cooperation - In 2024, the trade volume between Shandong and the five Central Asian countries is projected to reach 21.136 billion yuan, with new contracts for foreign engineering projects amounting to 905 million USD [2] - Over 100 Chinese investment enterprises have been established in Central Asia, with approved investments totaling 736 million USD [2] - The average annual growth rate of trade between the Shanghai Cooperation Organization (SCO) demonstration zone and Central Asian countries has been 14.6% over the past three years [3] Strategic Initiatives - The SCO demonstration zone aims to enhance economic, cultural, and human exchanges, positioning Shandong as a successful model for regional development [3] - The focus on building international logistics corridors and optimizing port services is intended to lower logistics costs and improve efficiency for Central Asian countries [4] - The upcoming "China Year" for the SCO is expected to bring new opportunities for cooperation among member states [4]

Group 1 - The economic exchange between China and North Korea is becoming increasingly active, with trade volume growing over 30% year-on-year from January to June this year [1] - China's exports to North Korea increased by over 30% to $1.05 billion, while imports from North Korea rose by over 20% to $210 million in the first half of the year [1] - There are plans to restore international passenger train services between the capitals of both countries to encourage tourism and business travel [2][3] Group 2 - Strong demand for indoor building materials has been noted in China's exports [2] - The North Korean National Tourism Administration has updated its website to include new international train schedules connecting Pyongyang and Beijing [2]

据新华社报道，近期中美经贸磋商机制首次会议在英国伦敦举行。在此背景下，特朗普刚对华示好，国 际局势却风云突变。 当地时间7月16日，特朗普在签署"全面遏制芬太尼贩运法案"前，谈及芬太尼问题时称中方一直在该问 题上帮助美国。而此前，特朗普曾借芬太尼问题对中国发起关税威胁，态度可谓180度大转弯。不仅如 此，近段时间美国在芯片出口等问题上对中国松口，恢复处理中国留学生赴美签证、准许美国能源企业 对华出口乙烷、撤销对华芯片设计软件出口许可证要求等。 冯德莱恩（资料图） 特朗普态度转变，主要是因为美国在对华关税战中并未占到便宜。一方面，美国国内企业因关税成本上 升，经营压力增大，不少企业呼吁缓和对华关系。另一方面，美国在国际上的贸易伙伴也对其关税政策 心生不满，美国的国际经济环境有所恶化。特朗普政府意识到，一味强硬难以达到目的，开始寻求与中 国的合作契机，为后续的经贸谈判等创造有利条件。 特朗普宣布自8月1日起对欧盟加征30%的关税，本以为能让欧盟服软。可欧盟委员会主席冯德莱恩迅速 回应，宣布欧盟与印尼签订了自由贸易协定。印尼作为金砖组织重要成员国，与欧盟达成自贸协定，无 疑在特朗普的贸易战略布局上撕开一道口子。欧盟 ...

Core Viewpoint - The article discusses the unexpected backlash against Trump's tariff policies, particularly from Brazil, which challenges the U.S.'s dominant position in global trade [1][2][4]. Group 1: Tariff Policy and Reactions - Trump's administration planned to impose tariffs as high as 50% on Brazilian goods to address perceived trade deficits, but Brazil countered that the trade relationship has resulted in a surplus for the U.S. exceeding $410 billion over the past 15 years [4]. - Brazil's strong rejection of the tariff policy, including a refusal to accept unilateral actions from the U.S., signals a shift in its willingness to act as a subordinate in trade matters [4][10]. - In response to Brazil's defiance, Trump shifted his strategy to impose a uniform 15% tariff on over 120 countries, indicating a significant underestimation of global reactions [6][15]. Group 2: Global Implications - Brazil's stance has prompted other nations, including Japan, South Korea, and Canada, to reassess their positions regarding U.S. trade policies, with many expressing dissatisfaction and considering retaliatory measures [10][11]. - Japan's Prime Minister has indicated a desire for greater independence from U.S. influence, reflecting a broader trend among nations to seek more balanced trade relationships [11]. - Countries like Canada and Vietnam are also preparing to implement countermeasures against U.S. tariffs, highlighting a growing resistance to Trump's unilateral approach [13][15]. Group 3: Long-term Consequences - The article suggests that while Trump's tariffs may yield short-term benefits, the long-term global backlash could force the U.S. to reevaluate its trade strategies [19][21]. - The evolving global economic order, marked by countries asserting their trade rights, indicates a potential shift away from U.S. dominance in international trade [16][19].

Core Viewpoint - The China-Shanghai Cooperation Organization (SCO) Local Economic and Trade Cooperation Conference in Qingdao released the "Qingdao Initiative," which outlines a clear path for regional economic cooperation under the SCO framework, emphasizing the importance of local collaboration for high-quality economic development [1] Group 1: Key Cooperation Directions - The "Qingdao Initiative" is based on the "Shanghai Spirit" and proposes six core cooperation directions to establish a closer, more efficient, and mutually beneficial local economic and trade cooperation framework [4] - The first direction focuses on building international logistics corridors, enhancing connectivity among SCO member states, and establishing Qingdao as a hub for the Asia-Pacific market [4] - The second direction aims to create sustainable international partnerships in supply chains, ensuring stability and promoting practical cooperation among SCO regions [4] Group 2: Trade and Investment Enhancement - The third direction emphasizes upgrading trade and investment quality by exploring trade potential among SCO regions and optimizing trade structures through e-commerce and digital trade [5] - The fourth direction promotes interactive cooperation among key industrial parks in SCO countries, facilitating resource sharing and enhancing industrial upgrades [5] Group 3: Open Cooperation Platforms - The fifth direction focuses on building shared open cooperation platforms, enhancing the capabilities of various SCO economic cooperation centers and promoting resource linkage [5] - The sixth direction advocates for a new vision of local economic and trade cooperation, emphasizing mutual trust, equality, and innovation in cooperation mechanisms [6]

Group 1: Visa Waiver Agreement Impact - The mutual visa waiver agreement between China and Malaysia officially took effect on July 17, allowing citizens of both countries to enter each other's territory without a visa for up to 30 days, with no termination date set for the policy [3][5][15] - Following the agreement, there has been a significant increase in flight operations, with over 4,000 flights to Malaysia since 2025, marking a growth of over 40% [5][6] - The number of Malaysian travelers entering China through Shenzhen Airport has exceeded 148,000 since 2025, reflecting a nearly 60% year-on-year increase, making Malaysian nationals the largest group of foreign travelers at this airport [7][15] Group 2: Tourism Industry Response - Travel agencies in both countries are actively expanding their offerings, with a notable increase in demand for deep travel experiences and educational tours, particularly during the summer peak season [8][10] - Following the announcement of the visa waiver, travel agencies reported a 30% increase in transaction volume, with popular destinations experiencing supply shortages [12][10] - The demand for business travel has also surged, with multiple business delegations from Malaysia visiting China to explore investment opportunities [13][18] Group 3: Economic Cooperation Enhancement - The visa waiver is expected to stabilize business expectations and reduce costs for enterprises, facilitating more efficient cross-border cooperation [15][17] - Companies in Shenzhen have reported a significant reduction in order processing time, from an average of 2-3 months to 1-1.5 months, leading to a 30% increase in order conversion rates [18][21] - Chinese companies are more confident in expanding their operations in Malaysia, with one brand already establishing over 100 stores in the country since 2025 [23]