Group 1 - A new company, Linyi Shengjing International Trade Co., Ltd., has been established with a registered capital of 600,000 RMB [1] - The legal representative of the company is Liu Na [1] - The business scope includes general projects such as import and export of goods, sales of super materials, lightweight building materials, new metal functional materials, artificial boards, daily wooden products, special labor protection products, plastic products, furniture accessories, wood and bamboo processing machinery, packaging materials and products, and retail of hardware products [1]

央视网消息：世界贸易组织8日发表最新预测显示，2025年全球商品贸易增长将达到0.9%，较今年4月预测的-0.2%大幅回升，但仍低于美 国关税升级前预计的2.7%。而随着关税影响逐步显现，2026年全球货物贸易增长预期将从先前的2.5%下调至1.8%。 另据世贸组织和国际货币基金组织当天发布的数据显示，美国平均关税税率已攀升至20.1%，为20世纪初以来最高水平。 世贸组织8日在贸易展望更新报告中指出，此次上调2025年增长预期主要由于美国在关税正式生效前大幅提前进口，即"前置采购"现象。 然而随着美国7日新关税生效，预计将在2025年下半年至2026年间对美国进口形成持续压力，并抑制其贸易伙伴的出口。 从区域来看，报告预测2025年亚洲经济体仍将是全球货物贸易增长的最大正向推动力，而北美地区在2025年和2026年都将对全球贸易增长 产生负面影响。 世贸组织总干事伊维拉表示，近期关税措施的全面影响仍在逐步显现。她指出："关税不确定性的阴影持续严重影响商业信心、投资和供 应链。在全球贸易环境中，不确定性仍是最具破坏性的因素之一"。 ...

Group 1 - The stock price of Dajian Cloud Warehouse (GCT) increased by 30.02% on August 9, reaching $28.8 per share, with a trading volume of $84.934 million and a total market capitalization of $1.085 billion [1] - As of March 31, 2025, Dajian Cloud Warehouse reported total revenue of $272 million, representing a year-on-year growth of 8.3%, while the net profit attributable to shareholders was $27.146 million, showing a slight decrease of 0.18% year-on-year [1] Group 2 - On August 7, Dajian Cloud Warehouse is scheduled to release its mid-year report for the fiscal year 2025 after the market closes (Eastern Time), with the actual disclosure date subject to company announcements [2] - Dajian Cloud Warehouse Technology Company is a Cayman Islands-registered holding company primarily operated by its domestic subsidiary, Dajian Cloud Warehouse Technology (Suzhou) Co., Ltd. It is a leading B2B trading platform for large goods export and a global leader in international trade digital services [2]

短期变量改善促预期向好 "可喜的进展""贸易局势的缓解""温和的增长"……一系列较为积极的表述，出现在7月29日国际货币基 金组织(IMF)首席经济学家皮埃尔-奥利维耶·古兰沙的演讲中。当天，IMF发布《世界经济展望报告》更 新内容，小幅上调今明两年世界经济增长预期。报告预计，2025年和2026年世界经济将分别增长3%和 3.1%，较今年4月预测值分别上调0.2和0.1个百分点。 IMF上调世界经济增长预期是基于多重因素的综合考量，这些因素包括：在美国加征关税预期下，进出 口前置效应强于预期；当前美国实际关税税率低于其4月宣布的水平；美元走弱改善金融环境，为全球 注入流动性；另有一些主要经济体实施了财政扩张政策。 不过，IMF也警告，世界经济活动在一定程度上因大幅加征关税预期而扭曲。今明两年，经济政策不确 定性仍将威胁世界经济稳定。贸易政策不确定性较高、地缘政治紧张局势升级、财政脆弱性加剧等构成 世界经济下行风险，各经济体应通过构建清晰透明的贸易框架减少不确定性。 美国总统特朗普无差别挥舞"关税大棒"，不仅在美国和其贸易伙伴国的信任关系上"砸"出一道道巨大裂 缝，也给处于调整期的世界经济格局"砸"出了一些新 ...

Core Points - The U.S. has implemented new "reciprocal tariffs" on 69 trade partners, with rates ranging from 10% to 41%, causing widespread criticism and concern among affected countries [1][2][3] - The tariffs are seen as a continuation of the U.S. administration's aggressive trade policy, with specific countries like Brazil, Switzerland, India, and Japan facing particularly high rates [2][3][4] - The trade agreements reached with countries like South Korea and the EU are under scrutiny, with concerns about the fairness and execution of these agreements [5][6] Summary by Category Tariff Implementation - The new tariffs, effective from August 7, include a 15% rate for 40 countries, while 10 countries face rates of 19% or 20% [1] - Brazil faces a combined tariff rate of 50% due to additional tariffs imposed on its products [2] - Switzerland is subjected to a 39% tariff, the highest among European nations, raising alarms about its economic impact [2] Reactions from Affected Countries - Brazil's President Lula has stated that the country will not yield to U.S. pressure and has sought consultations through the WTO [2] - India's government has condemned the U.S. tariffs as unfair and has pledged to protect its national interests [3] - South Korea's agreement with the U.S. has faced criticism domestically for perceived excessive concessions [3] Trade Agreement Concerns - Japan's trade agreement with the U.S. is facing challenges, as the newly announced tariffs contradict prior agreements, leading to calls for correction [4] - The EU's agreement with the U.S. has been criticized for signaling weakness and excessive concessions, particularly from Germany [5] - Analysts suggest that the U.S. may continue to apply pressure on countries to reach trade agreements, but the long-term sustainability of such policies remains uncertain [6]

Core Viewpoint - The Chinese government has issued a notification to replicate and promote 77 pilot measures from the Shanghai Free Trade Zone (FTZ) to enhance high-level institutional openness and align with international trade rules [1][4]. Group 1: Financial Sector Innovations - The People's Bank of China emphasizes the importance of financial innovations in the Shanghai FTZ, highlighting the optimization of cross-border cash pools for multinational companies and the promotion of international payment services [2][3]. - Key initiatives include enhancing the functionality of free trade accounts, facilitating cross-border data flow in the financial sector, and expanding the application of digital RMB in foreign trade [2][3]. Group 2: Trade and Investment Facilitation - The 77 measures aim to enhance trade and investment facilitation, including optimizing international transit operations and integrating customs management with port operations to improve clearance efficiency [4]. - The measures also cover areas such as intellectual property protection, government procurement reform, and labor rights protection, with nearly half of the measures focusing on these sectors [4]. Group 3: Digital Trade and Economy - The Shanghai FTZ is actively aligning with international digital trade standards, focusing on data cross-border flow, digital technology application, and expanding data sharing [5][6]. - In 2024, Shanghai's digital trade imports and exports are projected to reach $109.53 billion, representing a 4.9% year-on-year growth and accounting for 30.1% of the national total [6]. Group 4: Customs Efficiency for Consumer Goods - The General Administration of Customs is enhancing the efficiency of customs clearance for imported consumer goods, particularly fruits, by developing a data recognition system for plant quarantine [7]. - Simplified domestic quarantine measures have shown positive results in the Shanghai FTZ and are being promoted nationwide to improve trade safety and convenience [7].

Core Insights - The East Asian cooperation, primarily through the ASEAN and 10+3 mechanisms, is under significant pressure due to U.S. tariffs and geopolitical challenges, necessitating resilience and adaptability for future growth [1][4][12] Group 1: Economic Growth and Challenges - The ASEAN and 10+3 region is projected to have an economic growth rate of 3.8% in 2025, showing resilience amid global trade turmoil, although growth may slow to 3.6% in 2026 due to ongoing challenges [1][2] - The 10+3 cooperation mechanism, which originated in response to the 1997 Asian financial crisis, has evolved to address economic recovery and long-term development, highlighting its crisis-driven nature [2][3] Group 2: Structural Adjustments and Trade Dynamics - The U.S. tariffs pose a direct threat to the export-driven economies of the 10+3 countries, which rely heavily on trade with the U.S. and are now compelled to adjust their export structures [4][5] - Countries like Japan and South Korea have engaged in significant investments and market openings to mitigate the impact of U.S. tariffs, while ASEAN nations are experiencing internal divisions regarding trade agreements with the U.S. [6][7] Group 3: Regional Cooperation and Integration - The 10+3 cooperation framework is characterized by a strong emphasis on political trust and market complementarity, with a combined population of approximately 2.2 billion, creating a substantial consumer market [3][4] - The Regional Comprehensive Economic Partnership (RCEP) is seen as a vital tool for enhancing regional economic integration, focusing on tariff reductions and unified rules of origin [11][12] Group 4: Future Directions and Strategic Initiatives - To strengthen regional cooperation, the 10+3 countries should maintain ASEAN's central role, implement RCEP effectively, and embrace digital and green economies as new growth engines [8][9] - Enhancing the regional financial safety net and exploring local currency settlements are crucial for increasing resilience against external economic shocks [8][12]

Export Performance - In July, exports showed resilience with a year-on-year increase of 7.2% compared to 5.9% in the previous month, while imports rose by 4.1% from 1.1%[1] - Cumulative export value from January to July increased by 6.1% year-on-year, up from 5.9%, while cumulative imports decreased by 2.7%, an improvement from a decline of 3.8%[1] - The trade surplus in July was $98.24 billion, down from $114.75 billion in the previous month[1] Price and Quantity Indices - The export price index reached 100.5, up from 98.7, marking a recovery since May 2023, while the export quantity index was 106.7, down from 107.7[1] - The import price index slightly increased to 99.3 from 99.2, with the import quantity index rising to 103.0 from 98.7[1] Product Structure - Cumulative export value of electromechanical products rose by 8.1%, accounting for 60.0% of total exports, while high-tech products increased by 6.0%, making up 24.2%[2] - Integrated circuit exports surged by 20.5%, and automotive exports (including chassis) grew by 9.7%, while household appliances and mobile phones saw declines of -0.4% and -10.5%, respectively[2] Regional Export Trends - Exports to the U.S. fell by 12.6%, while exports to ASEAN and the EU increased by 13.5% and 7.0%, respectively[3] - The share of exports to the U.S. was 11.8%, while ASEAN accounted for 17.7% and the EU for 14.9% of total exports[3] Investment Insights - The report highlights the resilience of Chinese exports supported by diversification in destinations and product structure upgrades[4] - Risks include fluctuating U.S. tariff policies and insufficient global demand recovery[5]

特朗普又升级了关税战，这次连盟友都下手，却没直接点名中国。新关税清单里，叙利亚、老挝、缅甸 被一刀砍进40%以上的最高档，贸易量小，纯属用来立威。加拿大被惩罚性加到35%，英国乖乖配合只 需交10%。美国这所谓的对等关税，其实就是服从性测试：听话就低税，不听话没本事就加死你。 ...

（原标题：石破茂、莫迪强硬回应特朗普） 来源：新华社 面对美国关税大棒，日印领导人发声 美国政府此前公布的经过调整的"对等关税"于7日生效。美数十个贸易伙伴将被征收10%至41%不等的 关税，其中日本的税率为15%。美国总统特朗普6日签署行政令，以印度"以直接或间接方式进口俄罗斯 石油"为由，对印度输美产品征收额外的25%关税。 面对美国的关税大棒，日本首相石破茂表示，美方没有落实此前达成的协议内容并"强烈要求美方立即 采取措施修正总统行政令"；印度总理莫迪表示，尽管不答应美方条件会付出代价，印度不会因此牺牲 国内产业利益。 石破茂：强烈要求美方修改 莫迪7日在新德里表示，尽管不答应美方条件会付出代价，但印度不会因此牺牲国内农业、乳业和渔业 利益，因为印度农民利益"至关重要"。此前，印美双方在贸易谈判中就农产品及进口俄罗斯石油问题无 法达成一致。 外界普遍认为，这是莫迪在美国对印度新一轮加征关税措施后首次直接回应。 特朗普6日行政令颁布后，印度政府随即发布声明称，美方对印度加征关税的做法"不公平、不公正、不 合理"，印度将"采取一切必要行动"维护国家利益。印度已经明确了在购买俄罗斯石油问题上的立场， 即进口是 ...