——这个消息是北美东部时间9月30日，美国贸易代表格里尔（Jamieson Greer）在参加纽约经济俱乐部 （the Economic Club of New York）时发言的内容，有许多现场目击者，所以消息内容本身是可靠的， 关键是这些消息所包含的美国政府和特朗普（Donald Trump）真正用意是什么。 格里尔原话是"如果你去问总统'我们和中国达成协议了么'，他会说'是的，这就是我们的协议。我们对 中国征收55%关税，这就是协议内容。'所以这就是一个良好的现状'，此外他还说了一些希望能够继续 与中方官员进行定期磋商，努力实现更加平衡的贸易关系，双方都能扩大"非敏感商品"的贸易，比如美 国的农产品和中国的消费品等诸如此类的话。 消息称美国不准备降低对华关税税率，是否可靠？ 很显然，美方试图将原本无端提出的20%"芬太尼关税"常态化和固定化，借以长期维持比中方对美产品 关税率低20%的美方对华关税率，同时继续维持在对华进出口、技术封锁等方面长期以来的双标。而中 方博弈的关键，则是力图在继打破"特朗普第三原则"之后，再打破其第一、第二原则，即破解其"极限 施压"和"漫天要价，就地还钱"的手法。 具体到策略 ...

Core Points - The United States has suspended tax exemptions on imported packages valued at $800 or less starting from August 29, which will require all small packages to pay applicable taxes [1] - The Universal Postal Union (UPU) has reported that over 20 member countries have announced a suspension of sending packages to the U.S. due to the new regulations, significantly impacting global postal operators [1] - The UPU is a specialized agency of the United Nations responsible for international postal affairs, with 192 member countries [1] Summary by Sections Economic Impact - The cancellation of tax exemptions on small packages will ultimately increase costs for U.S. consumers, as approximately 4 million small packages enter the U.S. daily, potentially amounting to $220 billion annually [2] - If these packages are subject to an average tariff of 17.3%, it could generate an additional $40 billion in tariffs annually, aligning with the Trump administration's fiscal strategy [2] Operational Challenges - The new tax regulations will complicate customs operations, as U.S. Customs will need to process millions of packages daily, leading to significant delays and increased time costs for consumers [2][5] - The fragmented and unmanageable nature of the new tax system may deter consumers from purchasing products from abroad, particularly everyday items and consumer goods [5] Broader Implications - The U.S. decision may lead to more countries halting package shipments to the U.S., limiting consumer access to international products [5] - The impact on global supply chains is expected to be limited, primarily affecting small-value consumer goods rather than bulk commodities like oil or automobiles [5] - The policy is projected to adversely affect low-income groups in the U.S. and create further challenges for logistics companies [5]

Core Insights - The 2024 National Comprehensive Bonded Zone Development Performance Evaluation results have been released, with Haikou Comprehensive Bonded Zone achieving a national ranking of 27th, marking a significant improvement of 37 places from the previous year, and entering the A category for the first time [2][3] - Haikou Airport Comprehensive Bonded Zone ranked 70th nationally, improving by 76 places and entering the B category [2] Group 1 - The evaluation assesses the high-quality development and high-level opening-up effectiveness of comprehensive bonded zones, reflecting their construction progress and development achievements [2] - The Haikou Comprehensive Bonded Zone has leveraged the "Free Trade Port + Customs Special Supervision Area" policy advantages, focusing on advanced manufacturing, imported consumer goods, and international trade as its main industries [3] - Since the issuance of the "Overall Plan for the Construction of Hainan Free Trade Port," the Haikou Comprehensive Bonded Zone has seen annual growth rates of 21% in operating income, 10% in tax revenue, 12% in total import and export value, and 18% in industrial output value [3] Group 2 - In 2024, the total import and export value of the Haikou Comprehensive Bonded Zone reached 33.4 billion, representing a growth of 24.6%, while in the first half of 2025, it achieved 15.8 billion, growing by 17.7%, accounting for approximately 13% of Hainan Province and 40% of Haikou City [3] - The Haikou Comprehensive Bonded Zone aims to seize the significant opportunities presented by the Hainan Free Trade Port's closure operations, focusing on accelerating the implementation of investment projects, optimizing industrial structure, and enhancing the business environment [3]

Group 1 - The "Liaoning-Hong Kong Investment Promotion Exchange Conference" was held in Shenyang on June 5, aiming to help Liaoning enterprises leverage Hong Kong for overseas expansion and promote mutual cooperation [2][3][5] - Hong Kong is the largest source of foreign investment for Liaoning, with over 13,000 foreign enterprises established in Liaoning by April 2025, accounting for 46.3% of the province's total foreign investment [5] - There are over 300 Liaoning enterprises investing in Hong Kong, with a registered investment amount exceeding $7.5 billion [5] Group 2 - The event was co-hosted by the Hong Kong Special Administrative Region Government's Invest Hong Kong, the Beijing Office of the Hong Kong Government, and the Liaoning Provincial Department of Commerce [3][5] - The Assistant Director of Invest Hong Kong emphasized the strong performance of mainland enterprises listed in Hong Kong, with 20 companies from Liaoning across various sectors including manufacturing, energy, finance, and healthcare [3][5] - The Liaoning Provincial Department of Commerce expressed the intention to expand trade in machinery, agricultural products, and consumer goods, and to encourage Hong Kong enterprises to invest in advanced manufacturing, new energy, and digital economy sectors in Liaoning [3][5]

Core Viewpoint - Yantai Customs and five other customs authorities have jointly launched 20 measures to promote stable growth and quality improvement in foreign trade, supporting Yantai's development as a green, low-carbon, high-quality demonstration city and a central city in the Bohai Rim region [1][2][3]. Group 1: Support for Key Industry Clusters - Customs will support the development of the green petrochemical industry, promoting "batch inspection" and "one-stop testing" reforms to build a trillion-level green petrochemical industry base [1]. - The automotive industry will receive support through the implementation of "special frame transportation for vehicles," creating a comprehensive cross-border logistics complex for vehicles [1]. - The aerospace industry will be supported by integrating policies for high-end shipbuilding and marine engineering equipment, accelerating the construction of offshore launch platforms [1]. - The clean energy sector will benefit from collaboration between enterprise laboratories and customs technology centers, facilitating the import of clean energy equipment [1]. - The biopharmaceutical industry will see the launch of a "white list" pilot for the import of research materials, exploring customs facilitation reforms for "food and medicine homologous" products [1]. Group 2: Promotion of Emerging Specialty Industries - Customs will support the digital economy by establishing green channels for the import and export of key equipment and components, promoting shared use of tax-exempt research equipment [2]. - The marine engineering equipment industry will be supported through "networked supervision + main material work method," aiding the construction of a national advanced manufacturing cluster [2]. - The marine fishery industry will adopt a packaged review model for foreign fishing vessels, supporting the introduction of quality marine genetic resources [2]. - The specialty agricultural and food industry will enhance overseas registration efforts, promoting local products like Qixia fruits and Laiyang prepared dishes [2]. Group 3: Enhancing High-Level Open Platforms - Customs will assist in the construction of a "global mineral product bonded mixing center" and promote the "smart mixed copper" project [2]. - The establishment of a "national Japan-Korea consumer goods distribution center" will be pursued, exploring pilot projects for export consolidation and cross-border e-commerce returns [2]. - Development of comprehensive bonded zones will be promoted, enhancing intelligent management applications and supporting the creation of port industrial clusters [2]. - High-level openness in free trade pilot zones will be encouraged, focusing on marine economy and new chemical materials [2]. Group 4: Integration of Port, Industry, and City Development - Customs will enhance international logistics channels, promoting "water-water intelligent transfer" and expanding the application of smart transfer supervision platforms [3]. - The functionality of ports will be enriched, supporting the import of products like fruits and logs [3]. - Customs will improve port logistics efficiency through centralized management and one-stop services [3]. - Smart customs construction will be advanced, integrating with smart ports and promoting the "cloud port" inspection model [3]. Group 5: Deepening Customs Service Functions - Customs will support the growth of private enterprises, providing tailored AEO cultivation plans based on their characteristics [3]. - The service mechanism for enterprises will be optimized, with regular activities to engage with businesses and address their issues [3]. - Customs will enhance foreign trade analysis and statistical services, improving macro decision-making support and expectations management [3].