7月底，特朗普政府突然宣布对印度商品加征25%关税，随后在8月初又追加25%，形成罕见的50%叠加 关税。这项被称为史上最严厉的贸易惩罚措施，主要针对印度的纺织品、珠宝和农产品，将于8月27日 正式生效。美国贸易代表办公室声称，此举是为了印度不公平的贸易行为。 印度方面的反应异常强硬。莫迪政府连续召开紧急内阁会议，外交部长苏杰生在记者会上强调：印度的 能源安全不容谈判，我们有权自主选择贸易伙伴。印度工商联合会发布报告指出，新德里已拟定包括提 高美国农产品关税在内的反制清单。更值得注意的是，印度民间反美情绪持续升温，社交媒体上印度自 力更生的话题阅读量已突破10亿次。 就在美印角力白热化之际，特朗普在接见韩国总统时突然将矛头 指向中国。他威胁称若中国不保证稀土磁铁供应，将对中国相关产品征收200%关税。稀土作为现代工 业的维生素，在新能源汽车、军工装备等领域具有不可替代性。中国掌控着全球80%以上的稀土供应， 美国国防部报告显示，其90%的稀土依赖中国。 分析人士指出，特朗普的言论暴露出美国的战略焦 虑。虽然美国联合澳大利亚等盟友试图重建稀土供应链，但专家估计至少需要5-8年才能形成替代能 力。中国近期对镓、锗 ...

每经头条（nbdtoutiao）——烤肉店里洗头、西湖边开面包店、进军高端酒店……海底捞"不务正业"背 后：子品牌存活率不足50% （记者 曾健辉） 每经AI快讯，新华锦（SH 600735，收盘价：6元）9月5日晚间发布公告称，山东新华锦国际股份有限 公司（以下简称"公司"）控股股东山东鲁锦进出口集团有限公司持有公司股份185,532,352股，占公司股 份总数的43.27%；本次司法冻结股份612,352股、司法标记股份184,920,000股，合计占其所持公司股份 总数的100%，占公司股份总数的43.27%。 2025年1至6月份，新华锦的营业收入构成为：发制品占比61.93%，电商占比21.37%，纺织品占比 14.87%，其他占比1.81%，石墨占比0.01%。 截至发稿，新华锦市值为26亿元。 ...

8月27日，美国挥舞起"加税利刃"，对印度出口至美国的商品施加了高达25%的额外关税，使得印度商 品的总税负陡然飙升至近50%的惊人水平，其力度之大，绝非虚张声势。 美国总统特朗普的如意算盘打得噼啪作响，核心意图在于遏制印度与俄罗斯的亲密往来，并借由能源封 锁来施加双重压力。然而，印度总理莫迪却似乎并未将此放在心上，次日便毅然宣布，下个月将进一步 增加对俄罗斯石油的进口量。 美国刚刚放出狠话，印度便立即以实际行动"釜底抽薪"，这番针锋相对的局面，已是司马昭之心，路人 皆知。特朗普因此焦头烂额，数度致电莫迪，却均未获回应。 关税政策，表面上是贸易博弈的工具，其背后实则暗流涌动着地缘政治的较量。特朗普企图以经济手段 扼住印度的喉咙，迫使莫迪在俄乌冲突问题上"屈服"。然而，印度显然并未买账，对美国的这一招数不 予理会。 让我们抽丝剥茧，细究其因。2025年，美国经济增速面临疲软的阴影，制造业回流进程受阻，特朗普集 团急需一个"泄洪口"来释放压力，顺势将矛头指向印度，也并非没有缘由。毕竟，印度在2024年对美出 口总额增长了19%，已悄然抢占了不少美国企业的市场份额。 然而，印度与俄罗斯之间的大宗能源交易，才是这场博 ...

Core Viewpoint - President Trump believes India's proposal to reduce tariffs to zero is "too late" and should have been made years ago [1] Trade Relations - The current U.S. tariffs on Indian goods have increased to 50% as a punitive measure for India's purchase of Russian oil, doubling the previous rate of 25% [1] - This new tariff affects over 55% of India's exports to the U.S., with labor-intensive sectors like textiles and jewelry being the most impacted [1] - Major export products such as electronics and pharmaceuticals remain unaffected, allowing companies like Apple to continue their investment plans in India [1] Diplomatic Context - India's officials were reportedly shocked by the new tariff measures, especially after months of trade negotiations between the two countries [1] - India is one of the first countries to engage in trade talks with the Trump administration [1] - Prime Minister Modi's recent meeting with President Putin highlights India's strong ties with Russia, despite U.S. pressure [1] - Modi emphasized the "special" relationship between India and Russia, indicating India's commitment to maintaining economic relations with Moscow [1]

Group 1 - The company, Jian Sheng Group, announced a share buyback of approximately 5.8 million shares, accounting for 1.64% of its total share capital, with a total expenditure of about 53.8 million yuan [1] - The highest and lowest prices for the shares during the buyback were 9.73 yuan and 8.78 yuan per share, respectively [1] - As of the report date, Jian Sheng Group has a market capitalization of 3.3 billion yuan [1] Group 2 - For the fiscal year 2024, the company's revenue composition is primarily from textiles, which account for 98.81% of total revenue, while other businesses contribute 1.19% [1]

Group 1 - The Mexican government plans to include new tariffs on Chinese imports in its 2026 budget proposal, contradicting previous statements about not restricting Chinese imports [2][4] - Mexico is the second-largest trading partner of China in Latin America, and the recent shift in policy indicates pressure from the U.S. [2][4] - The U.S. has been applying significant pressure on Mexico, threatening tariffs on Mexican goods unless Mexico complies with U.S. demands to impose tariffs on Chinese products [4][6] Group 2 - Mexico's automotive industry heavily relies on Chinese components, with 35% of parts for vehicles exported to the U.S. sourced from China, leading to potential cost increases if tariffs are imposed [6][11] - The proposed tariffs could result in a 12% increase in costs for the automotive sector, affecting profitability and potentially leading to job losses [6][11] - If the tariffs are enacted, exports from China to Mexico in categories like automobiles and home appliances could decline by 15%-20% by 2026, further straining the Mexican economy [11] Group 3 - Mexico's decision to align with U.S. trade policies may damage its credibility in Latin America, especially as other countries like Brazil and Argentina continue to cooperate with China [9][13] - The potential for job losses in Mexico could range from 50,000 to 80,000 positions, exacerbating an already tight employment market [11][13] - The article suggests that Mexico could benefit more from deepening cooperation with China rather than engaging in a trade war, highlighting the importance of maintaining stable supply chains [13][15]

Core Points - India has adopted a notable "cold treatment" towards the U.S. by ignoring multiple phone calls from President Trump, signaling a shift in its diplomatic strategy and a desire for greater autonomy on the global stage [2][3] - The cancellation of the U.S. trade delegation visit further emphasizes India's strategic pivot towards multilateral platforms like BRICS and the Shanghai Cooperation Organization, indicating a move away from reliance on the U.S. [3] - India's response to U.S. tariffs has been robust, with the imposition of punitive tariffs reaching up to 50%, significantly impacting key export sectors such as textiles, pharmaceuticals, and automotive parts [5][7] - The Indian government has introduced a $2.7 billion export subsidy plan to mitigate the effects of U.S. tariffs and is promoting domestic consumption through initiatives encouraging citizens to "buy Indian" [7][9] - India is actively seeking to diversify its trade relationships, evidenced by its increased contributions to the BRICS New Development Bank and efforts to negotiate free trade agreements within South Asia [9][12] - The agricultural sector remains a critical area for India, with the government firmly opposing U.S. demands to open its dairy market, as this would threaten the livelihoods of millions of farmers [11] - India's energy strategy includes a strong reliance on Russian oil, which is cheaper than Middle Eastern alternatives, and efforts to reduce dependence on the U.S. dollar for energy transactions [11][12] - The trade relationship between India and the U.S. is under strain, with the bilateral trade target of $500 billion by 2030 now appearing unrealistic, while cooperation with China and Russia is gaining momentum [12][13] - The U.S. may have underestimated India's resilience and the speed of global geopolitical shifts, as India seeks to assert its independence in the face of unilateral U.S. policies [13][15] - The evolving dynamics suggest that India is no longer a passive partner to the U.S., but rather is pursuing its own strategic interests in a multipolar world [15]

Core Viewpoint - The Mexican government plans to increase tariffs on imports from China in its 2026 budget proposal, targeting goods such as automobiles, textiles, and plastics to protect domestic manufacturers from competition [1][3]. Group 1: External Pressures - The decision reflects Mexico's struggle in the US-China trade conflict and the urgent need for domestic industry protection and transformation [3]. - Continuous pressure from the US government has been a significant external factor, with demands for stricter tariffs on Chinese imports to align trade policies with the US [3]. - The concept of a "North American fortress" has been proposed to limit imports from China while strengthening trade ties among the US, Mexico, and Canada [3]. Group 2: Domestic Industry Protection - The policy is also driven by domestic industry demands, as Mexico aims to reduce reliance on imports from China and other Asian countries [4]. - Mexican industry associations have petitioned the government to raise tariffs to balance market competition, particularly in sectors like automotive parts and textiles [4]. - Analysts suggest that increasing tariffs on Chinese goods could boost Mexico's revenue and help control the budget deficit [4]. Group 3: Trade Dynamics - China has become Mexico's second-largest source of imports after the US, with automobiles, textiles, and plastics accounting for over one-third of these imports [6]. - The Mexican market for Chinese automobiles has seen explosive growth, with Mexico surpassing Russia as the top export market for Chinese cars [6]. - Chinese automotive brands are competitive due to lower prices and extended warranty periods, which could be impacted by the proposed tariff increases [7]. Group 4: Potential Consequences - Implementing higher tariffs could significantly increase the tax burden on Chinese automobiles and parts, potentially eroding their price advantage in Mexico [7]. - However, this protectionist measure may also lead to higher raw material costs for Mexico's downstream manufacturing sector, which relies heavily on Chinese intermediate goods, potentially raising inflation and weakening global competitiveness [7].

Core Viewpoint - The cumulative tariff rate imposed by the US on Indian goods has reached 50%, which includes a 25% retaliatory tariff and a 25% punitive tariff, effective from August 27 [3][4]. Economic Impact - The GDP growth forecast for India in FY2026 has been revised down from 6.2% to 6.0% due to the impact of higher tariffs, assuming the punitive tariffs last only three months [3][6]. - If the tariffs remain at 50% for the entire FY2026, the GDP impact could be approximately 0.4 percentage points, or an annualized rate of 0.8 percentage points [6]. - The US is India's largest export destination, accounting for nearly 20% of total exports (approximately $86.5 billion), which represents about 2.2% of FY2025 GDP [6]. - Key export sectors affected include electronics, textiles, gems and jewelry, pharmaceuticals, chemicals, industrial machinery, and household goods [6]. Response Measures - The Indian government is expected to implement targeted fiscal and credit support, including an "export promotion plan" worth ₹250 billion (approximately 0.07% of GDP) to mitigate the impact of higher tariffs [7]. - Monetary and liquidity support is anticipated, with expectations of rate cuts in October and December due to moderate inflation and slowing growth [7]. - Reforms are being introduced, including changes to the Goods and Services Tax (GST) and a new income tax bill aimed at simplifying tax laws [7]. - In the medium term, India is expected to focus on diversifying its export markets [7].

Group 1 - Mexico plans to increase import tariffs on Chinese goods in its 2026 budget proposal, responding to U.S. pressure and Trump's policies [1][3] - The affected products include automobiles, textiles, and plastic products, which are crucial in Mexico-China trade [1] - Mexico's economic situation is challenging, with a projected GDP growth of only 0.8% in 2025 and inflation at 3.7%, leading to cautious trade policy decisions [3] Group 2 - The trade volume between Mexico and China exceeds $100 billion, with Chinese exports to Mexico exceeding $90 billion, indicating significant economic interdependence [5] - Implementing tariffs could lead to higher consumer prices in Mexico and negatively impact its business environment [5] - Mexico's decision to impose tariffs may provoke a strong response from China, which has historically adopted a restrained approach to external pressures [5][7] Group 3 - If Mexico insists on implementing tariffs, it risks losing access to the Chinese market and facing severe economic repercussions from potential Chinese retaliation [7] - The move to appease Trump may temporarily relieve domestic pressure but could place Mexico in a more vulnerable position in the long run [7] - The complexities of global economic dynamics necessitate a reevaluation of Mexico's stance in the ongoing U.S.-China trade conflict [7]