最近，加拿大毫不掩饰地对中国电动车出手，突然宣布对来自中国的电动车征收100%的关税，同时还对中国进口的钢铝产品加征25%的关税。这一举措让 很多人感到困惑，显得完全没有任何理由。 这背后到底是什么原因呢？我们从美国的回应中找到了答案。美国对这一行为的支持似乎暗示了加拿大的立场，甚至让人怀疑加拿大是否只是跟着美国的步 伐走。那么，面对这样的局面，中国又该如何应对呢？ 8月26日，加拿大正式宣布了这一决定，对来自中国的电动汽车征收100%的关税，并且对钢铝产品也加大了税收。显然，这项带有"歧视"性质的政策违反了 《1994年GATT协议》的相关规定。更令人质疑的是，加拿大这样做的理由站不住脚，因为中国的电动汽车和钢铝产品并没有对加拿大市场造成严重冲击。 如今，自由贸易趋势日益明显，所谓的"贸易保护主义"显然不再适用。加拿大对此的所谓"预防"措施，看起来更像是没有实质依据的行动。 实际上，双方在未发生"贸易转移"之前应该遵循贸易规定，维护全球市场的稳定。而加拿大所提及的"贸易转移"概念，也显然被他们过度扩展并用来为自己 的行为"辩护"。事实上，这样的行为看起来更像是为了迎合美国的做法。 美国在此前就曾对中国的电动 ...

此前，加拿大响应美国的政策，对中国的电动汽车征收100%的关税，并对中国钢铁加征25%关税。对此，中国做出了迅速回应，宣布对加拿大的油菜籽征 收75.8%的保证金，同时对猪肉和海鲜等商品加税。 实际上，中加之间的贸易摩擦始于2024年美国国家安全事务助理沙利文访问中国时。沙利文在访问前就已经与加拿大方面接触，促使特鲁多政府对中国加征 关税。这样做的目的很明显：一是帮助美国推动"印太战略"，二是保护加拿大本国汽车产业，三是通过制造外部压力来转移国内经济困境。然而，这一连串 举措并不明智。 9月23日，纽约联合国大会期间，加拿大外长阿南德突然表示，她将在未来几周内访问中国，计划与中方进行会谈。彭博社分析认为，她此行的主要目的是 希望中国能够撤销对加拿大的关税反制。 就在此时，加拿大总理卡尼刚刚到达纽约，并在美国的一场智库活动上高调赞扬中国在气候政策方面的作用，表示双方可以在此领域展开合作。换句话说， 卡尼此举实际上是想通过对中国释放善意来寻求一些突破。然而，加拿大并没有取消对中国电动汽车和钢铝制品的关税，那么，为什么中方要撤回反制措施 呢？难道加拿大能够提供美国无法拒绝的条件吗？ 在这种压力下，加拿大政府的高层开 ...

Core Viewpoint - The China Minmetals Import and Export Chamber of Commerce supports the Ministry of Commerce's investigation into Mexico's trade barriers against Chinese imports, which could significantly impact Chinese industries due to increased tariffs on key imported goods [1] Group 1: Tariff Changes - On September 10, 2025, the Mexican government announced plans to raise tariffs on key imported goods from countries without trade agreements, with some tariffs reaching as high as 50% [1] - The affected goods include automobiles, textiles, clothing, plastics, steel, electrical products, aluminum, toys, furniture, footwear, leather products, paper and cardboard, motorcycles, trailers, and glass [1] Group 2: Impact on Chinese Industries - As the largest source of imports to Mexico, Chinese industries are expected to face severe impacts from the tariff increases [1] - The China Minmetals Import and Export Chamber of Commerce represents industries such as steel, aluminum, plastics, and glass, and is calling for affected parties to participate in the investigation [1] Group 3: Government Response - On September 25, the Ministry of Commerce of China announced the initiation of a trade barrier investigation in response to Mexico's restrictions [1] - The Chamber urges domestic industries and member enterprises to actively support the investigation and necessary measures to protect the legitimate rights of Chinese companies [1]

Group 1 - The article discusses Canada's recent trade challenges with China, highlighting the consequences of blindly following the policies of larger nations [2][3] - In October 2024, Canada imposed three additional tariffs on Chinese imports, including a 100% punitive tariff on electric vehicles and a 25% additional tax on steel and aluminum products [4][6] - The Canadian government claims these measures are to protect domestic industries, but they are seen as aligning with the U.S. Indo-Pacific strategy aimed at curbing China's development [8] Group 2 - In March 2025, China retaliated with significant tariffs on Canadian products, including a 100% tariff on canola oil and a 25% tariff on seafood and pork [10][11] - Key data shows that from 1999 to 2020, 84% of China's imported canola came from Canada, with exports to China reaching $3.47 billion in 2023, a 170% increase year-on-year [15] - Following China's countermeasures, Canadian canola prices fell by 30%, and exports to China dropped by 70% in Q2 2025, leading to significant financial losses for Canadian farmers [21][23] Group 3 - The article notes that Canada has become a victim in the geopolitical game, with the U.S. maintaining high tariffs on Canadian steel and aluminum while threatening further tariffs on other products [24][26] - Canadian Foreign Minister Anita Anand's visit to China aims to negotiate tariff reductions, but China has made significant advancements in energy and manufacturing sectors, complicating negotiations [26][28] - The article concludes that Canada made three strategic errors: misjudging China's resolve, overestimating U.S. support, and underestimating its own economic dependencies [28][30]

Core Viewpoint - The German machinery manufacturing industry is facing significant challenges, primarily due to the uncertainty created by the U.S. government's tariff policies and rising costs, which threaten its competitiveness [1] Industry Overview - The German Machinery and Equipment Manufacturing Association predicts a third consecutive year of decline in production, with an expected year-on-year decrease of 5% [1] - The industry is grappling with severe cost issues, including taxes, labor prices, and energy costs, which are undermining the competitiveness of German products [1] Impact of U.S. Tariff Policies - The U.S. government's tariff policies have had a substantial impact on the German machinery manufacturing sector, particularly the 50% tariffs imposed on the steel and aluminum industries [1]

Core Viewpoint - The US-Japan Trade Agreement officially took effect on September 15, 2025, with the US imposing a 15% baseline tariff on nearly all Japanese imports, impacting various sectors including automobiles and electronics [3][4]. Summary by Sections Tariff Adjustments - The current US tariff rule states that if the existing tariff is below 15%, it will be adjusted to 15%. If it is equal to or above 15%, it will remain at 15% [3]. - The tariff on Japanese automobiles has been reduced to 15% as of September 16, 2025 [3]. Specific Product Tariffs - For electronic products, the original tariff rate of 0-5% has been increased to 15%. Aerospace products will no longer be subject to "reciprocal tariffs," and tariffs on steel, aluminum, and copper have been standardized to 15% [4]. - However, steel and aluminum products will continue to be subject to a 50% tariff under Section 232 [5]. Impact on Trade - Japan's exports to the US have seen a continuous decline for three months, with the rate of decline increasing, attributed to the US government's tariff policies [5]. - The delay in implementing the new tax rate is estimated to increase the burden on Japanese automakers by 100 billion yen, approximately 3 billion yen per day [8]. Refund Mechanism - The US Customs and Border Protection (CBP) has confirmed that importers can receive refunds for tariffs paid that exceed 15% for goods imported after August 7, 2025 [6][10]. - Importers can submit a post-summary correction application for estimated duties not yet liquidated, and for cleared imports, they can protest under US Code Title 19, Section 1514 for refunds [9][10].

Group 1 - The U.S. will impose a 15% baseline tariff on nearly all Japanese imports starting from August 7, 2025, as part of the U.S.-Japan Trade Agreement [1] - The current tariff rules state that if existing tariffs are below 15%, they will be raised to 15%, while tariffs at or above 15% will remain unchanged [2] - The tariff on Japanese automobiles will be reduced to 15%, while electronics will see an increase from 0-5% to 15% [2] Group 2 - Japan's exports to the U.S. have seen a continuous decline for three months, with the rate of decline increasing, attributed to U.S. tariff policies [3] - The Trump administration previously imposed a 25% tariff on Japanese automobiles and a 10% tariff on most other goods, with steel tariffs rising to 50% [4] - The U.S. has expanded the 50% tariff on steel and aluminum imports to include 407 additional products [5] Group 3 - Importers can apply for refunds on overpaid tariffs through a post-summary correction application for estimated duties not yet liquidated [5] - For cleared imports, importers can protest under U.S. Code Title 19, Section 1514 to request refunds [5] - These refund measures apply to Japanese products entering the U.S. on or after August 7, 2025 [5]

Group 1 - The Canadian government, led by Prime Minister Carney, expressed a desire for high-level economic dialogue with China, indicating a shift in approach due to the challenging economic realities faced by Canada [1] - In response to the U.S. political changes, Canada imposed significant tariffs on Chinese imports, including a 25% tariff on steel and aluminum and a 100% tariff on electric vehicles, aiming to protect domestic industries [2] - The agricultural sector in Canada is heavily reliant on exports to China, with nearly 40% of canola and 70% of peas exported to the Chinese market, making it vulnerable to trade tensions [6][4] Group 2 - The steel industry in Canada faces increased costs due to tariffs on Chinese steel products, which could undermine the competitiveness of Canadian steel manufacturers reliant on Chinese raw materials [7] - Canada’s participation in military exercises with the U.S. and the Philippines has heightened tensions with China, intertwining economic issues with security concerns [8] - The Canadian government is experiencing domestic pressure as inflation rises and public support declines, with a drop from 50% to 43% in approval ratings amid rising living costs [14] Group 3 - China has responded to Canadian tariffs with its own retaliatory measures, including a 100% tariff on canola oil and 25% on seafood and pork, directly impacting Canadian agricultural exports [6][19] - The energy sector in Canada is facing challenges as China shifts its energy imports away from Canada towards other suppliers like Russia and Saudi Arabia, limiting opportunities for Canadian energy exports [13] - The disconnect between federal and provincial governments in Canada complicates trade relations, as provinces like Alberta and Quebec seek to maintain ties with China despite federal policies [14][18] Group 4 - The Canadian government’s reliance on U.S. strategic interests in its trade policy has led to significant economic repercussions, particularly for the agricultural and manufacturing sectors [19] - The Canadian government is urged to reconsider its approach, focusing on domestic industry and public needs rather than solely aligning with U.S. policies, to stabilize its economy [21][23] - The ongoing trade tensions highlight the importance of respecting market dynamics and the need for Canada to balance its international relations with domestic economic stability [23]

Core Insights - The Brazilian Ministry of Finance reported that high tariffs imposed by the U.S. on Brazilian exports are expected to reduce Brazil's GDP by 0.2 percentage points from the baseline scenario between August 2025 and December 2026 [1] - Without policy intervention, the tariff impact is projected to result in the loss of approximately 138,000 jobs, primarily in the industrial and service sectors [1] - Inflation is expected to rise slightly, adding pressure to the overall economic performance [1] Economic Measures - The Brazilian government plans to mitigate external shocks through a series of measures under the "Brazil Sovereignty Plan," including export credit support, tax deferral, and expanded public procurement [1] - These measures are anticipated to reduce the GDP loss to 0.1 percentage points and stabilize employment and inflation expectations [1] Tariff Details - In April, the U.S. imposed a 10% tariff on Brazilian steel and aluminum products, followed by an additional 40% tariff in August, resulting in total tax rates of up to 50% on certain goods [1] - The tariffs affect non-metallic minerals, metal products, machinery, electronics, furniture, and agricultural products [1] Export Impact - Brazil's total exports to the U.S. are projected to be $40.3 billion in 2024, accounting for 12% of total exports, with approximately $16.4 billion of goods subject to the 50% tariff [1] - Many affected products are primarily exported to the U.S. market, indicating significant potential impacts on related industries [1]

Core Viewpoint - Canada is seeking to negotiate with China to lift high tariffs imposed on its canola seed exports after facing significant economic pressure from China's recent trade actions [1][3]. Group 1: Trade Actions and Economic Impact - China has imposed a 75.8% anti-dumping duty on Canadian canola seeds, which is a critical agricultural product for Canada, valued at CAD 43 billion and supporting 200,000 jobs [3][5]. - Historically, Canada exported 75% of its canola seeds to China, generating an annual revenue of CAD 5 billion [3][5]. - The recent tariffs are part of a broader strategy by China, which previously imposed 100% tariffs on related products like canola oil and soybean meal, signaling a calculated response to Canada's trade practices [5][6]. Group 2: Canadian Response and Political Pressure - Following the imposition of tariffs, Canadian trade officials and provincial leaders are urgently calling for the government to repair relations with China [6][7]. - The Premier of Saskatchewan, a major agricultural province, expressed a desire to personally appeal to China to ease tensions [7]. - The rapid response from Canada indicates the significant economic distress caused by China's trade measures, highlighting the importance of canola to the Canadian economy [6][8]. Group 3: Future Negotiations and Conditions - China emphasizes that any discussions to lift tariffs will depend on Canada addressing its own unreasonable tariffs and bans on Chinese companies [9][10]. - The situation illustrates a broader message from China regarding the consequences of trade disputes, indicating a firm stance against perceived unfair practices [10][12].