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商务部最新回应!
券商中国· 2026-01-01 07:51
(原标题)商务部回应欧盟"碳关税":将采取必要措施回应不公平贸易限制 商务部新闻发言人就欧盟碳边境调节机制有关问题答记者问。 问:欧盟碳边境调节机制(CBAM)于2026年1月1日起正式实施,欧盟近日密集发布CBAM相关立法提案与实 施细则,请问商务部对此有何评论? 答:中方注意到,欧盟近日密集发布CBAM相关立法提案与实施细则,包括设定碳排放强度默认值、计划扩大 产品覆盖范围等内容。其中,欧方无视中国绿色低碳发展取得的巨大成效,对中国产品碳排放强度设定显著偏 高的基础默认值,并将在未来三年内逐年提高,这不符合中国当前实际水平和未来发展趋势,对中方构成不公 平、歧视性待遇。欧方有关做法不仅涉嫌违反世界贸易组织"最惠国待遇"和"国民待遇"等原则,也有悖于《联 合国气候变化框架公约》确立的"共同但有区别的责任"原则。 欧盟还提出立法草案,计划从2028年起将CBAM范围扩展至包括机械装备、汽车及其零部件、家用电器等约 180种钢铝密集型下游产品。这些规则设计已超出应对气候变化范畴,带有明显的单边主义与贸易保护主义色 彩,中方对此表示严重关切和坚决反对。 责编:汪云鹏 校对:杨立林 百万用户都在看 深夜!16倍大牛 ...
通胀与通缩的两端:中美经济的不同挑战
Sou Hu Cai Jing· 2025-12-31 11:00
在全球经济格局中,两大经济体正朝着相反的方向"行驶":大洋彼岸的美国经济仍面临高通胀的"炙 烤",企业成本与物价持续上涨;而中国的经济图景中,"通缩压力"与物价低位运行,成为政策制定者 需要应对的紧迫挑战。一"胀"一"缩",这两种截然相反的现象,不仅深刻塑造着各自的经济走向,也对 全球经济稳定构成了复杂的影响。本文将深入剖析这两大经济体面临的困境根源、政策抉择与未来挑 战。 一、 美国的"通胀顽疾":高物价背后的结构性难题 进入2025年,美国的通胀压力并未如预期般顺利消退,反而呈现出新的复杂态势,让美联储与普通家庭 倍感压力。 1. 通胀数据的"新高度" 根据美国劳工统计局的数据,2025年8月的消费者价格指数(CPI)环比上涨0.4%,年通胀率攀升至 2.9%,创下当年1月以来的最高水平,且连续数月高于美联储设定的2%长期目标。通胀并非全面上 涨,而是结构性突出:与民生息息相关的食品价格单月飙升0.6%,创下近三年来最大单月涨幅;油价 在短暂回落后又环比上涨1.9%。对于普通美国家庭而言,无论是超市购物还是驾车出行,生活成本都 在持续加码。 更值得警惕的是,衡量通胀广度的指标显示,占美国CPI指标72%的 ...
欧洲到了生死存亡时刻,默克尔出山指出一条明路!
Sou Hu Cai Jing· 2025-12-28 08:12
Core Viewpoint - Merkel emphasizes that Europe should maintain an independent stance while managing its relationship with the U.S. to avoid internal divisions [1] Group 1: Trade Relations and Economic Impact - By 2025, Europe faces significant trade tensions, with U.S. tariffs on EU steel and aluminum products reaching 50% and 25% on automobiles, with threats of a 30% tariff on nearly all EU goods [3] - Germany's exports to the U.S. have declined, hitting a three-year low in May [3] Group 2: Strategic Autonomy and Defense Spending - Europe is initiating its largest rearmament since the Cold War, planning to invest €800 billion in defense autonomy, with Germany's military spending increasing by 28% and Poland raising its defense spending to 4.48% of GDP [3] - Despite increased spending, a lack of true military and intelligence independence remains a core issue for the EU [4] Group 3: Diplomatic Relations and Future Challenges - Merkel's approach advocates for a balanced diplomatic strategy, resisting U.S. dominance while maintaining necessary cooperation in security matters [4] - The EU is actively seeking new partnerships globally, including in Latin America and Africa, to diversify its diplomatic engagements [4] - The U.S. national security strategy's intent to "help Europe correct its current trajectory" is perceived as a direct interference, highlighting the need for European unity and respect [4]
回顾2025:特朗普关税风暴席卷全球的一年
Sou Hu Cai Jing· 2025-12-28 05:04
对于美国贸易政策而言,2025年如同坐上了"过山车"。总统特朗普在这一年发起了一连串新关税行动,使美国陷入了与几乎全球所有国家的贸易战。2025 ——这一美国全球关税战"元年"里,究竟发生了什么? 夏季期间,特朗普政府一方面吹嘘与中国、英国及越南达成的贸易"框架"协议,另一方面向数十个国家发出信函,承诺将进一步加征关税,并显著升级了与 巴西和印度的贸易摩擦。 与此同时,特朗普继续扩大特定行业的关税规模,将钢铝关税提高至极具惩罚性的50%。在法律层面,一项针对关税的法律挑战引起关注:联邦法院一度裁 定禁止特朗普利用紧急权力法实施部分全面关税,但随后上诉法院暂时中止了该裁决,允许关税征收在案件审理期间继续进行。 这种突如其来的关税威胁和不断攀升的进口税往往显得杂乱无序——特朗普声称,必须立即征收此类税款,以缩小贸易失衡,并夺回被他认为从美国"偷 走"的财富。然而,这位总统也常因个人恩怨或回应政治批评而诉诸关税。关税政策的反复无常以及随之而来的报复行动,给企业和消费者带来了巨大的不 确定性,与此同时,美国家庭仍面临物价上涨的压力。 以下是特朗普过去一年重大贸易行动的时间线梳理: 1月至3月:瞄准核心贸易伙伴 重返白 ...
专栏丨从“不上桌”到“不同行”,美欧关系有点冷
Xin Hua She· 2025-12-11 11:00
新华社伦敦12月11日电 题:从"不上桌"到"不同行",美欧关系有点冷 新华社记者吴黎明 华盛顿的初冬寒意渐浓,而跨大西洋关系的温度似乎降得更快。当美国总统特朗普在最新国家安全 战略报告中警告欧洲面临"文明消亡",德国总理默茨直言要做好"欧美不同行"的准备时,人们不禁意识 到:双方之间的裂痕,正在从战术分歧演变为战略疏离,美欧关系冷得有些彻骨。 还记得,先前美国绕过欧洲直接与俄罗斯就乌克兰危机进行会谈,让欧洲媒体惊呼被安排"坐小孩 那桌"。而今,特朗普政府的国家安全战略报告给欧洲贴上了多重负面标签——经济停滞、监管过度, 甚至整个文明都岌岌可危。曾经亲密的盟友关系,如今却要在"不同行"的警告中重新定位。 特朗普对欧洲的批评从来"不客气"。早在首个任期,他就将欧盟称为"德国的工具",威胁退出北 约,并与欧洲领导人屡生龃龉。如今重返白宫,特朗普的批评来势更猛。他近期接受美国《政治报》采 访时说:欧洲领导人"软弱",沉迷于"政治正确";移民政策正在"摧毁"欧洲;"伦敦已经面目全非""我曾 经热爱巴黎,它现在和以前大不相同了"……这些言论与其国家安全战略报告一脉相承,将欧洲批得体 无完肤。 默茨所说的"不同行",绝非 ...
美欧数字关税战升级 黄金上4236下4183
Jin Tou Wang· 2025-12-03 06:17
【要闻速递】 美欧7月贸易协议未止摩擦。8月美国对欧盟超400种钢铝加征50%关税,并指责欧盟数字监管加码。今 年欧盟依《数字服务法案》《数字市场法案》严管美企:9月罚谷歌29.5亿欧元,10月认定元宇宙违 规,11月再查谷歌搜索公平性,近期评估亚马逊、微软是否为云"守门人",或2025年底对X开全球营收 6%罚单。 美批欧盟监管针对美企,谷歌、亚马逊拟上诉。特朗普8月威胁对"损害美企"国加税。11月美商务部长 卢特尼克将数字监管与钢铝关税挂钩,逼欧盟调整规则换降税。钢铝关税涉欧盟数十亿美元出口,能源 与绿色转型下,加税威胁钢企生存。 专家指美抓欧盟传统产业"软肋"撬监管松绑,欧盟陷两难:让步引政治反弹,强硬受贸易冲击。因欧盟 更急降税,美筹码增并开启"跨议题"谈判。欧盟战略自主空间有限,是否让步尚难定论。 摘要今日周三(12月3日)亚盘时段,现货黄金目前交投于4228美元附近,截至发稿,现货黄金最新报 4215.24美元/盎司,涨幅0.23%,最高上探至4228.57美元/盎司,最低触及4201.67美元/盎司。目前来 看,现货黄金短线偏向震荡走势。 今日周三(12月3日)亚盘时段,现货黄金目前交投于422 ...
国际观察|美欧数字监管冲突升级 欧战略自主空间遭挤压
Xin Hua Wang· 2025-12-03 02:21
新华社记者张馨文 丁英华 康逸 近日,美欧围绕数字监管再生摩擦。美国指责欧盟监管对美科技企业不公平,并用钢铝产品关税为筹码 要求欧盟"松绑";欧盟则抨击美国此举是"勒索",坚持数字法规关乎主权不容挑战。 分析人士认为,美国为维持全球数字产业霸主地位,试图用关税筹码逼迫欧盟让步,欧盟陷入维护数字 主权和挽救钢铝产业的两难之境,战略自主空间有限。 美欧围绕数字监管"掐架" 欧盟和美国7月达成贸易协议后,双方经贸摩擦并未平息。美国8月对欧盟超过400种钢铁和铝产品加征 50%的关税,同时高调指责欧盟对美科技企业不断加码的数字监管。 今年以来,欧盟依据《数字服务法案》和《数字市场法案》,对美科技企业展开一系列执法行动。9 月,欧盟以美国谷歌公司在广告相关领域的行为违规为由,对其处以29.5亿欧元的反垄断罚款,并要求 其提交整改方案。10月,欧盟委员会初步认定美国元宇宙平台公司未能向研究人员提供充分的公共数据 访问权限,其旗下脸书和照片墙也违反了相关义务。11月,欧盟委员会又宣布对谷歌启动新一轮调查程 序,审查其搜索结果是否对媒体行业公平等。 近期,欧盟委员会对美国亚马逊公司和微软公司开展评估,以决定它们是否为云计算服 ...
特朗普与加拿大彻底闹翻了?美联储降息大消息,又出现了新论点!
Sou Hu Cai Jing· 2025-11-09 04:25
Core Points - Canada has officially ended its decades-long close economic relationship with the United States, as announced by Prime Minister Carney on November 7 [1] - The economic interdependence between Canada and the U.S. has been significant since the implementation of the Canada-U.S. Free Trade Agreement in 1988, with most Canadian products being exported to the U.S. [3] - Trump's tariff policies have severely impacted Canadian exports, leading to a noticeable decline in export volumes and economic downturns in certain provinces [5] Group 1: Trade Relations - The Ontario province's anti-tariff advertisement sparked significant conflict, leading to a halt in trade negotiations between Canada and the U.S. [7] - The advertisement criticized U.S. tariff policies by quoting former President Reagan, but it backfired, resulting in increased tariffs on Canadian goods by Trump [10] - Ontario's government has since abandoned its apology and is now focused on a ten-year plan to reduce reliance on the U.S. market, aiming to double exports to non-U.S. markets [12] Group 2: Economic Strategies - Canada is actively pursuing new trade agreements, having already signed a free trade agreement with Indonesia and seeking partnerships with the UAE, Germany, and the EU [12] - The expansion of the Port of Montreal is underway to facilitate increased trade, although challenges such as depth limitations and past labor strikes pose risks [14][15] - Despite ambitious plans, the new markets may only partially compensate for the loss of exports to the U.S., as their purchasing power is significantly lower [15] Group 3: Monetary Policy Implications - The ongoing trade tensions have coincided with discussions within the Federal Reserve regarding potential interest rate cuts, influenced by the demand for stablecoins [19][24] - The debate over interest rate adjustments is complicated by political influences, raising concerns about the independence of the Federal Reserve's monetary policy [24] - The situation highlights the interconnectedness of global trade and monetary policies, with implications for countries reliant on single markets [26][28]
经济热点问答丨美最高法院如何看待大规模关税合法性
Xin Hua Wang· 2025-11-07 00:47
Core Points - The U.S. Supreme Court is debating the legality of large-scale tariffs imposed by President Trump under the International Emergency Economic Powers Act, with many justices questioning whether such authority lies with the President or Congress [1][2] - This case marks the first direct examination by the Supreme Court of Trump's claims regarding presidential power, potentially setting a precedent for the boundaries of presidential authority in the U.S. [1][2] Group 1: Supreme Court Hearing - Several justices, including Chief Justice John Roberts, expressed skepticism about the President's authority to impose tariffs, emphasizing that taxation is a core power of Congress [2] - The hearing included sharp questioning of the government's defense by Deputy Attorney General John Sullivan, with conservative justices also joining in the criticism [2] - Analysts note that the expedited hearing process suggests a ruling could come in the near future, which would significantly impact U.S. politics, economics, and global trade [2] Group 2: White House Response - Key officials from the White House, including the Treasury Secretary and Commerce Secretary, defended the tariffs as essential to the President's constitutional powers in foreign policy [3] - Despite the defense, internal sentiments within the White House were reportedly low following the hearing, especially after recent electoral losses for the Republican Party [3] - Trump characterized the case as one of the most important in U.S. history, linking it to the survival of the nation [3] Group 3: Potential Outcomes - If the government loses the case, it may have to refund substantial tariffs and could seek to implement tariffs under different legal frameworks, although these would come with procedural limitations [4] - The government is considering invoking a rarely used provision of the Trade Act of 1974, which allows for tariffs of up to 15% in cases of trade imbalance [4] - The complexity of refunding tariffs to thousands of businesses poses significant operational challenges for the federal government [5]
认清特朗普真面目后,加拿大对中国做的事,所有人都没想到
Sou Hu Cai Jing· 2025-10-27 13:25
Core Points - The article discusses the unexpected halt of trade negotiations between the U.S. and Canada, triggered by a controversial advertisement that misused a video of former President Reagan, leading Trump to terminate all trade talks with Canada [1][3]. Group 1: U.S.-Canada Trade Relations - Trump's accusation against Canada for using Reagan's video in a misleading manner escalated tensions, resulting in the termination of trade negotiations [1][3]. - The U.S. has imposed significant tariffs on Canadian steel and aluminum, reaching up to 50%, and a 25% tariff on Canadian automobiles, causing over $3 billion in losses for the Canadian steel and aluminum industry and a 40% drop in automotive orders [3][5]. Group 2: Canada's Strategic Shift - In response to U.S. tariffs, Canadian Prime Minister Carney announced a strategic shift to reduce economic dependence on the U.S. and sought to establish a "strategic relationship" with China during the APEC summit [3][5]. - Canada has exempted Chinese steel and aluminum from tariffs, signaling a potential thaw in relations and is actively seeking tariff reductions on its agricultural products from China [5][7]. Group 3: Infrastructure and Trade Initiatives - Canada is advancing the "Asia-Pacific Gateway Initiative," a multi-billion dollar infrastructure project aimed at improving logistics efficiency, which could significantly enhance the competitiveness of Canadian goods in Asian markets [7][9]. - Recent trade agreements with Asian countries like Indonesia and the UAE are part of a broader strategy to diversify Canada's market presence, focusing on energy cooperation and agricultural trade [7][9]. Group 4: Geopolitical Considerations - Canada's foreign policy towards China remains constrained by its obligations within the Five Eyes alliance, indicating that any shift in trade policy may still be influenced by U.S. strategic interests [9][11]. - The development of Canada-China relations will depend on the sincerity and commitment of the Canadian government in fostering cooperation [11].