（原标题：今年上半年巴西关键矿产营收同比增长41.6%） 巴西《经济价值报》8月6日报道，据巴西矿业协会统计，今年上半年，巴矿产出口额为201亿美 元，铁矿石占比达63%。巴矿产贸易顺差总额为160亿美元，相当于巴贸易顺差总额的53%。中国是巴 矿产的最大出口目的地，占比达68%。巴矿业营收为1392亿雷亚尔，同比增长7.5%，铁矿石占比达 53%。巴关键矿产出口额为36.4亿美元，同比增长5.2%；营收为216亿雷亚尔，同比增长41.6%。该协会 主席荣曼表示，任何矿产协议都取决于政府间谈判。如果要为某个国家建立特定矿产资源独家使用权制 度，这将是一项史无前例的新举措。 ...

美政府的所谓"对等关税"被认为是其缩减贸易逆差、使美国制造业回流等计划的核心。目前，包括瑞士 在内的一些国家正试图在7日的最后期限前与美国达成降低关税的协议。此外，预计特朗普将在未来几 周公布对药品、半导体、关键矿产和其它重要工业产品征收关税的计划，这意味着企业和投资者将面临 持续的不确定性。 美媒认为，关税对经济的长期影响仍不明朗，批评人士指出，关税将增加美国消费者和企业的成本，并 加剧通货膨胀。 （文章来源：中国新闻网） 中新网8月5日电(记者张乃月)当地时间8月4日，美国海关与边境保护局发布指南，概述了将如何执行美 总统特朗普上周宣布的关税政策。根据这些政策，预计美国将对数十个贸易伙伴加征关税。 该指南显示，特朗普上周扩大的所谓"对等关税"将不适用于纽约时间7日凌晨零时01分前装船运往美国 的产品。该文件还列举了部分可获得豁免的产品，如特朗普第一个任期内达成的美墨加自由贸易协定项 下产品，以及将作为援助物资发放的食品、衣物和药品等。 彭博经济研究显示，如果按此前宣布的水平实施新关税，美国平均关税税率将升至15.2%。这一数字高 于之前的13.3%，也远高于特朗普上任前2024年的2.3%。 ...

特朗普政府推行的全面贸易保护主义议程，将美国对外国商品的关税推至二战以来的最高水平。 根据耶鲁大学预算实验室的最新测算，如考虑截至7月31日实施的所有美国关税、外国对等反制措施的 影响以及将于8月7日生效的所谓"对等关税"，特朗普政府宣布的一系列关税壁垒会使美国平均关税税率 达到17.3%，为1935年以来最高水平。 彭博行业研究的计算也显示，如果新关税如宣布的那样在7天内生效，并且美国与欧盟、日本和韩国的 汽车税协议得以维持，美国平均关税税率将从现在的13.3%上升到15.2%。 8月1日外交部发言人郭嘉昆主持例行记者会表示，关税战、贸易战没有赢家，搞保护主义损害各方利 益。 多位接受第一财经记者采访的专家均表示，目前特朗普政府出台的所谓"对等关税"违背世贸组织 （WTO）规则。根据WTO最惠国待遇原则，各成员不能歧视其贸易伙伴。 对外经济贸易大学法国经济研究中心主任、巴黎索邦大学博士生导师赵永升对第一财经记者表示，应当 意识到这恐怕不是偶然现象，特朗普关税政策代表的是美国当前在贸易关系方面的思潮和趋势，即对于 二战后80余年以来多边主义的不满，而在贸易关系中转而构建双边或诸边关系。 来源：新华社 大规模提 ...

Group 1 - The core viewpoint of the articles emphasizes that the trade war and tariff increases initiated by the Trump administration are detrimental to all parties involved, with no winners in a protectionist environment [1][10] - The average tariff rate in the U.S. is projected to reach 17.3%, the highest level since 1935, due to the implementation of various tariffs and retaliatory measures [1][4] - Experts indicate that the current tariff policies violate World Trade Organization (WTO) rules, particularly the most-favored-nation principle, which prohibits discrimination among trading partners [1][10] Group 2 - The Yale Budget Lab estimates that the tariffs will lead to a 1.8% increase in price levels by 2025, resulting in an average loss of $2,400 per household [7] - The impact of tariffs on consumer goods is significant, with projected price increases of 40% for shoes and 38% for clothing in the short term [7] - The tariffs are expected to reduce U.S. GDP growth by 0.5 percentage points annually in 2025 and 2026, with a long-term economic contraction of 0.4% [8] Group 3 - The tariffs are anticipated to increase the unemployment rate by 0.3 percentage points by the end of 2025, with a total job loss of approximately 497,000 positions [8] - The manufacturing sector may see a 2.1% increase in output due to tariffs, but this growth will be offset by declines in other sectors such as construction and agriculture [8] - The global trade system may undergo significant restructuring due to the U.S. tariffs, with potential demand shocks affecting economies worldwide [10][11] Group 4 - Recent data from the WTO indicates a 3.6% increase in global goods trade volume in Q1 2025, driven by anticipations of U.S. tariff hikes, although growth is expected to slow later in the year [11] - The World Bank forecasts a significant reduction in trade growth for developed economies, with projections for 2025 being halved compared to earlier estimates [11] - The U.S. experienced a 25% increase in imports in Q1 2025, but growth slowed to just 1% in the following months, highlighting the volatility in trade dynamics [11]

四个月前，重返白宫开启第二个美国总统任期的唐纳德·特朗普在白宫玫瑰园展示了一块写满全球关税税率的牌子，震惊了全世界并搅动了全球股债汇市场; 然而在周四，他公布的修订版关税在投资者群体中引发的反应则相比于4月初期"解放日"之际平静得多。 但值得注意的是，全球仍面临自20世纪30年代以来美国最高水平的关税——平均基准的税率达15%，约为一年前的足足六倍。特朗普最新一轮关税行动规定 最低税率为10%，对与美国存在贸易顺差的国家则征收15%或更高级别的关税。 到目前为止，全球经济的表现比许多经济学家在特朗普最初关税闪电战后所预期的要好得多。为了赶在更高税率生效前大规模发货，出口被提前加载并发 出，这推动了许多亚洲经济体GDP超预期增长，也在一定程度上保护了美国消费者免受关税导致的价格飙升带来的影响。 在一些经济学家看来，这种过于乐观的情况可能即将发生变化。 新的美国对等关税税率 历经数月谈判——期间特朗普在社交媒体上同时威胁美国盟友和竞争对手们，最终出台的新税率大体与4月2日"解放日"公布但因股市暴跌和债券收益率飙升 而暂缓实施的对等关税水平相当或略低。不过，仍有一些令人震惊的举措，例如对瑞士进口商品意外征收惩罚性3 ...

– 欧盟各国代表最快本周开会，制定在贸易谈判失败的情况下对美反制方案。美国据悉要求对几乎所有欧盟商品征收10%以上的统一关税，仅对航空等少数 产品给予豁免。 国际新闻 – 特朗普政府据悉将在未来两周推进特定行业关税计划，准备依次宣布对铜、木材、芯片、关键矿产和药品的关税安排。 | 12 7 0 | 4 1.28096 | 0.28078 4 | 0 11 6 | | | | | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 0 | . | | | | | | | | | | | | | | | | | HOSE | Profit | Commissions Page | BARROO DESECRETE | SHAR | Tomore There | 80 | -56.70 | | | | | | | | | | | DOW | -567.0 | -0.51 | 0.00 | 274,06 | 0 | 309. ...

Core Points - The U.S. government is set to implement new unilateral tariffs starting August 1, with the President indicating that the rates could range from 10% to 70% [1][2] - The President has criticized certain trade partners, including the EU and Japan, for being too rigid in negotiations, and has threatened high tariffs, particularly on Japan [2][4] - The trade negotiations with Japan are particularly contentious over the automotive and agricultural sectors, with Japan refusing to compromise on its agricultural policies [4] - India has also drawn "red lines" in negotiations, particularly concerning agriculture and dairy products, indicating a strong stance to protect its farmers [4] - The EU is pushing for a tougher stance in negotiations with the U.S., particularly regarding high industry tariffs, and is facing potential expansion of U.S. tariffs to additional sectors [5] - Recent U.S. trade data shows a decline in both imports and exports, indicating the negative impact of the current tariff policies on the U.S. economy [6] Group 1 - The U.S. will send letters to multiple countries regarding new tariffs, with expectations of 10 to 12 letters being sent out [1] - The President has set July 9 as the deadline for tariff negotiations, indicating urgency in the discussions [1][2] - The potential for tariffs exceeding 50% could exacerbate inflation risks in the U.S. economy [2] Group 2 - Japan's core industries, particularly automotive, are significantly affected by proposed U.S. tariffs, with a 25% tariff on cars posing a major economic threat [4] - India's firm stance on agricultural tariffs reflects the sensitivity of these issues in trade negotiations [4] - The EU is advocating for a united front against U.S. tariff increases, emphasizing the need for retaliatory measures [5]

Core Viewpoint - The article discusses the recent announcement by President Trump regarding the implementation of new unilateral tariffs on various trade partners, with potential rates ranging from 10% to 70% [1][2]. Group 1: U.S. Tariff Policy - Starting July 4, the U.S. government will send letters to trade partners to set new unilateral tariff rates, expected to take effect on August 1 [1]. - Trump indicated that the new tariffs could vary significantly, with rates potentially reaching as high as 70% [2]. - The previous "reciprocal tariffs" imposed in April reached up to 50%, which had negative impacts on the U.S. economy, including a bear market in stocks [2]. Group 2: U.S.-Japan Trade Relations - Trade negotiations between the U.S. and Japan have stalled, with Trump expressing dissatisfaction over Japan's purchases of U.S. products [4]. - Trump threatened to impose tariffs of 30% to 35% on Japan if an agreement is not reached [4]. - Japan's Prime Minister emphasized the importance of protecting national interests and highlighted Japan's role as a significant investor in the U.S. [5]. Group 3: U.S.-India Trade Negotiations - Ongoing discussions between the U.S. and India regarding tariffs have faced challenges, particularly concerning agricultural products [7]. - India has drawn "red lines" in negotiations, insisting on protecting its farmers and maintaining high tariffs on U.S. agricultural imports [7][8]. Group 4: U.S.-EU Trade Dynamics - The EU has adopted a firmer stance in trade negotiations with the U.S., with calls for a stronger position on tariff discussions [11]. - Current U.S. tariffs on EU automobiles and steel products are 25% and 50%, respectively, with potential expansions to other sectors [11]. - Former German Chancellor Merkel urged the EU to respond collectively to U.S. tariff threats without fear [13]. Group 5: Economic Impact of Tariffs - The U.S. trade data for May showed a decline in both imports and exports, indicating the adverse effects of the tariff policies [15]. - The trade deficit has widened, with a notable decrease in consumer goods imports and a 4% drop in overall export value [15][16].

Core Viewpoint - The article discusses the impending implementation of new tariffs by the U.S. government, with rates potentially reaching as high as 70%, and highlights the responses from various countries, including the EU, Japan, and India, regarding their trade negotiations with the U.S. [1][2][4] Group 1: U.S. Tariff Announcement - President Trump announced that new unilateral tariffs will be communicated to trade partners starting July 4, with an expected implementation date of August 1 [1] - The proposed tariff rates could range from 10% to 70%, with Trump indicating that the final text of the letters detailing these tariffs has been completed [1] - The U.S. has previously imposed tariffs of up to 50% on many trade partners, which has raised concerns about inflation risks in the U.S. economy [2] Group 2: Responses from Trade Partners - The EU has expressed a strong commitment to defending its interests and is prepared to take countermeasures if negotiations with the U.S. fail [6][4] - Japan's Prime Minister emphasized the importance of maintaining national interests, particularly in the automotive and agricultural sectors, and stated that Japan will not sacrifice agriculture in trade negotiations [8] - India has drawn two "red lines" in its negotiations with the U.S., focusing on the protection of its agricultural sector and dairy products, and plans to impose retaliatory tariffs against the U.S. due to the impact of U.S. tariffs on Indian exports [9][11]

Group 1: Trade Negotiations - The US and EU trade negotiations are at a standstill, with a deadline for a "tariff pause" approaching on July 9 [1][2] - EU representatives are seeking a principle-based agreement before the deadline, while also preparing for potential extensions of the tariff pause if no agreement is reached [2][8] - There are internal divisions within the EU regarding the approach to negotiations, with some countries favoring a quick agreement and others advocating for a stronger stance against US tariffs [1][9] Group 2: Automotive Industry Impact - European automotive manufacturers are facing pressure, with stock prices declining significantly amid tariff threats, including a 17% potential tariff on EU agricultural products and a 50% tariff on other goods if negotiations fail [4][8] - Some European governments and car manufacturers are pushing for an investment-based agreement with the US, where increased investment in the US could lead to tariff reductions [2][3] - The EU's second round of countermeasures against US tariffs has been scaled down from €950 billion to €720 billion, indicating a strategic adjustment in response to ongoing negotiations [10] Group 3: Economic Implications - The EU is prepared to take countermeasures to protect its economy if negotiations do not yield favorable results, with the EU Commission President stating that all options are on the table [10] - The potential for a principle-based agreement could maintain the current "truce" status, avoiding new US tariffs, while failure to reach an agreement could lead to the implementation of previously suspended tariffs [10]