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川普关税大棒砸向全球,中国“免税大超市”反杀,美企盟友全懵了
Sou Hu Cai Jing· 2025-07-21 23:36
Group 1 - The U.S. Department of Commerce imposed tariffs on Chinese graphite, which is critical for the U.S. electric vehicle industry, as China accounts for 70% of global production and exports to the U.S. were valued at $1.5 billion in 2025 [1] - The tariffs are expected to increase battery costs by $7 per kilowatt-hour, leading to a 20% reduction in subsidies from the Inflation Reduction Act [1] - U.S. domestic graphite producers are unable to meet the demand, with their annual production being less than a fraction of China's daily output [3][5] Group 2 - The tariffs have caused a surge in Canadian graphite mining stocks by 51%, while U.S. electric vehicle manufacturers like Tesla saw their stock prices decline [1] - The U.S. is facing backlash from allies like the EU and Mexico, with Mexico retaliating by imposing tariffs on U.S. corn [3] - The pharmaceutical industry is also affected, with potential 200% tariffs on imported drugs leading to increased prices for American consumers [3] Group 3 - China's strategy includes zero tariffs for 53 African countries, enhancing trade relations and allowing African nations to develop infrastructure using funds from exports to China [7][9] - The Chinese graphite industry has advanced technologies that reduce costs by 40% compared to U.S. methods, attracting orders from Europe and Southeast Asia [8] - The U.S. tariffs are seen as a self-defeating strategy that may harm American consumers and businesses while benefiting other countries [9]
财经观察:中方限制采购欧盟医疗器械,影响有多大?
Huan Qiu Shi Bao· 2025-07-08 22:46
Core Viewpoint - China has implemented restrictions on medical device procurement from European companies in response to similar measures taken by the EU against Chinese firms, indicating a tit-for-tat approach in trade relations [1][5]. Group 1: Government Procurement Measures - The Ministry of Finance announced that for medical device procurement budgets exceeding 45 million RMB, EU companies will be excluded from participation, except for EU-funded enterprises operating in China [2][4]. - The measures specifically target 50 types of medical devices imported from the EU, including both everyday medical instruments and high-end equipment like MRI and X-ray diagnostic devices [4][6]. Group 2: Impact on Domestic Industry - The restrictions are expected to significantly impact high-end medical device manufacturers from the EU, while domestic companies are increasingly filling the market gap with competitive products [5][6]. - Currently, imported medical devices account for 40% of a typical domestic company's business, with only 10% coming from the EU, indicating a shift towards non-EU suppliers [4][6]. Group 3: Future Trends in Domestic Medical Device Market - The domestic medical device industry is projected to see an increase in the replacement rate of imported products, with estimates suggesting that 60% to 80% of devices priced around 5 million RMB can be sourced domestically [7][8]. - The market for high-end medical devices is expected to grow significantly, with projections indicating that by the end of the 14th Five-Year Plan, the market size could reach approximately 2.27 trillion RMB, accounting for 28% of the global market [8][9].
预算1.29亿元!云南大学设备更新项目采购大批仪器
仪器信息网· 2025-06-25 07:09
Core Viewpoint - Yunnan University has announced procurement intentions for 19 items of scientific instruments and equipment, with a total budget of 129 million yuan, aimed at enhancing research capabilities and supporting the development of various academic disciplines [1][2]. Summary by Categories Procurement Overview - The total budget for the procurement of scientific instruments is 129 million yuan, with an expected procurement date set for May 2025 [2][4]. Specific Equipment and Budget - The procurement list includes advanced instruments such as: - Nuclear Magnetic Resonance (NMR) Spectrometer - Femtosecond Transient Absorption Spectrometer - Circularly Polarized Fluorescence Spectrometer - Field Emission Scanning Electron Microscope (with transmission function) - Ultra-High-Performance Liquid Chromatography-Mass Spectrometry (UHPLC-MS) [2][5]. Purpose of Procurement - The procurement aims to build a research and talent cultivation platform for the School of Chemical Science and Engineering, addressing the needs of research and development in chemistry and related fields [5][6]. Equipment Details - Specific equipment includes: - 600 MHz NMR Spectrometer for organic chemistry and biochemistry applications [6]. - High-Throughput Intelligent Colony Screening System for microbiological research [7]. - THz Near-Field Microscopy System for advanced optical measurements [8]. - Ultra-Fast Transient Lifetime Measurement System for studying transient phenomena [8][10]. Educational and Research Impact - The procurement is expected to significantly enhance the research capabilities of various departments, including Physics and Astronomy, Chemistry, and Agriculture, thereby supporting the university's dual-first-class initiative [11][12][13]. Compliance with Regulations - All procured equipment must comply with national energy-saving and environmental protection regulations [5][6][12].
1.64亿元!浙江理工大学采购大批仪器
仪器信息网· 2025-05-12 08:59
Core Viewpoint - Zhejiang Sci-Tech University has announced multiple government procurement intentions for laboratory instruments, with a total budget of 164 million yuan, indicating significant investment in research capabilities [1][2]. Procurement Summary - The university plans to procure four types of instruments, including a nuclear magnetic resonance (NMR) spectrometer and a vacuum thermogravimetric system, with procurement expected between April and August 2025 [2][4]. - The NMR spectrometer has a budget of 3.5 million yuan and aims to support research in chemistry, polymer science, and materials science [4]. - The vacuum thermogravimetric system has a budget of 650,000 yuan and will analyze microcomponents in polyester and polyamide materials during processing [5]. - A continuous polymerization pilot test system is budgeted at 3.8 million yuan, focusing on the continuous polymerization of polyester and polyamide materials [5]. - The total budget for the key discipline and laboratory equipment upgrade project is 142.29 million yuan, aimed at enhancing academic and research quality [5]. University Overview - Zhejiang Sci-Tech University, located in Hangzhou, has a rich history dating back to 1897 and has evolved into a comprehensive institution with a strong focus on engineering and technology [6]. - The university offers a wide range of academic programs, including 56 undergraduate majors, with several recognized as national first-class programs [6]. - The faculty includes 2,740 staff members, with a significant number holding senior academic titles and national-level recognitions [6]. Research Status - The university hosts numerous high-level research platforms, including a national key laboratory and several engineering research centers, contributing to various national science and technology projects [8]. - It has received multiple national awards for technological innovation and has established a network for technology transfer and transformation across the province [8]. Key Laboratories and Projects - The university has established key laboratories in various fields, including life sciences, chemistry, and materials science, focusing on advanced research and development [9][10]. - Significant projects include national-level initiatives in biomedicine and environmental technology, showcasing the university's commitment to impactful research [11].
美国仪器品牌在华市场是否会受关税影响?未必!(附全球生产线统计表)
仪器信息网· 2025-04-10 07:34
导读: 在全球布局生产线的仪器品牌在此次突发的关税事件中受到的影响相对较小,更具主动权。基于此,仪器信息网特别对美国仪器品牌全球生产 线分布情况进行统计,供广大读者参考。 特别提示 微信公众号机制调整,请点击顶部"仪器信息网" → 右上方"…" → 设为 ★ 星标,否则很可能无法看到我们的推送。 近期,全球关税大战呈现愈演愈烈之势,从"对等关税"到"极限施压",新一轮威胁对市场带来了巨大的不确定性。 2 0 2 5年4月2日,美国声称中方"未履行贸易承诺",对中国商品加征3 4%关税,累计税率达5 4%;4月7日,特朗普再度加征5 0%关 税,总税率飙升至1 0 4%。 4月4日,中国采取多项反制措施,其中一项是对原产于美国的所有进口商品,加征3 4%关税;4月9日,中国再次采取系列强硬反制 措施,并 宣布对原产于美国的所有进口商品的加征关税税率由3 4%提高至8 4% 。 作为全球高端仪器设备的核心供给国,美国在质谱仪、核磁共振仪、半导体制造设备等领域长期占据技术主导地位(全球市场份额 超6 0%),而中国仪器行业对美进口依赖度高达3 2%。美国关税政策与中国反制举措形成的关税大战,将不可避免地直接冲击美国 ...
多仪器厂商回应关税“核弹”,104%背后没有赢家
仪器信息网· 2025-04-09 11:00
特别提示 微信公众号机制调整,请点击顶部"仪器信息网" → 右上方"…" → 设为 ★ 星标,否则很可能无法看到我们的推送。 导读: 当地时间 2025年4月9日,美国对部分中国输美商品累计税率高达104%的 "核弹级"政策正式落地 。 本期 《 视角 》 栏目我们 来聊聊这波猝不及防的"战事"。 据白宫官网公告,美国对中国征收1 0 4%关税将在当地时间周三(4月1 0日)凌晨1 2 : 0 1起生效,并上调了价值8 0 0美元 或以下商品所需缴纳的税额。 迅速恶化的"战况" 这场被专家称为" 2 1世纪最大规模贸易战"的博弈始于2 0 2 5年4月3日, 美国总统特朗普在白宫签署了关于"对等关税"的 行政令, 宣布对所有贸易伙伴设立1 0%的"最低基准关税",并对部分经济体征收更高税率。亚洲国家成为"重灾区", 其中 对中国的关税加征幅度高达3 4% 。 此后,事情的发展速度令人始料未及: · 北 京 时 间 4 月 4 日 , 中 国 国 务 院 关 税 税 则 委 员 会 、 商 务 部 、 海 关 总 署 相 继 出 台 一 系 列 对 美 反 制 措 施 , 强 硬 " 奉 陪 到 底"。措施内容 ...