Group 1 - The U.S. government's tariffs on Brazilian goods are causing widespread protests in Brazil, indicating significant discontent among various sectors including unions, farmers, and small businesses [1] - The protests are a response to the U.S. imposing tariffs as high as 50% on certain Brazilian products, which protesters view as a serious infringement on Brazil's economic sovereignty [1] - Analysts suggest that both the U.S. and Brazil will incur losses due to the trade tensions, reflecting a deterioration in relations between the two countries [1][2] Group 2 - President Trump announced exemptions for 694 products, including civilian aircraft, cars, and fossil fuels, which accounted for $18.4 billion in exports from Brazil to the U.S. last year, representing 43.4% of Brazil's total exports to the U.S. [2] - Despite the exemptions, approximately 35.9% of Brazil's exports to the U.S. could still be affected if the tariffs are fully implemented, prompting the Brazilian government to prepare a response plan involving financial and tax measures [2] - A recent survey indicates that 23% of Brazilians view China as a more trustworthy trade partner compared to 19% who trust the U.S., highlighting a shift in public perception regarding trade relationships [3]

中美贸易战愈演愈烈，特朗普还在不断离谱地加征天价关税，希望限制中国商品出口美国，以缩小对华 逆差。 不过这个愿望似乎很难实现。因为即使中国输美商品规模因关税之限而大幅缩减，但如果美国输华商品 同样大减，一来一回之后，逆差未必就能缩小太多。 而且这还没有算上经过这次贸易战后，很多企业转向转口贸易或海外设基地的情形。所以特朗普的账只 算了一头，也没考虑到全局性和动态变化的影响。 再回到说中国对美国进口商品的依赖度，我们可以具体来看下输华商品的构成情况。 中美贸易逆差：产品结构差异引起的失衡 中国自美进口：1,636.24亿美元（占中国进口总额6.3%），下降0.1%； 贸易顺差：3,610亿美元，占中国总顺差的36.4%。 从数据来看，中美贸易的进出口之差确实比较显著。而从贸易结构来看，这种不平衡似乎也具有必然 性。 因为中国出口美国的商品，以消费电子等机电类产品，纺织、家具与玩具等劳动密集型产品为主。 中国完整的产业链、充沛的产能基础，让这些产品在美国市场拥有强大的竞争力，占据当地市场的主要 份额，很长时间内都难以替代（因而消费电子产品输美"对等关税"得到豁免）。 美国输华商品以高新技术产品为主，但限制较多 再 ...