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专家详解美欧贸易协议:无法律约束力,暗藏“恐怖平衡”
第一财经· 2025-07-31 05:04
Core Viewpoint - The article discusses the recent trade agreement between the US and EU, highlighting its non-binding nature and the ongoing negotiations required to finalize specific terms and conditions [1][3][5]. Summary by Sections Trade Agreement Details - On July 27, a trade agreement was reached between US President Trump and EU Commission President von der Leyen, establishing a 15% tariff on most EU products, while the EU commits to purchasing significant amounts of US energy and military equipment [1][8]. - The agreement includes a 15% tariff cap applicable to nearly all EU exports, with exceptions for products already subject to higher most-favored-nation tariffs [9][10]. - The agreement also covers potential tariffs on pharmaceuticals and semiconductors, with a commitment to restore certain tariffs on specific products starting August 1, 2025 [11]. Investment Commitments - The EU plans to procure US liquefied natural gas, oil, and nuclear products worth approximately $750 billion (around €700 billion) over the next three years, aiming to replace Russian energy sources [12]. - EU companies have expressed interest in investing at least $600 billion (about €550 billion) in various sectors in the US by 2029, adding to the existing €2.4 trillion investment [13]. Legal and Political Implications - The agreement is described as a framework or political agreement, lacking legal binding force, which raises questions about the enforceability of the commitments made [5][14]. - The use of terms like "intends" and "interested" in the EU's statements has led to skepticism regarding the actual implementation of the proposed investments and purchases [12][22]. Future Negotiations - Key issues remain unresolved, including tariffs on steel and aluminum, and discussions are ongoing regarding exemptions for certain products [20][21]. - The EU is seeking to establish a non-binding joint statement by August 1 to clarify the agreement's terms and facilitate further negotiations [18][19]. Trade Volume Context - In 2024, trade between the US and EU is projected to exceed €1.6 trillion, with daily exchanges of over €4.2 billion in goods and services [23].
金十整理:特朗普关税哪些已经生效,哪些可能出台?
news flash· 2025-07-10 07:44
Group 1 - Existing tariffs on copper are set at 50% [1] - Existing tariffs on steel and aluminum are also at 50% [3] - Existing tariffs on automobiles and auto parts are at 25% [3] Group 2 - Proposed tariffs on pharmaceuticals could reach as high as 200% [3] - Proposed tariffs on semiconductors are set at 25% or higher [3] - Proposed tariffs on films are at 100% [3] Group 3 - Tariffs on various countries in East Asia include 25% on South Korea and Japan [2] - Southeast Asian countries face tariffs ranging from 20% to 40% [2] - Canada faces a 10% tariff on energy products and 25% on other goods not covered by the USMCA [3] Group 4 - Countries in South Asia, West Asia, and Central Asia face tariffs between 25% and 35% [3] - African countries are subject to tariffs of 25% to 30% [3] - European countries face tariffs ranging from 25% to 35% [3] - Brazil faces a 50% tariff [3]
欧盟对美贸易谈判底线曝光:愿接受10%普遍关税,但要豁免关键行业
Jin Shi Shu Ju· 2025-07-01 00:47
Core Points - The EU is willing to accept a trade arrangement with the US that includes a 10% universal tariff on many export goods, while seeking lower tax rates on key industries such as pharmaceuticals, alcohol, semiconductors, and commercial aircraft [1] - The EU is pushing for the US to provide quotas and exemptions to effectively reduce the 25% tariff on cars and auto parts, as well as the 50% tariff on steel and aluminum [1] - The EU must reach a trade arrangement with Trump by July 9, or face a potential increase in tariffs on nearly all exports to the US to 50% [1] - The EU and the US are increasingly optimistic about reaching a temporary agreement before the July 9 deadline, allowing negotiations to continue beyond the deadline [2] - The EU is seeking to address non-tariff barriers through a simplified agenda and has proposed exploring strategic procurement in areas like liquefied natural gas and artificial intelligence [2] - The EU estimates that US tariffs currently cover about 70% of its exports to the US, amounting to approximately €380 billion [3] - The EU has prepared countermeasures, including tariffs on €21 billion worth of US goods, in response to Trump's metal tariffs, targeting politically sensitive US states [4] - An additional tariff list targeting €95 billion worth of US products is also prepared, focusing on industrial goods such as Boeing aircraft and American-made cars [4] - The EU will assess any final results of the negotiations and decide on the acceptable level of asymmetry in the agreement [5]
欧盟委员会计划对950亿欧元美国进口产品采取反制措施
news flash· 2025-05-08 12:58
Core Viewpoint - The European Commission announced plans to file a complaint with the World Trade Organization (WTO) against U.S. tariffs and is considering potential countermeasures on €95 billion worth of U.S. imports [1] Group 1: Proposed Countermeasures - The proposed countermeasures will target U.S. products including aircraft, alcoholic beverages, fish, automobiles, and auto parts [1] - Additional targets for the countermeasures include U.S. chemicals, plastics, electrical equipment, healthcare products, and machinery [1] - The EU is also considering restrictions on €4.4 billion worth of its own steel and chemical exports to the U.S. [1] Group 2: Diplomatic Efforts - The EU emphasizes its intention to continue seeking mutually beneficial and balanced solutions with the U.S. [1]