据知情人士透露，欧盟将寻求在本周末前快速推进立法，以取消对所有美国工业品的关税，这是美国总 统特朗普提出的一项要求，作为美国降低对该集团汽车出口关税的前提。 如果欧盟在本月底前提出该立法，那么对欧洲汽车征收的15%关税税率将追溯至8月1日生效。汽车是该 集团对美国最重要的出口商品之一，仅德国在2024年就向美国出口了价值349亿美元的新车和零部件。 AI播客：换个方式听新闻 下载mp3 负责为欧盟处理贸易事务的欧盟委员会，还将对某些海产品和农产品给予优惠关税税率。 音频由扣子空间生成 欧盟已承认，与特朗普达成的这项贸易安排有利于美国，但该协议对于为企业提供稳定性和确定性是必 要的。欧盟委员会主席冯德莱恩此前曾将其描述为"虽不完美但成效显著"。 此举发生之际，特朗普已威胁要对那些对美国网络服务征税的国家征收关税和其他惩罚，但他没有具体 说明他将针对哪些国家，以及欧盟是否会牵涉其中。 长期以来，特朗普一直猛烈抨击欧盟对包括谷歌母公司Alphabet和苹果公司在内的美国科技巨头进行的 技术和反垄断监管。 目前，欧盟的汽车和汽车零部件对美出口面临27.5%的关税。尽管美国和欧盟已达成一项贸易协议，将 使美国对几乎所有 ...

欧盟拟本周内立法取消美国工业品关税，以换取美国下调汽车关税。 8月27日周三，媒体援引知情人士消息透露，欧盟将力争在本周内加快立法程序，以取消对美国工业品 的所有关税，这是美国总统特朗普提出的条件，只有在欧盟先取消这些关税后，美国才会降低对欧盟汽 车出口的关税。 除了工业品，欧盟还计划给予美方部分海产品和农产品以优惠关税待遇。尽管这项贸易安排整体上对美 国更有利，但欧盟官员表示，为企业提供稳定、确定的经商环境更加重要。欧盟委员会主席冯德莱恩也 称这项协议是"一个坚实的协议，尽管并不完美"。 据央视新闻，目前欧盟汽车出口美国当前面临27.5%的高关税。而汽车是欧盟（尤其是德国）对美最重 要的出口商品之一，仅德国在2024年就向美国出口了价值349亿美元的新车和零部件。 尽管美欧已经达成了一项协议，美国将把几乎所有欧洲商品的关税降至15%，但特朗普表示，这项关税 下调不会适用于汽车，除非欧盟提出立法取消对美工业品等商品的关税。如果欧盟能在本月底前（即8 月31日前）提出取消关税的法案，那么美国将把15%的汽车关税（从原来的27.5%下调）追溯执行至8月 1日。 为了加快这个立法进程，欧盟委员会将跳过通常需要进行的 ...

欧盟将寻求于本周末前加速推进立法程序，取消对美国工业产品的关税。这是美国总统唐纳德·特朗普 提出的要求，只有满足这一条件，美国才会降低对欧盟汽车出口的关税。据知情人士透露，负责处理欧 盟贸易事务的欧盟委员会还将对部分海产品和农产品给予优惠关税税率。欧盟承认与特朗普达成的贸易 安排对美方有利，但强调该协议对保障企业稳定性与确定性至关重要。欧盟委员会主席乌尔苏拉·冯德 莱恩此前称其为"一项强有力的协议，尽管并非完美"。 ...

南农晨读丨茶香 胜境_南方+_南 方plus 【今日关注】 据介绍，岭南特 色农业是广东省 的"金字招牌" ， 水果、蔬菜、肉 类、水产品等多 种产品产量位居 全国前列。全省 规上农产品加工 企业营业收入 评论丨以大省之 责，绘就岭南农 业现代化新图景 8月26日，在广 东省加快推进现 代化产业体系建 设第五场专题会 议（岭南特色农 业专场）上，省 人大农村农业委 员会主任委员李 水华介绍，广东 在发展岭南特色 农业工作取得明 显成效，但对标 高质量发展要 求，依然存在特 色产业规模不 大、生物种业实 力不强、农机推 广应用面小、农 业品牌经营主体 分散、产品同质 化严重、部分农 业标准仍不完善 等问题。 9701.21亿元！ 广东农业多项数 据位居全国前列 "2024年广东省 农林牧渔总产值 为9701.21亿 元，位居全国前 列。"8月26日， 在省加快推进现 代化产业体系建 设第五场专题会 议（岭南特色现 代农业专场） 上，省人大农村 农业委员会主任 委员李水华介绍 岭南特色现代农 业专题调研情 况。 1.63万亿元，培 育农业龙头企业 5507家，年营收 规模近万亿元。 全国人大代表、 广东海洋大学副 ...

2025.08. 25 本文字数：2089，阅读时长大约4分钟 作者 | 第一财经 冯迪凡 面对已经升至数十年来最高水平的实际关税，美国食品行业正在争相争取特朗普政府的豁免。 据美国农业部数据，美国约有五分之一食品是进口食品。 此前，美国餐饮协会在致美国贸易代表格里尔的一封信中警告说，如果对在美国季节性种植的新鲜食 材征收关税，菜单价格将会上涨。 该协会执行副总裁肖恩·肯尼迪在信中表示："我们同意，我们与其他国家的贸易逆差应该更加平衡， 但由于食品和饮料产品对这些逆差的贡献并不大，我们希望这些产品能够获得豁免。" 截至目前，耶鲁大学预算实验室测算结果显示，美国消费者面临的进口商品平均有效关税税率达 18.6%，为1933年以来最高水平。关税将使2025年美国家庭平均支出增加2400美元。 各食品行业协会纷纷发出警告 从鱼类到黄瓜等各种食品，由于在美国国内种植和养殖成本过高，多年来以进口为主。 美国食品行业协会最近的一项分析显示，黄瓜是美国蔬菜中进口量占比最高的品种，从1990年的 35%上升到近90%。该协会称，如果90%的黄瓜在国内种植，一年中的大部分时间需在温室中种 植，将促使价格上涨。 又以海产品为例， ...

Core Points - The EU and the US announced a new trade agreement detailing tariffs and market access, with the US imposing a 15% tariff on most EU goods while exempting certain products [1] - The EU committed to eliminating tariffs on US industrial goods and providing preferential market access for US seafood and agricultural products [1] - The EU plans to purchase $750 billion worth of US liquefied natural gas, oil, and nuclear products by 2028, along with $40 billion in US AI chips [1][2] Group 1 - The US will impose a 15% tariff on most EU imports, while certain natural resources, aircraft, and generic drugs are exempt [1] - The EU will eliminate tariffs on US industrial products and provide preferential access for US seafood and agricultural goods [1] - The EU aims to significantly increase its procurement of US military and defense equipment [1] Group 2 - The agreement has raised concerns about fairness, with critics arguing it disproportionately favors the US [4][8][16] - There are unresolved issues regarding steel and aluminum tariffs, with no clear solution provided in the agreement [9] - The digital regulatory divide remains a significant point of contention, with no substantial progress made in this area [11] Group 3 - The agreement has been described as a "terrible, complete surrender" by some EU officials, highlighting the lack of reciprocity [8] - Concerns have been raised about the potential negative impact on European growth and employment due to the perceived imbalance in the agreement [16] - The agreement lacks legal binding, raising questions about its long-term viability and enforcement [20][23] Group 4 - The EU is expected to initiate legislation to ensure the US commits to reducing auto tariffs retroactively [23] - The agreement is seen as a "loss control document" for the EU, reflecting its dependency on the US [23][25] - Future negotiations are anticipated to address a fair and balanced trade agreement, although skepticism remains about the EU's leverage [25]

【导读】美国与欧盟发表联合声明，双方已就贸易协定框架达成一致 中国基金报记者 李智 一起来看下关税最新消息。 美欧正式敲定框架贸易协议 汽车关税有望降至15% 当地时间 8月21日，美国白宫发表声明称，美国与欧盟已就一项贸易协定的框架达成一致。 此外，欧盟计划大幅增加从美国采购军事和国防装备。美国和欧盟承诺共同努力减少或消除非关税壁垒。在汽车领域，美国和欧盟有意接 受并相互承认彼此的标准。美国和欧盟承诺解决不合理的数字贸易壁垒。 根据白宫公布的声明，美国与欧盟的这项贸易协议的框架内容要点有19项，涵盖农产品、汽车、飞机等工业品、芯片半导体、能源、欧盟 对美投资、放宽环境保护法规限制、网络安全协议、数字贸易壁垒等多方面内容。 声明还明确，美国对大多数欧盟商品征收关税税率将不超过15%，涵盖汽车、药品、半导体芯片和木材。 美国白宫方面表示，美国和欧盟希望将本框架协定作为一项进程的第一步，该进程可逐步扩展，涵盖更多领域，并持续改善市场准入，增 进双方的贸易投资关系。 在一份三页半的联合声明中，双方列出了各自的承诺，其中包括欧盟承诺取消对所有美国工业品的关税，并为广泛的美国海产品和农产品 提供优惠市场准入。 声明称， ...

Core Viewpoint - Indonesia's trade surplus for the first half of the year reached $19.48 billion, a 26% increase from $15.45 billion in the same period last year, driven by strong exports in June, particularly in palm oil and gold jewelry [1] Trade Performance - The trade surplus for January to June 2023 was $19.48 billion, up from $15.45 billion in the same period of 2022, marking a 26% growth [1] - June exports amounted to $23.44 billion, reflecting an 11.29% year-on-year increase [1] - Key contributors to the strong trade performance included a surge in palm oil and gold jewelry exports, as well as preemptive exports to the U.S. before tariff implementation [1] Export Dynamics - In June, Indonesia's non-oil and gas exports to the U.S. increased by 33.5% year-on-year, with major products including electronic machinery, clothing, footwear, palm oil, rubber, and seafood [1] U.S.-Indonesia Trade Agreement - A recent agreement between the U.S. and Indonesia will reduce U.S. import tariffs on Indonesian goods from 32% to 19%, with potential further reductions on certain U.S. products lacking domestic production [1] - Indonesia has agreed to eliminate tariffs on 99% of U.S. industrial goods, food, and agricultural products, and has committed to purchasing more U.S. goods [1] Future Trade Outlook - Economists suggest that the new U.S. tariffs could pressure Indonesia's trade surplus, as increased imports may coincide with declining prices for major commodities like coal [1]

Group 1: Conflict Trigger - The conflict was triggered by Canada's unilateral imposition of tariffs on Chinese goods, particularly a 100% tariff on electric vehicles and a 25% tariff on steel and aluminum, effective October 1, 2024 [2][4] - Canada's actions were framed as a response to similar measures by the US and EU, but lacked substantial evidence and appeared hasty compared to the thorough investigations conducted by the US and EU [4][6] Group 2: China's Response - In response to Canada's tariffs, China initiated an anti-discrimination investigation against Canada on September 26, 2024, marking a significant move in international trade disputes [8][10] - China also launched an anti-dumping investigation on Canadian canola on September 9, 2024, targeting a key export commodity worth over 3 billion Canadian dollars in 2023 [10][12] Group 3: Historical Context - Diplomatic relations between China and Canada began in 1970, with a mutually beneficial trade relationship that peaked in the 2010s, where bilateral trade reached hundreds of billions of Canadian dollars [14][16] - The relationship soured significantly after the 2018 Meng Wanzhou incident, leading to a series of retaliatory measures and a decline in trust between the two nations [16] Group 4: International Implications - The dispute has broader international implications, with China's anti-discrimination investigation potentially setting a precedent for future trade conflicts, while Canada faces criticism for its unfounded tariff measures [17][19] - Canada has expressed strong condemnation of China's actions and plans to support affected industries, but the scale of assistance is limited, and there are calls for government compromise from the agricultural community [20] Group 5: Conclusion - The trade war illustrates the complexities of global trade dynamics and the lack of true winners, as both countries face economic repercussions and strained relations [21]

Group 1 - The overall price level is still adjusting due to the pressure from traditional growth drivers, despite the emergence of new growth drivers [1][3] - In June, the Consumer Price Index (CPI) rose by 0.1% year-on-year, ending four consecutive months of negative growth, while the core CPI reached a new high in nearly 14 months [1][3] - Factors supporting a moderate recovery in prices in the second half of the year include stable economic performance, effective demand expansion policies, regulation of low-price competition, holiday effects, and diminishing tail effects [1][4] Group 2 - The rise in CPI in June was influenced by the recovery of industrial consumer goods prices supported by "two new" policies, as well as supply disruptions in vegetables and certain seafood products due to weather conditions [3] - In the first half of the year, food prices fell by 0.9% and energy prices decreased by 3.2%, collectively dragging down the CPI by approximately 0.4 percentage points [3] - The current low price levels are characterized by structural and temporary factors, linked to both domestic and international macroeconomic changes [3][4] Group 3 - The expectation for price trends in the second half of the year is a low and moderate recovery, supported by several factors including stable economic growth and expanding overall demand [4] - Policies aimed at expanding domestic demand are expected to effectively stimulate consumption and support price recovery in consumer goods [4] - Recent self-regulatory actions by industry associations in sectors like photovoltaics, cement, and automobiles are anticipated to positively impact pricing in those areas [4]