President Donald Trump announced Friday that the U.S. could impose tariffs of up to 100% on imports from China by Nov. 1, marking an escalation in the U.S.–China trade conflict and raising uncertainty across global supply chains. In a Truth Social post Friday, Trump said the tariffs were retaliation for China’s new export controls announced a day earlier on rare earth minerals and related technologies. Many U.S. companies that rely on Chinese manufacturing could face soaring costs and shipment delays as ...

——这个消息是北美东部时间9月30日，美国贸易代表格里尔（Jamieson Greer）在参加纽约经济俱乐部 （the Economic Club of New York）时发言的内容，有许多现场目击者，所以消息内容本身是可靠的， 关键是这些消息所包含的美国政府和特朗普（Donald Trump）真正用意是什么。 格里尔原话是"如果你去问总统'我们和中国达成协议了么'，他会说'是的，这就是我们的协议。我们对 中国征收55%关税，这就是协议内容。'所以这就是一个良好的现状'，此外他还说了一些希望能够继续 与中方官员进行定期磋商，努力实现更加平衡的贸易关系，双方都能扩大"非敏感商品"的贸易，比如美 国的农产品和中国的消费品等诸如此类的话。 消息称美国不准备降低对华关税税率，是否可靠？ 很显然，美方试图将原本无端提出的20%"芬太尼关税"常态化和固定化，借以长期维持比中方对美产品 关税率低20%的美方对华关税率，同时继续维持在对华进出口、技术封锁等方面长期以来的双标。而中 方博弈的关键，则是力图在继打破"特朗普第三原则"之后，再打破其第一、第二原则，即破解其"极限 施压"和"漫天要价，就地还钱"的手法。 具体到策略 ...

据国家发展改革委消息，今年1—8月，全国共有3.3亿人次申领消费品以旧换新补贴，带动相关商品销 售额超过2万亿元；限额以上单位家用电器和音像器材、文化办公用品、家具、通讯器材类商品零售额 同比分别增长28.4%、22.3%、22.0%、21.1%，支撑社会消费品零售总额同比增长4.6%。 了解更多 ▶ 来源/国家发展改革委 近日，国家发展改革委已会同财政部，向地方下达了今年第四批690亿元超长期特别国债支持消费品以 旧换新资金，至此，全年3000亿元中央资金已全部下达。下一步，各有关部门将进一步组织地方合理把 握工作节奏，完善资金使用计划，均衡有序支出补贴资金，加强产品质量和价格监管，严厉打击骗补套 补等违法违规行为，平稳有序实施消费品以旧换新政策，推动补贴资金用到实处、见到实效。 编辑/羊秀 胡禹山 ...

数据显示，今年1~8月，全国共有3.3亿人次申领消费品以旧换新补贴，带动相关商品销售额超过2万亿 元；限额以上单位家用电器和音像器材、文化办公用品、家具、通讯器材类商品零售额同比分别增长 28.4%、22.3%、22.0%、21.1%，支撑社会消费品零售总额同比增长4.6%。 特约评论员熊夏柠 近日，国家发展改革委已会同财政部，向地方下达了今年第四批690亿元超长期特别国债支持消费品以 旧换新资金，至此，全年3000亿元中央资金已全部下达。 今年9月，商务部等9部门发布《关于扩大服务消费的若干政策措施》（以下简称"若干措施"），围绕财 税支持、供给优化、平台建设等五方面提出19项举措，全面激发服务消费新增量。 今年国庆中秋"双节"已经到来，这一系列措施的发布可谓是正当其时。若干措施提出，实施服务消费提 质惠民行动，持续深化"购在中国"品牌打造，开展"服务消费季"系列促消费活动。开展消费新业态新模 式新场景试点城市建设。积极发展首发经济，推动创新和丰富服务消费场景，支持优质消费资源与知名 IP跨界合作，打造一批商旅文体健融合的消费新场景，培育一批新型消费龙头企业。 系列措施同时也要求，结合实际、因地制宜延长热门 ...

·财政部、商务部开展消费新业态新模式新场景试点工作支持优质消费资源与知名IP跨界联名 ·健康保险高质量发展指导意见出炉深化健康保险改革 【国内要闻】 ·日前，国务院办公厅印发《关于在政府采购中实施本国产品标准及相关政策的通知》（以下简称《通 知》），自2026年1月1日起施行。《通知》旨在构建统一开放、竞争有序的政府采购市场体系，完善政 府采购制度，保障各类经营主体平等参与政府采购活动。 ·近日，国家发展改革委已会同财政部，向地方下达了今年第四批690亿元超长期特别国债支持消费品以 旧换新资金，至此，全年3000亿元中央资金已全部下达。下一步，各有关部门将进一步组织地方合理把 握工作节奏，完善资金使用计划，均衡有序支出补贴资金，加强产品质量和价格监管，严厉打击骗补套 补等违法违规行为，平稳有序实施消费品以旧换新政策，推动补贴资金用到实处、见到实效。 ·财政部、商务部发布关于开展消费新业态新模式新场景试点工作的通知。通知提出，支持优质消费资 源与知名IP跨界联名。依托互联网数字娱乐平台和知识产权（IP）孵化平台，打通设计、开发、生产、 营销、推广全产业链，开发系列周边产品，开设主题店、概念店等沉浸式消费空间，激 ...

Group 1 - The core viewpoint of the article highlights the positive impact of the "old for new" policy on consumer goods, with significant government support leading to increased sales and consumer participation [1] - From January to August this year, 330 million people applied for subsidies under the "old for new" program, resulting in over 2 trillion yuan in related sales [1] - Retail sales of household appliances, audio-visual equipment, cultural and office supplies, furniture, and communication equipment saw year-on-year growth rates of 28.4%, 22.3%, 22.0%, and 21.1% respectively, contributing to a 4.6% year-on-year increase in total retail sales of consumer goods [1] Group 2 - The National Development and Reform Commission, in collaboration with the Ministry of Finance, has allocated a total of 300 billion yuan in special long-term bonds to support the "old for new" policy, with the fourth batch of 69 billion yuan recently distributed [1] - Future efforts will focus on improving the implementation of the subsidy program, ensuring balanced and orderly expenditure, and enhancing product quality and price supervision while combating fraudulent claims [1]

国家发展改革委网站9月30日消息，近日，国家发展改革委已会同财政部，向地方下达今年第四批690亿 元超长期特别国债支持消费品以旧换新资金，至此，全年3000亿元中央资金已全部下达。 国家发展改革委表示，下一步，各有关部门将进一步组织地方合理把握工作节奏，完善资金使用计划， 均衡有序支出补贴资金，加强产品质量和价格监管，严厉打击骗补套补等违法违规行为，平稳有序实施 消费品以旧换新政策，推动补贴资金用到实处、见到实效。 今年1月、4月、7月，有关部门分三批下达超长期特别国债支持消费品以旧换新资金。各地各有关部门 持续完善实施机制，强化资金监督管理，推动消费品以旧换新政策取得积极成效。 国家发展改革委数据显示，今年1—8月，全国共有3.3亿人次申领消费品以旧换新补贴，带动相关商品 销售额超过2万亿元；限额以上单位家用电器和音像器材、文化办公用品、家具、通讯器材类商品零售 额同比分别增长28.4%、22.3%、22.0%、21.1%，支撑社会消费品零售总额同比增长4.6%。 国家发展改革委政策研究室副主任、新闻发言人李超日前透露，为进一步扩大内需，将平稳有序实施消 费品以旧换新政策，做好政策接续，加快首发经济、数字消 ...

Core Insights - Zhejiang's foreign trade total reached 3.68 trillion yuan from January to August, marking a year-on-year growth of 5.5% with exports at 2.79 trillion yuan, up 7.7%, and imports at 888.43 billion yuan, down 0.8%, achieving historical highs for both import and export scales [1] Group 1: Trade Market Diversification - The trade market is increasingly diversified, with exports to ASEAN, Latin America, the Middle East, and Africa growing by 16.7%, 10.7%, 12.2%, and 11.8% respectively [1] - Trade with Belt and Road Initiative countries reached 2.1 trillion yuan, up 8.6%, while trade with BRICS nations totaled 746.01 billion yuan, a 1.3% increase [1] - The EU remains the largest trading partner, with trade totaling 574.09 billion yuan, reflecting an 8.7% year-on-year growth [1] Group 2: Contribution of Private Enterprises - Private enterprises contributed over 90% to export growth, with 117,000 foreign trade companies in Zhejiang, a 7% increase year-on-year [1] - Among these, 109,000 are private enterprises, growing by 7.4%, with their total import and export value reaching 3.02 trillion yuan, up 7.1%, accounting for 82% of the province's total [1] - More than 1,000 specialized "little giant" private enterprises have significant competitive advantages in international markets [1] Group 3: Export Performance of New Products - The "new three samples" products showed strong export performance, with electromechanical products exported at 1.31 trillion yuan, a 9% increase, making up 46.7% of total exports [2] - Electric vehicle exports reached 41,000 units in August, a 140% increase, constituting 57.4% of Zhejiang's total vehicle exports [2] - Exports of photovoltaic products were valued at 5.11 billion yuan, ending a 22-month decline, while lithium-ion battery exports grew by 43.7% to 3.29 billion yuan [2] Group 4: Import Growth of Energy and High-tech Products - Energy product imports totaled 64.73 million tons, reflecting a 4.1% increase [2] - High-tech product imports reached 72.36 billion yuan, up 25.1%, with high-end equipment and electronic information products growing by 40.5% and 44.8% respectively [2] - Consumer goods imports were valued at 101.51 billion yuan, a 9.1% increase, while agricultural product imports rose by 8.7% to 78.68 billion yuan [2]

Core Viewpoint - The "920 Health Consumption Month and 3·15 Autumn Shopping Festival" aims to promote health consumption and enhance the quality of life, serving as a new engine for high-quality economic development [6][12]. Group 1: Event Overview - The event is themed "Quality Life, Healthy Consumption" and was launched on September 20 in Hefei [1]. - It is guided by various government departments and organized by industry associations and well-known enterprises, bringing together representatives from multiple sectors [4]. Group 2: Policy and Economic Impact - Health consumption is recognized as a crucial support for meeting people's needs and a driving force for economic growth, with ongoing policies aimed at stimulating this sector [6]. - The "920 Health Consumption Month" focuses on scenario-based supply to create a comprehensive platform for consumption promotion and industrial upgrading [6]. Group 3: Activities and Engagement - The opening ceremony featured a "3·15 Autumn Shopping Festival" where representatives from various pharmacies and companies pledged to uphold integrity and quality [9]. - The event includes health product exhibitions and light health check experiences, attracting significant public interest [12]. Group 4: Health Services and Community Engagement - Medical experts from various hospitals provided health consultations and personalized treatments, emphasizing accessibility to quality healthcare [12]. - The event will last until October 20 and includes ten themed activities addressing diverse health needs, promoting a new trend in health consumption [14].

Core Insights - The 22nd China-ASEAN Expo and Business and Investment Summit was held in Nanning, Guangxi from September 17 to 21, highlighting the commitment of Chinese and ASEAN enterprises to deepen cooperation amidst global challenges like unilateralism and protectionism [2][3] - In the first eight months of this year, China's trade with ASEAN reached 4.93 trillion yuan, a year-on-year increase of 9.7%, marking a historical high and accounting for 16.7% of China's total trade [2] - The trade volume between China and ASEAN has grown from over 870 billion yuan in 2004 to nearly 7 trillion yuan in 2024, representing a sevenfold increase and consistent growth for nine consecutive years [2] Trade Relations - ASEAN trade representatives expressed optimism about future cooperation with China, emphasizing the strong complementary nature of their industries [3] - ASEAN countries supply China with bulk commodities such as electronic components, energy, and agricultural products, while China provides machinery, technology, and consumer goods to ASEAN nations [3] - China has become a significant source of foreign direct investment for ASEAN, particularly in infrastructure, energy, and manufacturing sectors, with many projects linked to the Belt and Road Initiative [3] Impact of U.S. Trade Policies - Indonesian business leaders indicated that collaboration with China is essential for navigating uncertainties arising from U.S. tariff policies [3] - The balanced trade relationship between China and Indonesia is seen as a foundation for seeking more cooperative opportunities, which is a key reason for participation in the Expo and Summit [3]