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7500亿能源大单!欧盟忍痛签下“不平等条约”,关税暗指中国矿产
Sou Hu Cai Jing· 2025-08-24 13:25
日,美国和欧盟共同宣布,已就双方贸易协定的部分细节达成一致,但仍需数周甚至数月的额外谈判来解决剩余问题。 根据美欧周四在华盛顿和布鲁塞尔同步发布的联合声明,此次达成的共识主要集中在关税调整上:美国将对大多数欧洲产品征收15%的关税,而以往这类产 品的关税通常仅为2%多一点。 这一关税上调意味着美国消费者未来购买欧洲药品、法国香水、意大利葡萄酒等商品时,价格可能会上涨。 在汽车关税方面,双方约定了一个"条件性下调"方案:一旦欧盟通过立法,取消对美国工业产品本就不高的关税,同时为美国部分农产品(比如野牛)提供 更大的市场准入空间,美国就会将欧洲汽车进口关税从当前的25%降至15%。此外,欧洲的半导体、药品和木材也将面临15%的进口税,不过这个税率远低 于特朗普此前计划对其他市场同类产品征收的水平。 欧洲官员经过数周反复协商,才成功将这些关税承诺以书面形式确定下来。 欧盟27个成员国自协议框架公布后,一直在努力为本土主要产业争取关税豁免,以规避特朗普政府"一刀切"关税带来的冲击。 目前,飞机及零部件已获得豁免,但葡萄酒和烈酒行业未能如愿——这一结果让大西洋两岸的酒类从业者大失所望,要知道此前美国进口欧洲酒类产品是无 ...
内幕揭晓:欧盟砸1.35万亿?特朗普胜了,欧洲也会失去三十年
Sou Hu Cai Jing· 2025-07-29 04:50
Core Points - The article discusses a significant economic agreement between the European Union and the United States, highlighting the implications of a $1.35 trillion deal that involves a 15% tariff reduction in exchange for substantial European investments in U.S. energy and military products [1][4][11]. Group 1: Economic Agreement Details - The EU agreed to purchase $750 billion worth of U.S. energy products and invest an additional $600 billion, while also allowing U.S. goods to enter the European market with zero tariffs [4][6]. - The agreement is perceived as a modern version of an unequal treaty, where Europe is seen as conceding to U.S. demands, akin to a robbery scenario where the U.S. reduces tariffs from 30% to 15% in exchange for significant financial commitments from Europe [4][6]. Group 2: Historical Context - The article draws parallels between this agreement and the Marshall Plan, suggesting that the U.S. is once again exerting influence over Europe, but this time for its own economic recovery rather than altruistic reasons [10][11]. - The historical dependency of Europe on U.S. support is emphasized, indicating that this relationship has evolved into one of subservience, particularly in the face of economic threats [13][31]. Group 3: Impact on European Industry - Major European automotive companies, which account for 18% of EU exports to the U.S., face significant profit losses due to the imposed tariffs, amounting to approximately €9.7 billion annually [6][14]. - The acceptance of U.S. industrial standards by the EU is highlighted as a critical aspect of the agreement, which could lead to a loss of control over European industrial production and standards [6][18]. Group 4: Global Economic Implications - The agreement signals a shift in international economic rules, with the U.S. moving away from its previously advocated free trade principles, potentially destabilizing the global economic order [18][20]. - The article notes a trend of companies relocating to countries like Vietnam and Mexico in response to the new tariff environment, indicating a significant shift in global supply chains [20][22]. Group 5: China's Position - The article suggests that as Europe compromises, China has the opportunity to assert its independent development model, contrasting sharply with Europe's dependency on the U.S. [29][34]. - China's approach to trade and development is presented as a viable alternative for countries seeking to avoid U.S. economic pressures, emphasizing cooperation over confrontation [33][34].
印尼对美妥协!关税从32%降至19%,承诺采购195亿美元商品
Sou Hu Cai Jing· 2025-07-23 04:22
Group 1: Core Agreement Points - The trade agreement between Indonesia and the United States reduces tariff rates from 32% to 19%, marking significant progress in trade negotiations under the Trump administration [1] - Indonesia commits to eliminating over 99% of tariff barriers on U.S. goods and all non-tariff trade measures, facilitating unprecedented access for U.S. products in the Indonesian market [3] - The agreement is expected to create at least $50 billion in new market access opportunities for U.S. goods [3] Group 2: Specific Commitments and Industry Impact - Indonesia agrees to purchase $15 billion worth of U.S. energy products, indicating a significant reliance on U.S. energy supplies [4] - In the agricultural sector, Indonesia commits to buying $4.5 billion of U.S. agricultural products, including major crops like wheat and soybeans [4] - The agreement includes a commitment to purchase 50 Boeing aircraft, primarily of the 777 model, enhancing U.S. aerospace industry prospects [4] Group 3: Sectoral Reactions - The textile industry in Indonesia welcomes the reduced tariff rate of 19%, viewing it as a competitive advantage compared to higher tariffs faced by competitors like Vietnam and Bangladesh [4] - The steel industry faces challenges as U.S. steel tariffs drop from 10% to 0.5%, impacting pricing strategies for Chinese steel companies [4] - Fishermen express concerns over the increase in tariffs from 0% to 19%, fearing operational difficulties even with a 10% tariff [4]
这次真的不TACO了?美国商务部长:“8月1日”是“最后截止日”,欧洲准备“应战”
Hua Er Jie Jian Wen· 2025-07-21 06:26
Core Viewpoint - The U.S.-EU trade negotiations are at a stalemate, with the U.S. imposing a hard deadline of August 1 for new tariffs unless a trade agreement is reached [1][2]. Group 1: U.S. Position - U.S. Commerce Secretary Wilbur Ross emphasized that new tariffs on the EU will begin on August 1, marking a firm deadline for negotiations [1][2]. - The U.S. is pushing for a higher baseline tariff of 15% or more, which exceeds the previously accepted 10% by the EU [3][4]. - The U.S. administration has repeatedly delayed the tariff deadline, but the latest statement indicates no further extensions will be granted [2]. Group 2: EU Response - The EU is preparing for a robust countermeasure, including potential tariffs on over $100 billion worth of U.S. exports and the use of unprecedented "Anti-Coercion Instrument" (ACI) to respond to U.S. economic pressure [5]. - Germany, traditionally inclined towards a quick agreement with the U.S., has shifted its stance to support a stronger response alongside France and other member states [4][5]. - The EU had previously been close to an agreement that included a 10% baseline tariff and increased purchases of U.S. energy products and semiconductors, but negotiations have stalled due to U.S. demands for higher tariffs [3][4].
不止越南,第二个东南亚国家对美国敞开大门,特朗普迫不及待宣布喜讯
Sou Hu Cai Jing· 2025-07-21 05:12
Group 1 - The core point of the article highlights a significant trade agreement between the United States and Indonesia, where the U.S. imposes a 19% tariff on all Indonesian imports while Indonesia opens its market to the U.S. with zero tariffs [1] - The agreement includes a procurement list valued at $19.5 billion, comprising $15 billion in U.S. energy products, $4.5 billion in agricultural products, and 50 Boeing aircraft [1] - Indonesia's sudden pivot towards the U.S. contrasts sharply with its previous diplomatic engagements with China, indicating a dramatic shift in its foreign policy [1] Group 2 - The U.S. has shown interest in Indonesia's nickel and copper resources, which are crucial for electric vehicle manufacturing and grid upgrades, despite previous threats of high tariffs on copper imports [2] - Vietnam, another Southeast Asian nation, is experiencing difficulties in formalizing a trade agreement with the U.S. after hastily agreeing to zero tariffs, highlighting the risks of unilateral concessions [2] - The article suggests that Indonesia's current strategy may lead it to repeat Vietnam's mistakes, as yielding to U.S. demands could provoke further demands from Washington [2] Group 3 - In contrast to Southeast Asian nations, traditional U.S. allies like Japan and the EU are taking a firm stance against U.S. tariffs, with Japan's Prime Minister emphasizing national dignity and the EU preparing a detailed countermeasure plan [4] - The article reflects on Trump's transactional approach to trade, where tariffs are used as leverage to gain market access, but warns that such asymmetrical power dynamics could lead to future conflicts [4] - The cooperation over refined copper and nickel may appear mutually beneficial, but it is essentially a one-sided transmission of U.S. industrial security demands onto resource-rich countries [4] Group 4 - The article concludes by suggesting that Southeast Asian countries, including Indonesia, should maintain strategic stability and leverage multilateral balancing to secure their development interests in the face of U.S. pressure [7] - The ultimate impact of the trade agreement on Indonesia remains uncertain, as the market and time will reveal the true consequences of this diplomatic maneuver [7]
印尼和美国敲定关税协议,越南看到税率惊讶,1%差距也能决定生死
Sou Hu Cai Jing· 2025-07-18 12:17
Group 1 - The core point of the news is the formal agreement between the United States and Indonesia regarding tariff rates, with the U.S. reducing the initial tariff from 32% to 19%, which is the lowest acceptable rate for Indonesia [1][3] - The agreement includes special treatment for Indonesian exports, allowing them to enjoy exemptions from certain tariffs and non-tariff barriers, which is beneficial for Indonesian exporters [1][3] - Indonesia has committed to purchasing approximately $15 billion worth of U.S. energy products, $4.5 billion in agricultural products, and 50 Boeing aircraft, indicating a deepening trade cooperation between the two countries [3] Group 2 - The U.S. tariff rate for Indonesia is significantly lower than that for Vietnam and other Southeast Asian countries, which may lead to competitive disadvantages for these nations [3][5] - The agreement includes restrictions on goods transiting through Indonesia from countries with higher tariffs, which could complicate the supply chain for companies relying on Chinese products [1][5] - Analysts predict that the agreement may result in a 25% reduction in Indonesia's exports to the U.S., potentially leading to a 0.3% decrease in its GDP [7] Group 3 - The U.S. strategy appears to extract benefits from developing countries while simultaneously attempting to limit Chinese exports through high tariffs and strict regulations [5][9] - The imposition of high tariffs may turn Southeast Asian countries into dumping grounds for U.S. products, which could lead to significant economic and political implications for these nations [10] - There is a need for China to counteract the U.S. economic influence in Southeast Asia by increasing imports from these countries and exploring alternative cooperative models to bypass existing tariff restrictions [10][11]
国际早报|特朗普宣布对印尼征收19%关税;乌延长战时状态90天
Sou Hu Cai Jing· 2025-07-16 02:10
Group 1 - Ukraine's parliament approved the extension of martial law and military mobilization for an additional 90 days, set to expire on November 5 [1] - This marks the 16th time since the escalation of the Russia-Ukraine conflict in February 2022 that the Ukrainian parliament has approved such an extension [1] Group 2 - The United States and Indonesia reached an agreement where Indonesia will purchase $15 billion worth of U.S. energy products, $4.5 billion in U.S. agricultural products, and 50 Boeing aircraft [3] - Indonesia will impose a 19% tariff on all goods exported to the U.S., while U.S. exports to Indonesia will be free from tariffs and non-tariff barriers [3] Group 3 - The European Union failed to reach a consensus on the 18th round of sanctions against Russia due to opposition from Malta and Slovakia [5] - The new sanctions are expected to target Russian energy revenues, including measures related to the "Nord Stream" infrastructure and further reductions in the oil price cap [5] Group 4 - Bangladesh reported over 15,210 dengue fever cases and 58 deaths from January 1 to July 14 this year [5] Group 5 - The Los Angeles Organizing Committee announced the first version of the competition schedule for the 2028 Olympics, with the first competition day set for July 12, 2028 [5] - The opening ceremony will take place two days later, with the first gold medal likely to be awarded in the triathlon event [5]
特朗普称关税征收将于8月1日开始 与越南协议基本敲定
中国基金报· 2025-07-15 23:54
Group 1 - The U.S. will impose new tariffs starting August 1, with a focus on smaller countries and a proposed rate slightly above 10% [1] - A significant trade agreement has been reached with Indonesia, where Indonesia will open its entire market to the U.S. and impose a 19% tariff on exports to the U.S. [2] - The agreement includes Indonesia committing to purchase $15 billion worth of U.S. energy products, $4.5 billion in agricultural products, and 50 Boeing aircraft [2] - Similar trade agreements are currently in progress with other countries [3] Group 2 - The U.S. has sent letters to over 20 country leaders regarding the new tariffs, indicating a broad approach to trade negotiations [1] - The U.S. will impose a 50% tariff on all copper imports starting August 1 [1] - The U.S. maintains an open stance for trade discussions, including with the European Union [1]
特朗普称与印尼达成协议,宣布对其征收19%关税
21世纪经济报道· 2025-07-15 23:37
Core Viewpoint - The article discusses a significant trade agreement between the United States and Indonesia, marking a milestone in U.S.-Indonesia relations and opening the Indonesian market to American products [1]. Group 1: Trade Agreement Details - Indonesia has committed to purchasing $15 billion worth of U.S. energy products, $4.5 billion in U.S. agricultural products, and 50 Boeing aircraft [1]. - U.S. ranchers, farmers, and fishermen will gain full access to the Indonesian market for the first time [1]. - Indonesia will impose a 19% tariff on all goods exported to the U.S., while U.S. exports to Indonesia will enjoy duty-free and non-tariff barrier treatment [1]. Group 2: Additional Provisions - If any goods are transshipped through Indonesia from countries with higher tariffs, the applicable tariffs will be added to the duties paid by Indonesia [1]. - Trump indicated that similar trade agreements are in progress, suggesting a broader strategy for U.S. trade relations [2].
特朗普称与印尼达成协议,宣布对其征收19%关税
中国基金报· 2025-07-15 22:18
Group 1 - The core viewpoint of the article highlights a significant trade agreement between the United States and Indonesia, where Indonesia commits to purchasing $15 billion worth of U.S. energy products, $4.5 billion in agricultural products, and 50 Boeing aircraft, while imposing a 19% tariff on all goods exported to the U.S. [2] - The agreement marks Indonesia's first full market opening to U.S. farmers, ranchers, and fishermen, allowing them to access the Indonesian market completely [2] - Similar trade agreements are reportedly in progress with other countries, indicating a broader strategy by the U.S. administration [3] Group 2 - Prior announcements from President Trump indicated that starting August 1, 2025, the U.S. would impose tariffs on imports from several countries, including a 32% tariff on Indonesian products and varying tariffs on products from Bosnia, Bangladesh, Serbia, Cambodia, Thailand, and Tunisia [4] - Canadian Prime Minister Carney expressed skepticism about the U.S. willingness to reach trade agreements without imposing tariffs, suggesting that most countries may have to accept some level of baseline tariffs [5] - The European Union is preparing for potential trade retaliation against the U.S., with significant focus on the aerospace sector, particularly targeting Boeing, if negotiations fail [8]