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DLS MARKETS:欧盟为何急于锁定10%关税?幕后谈判藏着哪些筹码?
Sou Hu Cai Jing· 2025-07-08 10:24
Group 1 - The EU is negotiating with the US to finalize a preliminary trade agreement before August 1 to avoid higher tariffs on key industries [1][3] - The focus of the negotiations includes excluding high-value export goods such as aircraft, wine, and spirits from the 10% tariff [1][3] - The EU aims to protect its core industries and gain leverage in longer-term negotiations while seeking a buffer period for local industries [1][3] Group 2 - The EU's strategy is a response to the Trump administration's announcement of tariffs ranging from 25% to 40% on various goods, while maintaining a 10% baseline tariff for the EU [3][4] - The aviation industry is crucial for the EU, involving multiple countries like Germany, France, and Spain, and higher tariffs could harm profitability and high-skilled jobs [3][4] - Wine and spirits are significant exports for countries like France and Italy, and increased tariffs could lead to a loss of market share to competitors like Australia and Chile [3][4] Group 3 - Even if a preliminary agreement is reached, the EU's challenges remain due to the unpredictable nature of Trump's trade policies [4][5] - The EU's concessions reveal its passive stance in negotiations, lacking a unified diplomatic strategy and facing internal pressures [4][5] - The future of negotiations hinges on whether the EU will make concessions in certain industries for overall stability and whether the US will impose additional structural demands post-agreement [4][5]