欧美28国闭门会谈，欧洲想拿中国当挡箭牌，华盛顿却不吃这套，不仅如此，白宫对中国献上大礼，为什么欧盟又在对华问题上被美国摆了一 道？ 美国商务部长卢特尼克和贸易代表格里尔近日访问欧盟，和欧盟展开新一轮关税谈判，双方在布鲁塞尔上演了一场大戏。欧盟27国急于解决关 税问题，特别是美国扩充钢铝关税范围的挑战，为了换取特朗普政府让步，欧盟大打"中国牌"，炒作对付"共同的敌人"之类的话题，这话的意 思再明显不过，只要美国肯在关税上对欧洲网开一面，欧洲愿意当马前卒，配合美国断中国经贸的后路。然而，美国的算盘更精，卢特尼克要 求欧盟"审视其数字规则，寻求一种平衡"，称如果欧洲同意这个要求，美国将和欧洲一起处理钢铝问题。卢特尼克还说："如果欧盟能找到一 种平衡的数字规则体系，我认为欧盟可以吸引1万亿美元的投资。" 欧盟这时候是真急了，毕竟美国正琢磨着扩充钢铝关税的范围，原本已经有 400 多种商品要交 50% 的高关税，要是再扩围，欧洲的钢铁企业 就得喝西北风。要知道，美欧之前刚签了贸易协议，说好多数商品关税降到 15%，可钢铝这茬一直没解决，美国这会儿突然加码，摆明了是 拿捏欧洲的软肋。为了让特朗普政府在关税上网开一面，欧 ...

Core Points - The unexpected thaw in US-China relations in the second half of 2025, with the US postponing tariffs on certain Chinese goods, particularly those related to fentanyl, while China also suspended some countermeasures [1][3] - The agreement appears to be a strategic maneuver for both countries, with the US aiming to secure votes from agricultural states and China signaling a willingness to cooperate while maintaining core interests [3][15] - Other countries, particularly India and Mexico, are facing negative repercussions from this agreement, as their strategies to capitalize on US-China tensions have backfired [5][9][11] Group 1: US-China Relations - The US President's decision to delay tariffs is seen as a move to stabilize domestic political support, particularly from agricultural voters [3][15] - China’s response indicates a desire to maintain its export market while asserting its core interests, such as in rare earth elements [3][15] - The agreement is characterized as a "pause" rather than a resolution, suggesting ongoing competition between the two nations [17] Group 2: Impact on Other Countries - India, which sought to benefit from US-China tensions, is now attempting to restart tariff negotiations with the US but faces a cold reception [7][9] - Mexico's earlier decision to impose high tariffs on Asian goods has resulted in retaliatory measures from China, leading to significant economic consequences [9][11] - The EU finds itself in a precarious position, having tried to balance relations with both the US and China, but now risks being sidelined [11][13] Group 3: Strategic Implications - The agreement alters the dynamics of international relations, with countries that anticipated gains from US-China tensions now reassessing their positions [15][17] - The situation highlights the importance of understanding global supply chains and the potential for countries to misjudge their influence [15][17] - The strategic maneuvering by both the US and China reinforces their positions in the global economy, while other nations must adapt to the new landscape [15][17]

Group 1 - The core message of the article revolves around the escalating tensions between the U.S. and China regarding rare earth magnets, with President Trump threatening a 200% tariff on Chinese imports if they do not supply these critical materials [1][5] - The U.S. heavily relies on China for rare earth magnets, with over 70% of its imports coming from China in 2024, highlighting the challenges the U.S. faces in achieving self-sufficiency in this sector [3][5] - China's dominance in the rare earth supply chain, controlling over 60% of global production and 85% of processing, poses a significant concern for the U.S. as it seeks to reduce dependency [1][3] Group 2 - The ongoing trade negotiations are complicated by the U.S. domestic situation, where farmers are struggling with unsold soybeans while retailers face shortages, illustrating the broader economic impact of tariffs [5][13] - The U.S. has invested over $400 million in efforts to develop its own rare earth supply chains, but progress has been slow, with no stable production from domestic sources like the Mountain Pass mine [3][5] - The article emphasizes that the U.S.-China economic relationship is fundamentally interdependent, with both countries needing each other's markets and supply chains, despite the current tensions [11][13]

格隆汇8月15日｜*ST赛隆(002898.SZ)在互动平台表示，公司暂无芬太尼相关产品。 ...