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]

Group 1 - Canada has decided to cancel several retaliatory tariffs on U.S. goods, while temporarily maintaining tariffs on U.S. automobiles, steel, and aluminum [1][3] - The measures are a response to the U.S. reducing tariffs on Canadian goods, indicating a potential thaw in trade relations [1] - Canadian Prime Minister Carney and U.S. President Trump discussed the tariff situation and other international issues, signaling ongoing diplomatic engagement [1] Group 2 - On July 31, Trump signed an executive order raising tariffs on certain Canadian goods to 35%, effective August 1, excluding products covered by the USMCA [3] - Since the trade conflict began, the Canadian government has imposed retaliatory tariffs on U.S. goods three times, including tariffs on $60 billion CAD worth of U.S. products and additional tariffs on U.S. automobiles [3]

Group 1 - The EU anticipates an announcement from President Trump regarding lower tariffs on EU automobiles and exemptions for industrial goods like aircraft parts [1] - A joint statement is expected to outline the political commitments made by President Trump and EU Commission President von der Leyen last month [1] - The agreement stipulates that the EU will face a 15% tariff on most of its export goods, including automobiles, pharmaceuticals, and semiconductors [1] Group 2 - The White House confirmed that the general tariff will serve as a ceiling for the EU, while most other trade partners will have their benchmark rates added to the existing most-favored-nation rates [1] - The administrative order from the U.S. only covers reciprocal tariffs without specifying any exemptions or how industry measures will apply to trade partners [1] - Ongoing negotiations will address exemptions for wine, spirits, and other goods that may benefit from zero tariffs, while the EU is pushing for an agreement to allow a certain amount of steel and aluminum to be exported to the U.S. at rates lower than the current 50% [1][2]

当地时间5日，欧盟负责贸易的高级官员对外解释美欧日前签订的关税协定。 据称，根据美欧最新达成的框架性贸易协议，美国决定对绝大多数欧盟出口商品统一征收15%的关税税 率，该税率已包括对最惠国待遇下商品的适用税率。欧盟出口商无需再单独应对不同品类的税率，所有 相关产品均适用同一标准。 欧方还强调，尽管相关正式条款仍在制定中，但这项框架性协议已经为双方带来了"即时的缓解效应"。 欧盟全面确定免征美国关税的必需产品清单尚需时日。据了解，欧美尚未就何时就贸易协议达成联合声 明达成共识，同时欧美间的贸易协议框架发表的联合声明不具有法律约束力。 当地时间7月27日，美国总统特朗普表示，美国已与欧盟达成新贸易协议，对欧盟输美商品征收15%的 关税。冯德莱恩称，15%税率是欧委会能够达成的最佳结果。此外，钢铁和铝、芯片、烈酒三大关键领 域的关税协议仍待定。 （文章来源：央视新闻） ...

此外，关于协定中约定欧盟将在美国投资并购买美国能源，西雅尔多认为，一家公司是否在美国投 资，是该公司自己决定的，欧盟委员会与此无关。美欧之间没有油气运输管线，如何将能源运至欧洲？ 当地时间7月27日，美国总统特朗普表示，美国已与欧盟达成新贸易协议，对欧盟输美商品征收 15%的关税。冯德莱恩称，15%税率是欧委会能够达成的最佳结果。此外，钢铁和铝、芯片、烈酒三大 关键领域的关税协议仍待定。特朗普称，欧盟还承诺购买美国7500亿美元的能源产品，并在美追加投资 6000亿美元。此外，欧盟将大规模购买美国军事装备。协议达成后，欧洲各界人士纷纷发声，对此表示 批评或担忧。 (总台记者 卜卫军) 当地时间29日，匈牙利外长西雅尔多在一期播出的网络节目中表示，美欧贸易协定将重创欧洲支柱 产业——汽车业。 西雅尔多说，在美欧新的贸易协定框架内，欧洲汽车供应商向美国支付的出口关税是现行关税的6 倍，而欧盟委员会主席冯德莱恩却为此高兴。"不会感到羞愧吗？竟然有这样一个人代表欧盟"。 ...

Core Viewpoint - The U.S. Secretary of Commerce, Wilbur Ross, confirmed that the deadline for imposing tariffs on trade partners is set for August 1, with no extensions or grace periods [2] Group 1: Tariff Implementation - The tariffs will officially take effect on August 1, and customs will begin collecting them [2] - A few countries have reached agreements with the Trump administration, resulting in tariff levels higher than the new 10% baseline but lower than the threatened higher rates [2] Group 2: U.S.-EU Trade Negotiations - Ursula von der Leyen, President of the European Commission, is scheduled to meet with President Trump to negotiate a trade agreement before the August 1 deadline, or face tariffs up to 30% on EU exports to the U.S. [6][7] - The outcome of the negotiations largely depends on Trump's decisions, as he has previously altered terms at the last minute [7] - The EU is proposing a 15% tariff cap on most trade with the U.S., with certain exemptions for specific products [7][8] Group 3: Business Delegation to China - A high-level U.S. business delegation is set to visit China, organized by the U.S.-China Business Council, to potentially restart commercial negotiations [4][5] - The delegation will include executives from Boeing and the U.S.-China Business Council, indicating a significant engagement in trade discussions [3][4]

Group 1 - Existing tariffs on copper are set at 50% [1] - Existing tariffs on steel and aluminum are also at 50% [3] - Existing tariffs on automobiles and auto parts are at 25% [3] Group 2 - Proposed tariffs on pharmaceuticals could reach as high as 200% [3] - Proposed tariffs on semiconductors are set at 25% or higher [3] - Proposed tariffs on films are at 100% [3] Group 3 - Tariffs on various countries in East Asia include 25% on South Korea and Japan [2] - Southeast Asian countries face tariffs ranging from 20% to 40% [2] - Canada faces a 10% tariff on energy products and 25% on other goods not covered by the USMCA [3] Group 4 - Countries in South Asia, West Asia, and Central Asia face tariffs between 25% and 35% [3] - African countries are subject to tariffs of 25% to 30% [3] - European countries face tariffs ranging from 25% to 35% [3] - Brazil faces a 50% tariff [3]

Core Points - The Trump administration is shifting from ambitious comprehensive trade agreements to narrower, phased agreements to avoid the reimplementation of tariffs by July 9 [1][2] - The government aims to reach "principled agreements" on a few trade disputes, allowing countries that agree to avoid harsher tariffs while maintaining existing 10% tariffs during ongoing negotiations [1][3] - The dual-track strategy of threatening new tariffs while remaining open to agreements highlights the complexities of negotiations with the Trump administration [2][3] Trade Negotiations - The U.S. is currently negotiating with key countries to finalize limited agreements before the July 9 deadline, which Trump has indicated will see the reimposition of tariffs if no agreements are reached [1][3] - The U.S. Commerce Department has initiated national security investigations under Section 232 for various goods, including copper, lumber, and aerospace components, which adds uncertainty to ongoing trade discussions [2][3] - Countries involved in serious trade negotiations with the U.S. are seeking exemptions from existing tariffs, including a 25% tariff on automobiles and a 50% tariff on steel and aluminum [2] Legal and Regulatory Context - Recent court rulings have declared Trump's use of emergency powers to impose tariffs as illegal, injecting further uncertainty into trade negotiations [4] - The administration has appealed these rulings, but the outcome may affect the dynamics of ongoing and future trade discussions [4]

Core Points - The EU is willing to accept a trade arrangement with the US that includes a 10% universal tariff on many export goods, while seeking lower tax rates on key industries such as pharmaceuticals, alcohol, semiconductors, and commercial aircraft [1] - The EU is pushing for the US to provide quotas and exemptions to effectively reduce the 25% tariff on cars and auto parts, as well as the 50% tariff on steel and aluminum [1] - The EU must reach a trade arrangement with Trump by July 9, or face a potential increase in tariffs on nearly all exports to the US to 50% [1] - The EU and the US are increasingly optimistic about reaching a temporary agreement before the July 9 deadline, allowing negotiations to continue beyond the deadline [2] - The EU is seeking to address non-tariff barriers through a simplified agenda and has proposed exploring strategic procurement in areas like liquefied natural gas and artificial intelligence [2] - The EU estimates that US tariffs currently cover about 70% of its exports to the US, amounting to approximately €380 billion [3] - The EU has prepared countermeasures, including tariffs on €21 billion worth of US goods, in response to Trump's metal tariffs, targeting politically sensitive US states [4] - An additional tariff list targeting €95 billion worth of US products is also prepared, focusing on industrial goods such as Boeing aircraft and American-made cars [4] - The EU will assess any final results of the negotiations and decide on the acceptable level of asymmetry in the agreement [5]

6月16日在加拿大西部的卡纳纳斯基斯举行会谈的日本首相石破茂与美国总统特朗普（由日本内阁广报室提供） 因为没有从特朗普方面获得明确答复，双方将继续就关税问题进行磋商。估计双方在汽车关 税等方面仍存在课题。 石破表示，与特朗普已就指示日美双方的主管部长进一步推进磋商达成一致。他解释称："到 目前为止，日美双方一直在积极地进行真挚的讨论。一直在最大限度地探索谈判的可能性"。 关于作为目标的达成日美关税协议的时间，石破回答称："很难说是什么时候"。他以汽车为 例表示："我们将尽最大的努力，始终维护（日本的）国家利益"，他还回顾称与特朗普坦率 地交换了意见。 特朗普在与英国首相斯塔默举行首脑会谈时，关于关税谈判被记者问及"与日本进展如 何"时，回答称"很好"。 石破在会谈之中表达了扩大对美投资的方针等，强调称实现日美双赢的关系很重要。似乎提 出了日本企业在美国国内扩大生产等对美国经济的贡献。 虽然石破在会谈中强调称日本是世界最大的对美投资国以及正在当地创造就业机会，但未能 从特朗普那里得到降低汽车等关税的承诺。 日本首相石破茂与美国总统特朗普的会谈持续了30分钟（由日本内阁广报室提供） 两位首脑此次借在加拿大西部的卡 ...