海外动态
当地时间10月29日,升级后的欧盟-乌克兰深度全面自由贸易区协定(DCFTA)正式生效,限制敏感农产品进口、纳入新保障条款并协调生产标准;欧盟理事会10月13日表决通过降低乌克兰部分农产品关税,源于2025年6月初步协议。
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IMF亚太部主任斯里尼瓦桑接受专访称,贸易紧张局势下亚洲应加强区域一体化,APEC等平台有助推动;IMF预测2025年亚洲增长4.5%、2026年4.1%,增长快因关税低于预期、出口强劲、宏观政策支持及金融环境有利。
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27日美巴代表团在马来西亚会晤,讨论美国对巴产品关税问题,系卢拉与特朗普东盟峰会后首次代表团会晤;双方对达成协议乐观,还涉及关键矿产、博索纳罗相关及美国制裁等,外长希望几周内完成谈判。
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2024年特朗普访马出席东盟峰会期间,美与马泰柬越签署贸易(含关税、豁免)及关键矿产协议;协议灵活且法律约束力有限,东南亚态度谨慎;美借此涉中竞争,中国仍为东盟最大贸易伙伴,东南亚不愿选边站。
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欧洲信用评级机构范围评级公司将美国主权信用评级从AA下调至AA-,原因是公共财政持续恶化及政府治理标准下降,预计2030年美债占GDP比例或升至140%,评级展望稳定。
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2025年9月30日印度商工部应KLJ Plasticizers Limited申请,对原产/进口自韩国的非邻苯二甲酸酯类增塑剂(DOTP、DEHCH)发起双边保障措施调查,涉及多个海关编码,调查期2024.4.1-2025.3.31,利益相关方需30天内发指定邮箱提交信息。
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On September 29, 2025, India's Ministry of Commerce and Industry issued a positive final anti-dumping determination on soda ash from Türkiye, Russia, the US and Iran, proposing 5-year anti-dumping duties. The case (customs code 283620) was initiated in September 2024 in response to India's domestic association application.
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On October 23rd, People's Financial News reported that UN Secretary General Guterres warned at the 16th UNCTAD session that the rules-based multilateral trading system faces derailment risk, calling for a fair global trade and investment system. He noted increasing trade barriers, with some least developed countries (less than 1% of global trade) facing up to 40% high tariffs.
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US President Trump threatens India with huge tariffs if it doesn't stop buying Russian oil; India denies relevant dialogue, while there's dispute over India's Russian oil purchases and US tariffs impact India's textile industry.
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UNDP's "Disruption, Diversification, and Differentiation" report shows Vietnam and Cambodia are most severely impacted Asia Pacific economies with export declines of 19.2% and 23.9%. They rely heavily on US exports, face tariff hikes, and have low-value industries. The report proposes dual-track strategies for affected economies.
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