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路透社 中國新的農業關稅回擊加拿大

(2025-04-08 01:08:59) 下一個

中國以新的農業關稅回擊加拿大

https://www.reuters.com/markets/china-announces-retaliatory-tariffs-some-canada-farm-food-products-2025-03-08/

Joe Cash、Mei Mei Chu 和 Yukun Zhang 2025 年 3 月 8 日

摘要
加拿大去年年底對中國電動汽車和其他商品征稅

中國新關稅將於 3 月 20 日生效

北京 3 月 8 日(路透社)——中國周六宣布對價值超過 26 億美元的加拿大農產品和食品征收關稅,以報複渥太華 10 月份征收的關稅,並在主要由美國總統唐納德·特朗普的關稅威脅推動的貿易戰中開辟了新的戰線。
商務部宣布的這項征稅定於 3 月 20 日生效,與四個多月前加拿大對中國產電動汽車以及鋼鐵和鋁產品征收的 100% 和 25% 進口關稅相當。

通過排除油菜籽(也稱為油菜籽,在去年中國對世界第一大農產品進口國展開反傾銷調查之前,油菜籽是加拿大向中國出口最多的產品之一),北京方麵可能為貿易談判敞開大門。

但分析人士表示,這些關稅也是一種警告,特朗普政府已暗示,如果加拿大和墨西哥也對中國商品征收 20% 的額外關稅,美國可能會放寬 25% 的進口關稅。

商務部在一份聲明中表示:“加拿大的措施嚴重違反世界貿易組織規則,是典型的保護主義行為,是嚴重損害中國合法權益的歧視性措施。”

中國將對價值略高於 10 億美元的加拿大菜籽油、油餅和豌豆進口產品征收 100% 的關稅,並對價值 16 億美元的加拿大水產品和豬肉征收 25% 的關稅。

“時機可能是一個警告,”新加坡歐亞集團中國區總監 Dan Wang 表示。“中國現在出手,提醒加拿大過於緊密地與美國貿易政策保持一致的代價。”

“中國對渥太華 10 月份關稅的延遲回應可能既反映了產能限製,也反映了戰略信號,”她補充道。“商務部已經捉襟見肘,忙於處理與美國和歐盟的貿易爭端。”

“加拿大的優先級較低,不得不等待輪到它。”

加拿大駐北京大使館沒有立即回應路透社的置評請求。
加拿大總理賈斯汀·特魯多 (Justin Trudeau) 8 月表示,渥太華征收這些關稅是為了反擊中國有意推行的產能過剩政策。美國和歐盟也對中國產電動汽車征收了進口關稅。
作為回應,中國於 9 月對加拿大油菜籽進口展開了反傾銷調查。加拿大油菜籽理事會 (Canola Council of Canada) 稱,加拿大一半以上的油菜籽出口到中國,2023 年的貿易額為 37 億美元。
“對加拿大油菜籽的調查仍在進行中。這次油菜籽未被列入關稅清單也可能是為談判留出空間的一種姿態,”農業谘詢公司 JCI 的分析師羅莎·王 (Rosa Wang) 表示。
北京也可能希望渥太華政府的更迭使其更加順從。加拿大的下一次全國大選必須在 10 月 20 日之前舉行。
中國是加拿大第二大貿易夥伴,遠遠落後於美國。根據中國海關的數據,2024 年,加拿大向世界第二大經濟體出口了價值 470 億美元的商品。

中國是加拿大第三大豬肉出口市場。曼尼托巴省豬肉委員會總經理 Cam Dahl 表示,中國進口的產品沒有加拿大容易找到的替代市場。

“我們出口到中國的產品,例如豬頭,是動物身上沒有其他容易找到的市場,”他說。“我們不能把運往中國的集裝箱運到墨西哥。”

加拿大油菜籽委員會總裁兼首席執行官 Chris Davison 表示,中國是加拿大第二大油菜籽市場。

“這裏討論的(關稅)水平肯定是令人望而卻步的。……整個行業都會受到影響,”他說,並補充說他希望得到政府的財政支持。

加拿大政府發言人沒有立即回應置評請求。
“說實話,我完全不明白他們為什麽要這麽做,”Trivium China 的農業分析師 Even Pay 表示。
“我預計北京將利用選舉和領導人更替的機會,像他們與澳大利亞所做的那樣,重新調整關係,”她補充道。
2020 年,中國對澳大利亞主要出口產品(包括大麥、葡萄酒、牛肉、煤炭、龍蝦和木材)征收了一係列關稅、禁令和其他限製,以報複堪培拉要求對 COVID 來源進行調查。
北京直到 2023 年才開始解除禁令,一年前,澳大利亞總理安東尼·阿爾巴尼斯 (Anthony Albanese) 罷免了斯科特·莫裏森 (Scott Morrison),後者已要求進行調查。
Ella Cao、Anna Mehler Paperny 和 Ed White 補充報道;William Mallard、Kim Coghill 和 Chizu Nomiyama 編輯

China hits back at Canada with fresh agriculture tariffs

https://www.reuters.com/markets/china-announces-retaliatory-tariffs-some-canada-farm-food-products-2025-03-08/

By  and   March 8, 2025
 
Summary
  • Canada put levies on China EVs, other goods late last year
  • New China tariffs take effect March 20
BEIJING, March 8 (Reuters) - China announced tariffs on over $2.6 billion worth of Canadian agricultural and food products on Saturday, retaliating against levies Ottawa introduced in October and opening a new front in a trade war largely driven by U.S. President Donald Trump's tariff threats.
The levies, announced by the commerce ministry and scheduled to take effect on March 20, match the 100% and 25% import duties Canada slapped on China-made electric vehicles and steel and aluminium products just over four months ago.
 
By excluding canola, which is also known as rapeseed, and was one of Canada's top exports to the world's No.1 agricultural importer prior to China investigating it for anti-dumping last year, Beijing may be keeping the door open for trade talks.
 
But the tariffs also serve as a warning shot, analysts say, with the Trump administration having signalled it could ease 25% import levies the White House is threatening Canada and Mexico with if they apply the same extra 20% duty he has slapped on Chinese goods over fentanyl flows.
 
"Canada's measures seriously violate World Trade Organization rules, constitute a typical act of protectionism and are discriminatory measures that severely harm China's legitimate rights and interests," the commerce ministry said in a statement.
 
China will apply a 100% tariff to just over $1 billion of Canadian rapeseed oil, oil cakes and pea imports, and a 25% duty on $1.6 billion worth of Canadian aquatic products and pork.
 
"The timing may serve as a warning shot," said Dan Wang, China director at Eurasia Group in Singapore. "By striking now, China reminds Canada of the cost of aligning too closely with American trade policy."
"China's delayed response (to Ottawa's October tariffs) likely reflects both capacity constraints and strategic signalling," she added. "The commerce ministry is stretched thin, juggling trade disputes with the U.S. and European Union."
"Canada, a lower priority, had to wait its turn."
The Canadian embassy in Beijing did not immediately respond to a Reuters request for comment.
Canadian Prime Minister Justin Trudeau said in August that Ottawa was imposing the levies to counter what he called China's intentional state-directed policy of over-capacity, following the lead of the United States and European Union, both of which have also applied import levies to Chinese-made EVs.
In response, China in September launched an anti-dumping investigation into Canadian canola imports. More than half of Canada's canola exports go to China and the trade was worth $3.7 billion in 2023, according to the Canola Council of Canada.
"The investigation on Canadian canola is still ongoing. That canola was not included in the list of tariffs this time might also be a gesture to leave room for negotiations," said Rosa Wang, an analyst with agricultural consultancy JCI.
Beijing could also be hoping that a change in government in Ottawa makes it more amenable. Canada's next national election must be held by October 20.
China is Canada's second-largest trading partner, trailing far behind the United States. Canada exported $47 billion worth of goods to the world's second-largest economy in 2024, according to Chinese customs data.
China is Canada's third-most important pork export market. It takes products for which Canada does not have easy alternate markets, said Cam Dahl, General Manager of the Manitoba Pork Council.
“The things we export to China, heads for example, are parts of the animal that don’t have easy other markets," he said. "We can’t take that container that’s going to China and just ship it to Mexico.”
China is Canada's number-two market for canola, said Chris Davison, president and CEO of the Canola Council of Canada.
"The (tariff) levels that are being talked about here are prohibitive levels, for sure. ... The impacts will be felt across the industry," he said, adding that he would like to see financial support from the government.
Canadian government spokespersons did not immediately respond to requests for comment.
"To be honest I don’t understand why they are doing this one at all," said Even Pay, agriculture analyst at Trivium China.
"I expect Beijing will use the election and change of leader as an opportunity to reset relations as they did with Australia," she added.
China in 2020 introduced a series of tariffs, bans and other restrictions on key Australian exports, including barley, wine, beef, coal, lobster and timber in retaliation to Canberra calling for a COVID origins probe.
Beijing did not begin lifting the bans until 2023, one year after Australian Prime Minister Anthony Albanese ousted Scott Morrison, who had called for the inquiry.

Additional reporting by Ella Cao, Anna Mehler Paperny and Ed White; Editing by William Mallard, Kim Coghill and Chizu Nomiyama

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