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路透社 中国新的农业关税回击加拿大

(2025-04-08 01:08:59) 下一个

中国以新的农业关税回击加拿大

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
加拿大去年年底对中国电动汽车和其他商品征税

中国新关税将于 3 月 20 日生效

北京 3 月 8 日(路透社)——中国周六宣布对价值超过 26 亿美元的加拿大农产品和食品征收关税,以报复渥太华 10 月份征收的关税,并在主要由美国总统唐纳德·特朗普的关税威胁推动的贸易战中开辟了新的战线。
商务部宣布的这项征税定于 3 月 20 日生效,与四个多月前加拿大对中国产电动汽车以及钢铁和铝产品征收的 100% 和 25% 进口关税相当。

通过排除油菜籽(也称为油菜籽,在去年中国对世界第一大农产品进口国展开反倾销调查之前,油菜籽是加拿大向中国出口最多的产品之一),北京方面可能为贸易谈判敞开大门。

但分析人士表示,这些关税也是一种警告,特朗普政府已暗示,如果加拿大和墨西哥也对中国商品征收 20% 的额外关税,美国可能会放宽 25% 的进口关税。

商务部在一份声明中表示:“加拿大的措施严重违反世界贸易组织规则,是典型的保护主义行为,是严重损害中国合法权益的歧视性措施。”

中国将对价值略高于 10 亿美元的加拿大菜籽油、油饼和豌豆进口产品征收 100% 的关税,并对价值 16 亿美元的加拿大水产品和猪肉征收 25% 的关税。

“时机可能是一个警告,”新加坡欧亚集团中国区总监 Dan Wang 表示。“中国现在出手,提醒加拿大过于紧密地与美国贸易政策保持一致的代价。”

“中国对渥太华 10 月份关税的延迟回应可能既反映了产能限制,也反映了战略信号,”她补充道。“商务部已经捉襟见肘,忙于处理与美国和欧盟的贸易争端。”

“加拿大的优先级较低,不得不等待轮到它。”

加拿大驻北京大使馆没有立即回应路透社的置评请求。
加拿大总理贾斯汀·特鲁多 (Justin Trudeau) 8 月表示,渥太华征收这些关税是为了反击中国有意推行的产能过剩政策。美国和欧盟也对中国产电动汽车征收了进口关税。
作为回应,中国于 9 月对加拿大油菜籽进口展开了反倾销调查。加拿大油菜籽理事会 (Canola Council of Canada) 称,加拿大一半以上的油菜籽出口到中国,2023 年的贸易额为 37 亿美元。
“对加拿大油菜籽的调查仍在进行中。这次油菜籽未被列入关税清单也可能是为谈判留出空间的一种姿态,”农业咨询公司 JCI 的分析师罗莎·王 (Rosa Wang) 表示。
北京也可能希望渥太华政府的更迭使其更加顺从。加拿大的下一次全国大选必须在 10 月 20 日之前举行。
中国是加拿大第二大贸易伙伴,远远落后于美国。根据中国海关的数据,2024 年,加拿大向世界第二大经济体出口了价值 470 亿美元的商品。

中国是加拿大第三大猪肉出口市场。曼尼托巴省猪肉委员会总经理 Cam Dahl 表示,中国进口的产品没有加拿大容易找到的替代市场。

“我们出口到中国的产品,例如猪头,是动物身上没有其他容易找到的市场,”他说。“我们不能把运往中国的集装箱运到墨西哥。”

加拿大油菜籽委员会总裁兼首席执行官 Chris Davison 表示,中国是加拿大第二大油菜籽市场。

“这里讨论的(关税)水平肯定是令人望而却步的。……整个行业都会受到影响,”他说,并补充说他希望得到政府的财政支持。

加拿大政府发言人没有立即回应置评请求。
“说实话,我完全不明白他们为什么要这么做,”Trivium China 的农业分析师 Even Pay 表示。
“我预计北京将利用选举和领导人更替的机会,像他们与澳大利亚所做的那样,重新调整关系,”她补充道。
2020 年,中国对澳大利亚主要出口产品(包括大麦、葡萄酒、牛肉、煤炭、龙虾和木材)征收了一系列关税、禁令和其他限制,以报复堪培拉要求对 COVID 来源进行调查。
北京直到 2023 年才开始解除禁令,一年前,澳大利亚总理安东尼·阿尔巴尼斯 (Anthony Albanese) 罢免了斯科特·莫里森 (Scott Morrison),后者已要求进行调查。
Ella Cao、Anna Mehler Paperny 和 Ed White 补充报道;William Mallard、Kim Coghill 和 Chizu Nomiyama 编辑

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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