新聞分析

川普對日韓等多國課徵關稅!2025年8月全球貿易戰升級

2025年8月全球貿易戰升級

川普總統於美國時間7月7日更新社交媒體,正式通知世界各國將對其商品課徵關稅。這次大規模的關稅措施涵蓋了全球多個國家,各國的關稅稅率如下:

  • 40% - 緬甸、寮國
  • 36% - 泰國、柬埔寨
  • 35% - 孟加拉國、塞爾維亞
  • 32% - 印度尼西亞
  • 30% - 波士尼亞和黑塞哥維那、南非
  • 25% - 日本、韓國、馬來西亞、突尼西亞、哈薩克斯坦

值得注意的是,中國(30%)和越南(20%)的關稅措施已於上週宣布。

匯商人士
匯商人士

由於我居住在日本,本文將重點翻譯川普總統致日本的書簡原文,並分析其要點以及對市場的影響。讓我們深入了解這份可能改變日美貿易關係的重要文件。

書簡全文

It is a Great Honor for me to send you this letter in that it demonstrates the strength and commitment of our Trading Relationship, and the fact that the United States of America has agreed to continue working with Japan, despite having a significant Trade Deficit with your great Country.

這封信函能夠展現日美貿易關係的實力與承諾,以及儘管與貴國存在巨大貿易逆差,美利堅合眾國仍同意繼續與日本合作的事實,我深感榮幸。

Nevertheless, we have decided to move forward with you, but only with more balanced, and fair, TRADE. Therefore, we invite you to participate in the extraordinary Economy of the United States, the Number One Market in the World, by far.

然而,我們已決定與貴國繼續前進,但僅限於更加均衡且公平的貿易。因此,我們邀請貴國參與美國非凡的經濟體系,這是遙遙領先的世界第一市場。

We have had years to discuss our Trading Relationship with Japan, and have concluded that we must move away from these longterm, and very persistent, Trade Deficits engendered by Japan's Tariff, and Non Tariff, Policies and Trade Barriers.

我們已就與日本的貿易關係進行了多年討論,並得出結論,我們必須擺脫由日本的關稅、非關稅政策和貿易壁壘所造成的這些長期且非常持續的貿易逆差。

Our relationship has been, unfortunately, far from Reciprocal.

遺憾的是,我們的關係遠非互惠。

Starting on August 1, 2025, we will charge Japan a Tariff of only 25% on any and all Japanese products sent into the United States, separate from all Sectoral Tariffs.

自2025年8月1日起,我們將對送入美國的任何和所有日本產品課徵僅25%的關稅,這與所有部門關稅是分開的。

Goods transshipped to evade a higher Tariff will be subject to that higher Tariff. Please understand that the 25% number is far less than what is needed to eliminate the Trade Deficit disparity we have with your Country.

為規避更高關稅而轉運的貨物將適用該更高關稅。請理解,25%這個數字遠低於消除我們與貴國之間貿易逆差差距所需的水準。

As you are aware, there will be no Tariff if Japan, or companies within your Country, decide to build or manufacture product within the United States and, in fact, we will do everything possible to get approvals quickly, professionally, and routinely — In other words, in a matter of weeks.

如您所知,若日本或貴國境內的公司決定在美國境內建造或製造產品,將不會有關稅,事實上,我們將盡一切可能快速、專業且例行地獲得批准 — 換句話說,在幾週內。

If for any reason you decide to raise your Tariffs, then, whatever the number you choose to raise them by, will be added onto the 25% that we charge.

如果出於任何理由貴國決定提高關稅,那麼,無論貴國選擇提高多少,都將加到我們課徵的25%上。

Please understand that these Tariffs are necessary to correct the many years of Japan's Tariff, and Non Tariff, Policies and Trade Barriers, causing these unsustainable Trade Deficits against the United States. This Deficit is a major threat to our Economy and, indeed, our National Security!

請理解,這些關稅是修正多年來日本的關稅、非關稅政策和貿易壁壘所必要的,這些政策造成了對美國不可持續的貿易逆差。這種逆差是對我們經濟的重大威脅,確實,也是對我們國家安全的威脅!

We look forward to working with you as your Trading Partner for many years to come.

我們期待在未來的許多年裡作為貴國的貿易夥伴與您合作。

If you wish to open your heretofore closed Trading Markets to the United States, and eliminate your Tariff, and Non Tariff, Policies and Trade Barriers, we will, perhaps, consider an adjustment to this letter.

如果貴國希望向美國開放迄今封閉的貿易市場,並消除貴國的關稅、非關稅政策和貿易壁壘,我們或許會考慮對此信函進行調整。

These Tariffs may be modified, upward or downward, depending on our relationship with your Country. You will never be disappointed with The United States of America. Thank you for your attention to this matter!

這些關稅可能會根據我們與貴國的關係進行向上或向下的修改。您永遠不會對美利堅合眾國失望。感謝您對此事的關注!

總結要點

讓我們總結要點。

  • 「我們的關係難以稱得上互惠」…對迄今為止的談判也感到不滿
  • 8/1起對從日本到美國的所有出口商品課徵25%關稅
    …較4月提出的「24%」小幅上調
  • 在美國境內製造則免關稅(符合美國一貫主張)
  • 如日本實施報復性關稅,將以同等比例的加徵關稅對抗
  • 「市場開放則可調整」留下談判空間
  • 強調貿易逆差是「國家安全威脅」

市場反應

  • S&P500下跌0.8%,日經平均期貨下跌約230日圓…川普書簡公布後跌幅略有擴大
  • 向韓國發送了與日本類似的書簡。也已通知馬來西亞等其他國家
  • 美國長期利率略有上升…有觀點認為是對關稅導致通膨的擔憂
川普對日韓等多國課徵關稅!2025年8月全球貿易戰升級
川普對日本發的關稅通知書簡

-新聞分析