德银中国区首席经济学家熊奕发表最新研究报告指出，近期人民币对美元汇率走强，或预示着人民币将开启长期升值周期。随着贸易紧张局势改善，人民币汇率或迎来趋势性拐点。

Deutsche Bank's Chief Economist for Greater China, Xiong Yi, published a latest research report, indicating that the recent strengthening of theMB against the US dollar may signal the beginning of a long-term appreciation cycle. With the improvement of trade tensions, the RMB exchange rate may see a trend reversal

尽管美国对华关税壁垒有所抬升，但中国出口表现依然强于预期，对非美地区出口的增长有效对冲了对美出口的下滑。伴随市场对人民币贬值预期的降温，出口企业结汇意愿回升，而进口企业的外汇购回需求相应减弱。这一调整推动近几个月贸易项下外汇净流入规模稳步扩大。

Despite the higher tariffs imposed by the United States on Chinese exports, China’s exports still outperformed expectations, as the increase in exports to non- regions effectively offset the decline in exports to the United States. With the market’s expectations of a depreciating RMB cooling down, the willingness of export businesses to exchange foreign for RMB has rebounded, while the demand for foreign exchange repurchases from import businesses has correspondingly weakened. This adjustment has contributed to the steady expansion of net foreign exchanges under the current account in recent months. 

基于此，德银研究判断人民币汇率有望逐步修复与贸易摩擦相关的贬值压力。德银研究预计人民币在年底前将会走强。由于出口的季节性特征及年末利润回笼的需求旺盛，第四季度通常是出口商集中结汇的旺季。人民币对美元汇率若持续升值，可能触发出口商加速结汇的正反馈。

Based on this, Deutsche Bank Research believes that the RMB exchange rate is expected to gradually repair the depreciation pressure related to the trade friction. Deutsche Bank expects the RMB to strengthen before the end of the year. Due to the seasonal characteristics of exports and the strong demand for year-end profit collection, the fourth quarter is usually peak season for exporters to concentrate on settling foreign exchange. If the RMB exchange rate against the US dollar continues to appreciate, it may trigger a positive feedback loop of exporters to settle foreign exchange.

德银研究预测，至2025年底，人民币对美元汇率升值至7.0，到2026年底升值至6.7。

Deutsche Bank Research predicts that the RMB will appreciate to 7.0 against the US dollar by the end of 2025 and to6.7 by the end of 2026.

美国加利福尼亚州长滩港停泊的一艘货轮上近70个集装箱9日滑落水中，涉事船舶为悬挂葡萄牙国旗的“密西西比”号货轮，事故发生在当地时间上午近9时，初步清点发现67个集装箱落水，一些集装箱砸在该船旁边一艘驳船上。

Nearly 70 shipping containers toppled into the water from a cargo ship docked at the Port of Long Beach in California on Monday, authorities said The ship involved, the MV Mississippi, flies the flag of Portugal. The accident occurred around 9 a.m. local time, and a preliminary count found 67 containers the water, some of which smashed into a barge alongside the vessel.

集装箱落水原因正在调查中，落水集装箱装载的货物尚不清楚，但一些媒体记者从空中俯瞰到事发水域漂着不少鞋和衣物。

The cause of the container falling into the water is under investigation, and the goods loaded in the container that fell into the water are still unknown, but some media saw many shoes and clothes floating in the waters from the air.

据美媒报道，特朗普政府计划发布规则，限制甚至禁止进口中国无人机以及中型和重型车辆，此前已对汽车和卡车采取了类似措施，理由是出于国家安全方面的考虑。

According to US media reports, the Trump administration plans to issue rules to restrict or even ban the import of Chinese drones and medium and heavy vehicles, similar measures have been taken against cars and trucks, on the grounds of national security.

美国商务部9月5日表示，计划最快于本月发布规则，以应对涉及无人机及其供应链以及来自中国和其他外国对手的重量超过10000磅的车辆的信息和通信技术方面的国家安全风险。

The U.S. Commerce Department said on Sept. 5 it plans to issue rules as soon as this month to address national security risks in information and communications from drones and their supply chains and vehicles weighing more than 10,000 pounds from China and other foreign adversaries. 

2025年9月，为消除消费者对证书性质的误解，确保CE标志作为欧盟强制性符合性声明的权威性和清晰度，欧盟再次重申CE标志的使用规则，禁止在CE自愿性证书出现“certification”字样及CE标志。

    In September 2025, in order to eliminate consumer misconceptions about the nature of the certificate and ensure the authority and clarity of the CE mark as a mandatory EU declaration of conformity, the EU once again reaffirmed the rules for the use of the CE mark, prohibiting the appearance of the word "certification" and CE mark on voluntary CE certificates. 

墨西哥经济部在联邦官方公报发布最终决议，自9月4日起对中国鞋类产品征收最终反补贴税，以回应当地业界多年申诉，该措施将实施五年且可能延长。此次征税针对售价低于22.58美元的中国鞋类（含运动鞋、凉鞋、休闲鞋），每双税额0.54至22.50美元，同时2024年颁布的35%关税将继续有效两年；调查始于2024年4月，初步阶段已对Apache Footwear、Zhejiang Bidibi Shoes等中国公司征收12.13%至17.99%关税，最终裁决获确认。

The Mexican economy ministry published a final resolution in the federal official gazette to impose definitive anti-subsidy duties on Chinese footwear products starting from. 4, in response to years of complaints from local industry, with the measure set to last for five years and could be extended. The tax, which will be levi on Chinese shoes (including sports shoes, sandals, and leisure shoes) priced under $22.58 per pair, will be charged at rates ranging from $0.4 to $22.50 per pair, while a 35 percent tariff imposed in 2024 will continue to be effective for two more years; the began in April 2024, and in the preliminary stage, duties ranging from 12.13 percent to 17.99 percent were imposed on Chinese such as Apache Footwear and Zhejiang Bidibi Shoes, and the final ruling was confirmed. 

近日，印度总理纳伦德拉·莫迪实施了八年来规模最大的税制改革，对商品与服务税（GST）进行了调整。

Recently, Indian Prime Minister Narendra Modi implemented the biggest tax reform in eight years, making adjustments to the Goods and Services Tax (GST)

其中，针对服装行业，印度税收新规规定，9月22日起，单件价格超过2500卢比（约合人民币202.22元）的服装及服装配饰产品，商品与服务税将从此前的12%上调至18%，而价格低于2500卢比的服装产品，则可以享受5%的最低税率。鞋类产品方面，价格在2500卢比以下的鞋子税率从12%降至5%，高于2500卢比以上产品税率则维持18%。

Among them, for the garment industry, India's new tax regulations stipulate that from September 22, goods and services tax on clothing and accessories products with a single price of more than 2,500 rupees (about 202.22 yuan) will be increased from the previous12% to 18%, while clothing products with a price of less than 2,500 rupees can enjoy a minimum tax rate of 5. For footwear products, the tax rate for shoes below 2,500 rupees will be reduced from 12% to 5%, and the tax for products above 2,500 rupees will remain at 18%. 

2025年8月，阿联酋工业与先进技术部（MoIAT）宣布ECAS认证要求更新：ECAS认证将不再接受基于IEC 62368-1:2014标准的安全报告，仅接受符合IEC 62368-1:2018或IEC 62368-1:2023的检测报告。

In August 2025, the UAE Ministry of Industry and Advanced Technology (MoIAT) announced the update of ECAS certification requirements: ECAS will no longer accept safety reports based on IEC 62368-1:2014 standard, and only accept test reports that comply with IEC 2368-1:2018 or IEC 62368-1:2023. 

8月10日，伊拉克政府决定对从所有国家和地区进口的用于食品保鲜的聚苯乙烯颗粒制成的白色盘子和容器征收30%的附加关税。对从所有国家和地区进口的纸巾征收75%的附加关税，为期四年，不减免。

On August 10, the Iraqi government decided to impose an additional tariff of 30% on white plates and containers made of polystyrene beads used food preservation imported from all countries and regions. An additional tariff of 75% will be imposed on paper towels imported from all countries and regions for four years without any exemption

上述决定自发布之日起120天后实施。

The above decision shall be implemented 120 days after its promulgation.

 

 

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