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济源市

  来源:华尔街见闻

  德国政府2025年增长预期从0.3%下调至0,主要因特朗普的贸易政策对德国出口导向型制造业的冲击。作为一个高度依赖出口的经济体,德国制造业特别容易受到全球贸易摩擦的冲击。

  德国将今年经济增长预期下调至零,主要因为特朗普贸易战将直接冲击德国的出口导向型制造业。

  4月24日周四,德国政府发布预测显示,2025年GDP增长由此前预计的0.3%下调至0。德国政府此举与国际货币基金组织(IMF)做出的调整一致,国际货币基金组织(IMF)本周二预计今年德国经济增长为零,而1月时还预测其增长0.3%。

  德国经济停滞最关键的外部因素之一是美国总统特朗普的贸易政策。作为一个高度依赖出口的经济体,德国制造业特别容易受到全球贸易摩擦的冲击。特朗普在任期间发起的贸易战,正在冲击投资者对德国出口行业的信心。

  此前4月2日,据央视新闻,美国白宫发表声明称,特朗普将对所有国家征收10%的“基准关税”。后来在当地时间4月9日,白宫宣布暂缓向部分国家加征关税90天。

  制造业危机加剧

  德国作为欧洲最大经济体,现在正面临战后时间延续最长的经济衰退,去年德国经济下降了0.2%,2023年也下降了0.3%。德国IFO研究所的负责人克莱门斯·福斯特表示:

  他还指出,IFO商业气候指数显示,制造业公司面临的不确定性正在急剧增加。

  德国长期以来引以为傲的制造业正陷入更深的困境。其出口导向型模式在全球需求减弱和贸易壁垒增加的双重压力下,显得尤为脆弱。汽车制造、机械设备和化学品等支柱产业正经历订单减少和产能过剩的困境,这些行业的衰退正拖累整个国家的经济表现。

  下个月将成为德国总理的FriedrichMerz表示,他计划通过增加基础设施和国防的债务支出、提供税收补贴、放松管制等措施来振兴经济。虽然很多分析师认为这些措施会帮助德国经济在未来几年复苏,但特朗普的关税政策仍然对德国这样依赖出口的经济构成了威胁。

  4月24日金融一线消息,沪农商行发布公告称,董事会收到本公司副行长金剑华的辞呈。金剑华因到龄退休原因,辞去本公司副行长职务。金剑华确认与本公司董事会无不同意见,亦没有其他事项需要通知本公司股东。

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