联合国贸发会议（UNCTAD）：2026全球贸易更新报告（2月版）（英文版）（23页）.pdf

1、Who wins when trade policies shift?Policy InsightsNew rules are reshaping global export competition and determining which countries gain ground.Adobe StockGlobal tradeupdateFEBRUARY 2026HIGHLIGHTS1234Changes in trade policy generate gains and losses among exporters,influencing competitive dynamics a

2、cross foreign suppliers.Divergent tariff increases can further affect trade patterns,as importers adjust sourcing toward suppliers facing relatively lower tariff rates.Recent tariff changes have made market access more restrictive and uneven,altering competition between exporters.Uneven tariff shift

3、s can create new exports opportunities for some developing countries,especially when combined with preferential programsFEBRUARY 2026Global tradeUpdate2Policy insightsFEBRUARY 2026Global tradeUpdatePolicy insights Adobe StockTrade policy:who are the winners and losers?Changes in trade policy generat

4、e distributional effects both within economies and across foreign suppliers.Measures such as regional trade agreements,preferential schemes,tariff adjustments,and localized trade cost frictions modify demand conditions and relative prices in domestic and international markets.These shifts affect the

5、 competitive positions of countries and firms,influencing their ability to compete with domestic producers and with other foreign suppliers.As a result,trade policy changes can reallocate market shares not only between domestic and foreign firms,but also among foreign producers and exporters.Over ti

6、me,these developments shape production,sourcing decisions,and the configuration of global value chains,influencing broader patterns of trade and investment.In the context of recent United States trade measures,the scale and direction of tariff changes have had measurable implications for exporters c