外汇交易员
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外汇交易员· 2025-10-15 00:58
特朗普：“我认为，中国故意不购买美国的大豆，给我们的大豆种植户造成困难，是一种经济敌对行为。作为报复，我们正在考虑终止与中国在食用油及其他贸易领域的业务往来。例如，我们自己可以轻松生产食用油，无需从中国购买。”外汇交易员 (@myfxtrader):玉渊谭天：从中国主要粮食码头获悉，今年1至9月，美国粮食运输船靠岸艘次同比下降56%，从72艘降至32艘，这是因为自7月起，来自美国的粮食运输船在该码头靠岸艘次已降为0。对比来看，5月以来，该码头每月平均有40多艘来自阿根廷、巴西、乌拉圭等南美国家的粮食运输船靠岸。这些粮食运输船90%运输的都是 ...
X @外汇交易员
外汇交易员· 2025-10-15 00:38
Regulatory Landscape - The EU is considering mandating Chinese companies operating within member states to transfer technology, targeting key digital and manufacturing sectors like automotive and battery industries [1] - The EU may require these companies to utilize a certain amount of EU-sourced goods or labor and add value to products within the EU territory [1] - Strengthening joint ventures is being considered as another option by the EU [1] - These regulations are expected to be implemented starting in November, aiming to prevent Chinese manufacturing strength from overwhelming European industry [1] Company Response - Following the Dutch government's takeover of Nexperia, China's Ministry of Commerce imposed export bans on its Chinese products starting October 4th [1] - Nexperia is actively communicating with relevant Chinese authorities to seek exemptions from these restrictions and has deployed all available resources for this purpose [1] - Nexperia is also in close communication with all relevant national and local government departments to mitigate the impact of this measure [1]
X @外汇交易员
外汇交易员· 2025-10-14 11:23
Leadership Change & Investigation - Former Vanke A President and CEO, Zhu Jiusheng, has reportedly been subject to criminal compulsory measures [1] - Zhu Jiusheng had resigned from his positions as director, president, and CEO of Vanke in January 2025 [1] - Media reports in January indicated Zhu Jiusheng was under investigation, which he initially addressed via social media [1] - Industry insiders noted a subsequent lack of communication from Zhu Jiusheng [1] Response & Confirmation - Zhu Jiusheng reportedly responded to messages and posted on social media, indicating he was safe [1] - A journalist successfully contacted Zhu Jiusheng for a brief conversation [1]
X @外汇交易员
外汇交易员· 2025-10-14 09:25
#后续 根据安世半导体（Nexperia）官网声明，自荷兰政府接管安世后，中国商务部在10月4日起已对其中国产品实施出口禁令。目前安世半导体正积极与中国有关部门沟通，争取豁免这些限制，并已为此部署了所有可用资源，也正在与所有相关国家和地方政府部门密切沟通，以减轻该措施的影响。 https://t.co/GW0nYQRsqV外汇交易员 (@myfxtrader):荷兰政府表示，已对安世半导体实施行政指令，理由是担心安世可能向其中国母公司闻泰科技转让技术。（闻泰科技周一10%跌停）。荷兰经济事务部发言人表示，美国没有参与荷兰对安世半导体的决定，此事碰上中美贸易冲突升级的时间点"纯属巧合"。 ...
