外汇交易员
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外汇交易员· 2025-09-27 02:04
Trade Policy & Semiconductor Industry Impact - The Trump administration is considering tariffs on foreign electronic devices based on the number of chips they contain, aiming to incentivize companies to shift production to the US [1] - The US Department of Commerce would impose tariffs equivalent to a percentage of the estimated value of the chips in imported products [1] - The proposed plan could affect a wide range of consumer products, from toothbrushes to laptops [1] Potential Compliance & Supply Chain Adjustments - A new plan under consideration aims for chip companies to match the number of semiconductors produced in the US with the number their customers import from overseas [2] - Companies might face tariffs if they fail to maintain a 1:1 ratio of US-made to imported chips in the long term [2] - Companies like Apple would need to track the origin of all chips and collaborate with chip manufacturers to gradually match US and overseas production volumes [2]
X @外汇交易员
外汇交易员· 2025-09-27 01:43
Financial Performance - China's industrial enterprises above designated size saw a year-on-year profit increase of 0.9% reaching 4692.97 billion yuan from January to August [1] - In August, profits of industrial enterprises above designated size in China turned positive, growing by 20.4% year-on-year, a significant turnaround from the 1.5% decrease in the previous month [1] Ownership Structure Impact - State-owned holding enterprises experienced a 1.7% year-on-year decrease in profits, totaling 1515.65 billion yuan [1] - Joint-stock enterprises saw a 1.1% year-on-year increase in profits, amounting to 3493.19 billion yuan [1] - Enterprises with foreign and Hong Kong, Macao, and Taiwan investments experienced a 0.9% year-on-year increase in profits, reaching 1172.36 billion yuan [1] - Private enterprises demonstrated stronger growth, with a 3.3% year-on-year increase in profits, totaling 1307.61 billion yuan [1]
