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外汇交易员· 2025-08-20 05:45
Industry Reform & Restructuring - Chinese government is planning comprehensive reforms in the petrochemical and refining industries to reduce overcapacity in low-end sectors [1] - Measures are expected to be introduced next month [1] - Petrochemical equipment used for over 20 years, accounting for approximately 40% of the national total, will need to be upgraded to increase production [1] - Factories will be encouraged to shift towards producing specialized fine chemicals [1] Investment & Incentives - New investment policies will prioritize chemicals used in AI, robotics, semiconductors, biomedical equipment, batteries, and renewable energy [1] Refining Sector - Smaller refineries with an annual capacity of less than 2 million tons may face closure [1]
X @外汇交易员
外汇交易员· 2025-08-20 04:41
Rare Earth & Magnet Exports - China's July rare earth magnet exports increased nearly 75% MoM to 5,577 tonnes, the highest since January [1] - Top 3 export destinations for rare earth magnets in July were Germany (1,116 tonnes, up 46% MoM), the United States (619 tonnes, up 75.5% MoM and 4.8% YoY), and Vietnam [1] - China's July rare earth exports totaled 5,9943 tonnes, up 21% YoY [1] Other Key Export/Import Data - China's July fertilizer exports were 5704 million tonnes, up 85% YoY [1] - China's July automobile (including chassis) exports were 694 thousand vehicles, up 26% YoY [1] - China's July integrated circuit exports were 3184 billion units, up 16% YoY [1] - China's July soybean imports were 11666 million tonnes, up 18% YoY (record high for July) [1] - China's July crude oil imports were 47204 million tonnes, up 115% YoY [1] - China's July copper ore and concentrate imports were 256 million tonnes, up 18% YoY [1]
X @外汇交易员
外汇交易员· 2025-08-20 03:41
Market Performance - Pop Mart's Hong Kong stock price exceeded 300 HKD, reaching a new high [1] - Pop Mart's market value surpassed 400 billion HKD [1] Product & IP Strategy - Pop Mart will release a mini version of LABUBU this week [1] - The company believes the proportion of a single IP is not critical to its overall health, emphasizing the unique characteristics of each IP [1]
X @外汇交易员
外汇交易员· 2025-08-20 02:46
Trade Policy - US Department of Commerce will increase tariffs on over 400 steel and aluminum derivative products [1] - The tariff increase affects steel and aluminum components in products like wind turbines, mobile cranes, bulldozers, railway vehicles, furniture, and other heavy equipment [1] - A 50% tariff will be imposed on any steel and aluminum components within the 407 product categories added to the list [1] - The tariffs will also affect steel-derived household appliances such as dishwashers, washing machines, and refrigerators [2] - This is the second expansion of the list of derivative products affected by import tariffs since the initial increase in March [3] - The initial tariff on imported steel and aluminum was 25%, which is now being increased to 50% [3] - The new tariffs on steel-derived appliances will take effect from June 23 [2]