智通财经6月6日电，美国钢铁公司称日本制铁与美国政府的谈判仍在继续。 ...

Core Viewpoint - The increase in tariffs on steel and aluminum products by the Trump administration is expected to significantly impact the U.S. steel industry, leading to higher domestic steel prices and potential profit losses for companies reliant on steel imports [1][2]. Group 1: Tariff Impact - The Trump administration raised tariffs on steel and aluminum from 25% to 50%, aiming to protect domestic industries and reduce reliance on imports [1]. - U.S. steel prices have reached twice the global average, with the average price per ton at $901 as of May 26 [2]. - Ford Motor Company anticipates a $1.5 billion profit reduction due to increased costs from tariffs, despite sourcing 85% of its steel domestically [2]. Group 2: Industry Response - The U.S. steel industry is facing challenges with reduced supply and rising fixed costs, leading to deteriorating profits for major companies [3]. - Cleveland-Cliffs announced the suspension of operations at six domestic blast furnaces and mines due to these challenges [3]. - U.S. Steel has reported consecutive quarterly losses, indicating that while rising steel prices are beneficial, decreased demand from sectors like automotive may worsen profitability [3]. Group 3: Supply Chain Concerns - The reliance on global supply chains means that companies dependent on imported specialty steel may face increased burdens due to tariffs [2]. - There are concerns that rising product prices could lead to reduced demand, negatively impacting the performance of large steel companies [2][3].

Group 1 - Mexico is expected to extend the antitrust approval for Nippon Steel's $14.9 billion acquisition of a U.S. steel company as early as Thursday [1] - Cross-border mergers and acquisitions require approval from antitrust authorities in various countries to ensure that the transaction does not lead to market monopolization or harm competition [1] - Mexico's antitrust agency, such as the Federal Economic Competition Commission, will review whether the acquisition affects the competitive landscape of the domestic steel market, including aspects like pricing, supply, and employment [1]

Group 1 - U.S. Steel Corporation (X) has seen its decline expand to over 0.2%, while Cleveland-Cliffs Inc. has dropped more than 2.1%, and Steel Dynamics Inc. has decreased by approximately 0.7% [1] - U.S. Secretary of Commerce Gina Raimondo stated that steel tariffs are merely a cost issue rather than a market access issue [1] Group 2 - Cleveland-Cliffs Inc. has a current stock price of 7.40 USD, with a market capitalization of 36.48 billion USD and a 52-week high of 16.54 USD [3] - U.S. Steel Corporation's stock price is currently at 53.63 USD, with a market capitalization of 121.63 billion USD and a 52-week high of 54.03 USD [4][7] - Steel Dynamics Inc. is trading at 135.95 USD, with a market capitalization of 202.71 billion USD and a 52-week high of 155.56 USD [9]

Core Viewpoint - The U.S. Steel Corporation (X) experienced a post-market decline of 0.037% following the announcement of the implementation of Trump’s steel tariffs, effective June 4 at 00:01 Eastern Time [1] Company Summary - U.S. Steel Corporation's stock performance is negatively impacted by the upcoming steel tariffs [1] Industry Summary - The announcement of steel tariffs by the White House indicates a significant policy shift that could affect the steel industry [1]

Core Viewpoint - The acquisition of U.S. Steel by Nippon Steel is contingent upon approval from the U.S. government, which involves navigating complex legal and regulatory hurdles, including the potential payment of a $565 million penalty if the deal fails [1][2]. Group 1: Acquisition Process - Nippon Steel's acquisition requires the revocation of a suspension order issued by former President Biden, which was based on national security concerns raised by the Committee on Foreign Investment in the United States (CFIUS) [1]. - The acquisition also necessitates signing a "national security assurance agreement" with the U.S. government, which would impose conditions on U.S. Steel's operations post-acquisition [1][2]. - The U.S. government may include stipulations in the agreement to retain U.S. Steel's headquarters in Pittsburgh, ensure a majority of the board members are U.S. citizens, and prevent the transfer of production and jobs overseas [1]. Group 2: Timeline and Review Process - The focus is on whether the necessary procedures can be completed by June 5, with CFIUS expected to provide recommendations to Trump by May 21, followed by a 15-day review period [2]. - The ultimate deadline for submitting proof of the acquisition's revocation is June 18, as stipulated in Biden's suspension order [2]. - If the acquisition does not proceed, Nippon Steel faces a potential penalty of $565 million to U.S. Steel [2].

Trade and Market Impact - Trade tensions are affecting market performance, with President Trump accusing China of violating tariff agreements and announcing a doubling of steel tariffs from 25% to 50% [1] - Cleveland-Cliffs (CLF) has seen a significant increase of +24% in stock price due to these developments [2] - Major indexes such as the Dow, Nasdaq, S&P 500, and Russell 2000 are experiencing declines, with the S&P 500 down -20 points [2] Labor Market Insights - The upcoming Jobs Week includes key reports such as Job Openings and Labor Turnover Survey (JOLTS), ADP private-sector payrolls, Weekly Jobless Claims, and the U.S. Employment Report [3][4] - Expectations for job gains are set at +112K for ADP and +125K for BLS, with potential narratives of labor market loosening if these figures show weakness [4] - The U.S. labor force has been underestimated, with a current unemployment rate expected to remain low at 4.2% despite recent increases [6] Company Earnings Reports - Campbell's Company (CPB) reported fiscal Q3 earnings of 73 cents per share, exceeding expectations by +12% but slightly below the previous year's quarter [7][8] - Revenues for Campbell's reached $2.48 billion, surpassing expectations by +1.55% and showing growth from $2.37 billion year-over-year [8] Economic Indicators - The S&P Manufacturing PMI is expected to remain above the key 50-level at +52.3, while ISM Manufacturing is projected to decrease to +48.5% [9] - Construction Spending for April is anticipated to show a positive change of +0.2% after a -0.5% decline in March [10]

Group 1 - U.S. Steel Corporation (X) is currently down 0.4%, narrowing its cumulative gain over the last five trading days to 3.1% [1] - Mexican President López Obrador is awaiting U.S. President Trump's announcement to double steel and aluminum tariffs to 50% on June 4 [1] - A meeting was held on June 2 between López Obrador and Mexican Economy Minister Marcelo Ebrard to discuss the potential impact of Trump's steel and aluminum tariffs on Mexico [1]

当地时间5月30日，美国总统特朗普表示，将把进口钢铁的关税从25%提高至50%。 关税提高至50%！ 美国白宫当天在社交媒体上发布公告称，"为进一步保护美国钢铁行业免受外国和不公平竞争的影响，从下周 起，美国进口钢铁关税将从25%提高至50%。" 此前，特朗普2月10日签署行政命令，宣布对所有进口至美国的钢铁和铝征收25%的关税。当地时间3月12日， 特朗普对所有进口至美国的钢铁和铝征收25%关税的举措正式生效。 受此影响，美国钢铁公司（X）美股盘后涨幅扩大至1%，俄亥俄州钢铁公司Cleveland-Cliffs Inc.（CLF）盘后 大幅拉升，截至发稿涨超26%。 纽柯钢铁盘后一度涨超11%，STEEL DYNAMICS盘后涨超11%。 校对：王锦程 百万用户都在看 香港，重磅利好！这个板块，集体飙涨！ 刚刚，直线跳水！美国，重磅发布！ 集体飙升！半导体，突传重磅！ 深夜！中国资产，全线爆发！ 午后！日本，重大突发！ 俄乌突发！刚刚，大规模袭击！特朗普"怒了" 违法和不良信息举报电话：0755-83514034 邮箱：bwb@stcn.com 根据摩根士丹利的数据，美国大约有17%钢材需依赖进口，其中大部 ...

Core Viewpoint - The partnership between Nippon Steel and U.S. Steel is positioned as a significant development for the American steel industry, allowing for investment without full ownership, while ensuring U.S. Steel remains an American company [1][3][8]. Group 1: Deal Overview - Nippon Steel initially proposed acquiring U.S. Steel for $14.9 billion in 2023, but the deal faced political opposition and was blocked by former President Joe Biden on national security grounds [2]. - The Trump administration has since reviewed the deal, with Trump expressing support for a partnership that allows Nippon Steel to invest in U.S. Steel without taking full control [3][5]. - U.S. Steel is expected to retain its name, headquarters in Pittsburgh, and leadership team, while Nippon Steel plans to invest billions in upgrading U.S. Steel facilities [8][13]. Group 2: Economic Impact - Trump announced plans to double tariffs on foreign steel to 50%, which he claims will benefit U.S. steelworkers, including a proposed $5,000 bonus for each worker [5][11]. - The investment from Nippon Steel is seen as crucial for U.S. Steel's competitiveness, with a previous pledge of $3 billion for facility upgrades [13]. Group 3: Industry Sentiment - Trump emphasized the importance of maintaining U.S. Steel's legacy and its role in the American economy, stating that the best steel will continue to be produced in America [11]. - The rally highlighted a positive sentiment among steelworkers, with Trump assuring them of job security and financial benefits from the deal [5][14].