美国设定新单边关税税率：申万期货早间评论-20250707

Core Viewpoint - The article discusses the recent developments in trade tariffs set by the U.S. government, the implications for various industries, and the current state of key commodities such as oil, steel, and shipping rates. Group 1: Trade Tariffs and Economic Policies - The U.S. government, under President Trump, is set to implement new unilateral tariff rates, which may range from 10% to 70%, effective from August 1 [1] - The Chinese government emphasizes the need for technological innovation in agriculture and healthcare to enhance economic quality and competitiveness [1] Group 2: Oil Market Insights - OPEC+ has agreed to increase oil production by 548,000 barrels per day, exceeding market expectations [3] - U.S. crude oil inventories unexpectedly rose by 68,000 barrels, while gasoline inventories increased by 1.92 million barrels, indicating a mixed supply situation [3] Group 3: Steel Market Dynamics - Steel mills are experiencing stable profit margins, but supply pressures are beginning to manifest as inventory levels decrease [3][22] - The steel market faces a dual weakness in supply and demand, with seasonal demand expected to decline due to the rainy season in southern China [22] Group 4: Shipping Industry Trends - The European shipping index (SCFI) rose by $71 per TEU to $2,101, indicating a recovery in shipping rates after previous declines [2][27] - The market anticipates a stable shipping rate environment in the latter half of July, with a focus on upcoming tariff announcements that may influence market sentiment [2][27] Group 5: Agricultural Sector Developments - The U.S. soybean crop's good rating stands at 66%, slightly below market expectations, which may impact future pricing and supply dynamics [25] - The domestic supply of soybeans remains ample, which could limit upward price movements despite positive signals from U.S.-China trade relations [25]