《越通社》10月8日报道，世界贸易组织（WTO）在 10 月 7 日发布的最新报告中预测，今年全球 经济增长率约为 2.7%。今年以来，由于特朗普政府不断调整关税政策导致预测的不确定性，世贸组织 不得不多次调整贸易和经济增长预测。 （原标题：世界贸易组织预测今年全球经济增长约为2.7%） ...

虽然美国政府将海外药品生产的关税上限从最初的250%降至15%，这一政策仍为赛默飞等企业带来了 不小的压力。由于爱尔兰的低税收优势，赛默飞在该地区的投入已久，因此短期内撤出并非易事。然 而，这一政策的变化可能迫使公司对部分生产策略做出调整。 来源：市场资讯 （来源：美股情报站） 10月3日，赛默飞世尔(Thermo Fisher Scientific, Inc.)的股价上涨了3.50%。这一走势不仅使其股价触及 2025年2月以来的高点，还引发了市场对这家公司的高度关注。在当前复杂多变的国际经济环境下，赛 默飞世尔的表现无疑成为投资者热议的焦点。 近期，赛默飞世尔在爱尔兰的一系列运营活动成为讨论的热点。公司在爱尔兰林加斯基迪拥有重要的生 产设施，该地被视为跨国药企的制造重地。赛默飞与其他行业巨头在此生产并供应全球市场多种高价值 的药品和医疗产品。然而，美国有关海外药品生产的关税政策调整，成为悬在这些企业头上的"达摩克 利斯之剑"。 为了应对短期的关税影响，赛默飞及其他公司正采取多种措施，如提前出口关键原料和调整定价策略。 药品的高利润率为企业吸收部分关税成本提供了缓冲。然而，从长远来看，企业仍需面对美国政策的 ...

Core Insights - The global trade friction index reached 110 in July, indicating a high level of trade tensions, with trade friction measures involving an amount that increased by 6.6% year-on-year and 27.6% month-on-month [1] By Country - Among 20 monitored countries and regions, the United States, European Union, and Brazil had the highest global trade friction indices, with the U.S. leading in trade friction measures for 13 consecutive months [1] By Industry - The main industries affected by trade friction include electronics, chemicals, transportation equipment, machinery, pharmaceuticals, light industry, and non-ferrous metals, with the electronics sector having the highest trade friction index [1] China-related Trade Friction - The trade friction index related to China among 19 countries and regions was 107, indicating a high level of tension, with the U.S. having the highest index. Key sectors include drones, solar cells, and AI chips [1] - In July, the amount involved in trade friction measures related to China decreased by 16.4% year-on-year but increased by 11.9% month-on-month [1]

光大期货能化商品日报 光大期货能化商品日报（2025 年 9 月 26 日） 一、研究观点 | 品种 | 点评 | 观点 | | --- | --- | --- | | | 周四油价窄幅震荡，其中 WTI 11 月合约收盘下跌 0.01 美元至 | | | | 64.98 美元/桶，跌幅 0.02%。布伦特 12 月原油即期合约收盘上涨 | | | | 0.34 美元至 68.8 美元/桶，涨幅 0.5%。SC2511 以 491.1 元/桶收 | | | | 盘，上涨 2.2 元/桶，涨幅为 0.45%。乌克兰袭击了位于黑海沿岸 | | | | 的俄罗斯新罗西斯克港和图阿普谢港。乌方消息人士称，袭击行 | | | | 动导致位于俄罗斯新罗西斯克港口附近的石油装运设施以及终端 | | | | 设备瘫痪，相关设施每日出口原油约 200 万桶。此外，乌方的无 | | | | 人机还袭击了俄大型石油装载码头图阿普谢港。美国总统特朗普 | | | 原油 | 称，他现在认为乌克兰在欧盟和北约支持下，有望"赢回全部乌 | 震荡 | | | 克兰，恢复原状"。当天，特朗普还在讲话中将俄罗斯称为"纸 | | | | 老虎"， ...

Group 1 - The U.S. government, under President Trump, will impose a 100% tariff on all imported branded or patented drugs starting October 1, unless companies establish manufacturing plants in the U.S. [2] - A 25% tariff will be applied to all imported heavy trucks, protecting brands like Peterbilt, Kenworth, and Freightliner from external competition [2] - Additional tariffs include a 50% tariff on kitchen cabinets and bathroom vanities, and a 30% tariff on soft furniture, aimed at protecting domestic manufacturing processes [2] Group 2 - The U.S. has confirmed a 15% tariff on EU imported cars and automotive products, effective from August 1, as part of a trade agreement with the EU [3] - Brazil's Finance Minister criticized the U.S. tariffs on Brazilian products, stating that they would ultimately harm American consumers and lead to increased prices for everyday goods [3][4] - Brazil has developed emergency plans to support domestic industries affected by U.S. tariffs, with two-thirds of its exports remaining unaffected by the new tariffs [3]

Group 1 - The core viewpoint of the news is the adjustment of the U.S. tariff system, which exempts various metals and graphite while including silicon products in the tax list [1] - The new policy will officially take effect on the following Monday, covering key product categories including metals, aircraft parts, generic drugs, and specialty spices that cannot be produced domestically [1] - Gold bars have been explicitly exempted from tariffs, addressing previous concerns about potential import taxes that caused market confusion [1] Group 2 - Key materials such as graphite and tungsten, widely used in aerospace, consumer electronics, and medical devices, have received tariff exemptions [1] - Several pharmaceuticals, including antibiotics, are also granted new tariff reductions, despite being subjects of an ongoing trade investigation by the U.S. Department of Commerce [1] - A procedural change has been introduced to enhance the efficiency of trade agreement enforcement, allowing the U.S. Trade Representative and the Department of Commerce to act directly on framework agreements without needing individual presidential signatures [2]

Group 1 - The core point of the article is that President Trump signed an executive order to adjust the scope of import tariffs and implement a trade and security framework agreement with foreign trade partners [1][3]. Group 2 - The executive order allows for adjustments to tariffs based on agreements with foreign trade partners, including the possibility of reducing some reciprocal tariffs to zero [3]. - Certain products eligible for zero reciprocal tariffs include those that cannot be produced in the U.S. or are insufficient to meet domestic demand, specific agricultural products, aircraft and parts, and non-patented items used in pharmaceuticals [3]. - The Department of Commerce, the Trade Representative's Office, and other relevant agencies will continuously monitor trade partners' compliance and trade deficits, reporting to Trump with further adjustment recommendations [3]. - All departments and agencies are required to take necessary actions to implement the order, ensuring that tariff adjustments and policy implementations align with legal and national interests [3]. - Trump emphasized that these measures aim to address a national emergency, protect the U.S. economy and national security, and promote cooperation with foreign trade partners through trade and security agreements [3].

2025.09. 05 本文字数：512，阅读时长大约1分钟 行政命令规定： （注：我们会对线索进行核实。您的隐私将严格保密。） 在与外国贸易伙伴达成框架协议或最终协议后，美国可根据协议内容调整关税，包括将部分商品的对等关税降至零，但最终协议签署前通常不会缩小关 税范围或修改第232条相关关税（钢铁和铝衍生品关税）。 推荐阅读 可获得零对等关税的商品包括无法在美国生产或生产不足以满足国内需求的产品、特定农产品、飞机及零件，以及药品应用的非专利物品。 商务部、贸易代表办公室及其他相关机构将持续监测贸易伙伴的履约情况、贸易逆差等其他相关因素，并向特朗普报告，提出进一步调整建议。 所有部门和机构必须采取必要措施执行命令，并确保关税调整和政策实施符合法律和国家利益。 特朗普强调，这些措施旨在应对国家紧急状态，保护美国经济与国家安全，同时通过贸易和安全协议促进与外国贸易伙伴的合作。 微信编辑 | 夏木 据央视新闻，当地时间9月5日，据白宫声明，美国总统特朗普签署行政命令，对进口关税范围进行调整，并落实与外国贸易伙伴的贸易与安全框架协 议。 第一财经持续追踪财经热点。若您掌握公司动态、行业趋势、金融事件等有价值的线索，欢 ...

Core Viewpoint - The article discusses the recent executive order signed by President Trump, which adjusts the scope of import tariffs and implements a trade and security framework agreement with foreign trade partners [1][2]. Group 1: Executive Order Details - The executive order aims to address a national emergency, protect the U.S. economy and national security, and promote cooperation with foreign trade partners through trade and security agreements [2]. - After reaching a framework or final agreement with foreign trade partners, the U.S. can adjust tariffs based on the agreement, including reducing some reciprocal tariffs to zero [4]. - Certain products eligible for zero reciprocal tariffs include those that cannot be produced in the U.S. or are insufficient to meet domestic demand, specific agricultural products, aircraft and parts, and non-patented pharmaceutical items [4]. Group 2: Monitoring and Implementation - The Department of Commerce, the Office of the Trade Representative, and other relevant agencies will continuously monitor trade partners' compliance, trade deficits, and other related factors, reporting to Trump with further adjustment recommendations [4]. - All departments and agencies are required to take necessary actions to implement the order and ensure that tariff adjustments and policy implementations align with legal and national interests [4].

在与外国贸易伙伴达成框架协议或最终协议后，美国可根据协议内容调整关税，包括将部分商品的对等 关税降至零，但最终协议签署前通常不会缩小关税范围或修改第232条相关关税（钢铁和铝衍生品关 税）。 可获得零对等关税的商品包括无法在美国生产或生产不足以满足国内需求的产品、特定农产品、飞机及 零件，以及药品应用的非专利物品。 商务部、贸易代表办公室及其他相关机构将持续监测贸易伙伴的履约情况、贸易逆差等其他相关因素， 并向特朗普报告，提出进一步调整建议。 当地时间9月5日，据白宫声明，美国总统特朗普签署行政命令，对进口关税范围进行调整，并落实与外 国贸易伙伴的贸易与安全框架协议。 所有部门和机构必须采取必要措施执行命令，并确保关税调整和政策实施符合法律和国家利益。 行政命令规定： （文章来源：央视新闻客户端） 特朗普强调，这些措施旨在应对国家紧急状态，保护美国经济与国家安全，同时通过贸易和安全协议促 进与外国贸易伙伴的合作。 ...