（来源：猪兜） 近期，我国商务部公布了对欧盟进口猪肉及猪副产品反倾销调查的初步裁定，实施临时反倾销措施，对 相关产品征收15.6%至62.4%的保证金。这一举措不仅是对国际贸易规则的合理运用，更是对我国生猪 产业健康发展的有力保护。根据世贸组织争端解决机制的程序，欧盟虽已提出申诉，但整个过程预计至 少需要6个月时间。这意味着，在未来半年内，国内市场将迎来一个欧盟猪肉供应减少的调整期。作为 全球最大的猪肉消费国，我国猪肉市场正处在产能调整与结构转型的关键时期，此次反倾销措施带来的 市场空间，将为国内养殖户和屠宰企业提供宝贵的发展窗口。 欧盟猪肉退场，国内市场迎转机 中国是欧盟猪肉出口的最大市场。数据显示，2024年欧盟对华猪肉出口量占其总出口的47%，价值高达 40亿欧元。西班牙、荷兰、丹麦等国对我国市场依赖度极高。以西班牙为例，2023年其对华出口猪肉56 万吨，占其出口总量的两成以上。我国此次实施的反倾销措施，预计将使欧盟对华猪肉出口量在2025年 下降30%至50%。 国内猪业承压，反倾销带来喘息机会 欧盟猪肉的"退场"，意味着每年数十万吨的进口量将逐步让位于本土产品。以2024年1-7月数据为例， 我国 ...

反补贴终裁结果方面，美国商务部对来自中国和越南的"热成型模压纤维制品"做出了反补贴终裁。众鑫 股份为强制应诉企业，税率为97.82%，中国其他生产商／出口商的税率为7.56%-319.92%。 新华财经北京9月28日电 众鑫股份公告，公司于近日获悉，美国商务部于美国时间2025年9月25日发布 公告，对原产自中国、越南热成型模塑纤维产品反倾销、反补贴调查作出终裁。 反倾销终裁结果方面，美国商务部对来自中国和越南的"热成型模压纤维制品"做出了反倾销终裁。众鑫 股份为强制应诉企业，税率为283.89%，中国其他生产商／出口商的税率为49.08%-477.97%。 众鑫股份表示，美国商务部对原产自中国、越南热成型模塑纤维产品反倾销、反补贴调查作出终裁结果 阻断了该行业从中国出口产品到美国，美国市场的客户将被迫寻找中国以外的供应源，致全球供应链格 局重组。该行业在国内的产能将出现富余，在非美市场上的竞争会明显加剧，对中国纸浆模塑生产企业 造成较大冲击。 众鑫股份称，公司将加大对非美市场的拓展及销售。积极筛选高潜力目标市场，搭建多元化销售渠道， 推进产品在多领域多用途的应用。持续优化产能布局和产品结构，打造适应新形势下 ...

Group 1: Anti-Dumping Investigation on Pecans - The Ministry of Commerce announced the initiation of anti-dumping investigations on imported pecans from Mexico and the United States, citing evidence of sales below normal value and significant market entry increases [1][2] - The investigation period for dumping is set from January 1, 2024, to December 31, 2024, while the industry damage investigation period is from January 1, 2022, to December 31, 2024 [2] - The product under investigation is defined as "fresh or dried pecans," specifically "Carya illinoensis," and falls under the tariff code 08029990 [3] Group 2: Trade Investment Barrier Investigation on Mexico - The Ministry of Commerce has initiated a trade investment barrier investigation regarding Mexico's proposed increase in import tariffs on products from non-free trade partners, including China [6] - The investigation will cover various product categories, including automobiles, textiles, plastics, steel, and household appliances, among others [6] - The investigation is expected to conclude within six months from the announcement date, with a possible extension of up to three months under special circumstances [6]

《中华人民共和国反倾销条例》第十八条规定："在特殊情形下，商务部没有收到反倾销调查的书 面申请，但有充分证据认为存在倾销和损害以及二者之间有因果关系的，可以决定立案调查。" 商务部获得的初步证据和信息显示，原产于墨西哥和美国的进口碧根果以低于正常价值的价格向中 国出口销售，存在倾销。同时，该产品进入中国市场数量大幅增长，价格呈下降趋势，对中国国内产业 同类产品价格造成削减和抑制，中国国内产业遭受了实质损害，自墨西哥和美国进口产品的倾销与国内 产业实质损害之间存在因果关系。 依据《中华人民共和国反倾销条例》第十八条的规定，商务部决定自2025年9月25日起对原产于墨 西哥和美国的进口碧根果进行反倾销立案调查。现将有关事项公告如下： 一、立案调查及调查期 自本公告发布之日起，商务部对原产于墨西哥和美国的进口碧根果进行反倾销立案调查，本次调查 确定的倾销调查期为2024年1月1日至2024年12月31日，产业损害调查期为2022年1月1日至2024年12月31 日。 商务部公告2025年第52号 公布对原产于墨西哥和美国的进口碧根果发起反倾销立案调查的公告 【发布单位】贸易救济局 【发布文号】商务部公告2025年第 ...

Core Viewpoint - The European Commission has announced the final ruling on anti-dumping investigations concerning Chinese glycolic acid products, imposing a 57.30% anti-dumping tax on Xinjiang Guolin's products, while other Chinese companies face taxes ranging from 29.20% to 124.90% [1] Company Summary - The anti-dumping measures will be effective for five years from the announcement date [1] - In the first half of 2024 and 2025, the revenue from glycolic acid exports to the EU will account for 3.50% and 1.27% of the company's total revenue, respectively, indicating a limited impact on the company's operations [1] - The company plans to enhance product research and development, reduce costs, and explore markets outside the EU to mitigate the effects of the anti-dumping tax [1]

Group 1 - The Indian Ministry of Commerce announced a definitive anti-dumping ruling on September 19, suggesting a five-year anti-dumping duty on polytetrafluoroethylene (PTFE) imported from or originating in China and Russia [1] - The proposed anti-dumping tax rates are as follows: for China, the rate ranges from $0 to $5,933.70 per ton, while for Russia, the rate is set at $4,578.80 per ton [1]

Core Viewpoint - The U.S. Department of Commerce announced a preliminary anti-dumping ruling against Chinese MDI, with a maximum dumping margin of 511.75% [2][3]. Group 1: Anti-Dumping Ruling - The preliminary ruling determined the weighted average dumping margins for specific companies, with Wanhua Chemical Group and Covestro Polymers (China) Co., Ltd. both facing a margin of 376.12% [2]. - Other Chinese entities face the maximum dumping margin of 511.75% [2]. Group 2: MDI Export Data - In 2022, 2023, and 2024, China's exports of pure MDI to the U.S. were 4,700 tons, 2,600 tons, and 1,700 tons, with transaction values of $21 million, $11 million, and $5 million respectively [3]. - For polymer MDI, exports were 225,600 tons, 230,200 tons, and 268,000 tons, with transaction values of $473 million, $319 million, and $392 million respectively [3]. - The U.S. is the largest export market for Chinese MDI, but the anti-dumping measures are expected to significantly reduce exports, with a projected drop of 82.48% in the first half of 2025 [3]. Group 3: Future Implications - If the U.S. Department of Commerce issues a final affirmative ruling, the impact on Chinese MDI manufacturers is expected to be limited [4]. - Other regional suppliers, such as those in East Asia, may increase exports to the U.S., tightening the supply in the Asia-Pacific market [4]. - Wanhua Chemical has the potential to offset risks by increasing exports from its European production facilities [4].

Group 1 - The Vietnamese Ministry of Industry and Trade announced a final decision on the sunset review of anti-dumping duties on BOPP (Biaxially Oriented Polypropylene) from China, resulting in a zero tax rate for Suqian Jintian Plastic Industry Co., Ltd, marking a significant achievement for Chinese companies in recent years [1] - The Vietnamese authorities decided not to continue imposing anti-dumping duties on BOPP products exported from China following the sunset review [1] - The law firm Zhongyin International has extensive experience in anti-dumping cases, having represented over 300 Chinese companies in more than 200 anti-dumping and countervailing cases across major global markets [1] Group 2 - Zhongyin Trade Relief and WTO Legal Service Center has a team of experienced lawyers and accountants specializing in anti-dumping, countervailing measures, and WTO negotiations, among other areas [2] - The services provided by Zhongyin cover all stages of anti-dumping matters, including responses to investigations, administrative reviews, judicial reviews, and tax-related services [2] - The mission of Zhongyin Trade Relief and WTO Service Center is to utilize domestic laws and WTO rules to protect the rights of free trade for nations and enterprises, focusing on the needs of businesses [2]

Core Viewpoint - The article discusses the impact of the EU anti-dumping measures on the prices of imported pork products in China, highlighting significant price increases for imported ribs, heads, and feet, while domestic pork prices remain low due to oversupply and weak demand [1] Group 1: Price Trends - In early September 2025, the price of imported ribs surged, with a maximum daily increase of 4000 yuan per ton due to the EU's anti-dumping ruling [1] - Domestic fresh and frozen pork prices are at record lows, with oversupply in the market leading to a decline in prices [1] - As of September 16, 2025, domestic pork prices are expected to remain low, with a potential slight rebound towards the end of the month due to the Mid-Autumn Festival and National Day [1] Group 2: Supply and Demand Dynamics - The domestic pork supply is currently abundant, with demand weakening after the back-to-school and Zhongyuan Festival stocking periods [1] - The fourth quarter is anticipated to see a slight increase in domestic fresh pork prices due to the seasonal demand and an increase in suitable weight pig sources [1] - Import volumes for pork and by-products are expected to remain high, with a reported 626,400 tons of pork imported from January to July 2025, a 4.11% increase compared to the same period last year [1]

Core Viewpoint - The Chinese government has initiated two investigations against the U.S. regarding semiconductor trade policies, indicating a shift in strategy amid ongoing tensions in the semiconductor sector [1][6]. Group 1: Anti-Dumping Investigation - The Ministry of Commerce announced an anti-dumping investigation into U.S. semiconductor companies, focusing on general interface chips and gate driver chips manufactured using 40nm and above technology nodes [2][4]. - The investigation was prompted by the Jiangsu Semiconductor Industry Association, citing that U.S. manufacturers, including Texas Instruments, ADI, Broadcom, and ON Semiconductor, have been engaging in dumping practices with price reductions exceeding 300% and an average market share of 41% in China [2][4]. - The investigation period covers from January 1, 2022, to December 31, 2024, and aims to assess the impact of these practices on the domestic industry [2]. Group 2: Anti-Discrimination Investigation - The Ministry of Commerce has launched an anti-discrimination investigation against the U.S. for its restrictive measures on high-end chips, which are perceived as discriminatory and aimed at stifling China's technological advancements [5][6]. - The U.S. has implemented various restrictions, including tariffs and export controls, particularly targeting Chinese companies in the semiconductor and AI sectors, which has led to a significant impact on China's access to advanced technologies [6][7]. - The timing of the investigation is strategic, coinciding with recent U.S. actions to form a coalition against China and new technology restrictions imposed on Chinese firms [7][8]. Group 3: Anti-Monopoly Investigation - The National Market Supervision Administration has initiated an investigation into NVIDIA for allegedly violating commitments made during its acquisition of Mellanox Technologies, which raises concerns about compliance with anti-monopoly regulations [9][10]. - The investigation reflects a shift in China's regulatory stance towards foreign semiconductor companies, indicating a more assertive approach in enforcing compliance with local laws [10]. - NVIDIA's role in the semiconductor market is critical, as its products are foundational for advanced AI systems, making it a focal point in the ongoing U.S.-China tech competition [10][12]. Group 4: Broader Implications - The ongoing investigations and trade measures signify a deepening divide in the semiconductor ecosystem between the U.S. and China, with potential repercussions for global supply chains and market dynamics [1][12]. - The dual investigations may lead to increased tariffs or import bans on U.S. semiconductor products, prompting a shift towards domestic sourcing in China [4][8]. - The complex interplay of competition and interdependence in the semiconductor industry raises questions about the sustainability of current trade relationships and the future of technological collaboration [12].