Core Viewpoint - The article highlights that Trump's 50% tariff on copper imports also applies to refined copper, indicating a significant impact on the copper industry and related markets [1] Industry Summary - The imposition of a 50% tariff on copper imports is expected to affect both raw and refined copper sectors, potentially leading to increased costs for manufacturers and consumers [1] - This tariff could influence global copper supply chains, as the U.S. is a major consumer of copper, and such tariffs may lead to shifts in sourcing strategies among companies [1] Company Summary - Companies involved in copper production and refining may face challenges due to the increased costs associated with the tariff, which could affect their profit margins and pricing strategies [1] - The tariff may also lead to a reevaluation of investment strategies within the copper sector, as companies assess the long-term implications of such trade policies on their operations [1]

Group 1 - Bosnia's total foreign trade in Q1 2025 amounted to 11.3 billion marks, with exports at 4.12 billion marks and imports at 7.18 billion marks, resulting in a trade deficit of 3.07 billion marks [1] - The total foreign trade increased by 5.96% year-on-year, with imports growing by 5.48% and exports by 6.81%, leading to an export-to-import coverage rate of 57.29%, up by 0.71 percentage points [1] - Exports to EU countries reached 3.04 billion marks, a year-on-year increase of 5.18%, while imports from the EU were 4.19 billion marks, up by 3.06%, resulting in a reduced trade deficit of 1.15 billion marks, down by 2.15% [1] Group 2 - The main export destinations for Bosnia in Q1 2025 were Croatia (718 million marks), Germany (612 million marks), and Serbia (455 million marks) [2] - Major import sources included Germany (802 million marks), Italy (778 million marks), and Serbia (765 million marks) [2] - Bosnia's export coverage rates to Austria, Slovenia, and Croatia were 153.5%, 128.88%, and 105.83% respectively [2] Group 3 - The implementation of tariff reduction policies has led to an investment of 16.6 million marks and total revenues of approximately 2 billion marks for related enterprises, with exports increasing by 24.2 million marks [3] - Most enterprises reported growth in production, employment, and income, although the textile, footwear, and furniture sectors faced factory closures and layoffs due to the EU market crisis, while the chemical industry remained stable [3]

作为全球最畅销的电动车，Model Y在印度的受欢迎程度将揭示印度消费者对高额进口关税的接受度。 特斯拉首席财务官Vaibhav Taneja在该公司第一季度财报电话会议上表示，高额关税一直是特斯拉何时 进入印度市场决策过程中的重要障碍。 据文件显示，五辆Model Y的申报价格约为每辆277万卢比(约32,270美元)。考虑到印度对售价低于4万美 元的整车进口征收70%的关税、以及额外附加费，这些车型的实际售价可能远高于其在美国约46,630美 元的价格。 上个月就有报道称，孟买展厅正准备于7月中旬开业，首批车辆——从特斯拉中国工厂运来的Model Y 后驱版SUV——已运抵印度。知情人士还表示，第二家特斯拉展厅将设在新德里，预计于7月下旬开 业。 特斯拉酝酿已久的印度市场首秀恰逢关键时刻。该公司第二季度全球销量下滑，这与马斯克所声称 的"公司业务已从他参与特朗普政府工作所引发的负面影响中复苏"形成鲜明对比。 智通财经APP获悉，据知情人士透露，特斯拉(TSLA.US)将在下周二于印度开设首家展厅，并最早于下 个月开始交付车辆。这家电动车制造商正试图借助全球第三大汽车市场的潜在需求，来对冲其他市场销 量放缓 ...

智通财经APP获悉，美国总统特朗普当地时间周三确认，将从8月1日起对铜进口正式征收50%的高额关税，此举被视为其推动本土金属产业复兴的最新举 措。特朗普在周二接受媒体采访时已提前释放信号，次日通过社交平台进一步明确关税生效日期，并批评前几届政府导致美国铜市场影响力衰退。他强 调："这项50%的关税将扭转拜登政府的轻率决策，美国必须重建主导性的铜产业。" 此次铜关税是特朗普政府近期系列产业政策的一部分。此前，美国已提高钢铁和铝的进口关税，并暗示更多行业性关税正在筹备中。与此同时，白宫正与数 十个主要贸易伙伴协商国别关税方案，相关措施同样计划于8月1日同步生效。特朗普特别指出，铜是国防部使用量第二大的战略金属，涉及弹药等关键国防 产品生产，但当前美国铜供应仍高度依赖进口，主要来源国包括智利、加拿大和墨西哥。 为应对关税政策可能带来的冲击，美国生产商和贸易商近期加速调整供应链布局。部分企业已将交货地点转移至夏威夷和波多黎各，以缩短装运周期。事实 上，自今年2月特朗普首次提出加征铜关税计划以来，美国金属进口量已创历史新高，贸易商试图通过提前交付获取关税生效前的价格差额利润。这一动向 反映出市场对政策落地后成本上升的普 ...

微软公司在2024年10月发布消息称，Windows10标准版本将于2025年10月14日结束支持。 | Company | 2Q25 Shipments | 2Q25 Market | 2Q24 Shipments | 2Q24 Market | 2Q25/2Q24 Growth | | --- | --- | --- | --- | --- | --- | | | | Share | | Share | | | 1. Lenovo | 17.0 | 24.8% | 14.7 | 23.0% | 15.2% | | 2. HP Inc | 14.1 | 20.7% | 13.7 | 21.3% | 3.2% | | 3. Dell Technologies | 0.8 | 14.3% | 10.1 | 15.7% | -3.0% | | 4. Apple | 6.2 | 9.1% | 5.1 | 8.0% | 21.4% | | 5. ASUS | 4.9 | 7.2% | 4.2 | 6.6% | 16.7% | | Others | 16.3 | 23.9% | 16.3 | 25.4% | 0.1% ...

Core Viewpoint - The Mexican President suggests waiting for further developments regarding Trump's proposed tariffs on copper imports, indicating a cautious approach to potential trade implications [1] Group 1 - The Mexican government is monitoring the situation closely and has not made any immediate decisions regarding the impact of the tariffs on the copper industry [1]

印尼表示将对70%的美国商品征收接近零水平的进口关税。 ...

Core Viewpoint - The London Metal Exchange (LME) copper prices reached a three-month high due to uncertainties surrounding U.S. tariffs, which increased the premium of U.S. copper over LME copper, despite a moderate inflow of LME copper stocks alleviating tightness in the market [1][3]. Group 1: Copper Market - On July 2, LME three-month copper rose by $79, or 0.8%, closing at $10,013 per ton, with an intraday high of $10,020.5, the highest level since March 26 [1][2]. - The premium of U.S. Comex copper over LME copper is 14%, as market expectations suggest that the investigation into potential U.S. copper import tariffs will take longer, while the White House focuses on "reciprocal" tariff negotiations [3][4]. - Alastair Munro from Marex stated that U.S. copper is the real leader in the market, with LME spot copper contracts trading at a premium of $85 per ton over three-month copper, down from $320 per ton last week, the highest level since November 2021 [4]. Group 2: Other Metals Market - LME three-month aluminum increased by $21.5, or 0.83%, closing at $2,620.0 per ton [5]. - LME three-month zinc rose by $43.5, or 1.6%, closing at $2,757.5 per ton [6]. - LME three-month lead increased by $21.5, or 1.05%, closing at $2,059.5 per ton [7]. - LME three-month nickel rose by $96, or 0.63%, closing at $15,302.0 per ton [8]. - LME three-month tin increased by $53, or 0.16%, closing at $33,714.0 per ton [9].

美国5月份职位空缺意外增加 但劳动力市场显露疲态 金十数据7月1日讯，美国5月JOLTs职位空缺达到776.9万，远超路透调查经济学家预期的730万。当月招 聘人数减少11.2万至550.3万，裁员人数下降18.8万至160.1万。5月职位空缺意外增加，但招聘人数下降 进一步表明，在特朗普政府征收进口关税的不确定性下，劳动力市场已进入减速阶段。当前为期90天的 对等关税暂停期即将结束。经济学家指出，7月9日特朗普政府90天关税暂停期届满后的政策走向不明， 导致企业难以制定长期规划。 ...

根据英国国家统计局（ONS）最新发布的数据，英国经济在2025年1月至3月期间实现了自2024年初以来 最快的增长速度。该季度国内生产总值（GDP）增长了0.7%，与初步估计相符。这一增长主要受到房 地产市场活动的激增以及制造商为应对美国提高进口关税而提前增加产出的推动。 具体来看，家庭支出在住房、家庭用品和服务以及交通领域的带动下增长了0.4%，较初值高出0.2个百 分点。特别值得注意的是，3月份的增长率从原先的0.2%上调至0.4%，尽管如此，这并未对整个季度的 增长率产生显著影响。 然而，ONS的数据也显示，4月份的GDP较前一个月下降了0.3%，这表明一季度的强劲增长可能不会延 续至今年剩余时间。ONS经济统计主任Liz McKeown指出，虽然储蓄率出现了两年来的首次下滑，但这 主要是由于燃料、租金和餐饮等项目的成本上升导致消费者支出增加的结果。 专家警告称，尽管第一季度的经济数据令人鼓舞，但未来的增长前景仍面临不确定性，尤其是在全球经 济环境日益复杂的情况下。随着美国于4月实施新的进口关税措施，英国出口商将面临更大的挑战，这 可能会对未来几个季度的经济表现构成压力。 （文章来源：新华财经） 英国国 ...