在今天商务部举行的例行发布会上，商务部新闻发言人何亚东表示，中方注意到了外媒近期的一些报 道。 何亚东： 作为对外经贸关系的主管部门，我想强调的是，目前中美之间未进行任何经贸谈判，任何 关于中美经贸谈判进展的说法都是捕风捉影，没有事实依据。 2025.04. 24 中美之间正在谈判？外交部：假消息 4月24日，外交部发言人郭嘉昆主持例行记者会。 有记者提问，近来，美方不断有消息称中美之间正在谈判，甚至将会达成协议。请问您能否证实双方 有没有开始谈判？ "这些都是假消息。"郭嘉昆表示，中美双方并没有就关税问题进行磋商或谈判，更谈不上达成协议。 他强调，这场关税战是由美方发起的，中方的态度是一贯的、明确的——打，奉陪到底，谈，大门敞 开。对话谈判必须是平等、尊重、互惠的。 商务部：目前中美之间未进行任何经贸谈判 微信编辑 | 苏小 推荐阅读 白宫慌了！将设工作组紧急处理对中国加征关税危机 n 777 124 1> T - www.bands.com and and and a do a character and a lot a come provention of more . . F 20 8 S 3 a 1 ...

来源：人民日报客户端（记者：崔琦）、人民日报微博 本期编辑：李娜、方梓祎 4月24日下午，外交部举行例行记者会。 记者：近来美方不断有消息称中美之间正在谈判，甚至将会达成协议。请问，您能否证 实双方有没有开始谈判？ 外交部发言人郭嘉昆： 这些都是假消息。据我了解，中美双方并没有就关税问题进行 磋商或谈判，更谈不上达成协议。 这场关税战是由美方发起的，中方的态度是一贯的、明确的。 打，奉陪到底；谈，大 门敞开，对话谈判必须是平等、尊重、互惠的。 觉得好看，请点这里 ↓ ↓ ↓ ...

Core Viewpoint - The U.S.-China trade war may be approaching a significant turning point, with indications that President Trump is willing to compromise and negotiate with China, despite the ongoing tensions and high tariffs imposed by both sides [3][6][12]. Group 1: Current Situation of the Trade War - The U.S. has established an emergency working group to address the issue of tariffs imposed on China, signaling a potential shift in strategy [5][12]. - The current tariff rates are extremely high, with China imposing tariffs of up to 145% on U.S. goods and the U.S. imposing tariffs as high as 245% on Chinese imports [6][14]. - The trade relationship between the U.S. and China has effectively decoupled, leading to significant economic implications for both nations [8][14]. Group 2: Trump's Position and Actions - Trump has expressed a desire to avoid further increases in tariffs, indicating a potential willingness to lower them to alleviate domestic price pressures [11][12]. - Internal pressures, including rising consumer prices and significant national debt, are driving Trump to seek a resolution to the trade conflict [14][19]. - The establishment of a working group, including high-ranking officials, suggests a serious approach to negotiating with China [12][19]. Group 3: China's Response and Strategy - China has maintained a strong stance against U.S. tariffs, indicating a reluctance to initiate negotiations unless the U.S. shows significant concessions [8][22]. - China is actively strengthening trade relationships with Southeast Asian countries, which may serve as a buffer against U.S. economic pressures [9][22]. - The Chinese government is committed to a strategy of firm resistance against U.S. tariffs, emphasizing the need for a balanced approach in negotiations [22].

前两天我们说了中国从美国进口哪些品类的商品，今天我们来看看哪些地区的经济和外贸关联度最高，哪些地区与出口美国的相关度更高。 对进出口贸易依赖度较高的区域 根据2024年至2025年的最新数据，中国不同地区的外贸依存度（即进出口总额占GDP比重）依赖度最高的地区主要集中在东部沿海省份和部分沿边口岸城 市。以下是具体分类分析： 一、城市外贸依存度排名： 第一梯队（依存度 >100%） 1. 广西崇左：以**1163.2%**的外贸依存度居全国第一。其毗邻越南，拥有友谊关等口岸，边境贸易活跃，虽GDP仅千亿级，但外贸总额常年位列广西第 一。 2. 浙江金华：外贸依存度**115.7%**，出口依赖度也超过100%，以小商品出口（如义乌市场）为核心。 3. 其他沿海城市：包括舟山（石化、港口贸易）、儋州（海南自贸港政策）、深圳（电子产品）、东莞（制造业）、防城港（边境+港口）、厦门（电子 +轻工）等，依存度均超100%。 义乌商品市场无疑是焦点中的焦点，关税战是对中美两国相关人民的双重打击和压制。 第二梯队（依存度50%-100%） 苏州、上海、宁波：依存度分别达**79.1%、72.4%、58.4%**，以高端制造 ...

Group 1 - The core issue of the trade war is the significant impact on high-tech industries in the U.S., particularly the reliance on rare earth elements from China, which are essential for various technologies including electric vehicles and defense applications [1][2][3] - The U.S. retail sector is heavily dependent on Chinese imports, with companies like Best Buy indicating that approximately 60% of their sales costs come from China, leading to potential price increases for consumers [4][5] - The ongoing trade tensions have resulted in a drastic reduction in U.S. exports to China, particularly in the beef sector, where exports dropped by 92% in March, highlighting the severe repercussions of the tariffs [6] Group 2 - The semiconductor industry in the U.S. faces challenges due to its 50% reliance on imports of critical materials like germanium and gallium from China, which could jeopardize domestic manufacturing efforts [3][6] - Boeing is experiencing headwinds as the trade conflict affects its sales to Chinese airlines, which are significant customers, with potential delays in aircraft deliveries due to tariffs [7] - The energy sector's impact appears limited, as U.S. LNG exports to China are minimal, allowing for a shift in export destinations without significant disruption [7]

交易咨询业务资格：证监许可【2012】1091号 豆粕早报 2025-04-10 大越期货投资咨询部：王明伟 从业资格证号：F0283029 投资咨询资格证号：Z0010442 联系方式：0575-85226759 重要提示：本报告非期货交易咨询业务项下服务，其中的观点和信息仅作参考之用，不构成对任何人的投资建议。 我司不会因为关注、收到或阅读本报告内容而视相关人员为客户；市场有风险，投资需谨慎。 CONTENTS 目 录 1 每日提示 2 近期要闻 3 多空关注 4 基本面数据 5 持仓数据 ✸豆粕观点和策略 豆粕M2509：日内3080至3140区间操作。 1.基本面：美豆震荡回升，美国发起的全球加征关税短期有所缓和和技术性买盘支撑，美豆 短期千点关口附近震荡等待中美关税战后续和南美大豆产区收割天气进一步指引。国内 豆粕冲高回落，关税战缓和预期和短期技术性震荡整理，豆粕春节后短期供需两淡，进 口巴西大豆到港增多和中美关税战预期交互影响，整体维持震荡偏强格局。偏多 2.基差：现货3150（华东），基差31，升水期货。偏多 3.库存：油厂豆粕库存57.91万吨，上周74.8万吨，环比减少22.58%，去年同期 ...