2025.08. 26 对此，印方表示，美方对印度加征关税的做法"不公平、不公正、不合理"，印度将"采取一切必要行 动"维护国家利益。 微信编辑 | 七三 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 迎 提 供 。 专 用 邮 箱 ： bianjibu@yicai.com （注：我们会对线索进行核实。您的隐私将严格保密。） 本文字数：434，阅读时长大约1分钟 据央视新闻报道， 当地时间8月25日，美国国土安全部发布预告通知，拟自8月27日零时起对印度 商品加征50%关税。 据彭博社报道，该通知指出，关税将适用于"所有进口供消费或仓储提取供消费的印度商品"。 美国总统特朗普8月6日签署行政令，以印度"以直接或间接方式进口俄罗斯石油"为由，对印度输美 产品征收额外的25%关税。公告表示，除一些例外情况，新的关税措施将在行政令公布21天后实 施。 根据特朗普7月31日签署的行政令，美国将从8月7日开始对印度输美商品征收25%的关税。与6日公 布的额外关税叠加后，印度输美商品将总体适用50%的关税税率 ...

据央视新闻报道，当地时间8月25日，美国国土安全部发布预告通知，拟自8月27日零时起对印度商品加 征50%关税。 据彭博社报道，该通知指出，关税将适用于"所有进口供消费或仓储提取供消费的印度商品"。 美对印加征关税 总体税率将增至50% 美国总统特朗普8月6日签署行政令，以印度"以直接或间接方式进口俄罗斯石油"为由，对印度输美产品 征收额外的25%关税。公告表示，除一些例外情况，新的关税措施将在行政令公布21天后实施。 苏杰生说："如果理由是石油，那么还有其他大买家；如果理由是谁与俄罗斯的贸易额更大，那么还有 更大的贸易伙伴。" 他补充道，俄罗斯与欧洲的贸易额比印俄贸易额更大。 今年早些时候，由于印度不同意开放其庞大的农业和乳制品市场，印美贸易谈判破裂。这两大经济体之 间的双边贸易额超过1900亿美元。 英国经济研究机构凯投宏观分析师近日发出警告称，如果关税全面实施，印度今年和明年的经济增速将 各下降0.8个百分点，"长期危害可能更大，因为高关税可能会削弱印度作为全球新制造中心的吸引 力"。 据多家媒体报道，美国贸易谈判代表团原定于8月25日至29日前往新德里的访问已经取消。路透社分析 认为，这使得美国对印关 ...

Group 1 - The U.S. plans to impose a 50% tariff on Indian products starting from August 27, 2025 [1] - The tariff will apply to goods that are cleared for customs or picked up from warehouses [1] - Major Indian exports to the U.S. include garments, shrimp, and gemstones, and the high tariffs are seen as nearly equivalent to a ban on these products [1] Group 2 - In response to the impending tariffs, the Indian government has implemented measures such as suspending import duties on raw materials [1] - India is accelerating trade negotiations with other countries to diversify its market [1]

关税将适用于"所有进口供消费或仓储提取供消费的印度商品"。 根据特朗普7月31日签署的行政令，美国将从8月7日开始对印度输美商品征收25%的关税。与6日公布的 额外关税叠加后，印度输美商品将总体适用50%的关税税率。 对此，印方表示，美方对印度加征关税的做法"不公平、不公正、不合理"，印度将"采取一切必要行 动"维护国家利益。 美对印加征关税 总体税率将增至50% 美国总统特朗普8月6日签署行政令，以印度"以直接或间接方式进口俄罗斯石油"为由，对印度输美产品 征收额外的25%关税。公告表示，除一些例外情况，新的关税措施将在行政令公布21天后实施。 当地时间8月25日，美国国土安全部发布预告通知，拟自8月27日零时起对印度商品加征50%关税。 据彭博社报道，该通知指出，关税将适用于"所有进口供消费或仓储提取供消费的印度商品"。 ...

Group 1 - The US and EU have reached a framework agreement on trade, maintaining a 15% tariff cap on most EU goods, impacting sectors like automotive, pharmaceuticals, semiconductors, and timber [1][2] - Eurozone exports have significantly declined, with a year-on-year drop of over 10% to the US, reflecting the impact of increased tariffs [1][2] - In June, Eurozone exports fell by 2.4% month-on-month, while imports rose by over 3%, leading to a substantial decrease in trade surplus from €15.6 billion in May to €2.8 billion [1] Group 2 - The automotive industry is under severe pressure, with companies like German and French automakers heavily reliant on the US market facing uncertainty due to tariffs [3] - The metal industry is struggling with a 50% tariff on steel and aluminum, leading to reduced orders and canceled contracts for major exporting countries like Germany and Italy [3] - The wine and spirits industry is also affected, with a 15% tariff on EU imports, potentially leading to significant economic losses and increased financial burdens [3] Group 3 - European companies are responding to high tariffs by raising prices, with brands like BMW and Mercedes-Benz passing some costs onto consumers [4] - Companies are also localizing production and considering expanding manufacturing capacity in the US to mitigate tariff risks [4] - Some small and medium exporters are shifting focus to markets in Southeast Asia and the Middle East to reduce dependence on the US [5] Group 4 - The pressure from tariffs is translating into macroeconomic challenges, with Eurozone industrial output declining by 1.3% month-on-month in June, indicating manufacturing sector stress [6] - Although the Eurozone GDP showed positive growth in Q2, signs of industrial weakness are becoming more apparent, particularly for export-dependent countries like Germany and the Netherlands [6] - Economists warn that if automotive tariffs are not reduced soon, Eurozone exports may face further pressure, impacting corporate profits and overall economic growth [6]

苏杰生还表示，在美方公开宣布加征关税之前，此前的印美贸易谈判中从未提及印度购买俄罗斯石油的 问题。 美印关税谈判的前景，不容乐观！ 再过几天，美国向印度大幅加征的额外关税，即将正式生效。不过，印度外长8月23日强硬表态称，与 美国的贸易谈判仍在继续，但印度有需要坚守的底线。此前，有外媒报道称，美国贸易谈判代表团原定 于8月25日至29日前往新德里的访问已经取消，这使得美国对印关税可能下调或推迟的希望进一步破 灭。 在美国关税压力加剧之际，印度总理莫迪日前宣布，将下调日常消费品的商品与服务税（GST），以提 振印度国内需求。 不过，受关税打压，近期市场对印度大中型企业的预期收益下调，大量外资从印度股市撤出。美国银行 本月发布的一项调查显示，约30%的受访基金经理近期减持了印度股票，印度股市受青睐程度在亚洲各 市场中垫底。 新关税即将生效，印度外长强硬表态 美国总统特朗普8月6日签署行政令，以印度"用直接或间接方式进口俄罗斯石油"为由，对印度输美产品 征收额外的25%关税，自8月27日起正式生效。根据特朗普7月31日签署的行政令，美国从8月7日开始对 印度输美商品征收25%的关税。与8月6日公布的额外关税叠加后， ...

Group 1: Market Overview - Alibaba and Pinduoduo, among other Chinese concept stocks, are set to announce their earnings [1] - The U.S. stock market experienced mixed results, with the Dow Jones increasing by 1.53% and the Nasdaq decreasing by 0.58% [1] - Key economic indicators to watch include the U.S. Personal Consumption Expenditures (PCE) for July, which will influence future interest rate decisions by the Federal Reserve [1][2] Group 2: Economic Indicators - The U.S. monetary market anticipates a 89% chance of a rate cut in September following Powell's remarks on the labor market [2] - Upcoming data releases, including July durable goods orders and August consumer confidence surveys, will provide insights into the U.S. economic situation [3] - HSBC economists predict a revision of the second-quarter GDP growth rate from 3.0% to 3.2% [3] Group 3: Commodity Prices - International oil prices saw their first weekly increase in three weeks, with WTI crude rising by 2.71% to $63.66 per barrel and Brent crude increasing by 2.85% to $67.73 per barrel [4] - Gold prices rebounded, with COMEX gold futures for August rising by 1.15% to $3374.40 per ounce, driven by increased expectations for a rate cut [5] Group 4: European Economic Outlook - ECB President Lagarde expressed growing concerns about the EU's economic outlook, despite first-quarter growth exceeding expectations [6] - Upcoming German Ifo business climate index and other consumer confidence surveys will provide further insights into the European economy [6][7] - The UK reported a 3.8% inflation rate in July, the fastest increase in a year and a half, raising concerns about potential monetary policy adjustments [7]

Core Viewpoint - Italian postal company has officially suspended parcel shipments to the United States starting August 23, while still accepting non-goods mail to the U.S. [1] Group 1: Company Actions - The Italian postal company announced the suspension of parcel shipments to the U.S. effective August 23 [1] - The company will continue to accept mail that does not contain goods for delivery to the U.S. [1] Group 2: Regulatory Changes - U.S. President Trump signed an executive order on July 30, which will suspend tax exemptions for imported parcels valued at $800 or less starting August 29 [1] - According to the details of the recent U.S.-EU trade agreement announced on August 21, parcels sent from the EU to the U.S. will be subject to a 15% tariff, similar to most EU products exported to the U.S. [1]

美股暴涨 8月22日晚间，美股全线暴涨，道指涨近1000点，纳指涨约2%，标普500指数涨 约 1.6%。 【导读】两个利好：美联储9月降息预期， 加拿大将取消多项对美报复性关税 中国基金报记者 泰勒 大家周末好！今晚继续关注海外的市场表现，美股暴涨900点！ 鲍威尔表示："失业率和其他劳动力市场指标的稳定，使我们在考虑调整政策立场时可以谨慎行事。然而，由于政策处于紧缩区 间，基准展望和风险平衡的转变可能需要我们调整政策立场。" 中国资产暴涨，中概股指数涨约3%。 黄金价格直线拉升。 美元指数直线跳水，非美货币纷纷大涨。 | 美元指数 | | | | | | | | --- | --- | --- | --- | --- | --- | --- | | 汇 DINIW | | | | | | | | 97.7623 -0.8884 -0.9006% | | | | | | | | 08-22 23:58:08 | | | | | | | | 今井 | 98.6527 | 最高 | 98.8381 | 振幅 | | 1.2307% | | 昨收 | 98.6507 | 最低 | 97.6240 | 波幅 | | ...

Report Summary 1. Industry Investment Rating No specific industry investment rating is provided in the reports. 2. Core Views - Due to the volatile Middle - East situation and fluctuating freight rates, it is recommended to participate in the market with light positions or stay on the sidelines. The current trading environment is complex, with geopolitical conflicts and tariff uncertainties increasing the difficulty of trading [1][3]. - For shipping, the freight rate indices show mixed trends, with some routes down and others up, and the market is affected by the Middle - East situation and trade policies [1]. - In terms of economic data, the eurozone and the US have different performances in PMI indices, which may have an impact on the economic and trade environment [2]. 3. Summary by Related Content Shipping Freight Rate Indices - **NCFI and SCFIS on August 15 - 18**: The Ningbo Export Container Freight Index (NCFI) (composite index) was 1052.5 points on August 18, down 0.1% from the previous period. The Shanghai Export Container Settlement Freight Index (SCFIS) (European route) was 2180.17 points, down 2.5%. The NCFI (European route) was 1188.7 points, down 5.5%. The SCFIS (US West route) was 1106.29 points, up 2.2%, and the NCFI (US West route) was 1042.91 points, down 5.9% [1]. - **SCFI and CCFI on August 15**: The Shanghai Export Container Freight Index (SCFI) was 1460.19 points, down 29.49 points from the previous period. The China Export Container Freight Index (CCFI) (composite index) was 1193.34 points, down 0.6%. The SCFI European route price was 1820 USD/TEU, down 7.2%. The CCFI (European route) was 1790.47 points, down 0.5%. The SCFI US West route was 1759 USD/FEU, down 3.5%, and the CCFI (US West route) was 981.1 points, down 5.9% [1]. Economic Data - **Eurozone in July**: The manufacturing PMI preliminary value was 49.8, higher than the expected 49.7 and the previous value of 49.5. The services PMI preliminary value was 51.2, exceeding the expected 50.7 and the previous value of 50.5. The composite PMI preliminary value was 51, higher than the expected 50.8 and the previous value of 50.6. The SENTIX investor confidence index jumped to 4.5, significantly higher than 0.2 in June and the market - expected 1.1, reaching the highest level since April 2022 [2]. - **China in July**: The manufacturing PMI was 49.3%, down 0.4 percentage points from the previous month, indicating a decline in manufacturing prosperity [2]. - **US in July**: The S&P Global manufacturing PMI preliminary value was 49.5, lower than the expected 52.7 and the previous value of 52.9. The services PMI preliminary value was 55.2, higher than the expected 53 and the previous value of 52.9. The Markit composite PMI preliminary value was 54.6, a new high since December 2024, better than the expected 52.8 and the previous value of 52.9 [2]. Trading Strategies - **Short - term Strategy**: The main contract is weak, and the far - month contract is relatively strong. Risk - takers can try to go long lightly at around 1300 for the 2510 contract and at around 1750 for the 2512 contract. Pay attention to the subsequent market trend, do not hold losing positions, and set stop - losses [3]. - **Arbitrage Strategy**: In the context of international situation volatility, each contract maintains a seasonal logic with large fluctuations. It is recommended to stay on the sidelines temporarily or try with a light position [3]. - **Long - term Strategy**: It is recommended to take profits when the contracts rise, wait for the callback to stabilize, and then judge the subsequent direction [3]. Contract Information - On August 21, the main contract 2510 closed at 1325.0, down 2.49%, with a trading volume of 3.50 million lots and an open interest of 5.43 million lots, an increase of 2566 lots from the previous day [3]. - The daily limit for contracts 2508 - 2606 is adjusted to 18%, the company's margin for contracts 2508 - 2606 is adjusted to 28%, and the daily opening limit for all contracts 2508 - 2606 is 100 lots [3]. Geopolitical Situation - The cease - fire in Gaza may fail again. Israel is only interested in a comprehensive cease - fire agreement, while Hamas has agreed to the latest cease - fire proposal from Egypt and Qatar. As of now, Israel has not responded to Hamas' agreement [3][4]. - The Sino - US tariff extension negotiation has no substantial progress, and the tariff war has evolved into a trade negotiation issue between the US and other countries [3].