商务部新闻发言人就中美瑞典经贸会谈答记者问。有记者问：6月上旬，中美双方在英国伦敦举行经贸 会谈，达成了伦敦框架。近期有消息称，中美双方很快将举行下一轮经贸会谈。请问商务部是否有最新 消息？答：经中美双方商定，中共中央政治局委员、国务院副总理何立峰将于7月27日至30日赴瑞典与 美方举行经贸会谈。中美双方将按照两国元首6月5日通话重要共识，发挥好中美经贸磋商机制作用，本 着相互尊重、和平共处、合作共赢的原则，继续就彼此关心的经贸问题开展磋商。(商务部) ...

Group 1 - The Chinese government emphasizes the importance of the Yaxia hydropower project, stating it is within China's sovereign territory and aims to accelerate clean energy development and improve local livelihoods while addressing climate change [1] - The project is designed and constructed according to the highest industry standards, with a focus on ecological protection and minimizing impact on sensitive environmental areas [1] - China has engaged in necessary communication with downstream countries regarding the Yaxia hydropower project and is committed to enhancing cooperation to benefit the river basin's population [1] Group 2 - The Chinese government has recently introduced new measures to encourage foreign investment, reflecting its commitment to high-level opening-up and welcoming companies from various countries, including the United States, to participate in China's modernization [2] - There is a noted increase in foreign investment, with a double-digit growth in newly established foreign enterprises in China during the first half of the year [2] - The number of U.S. exhibitors at the recent trade fair in China increased by 15%, indicating continued interest and confidence in the Chinese market despite uncertainties in U.S.-China relations [1][2]

Group 1 - The core viewpoint of the article emphasizes China's commitment to developing clean energy through the Yasha Hydropower Project, which aims to improve local livelihoods and address climate change while adhering to high environmental standards [2] - China has engaged in necessary communication with downstream countries regarding the Yasha Hydropower Project, ensuring that it will not have adverse effects on these regions and promoting disaster prevention and mitigation [2] - The article highlights the positive sentiment among U.S. companies operating in China, with 82% reporting profitability, despite concerns over trade uncertainties and tariffs [4] Group 2 - The Chinese government has introduced new measures to encourage foreign investment, reflecting its determination to promote high-level opening-up and welcoming foreign enterprises, including those from the U.S., to participate in China's modernization [4] - There is a willingness from China to enhance the facilitation of personnel exchanges with India, following India's announcement that Chinese citizens can apply for tourist visas starting July 24, 2025 [5] - The article notes a significant increase in the number of foreign enterprises established in China, with double-digit growth in the first half of the year, indicating strong foreign investor confidence in the Chinese market [4]

郭嘉昆表示，在经贸问题上，中方的立场是一贯明确的，希望美方同中方一道，落实两国元首通话 达成的重要共识，发挥中美经贸磋商机制的作用，在平等、尊重、互惠的基础上，通过对话沟通增 进共识，减少误解，加强合作，推动中美关系稳定、健康、可持续发展。"具体问题请向中方主管部 门询问。"郭嘉昆说。 据北京日报， 外交部发言人郭嘉昆主持例行记者会。彭博社记者提问，美国财长贝森特表示，中美 经贸官员下周将在瑞典斯德哥尔摩进行第三轮贸易磋商，可能会涉及一系列更广泛的话题，包括中 国从俄罗斯和伊朗购买石油的问题。中方能否确认磋商的具体日期？是否愿意与美方讨论购买俄罗 斯和伊朗石油问题？ ...

智通财经7月23日电，外交部发言人郭嘉昆主持例行记者会。彭博社记者提问，美国财长贝森特表示， 中美经贸官员下周将在瑞典斯德哥尔摩进行第三轮贸易磋商，可能会涉及一系列更广泛的话题，包括中 国从俄罗斯和伊朗购买石油的问题。中方能否确认磋商的具体日期？是否愿意与美方讨论购买俄罗斯和 伊朗石油问题？郭嘉昆表示，在经贸问题上，中方的立场是一贯明确的，希望美方同中方一道，落实两 国元首通话达成的重要共识，发挥中美经贸磋商机制的作用，在平等、尊重、互惠的基础上，通过对话 沟通增进共识，减少误解，加强合作，推动中美关系稳定、健康、可持续发展。"具体问题请向中方主 管部门询问。"郭嘉昆说。 美财长称中美第三轮磋商下周在瑞典举行 外交部回应 ...

7月22日，外交部发言人郭嘉昆主持例行记者会。 外交部：望美方同中方一道通过对话沟通增进共识 有记者就美国财长近期关于中美经贸磋商相关言论提问。 对此，郭嘉昆表示，我没有可以提供的具体情况。中国是法治国家，依法处理出入境事务。 外交部：中欧举行领导人会晤 深化对话合作 有记者就即将举行的第二十五次中国—欧盟领导人会晤相关问题提问。 对此，郭嘉昆表示，今年是中国同欧盟建交50周年，也是联合国成立80周年。半个世纪以来，中欧关系已 经成为世界上最具影响力的双边关系之一，中欧合作取得丰硕成果，有力支持彼此的发展进步，为近20亿 中欧人民带来实实在在的福祉，为促进世界和平与发展作出重要贡献，为经济全球化时代互利合作树立了 典范。 郭嘉昆指出，当前中欧关系正处在承前启后，继往开来的重要时刻，既迎来新机遇，也面临新挑战。在目 前国际局势动荡加剧，单边主义、保护主义甚嚣尘上的背景下，中欧举行领导人会晤，加强战略沟通，深 化对话合作，不仅有利于双方，也有利于世界。中方愿同欧方共同努力，通过一次成功会晤，对外发出中 欧致力于加强伙伴关系，共同维护多边主义和开放合作的积极信号。 郭嘉昆表示，在关税问题上，中方立场是一贯和明确的。 ...

智通财经7月22日电，据央视新闻，7月22日，外交部发言人郭嘉昆主持例行记者会。有记者就美国财长 近期关于中美经贸磋商相关言论提问。郭嘉昆表示，在关税问题上，中方立场是一贯和明确的。希望美 方同中方一道，落实两国元首通话达成的重要共识，发挥中美经贸磋商机制的作用，通过对话沟通增进 共识、减少误解、加强合作，推动中美关系稳定、健康、可持续发展。具体情况请向主管部门询问。 外交部：望美方同中方一道通过对话沟通增进共识 ...

Group 1: Precious Metals Market - Gold prices are expected to remain in the range of $3,120 to $3,500, with a low probability of breaking above $3,500 in July due to the absence of interest rate cuts [2][50] - Silver is projected to maintain a high level above $34.50, with potential for new highs driven by expectations of U.S. interest rate cuts in the second half of the year [3][51] - Copper prices are supported at $4.85, with expectations of maintaining a range between $4.85 and $5.30 due to reduced supply and tariff risks [4][51] Group 2: Currency Market - The euro is trading around 1.18300, near its 2021 peak, with potential for a pullback but a long-term bullish outlook remains [5][54] - The British pound has shown an upward trend, with a focus on potential short-term pullbacks due to interest rate cut expectations, while medium-term prospects remain positive [6][55] - The Japanese yen is expected to remain weak, trading in the range of 140.50 to 149.60, due to economic challenges and trade negotiation uncertainties [7][56] Group 3: Commodity Market - Oil prices are likely to fluctuate between $60 and $70, influenced by geopolitical tensions and seasonal demand, despite high supply levels [8][57] - Cocoa prices are expected to remain above $7,500 due to supply shortages driven by adverse weather conditions, with potential impacts from other soft commodities [9][58] Group 4: Equity Market - U.S. stock indices are facing potential pullbacks in July, with the Federal Reserve likely to maintain interest rates, but long-term bullish trends are anticipated due to expected rate cuts later in the year [10][58] - The Nikkei 225 is projected to trade between 38,750 and 41,500, with caution advised due to underlying economic weaknesses and trade negotiation uncertainties [12][59]

本公司具备期货交易咨询业务资格，请务必阅读最后一页免责声明。 冠通期货 每周核心策略推荐 铜 | 品种 | 交易逻辑 | 多空观点 | 操作建议 | | --- | --- | --- | --- | | | 本周沪铜先扬后抑,宏观来看,本周国际市场地缘冲突为主要矛盾,伊以冲突加剧全球经济不确定性,原油价格上涨助推全球通货膨胀速 | | | | | 度,美元指数反弹,压制了有色市场的上涨空间,周三美联储议息仍按兵不动。预计今年仍降息两次共50个基点,目前市场关注伊朗是否 | | | | | 封锁霍尔木兹海峡。若其真正封锁,将对全球经济造成冲击。供给方面,截至2025年6月20日,现货租炼带为-43.70美元/于吨,现货精炼 | | | | | 费为-4.36美分/磅。目前铜冶炼端偏紧预期暂时只反映在数据上,铜供应量依然在走强,库存端全球铜库存去化,其中套利驱使下,伦铜 | | | | | 太幅去化，美铜依然在快速赛库，国内目前银去化幅度较缓。主要系建低净货为主。需求方面，截至2025年4月，电解铜表观消费128.27万 | | | | | 吨,相比上月涨跌-8.97万吨,涨跌幅-6.54%。全球经济不确定性的 ...

Group 1 - The U.S. has lifted export restrictions on Electronic Design Automation (EDA) software to China, indicating progress in the trade agreement framework between the two countries [1][2][3] - The three major EDA suppliers—Synopsys, Cadence, and Siemens—have resumed services to Chinese clients, collectively holding over 74% of the global EDA market and more than 70% of the Chinese market [2][3] - EDA software is crucial for chip design, often referred to as the "mother of chips," and is essential for the design and testing of next-generation semiconductors [2][3] Group 2 - In the 2024 fiscal year, the Chinese market is expected to contribute 16% and 12% to the total revenues of Synopsys and Cadence, respectively [3] - Following the announcement of the export ban, Synopsys suspended its financial guidance for the third quarter and full year of fiscal 2025, leading to a stock price drop of over 11% in late May [3] - The U.S. government has also lifted restrictions on the export of ethane to China, which were previously imposed in response to China's export controls on rare earth materials [6]