特朗普7月底宣布，对印度输美商品征收25%的关税并实施其他"惩罚"。根据白宫8月6日发布的消息， 特朗普又签署行政令，决定以印度"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。这将使得美国对印关税税率高达50%。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。 原标题：回击特朗普"死亡经济体"说法？莫迪：印度正"快速迈向"世界前三大经济体行列 编辑：杨四海 责编：吴光亮 审核：廖异 据《印度斯坦时报》报道，莫迪在活动上讲话时称，"我们正快速迈向世界前三大经济体行列。这种速 度源于改革、执行和转型的精神，源于明确的目标和真诚的努力"。《印度斯坦时报》对此解读称，莫 迪似乎是在回击美国总统特朗普关于"印度是'死亡经济体'"的说法。 据彭博社等媒体此前报道，莫迪8月2日曾呼吁民众购买本土产品，以在全球不确定性加剧之际减轻印度 经济所受冲击。 环球网消息，综合《印度斯坦时报》等媒体10日报道，印度总理莫迪在班加罗尔参加一场活动时称，印 度正"快速迈向"世界前三大经济体行列。 莫迪在班加罗尔参加一场活动时讲话的画面 图源：外媒 ...

Core Viewpoint - Shunlong Holdings (00361) anticipates a loss of approximately HKD 14.6 million for the six months ending June 30, 2025, representing an increase in loss of about 1825% compared to the loss for the six months ending June 30, 2024 [1] Group 1: Financial Performance - The company is facing a significant increase in losses due to adverse market conditions in the golf ball sector [1] - The anticipated loss of HKD 14.6 million marks a substantial deterioration in financial performance compared to the previous year [1] Group 2: Impact of Tariffs - The U.S. significantly raised tariffs on imported goods at the beginning of 2025, creating a more turbulent market environment for the company [1] - High tariffs imposed by the U.S. on exports from China have negatively impacted the company's business, particularly as it primarily trades with U.S. clients [1] - Major clients have begun to shift orders or suspend shipments to avoid immediate payment of substantial tariffs [1] Group 3: Temporary Relief Measures - In April 2025, the U.S. temporarily reduced the tariff rate on Chinese goods from as high as 145% to 30%, providing a 90-day period for trade negotiations [1] - This reduction allowed the company to resume deliveries of previously suspended shipments based on client instructions, although sales still experienced a significant decline due to the tariffs [1]

Core Viewpoint - Shunlong Holdings (00361) anticipates a loss of approximately HKD 14.6 million for the six months ending June 30, 2025, representing an increase in loss of about 1825% compared to the loss for the same period ending June 30, 2024 [1] Group 1: Financial Performance - The company is facing a significant increase in losses due to adverse market conditions in the golf ball sector [1] - The anticipated loss of HKD 14.6 million marks a substantial deterioration in financial performance compared to the previous year [1] Group 2: Impact of Tariffs - The U.S. has significantly raised tariffs on imported goods at the beginning of 2025, adversely affecting the company's operations [1] - The high tariffs imposed on exports from China have led to major clients shifting orders or pausing shipments to avoid immediate payment of substantial tariffs [1] - In April 2025, the U.S. temporarily reduced the tariff rate on Chinese goods from as high as 145% to 30%, providing a 90-day period for trade negotiations, which slightly alleviated the situation [1] Group 3: Sales Impact - Despite the temporary tariff reduction, the company's sales have still experienced a significant decline due to the ongoing tariff impacts [1] - The company was able to resume some previously suspended shipments based on client instructions, but the overall sales performance remains severely affected [1]

Group 1 - The U.S. government has implemented new tariffs on imported goods from multiple trade partners, effective August 7, impacting the fertilizer market significantly [1] - Morocco, Saudi Arabia, and Egypt, major suppliers of phosphate fertilizers to the U.S., will face a 10% tariff, while Jordan and Israel will incur a 15% tariff [1] - Saudi Arabia exported 519,000 tons of ammonium phosphate to the U.S. from January to May 2025, accounting for 54.7% of total U.S. ammonium phosphate imports [1] Group 2 - Trinidad and Tobago, the second-largest ammonia supplier to the U.S. after Canada, will face a 15% tariff, but the market impact is expected to be limited [2] - Algeria's granular urea will be subject to a 30% tariff, while Nigeria will face a 15% tariff, both being significant suppliers to the U.S. fertilizer market [1] - The price assessment for diammonium phosphate in New Orleans is between $785 and $800 per short ton, while urea is priced at $455 to $465 per short ton [2]

Group 1 - The U.S. government has implemented new tariffs on imported goods from multiple trade partners, effective August 7, impacting the fertilizer market significantly [1] - Major suppliers of phosphate fertilizers to the U.S., including Morocco, Saudi Arabia, and Egypt, will face a 10% tariff, while Jordan and Israel will incur a 15% tariff [1] - Saudi Arabia exported 519,000 tons of ammonium phosphate to the U.S. from January to May 2025, accounting for 54.7% of total U.S. ammonium phosphate imports [1] Group 2 - Trinidad and Tobago, a key source of ammonia for the U.S., will face a 15% tariff, but the market impact is expected to be limited due to the relatively low rate [1] - Algeria's granular urea will be subject to a 30% tariff, while Nigeria will face a 15% tariff, both being significant suppliers to the U.S. fertilizer market [1] - The new tariffs may lead to shifts in trade flows, requiring affected countries to adapt to these changes [1] Group 3 - Canada, Mexico, and China are subject to separate regulations and negotiations, with Canada’s potash trade governed by the USMCA, thus unaffected by the new tariffs [2] - Brazil will face a total tariff rate of 50% on certain exports, but some fertilizer products have been exempted from these tariffs after negotiations [2] - As of July 31, 2023, the assessed prices for ammonium phosphate in New Orleans range from $785 to $800 per short ton, while urea prices are between $455 and $465 per short ton [2]

Core Viewpoint - The United States has imposed a 39% tariff on goods imported from Switzerland, effective August 7, significantly impacting Swiss exports and prompting negotiations between the two countries [1][3][5]. Group 1: Tariff Impact on Swiss Economy - Approximately 18% of Swiss exports go to the U.S., with nearly 60% of these exports affected by the new tariff [3][10]. - The Swiss government expressed that the tariff creates immense pressure on the export-oriented Swiss economy and is currently in discussions with the U.S. to mitigate the impact [3][4]. - The Swiss mechanical and electrical engineering industry association warned that prolonged high tariffs could lead to a halt in exports to the U.S., urging the government to continue negotiations [4][10]. Group 2: Specific Company Responses - Pilatus, a Swiss aircraft manufacturer, announced a suspension of aircraft deliveries to the U.S. due to the high tariffs, which significantly affect its sales as nearly 50% of its revenue comes from the U.S. market [7][8]. - The company indicated that if trade tensions persist, it may consider reducing working hours or cutting jobs, while also looking to expand production in the U.S. to mitigate the impact of tariffs [8][9]. Group 3: Broader Economic Consequences - The tariff is expected to have a substantial negative effect on the Swiss economy, potentially reducing GDP by 0.3% to 1% [9]. - The Swiss watch industry, which accounts for 16.8% of its global exports to the U.S., is particularly vulnerable, with annual sales valued at approximately 4.4 billion Swiss francs [10]. - Economiesuisse, a major Swiss business lobbying group, criticized the 39% tariff as unreasonable and a heavy burden on Swiss exporters [10].

（央视财经《第一时间》）美国对印度尼西亚输美商品征收19%的关税7日生效。印尼虾农协会主席警 告，作为全球主要的虾类产品出口国，关税或导致今年出口总量暴跌30%，百万从业者面临关税威胁。 美国是印尼虾类产品的最大出口市场，面对19%的高额关税，印尼虾农对未来的发展感到担忧。 印度尼西亚虾农 丹尼·莱昂纳多：生存不是问题，这一点上我还是乐观的，总会有需求和供应。但贸易 增长才是大问题，我对此并不乐观。除非印尼政府采取行动，加强与国内行业协作、扩大国际贸易合 作、制定有效的发展计划，否则我们的发展将受到阻碍。 转载请注明央视财经 编辑：王昕宇 在印度尼西亚爪哇岛西南端的大片虾养殖场，虾农莱昂纳多原本打算今年扩建约100个新虾池，但当美 国4月发出关税威胁后，美国的订单迅速减少，他不得不重新考虑这一计划。莱昂纳多表示，关税给虾 农的生意带来巨大损失。 印度尼西亚虾农 丹尼·莱昂纳多：最大的影响是在发展机会上，现在我们的发展机会因关税严重受阻。 所以，在美国对印尼出口施压的情况下，大家都在积极寻找多元化的新机会以减少对美国市场的依赖程 度。这个关税不仅是向我们征收，也是在向美国民众征收。因此，他们的购买力会下降，结果 ...

Core Points - The United States has implemented a 39% tariff on goods imported from Switzerland, effective August 7, which is causing significant pressure on the export-oriented Swiss economy [1] - Approximately 18% of Swiss exports go to the United States, with nearly 60% of these exports affected by the new tariff [1] - The Swiss government is actively negotiating with the U.S. to reduce the tariffs and is currently not considering retaliatory measures [1] - The Swiss mechanical and electrical engineering industry has expressed concerns that prolonged high tariffs could lead to a stagnation of Swiss technology exports to the U.S. [1] - The Swiss government has expressed regret over the U.S. tariff policy, noting a significant deviation from a joint statement draft reached after months of negotiations [1]

Group 1 - The U.S. has imposed a 25% punitive tariff on India, primarily targeting oil purchases from Russia, leading to an overall tariff rate of 50% on Indian exports [1] - India has reduced its oil imports from Russia by 2% year-on-year, importing 380.5 million barrels from January to July, while increasing imports from the U.S. by 50% to 60.7 million barrels [1] - The increase in tariffs may disrupt India's key supply chains, particularly in the gem and jewelry sector, which exports $10 billion to the U.S., accounting for 30% of its total exports [2] Group 2 - Modi's government is facing pressure due to Trump's demands for India to open its dairy and genetically modified corn markets, which are critical to Indian agriculture [2] - The potential increase in import costs from Gulf countries could rise by $5 billion, risking domestic inflation [1] - Brazil is also affected by the tariffs and is in discussions with India on how to collectively respond to U.S. tariffs [2]

Core Viewpoint - Gold prices have shown volatility, recently bouncing back to $3,400 after dipping to $3,268, indicating a fluctuating market sentiment and the ongoing struggle between bullish and bearish investors [1] Market Sentiment - The market sentiment has cooled significantly compared to the first quarter, with many investors waiting for gold prices to drop to around $700 to buy in, similar to those who previously waited for prices to reach $600 and $500 [1] Investor Behavior - Short sellers are actively seeking reasons to justify their positions, believing that if the Federal Reserve implements rate cuts, gold prices will plummet due to the principle of "buy the rumor, sell the news" [1]