Group 1 - The new tariffs will take effect on August 1, with the rate on Canadian goods increasing from 25% to 35% [1] - The "reciprocal tariffs" set by the Trump administration range from 10% to 41% for various countries and regions [2] - A 50% general tariff will be imposed on imported semi-finished copper products and copper-intensive derivatives starting August 1 [3] Group 2 - The new tariffs are part of efforts to boost domestic industries and address "trade imbalances" following previous tariffs on steel and aluminum [3] - The White House has indicated that these copper tariffs will not be combined with additional tariffs on automobile imports [3] - There is a requirement for 25% of high-quality copper scrap and raw copper products to be sold domestically, although this is not expected to have a significant short-term impact [3]

白宫在声明中指出，此次加税是"为应对加拿大持续的不作为和报复行为"，并称总统"认定有必要以提 高税率的方式，有效应对当前的紧急局势"。 白宫方面还表示，该举措是特朗普政府近期一系列关税调整的一部分。此前，白宫还发布行政令，对部 分国家重新设定"对等关税"税率标准：行政令附件1中列明国家将适用个别税率，未列明国家则统一适 用10%的税率；如有国家或地区通过第三地转运方式规避关税，其商品将被征收40%的转运税。 本文转自"智通财经"，智通财经编辑：刘家殷。 据央视新闻，当地时间7月31日，美国总统特朗普签署行政令，确定了对多个国家和地区征收的"对等关 税"税率，具体税率从10%至41%不等。 白宫：特朗普已签署行政令 将对加拿大关税税率上调至35% 据央视新闻，当地时间7月31日，白宫表示，美国总统特朗普已签署行政令，将对加拿大的关税税率从 25%上调至35%，新关税将于8月1日生效。 ...

编辑：陈璐 责编：王光建 审核：李奇 原标题：特朗普签署行政令 确定新"对等关税" 税率自10%至41%不等 央视新闻消息，当地时间7月31日，美国总统特朗普签署行政令，确定了对多个国家和地区征收的"对等 关税"税率，具体税率从10%至41%不等。 ...

据央视新闻，当地时间7月31日，白宫表示，美国总统特朗普已签署行政令，将对加拿大的关税税率 从25%上调至35%，新关税将于8月1日生效。 白宫在声明中指出，此次加税是"为应对加拿大持续的不作为和报复行为"，并称总统"认定有必要以 提高税率的方式，有效应对当前的紧急局势"。 白宫方面还表示，该举措是特朗普政府近期一系列关税调整的一部分。此前，白宫还发布行政令， 对部分国家重新设定"对等关税"税率标准：行政令附件1中列明国家将适用个别税率，未列明国家则 统一适用10%的税率；如有国家或地区通过第三地转运方式规避关税，其商品将被征收40%的转运 税。 据央视新闻，当地时间7月31日，美国总统特朗普签署行政令，确定了对多个国家和地区征收的"对 等关税"税率，具体税率从10%至41%不等。 白宫：特朗普已签署行政令 将对加拿大关税税率上调至35% ...

Group 1 - The U.S. has increased tariffs on Canada from 25% to 35%, effective August 1 [1] - The Canadian dollar stabilized around 1.3850 against the U.S. dollar, nearing a 10-week low following the announcement [2] - The U.S. will impose a uniform 10% tariff on countries not specifically listed in the new tariff regulations [2] Group 2 - Goods covered under the USMCA (United States-Mexico-Canada Agreement) are exempt from the new tariffs on Canadian products [2] - Goods rerouted to avoid the 35% tariff will incur a 40% transshipment tariff [2] - The U.S. is applying tariffs ranging from 10% to 41% on various countries, with specific rates such as 40% on Myanmar and Laos, 39% on Switzerland, and 20% on Vietnam [2]

美国白宫：新的对等关税税率将于周五生效。 ...

2025.07. 31 本文字数：2578，阅读时长大约4分钟 作者 | 第一财经 高雅 美国将在8月1日恢复征收所谓"对等关税"，当前特朗普政府仍在与多个经济体进行最后时刻的谈 判。 | 贸易伙伴 | 宣布日期 | 协议后的关税率 | 协议前的关税率 | | --- | --- | --- | --- | | 英国 | 5月8日 | 10% | 25% | | 越南 | 7月2日 | 20% | 46% | | 印度尼西亚 | 7月15日 | 19% | 32% | | 菲律宾 | 7月22日 | 19% | 20% | | 日本 | 7月23日 | 15% | 25% | | 欧盟 | 7月27日 | 15% | 30% | | 韩国 | 7月31日 | 15% | 25% | 贸易谈判进展 在4月2日宣布实施所谓"对等关税"政策后，特朗普政府实施了为期90天的暂停期，原定于7月9日到 期。但为推进贸易协议谈判进程，特朗普本月再次延长了这一暂停期，将最后期限设定在8月1日。 据央视新闻，当地时间7月30日，美国总统特朗普表示，美国已与韩国达成"全面完整"的贸易协 议。美国将对韩国征收15%的关税。韩国将对 ...

Core Viewpoint - The article discusses the impending implementation of higher tariffs by the Trump administration on various countries that fail to reach trade agreements by the August 1 deadline, highlighting the urgency and potential impact on major trade partners like Canada and Mexico [1][2]. Group 1: Tariff Implementation - Trump is set to sign an executive order on July 31 to impose higher tariffs on countries that do not reach trade agreements by August 1, affecting major trade partners including Canada and Mexico [1]. - Since the initial announcement in April, Trump has extended the deadline for tariff implementation twice, but the White House has now stated that the August 1 deadline will not be postponed again [1][2]. - The tariffs range from 10% to 50%, with specific rates announced for different countries, such as 35% on Canadian imports and 30% on Mexican imports [3][4]. Group 2: Trade Negotiations - Despite the impending tariffs, U.S. Commerce Secretary stated that negotiations would continue even after the tariffs take effect [2]. - Canadian officials are actively seeking favorable trade agreements with the Trump administration, emphasizing their commitment to negotiating terms [3]. - Mexican President expressed hope for reaching an agreement before the deadline, indicating a willingness to communicate with Trump if necessary [5].

美欧二季度GDP均好于预期，美联储按兵不动 市场分析 关注国内重要会议。上半年国内经济仍具韧性，中国上半年GDP同比增长5.3%，高于全年预期目标5%，财政发力 和"抢出口"现象为上半年经济数据提供支撑，但也对应着政策迫切性有所下降。中国6月出口表现亮眼，中美关税 缓和下，新一轮"抢出口"支撑需求；中国6月社零同比增速放缓至4.8%，主要受部分地区"两新"政策补贴断档拖累， 后续政策补贴有望继续下达支撑国内消费。投资方面，基建投资和制造业投资均明显回落，整体固定投资走弱， 地产销售走弱对整个地产链条拖累风险仍存。7月30日，中共中央政治局召开会议，分析研究当前经济形势和经济 工作，明确提出要落实落细更加积极的财政政策和适度宽松的货币政策，依法依规治理企业无序竞争，积极稳妥 化解地方政府债务风险等一些列政策指引。中央财政将设立共同财政事权转移支付项目"育儿补贴补助资金"，各 地将在8月下旬陆续开放育儿补贴申领。 "反内卷"的进展跟踪。7月以来，中央财经委、工信部等部门再次强调治理企业低价无序竞争，15日中钢协召开钢 铁工业规划部长会，研究建立产能治理新机制，光伏、锂电池、汽车、钢铁等行业"反内卷"政策预期升温， ...

Group 1: Report Industry Investment Rating - The investment strategy for soybeans and peanuts is neutral [4][5] Group 2: Report's Core View - Under the continuation of Sino - US tariff policies, the oilseed market is oscillating. The soybean supply is expected to remain loose, and the peanut market is generally weak with low downstream consumption and cautious middlemen [1][3][4] Group 3: Summary by Related Contents Soybean Market - **Futures and Spot Prices**: The closing price of the soy - one 2509 contract was 4153.00 yuan/ton, up 9.00 yuan/ton (+0.22%) from the previous day. The edible soybean spot basis was A09 + 147, down 9 (-32.14%) from the previous day. On Tuesday, CBOT soybean futures fell for the third consecutive day, with the benchmark contract down 0.3%. Northeast soybean prices were stable, with remaining grain mostly consumed and limited trader inventories [1][2] - **Market Factors**: The Sino - US negotiation result maintained the previous "reciprocal tariff" rate, and the US soybean export expectation had no substantial change. The soybean crop in the Northeast was growing well, and the supply was expected to be loose [3] Peanut Market - **Futures and Spot Prices**: The closing price of the peanut 2510 contract was 8106.00 yuan/ton, up 4.00 yuan/ton (+0.05%) from the previous day. The average peanut spot price was 8580.00 yuan/ton, down 40.00 yuan/ton (-0.46%) month - on - month. The spot basis was PK10 + 94.00, down 4.00 (-4.08%) month - on - month. The domestic peanut market was oscillating slightly downward, with the average price of common peanuts at 4.29 yuan/jin [4] - **Market Factors**: The peanut market was generally weak, with a sluggish downstream consumption environment, light trading, increased operating difficulties for middlemen, and strong risk - aversion sentiment [4]