2024年4月27日，秘鲁对原产于中国的金属餐具启动反倾销调查。2025年2月16日，秘鲁对该案作出初裁 （参见第014-2025/CDB-INDECOPI号公告），初步设定最低离岸限价为7.84美元/千克。 据中国贸易救济信息网消息，2025年4月27日，秘鲁发布第058-2025/CDB-INDECOPI号公告，对原产于 中国的厚度不超过1.5毫米的普通金属制成的标准餐具（叉、匙、茶匙和刀）[西班牙语：ubiertos de mesa estándar (tenedor, cuchara, cucharita y cuchillo) de metal común, con un espesor de hasta 1.5 milímetros] 作出反倾销终裁，决定对涉案产品设定最低（FOB）离岸限价7.84美元/千克，若涉案产品的报关价低于 或等于最低离案限价，将征收1.88美元/千克反倾销税，若涉案产品的报关价高于最低离案限价，将不 征收反倾销税；与此同时，废止第014-2025/CDB-INDECOPI号公告确定的临时反倾销措施。措施自公 告发布次日起生效，有效期为五年。涉案产品的秘鲁税号为8211. ...

Core Points - The European Commission has made a preliminary anti-dumping ruling on steel track plates originating from China, imposing a temporary anti-dumping duty of 62.5% on certain products [1] - For steel track plates assembled in track chains, the anti-dumping duty ranges from 50% to 55%, with specific rates for different configurations [1] - The investigation period for dumping is set from July 1, 2023, to June 30, 2024, while the damage investigation period spans from January 1, 2021, to the end of the dumping investigation period [1] Industry Impact - The ruling affects products under CN codes 8426, 8429, 8430, and 8428, which include machine-used steel track plates and conveyor belts [1] - Stakeholders are required to submit requests for hearings within five days and comments on the case within fifteen days following the announcement [1] - The European Commission initiated the anti-dumping investigation on August 23, 2024, indicating ongoing scrutiny of trade practices involving Chinese steel products [1]

基差：一季度螺纹钢和热卷价格整体呈现区间波动走势，一月初价格从低位冲高后，二、三月价格中枢 有所回落。螺纹钢价格波动区间3150-3400元；热卷波动区间为3300-3500元。截止3月末，5月合约螺纹 和热卷价格分别是3200元和3300元。螺纹基差偏强走势，现货偏弱；热卷基差持平走势。跨期价差方 面，5-10价差呈现下跌走势。螺纹5-10价差持续下跌，从-20下跌至-80元/每吨。热卷5-10价差从-10下跌 至-45元每吨。一季度钢材供需矛盾不大，原料双焦价格走弱，钢材需求预期偏弱，影响钢价中枢有所 下移。 供给：产量接近去年高点，考虑去年二季度产量基数高，预计增量压力将在三季度出现。从高频数据看 铁元素产量（铁水+废钢日耗）：一季度产量累计增幅500万吨，预计4月份产量累计增幅1000万吨。考 虑去年5-7月份是高基数，今年上半年的产量增幅大概在1000万吨水平。去年3季度基数低，预计三季度 增量压力凸显，以当前产量平推全年增长3500万吨。 3月策略：螺纹钢和热卷5月波动分别参考3200-3400元区间和3300-3500元区间。 二季度观点：螺纹钢和热卷10月波动分别参考3200-3400元区间和 ...

Core Viewpoint - On March 8, China announced a 100% tariff on canola oil and meal imported from Canada, leading to a surge in domestic canola meal prices. The overall supply of canola and meal in China for 2024 is expected to be substantial, but the recent tariff may impact the trade flow of canola products from Canada and other countries [3][5]. Group 1: Tariff Announcement and Immediate Impact - The State Council's announcement on March 8 included a 100% tariff on specific Canadian imports, including canola oil and meal, marking an unprecedented move in trade relations [5][4]. - Following the tariff announcement, all contracts for canola meal saw a price limit increase on March 10, indicating a strong market reaction [5][3]. Group 2: Historical Context and Trade Dynamics - The article reviews the history of trade tensions between China and Canada, noting that Canada’s canola seed import ban was lifted in May 2022 after three years of restrictions. However, the anti-dumping investigation initiated in September 2024 has yet to yield a ruling [5][8]. - Canada is the largest producer and exporter of canola globally, with China being its primary buyer, accounting for approximately 74% of Canadian canola exports in 2023 [8][9]. Group 3: Supply and Demand Forecasts - The latest forecasts from the AAFC predict a 5% decrease in canola planting area for the 2025/26 season, with a projected yield of 2.08 tons per hectare, leading to an estimated production of 17.5 million tons, a 2% decrease year-on-year [8]. - Canadian canola exports are expected to drop by 27% to 5.5 million tons, while domestic crushing is projected to increase by 4% to 12 million tons, indicating a shift in domestic demand dynamics [8]. Group 4: Alternative Supply Sources - The article discusses potential alternative sources for canola imports, highlighting Australia as the second-largest net exporter of canola, primarily exporting to Europe and some Asian markets [11]. - Russia is identified as a significant supplier of canola to China, with a notable portion of its canola oil exports directed towards the Chinese market [12]. - Ukraine and the EU are also mentioned as potential sources, with Ukraine being the third-largest net exporter and the EU facing a significant import gap despite being a major producer [13][14]. Group 5: Domestic Production Considerations - The article suggests that domestic canola seed crushing could potentially replace imported canola meal, although the current domestic supply primarily consists of non-delivery products [15]. - The narrowing price gap between soybean and canola meal may lead to reduced usage of canola meal in feed if Sino-Canadian relations continue to deteriorate [17].

2 0 2 3年11月开始调查 2023年11月13日，欧委会发布公告，决定对原产于中国的移动式升降作业平台整机和成套散件产品（mobile access equipment, the pre-assembled or ready-to-assemble sections of mobile access equipment）发起反倾销调 查。 日前，欧盟委员会公布了对中国制造并进口到欧盟的高空作业平台征收关税的最终裁决（AD698）。 2024年7月宣布临时关税 2024年7月12日，欧盟委员会发布公告，对原产于中国的移动式升降作业平台（Mobile Access Equipment）作出反倾销初裁，初步裁定对涉案产品征收14.3%～55.3%的临时反倾销税。 | Company | Provisional dumping margin | | --- | --- | | Hunan Sinoboom Intelligent Equipment Co., Ltd. | 55,3 % | | Oshkosh JLG (Tianjin) Equipment Technology Co., Ltd. | 54.5 ...

先给昨晚的关注点做一个更新，今天央行进行了1820亿的1年期MLF操作，中标利率为2.5%，与之前持平，没有出现期盼的降息。 所以今天银地保的表现都不好，地产尤甚，跌了将近2%。说实话我也对降息蛮期待的，因为最新的经济数据显示确实有进一步刺激的必要。比如今天公 布的5月份全国大中城市房价，我把表格转发过来给你们看。 | | 城市 | 环比 | 同比 | 1-5月平均 | | | 环比 | 同比 | 1-5月平均 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | 上年同月 | 上年同期 | | 城市 | | 上年同月 | 上年同期 | | | | 上月=100 | | | | | 上月=100 | | | | | | | =100 | =100 | | | | =100 | =100 | | 北 | 京 | 98.8 | 91.4 | 93.6 | 居 | = | 98.4 | 91.2 | 93.0 | | 天 | 津 | 98.9 | 93.8 | 96.0 | | 奏皇岛 | 99.1 | 92.3 | 93.9 ...