中华人民共和国商务部（以下简称商务部）于2025年6月26日收到烟台双塔食品股份有限公司、烟 台东方蛋白科技有限公司、九江天泰食品有限公司、山东健源生物工程股份有限公司、烟台鼎丰生物科 技有限公司、优承生物科技（烟台）有限公司（以下称申请人）代表国内豌豆淀粉产业正式提交的反倾 销调查申请，申请人请求对原产于加拿大的进口豌豆淀粉进行反倾销调查。商务部依据《中华人民共和 国反倾销条例》有关规定，对申请人的资格、申请调查产品的有关情况、中国同类产品的有关情况、申 请调查产品对国内产业的影响、申请调查国家的有关情况等进行了审查。 【发布单位】贸易救济局 【发布文号】商务部公告2025年第41号 【发文日期】2025年08月12日 一、立案调查及调查期 自本公告发布之日起，商务部对原产于加拿大的进口豌豆淀粉进行反倾销立案调查，本次调查确定 的倾销调查期为2024年1月1日至2024年12月31日，产业损害调查期为2021年1月1日至2024年12月31日。 二、被调查产品及调查范围 根据申请人提供的证据和商务部的初步审查，申请人豌豆淀粉的合计产量符合《中华人民共和国反 倾销条例》关于申请人资格的规定。同时，申请书中包含 ...

人民财讯8月12日电，2024年9月14日，商务部(以下称调查机关)发布2024年第38号公告，决定对原产于 加拿大、日本和印度的进口卤化丁基橡胶(以下称被调查产品)进行反倾销立案调查。经调查，调查期内 自印度进口被调查产品数量占同期中国进口卤化丁基橡胶总量的比例低于3%。根据《反倾销条例》第 九条和第二十七条规定，调查机关认定该进口数量属可忽略不计，决定终止对原产于印度的进口被调查 产品的反倾销调查。 调查机关初步认定，原产于加拿大和日本的进口被调查产品存在倾销，国内卤化丁基橡胶产业受到实质 损害，而且倾销与实质损害之间存在因果关系。根据规定，调查机关决定采用保证金形式实施临时反倾 销措施。自2025年8月14日起，进口经营者在进口原产于加拿大和日本的卤化丁基橡胶时，应依据初裁 决定所确定的各公司的保证金比率向中华人民共和国海关提供相应的保证金。 ...

人民财讯8月12日电，商务部公告，自公告发布之日起，商务部对原产于加拿大的进口豌豆淀粉进行反 倾销立案调查，本次调查确定的倾销调查期为2024年1月1日至2024年12月31日，产业损害调查期为2021 年1月1日至2024年12月31日。 ...

农产品早报 2025-08-11 五矿期货农产品早报 五矿期货农产品团队 从业资格号：F0273729 交易咨询号：Z0002942 邮箱：wangja@wkqh.cn 从业资格号：F03116327 交易咨询号：Z0019233 邮箱:yangzeyuan@wkqh.cn 从业资格号：F03114441 交易咨询号：Z0022498 电话：010-60167188 邮箱：sxwei@wkqh.cn 王俊 组长、生鲜研究员 上周五夜盘美豆小幅下跌，天气较好及美豆缺乏中国买船持续施压，豆粕则因缺乏美豆买船巴西报价强 势获得成本支撑，目前运行在保本价附近。周末国内豆粕现货稳定，华东报 2910 元/吨，上周豆粕成交 较好，提货小幅回落，下游库存天数小幅上升 0.32 天至 8.37 天。据 MYSTEEL 统计上周国内压榨大豆 217.75 万吨，本周预计压榨 236.95 万吨。 杨泽元 白糖、棉花研究员 美豆产区未来两周降雨预计偏好。巴西方面，升贴水上涨后近两日稳定。总体来看，美国大豆处于低估 值、供大于求状态，暂未出现明确的方向性驱动，近期持续未有利好提供导致美豆可能试探前低水平。 国内大豆进口成本则处于因 ...

智通财经8月4日电，2025年8月1日下午，中国纺织品进出口商会召开欧盟尼龙纱线反倾销调查应诉协调 会。商务部贸易救济调查局、福建、浙江、江苏、广东、四川、河南省商务厅以及厦门市商务局领导， 四川省贸易摩擦工作站负责人，涉案企业代表和律师参加会议。 纺织商会召开欧盟尼龙纱线反倾销调查应诉协调会 ...

Group 1 - The European Commission announced an anti-dumping investigation against polyamide yarns originating from China, initiated by the Ad Hoc Coalition of European Producers of Yarns of Polyamide [1] - The investigation period for dumping is set from July 1, 2024, to June 30, 2025, while the injury investigation period spans from January 1, 2022, until the end of the dumping investigation period [1] - The preliminary ruling for this case is expected to be made within 7 months, with a maximum extension of up to 8 months [1]

Core Viewpoint - Thailand's Ministry of Commerce has initiated an anti-dumping investigation into polyamide films originating from mainland China, Taiwan, and Indonesia in response to applications submitted by domestic companies [1] Group 1 - The announcement was made on July 30 by Thailand's Department of Foreign Trade [1] - The investigation targets polyamide films, which are used in various industrial applications [1] - The decision reflects the Thai government's efforts to protect local industries from potential unfair trade practices [1]

Group 1 - The Eurasian Economic Commission has initiated an anti-dumping investigation against high-density polyethylene originating from Azerbaijan, following a request from companies within the Eurasian Economic Union [1] - The investigation pertains to solid primary forms of polyethylene with a density of no less than 0.94 grams per cubic centimeter, classified under the Eurasian Economic Union tariff codes 3901209001 and 3901209009 [1]

Group 1 - The core point of the article indicates that the U.S. has found that its steel industry is being harmed by certain steel imports, leading to an anti-dumping investigation [1] - The investigation specifically targets steel imports from Vietnam and other countries [1]

1. Report Industry Investment Rating No relevant content provided. 2. Core Viewpoints Market Analysis - Overseas consumption remains at a high level, with India continuing to show significant growth. From January to May 2025, overseas crude steel production totaled 35,151 million tons, a year-on-year decrease of 0.8%, but a year-on-year increase of 0.3% in May. Overseas crude steel consumption totaled 40,416 million tons, a year-on-year increase of 1.5%. From January to June, China's net exports of crude steel equivalent totaled 5,266 million tons, a year-on-year increase of 20.6% [4]. - Domestic steel exports have increased significantly, while domestic demand remains stable, leading to strong demand for raw materials. From January to June 2025, domestic crude steel production totaled 55,152 million tons, a year-on-year increase of 0.4%. Crude steel consumption totaled 48,481 million tons, a year-on-year increase of 0.7%. In June, both production and consumption of domestic crude steel showed positive trends. In the first half of the year, China's net exports of crude steel equivalent totaled 6,362 million tons, a year-on-year increase of 21.3%. In June, the total of crude steel production and exports reached 9,621 million tons, a year-on-year increase of 5.4%. During the same period, domestic pig iron production totaled 44,865 million tons, a year-on-year increase of 3.1%, and iron ore consumption increased by 2,198 million tons [4]. - The supply of iron elements is tight, and inventory is at a medium level. From January to June, domestic steel consumption remained resilient. In June, domestic crude steel consumption increased by 3.3% year-on-year, and net exports of crude steel equivalent increased by 22.1%. The total of domestic demand and exports in June decreased month-on-month but increased significantly year-on-year. In the first half of the year, steel mills adopted a production - based - on - sales strategy, and steel inventory continued to decline. Currently, the total iron ore inventory is at a medium level, and steel and scrap steel inventories are at low levels. In the short term, the iron ore market remains in a tight - balance state [5][6]. - The supply of carbon elements is relatively tight due to decreased production and imports. Since the beginning of this year, the supply of carbon elements has been significantly affected by domestic production and imports, and the market is in a tight - balance state. The inventory of carbon elements has been continuously decreasing. After the Spring Festival, the de - stocking trend of carbon elements was stronger than in previous years. From mid - June, with the continuous decline in coking coal supply and strong domestic steel consumption and exports, the inventory of coking coal and carbon elements began to decline, and the coking coal price continued to rebound [7]. Strategy - The annual outlook suggests that the rate of iron ore inventory accumulation will narrow, and the supply and demand of coking coal and coke will remain in a tight - balance state [8]. 3. Summary by Directory 2025 1 - 5 Global Steel Industry Supply and Demand Analysis Overseas Consumption Remains High, India Continues to Grow Significantly - From January to May 2025, overseas crude steel production totaled 35,151 million tons, a year-on-year decrease of 0.8%, but a year-on-year increase of 0.3% in May. Overseas crude steel consumption totaled 40,416 million tons, a year-on-year increase of 1.5%. From January to June, China's net exports of crude steel equivalent totaled 5,266 million tons, a year-on-year increase of 20.6% [16]. - From January to May 2025, overseas total iron production totaled 22,055 million tons, a year-on-year decrease of 0.5%, and iron ore consumption decreased by 178 million tons. In May, overseas total iron production increased by 1.8% year-on-year. From January to May, overseas scrap steel consumption totaled 16,611 million tons, a year-on-year decrease of 1.3% [21]. Domestic Demand Remains Stable, Exports Increase Significantly, and Raw Material Demand Remains Strong - From January to June 2025, domestic crude steel production totaled 55,152 million tons, a year-on-year increase of 0.4%. Crude steel consumption totaled 48,481 million tons, a year-on-year increase of 0.7%. In June, both production and consumption of domestic crude steel showed positive trends. In the first half of the year, China's net exports of crude steel equivalent totaled 6,362 million tons, a year-on-year increase of 21.3%. In June, the total of crude steel production and exports reached 9,621 million tons, a year-on-year increase of 5.4%. During the same period, domestic pig iron production totaled 44,865 million tons, a year-on-year increase of 3.1%, and iron ore consumption increased by 2,198 million tons [25]. Anti - Dumping Investigations Cause Disturbances, but Exports Remain Resilient - In 2024, China's steel exports exceeded 100 million tons, reaching a new high since 2017. In the first half of 2025, China's steel exports totaled 5,815 million tons, an increase of 475 million tons compared to the same period last year. Among the top 10 export destinations, Vietnam, South Korea, and India saw significant declines in imports from China due to tariff increases. Overall, exports remain strong, and most steel products continue to show growth in exports [32]. Iron Element Supply is Tight, Inventory Remains at a Medium Level Domestic Iron Ore Production Declines Month - on - Month, Supply Decreases Year - on - Year in the First Half - From January to June, the cumulative output of domestic iron ore concentrate powder was 12,862 tons, a year-on-year decrease of 5.0%, continuing the low - supply situation since the second half of last year. It is expected that some production will be replenished in the second half of the year [42]. Iron Ore Supply from Australia and Brazil Increases, Supply from Non - Mainstream Sources Continues to Shrink - From January to June, China's total iron ore imports were 59,255 million tons, a year-on-year decrease of 2.9%. Among them, imports from Australia were 36,417 million tons, a slight year-on-year decrease of 0.1%; imports from Brazil were 11,948 million tons, a decrease of 4.1%. Imports from South Africa and India were 2,050 million tons and 1,337 million tons respectively, with year-on-year changes of + 3.4% and - 46.5%. Imports from other non - Australian, Brazilian, Indian, and South African countries were 7,503 million tons, a year-on-year decrease of 2.0%. Overall, in June, the decline in iron ore imports from Australia and Brazil narrowed, and the supply from non - mainstream sources showed a contraction trend [44]. Domestic Demand Remains Resilient, Exports are Strong, and Iron Element Inventory is at a Medium - Low Level - From January to June, domestic steel consumption remained resilient. In June, domestic crude steel consumption increased by 3.3% year-on-year, and net exports of crude steel equivalent increased by 22.1%. The total of domestic demand and exports in June decreased month-on-month but increased significantly year-on-year. In the first half of the year, steel mills adopted a production - based - on - sales strategy, and steel inventory continued to decline. Currently, the total iron ore inventory is at a medium level, and steel and scrap steel inventories are at low levels. In the short term, the iron ore market remains in a tight - balance state [56][57]. Production and Imports Decrease, Carbon Element Supply is Relatively Tight Falling Prices and Safety Production Measures Lead to a Decrease in Domestic Coking Coal Production - Since 2023, coal production has been affected by frequent coal mine accidents. In order to eliminate safety hazards and strengthen safety production, relevant government agencies have issued a series of coal production safety policies. At the beginning of this year, the impact of coal mine accidents on supply gradually subsided, and domestic coking coal supply quickly recovered, putting pressure on coking coal prices. In June, affected by the continuous decline in coking coal prices, the pressure on coal mine inventory increased, and coking coal production continued to decline. As of July 17, the daily average output of raw coal and clean coal from sample mines was lower than the same period last year [58][60]. Continuous Price Decline Leads to a Decrease in Coking Coal Imports - In the past few years, imports of coking coal from Mongolia and Russia have continued to increase. In 2024, China's net imports of coking coal reached a record high of 12,114 million tons. From January to June this year, China's net imports of coking coal were 5,282 million tons, a year-on-year decrease of 7.36%. Among them, imports from Mongolia decreased by 479 million tons, imports from Russia decreased by 2 million tons, and imports from Australia decreased by 23 million tons. Imports from the United States increased by 206 million tons in the first half of the year, but the import volume was zero in May and June [62][63]. Carbon Element Supply and Demand are in a Tight - Balance State, Inventory Structure is Continuously Optimized - Since the beginning of this year, the supply of carbon elements has been significantly affected by domestic production and imports, and the market is in a tight - balance state. The inventory of carbon elements has been continuously decreasing. After the Spring Festival, the de - stocking trend of carbon elements was stronger than in previous years. From mid - June, with the continuous decline in coking coal supply and strong domestic steel consumption and exports, the inventory of coking coal and carbon elements began to decline, and the coking coal price continued to rebound. Currently, the inventory structure of carbon elements shows a high degree of balance [72]. Re - evaluation of Iron and Carbon Elements Iron Element Supply is Expected to Recover, Iron Ore Inventory will be at a Medium - High Level - In April, overseas consumption was lower than expected, and overseas crude steel production and sales data were revised downwards. It is estimated that overseas crude steel consumption will increase by 1.4% year-on-year in 2025, while crude steel production is expected to decrease by 0.1%. Overseas demand for crude steel imports remains strong, and it is expected to increase by more than 1,350 million tons compared to 2025. Overseas scrap steel consumption is expected to decrease by 679 million tons, and overseas total iron production is expected to increase by 612 million tons, equivalent to an increase of 979 million tons in iron ore consumption. Based on the assumption that domestic steel consumption will increase by 0.4% year-on-year and considering the increase in iron ore imports in the second half of this year, relevant supply assumptions are made [77]. Production Increases, Imports Decrease, Supply and Demand of Coking Coal and Coke are in a Tight - Balance State - Based on the assumption of an increase in crude steel and pig iron production, it is estimated that the consumption of coke (for ironmaking) will increase by 652 million tons in 2025. Considering the poor coking profit in the past, coking plants generally adopt a production - based - on - sales strategy. The annual coke production is expected to increase by 439 million tons. The coke market will remain in a tight - balance state, and inventory will remain at a low level. Given the current decline in domestic coking coal production and a significant decrease in imports, the coking coal market will also be in a tight - balance state, and coking coal inventory is expected to reach a low level [3][7].