Core Insights - Economists indicate that U.S. tariffs have negatively impacted the confidence of British businesses [1] Group 1 - The imposition of U.S. tariffs has led to a decline in business sentiment among companies in the UK [1] - The negative effects of these tariffs are contributing to broader economic concerns within the UK [1]

Core Viewpoint - The Thai government may require at least 500 billion Thai Baht in economic stimulus measures to address the impact of U.S. tariffs [1] Group 1 - The Thai Finance Minister indicated the necessity for substantial economic stimulus to mitigate external economic pressures [1]

英国央行货币政策委员会委员格林：美国关税对英国而言更具有抑制通胀的风险，而非推动通胀的风 险。 ...

Core Viewpoint - The ongoing impact of U.S. tariffs is affecting the market, leading to a decline in the U.S. dollar index to a three-year low, which may signal a shift in the gold market dynamics [1] Group 1 - The U.S. dollar index has dropped to its lowest level in three years, indicating significant market changes [1] - The persistent influence of tariffs is creating volatility in various sectors, particularly in commodities [1] - There is speculation that the bearish trend in gold may be reversing, suggesting potential opportunities for investors [1]

日本首相石破茂：美国关税不会让日本居民受益。 ...

Core Viewpoint - The company, Disen Co., Ltd. (300335), is currently facing challenges with its stock price remaining low for seven years, prompting questions about potential industry risks and the need for transformation [2]. Group 1: Stock Performance - As of April 11, 2025, Disen Co., Ltd. closed at 4.67 yuan, down 1.27%, with a turnover rate of 3.91%, a trading volume of 150,100 shares, and a transaction value of 70.5645 million yuan [1]. - On the same day, the net inflow of main funds was 3.0459 million yuan, accounting for 4.32% of the total transaction value, while the net inflow of speculative funds was 3.3205 million yuan, representing 4.71% of the total transaction value. In contrast, retail investors experienced a net outflow of 6.3665 million yuan, which made up 9.02% of the total transaction value [2]. Group 2: Business Operations - The company currently does not have any plans to enter the robotics business [2]. - Disen Co., Ltd. has not undertaken any projects related to data centers or server farms [2]. - The company’s equipment is not involved in nuclear fusion applications [2]. - The company has only engaged in foreign exchange hedging business in 2024, achieving an investment income of 304,600 yuan, and has not conducted commodity futures hedging [2]. - The company’s heat pump products are not currently targeting the automotive sector [2]. - There is no separate statistical disclosure regarding the sales share of air energy heat pumps [2]. - The impact of U.S. tariffs on the company is limited, as its overseas business accounts for a small proportion of total operations, and it does not have any agricultural technology business [2].

对美国锂电总体需求预期维持： 电动车需求影响有限：增速预期低且电池实现本土制造。 25年预计10-15%增长，180万辆车，对应动力电池装机130GWh+，需求 170GWh+。电池结构，宁德已将至12%，其余基本为北美制造。此次加税后，中国出口美国动力电池面临82.4%关税，叠加本土制造拥有 10%制造补贴+终端汽车7500美金/辆补贴，经济性远高于进口，因此厂商加速北美建厂。 储能有所影响，但IRR仍有经济性，或双发各自承担。 出口美国储能电池关税当前提升至64.9%，2026年为82.4%。若从中国进口储能系 统，则当前关税下irr为8.2%，而去年为16.9%；若从中国进口储能电芯，其他可实现本土生产，则当前irr为12.8%，而去年为17%。25年2 月末美国大储备案量65GW，其中年内计划并网项目19-20GW，同比翻倍增长，需求仍旺盛，预计美国储能总体需求仍可以有40-50%增 长，且北美缺乏铁锂电池产能，依旧依赖中国企业，双方或协商各自承担一定关税。 1.美国锂电需求： 宁德占比已下降至12%： 松下、LG新能源占据美国主要份额，宁德时代市占率12%。从电池供应结构看，松下、LG新能源占据主要 ...

意大利总理梅洛尼：意大利政府计划动用欧盟140亿欧元的新冠疫情后复苏资金，帮助企业应对美国关 税的负面影响。 ...

Group 1 - The UK Chancellor Reeves stated that US tariffs have a "huge impact" on the global economy [1] - The market is operating "effectively" and the banking sector is described as "resilient" [1] - The UK will not remain passive but will take decisive action [1] Group 2 - There is a necessity for pragmatism in pursuing the best deal with the US [1] - Discussions have been held with counterparts from Canada, Ireland, France, and other countries [1]