中新网北京6月7日电 "全球供应链正因缺乏协同变得愈发支离破碎，对汽车行业冲击尤其明显。在这一 背景下，链博会的举办恰逢其时，对推动全球合作至关重要。" 哈比卜·图尔基还提到，希望通过链博会平台提升赛车运动的知名度与参与度，与更多对汽车运动感兴 趣的公司、组织及人群建立联系。 称赞中国车企创新能力期待深化合作 近年来，中国新能源汽车的飞速发展，为全球汽车产业和国际汽联带来了前所未有的新机遇。 "我看到大量创新源自中国，忽视中国汽车产业的创新能力是短视的。"哈比卜·图尔基直言。 第三届链博会开幕前40天，国际汽车联合会(FIA)首席发展官哈比卜·图尔基到访中国。作为首次参展链 博会的企业代表，他向媒体表示，期待借链博会提升知名度，与更多中国伙伴加深合作关系，加快在华 发展。 贸易碎片化加剧汽车行业亟需建设性对话 当前，贸易保护主义抬头，全球汽车行业遭遇明显冲击。 "我认为供应链碎片化和贸易不确定性上升是汽车行业面临的挑战之一，也对消费者产生了负面影响。 因此，我们必须采取行动，推动政策制定者、消费者和供应商之间展开建设性对话。对话是解决问题的 关键。"哈比卜·图尔基说。 作为"世界一级方程式锦标赛(F1)"等多 ...

Group 1 - The core viewpoint emphasizes that equal respect is the premise for Sino-U.S. interactions, and dialogue and cooperation are the correct choices [1] - The Chinese Ministry of Commerce reiterated its opposition to the U.S. 301 tariffs, labeling them as unilateral trade protection measures that violate multilateral trade rules [1][3] - The U.S. Trade Representative announced an extension of the exemption period for the 301 investigation related to technology transfer from May 31, 2025, to August 31, 2025 [1] Group 2 - Recent developments in Sino-U.S. relations highlight their complexity and importance, with significant events including meetings between officials and actions undermining previous agreements [3][4] - The U.S. has shifted its stance towards China, viewing it as a "global competitor" and implementing various hostile measures, particularly in trade and technology [4][6] - China is accelerating its technological self-sufficiency and domestic substitution strategies in response to U.S. pressures, achieving progress in areas like EDA and aviation engines [4][6] Group 3 - The relationship between the two countries is at a critical juncture, with the new U.S. ambassador to China, Nicholas Burns, tasked with fostering communication and cooperation [6] - Both nations are urged to learn from history and work towards stabilizing their relationship, which is crucial for global peace and development [9] - Key recommendations for improving Sino-U.S. relations include adhering to established principles, returning to equal dialogue, abandoning Cold War mentalities, and enhancing people-to-people exchanges [10]

第二，现在欧洲整体经济前景比较乏力。虽然一季度欧元区增长0.4%，高于前一季度的0.2%，但整体上还是缺乏活力，这也为欧洲央行进一步下调利率提 供了可能性。特别是欧洲央行已经下调了2025年经济增速，所以经济的放缓和停滞也为货币政策刺激提供了空间。 当地时间5日，欧洲央行在德国法兰克福召开货币政策会议，决定将欧元区三大关键利率分别下调25个基点。这是欧洲央行自去年6月启动降息以来第八次下 调利率。欧洲央行为何降息？ 中国国际经济交流中心美欧研究部副部长 张茉楠： 第一，整体来讲，欧洲的通胀有所回落。特别是欧元区现在通胀水平持续下降，欧元区5月通胀率为1.9%，低于4月的2.2%。这也显示出欧洲整体的通胀水 平有所减缓，为进一步的降息提供了空间。 中国国际经济交流中心美欧研究部副部长 张茉楠：关税政策直接影响的是欧洲整体的出口，导致欧洲的经济增长受阻。欧洲制造业竞争力其实比较强，尤 其是汽车、钢铁等关键行业。 但是面对着美国关税大棒的直接冲击，不可避免地导致欧洲对美出口进一步下降，这会影响到欧洲经济的整体增长。所以经合组织（OECD）预测，如果美 国进一步提高关税的话，欧元区的经济增速将会大幅放缓。 另外一方面 ...

不少用材涉及钢铝的体育用品也在涨价。棒球棒、网球拍和曲棍球棍等体育用品也会提价，民众或将减 少在体育运动方面的消费。追踪行业数据的美国体育与健身产业协会发现，低收入家庭在体育运动参与 方面受到的关税政策负面影响最大。 无论是啤酒、可乐、苏打水和气泡水，还是饼干和罐头食品，钢铝关税翻倍后，这些日常食品和饮料都 可能让美国消费者钱包"失血"。 代表罐头制造商和采购商的美国罐头制造商协会会长罗伯特·巴德韦告诉美联社记者，制造商近年来越 发依赖进口材料，数百万个美国家庭依赖罐头食品，他们最有可能为关税带来的物价上涨买单。 迪恩·贝克还说，许多包装食品由钢铝机器设备生产，这意味着饼干等商品也可能会涨价。可口可乐首 席执行官詹姆斯·昆西今年早些时候表示，由于公司的铝罐采购自加拿大，如果铝罐价格上涨，公司将 更重视塑料瓶饮料。 对美国房地产行业而言，钢铝建筑材料的价格上涨最终将进一步推升房价。美国全国住宅建筑商协会在 钢铝关税翻倍前估计，关税政策将使新房的平均成本增加约10900美元。协会主席巴迪·休斯坦言，钢铝 关税翻倍将进一步扰乱建筑材料供应链并加剧商业运营的不确定性，对居民的住房负担能力产生不利影 响。 美国白宫日前 ...

当特朗普政府突然宣布将钢铝关税从25%提升至50%时，这个看似提振美国制造业的决策，瞬间在北美 大陆投下震撼弹。加拿大和墨西哥作为美国钢铁进口的主要来源国，首当其冲成为这场贸易风暴的中 心。数据显示，加拿大90%的钢铁出口依赖美国市场，而墨西哥更是美国钢铁的净进口国，这种针对性 的关税政策暴露出特朗普贸易战的荒谬逻辑。 这场关税风暴的背后，隐藏着更残酷的经济现实。加拿大铝业协会的警告并非危言耸听，50%的关税壁 垒足以摧毁整个产业链的经济可行性。钢铁工人失业潮、工厂倒闭连锁反应、供应链断裂等灾难性场 景，正在从预测转变为迫在眉睫的威胁。更讽刺的是，美国本土制造业同样依赖加拿大优质钢材，这 种"杀敌一千自损八百"的做法，暴露出贸易保护主义的内在矛盾。 欧盟现有的210亿欧元反制清单只是前菜，950亿欧元的预备清单犹如悬在美国出口商头顶的达摩克利斯 之剑。从波本威士忌到佛罗里达橙汁，越来越多的美国特产可能成为贸易战的牺牲品。欧盟委员会发言 人强调的"创造谈判空间"颇具外交智慧，但特朗普政府反复无常的谈判风格，让任何理性对话都充满变 数。这种不确定性本身，就是全球贸易体系的最大毒药。 历史总是惊人地相似，2018年 ...

Group 1: US-China Relations - The recent phone call between the Chinese leader and US President Trump indicates an attempt to ease tensions in US-China relations, with a focus on trade issues [4][5] - The call follows a previous agreement on a 90-day trade truce reached on May 12, but the US continues to impose discriminatory measures against China, complicating negotiations [4][5] - Both sides expressed a desire to manage conflicts and seek new communication methods to avoid serious confrontations [5][6] Group 2: Economic Implications - Trump's trade war aims to protect US industries and reduce trade deficits, but it has led to significant capital flight from US markets and increased volatility [3] - The US national debt has surpassed $36 trillion, raising concerns about the government's ability to service this debt amidst the pressures from the trade war [3] - The call reflects Trump's urgent need to stabilize US-China economic relations to find a way out of the current economic challenges [3][6] Group 3: Taiwan Issue - The Chinese leadership emphasized the importance of the US handling the Taiwan issue carefully to avoid escalating tensions [4][5] - The US has reiterated its commitment to the One China policy, indicating a willingness to respect China's sovereignty [5][6] - The Taiwan issue remains a sensitive topic that could impact the broader US-China relationship [4][5]

Investment consulting business qualification：CSRC License [2012] No. 669 投资咨询业务资格：证监许可【2012】669 号 摘要 Abstract Macro News: Caixin China Services PMI rose to 51.1, and Manufacturing PMI dropped to 48.3 in May. Futures Prices: On June 5, equity index futures rose, while CGB futures had mixed performance. Most commodities declined, with energy & chemical futures leading the declines. Commentary: Coking Coal, Aluminum, Aluminium Oxide 中国期货每日简报 China Futures Daily Note 桂晨曦 Gui Chenxi 从业资格号 Qualification No：F30231 ...

Group 1 - The core viewpoint of the article revolves around the deteriorating relationship between Elon Musk and Donald Trump, highlighting Musk's recent softening stance after a public dispute [1][3][4] - Musk's initial support for Trump has shifted dramatically within a year, indicating underlying tensions that may have been present from the beginning of their relationship [5][18] - The conflict escalated due to Trump's tariff policies and a significant tax and spending bill known as the "Big and Beautiful" act, which Musk publicly criticized [7][9][12] Group 2 - Musk's criticism of Trump's economic policies reflects a broader divide between the "tech right" and the MAGA movement, particularly regarding regulatory approaches and trade policies [21][23] - The article suggests that the relationship between Musk and Trump serves as a barometer for the power dynamics between traditional political figures and emerging tech elites in the U.S. [23]

Group 1 - The core viewpoint is that the threat of increased tariffs by the U.S. on the EU is creating unprecedented uncertainty for industrial companies, particularly affecting order deliveries and investment decisions [1][3][4] - The machinery and industrial equipment sector accounts for approximately 20% of Italy's total exports to the U.S., making it the highest contributing industry [4] - The company, Sacmi Group, emphasizes that relocating production to the U.S. is impractical due to high investment costs and challenges related to labor costs and supply chain maturity [4][6] Group 2 - The unilateral trade protectionist policies of the U.S., especially the imposition of high tariffs, are disrupting global supply chains and forcing companies to adjust their sales strategies [7][9] - As a response to U.S. tariffs, the company has had to increase product prices for American customers, which ultimately harms those customers [7][9] - The complexity of the manufacturing process for highly customized products makes it unfeasible to produce entirely within one country to avoid tariffs [6]

智通财经APP获悉，在通胀率八个月来首次跌破2%关口，且美国关税政策持续冲击经济之际，欧洲央 行于当地时间6月5日宣布下调存款利率25个基点至2%，符合市场普遍预期。这是该行自2024年7月以来 第八次启动降息，进一步释放宽松货币政策信号。 欧洲央行在声明中指出："当前通胀率已接近管理委员会设定的2%中期目标水平。"尽管5月通胀率降至 1.9%的低位，但政策制定者仍保持谨慎态度。声明特别提及，特朗普政府实施的贸易保护主义政策正 对欧洲企业投资和出口造成短期压力，尽管各国政府增加的国防及基建投资或将在中长期为经济增长提 供支撑。 市场反应印证了政策调整的影响：德国十年期国债收益率应声下跌约5个基点至2.48%，显示避险情绪 升温;欧元兑美元汇率在短暂冲高后回落至1.1418，基本持平于降息前水平。货币市场小幅增加对今年 进一步降息幅度的押注，预计总计降息 33 个基点，相当于再次下调 25 个基点且有三分之一概率再下 调。 经济数据显示，欧元区经济放缓趋势愈发明显。本周数据显示 5 月份通胀率降至 1.9%，为 8 个月来首 次跌破 2%，也是 2021 年以来第二次，经济放缓主因服务业价格涨幅放缓，而此前这一 ...