Core Viewpoint - The United States has announced new tariffs on solar products imported from Cambodia, Malaysia, Thailand, and Vietnam, with countervailing duties reaching as high as 3403.96% [2]. Group 1: Tariff Details - The U.S. Department of Commerce has set anti-dumping duties ranging from 6.1% to 271.28%, depending on the company and country [2]. - The countervailing duties range from 14.64% to 3403.96%, significantly impacting the solar product supply chain [2]. - Cambodia faces the highest individual company tariff rate of 3521%, reflecting its decision to stop participating in the investigation [2][3]. Group 2: Market Impact - These four Southeast Asian countries supply approximately 77% of solar modules to the U.S., with total exports valued at $12.9 billion last year [2][4]. - The tariffs are expected to benefit U.S. manufacturers but will create uncertainty for U.S. renewable energy developers who rely on affordable foreign supplies [2]. Group 3: Economic Implications - Economists warn that if the current tariff levels remain, the U.S. economy could face a recession, with a 90% probability of GDP shrinking by 4 percentage points [4]. - The impact of tariffs is particularly severe on small businesses, which account for 80% of U.S. employment, potentially leading to widespread retail bankruptcies and a decline in consumer confidence [4].

周末公告，江苏舜天涉嫌造假，2009-2021的财报中累计虚增收入103.33亿，虚增营业成本94亿，虚增 利润9.34亿。 这次事发是因为隋田力的"专网通信业务"窝案被查。所谓专网通信，就是为特定客户提供无线网络服 务。隋田力控制的公司和15家上市公司发展此业务，但其实并没有真正落实，而是虚假内部自循环，买 家卖家的钱互相倒来倒去，虚增业务，把数据做的好看。 哪15家上市公司呢？ 上海电气（SH601727）、 宏达新材（现： ST宏达，SH600152）、 瑞斯康达（603803.SH）、 国瑞科技（300600.SZ）、 中天科技（600522.SH）、 汇鸿集团（600981.SH）、 凯乐科技 （现： *ST凯乐，SH600260）、 中利集团（现： ST中利，SZ002309）、 康隆达 （603665.SH）、 新海宜（002089.SZ）、 华讯方舟（现： 华讯退，000687.SZ）、 航天动力 （600343.SH）、 合 众思壮（002383.SZ）、 恒宝股份（002104.SZ）、 江苏舜天 （600287.SH） 我查了一下，这些公司有4个已经退市，剩下的一半左右都因为造假被罚，另 ...