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李强:有充足的储备政策工具,完全能够对冲外部不利影响
证券时报· 2025-04-08 12:36
原标题:李强同欧盟委员会主席冯德莱恩通电话 国务院总理李强4月8日下午同欧盟委员会主席冯德莱恩通电话。 转载与合作可联系证券时报小助理,微信ID:SecuritiesTimes END 点击关键字可查看 冯德莱恩表示,欧盟始终高度重视对华关系。在当前形势下,欧中关系保持延续性、稳定性至关重要。欧方期 待适时举行新一次欧中领导人会晤,总结过去,展望未来,共同庆祝欧中建交50周年。欧方愿同中方推进各领 域高层对话,深化经贸、绿色经济、气候变化等领域互利合作。美国加征关税严重冲击国际贸易,对欧中及弱 势国家造成严重影响。欧中致力于维护以世贸组织为核心、公平自由的多边贸易体制,维护全球经济贸易关系 健康稳定发展,这符合双方和世界共同利益。 来源:新华社 责编:万健祎 校对: 吕久彪 版权声明 证券时报各平台所有原创内容,未经书面授权,任何单位及个人不得转载。我社保留追 究相关 行 为主体 法律责任的权利。 李强表示,当前,中欧关系呈现稳中向好势头。今年是中欧建交50周年,双方关系发展面临重要机遇。年初, 习近平主席同科斯塔主席通话,为深化中欧关系奠定基调、指明方向。中国和欧盟互为彼此最重要的贸易伙 伴,经济高度互补、 ...
陆家嘴财经早餐2025年4月6日星期日
Wind万得· 2025-04-05 23:04
Key Points on Trade and Economic Policies - The Chinese government strongly opposes the U.S. imposition of tariffs, viewing it as a violation of World Trade Organization rules and a threat to global economic stability [3] - Six Chinese trade associations have issued statements against the U.S. tariffs, supporting the government's countermeasures [3] - Following the announcement of the "disastrous" tariff policy, U.S. Treasury Secretary Bessent may be planning to resign due to his opposition to aggressive tariff increases [3] Key Points on Commodity Markets - The commodity market is experiencing significant downturns due to the U.S. government's tariff policies, with oil prices dropping over 8% and gold prices also declining [5] - The unexpected tariff policies have led to increased trade costs for non-U.S. countries, resulting in weakened global economic expectations and reduced commodity demand [5] Key Points on Macroeconomic Indicators - China's commodity price index for March was reported at 113.4 points, showing a month-on-month increase of 0.7% and a year-on-year increase of 1.3%, indicating a positive start to the year [7] - In the first quarter, China's offline consumption index grew by 14.2% year-on-year, with small commodity market activity increasing by 16.3% [8] Key Points on Domestic Stock Market - Gold-related ETFs have seen a surge in investment, with total assets exceeding 110.468 billion yuan and an average net asset growth rate of around 20% this year [10] - Several lithium companies reported significant losses for 2024, with Tianqi Lithium losing 7.905 billion yuan and Ganfeng Lithium losing 2.074 billion yuan, indicating ongoing challenges in the lithium market [10] - Over half of the listed securities firms have reported a reduction in IT personnel, with some major firms cutting over 200 positions, while others are increasing hiring [11] Key Points on Financial Sector Developments - Several small public fund companies have increased their registered capital, reflecting shareholder confidence in the long-term value of the industry [14] Key Points on Real Estate Market - In the first quarter, over 70% of the top 100 real estate companies saw a decline in market value, although there are signs of stabilization in the housing market [16] Key Points on Industry Developments - The State Grid Corporation reported a 27.7% year-on-year increase in investment by the end of March, marking a historical high for the first quarter [18] - The AI open-source community Hugging Face has ranked Alibaba's Qwen2.5-Omni model at the top, indicating advancements in AI technology [18] - The brain-computer interface technology is making significant progress in the medical field, with clinical validation of the "North Brain No. 1" system underway [18] Key Points on International Trade and Tariffs - The U.S. government has officially implemented a 10% baseline tariff on most imported goods [22] - The new tariffs, particularly a 25% tariff on imported cars, have raised concerns in Germany, which heavily relies on exports to the U.S. [22] - The new tariff policies are expected to increase costs for various industries in the U.S., ultimately affecting consumers [22] Key Points on International Stock Market Reactions - Nintendo has postponed the pre-order of its Switch 2 in the U.S. due to the potential impact of the new tariffs [26] - Jaguar Land Rover has suspended exports to the U.S. in response to the new tariff measures [26] Key Points on Commodity Prices - Global trade tensions have led to a sell-off in gold, with prices adjusting downwards despite a year-to-date increase of over 15% [28] - The price of palm oil exports from Malaysia has decreased by 6.44% in early April [30]