美国传出将请求中国取消稀土限制这一消息后，引发了多方的关注。对于全球稀土市场以及中美经贸关 系来说，这背后都有着不小的影响和值得深度剖析的内容。下面将从几个不同方面对此事展开详细探 讨。 稀土战略意义 稀土在现代工业里的地位毋庸置疑，电子、新能源等行业对其尤为依赖。美国自身虽有稀土资源，可提 炼技术不足，在全球产业链中受到限制。而中国在稀土开采、提炼方面技术成熟，是全球稀土供应的中 坚力量，把控着核心环节。 美国产业困境 美国因自身短板，长期从中国进口稀土，其国内产业缺乏全链条发展。高端制造业对稀土需求大，却无 法自给自足，当中国实施限制政策时，美国产业发展就受到明显制约，影响了部分高科技产品的研发、 生产进度。 中美关系影响 这件事折射出中美经贸关系的复杂程度。美国一贯采取贸易保护政策，却在稀土一事上有求于中国，这 体现了在全球产业链中双方互有需求。此次请求可能会为中美经贸对话创造新契机，改善部分紧张态 势。 全球市场波动 消息传出后，全球稀土市场必然会有反应。价格可能因预期变化而波动，其他稀土供应国也在观察局 势，考虑是否调整自身的生产与供应策略，这会进一步影响全球稀土市场的格局和走向。 中国应对策略 面 ...

Group 1 - The significance of Sino-US economic relations is crucial for both countries and has a substantial impact on global economic stability and development [1] - China's interests are non-negotiable, which forms the basis for any discussions, indicating that China holds the initiative in negotiations [1] - There is a call from the US industry and consumers for stable Sino-US relations, reflecting China's consistent stance that the foundation of Sino-US relations lies in the people [1]

Core Viewpoint - China remains committed to expanding its openness to the world, regardless of international changes, and emphasizes the importance of mutual respect and equal negotiation in trade discussions with the U.S. [1][3][6] Group 1: Trade Relations with the U.S. - The Chinese government firmly opposes the unilateral tariff measures imposed by the U.S., highlighting the negative impacts these measures have on both countries and the global economy [1][3]. - China is willing to engage in dialogue with the U.S. but insists that any negotiations must be based on mutual respect, equality, and mutual benefit [3][4]. - Recent unilateral tariff actions by the U.S. have severely disrupted Sino-U.S. trade relations and posed challenges to global economic recovery [3][4]. Group 2: Cross-Border E-commerce - The U.S. has recently canceled the tax exemption policy for small packages from China, which is expected to negatively impact businesses and consumers in both countries [5]. - Despite the U.S. policy change, the momentum of cross-border e-commerce in China is expected to continue due to its unique advantages such as efficiency and cost-effectiveness [5]. - China expresses a willingness to collaborate with other countries to create a fair and predictable policy environment for the sustainable development of cross-border e-commerce [5]. Group 3: CPTPP Membership - China has been actively pursuing membership in the Comprehensive and Progressive Agreement for Trans-Pacific Partnership (CPTPP) since its application in September 2021, conducting thorough assessments and engaging in multi-level communications with member countries [5][6]. - The Chinese government is determined to align with high international standards in trade rules and is committed to advancing the CPTPP membership process [6].

5月8日下午，商务部召开例行新闻发布会，有记者就中美经贸高层会谈提问。商务部新闻发言人何亚东 表示，中方坚决反对美国滥施关税的立场是一贯的。美方想要通过谈判解决问题，就要正视单边关税措 施给自身和世界带来的严重负面影响，正视国际经贸规则、公平正义和各界理性声音，拿出谈的诚意； 要在纠正错误做法、取消单边加征关税等问题上做好准备、拿出行动，与中方相向而行，通过平等协商 解决双方关切。如果说一套做一套，甚至企图以谈为幌子继续搞胁迫、讹诈，中方绝不会答应，更不会 牺牲原则立场，牺牲国际公平正义去寻求达成任何协议。（日月谭天） ...

021-60635736 期货从业资格号：F3033782 投资咨询证书号：Z0014484 021-60635735 niejiayi@ccb.ccbfutures.com 期货从业资格号：F03124070 021-60635727 期货从业资格号：F03134307 报告类型 铁矿石日评 日期 2025 年 5 月 8 日 黑色金属研究团队 研究员：翟贺攀 zhaihepan@ccb.ccbfutures.com 研究员：聂嘉怡 研究员：冯泽仁 fengzeren@ccb.ccbfutures.com 请阅读正文后的声明 ＃summary＃ 每日报告 | | | | | | 表1：5月7日钢材、铁矿期货主力合约价格、成交及持仓情况（单位：元/吨、%、手、亿元） | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 合约 代码 | 前收 盘价 | 开盘价 | 最高价 | 最低价 | 收盘价 | 涨跌幅 | 成交量 | 持仓量 | 持仓量 变化 | 资金流 入流出 | | RB2510 | 3077 ...

大国就应该有大国的样子，作为全球第一大经济体的美国，靠占便宜是不可能持久的，或许是时候考虑 如何为自身经济增长注入可持续的发展动力，如何通过务实合作与各方共同应对全球挑战。只有这样， 才不会将美国经济推离平衡点越来越远，也只有这样，美国才有可能得到世界各国的真正尊重。 （本文作者为商务部国际贸易经济合作研究院研究员周密） 中国已经连续7年保持货物贸易总额全球第一，是全球150多个国家和地区的主要贸易伙伴。依赖庞大完 整的制造业体系和超大规模市场，以及尊重多边规则、坚持市场开放的实际行动，中国成为全球贸易的 重要发动机和稳定器。这些年来，无论是美国次贷危机引发的全球金融危机、公共卫生紧急事件，还是 2018年以来美国单方面关税，中国经济和外贸始终保持稳定。与中国做贸易，企业更有信心，也能够获 得更有竞争力的商品和服务。国新办发布的《关于中美经贸关系若干问题的中方立场》白皮书强调，中 美经贸关系的本质是互利共赢。两国拥有广泛共同利益和广阔合作空间。维护中美经贸关系稳定发展， 符合两国和两国人民的根本利益，也有利于全球经济发展。正是基于减少政策不确定性对全球经济，尤 其是发展中国家、中小企业和普通民众生产生活影响的 ...

Core Viewpoint - The upcoming high-level economic talks between China and the U.S. in Switzerland are initiated at the request of the U.S., with China emphasizing its commitment to safeguarding its development interests and maintaining international fairness and justice [1][2]. Group 1: Economic Relations - The economic relationship between China and the U.S. is characterized as mutually beneficial, with both countries accounting for over one-third of the global economy and nearly one-quarter of the world's population [2]. - The bilateral trade volume between China and the U.S. constitutes about one-fifth of global trade, highlighting the significance of their economic ties [2]. Group 2: Tariff Measures - The U.S. has implemented unilateral tariff measures that have severely impacted the China-U.S. economic relationship and disrupted international trade order, posing challenges to global economic recovery [2]. - China has taken strong countermeasures against the U.S.'s excessive tariffs, which have also harmed American businesses and consumers, leading to rising domestic inflation and increased recession risks in the U.S. [2][3]. Group 3: Trade Dependency - China's reliance on the U.S. for exports has decreased, with the proportion of exports to the U.S. dropping from 19.2% in 2018 to 14.7% in 2024, indicating a diversification of trade partners [3]. - In 2024, China's total goods trade value is projected to exceed 43 trillion yuan, reflecting a robust and resilient trade environment [3]. Group 4: Dialogue and Negotiation - China insists that any dialogue must be based on mutual respect, equality, and mutual benefit, rejecting any coercive tactics from the U.S. [3][4]. - The Chinese side emphasizes that genuine negotiations require the U.S. to acknowledge the negative impacts of its unilateral tariff measures and to demonstrate sincerity in correcting its approach [3][4].

Core Viewpoint - The Chinese government maintains a firm stance against the imposition of tariffs by the United States, emphasizing the importance of dialogue based on equality, respect, and mutual benefit [1][2]. Group 1 - The upcoming meeting between Chinese Vice Premier He Lifeng and U.S. Treasury Secretary Janet Yellen is a response to the U.S. request for negotiations [1]. - China firmly opposes the U.S. practice of imposing tariffs and insists that any dialogue must be conducted on an equal and respectful basis [1]. - The Chinese government asserts its commitment to safeguarding its legitimate interests and upholding international fairness and justice [1]. Group 2 - The Chinese Foreign Ministry refutes claims that China cannot withstand the pressure from increased tariffs, stating that the fundamentals of the Chinese economy remain strong and resilient [2]. - China expresses confidence in its ability to handle external shocks and emphasizes its willingness to collaborate with the international community to resist unilateralism and economic bullying [2]. - The Chinese government highlights its ongoing efforts to promote high-quality development despite external pressures [2].

本文内容均引用权威资料结合个人观点进行撰写，具体资料赘述在文中和文末！ 特朗普挥舞"关税大棒"，没搞垮对手，反而把自己砸得不轻，使得国内怨声载道，民众纷纷要求取消关税，这就有了特朗普近日疯狂对中方"示好"。 然而， 对于特朗普的举动，中国也仅仅只是回复"正在评估"，直到5月7日，中国外交部与商务部先后发布消息，我国高层在访问瑞士时，会和美方牵头 人、财政部长贝森特举行中美经贸高层会谈。 不过，中方在同意接触的同时，也提出了一个前提条件。 中方反制倒逼谈判 自美国新政府上任以来，其对华经贸政策延续了"极限施压"风格，通过一系列单边关税措施冲击中美关系，并扰乱国际经贸秩序。 中方在综合评估全球期待、国内利益及美国业界呼声后，决定接受接触提议，但前提是"美方必须拿出诚意"。 如美国对中国3600亿美元商品加征关税，导致全球供应链成本飙升，加剧了通胀压力，据中方商务部披露，这些措施不仅损害了中国企业的利益，也让美国 消费者承担了额外成本，甚至对世界经济复苏构成严峻挑战。 面对美方"边打边谈"的反复策略，中方采取坚决反制措施，包括对等关税、限制关键原材料出口等，这种"硬碰硬"的博弈迫使美方意识到单边主义难以为 继。 近 ...

发生了哪些财经大事？ 商务部新闻发言人 就中美经贸高层会谈答记者问 有记者问：5月7日早，外交部发布消息，何立峰副总理将于5月9日-12日访问瑞士，期间 与美方举行会谈。请问商务部能否介绍一下此次会谈的背景和相关考虑？ 答： 美国新政府上任以来，采取了一系列违规、无理的单边关税措施，严重冲击中美经贸 关系，严重扰乱国际经贸秩序，也给世界经济复苏增长带来严峻挑战。中方为捍卫自身正当 权益，采取了坚决有力反制。近期，美方高层不断就调整关税措施放风，并通过多种渠道主 动向中方传递信息，希望就关税等问题与中方谈起来。中方对美方信息进行了认真评估。 在充分考虑全球期待、中方利益、美国业界和消费者呼吁的基础上，中方决定同意与美方进 行接触。 何立峰副总理作为中美经贸中方牵头人，将在访问瑞士期间，与美方牵头人美国 财长贝森特举行会谈。 中方的立场是一贯的，无论是打还是谈，中方维护自身发展利益的决心不会改变，捍卫国际 公平正义、维护国际经贸秩序的立场和目标不会改变。打，奉陪到底；谈，大门敞开。任何 对话谈判必须在相互尊重、平等协商、互惠互利的前提下开展。中国有句古话，"听其言而 观其行"。美方想要通过谈判解决问题，就要正视单 ...