挪威贸易大臣：与美国达成贸易协议仍然是我们的目标。 ...

Group 1 - South Korea's exports increased by 5.9% in July compared to the same period last year, driven by strong semiconductor exports and stable automobile sales [1] - The increase in exports was higher than the market expectation of 5.1%, with a trade surplus of $6.6 billion due to a slight rise of 0.7% in imports [1] - The data reflects exporters' efforts to ship goods before the U.S. imposed higher tariffs on August 1, with a new 15% tariff rate replacing the previously threatened 25% [4] Group 2 - The trade agreement with the U.S. alleviated some uncertainties for the South Korean economy, which had contracted in the first quarter but showed growth in the second quarter [5] - The South Korean government approved a supplementary budget of 31.8 trillion won (approximately $23 billion) to support its trade-dependent economy [5] - Semiconductor exports were boosted by demand for high-performance chips used in artificial intelligence applications, while automobile exports grew by 8.8% due to strong demand outside the U.S. [5] Group 3 - Exports to China decreased by 3% in July due to reduced shipments of key products like petrochemicals and wireless communication devices [6] - Exports to the U.S. increased by 1.4%, driven by strong performance in semiconductors, wireless devices, cosmetics, and electrical equipment [6] - Concerns remain for the semiconductor industry, as recent growth is linked to increased demand for HBM chips, and future global trade may slow down [6]

Group 1: Report Industry Investment Rating - No information provided Group 2: Core Viewpoints of the Report - The report focuses on the market conditions of soybeans and soybean meal, with CBOT soybeans falling due to good weather in US soybean - growing areas and weak Chinese demand, and the prices of DCE soybeans and soybean meal showing fluctuations [3] Group 3: Summary by Relevant Catalogs 1. Fundamental Tracking - **Futures Prices**: DCE Soybean 2509 closed at 4131 yuan/ton during the day session, down 21 yuan (-0.51%), and 4133 yuan/ton at night, down 4 yuan (-0.10%); DCE Soybean Meal 2509 closed at 3000 yuan/ton during the day session, down 1 yuan (-0.03%), and 3002 yuan/ton at night, down 4 yuan (-0.13%); CBOT Soybean 11 was at 990.25 cents/bushel, down 5.75 cents (-0.58%); CBOT Soybean Meal 12 was at 276.3 dollars/short - ton, up 2.0 dollars (+0.73%) [1] - **Spot Prices**: In Shandong, the price of soybean meal (43%) was 2900 - 2940 yuan/ton, with different basis prices for different months; in East China, the price was 2920 yuan/ton in a certain factory in Lianyungang, up 20 yuan compared to the previous day, and also had different basis prices for different months; in South China, the price was 2900 - 2910 yuan/ton, remaining flat compared to the previous day, with corresponding basis prices for different months [1] - **Main Industry Data**: The trading volume of soybean meal was 41.5 million tons/day on the previous trading day, compared to 29.71 million tons/day two trading days ago; the inventory was 96.1 million tons/week on the previous trading day, compared to 90.83 million tons/week two trading days ago [1] 2. Macro and Industry News - On July 31, CBOT soybeans closed lower, hitting the lowest level since April, due to good weather in US soybean - growing areas and weak Chinese demand. The current weather forecast is extremely bearish for prices. China, the world's largest soybean importer, is still absent from the US soybean market, and there is a deadline for a long - term tariff agreement with the Trump administration on August 12. Trade insiders believe that China's demand for soybeans may weaken later this year [3] 3. Trend Intensity - The trend intensity of soybean meal and soybeans is 0, indicating a neutral trend for the day - session main - contract futures prices on the reporting day [3]

特朗普给予墨西哥90天暂缓加征关税的豁免，以便双方谈判达成一项更广泛的贸易协议。美国财长贝森特在接受CNBC采访时表示，美国认为已具备与中国达成贸易协议的条件，但“尚未完全敲定”，仍需特朗普批准。 ...

7月30日，德国选择党主席魏德尔受访时称，欧盟和冯德莱恩都"被美国骗了"。魏德尔称，欧盟与美国 日前宣布达成的贸易协议是"特朗普的协议"。她表示，美国加征关税损害了欧洲的工业，现在还要掏钱 为支持乌克兰向美购买武器。魏德尔称，这显示了欧洲的软弱，协议根本不符合欧洲民众的意愿。27 日，美欧达成新贸易协议，欧盟委员会主席称，双方同意实行统一的15%关税税率，包括欧盟将对美增 加6000亿美元投资等。 ...

美国官员：还有一些贸易协议即将达成。 ...

近期，美国宣布与菲律宾达成新的贸易协议，菲律宾对美国开放市场并实施零关税，换取美国对菲律宾 进口商品征收的关税从此前的20%下调到19%。菲律宾专家在接受记者采访时表示，这一政策对菲律宾 极不公平，将损害菲律宾的经济利益。 （文章来源：央视新闻） ...

尽管有贸易协议在手，韩国还是与欧盟和日本一样，面临着15%的关税。在上周日本与美国达成15%的关税税率协议后，韩国面临的压力不断增大，因 为日本是汽车和制造业领域的主要竞争对手。 作者 / 钱 亚 光 编辑 / 黄 大 路 设计 / 柴 文 静 来源 / B L O O M B E R G , K o r e a t i m e s, A u t o m o t i v e n e w s 特朗普于7月30日在其社交媒体平台上发文称："我们已就对韩国的关税达成一致，为15%。美国则无需缴纳关税。" 就在8月1日这一各国必须与美国达成协议的最后期限的前一天，韩国方面也宣布了这一消息。若韩国未能达成协议，将面临更高的关税处罚。若韩国未 达成协议，其需缴纳的关税税率将为25%。 4月份，韩国曾短暂面临25%的关税，之后美国对一些国家暂停征收关税。此次暂停将于本周五到期。新的15%的关税高于许多国家自4月以来所支付的 最低10%的关税。 谈判内容涉及广泛 "我很高兴地宣布，美国已与韩国达成一项全面且完整的贸易协议。协议内容是，韩国将向美国提供 3500 亿美元，用于投资美国拥有和控制的项目，这 些项目将由我进行选定。 ...

Market Overview - The three major U.S. stock indices closed lower, with the Dow Jones down 330.30 points (0.74%) at 44,130.98 points, the Nasdaq down 7.23 points (0.03%) at 21,122.45 points, and the S&P 500 down 23.51 points (0.37%) at 6,339.39 points [2] - Figma (FIG.US) had a successful IPO, closing up 250% on its first day at $115.5, resulting in a total market capitalization of $56.3 billion [2] Economic Policies and Trade - President Trump announced new tariffs, including a 15% tariff on goods exported from South Korea in exchange for a $350 billion investment commitment from South Korea [1] - A 25% tariff will be imposed on Indian goods exported to the U.S., with additional penalties threatened if India continues to purchase energy from Russia [1] Company Performance - Apple (AAPL.US) reported a strong quarterly revenue of $94 billion, exceeding expectations, driven by a 13.5% increase in iPhone sales [11] - Amazon (AMZN.US) reported an 18% growth in its cloud business for Q2, generating $30.9 billion, slightly above market expectations [12] Currency and Commodity Markets - The U.S. dollar index rose by 0.15%, closing at 99.968, with fluctuations in exchange rates against major currencies [3] - Crude oil prices fell, with light crude futures down $0.74 to $69.26 per barrel, a decrease of 1.06% [3] Inflation and Monetary Policy - The core PCE price index in the U.S. rose by 0.3% month-over-month and 2.8% year-over-year, slightly above market expectations, complicating the Federal Reserve's interest rate decisions [10]

Group 1 - International oil prices weakened due to market concerns over supply and demand outlook, with NYMEX light crude oil futures falling by $0.74 to $69.26 per barrel, a decrease of 1.06%, and Brent crude oil futures down $0.71 to $72.53 per barrel, a drop of 0.97% [1] - The U.S. and Mexico agreed to maintain current tariff rates for the next 90 days and negotiate a new trade agreement, which has put pressure on crude oil futures as it is expected to negatively impact future oil demand [1] - Analysts expect oil demand to weaken, with OPEC likely to increase oil supply after summer, leading to expectations of rising oil inventories [2] Group 2 - The U.S. commercial crude oil inventory rose significantly by 7.7 million barrels to 426.7 million barrels, exceeding market expectations, while gasoline inventories decreased by 2.7 million barrels and distillate inventories increased by 3.6 million barrels [2] - The average daily crude oil processing volume in U.S. refineries was 16.9 million barrels, a decrease of 25,000 barrels week-on-week, with an average refinery utilization rate of 95.4% [2] - The U.S. daily crude oil production increased by 41,000 barrels to 13.314 million barrels, while the strategic petroleum reserve rose by 238,000 barrels to 40.27 million barrels [3]