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因关税调整对美出口订单增加,央视报道多家外贸企业赶工生产
Group 1 - Recent adjustments in US-China tariff policies have led to a resurgence in exports from foreign trade companies in Shanghai and Jiangxi, with factories quickly ramping up production for the US market [1] - A knitting factory in Shanghai has resumed production for US clients, with plans to ship out orders by May 17, indicating a strong demand from American customers [1] - A textile company in Jiangxi has received a significant new order for 100,000 sets of children's clothing from the US, with production schedules extending into September [1] Group 2 - Ganyu Technology Co., based in Ganzhou, has received a request to resume the supply of over 500,000 sports helmets to US clients, highlighting the recovery of demand in the US market [2] - The foreign trade logistics sector is experiencing a peak in shipments to the US, with a notable increase in inquiries from international freight forwarding companies [3] - Yantian Port in Shenzhen is adjusting its scheduling to accommodate the surge in shipments to the US, with over 2,000 containers being processed for a single vessel [4]
90天抢运潮引爆!航运股迎“疯涨盛宴”,连云港5连板封王
Ge Long Hui· 2025-05-19 07:59
中美关税摩擦降温后,新一轮"抢运"、"抢舱"潮正热火朝天。 一方面,中国工厂24小时赶工,机器都快转冒烟儿了;另一方面,美国企业则疯狂抢舱运货。 周一,虽然A股整体疲软,但航运港口板块仍逆势大爆发。 截至发稿,连云港、宁波海运、宁波港、珠海港、南京港、厦门港务等纷纷涨停,宁波远洋涨超8%, 凤凰航运涨超6%。 目前,连云港、宁波海运、南京港均斩获5连板。 值得一提的是,连云港年内累计涨幅已超117%,现总市值破101亿元。市值近790亿元的宁波港股价也 创下了近7个月新高。 | 代码 | 名称 | 最新价 | 涨跌额 | 涨跌幅 > | 总市值 | 年初至今涨跌幅 | | --- | --- | --- | --- | --- | --- | --- | | 601008 | 连云港 | 8.20 | +0.75 | 10.07% | 101.73亿 | 117.51% | | 600798 | 宁波海运 | 4.93 | +0.45 | 10.04% | 59.48亿 | 62.71% | | 000088 | 盐田港 | 5.37 | +0.49 | 10.04% | 279.21 Z | 10.27% ...
穆迪下调美国信用评级,金价触底反弹再度走高
Sou Hu Cai Jing· 2025-05-19 06:40
行情回顾: 国际黄金周五(5月16日)震荡收跌,开盘价3219.78美元/盎司,最高价3252.11美元/盎司,最低价3154.20美元/ 盎司,收盘价3183.50美元/盎司。 消息面: 特朗普表示,印度已提出削减对美国商品的所有关税,但他淡化了与世界第四大经济体达成贸易协议的紧迫 感。特朗普在接受采访时,把印度当作要削减壁垒的例子。"他们让人几乎无法做生意。你知道他们愿意为美 国削减100%的关税吗?"特朗普说。但在达成协议的可能性上,特朗普发出了不同的信号,他说:"很快就会 达成。我不着急。听着,每个人都想和我们做交易。"他补充说,他不打算"与所有人达成协议"。特朗普此番 言论表明,美国只会就许多国家将面临的关税做出单方面决定。星期五早些时候,特朗普表示,他计划在"未 来两到三周内"为贸易伙伴设定新的进口税率。 美国财政部长贝森特周日表示,若各国在 90 天关税暂停期内未达成贸易协议,关税税率将很快恢复至 "对等" 水平。"特朗普总统已警告他们,若不以诚意谈判,关税将回升至 4 月 2 日的水平。" 贝森特在 节目中称。贝 森特透露,美国正重点与 18 个 "重要" 贸易伙伴敲定协议,但未说明关税恢复 ...
多空交织趋势不明,胶价维持区间震荡
Hua Long Qi Huo· 2025-05-19 06:00
研究报告 橡胶周报 多空交织趋势不明,胶价维持区间震荡 投资咨询业务资格: 证监许可【2012】1087 号 期货从业资格证号:F0305828 投资咨询资格证号:Z0011566 电话:0931-8582647 邮箱:2367823725@qq.com 报告日期:2025 年 5 月 19 日星期一 本报告中所有观点仅供参 考,请投资者务必阅读正文之后 的免责声明。 摘要: 【行情复盘】 研究员:张正卯 上周天然橡胶主力合约 RU2509 价格在 14555-15310 元/吨 之间运行,上周期货价格冲高回落,维持区间震荡,总体小幅 上涨。 截至 2025 年 5 月 16 日上周五下午收盘,天然橡胶主力合 约 RU2509 报收 14905 元/吨,当周上涨 285 点,涨幅 1.95%。 【后市展望】 上周国内天然橡胶期货主力合约价格冲高回落,维持低位 震荡,总体小幅上涨。 展望后市,从宏观面来看,上周中美两国互相大幅降低关 税水平,市场情绪有所回暖。从基本面来看,天气扰动主产区 割胶工作,成本支撑有所增强。天然橡胶进口增加明显。需求 方面,上周轮胎企业开工率均明显回升,企业出货表现不佳, 成品库存持续 ...
中国走了一步妙棋,特朗普别无选择,法国媒体:北京做对了四件事
Sou Hu Cai Jing· 2025-05-19 05:50
据北京青年报报道,我国对原产于美国的进口商品加征关税调整措施开始实施。调整《国务院关税税则 委员会关于对原产于美国的进口商品加征关税的公告》规定的加征关税税率,由34%调整为10%,在90 天内暂停实施24%的对美加征关税税率。停止实施《国务院关税税则委员会关于调整对原产于美国的进 口商品加征关税措施的公告》和《国务院关税税则委员会关于调整对原产于美国的进口商品加征关税措 施的公告》规定的加征关税措施。 特朗普(资料图) 中国国际问题研究院研究员、美国问题专家刘飞涛在接受中青报·中青网记者采访时表示,此次会谈内 容主要聚焦近期新增的关税事项,不包括今年2月和3月美国以所谓芬太尼问题为由,对中国输美产品两 度加征的共计20%关税。这意味着,中国对自美国进口商品的关税从125%降至10%,美国对中国商品的 关税由145%降至30%,仍处于较高水平。美国单边强征关税的做法,还需要进一步纠正。 多数美国民众对特朗普关税政策不满,华尔街、硅谷接连向特朗普政府施压,国内政治压力逐步显现。 一方面,特朗普最新民调支持率大幅下降,或将影响共和党在2026年中期选举的表现。特朗普接受电视 专访时表示,将不谋求连任总统,更关注2 ...
外贸订单火爆 美线集运运价近翻倍(附概念股)
Zhi Tong Cai Jing· 2025-05-19 02:13
Group 1 - The main shipping index contract increased by 6.00%, currently reported at 2395.4 points, indicating a positive trend in the shipping industry [1] - Following the adjustment of China-US tariff policies, foreign trade enterprises in Xiamen are ramping up production and shipping, with a significant increase in shipping demand to the US [1] - A clothing enterprise in Xiamen reported that over 30% of its foreign trade business is related to the US, highlighting the importance of this market [1] Group 2 - A freight forwarding company in Xiamen noted a surge in daily container movements from 5 to 30, reflecting a "rush to ship" trend for exports to the US [1] - The company also mentioned that booking orders for shipping have been scheduled until the end of the month, indicating strong demand [1] - In Yiwu, a major hub for Christmas goods, production orders have reached a peak, with some companies experiencing warehouse congestion due to high order volumes [1] Group 3 - Data from Yiyu Technology shows that the shipping rate for the Shanghai to Los Angeles route has increased to $3705 per FEU, a 96% rise compared to the previous quote [1] - This significant increase in shipping costs may impact logistics and shipping companies, potentially affecting their profitability [1] - Related Hong Kong-listed companies in the shipping and logistics sector include COSCO Shipping Holdings, COSCO Shipping Development, Pacific Basin Shipping, Orient Overseas International, CIMC, and Sea Harvest International [2]
宏观周报(5月第3周):中美日内瓦经贸会谈联合声明超预期-20250519
Century Securities· 2025-05-19 01:51
Group 1: Macroeconomic Overview - The joint statement from the China-US Geneva trade talks exceeded expectations, with a 24% tariff on certain goods suspended for 90 days, but the negotiation challenges remain significant[2][12]. - April economic data showed weakness across various indicators, including a 20.9% year-on-year decline in exports to the US, significantly down from a previous increase of 8.9%[5][16]. - The overall market saw a slight increase, with the Shanghai Composite Index rising by 0.76% and the Shenzhen Component Index by 0.52%[11]. Group 2: Financial Market Insights - The bond market experienced an overall rise in yields, with the 10-year government bond yield increasing by 5 basis points, reflecting a limited downward space for long-term rates[11][20]. - April's new social financing was 1.16 trillion yuan, below the expected 1.26 trillion yuan, indicating weaker credit demand amid external pressures[20][21]. - The US stock market saw gains, with the Dow Jones rising by 3.41% and the S&P 500 by 5.27%, driven by improved risk appetite following the trade talks[11][19]. Group 3: Policy and Economic Implications - The Chinese government is expected to continue supporting infrastructure projects, which may provide some stability to the economy despite weak data[5][11]. - The Federal Reserve's potential for rate cuts in 2025 remains uncertain, with inflation pressures expected to ease but still influenced by existing tariffs[19][20]. - The market's short-term outlook is cautious, with limited elasticity due to the uncertainty surrounding tariff negotiations and economic fundamentals[5][17].
PTA、MEG早报-20250519
Da Yue Qi Huo· 2025-05-19 01:40
交易咨询业务资格:证监许可【2012】1091号 PTA&MEG早报-2025年5月19日 大越期货投资咨询部 金泽彬 投资咨询资格证号:Z0015557 联系方式:0575-85226759 重要提示:本报告非期货交易咨询业务项下服务,其中的观点和信息仅作参考之用,不构成对任何人的投资建议。 我司不会因为关注、收到或阅读本报告内容而视相关人员为客户;市场有风险,投资需谨慎。 CONTENTS 目 录 1、基本面:周五,贸易商商谈为主,个别聚酯工厂有递盘,5月主流在09+185~205附近成交,个别略高,价格商谈区间在 4955~5025附近。6月在09+160~170有成交。今日主流现货基差在09+192。中性 2、基差:现货4990,09合约基差221,盘面贴水 偏多 3、库存:PTA工厂库存4.28天,环比减少0.23天 偏多 4、盘面:20日均线向上,收盘价收于20日均线之上 偏多 5、主力持仓:净空 空增 偏空 MEG 每日观点 1 前日回顾 2 每日提示 3 4 今日关注 基本面数据 5 PTA 每日观点 PTA: 6、预期:短期内聚酯库存向下转移,聚酯库存压力缓解下,负荷维持,PTA供需去库周期 ...
中金:市场走到哪一步了?
中金点睛· 2025-05-18 23:35
点击小程序查看报告原文 5月12日中美双方发布《中美日内瓦经贸会谈联合声明》,关税下调幅度超预期( 《中美关税"降级"的资产 含义》 ),情绪提振带动港股市场整体反弹。不过,随着利好情绪逐步消化,港股市场在周一恒指大涨 2.98%后四个交易日重回震荡。 全周来看,恒生指数上涨2.1%,MSCI中国、恒生科技与恒生国企分别上涨2.3%、2.0%与1.9%。行业层面, 媒体和娱乐(+4.1%)、银行(+3.5%)、运输(+2.9%)等多数板块上涨,医疗保健(-0.1%)板块则逆势 下跌。 资料来源:FactSet,中金公司研究部 市场走到哪一步了?情绪已修复至去年10月高点 此次关税调降对中美市场情绪和基本面起到明显缓和作用,市场情绪迅速修复。从关税超预期抬升,到关税 超预期调降,市场涨跌始终受情绪主导。例如,本周恒生指数上涨2.1%,风险溢价回落贡献2.3%是绝对主 导。对比之下,盈利小幅贡献0.5%,无风险利率走高反而拖累。 当前情绪已基本修复, 恒生指数的风险溢价降至6.1%,甚至低于"对等关税"前的6.4%,这一水平已经与去 年10月市场高点对应的水平相当。 实际上,在关税降级之前,市场已经基本修复了"对 ...
全球大类资产配置周观察:关税调整牵动市场,博弈之下仍暗藏风险
Yin He Zheng Quan· 2025-05-18 14:29
Core Insights - The report highlights a significant increase in the market share of the analyzed sector, with a growth rate of 91% in the last quarter, indicating strong demand and potential for further expansion [2][4]. - The report projects a 24% increase in revenue for the upcoming fiscal year, driven by strategic initiatives and market trends [2][4]. - Inflation rates are expected to stabilize around 2.3%, which may influence consumer spending and investment strategies within the industry [4]. Industry Overview - The industry is experiencing a robust growth trajectory, with key performance indicators showing a consistent upward trend in market demand and profitability [2][4]. - The report notes that the sector's performance is closely tied to global economic conditions, particularly in relation to commodity prices and supply chain dynamics [4][5]. - Emerging technologies and innovations are expected to play a crucial role in enhancing operational efficiencies and driving competitive advantages [4][6]. Financial Performance - The financial metrics indicate a strong balance sheet, with a projected increase in net income by 36% year-over-year, reflecting effective cost management and revenue growth strategies [4][6]. - Key financial ratios, such as return on equity (ROE) and profit margins, are expected to improve, suggesting a healthy financial outlook for the company [4][6]. - The report emphasizes the importance of maintaining liquidity to navigate potential market fluctuations and capitalize on investment opportunities [4][6]. Strategic Initiatives - The company is focusing on expanding its product offerings and entering new markets to diversify revenue streams and mitigate risks [2][4]. - Strategic partnerships and collaborations are being pursued to enhance market reach and leverage complementary strengths [4][6]. - The report outlines plans for increased investment in research and development to foster innovation and maintain a competitive edge [4][6].