关税谈判

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特朗普称不考虑延长关税谈判最后期限;鲍威尔:不排除7月降息可能;国内光伏玻璃龙头集体减产30%;小米上线青年公寓,月租1999元丨每经早参
Mei Ri Jing Ji Xin Wen· 2025-07-01 21:52
Market Overview - The U.S. stock market showed mixed results with the Nasdaq down 0.82%, while the Dow Jones rose by 0.91% [5] - International gold prices increased, with spot gold rising by 1.06% to $3337.33 per ounce [7] - International oil prices also saw a slight increase, with WTI crude oil rising by 0.65% to $65.53 per barrel [8] Economic Policies and Developments - The Central Financial and Economic Committee of China emphasized the need to advance the construction of a unified national market, focusing on legal and regulatory measures to improve product quality and phase out outdated production capacity [10] - The U.S. Federal Reserve Chairman Jerome Powell acknowledged that the current tariff system creates uncertainty, which may delay interest rate cuts [6] Automotive Industry Performance - BYD reported a 17.5% year-on-year increase in June sales, totaling 382,600 new energy vehicles [22] - Leap Motor achieved a record high of 48,000 deliveries in June, marking a 138% year-on-year increase [22] - Xpeng Motors delivered 34,600 vehicles in June, a significant increase of 224% year-on-year [23] - NIO delivered 24,900 vehicles in June, reflecting a 17.5% year-on-year growth [26] Corporate Changes - Gree Group appointed "post-80s" Zhao Hui as the new chairman, succeeding "post-70s" Kang Hong, indicating a potential shift in corporate strategy [28] - Baidu announced the appointment of He Haijian as the new CFO, which may bring new perspectives to the company's financial management [30] Industry Trends - The photovoltaic glass industry is experiencing a collective production cut of 30% by major manufacturers, which is expected to help stabilize prices after a period of losses [15] - The competitive landscape in the new energy vehicle market is intensifying, with various companies adjusting strategies in response to sales fluctuations [27]
石破茂已面临下台危机,为博一线生机,必须跟美国进行殊死一搏
Sou Hu Cai Jing· 2025-07-01 16:56
据上观新闻报道,日本最新显示,石破内阁支持率为24%,与上一次调查结果基本持平。而对日本而 言,支持低于20 %意味着已进入"下台水域",现在,石破茂的支持率正处于"危险水域"。距离"下台水 域"也就只有一步之遥了。对此,有日媒断言:如果执政联盟在7月举行的国会参议院选举中无法获得过 半数议席,那么石破茂可能失去首相职位。 有日媒在报道中指出,由于石破茂所属的自由民主党已沦为少数派执政党,其内阁运转遭遇诸多牵制。 此外,石破内阁还面临与美国关税谈判、抑制国内物价上涨等多重压力。而随着最新民调结果公开,意 味着石破茂已经面临下台危机。而就在石破茂面临绝境之际,美国却"恰到好处"地从他的背后来一刀。 美国总统日前表示,由于日本不进口美国汽车,日本汽车在美国应该被征收25%的汽车关税。 对此,《日经亚洲》作出报道形容,此话粉碎了日本想依靠"美国的可信赖盟友"这一关系而获得关税豁 免的希望。 显然,美国此举,无异于就是给本来就已"奄奄一息"的石破茂政治生涯"再来一刀"。要知道,日本当前 的军费还不及GDP的2%,国内各界就已经怨声载道了。在这一背景下,如果石破茂按照美国的要求将 军费达到"全球标准",日本民众会饶得了 ...
翁富豪:7.2 黄金晚间能否再创新高?晚间回调做多解析
Sou Hu Cai Jing· 2025-07-01 15:52
Group 1 - The core viewpoint of the articles highlights the rising value of gold due to a weakening dollar, increasing uncertainty around U.S. trade agreements, and heightened expectations for interest rate cuts by the Federal Reserve [1][3] - Gold prices reached a three-day high of 3357.88, driven by global economic uncertainties and the market's anticipation of at least two rate cuts by 2025 [1] - The upcoming U.S. employment report is expected to influence U.S. Treasury yields, with potential implications for gold prices [1] Group 2 - Technical analysis indicates a bullish short-term trend for gold, with MACD showing a bottom divergence and prices moving above previous resistance levels [3] - The suggested trading strategy includes buying gold on dips around the 3330-3335 range, with a stop loss at 3327 and a target of 3350-3360 [4] - Market participants are advised to monitor geopolitical risks that may drive safe-haven demand for gold [3]
关税大限将至,特朗普施压快速达成协议,日本贸易策略面临考验
Hua Er Jie Jian Wen· 2025-07-01 13:16
特朗普设定的7月9日关税大限临近,特朗普向日本施压,试图在截止日期前快速达成协议,日本谨慎的 贸易谈判策略正面临严峻考验。依赖美国提供贸易和安全保障的日本选择温和路线,但这一策略迄今未 能取得突破性进展。 据媒体周二报道,日本首席贸易谈判代表赤泽亮正最新一轮访美未能与财政部长贝森特会面,仅与商务 部长卢特尼克进行了有限接触。新华社此前报道称,特朗普6月29日在接受美国福克斯新闻频道采访时 指出,美日贸易"不公平",可能会向日本发函,"日本将不得不支付25%的汽车关税"。 据新华社,美国政府目前对进口汽车加征25%关税,日本在日美关税谈判中呼吁取消,但美方并不情 愿,谈判举步维艰。分析人士指出,随着7月20日日本参议院选举临近,日本方面在农产品关税等敏感 议题上让步空间有限。日本政府陷入美国期待与国内选举压力的两难境地。 谈判陷入僵局 日方频繁访美收效甚微 赤泽亮正近几个月已七次访问华盛顿,但最新一轮谈判成果有限。据媒体报道,他在6月27日与卢特尼 克磋商约一小时,次日再次电话交流,但未能与关键谈判负责人贝森特及美国贸易代表格里尔会面,便 于29日返回日本。 "大多数时候我从羽田机场起飞时都没有确定的会议安排, ...
瑞达期货贵金属产业日报-20250701
Rui Da Qi Huo· 2025-07-01 09:49
若就业数据呈现超预期韧性,金价或维持震荡偏弱走势。中长期而言,美国大型减税法案导致的财政赤字 抬高以及美元信用受损仍利多金价,联储官员发言基调转鸽,提振白银工业属性,银价或具备更强的韧性 免责声明 。短期注意回调风险,沪金2508合约关注区间:760-790元/克;沪银2508合约关注区间:8700-9000元/千 本报告中的信息均来源于公开可获得资料,瑞达期货股份有限公司力求准确可靠,但对这些信息的准确性及完整性不做任 贵金属产业日报 2025-07-01 | 项目类别 | 数据指标 | 最新 | 环比 数据指标 | 最新 | 环比 | | --- | --- | --- | --- | --- | --- | | 期货市场 | 沪金主力合约收盘价(日,元/克) | 776.1 | 8.52 沪银主力合约收盘价(日,元/千克) | 8810 | 48 | | | 主力合约持仓量:沪金(日,手) | 167465 | 11644 主力合约持仓量:沪银(日,手) | 264724 | -12978 | | | 沪金主力前20名净持仓(日,手) | 140014 | 4967 沪银主力前20名净持仓(日,手) | ...
综合晨报-20250701
Guo Tou Qi Huo· 2025-07-01 06:41
国投期货研究院 (责金属) 隔夜贵金属小幅反弹。近期随着伊以停火市场风险偏好向好,金价回吐战争溢价,市场关注点将转 向关税谈判和美联储。特朗普对关税延期不置可否,鲍威尔认为利率的变化仍取决于经济走向,关 注本周一系列重要数据验证,今晚将公布美国ISM制造业PMI和JOLTs职位空缺数。 【铜】 隔夜铜价收复盘中跌幅,美元指数因财政法案与7月降息概率延续弱势,同时,加拿大取消数字关 税,美股再创历史新高。沪铜夜盘阳线,昨日现铜79990元,上海铜升水130元,精废价差扩至2100 元以上,SMM社库12.61万吨。技术上,短线沪铜涨势可能打开到8.1万。中长期趋势交易仍建议关 注高位空配。 【铝】 隔夜沪铝震荡。周初铝锭铝棒社库较上周四小幅增加,华东现货升水继续下降30元至70元,华南铝 棒加工费跌至负值,终端消费前置和淡季负反馈初步显现。近期宏观风险偏好向好推动有色强势, 沪铝指数持仓处于近年高位显示市场分歧大, 警惕阶段性回调风险。 gtaxinstitute@essence.com.cn 综合晨报 2025年07月01日 (原油) 隔夜国际油价延续震荡偏弱走势,布伦特09合约涨0.44%。伊以冲突降温后原 ...
期限临近,美国与各方关税谈到什么程度?
日经中文网· 2025-07-01 06:30
美国特朗普政府定为关税谈判最后期限的7月9日日趋临近。截至目前,称得上谈判实质性成果 的只有2项,即与英国和中国达成的协议。此外,与印度的谈判目前似乎进展最快…… 美国特朗普政府定为关税谈判最后期限的7月9日日趋临近。特朗普正在加大对贸易伙伴国的施压力度, 迫使日本和欧盟等国在限期之前达成"协议"。各国都存在无法轻易让步的主题,不得不做出艰难的判 断。 印度领先?贸易的协定进入"最终阶段" 截至目前,称得上特朗普政府关税谈判实质性成果的只有2项,即与英国签署的扩大贸易协议以及与中 国为缓和紧张关系而达成的协议。 除此之外,与印度的谈判目前似乎进展最快。特朗普6月27日表示"基本达成协议",白宫贸易顾问莱维 特也在30日的记者会上表示,与印度签署新贸易协定的工作已进入最终阶段。 加拿大作出让步,同意取消数字税 加拿大不在美国的对等关税范围内,但因非法移民和毒品问题而被加征25%的关税。加拿大要求美国修 改包括钢铁和铝关税在内的关税措施。 欧盟存在"50%关税"危机,有意在期限前达成协议 欧盟也表现出在期限之内达成妥协的意愿。欧盟委员会贸易专员谢夫乔维奇计划7月1日访美,举行部长 级磋商。特朗普政府对欧盟表示,如 ...
特朗普关税大限将至,欧洲港口陷入“末日囤货”式拥堵
Xin Jing Bao· 2025-07-01 03:41
Core Points - The impending tariff deadline set by Trump on July 9 is causing significant congestion in major European ports, with delays expected to last for several months [1][3] - The congestion is exacerbated by labor shortages, strikes, low water levels in the Rhine River, and increased risks in the Red Sea shipping routes [1][4] - The European ports are facing a dual challenge of increased cargo from Asia and the urgency to ship goods to the U.S. before the tariff deadline [4] Tariff Impact - Trump's tariffs include a 10% baseline tariff and 50% tariffs on steel and aluminum, affecting approximately 70% of EU exports to the U.S., valued at around €380 billion (approximately $430 billion) [3] - The EU has prepared retaliatory measures targeting U.S. products worth about €210 billion, with additional products under negotiation valued at €950 billion [3][4] - If the tariffs are implemented, EU exports to the U.S. could decrease by more than half [4] EU Internal Dynamics - There is a division within the EU regarding the approach to U.S. tariffs, with some countries advocating for a quick agreement to avoid escalation, while others, like France, prefer a tougher stance [6] - The proposed "Swiss cheese agreement" suggests a compromise involving lower tariffs on certain goods while imposing higher tariffs on others [6] Broader Economic Implications - The congestion in European ports reflects Trump's strong position in tariff negotiations, but it may also signal potential economic repercussions for the U.S. if agreements are not reached [8] - The ongoing trade tensions and port congestion are not limited to Europe, as similar issues have been reported in U.S. ports like Seattle-Tacoma and Oakland [8]