韩国工业部：韩国工业部部长表达公众对美国关税措施的关切。 ...

Core Viewpoint - The IMF indicates that many Asian central banks have room to lower interest rates to mitigate the impact of U.S. tariffs on their economies [1] Group 1: Economic Impact - The IMF has revised down its GDP forecasts for export-driven Asian economies due to increased uncertainty in trade policies since January [1] - The short-term economic outlook for the region has worsened significantly due to these uncertainties [1] Group 2: Monetary Policy Flexibility - Low inflationary pressures provide Asian economies with some leeway to adjust interest rates [1] - Many countries in the region can consider easing monetary policy to buffer against external shocks, as inflation is mostly at or below target levels [1]

Core Viewpoint - The International Monetary Fund (IMF) indicates that many Asian central banks have the capacity to ease monetary policies to mitigate the economic impact of U.S. tariffs [1] Group 1 - The IMF suggests that the economic repercussions of U.S. tariffs could be significant for Asian economies [1] - Easing monetary policy could provide necessary support to counteract these impacts [1] - The flexibility in monetary policy among Asian central banks varies, with some having more room to maneuver than others [1]

Ermenegildo Zegna (ZGN) Q1 2025 Earnings Call April 24, 2025 08:00 AM ET Company Participants Paolo Zegna - Non Executive DirectorGianluca Ambrogio Tagliabue - COO and CFOOliver Chen - Managing Director - Retail, Luxury, New Platforms Sector HeadAnthony Charchafji - Equity Research Associate - Luxury GoodsDaria Nasledysheva - Vice President Equity ResearchLouise Singlehurst - Managing DirectorAlice Poggioli - Investor Relations Director Conference Call Participants Chris Huang - AnalystNatasha Bonnet Banoor ...

Report Industry Investment Rating - The report maintains a cautiously optimistic view [6] Core View - The current bullish and bearish factors are domestic policy expectations and external tariff disturbances respectively. Positive policy expectations support the index under the guidance of domestic policies. The US tariff negotiations are not optimistic, with some countries taking a tough stance, while Trump shows an intention to ease tariffs on China. With overall positive news, the stock index rose generally today. Under the domestic and foreign loose expectations, the small and medium - cap stock indexes performed better and showed a unilateral upward trend. However, there are still significant external uncertainties, market sentiment is cautious, and the historical percentile of the volume - weighted average basis of stock index futures, except for IH, is at a low level below 5% [6] Market Review - Today, except for the Shanghai Stock Exchange 50 Index which closed slightly lower, the rest of the stock indexes closed higher. In terms of capital, the trading volume of the two markets rebounded by 12.6749 billion yuan. In the futures index, IH declined with increasing volume, while the other varieties rose with increasing volume [4] Important Information - The LPR quotation in April remained stable: the 1 - year LPR was reported at 3.10%, the same as last time; the over - 5 - year variety was reported at 3.60%, also the same as last time. - Ishiba Shigeru stated that Japan is not ready to make major concessions to the US and is not in a hurry to reach an agreement with the US [5] Strategy Recommendation - Futures Index Market Observation | | IF | IH | IC | IM | | --- | --- | --- | --- | --- | | Main contract intraday change | 0.66% | - 0.08% | 1.85% | 2.27% | | Volume | 7.751 | 4.2261 | 8.7317 | 22.2169 | | Volume change compared to previous period | - 1.855 | - 0.712 | - 1.0559 | - 2.5927 | | Open interest | 247448 | 81204 | 204265 | 317103 | | Open interest change compared to previous period | 532 | 1637 | 1584 | 819 | [7] Strategy Recommendation - Spot Market Observation | | Name | Value | | --- | --- | --- | | | Shanghai Composite Index change (%) | 0.45 | | | Shenzhen Component Index change (%) | 1.27 | | | Ratio of rising to falling stocks | 4.99 | | | Trading volume of the two markets (billion yuan) | 104.1405 | | | Trading volume change compared to previous period (billion yuan) | 12.6749 | [8]

美国关税政策在全球范围内掀起一波又一波风暴，使宏观经济格局巨变，各类资产亟需破局之道。 彭博中国市场快评系列活动推出 关税专题网络研讨会 （共两期），彭博首席经济学家及业内专家 将围绕关税相关热点议题，向大家分享最新研究成果与洞见，助您在复杂多变的宏观环境中保持高 瞻视角，破局远航！ 关税系列主题第二期 展望美国经济，聚焦中国股票与消费市场 活动时间 第一期： (已结束) 2025年4月17日（星期四）| 16:30 - 17:15 第二期： 2025年4月24日（星期四）| 16:30 - 17:15 主要议题 主讲嘉宾 Anna Wong 彭博美国首席经济学家 美国宏观经济展望 中美不确定性与A股市场 悬而未决的关税对中国消费市场的影响 Marvin Chen 彭博行业研究资深股票策略师 林爱娜 彭博行业研究亚太地区主管，亚太消费及科技行业高级分析师 扫码立即报名 * 报名需要时间审核，敬请耐心等待。审核通过将在微信收到报名成功提醒，活动开始前将会收到具体参会提醒，请注意查收！ * 彭博Bloomberg保留活动的最终解释权。 ...

" 进入第二季度，手机面板市场在"国补"政策以及年中促销季备货需求的双重推动下，呈现出短 期内需求持续旺盛的态势，尽管整体价格水平保持相对平稳，但不同技术类型的手机面板价格仍 呈现分化趋势。" 进入第二季度，手机面板市场在"国补"政策以及年中促销季备货需求的双重推动下，呈现出短期 内需求持续旺盛的态势，尽管整体价格水平保持相对平稳，但不同技术类型的手机面板价格仍呈 现分化趋势； 02 近期美国关税政策的随意变动，给市场带来了极大的不确定性。市场恐慌情绪蔓延，观望心态严 重。短期内将继续冲击全球手机产业，重塑对美出口格局，并通过供应链传导加剧全球产业链成 本压力。面对这一挑战，手机面板厂商需要展现出更高的市场敏锐度和策略灵活性，以应对可能 出现的成本上升和市场需求变化； 03 a-Si方面：进入4月，伴随着项目数量的增加，a-Si品牌需求随之上升，主力产线均满产稼动，华 南市场为抢占产能自本月开始小幅上调手机产品价格，而提供给品牌的面板和模组价格并未随之 上涨； 04 LTPS方面：LTPS面板在手机应用领域的需求依旧疲软，但车载面板需求增长推动LTPS主力产线 得以维持满产状态，供需平衡下，LTPS手机面板价 ...

今天！4月16日（周三），下午2点。 要点 请扫 描下方 二 维码或点击阅读原文观 看， 也可通过复制此链接进入直播： https://www.brighttalk.com/webcast/20732/641120 Johnny Xie， Canalys 亚太区总监 Omdia Omdia隶属于Informa TechTarget, Inc. (纳斯达克代码: TTGT)，是一家专注于技术研究与咨询的机构。 通过深刻的科技市场洞察力和可操作的建议，Omdia帮助组织做出明智的增长决策。 如您想了解更多有 关Omdia的最新研究成果，请浏览Omdia官方网站或通过电子邮件联系我们。 Canalys Canalys是Omdia的一部分，全球知名的科技市场独立分析机构，以渠道为核心，致力于为客户提供具有 全球高度和本地视角的市场分析，并协助客户打造具有创新思维的商业模式。我们的分析师作为各自领域 的专家，把市场知识和客户要求相结合，为其打造定制化的研究产品。我们提供的服务涵盖智能移动设 备，PC，IT基础设施，云，网络安全，以及智能汽车等市场。 我们始终为客户对未来技术产业的发展趋势提供指导性洞察，我们高精度、高质 ...

ANNEX III 1. Effective with respect to goods entered for consumption, or withdrawn from warehouse for consumption, on or after 12:01 a.m. eastern daylight time on April 5, 2025, subchapter III of chapter 99 of the Harmonized Tariff Schedule of the United States (HTSUS) is modified by inserting the following new headings in numerical sequence, with the material in the new heading inserted in the columns of the HTSUS labeled "Heading/Subheading", "Article Description", "Rates of Duty 1-General", "Rates of Dut ...

对美国锂电总体需求预期维持： 电动车需求影响有限：增速预期低且电池实现本土制造。 25年预计10-15%增长，180万辆车，对应动力电池装机130GWh+，需求 170GWh+。电池结构，宁德已将至12%，其余基本为北美制造。此次加税后，中国出口美国动力电池面临82.4%关税，叠加本土制造拥有 10%制造补贴+终端汽车7500美金/辆补贴，经济性远高于进口，因此厂商加速北美建厂。 储能有所影响，但IRR仍有经济性，或双发各自承担。 出口美国储能电池关税当前提升至64.9%，2026年为82.4%。若从中国进口储能系 统，则当前关税下irr为8.2%，而去年为16.9%；若从中国进口储能电芯，其他可实现本土生产，则当前irr为12.8%，而去年为17%。25年2 月末美国大储备案量65GW，其中年内计划并网项目19-20GW，同比翻倍增长，需求仍旺盛，预计美国储能总体需求仍可以有40-50%增 长，且北美缺乏铁锂电池产能，依旧依赖中国企业，双方或协商各自承担一定关税。 1.美国锂电需求： 宁德占比已下降至12%： 松下、LG新能源占据美国主要份额，宁德时代市占率12%。从电池供应结构看，松下、LG新能源占据主要 ...