【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com （责任编辑：宋政 HN002） 格隆汇8月12日｜2024年9月9日，商务部以自主立案方式对原产于加拿大的进口油菜籽发起反倾销调 查。2024年9月14日，应中国国内产业申请，商务部对原产于加拿大等国的进口卤化丁基橡胶发起反倾 销调查。立案后，商务部本着公平、公正、公开、透明的原则，严格按照中国相关法律法规和世贸组织 相关规则进行调查。经过调查，初步证据表明，进口被调查产品存在倾销，相关国内产业受到了实质损 害，且倾销与实质损害之间存在因果关系。根据《中华人民共和国反倾销条例》有关规定，商务部于 2025年8月12日发布两案初裁公告，决定实施临时反倾销措施，裁定油菜籽案加拿大公司的倾销幅度为 75.8%、卤化丁基橡胶案加拿大公司的倾销幅度为26.2%-40.5%。 ...

商务部：自本公告发布之日起，商务部对原产于加拿大的进口豌豆淀粉进行反倾销立案调查，本次调查确定的倾销调查期为2024年1月1日至2024年12月31日，产业损害调查期为2021年1月1日至2024年12月31日。外汇交易员 (@myfxtrader):#新闻 国务院关税税则委员会：自2025年3月20日起，对加拿大菜子油、油渣饼、豌豆加征100%关税。对水产品、猪肉加征25%关税。 https://t.co/WyEe9ecr30 ...

Industry Overview - As of July 31, the PVC production capacity utilization rate increased to 76.84%, up 0.05% week-on-week and 3.64% year-on-year. The calcium carbide method utilization rate decreased to 76.03%, down 3.22% week-on-week and 0.28% year-on-year, while the ethylene method increased to 78.99%, up 8.71% week-on-week and 14.68% year-on-year [1] - Recent maintenance activities at various plants, including UHV Chemical and Erdos, along with the resumption of operations at Qilu Petrochemical and others, contributed to the slight increase in PVC capacity utilization [1] Cost Analysis - The cost of calcium carbide in UHV is quoted at 2200 CNY/ton, while the price of medium coal is 605 CNY/ton, and ethylene is priced at 820 USD/ton, indicating stable cost conditions [1] Market Sentiment - According to Guangzhou Futures, with the continuous rise in prices, the profit margins for PVC and caustic soda plants are recovering, leading to increased operational enthusiasm among companies, which is expected to result in a production rebound in August [2] - However, new capacity from Tianjin Bohua (400,000 tons) and Fujian Wanhua (500,000 tons) is anticipated to exert supply pressure, while downstream operations remain low due to high temperatures [2] Supply and Demand Dynamics - Hualian Futures noted a slight increase in supply due to the resumption of operations at several plants, maintaining overall supply at high levels compared to the same period last year. The downstream production rate saw a minor rebound, particularly in pipe manufacturing, but overall demand remains weak due to adverse weather conditions and ongoing real estate sector challenges [3] - Inventory levels are fluctuating, with upstream factory inventories decreasing while social inventories are increasing. Cost factors such as calcium carbide and ethylene prices remain stable, but there is insufficient valuation support [3]

Core Viewpoint - The South Korean government, led by Lee Jae-myung, is facing significant challenges regarding tariffs and trade relations with the United States, particularly after a planned high-level economic meeting was abruptly canceled by U.S. Treasury Secretary Janet Yellen [1][3]. Group 1: Trade Relations and Tariffs - South Korea is attempting to negotiate tariff exemptions with the U.S. by offering deeper industrial cooperation in sectors like shipbuilding and semiconductors [1][3]. - The South Korean government has previously struggled to convince the Trump administration to ease tariffs, indicating a history of diplomatic challenges in this area [3]. - In response to U.S. pressure, South Korea is considering opening its fuel market and encouraging domestic companies to present a substantial investment package to the U.S. [3][4]. Group 2: Domestic and International Implications - South Korea has decided to impose temporary anti-dumping duties on hot-rolled steel plates imported from China, which is seen as a move to protect domestic industries during an investigation [4][6]. - The decision to impose tariffs on Chinese imports is coupled with similar measures against Japanese steel, suggesting a broader strategy rather than a direct attack on China [6]. - The South Korean media has reported that the U.S. is pressuring South Korea to expand the scope of the U.S.-Korea Mutual Defense Treaty to include the entire Indo-Pacific region, particularly concerning Taiwan [6][8]. Group 3: Economic Consequences - China remains South Korea's largest trading partner, with bilateral trade expected to exceed $310 billion in 2024, raising concerns about the economic impact of tariff measures against Chinese goods [8][10]. - The potential involvement of South Korea in Taiwan-related issues could severely damage the political foundation of Sino-Korean relations, reminiscent of past tensions caused by the THAAD missile defense system [8][10]. Group 4: Strategic Considerations - The South Korean business community generally favors maintaining good relations with China, while the government faces pressure from the U.S. to take actions that may harm these relations [10][12]. - Analysts suggest that while South Korea may increase military spending under U.S. pressure, direct involvement in Taiwan conflicts is unlikely due to regional security concerns [10][12]. - The Chinese government has firmly stated its opposition to any agreements that compromise its interests, warning South Korea against using Chinese interests as leverage in negotiations with the U.S. [12][14].

Group 1 - The U.S. has announced the results of an anti-dumping investigation into Canadian lumber, determining that Canada has been dumping softwood lumber and will impose anti-dumping duties [1] - The Canadian dollar has appreciated against the U.S. dollar, with an increase of 0.5% [1] - The Canadian stock index has maintained an increase of nearly 0.5% [1] Group 2 - The yield on Canadian 10-year government bonds has decreased by over 3 basis points, stabilizing around a daily low of 3.508% [1]

Core Viewpoint - Brazil's Ministry of Development, Industry, Trade and Services has made a preliminary affirmative ruling on anti-dumping measures against polyester yarn originating from China, but has not recommended the imposition of temporary anti-dumping duties, continuing the investigation and extending the final ruling deadline to 18 months from the date of filing [1] Group 1 - Brazil's foreign trade secretariat issued announcement No. 58 of 2025 regarding the anti-dumping investigation [1] - The investigation pertains to polyester yarn imported from China [1] - The final ruling deadline has been extended to 18 months from the initiation of the case [1]

Core Viewpoint - Turkey's Ministry of Trade has issued a final affirmative ruling on anti-dumping measures against fiberglass reinforced materials originating from Egypt and Bahrain, imposing specific anti-dumping duties on these products [1] Summary by Category Anti-Dumping Measures - The anti-dumping duties are applied to the cost, insurance, and freight (CIF) price of the products [1] - The specific duties are as follows: - Jushi Egypt for Fiberglass Industry S.A.E. (Egypt) is subject to a duty of 9.58% - Other Egyptian companies face a duty of 14.63% - CPIC Abahsain Fiberglass W.L.L. (Bahrain) is subject to a duty of 20% - Other Bahraini companies face a duty of 23.61% [1] Duration of Measures - The anti-dumping measures will be effective for a period of five years from the date of the announcement [1]

Core Viewpoint - Turkey's Ministry of Trade has issued a definitive anti-dumping ruling against granite originating from Egypt, imposing anti-dumping duties on specific Egyptian companies and other entities [1] Summary by Category Anti-Dumping Measures - The anti-dumping duties are set at 49% for Gracore for Mining Export Marble and Granite, 55% for AL Adnan Stone for Marble and Granite, and 66% for other Egyptian companies [1] - These measures will take effect immediately from the date of the announcement and will remain in place for five years [1]

Core Viewpoint - The European Commission has made a preliminary anti-dumping ruling against Chinese-origin fused alumina, indicating significant tariffs on specific companies involved in the production [1] Company Summary - Chongqing Saiter Corundum Co., Ltd. faces a temporary anti-dumping tax of 125.2% [1] - Luoyang Runbao Grinding Materials Co., Ltd. is subject to a temporary anti-dumping tax of 111.9% [1] - Other cooperating companies will incur a temporary anti-dumping tax of 118.8% [1] - Non-cooperating companies face a higher temporary anti-dumping tax of 136.3% [1] Industry Summary - The anti-dumping investigation period is set from October 1, 2023, to September 30, 2024, while the damage investigation period spans from January 1, 2021, to the end of the dumping investigation period [1] - Stakeholders have a limited timeframe to submit hearing requests within 5 days and case comments within 15 days following the announcement [1] - The European Commission initiated the anti-dumping investigation on November 21, 2024, targeting Chinese-origin fused alumina [1]

Group 1 - The U.S. Department of Commerce announced a preliminary anti-dumping ruling on imports of Active Anode Material from China, with a dumping margin of 93.50% for individual producers/exporters and a national rate of 102.72% [1] - The investigation primarily involves products under U.S. Customs codes 2504.10.5000 and 3801.10.5000 [1] - The anti-dumping and countervailing duty investigation was initiated on January 7, 2025 [1]