Core Points - The Ministry of Commerce of the People's Republic of China announced an anti-dumping investigation on imported simulation chips originating from the United States, effective September 13, 2025 [1] - The investigation is categorized under the tariff code 85423990, and other products under this code are excluded from the investigation [1] - A questionnaire will be distributed to foreign exporters or producers, domestic producers, and domestic importers, with specific requirements for each group [1] - Respondents must submit their completed questionnaires within 37 days from the date of the notice, and failure to comply may result in the investigation authority making a decision based on available information [1] Summary by Category Investigation Details - The anti-dumping investigation targets simulation chips from the U.S. and is part of the Ministry of Commerce's regulatory framework [1] - The investigation is based on the provisions of the Anti-Dumping Regulations of the People's Republic of China [1] Questionnaire Process - Three types of questionnaires will be issued: for foreign exporters or producers, domestic producers, and domestic importers [1] - Respondents are required to submit both electronic and paper versions of their questionnaires, ensuring consistency in content and format [2] - Queries regarding the questionnaire process can be directed to the investigation authority [2]

Core Points - The Ministry of Commerce of China has announced a hearing regarding the anti-dumping case on pork and pork products imported from the European Union [1][2] - The hearing aims to ensure fairness, justice, and transparency in the investigation process, following a request from the European Commission and the French Pig Industry Association [2] - Interested parties must submit their applications to participate in the hearing by October 23, 2025, and provide a written summary of their statements and relevant evidence [2][3] Summary by Sections - **Hearing Announcement** - The Ministry of Commerce will hold a hearing on the preliminary ruling concerning dumping, damage, and the causal relationship between the two [2] - **Participation Requirements** - Interested parties must fill out a registration form and submit it by the specified deadline to be eligible to participate [2][3] - Those wishing to speak at the hearing must also submit a written summary and relevant evidence along with their registration [2] - **Hearing Logistics** - The specific time and location of the hearing will be announced on the Ministry's website after the review of applications [3] - The designated language for the hearing will be Chinese [2]

Core Viewpoint - The Ministry of Commerce of the People's Republic of China has announced a hearing regarding the anti-dumping investigation into pork and pork products imported from the European Union, initiated on June 17, 2024, to ensure a fair and transparent investigation process [1][2]. Group 1: Hearing Details - The hearing will address issues related to dumping, damage, and the causal relationship between the two as outlined in the preliminary ruling of the case [2]. - Interested parties wishing to participate in the hearing must submit a registration form by October 23, 2025, before 17:00 [2][3]. - Those wishing to speak at the hearing must submit a written summary of their statements and relevant evidence along with their registration form [2]. Group 2: Participation and Publication - The speaking time for representatives at the hearing will be determined by the Ministry of Commerce based on the number of registrations [3]. - The notice and registration form will be published on the Ministry of Commerce's website, allowing interested parties to download them directly [3]. - A list of approved participants, along with specific details about the hearing's time and location, will be published on the same website after review by the Ministry of Commerce [3].

Core Viewpoint - The Ministry of Commerce of the People's Republic of China has initiated an anti-dumping investigation into pork and pork products imported from the European Union, following a request from the European Commission and the French Pig Industry Association (INAPORC) [1] Group 1 - The investigation aims to ensure fairness, justice, and transparency in the investigation process [1] - A hearing regarding the anti-dumping case will be held by the Ministry of Commerce in the near future [1]

Core Viewpoint - The reduction in imported canola seed from Canada due to anti-dumping investigations has significantly impacted China's canola seed imports, leading to low domestic crushing volumes and a potential shift in supply dynamics for canola meal and oil [1][4]. Group 1: Impact of Anti-Dumping Investigation - China's imports of canola seed have sharply decreased, with no imports expected in October and November, and only one shipment of 65,000 tons anticipated in December [1]. - The anti-dumping investigation has led to a theoretical profit margin exceeding 1,000 yuan for importing Canadian canola seeds, but the overall international canola prices are under pressure due to increased supply from new harvests [1][5]. - The relationship between China and Canada shows signs of improvement, which could lead to a potential cancellation of the anti-dumping investigation if trade conditions change [2]. Group 2: Supply and Demand Dynamics - From January to August, China imported 2.33 million tons of canola seed, a decrease from 3.42 million tons in the same period last year, with a significant drop in imports from Canada [3]. - The import of canola meal has not declined despite the reduction in canola seed imports, with a notable increase in imports from Dubai and India [4]. - The domestic demand for canola meal is expected to remain stable, with the supply being sufficient to meet the needs despite the seasonal decline in consumption during the fourth quarter [4]. Group 3: International Market Trends - The USDA forecasts a global canola seed production of 89.54 million tons for the 2025/2026 season, which is a slight decrease from previous estimates but still represents a historical high [5]. - International canola prices are under pressure, particularly for Canadian canola, which is experiencing a more significant price drop compared to other major producing regions [5].

Core Viewpoint - The Indian Ministry of Commerce has initiated an anti-dumping investigation into solar packaging materials imported from South Korea, Thailand, and Vietnam, following a request from RenewSys India Pvt. Ltd. [1] Group 1: Investigation Details - The investigation pertains to products under Indian customs codes 39019000, 39201019, 39201099, 39202090, 39206190, 39206290, 39209919, 39209932, 39209939, 39209992, and 39209999 [1] - The anti-dumping investigation period is set from April 1, 2024, to March 31, 2025, covering a duration of 12 months [1] - The damage investigation period includes the years 2021 to 2022, 2022 to 2023, 2023 to 2024, and extends to the same period as the anti-dumping investigation [1]

Core Viewpoint - The Indian Ministry of Commerce has initiated an anti-dumping investigation into PET films imported from China, Bangladesh, Thailand, and the USA, following applications from domestic companies [1] Group 1: Investigation Details - The investigation targets PET films with a thickness of 8 to 100 microns, excluding those used for solar panels [1] - The period for the anti-dumping investigation is set from April 1, 2024, to March 31, 2025, lasting 12 months [1] - The damage investigation period covers multiple years: April 1, 2021, to March 31, 2022; April 1, 2022, to March 31, 2023; April 1, 2023, to March 31, 2024; and April 1, 2024, to March 31, 2025 [1]

9月29日，印度商工部发布公告称，应印度国内企业提交的申请，对原产于或进口自中国的太阳能封装 材料（不含EVA封装材料）发起反倾销调查。本次调查产品为聚烯烃封装材料（POE）和EVA-POE- EVA封装材料（EPE）。本案倾销调查期为2024年4月1日至2025年3月31日，损害调查期为2021年至 2022年、2022年至2023年、2023年至2024年及2024年4月1日至2025年3月31日。 ...

文 | 对冲研投编辑组 编辑 | 杨兰 审核 | 浦电路交易员 信息来源 | 鹰眼快讯 十一长假即将结束，假期间全球金融市场发生了哪些重要事件？跟着对冲研投内容团队一起复盘 假期外盘行情，回顾国内外重要资讯及数据，为明天的开盘做充足的准备吧！ 常规数据资讯监控请点击 现在 来跟我们一起做全球宏观 &大宗商品的开盘准备吧！ 大类资产整体走势一览 0 1 全球股市普涨，黄金价格再创新高，国际油价下挫 1. 全球股市：海外主要股指集体上涨，日经表现突出。 国庆假期期间，国内外基本面及宏观局势相对稳定，全球风险资产普遍上行。纳指涨0.87%，标普500 指数涨0.8%，道指涨0.62%，VIX指数跌4.55%；日经225指数大涨6.72%，恒生指数涨0.56%。欧股 方面，德国DAX指数涨2.57%，欧洲50指数涨2.01%，法国CAC40指数涨1%。 2. 外汇市场：美元指数小幅回升，日元兑美元大幅贬值。 文末 "阅读原文" 进入鹰眼快讯产品 多重因素使避险资金等的惯性流入驱动贵金属价格进一步走高，COMEX黄金涨3.31%至4012.3美元/ 盎司，COMEX白银涨1.61%。有色金属整体大幅上行，伦锌涨超4%， ...

Core Viewpoint - Canada has decided to impose tariffs on Chinese electric vehicles without conducting a thorough investigation, leading to strong opposition from China, which threatens retaliatory measures if Canada continues its actions [1][4]. Group 1: Tariff Decisions - Canada is implementing tariffs on Chinese electric vehicles, which are reportedly more stringent than those of the US and EU [1]. - The decision lacks sufficient evidence and is seen as unfounded, especially since Chinese electric vehicles hold a minimal market share in Canada [4]. - In addition to electric vehicles, Canada plans to impose a 25% tariff on Chinese steel and aluminum products [4]. Group 2: China's Response - China has initiated multiple countermeasures, including anti-dumping investigations on Canadian canola and chemical products, citing abnormal pricing in the Chinese market [6]. - A request for dispute resolution has been submitted to the World Trade Organization (WTO) to protect Chinese enterprises' interests [6]. - China has launched a global anti-discrimination investigation, accusing Canada of politicizing trade issues to align with US policies [6]. Group 3: International Reactions - Some countries, such as Norway, have expressed disapproval of the tariffs on Chinese electric vehicles, advocating for resolution through the WTO rather than unilateral sanctions [9]. - The global demand for Chinese electric vehicles remains strong, and there is no indication of overcapacity in the industry [9].