内外套日报 研究中心能化团队 2025/06/11 最 新 品 种 进 口 利 润 / 内 外 价 差 日期 类别 品种 进口利润/内外价差 2025/06/10 农产品 Cotlook 1%关税进口利润 - 2025/06/10 农产品 M级美棉141%关税进口利润 -19783 2025/06/10 农产品 巴西大豆榨利：3月 - 2025/06/10 农产品 美湾大豆榨利：7月 - 2025/06/10 农产品 美湾大豆榨利：11月 - 2025/06/10 农产品 豆油进口利润：5月 - 2025/06/10 农产品 豆油进口利润：9月 - 2025/06/10 农产品 豆油进口利润：1月 - 2025/06/10 农产品 棕榈油进口利润：1月 - 2025/06/10 农产品 棕榈油进口利润：5月 - 2025/06/10 农产品 棕榈油进口利润：9月 - 2025/06/10 铁矿 铁矿内外价差 - 2025/06/10 能源 高硫内外价差 7 2025/06/10 能源 低硫内外价差 17 2025/06/10 能源 SC-BRT价差 -0 2025/06/10 能源 SC-WTI价差 2 20 ...

Core Insights - The U.S. API refined oil imports decreased by 253,000 barrels per day for the week ending June 6, compared to a previous value of 255,000 barrels per day [1] Industry Summary - The decline in refined oil imports indicates a potential shift in supply dynamics within the U.S. oil market, which may impact pricing and availability [1] - The current import levels suggest a tightening in the market, which could lead to increased domestic production or changes in consumption patterns [1]

Core Viewpoint - The U.S. API crude oil imports decreased by 117,000 barrels for the week ending June 6, compared to an increase of 141,000 barrels in the previous period [1] Group 1 - The current week's crude oil imports show a significant decline, indicating potential shifts in supply dynamics [1] - The previous week's imports were notably higher, suggesting fluctuations in demand or supply chain adjustments [1]

Core Point - The United States and Mexico are nearing an agreement to lower steel tariffs and address issues related to automobile imports [1] Group 1: Steel Tariffs - The potential agreement aims to reduce the existing steel tariffs imposed by the United States on Mexican steel imports [1] - This move is expected to enhance trade relations between the two countries and benefit the steel industry [1] Group 2: Automobile Imports - The discussions also focus on resolving concerns regarding automobile imports from Mexico, which have been a point of contention [1] - A successful resolution could lead to increased automobile trade and production collaboration between the U.S. and Mexico [1]

LME铜价下跌，市场情绪谨慎，贸易谈判与美国铜进口税调查将如何影响铜价？ 相关链接 期货热点追踪 ...

Core Points - The successful import of 13 tons of live clams and grouper from Bangkok to Ordos marks a significant breakthrough for the Ordos aviation port in the import of fresh aquatic products and edible aquatic animals [1][3] - The customs clearance process for these perishable goods was expedited, taking only 2.5 hours from landing to release, highlighting the efficiency of the customs service [3] Group 1 - The Ordos Customs has strengthened supervision and optimized services to promote the import of high-quality fresh aquatic products from Southeast Asia, contributing to the foreign trade development of Inner Mongolia [3] - A special guarantee plan was developed to meet the high timeliness requirements for the import of live aquatic products, including early declaration, priority review, appointment inspection, and rapid release [3] - The comprehensive designated supervision area for imported fruits, edible aquatic animals, and fresh aquatic products at the Ordos aviation port was approved by the General Administration of Customs in 2023, making it the first of its kind in Northwest China [3] Group 2 - Imported fruits and aquatic products can be directly transported to Ordos City, with fresh fruits and seafood being delivered to major markets in the city within one hour and to neighboring cities like Hohhot, Baotou, and Yulin within 2 to 3 hours [3]

市场分析 2025-06-09日沪镍主力合约2507开于122280元/吨，收于122710元/吨，较前一交易日收盘变化0.47%，当日成交量为 115890手，持仓量为76246手。 新能源及有色金属日报 | 2025-06-10 钢厂价格下调，不锈钢盘面创新低 镍品种 沪镍主力合约夜盘开盘快速上涨至前期高点附近后振荡回落至上日收盘价附近，日盘开盘振荡上涨至夜盘高点附 近后小幅回落，收中阳线。成交量较上个交易日有所增加，持仓量较上个交易日有所减少。6月9日中美美在英国 伦敦开始举行中美经贸磋商机制首次会议。国家统计局6月9日发布数据显示，5月份，居民消费价格指数（CPI） 环比下降0.2%，同比下降0.1%，扣除食品和能源价格的核心CPI同比上涨0.6%，涨幅比上月扩大0.1个百分点。工 业生产者出厂价格指数（PPI）环比下降0.4%，降幅与上月相同，同比下降3.3%，降幅比上月扩大0.6个百分点。 菲律宾苏里高矿区装船效率恢复尚可。铁厂因亏损已实施减产措施，对镍矿原料需求转弱。印尼，苏拉威西镍矿 区受降雨影响，镍矿供应紧缺现象难改。6月（一期）内贸基准价下跌0.02美元左右，升水+26-28，整体价格环比 ...

Import Process Overview - The import process for paints involves several steps including signing a trade contract, arranging transportation, customs inspection, and tax payment [5][6]. - Basic commercial documents required include contracts, invoices, packing lists, and bills of lading [6]. - Specific documentation for hazardous materials includes safety data sheets, transportation certification, and compliance statements [6]. Customs Duties and Taxes - The HS codes for paints typically start with 3208 and 3209, with a general tariff rate of 10% [6]. - The value-added tax (VAT) is set at 13%, while some paints may incur a consumption tax of 4% if they exceed a certain VOC content [6]. Transportation Methods - Sea freight is suitable for bulk chemical products, offering lower costs but longer transit times, making it ideal for non-urgent shipments [8]. - Air freight is recommended for small quantities or urgent shipments, providing faster delivery but at a higher cost [10][11]. Additional Considerations - Special paints may require additional import licenses due to their chemical composition [6]. - The importation process also includes various inspections and certifications to ensure compliance with local regulations [5][6].

农产品日报 | 2025-06-10 郑棉期价小幅反弹，关注中美新一轮谈判 棉花观点 期货方面，昨日收盘棉花2509合约13495元/吨，较前一日变动+135元/吨，幅度+1.01%。现货方面，3128B棉新疆 到厂价14485元/吨，较前一日变动+42元/吨，现货基差CF09+990，较前一日变动-93；3128B棉全国均价14620元/ 吨，较前一日变动+59元/吨，现货基差CF09+1125，较前一日变动-76。 市场要闻与重要数据 近期市场资讯，据中国棉花信息网对全国棉花交易市场18个省市的154家棉花交割和监管仓库、社会仓库、保税区 库存和加工企业库存调查数据显示，5月底全国棉花商业库存345.87万吨，较上月减少69.39万吨，降幅16.71%，低 于去年同期31.54万吨，降幅8.36%。 市场分析 昨日郑棉期价延续偏强震荡。宏观方面，中美贸易谈判释放积极信号，国内棉价受到提振小幅反弹。不过关税不 确定性仍强，需持续关注近日在伦敦进行的中美会谈结果。国际方面，当前美棉播种进度持续偏慢，支撑棉价， 不过主产区近期降雨偏多，旱情较前期持续改善，其他国家供应端天气的叙事性目前也不足，国际棉价短期预计 ...

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