美国至5月30日当周EIA成品油进口 -7万桶/日，前值37.3万桶/日。 ...

Group 1 - The core point of the article indicates that U.S. crude oil imports for the week ending May 30 were 389,000 barrels, a significant change from the previous value of -532,000 barrels [1]

Group 1 - The price for India's potash fertilizer import contract has been set at $349 per ton, marking a $70 increase from the previous year, which is a 25% rise [1] - The contract was signed between Russian potash company BPC and Indian fertilizer importer IPL, with a total volume of 650,000 tons to be delivered by December 2025 [1] - The price aligns with market expectations, as industry insiders had anticipated a price around $350 per ton [1] Group 2 - India is the world's fourth-largest importer of potash fertilizer, with imports of 3.25 million tons in 2021 and an estimated 3 million tons in 2023 [2] - The domestic price of potash in China has seen significant increases, with local 60% potash prices ranging from 3,200 to 3,250 yuan per ton [2] - Recent production cuts from Belarus and Russia, which account for 39% of global potash exports, have intensified supply-demand tensions in the market [2]

丰茂股份(301459) 公司研究/公司点评 对外投资落地，强化产能布局 ——公司对外投资公告点评 ◼ 事件描述 公司发布对外投资公告。公司拟与嘉兴高新技术产业开发区管理委员 会签订《嘉兴汽车零部件生产基地投资合作协议书》，拟在嘉兴高新技 术产业开发区购置土地，建设嘉兴汽车零部件生产基地项目。本项目 公司总投资额预计不超过人民币 15 亿元（最终投资金额以项目建设 实际投入为准）。 ◼ 核心观点 新建基地助力公司产能提升，强化产能布局 公司成长逻辑：立足主业传动系统，打造新领域增长极 汽车传统业务领域：1）出海竞争：公司泰国生产基地将于 2025 年正 式投产，主要面向东南亚及欧美市场。工厂将采用本地化供应与自动 化生产结合的模式，降低关税和物流成本，同时依托"米其林"品牌授 权，拓展海外经销商网络。泰国工厂的建成将提升公司国际市场份额。 2）进口替代：传动系统产品切入自主及合资品牌供应链，已配套上汽 通用五菱、上汽集团、一汽集团、吉利汽车等主流品牌多款车型，国 内整车配套市场逐步实现进口替代。 汽车新业务领域：1）产能扩张：2025 年，公司将在山东济南投建商 用车零部件生产基地，重点配套重汽、一汽、北汽福 ...

| | | | | | | LPG早报 | | | 研究中心能化团队 2025/06/04 | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | L P G | | | | | | | | | | | | | 日期 | 华南液化气 | 华东液化 气 | 山东液化气 | 丙烷CFR华 南 | 丙烷CIF日 本 | MB丙烷 现货 | CP预测合 同价 | | 山东醚后碳四 山东烷基化油 | 纸面进口 利润 | 主力基差 | | 2025/05/2 7 | 4820 | 4526 | 4490 | 607 | 552 | 76 | 594 | 4740 | 7750 | -188 | 536 | | 2025/05/2 8 | 4800 | 4517 | 4510 | 607 | 557 | 76 | 595 | 4740 | 7750 | -209 | 520 | | 2025/05/2 9 | 4750 | 4505 | 4530 | 605 | 557 | 75 | 574 | 4680 | 777 ...

Core Points - The U.S. government announced an increase in import tariffs on steel and aluminum from 25% to 50% starting June 4, citing national security threats and the need to enhance domestic industry competitiveness [1][3] - President Trump stated that the previous tariffs did not achieve the necessary capacity utilization for the steel and aluminum industries to meet defense needs [1] - The new tariffs aim to counteract foreign dumping of low-priced steel and aluminum, which undermines the competitiveness of the U.S. steel and aluminum sectors [1] Summary by Sections Tariff Increase - The import tariffs on steel, aluminum, and related products will rise from 25% to 50% [1] - The new tariffs will remain in effect until further notice, pending any adjustments or terminations [1] Monitoring and Adjustments - The U.S. Secretary of Commerce will monitor steel and aluminum import trends and provide recommendations to the President regarding further actions or potential tariff cancellations [2] - Tariffs imposed will not be eligible for refunds [2] Historical Context - The initial 25% tariffs on steel and aluminum were implemented in 2018, but exemptions were granted to several countries due to domestic industry impacts [3] - The Trump administration reinstated the 25% tariffs on all imports of steel and aluminum starting March 12 of this year, which faced criticism and retaliation from trade partners like Canada and the EU [3]

有色金属日报 2025-6-4 五矿期货早报 | 有色金属 铜 有色金属小组 吴坤金 从业资格号：F3036210 交易咨询号：Z0015924 0755-23375135 wukj1@wkqh.cn 曾宇轲 从业资格号：F03121027 0755-23375139 zengyuke@wkqh.cn 张世骄 从业资格号：F03120988 0755-23375122 zhangsj3@wkqh.cn 王梓铧 从业资格号：F03130785 0755-23375132 wangzh7@wkqh.cn 刘显杰 从业资格号：F03130746 0755-23375125 liuxianjie@wkqh.cn 陈逸 从业资格号：F03137504 0755-23375125 cheny40@wkqh.cn 中国财新制造业 PMI 弱于预期，而中美元首可能通话带动情绪回暖，离岸人民币走升，铜价先抑后 扬，昨日伦铜收涨 0.24%至 9638 美元/吨，沪铜主力合约收至 78180 元/吨。产业层面，昨日 LME 库 存减少 4600 至 143850 吨，注销仓单比例提高至 51.7%，Cash/3M 升水 51 美 ...

Group 1: Iron Ore and Coal Market - Global iron ore shipments totaled 34.31 million tons from May 27 to June 2, an increase of 2.42 million tons month-on-month. Shipments from Australia and Brazil accounted for 28.69 million tons, with Australia alone contributing 19.21 million tons, a decrease of 0.93 million tons [1] - Mongolia's ER company held an online auction for coking coal on June 3, with a starting price of 750 CNY/ton for Mongolian 3 premium coal. The auction for 12,800 tons ended with no bids, marking the 18th consecutive failed auction since April 22 [1] Group 2: Soybean and Palm Oil Market - As of late May, commercial soybean inventories in major oil mills in China rose to nearly 7 million tons due to concentrated imports. It is expected that 12 million tons of imported soybeans will arrive in June, followed by 9.5 million tons in July and 8.5 million tons in August, indicating sufficient domestic supply [1] - Malaysia's palm oil exports in May reached 1,230,787 tons, a 13.21% increase from the previous month [1] - India's edible oil imports in May surged by 37% to 1.18 million tons, the highest level in five months, with palm oil imports skyrocketing by 87% to 600,000 tons, the highest in six months [2] Group 3: Oil Prices and Wood Inventory - Domestic gasoline and diesel prices were adjusted upward by 65 CNY and 60 CNY per ton, respectively, effective from June 3. The average increase for 92-octane gasoline, 95-octane gasoline, and 0-octane diesel is 0.05 CNY per liter [2] - As of May 30, the total inventory of coniferous logs in China decreased by 20,000 cubic meters to 341,000 cubic meters, a reduction of 0.58% week-on-week, reaching a three-and-a-half-month low [2] Group 4: Aluminum and Lead Production - In May 2025, China's metallurgical-grade alumina production increased by 2.66% month-on-month and 4.06% year-on-year. The built production capacity was approximately 11.08 million tons, with actual operating capacity declining by 0.46% and an operating rate of 77.3%. The average profit in the alumina industry exceeded 400 CNY/ton as of May 30 [2] - A medium-sized lead smelting plant in Yunnan is expected to undergo routine maintenance in mid-June for 30-40 days, which will reduce lead production by nearly 2,000 tons in June, while silver production is expected to remain normal [2]

据央视新闻报道，当地时间6月3日，美国白宫发表声明称，美国总统特朗普宣布 将进口钢铁 和铝及其衍生制品的关税从25%提高至50%，该关税政策自美国东部时间2025年6月4日凌晨 00时01分起生效 。 声明表示， 美国从英国进口的钢铝关税仍将维持在25% 。自2025年7月9日起，美方可根据 《环境政策声明》的条款调整适用的关税税率，并制定钢铝的进口配额。如果英国被认定为 未遵守《环境政策声明》的相关规定，则可将适用关税税率提高至50%。 当地时间5月30日，美国总统特朗普在宾夕法尼亚州举行的一场集会上表示，将把进口钢铁的 关税从25%提高至50%。随后，特朗普在社交媒体平台上发文表示，该决定从6月4日起生效。 来源 | 央视新闻 本期编辑 金珊 美政府提出首份削减开支方案，申请收回94亿美元 关税政策推进受阻，特朗普政府求助上诉法院 马斯克：不想为美政府所做的一切承担责任，政府效率部成替罪羊 SFC 21君荐读 ...

"首发通关便利化政策正吸引越来越多企业选择上海作为新品首发地。"上海市静安区商务委副主任夏麟 表示，静安区已有8家国际一线品牌申请加入通关白名单。 本报上海6月3日讯（记者李治国）上海市商务委、上海海关日前联合发布《关于开展首发进口消费品检 验便利化措施试点的公告》，通过全国首创的"白名单+差异化合格评定"检验模式，为"首展、首秀、首 店、首发"进口消费品通关提速增效。 为进一步发挥首发经济的提振带动效应，上海市商务委会同上海市财政局、上海海关等部门在今年联合 出台"首发上海3.0版"支持政策，重点推出3项新举措和7项延续措施，其中两项新举措涉及首发进口新 品通关"便利化"。 此次新推出的便利化措施以"扩范围、分场景、强联动"为核心，通过三大制度创新破解通关痛点。一是 品类覆盖实现全域性突破，将适用范围扩展至服装、玩具等全品类进口首发消费品。二是分层监管构建 柔性机制，对于不进入流通领域的首展首秀展品、单批次20件以下的小批量新品，实施"合格保证、快 速验放"，20件以上批量进口的首发新品，可凭有资质有能力的实验室签发的检测报告实施快速验放。 三是跨部门协同服务，建立首发新品白名单联动机制，由商务主管部门推荐 ...