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LPG:扭曲贸易流重塑,弱势行情已加速释放
Guo Tou Qi Huo· 2025-08-20 12:48
Group 1: Report Industry Investment Rating - Not provided Group 2: Core Viewpoints of the Report - The previous rapid decline of PG accelerated the release of weak expectations. Currently, the marginal improvement of fundamentals and relative strength compared to crude oil indicate good realization of this expectation. The downward driving force has faded, but the rebound space is limited. The market may show a near - strong and far - weak pattern during the logistics repair process [11] Group 3: Summary by Related Contents China's LPG Import Structure Changes - During the 2018 - 2020 trade war, US propane exited the Chinese market due to a 20% tariff. By 2024, the proportion of US LPG imports in China reached a record high of 50.9%, and subsequently, trade conflicts led to fluctuations in this proportion. In March 2025, it dropped to 38.7%, and in June, it fell to 12%. It is expected to remain in the range of 35% - 40% in the short term [1][3][4] - After the expectation of a 145% tariff on US LPG in May, there was a rush to import, causing the total LPG import volume to increase after March. In June, the procurement volume declined rapidly, and the proportion of US LPG also decreased significantly [4] - In July, the total domestic import volume is expected to rebound, with the year - on - year decline narrowing from - 21% in June to - 12% in July. The proportion of US LPG in the import volume is expected to further recover to 36% in August [4] US LPG Export Changes - Since 2022, Northeast Asia, centered on China, has become the main destination for US LPG exports. In 2024, Northeast Asia accounted for 50.7% of US LPG exports, with China being the largest export destination at 15.6% [8] - In 2025, after the sharp decline in exports to China, exports to other regions such as Northeast Asia and Europe remained stable. The US redirected its exports to South Asia and Southeast Asia, with the export proportion to these two regions increasing from 9.4% in Q1 to 20.4% in Q2 [8] Market Fundamentals and Outlook - The EIA slightly increased its short - term forecast of natural gas and associated propane production, but the room for further production increase within the year is limited due to weak gas prices. The over - supply pressure remains, but the negative pressure may decline marginally [11] - In August, the Middle East CP was significantly lowered for the first time in a year, indicating the Middle East's attitude to seize the market under over - supply pressure. The previously high PG/crude oil ratio has been restored to a historical neutral level [11] - The low - price PG has stimulated the recovery of terminal demand, and the distorted trade flow has begun to repair. After the recent rapid decline of crude oil, PG has remained relatively stable, with a firm ratio [11]
原油日报:乌克兰加大对俄设施打击,友谊管道南线停运-20250820
Hua Tai Qi Huo· 2025-08-20 05:18
Market News and Important Data - The price of light - sweet crude oil futures for September delivery on the New York Mercantile Exchange fell $1.07 to $62.35 per barrel, a decline of 1.69%; the price of Brent crude oil futures for October delivery on London dropped 81 cents to $65.79 per barrel, a decline of 1.22%. The SC crude oil main contract closed down 0.87% at 481 yuan per barrel [1] - The spokesman for the Commander - in - Chief of the Iraqi Armed Forces said that the withdrawal of the US - led international coalition from Iraq was "an achievement of the government", and Iraq was capable of combating terrorism and maintaining national security and stability without external assistance [1] - US Treasury Secretary Besent plans to raise tariffs on India for purchasing Russian oil, stating that India's arbitrage through Russian oil is unacceptable [1] - Germany's economy ministry said that the oil transportation route from Russia's Friendship Pipeline to Kazakhstan was briefly interrupted due to Ukraine's attack on relevant infrastructure [1] - If the US maintains higher tariffs on India than on other Asian markets, it will pose risks to Fitch's forecast of India's 6.5% economic growth rate this fiscal year. The US imposed a 25% reciprocal tariff on India on August 7, and another 25% tariff will take effect on August 27. Fitch believes that India's IT service companies and domestic - focused industries will be minimally affected, but higher tariffs will pressure Indian companies' operating performance and may bring downward risks to domestic prices of products like steel and chemicals [1] Investment Logic - Before the Russia - US summit, Ukraine has recently increased its attacks on Russian oil infrastructure, including key pumping stations of the Friendship Pipeline and several major Russian refineries. The attack has led to the interruption of the southern line of the Friendship Pipeline, stopping Russia's crude oil transportation of about 200,000 barrels per day to Hungary and Slovakia. The drone attack on the Ryazan refinery in Russia has also caused its shutdown, affecting crude oil processing volume and refined oil exports. The tense situation between Russia and Ukraine still has a significant impact on the oil market [2] Strategy - Oil prices are expected to be weakly volatile in the short term and bearish in the medium term [3] Risks - Downside risks: The US relaxes sanctions on Russian oil, and macro black - swan events occur [3] - Upside risks: The US intensifies sanctions on Russian oil, and large - scale supply disruptions occur due to conflicts in the Middle East [3]
国泰君安期货商品研究晨报-20250820
Guo Tai Jun An Qi Huo· 2025-08-20 05:02
Report Industry Investment Ratings Not provided in the given content. Core Views of the Report - Various commodities show different trends, including price fluctuations, range - bound trading, and impacts from macro and industry news [2][6] - Some commodities are affected by factors such as supply - demand relationships, cost support, and policy changes Summary by Commodities Precious Metals - **Gold**: PPI exceeding expectations dampens interest - rate cut expectations, with a trend strength of - 1 [2][8] - **Silver**: Experiences a slight decline, with a trend strength of - 1 [2][8] Base Metals - **Copper**: The rise of the US dollar puts pressure on prices, with a trend strength of 0 [2][12] - **Zinc**: Shows a slight decline, with a trend strength of - 1 [2][15] - **Lead**: A significant increase in overseas inventories puts pressure on prices, with a trend strength of - 1 [2][18] - **Tin**: Trades in a range, with a trend strength of - 1 [2][21] - **Aluminum**: Trades in a range, with a trend strength of 0; Alumina's center of gravity moves down, with a trend strength of - 1; Casting aluminum alloy follows electrolytic aluminum, with a trend strength of 0 [2][25] - **Nickel**: Narrowly fluctuates based on fundamentals, and investors should be wary of news - related risks, with a trend strength of 0 [2][28] - **Stainless Steel**: The steel price fluctuates due to the game between macro expectations and reality, with a trend strength of 0 [2][28] Energy - related Metals - **Carbonate Lithium**: Trades in a range, and investors should pay attention to supply disruptions, with a trend strength of 0 [2][34] Industrial Metals - **Industrial Silicon**: Market sentiment weakens, with a trend strength of - 1 [2][38] - **Polysilicon**: Market news boosts sentiment, with a trend strength of 1 [2][39] Ferrous Metals - **Iron Ore**: Macro risk appetite has not significantly declined, and there is still support, with a trend strength of 0 [2][43] - **Rebar**: Trades in a wide range, with a trend strength of - 1 [2][46] - **Hot - rolled Coil**: Trades in a wide range, with a trend strength of 0 [2][47] - **Silicon Ferrosilicon**: The market leans towards fundamentals and shows a weak - side fluctuation, with a trend strength of - 1 [2][51] - **Silicomanganese**: The market leans towards fundamentals and shows a weak - side fluctuation, with a trend strength of - 1 [2][51] - **Coke**: Trades at a high level, with a trend strength of 0 [2][55] - **Coking Coal**: Trades at a high level, with a trend strength of 0 [2][55] Forestry Products - **Log**: Fluctuates repeatedly, with a trend strength of 0 [2][58] Chemicals - **Para - xylene**: Cost support is weak, but terminal demand improves, and the monthly spread remains strong [2][62] - **PTA**: Weak reality and strong expectations lead to a monthly - spread reverse arbitrage [2][62] - **MEG**: The arrival volume this week is low, and the basis strengthens [2][62] Rubber - **Rubber**: Fluctuates weakly [2][31] - **Synthetic Rubber**: Pulls back in the short - term and trades in a range in the medium - term [2][33] Building Materials - **Asphalt**: Poor sales and unfavorable crude - oil trends [2][35] - **LLDPE**: Trades in a range [2][38] - **PP**: Tends to be weak, but investors should be cautious when short - selling at low levels [2][39] - **Caustic Soda**: Should be treated bullishly, but investors should pay attention to the situation of near - month warehouse receipts [2][40] - **Pulp**: Fluctuates weakly [2][41] - **Glass**: The price of the original sheet is stable [2][43] - **Methanol**: Fluctuates [2][44] - **Urea**: Driven by short - term news, the upside space narrows [2][46] - **Soda Ash**: Little change in the spot market [2][48] - **LPG**: The risk of squeezing positions in the near - month contract still exists [2][49] Agricultural Products - **Palm Oil**: Follows the macro trend and adjusts [2][61] - **Soybean Oil**: Lacks driving force from US soybeans and adjusts [2][61] - **Soybean Meal**: The overnight US soybeans close lower, and the domestic soybean meal adjusts and fluctuates [2][63] - **Soybean**: The atmosphere in the soybean market is weak, and it adjusts and fluctuates [2][63] - **Corn**: Runs weakly [2][65] - **Sugar**: The import volume in July increases significantly year - on - year [2][67] - **Cotton**: Investors should pay attention to the listing of new cotton [2][68] - **Egg**: The long - term expectation is weak [2][70] - **Live Pig**: Wait for the verification of the spot price at the end of the month [2][71] - **Peanut**: Investors should pay attention to the situation of new peanuts [2][72] Shipping - **Container Shipping Index (European Line)**: Fluctuates and consolidates, and investors can hold short positions in the October contract as appropriate [2][54] Textiles - **Short - fiber**: Trades in a short - term range, and investors should pay attention to the approaching peak - season demand [2][58] - **Bottle - grade Chip**: Has limited downside space and trades in a range [2][58] - **Offset Printing Paper**: Fluctuates at a low level and has limited upward momentum [2][59] - **Pure Benzene**: Fluctuates weakly [2][60]
特朗普突扩关税物流业震 黄金早盘仍有下行空间
Jin Tou Wang· 2025-08-20 02:20
摘要今日周三(8月20日)亚盘时段,现货黄金目前交投于3311.84美元附近,截至发稿,现货黄金最新 报3311.69美元/盎司,跌幅0.10%,最高上探3317.21美元/盎司,最低触及3311.39美元/盎司。目前来 看,现货黄金短线偏向看空走势。 新清单涵盖汽车零部件、化学品、塑料和家具部件——彰显特朗普动用行业关税的触及范围之广。这独 立于他的"对等关税"所动用的行政权力。 今日周三(8月20日)亚盘时段,现货黄金目前交投于3311.84美元附近,截至发稿,现货黄金最新报 3311.69美元/盎司,跌幅0.10%,最高上探3317.21美元/盎司,最低触及3311.39美元/盎司。目前来看, 现货黄金短线偏向看空走势。 【要闻速递】 据报道称,上周五,美国总统特朗普(Donald Trump)扩大钢铁和铝关税范围,将摩托车和餐具等400多 种含有这些金属的消费品纳入其中,此举震惊了美国的物流行业。 美国报关行和进口商几乎没有接到任何有关这一变更的通知,变化于当地时间周一生效,同时不排除在 途货物。就在许多人准备周末出行之际,美国海关和边境保护局发布了新的关税清单,并于周二刊登在 《联邦公报》上,这给贸 ...
美印开打,印度迎来难兄难弟,印专家直言:中国可当印度的保护神
Sou Hu Cai Jing· 2025-08-17 01:38
Group 1 - The U.S. has increased tariffs on India, primarily due to India's profitable dealings in Russian oil, which has caused significant concern among Indian businesses reliant on exports to the U.S. [2] - India faces limited options for retaliation against the U.S. tariffs, as previous attempts to impose counter-tariffs had minimal impact, and legal actions through the WTO would take years, potentially harming Indian enterprises in the meantime [4][6] - Brazil's President Lula has reached out to Modi to discuss trade and potential bilateral agreements, but Brazil's own economic challenges may limit the effectiveness of such discussions [6][7] Group 2 - Indian media has expressed frustration over the U.S. treating India differently compared to other countries in trade negotiations, highlighting India's significant service surplus with the U.S. and its reliance on U.S. market access for various sectors [9] - Indian scholars have noted that the U.S. appears to be less cautious in its dealings with India compared to other nations, suggesting that India needs to find a protective ally to mitigate the impact of U.S. tariffs [11] - India has been adept at navigating multilateral trade relationships, but the imposition of tariffs presents a direct challenge that could strain its economic interests, particularly in maintaining energy imports from Russia while preserving access to U.S. markets [13] Group 3 - Indian companies are facing immediate decisions regarding export pricing, storage in the U.S., and potential relocation of orders to third countries with trade agreements, as the impact of tariffs is felt quickly across supply chains [15] - The situation illustrates the intersection of political and economic pressures, with India needing to balance its strategic autonomy in energy procurement against the economic costs imposed by U.S. tariffs [17] - The current discourse in India reflects a mix of advice on how to respond to U.S. actions, emphasizing the need for strategic negotiations and the importance of leveraging available resources to counteract tariff impacts [17]
跨国车企“渡劫”
Xin Jing Bao· 2025-08-15 08:07
Core Viewpoint - Honda's financial performance in the first quarter of FY2026 shows a significant decline in both operating profit and net profit, primarily due to U.S. tariffs on Japanese imports, alongside challenges in the Chinese market and the electric vehicle transition [1][2][5]. Financial Performance - Honda's operating profit fell by 49.6% to 244.17 billion yen, while net profit decreased by 50.2% to 196.67 billion yen in the first quarter [1]. - The company estimates a total loss of 450 billion yen for the fiscal year due to tariffs [1]. Market Challenges - The automotive industry is facing a complex global challenge, including the impact of U.S. tariffs, fluctuating yen exchange rates, and poor performance in the electric vehicle sector [2]. - Honda's sales in China dropped by 14.74% year-on-year in July, with cumulative sales for the first seven months also showing a double-digit decline [3]. Competitor Performance - Other major automakers, including Toyota and Nissan, also reported declines in profits, with Toyota's operating profit down 11% and Nissan experiencing its first quarterly loss in five years [5][6]. - BMW, Mercedes-Benz, and Ford reported significant drops in net profits, with Ford's decline exceeding 80% [6]. Importance of the Chinese Market - The Chinese market is increasingly critical for multinational automakers, with many facing intense competition and declining sales [7]. - Honda and Nissan both saw substantial sales declines in China, with Honda's sales down nearly 40% in the first half of the year [7]. Strategic Adjustments - Honda plans to continue adjusting production capacity in China, although no concrete discussions have taken place yet [2]. - Executives from Honda and other automakers acknowledge the need for significant internal reforms and a shift in strategy to better align with local market demands [4][8].
瑞达期货铝类产业日报-20250813
Rui Da Qi Huo· 2025-08-13 08:59
Report Summary 1. Report Industry Investment Rating No information provided. 2. Core Viewpoints - The alumina market may experience a slight increase in both supply and demand, with costs being supported and supply expectations improving due to policy impacts. It is recommended to lightly short at high prices [2]. - The electrolytic aluminum market may face a situation of slightly increasing supply and weak demand, with accumulating industrial inventory. It is also suggested to lightly short at high prices [2]. - The cast aluminum alloy market may be in a stage of slightly shrinking supply and weak demand during the off - season, with accumulating industrial inventory. It is recommended to trade with a light position in a range - bound manner [2]. 3. Summary by Relevant Catalogs Futures Market - The closing price of the Shanghai Aluminum main contract was 20,790 yuan/ton, up 55 yuan; the closing price of the alumina futures main contract was 3,230 yuan/ton, down 78 yuan. The LME aluminum three - month quotation was 2,622.50 US dollars/ton, up 36.50 US dollars [2]. - The net position of the top 20 in Shanghai Aluminum increased by 4,725 hands to 10,977 hands; the Shanghai - London ratio was 7.93, down 0.09 [2]. Spot Market - The Shanghai Non - ferrous A00 aluminum price was 20,760 yuan/ton, up 120 yuan; the alumina spot price in Shanghai Non - ferrous was 3,220 yuan/ton, unchanged [2]. - The average price of ADC12 aluminum alloy ingots nationwide was 20,350 yuan/ton, up 100 yuan; the Yangtze River Non - ferrous AOO aluminum price was 20,610 yuan/ton, up 210 yuan [2]. Upstream Situation - Alumina production in the month was 774.93 million tons, up 26.13 million tons; the demand for alumina (electrolytic aluminum part) was 696.19 million tons, down 23.83 million tons [2]. - The import quantity of aluminum scrap and waste in China was 155,616.27 tons, down 4,084.65 tons; the export quantity was 64.33 tons, down 8.11 tons [2]. Industry Situation - The total production capacity of electrolytic aluminum was 4,523.20 million tons, up 2.50 million tons; the production of aluminum products was 587.37 million tons, up 11.17 million tons [2]. - The export quantity of unforged aluminum and aluminum products was 54.20 million tons, up 5.20 million tons; the production of recycled aluminum alloy ingots was 61.89 million tons, up 0.29 million tons [2]. Downstream and Application - The production of aluminum alloy was 166.90 million tons, up 2.40 million tons; the national real estate climate index was 93.60, down 0.11 [2]. - The automobile production was 280.86 million vehicles, up 16.66 million vehicles [2]. Option Situation - The 20 - day historical volatility of Shanghai Aluminum was 7.80%, up 0.01%; the 40 - day historical volatility was 8.29%, down 0.39% [2]. - The call - put ratio of Shanghai Aluminum options was 1.21, up 0.02; the implied volatility slightly increased [2]. Industry News - China and the US issued a joint statement on economic and trade talks, suspending reciprocal tariffs for 90 days [2]. - The US 7 - month CPI was flat year - on - year at 2.7%, lower than expected; the core CPI was up 3.1% year - on - year, higher than expected [2]. - The market expects the Fed to cut interest rates by more than 90% in the September meeting [2].
冠通期货早盘速递-20250813
Guan Tong Qi Huo· 2025-08-13 01:33
Hot News - From 12:01 on August 12, 2025, the additional tariff measures stipulated in the "Announcement of the Tariff Commission of the State Council on Imposing Additional Tariffs on Imported Goods Originating from the United States" (Tariff Commission Announcement No. 4 in 2025) will be adjusted. The 24% additional tariff rate on US goods will continue to be suspended for 90 days, while the 10% additional tariff rate will be retained [1] - The People's Government of Guangzhou and other departments issued the "Implementation Plan on Implementing the Opinions on Financial Support for the In - depth All - around Cooperation of Guangdong, Hong Kong and Macao in Nansha, Guangzhou Facing the World", proposing to support the Guangzhou Futures Exchange to actively study power futures and strive for the support of the National Development and Reform Commission, the China Securities Regulatory Commission and other departments to explore the timely launch of power futures [1] - The Ministry of Finance, the People's Bank of China, and the Financial Regulatory Administration issued the "Implementation Plan for the Fiscal Interest Subsidy Policy for Personal Consumption Loans". The annual interest subsidy ratio is 1 percentage point, with a maximum of 50% of the loan contract interest rate. The central and provincial finances will bear 90% and 10% of the interest subsidy funds respectively [1] - On August 12, Foreign Ministry Spokesperson Lin Jian was asked by a AFP reporter about US President Trump's post on the "Truth Social" platform, expressing the hope that China would triple its soybean orders as a way to significantly reduce the US - China trade deficit. Lin Jian said that specific issues should be referred to the competent authorities, and China's stance on US - China economic and trade issues is consistent and clear [1] - Federal Reserve's Barkin said that the uncertainty about the direction of the US economic development is decreasing, but it is still unclear whether the central bank should focus more on controlling inflation or supporting the job market [2] Key Focus - The commodities to focus on are coking coal, rapeseed meal, crude oil, soda ash, and fuel oil [3] Night - Session Performance Sector Performance - Non - metallic building materials had a 2.94% increase, precious metals 26.15%, oilseeds and fats 12.70%, non - ferrous metals 21.79%, soft commodities 2.41%, coal, coke, steel and minerals 15.48%, energy 3.36%, chemicals 11.22%, grains 1.15%, and agricultural and sideline products 2.80% [3] Sector Positions - The document shows the changes in commodity futures sector positions in the past five days, covering various sectors such as agricultural and sideline products, grains, chemicals, energy, coal, coke, steel and minerals, non - ferrous metals, etc. [4] Performance of Major Asset Classes Equity - The Shanghai Composite Index had a daily increase of 0.50%, a monthly increase of 2.59%, and a year - to - date increase of 9.37%; the SSE 50 had a daily increase of 0.61%, a monthly increase of 1.12%, and a year - to - date increase of 4.55%; the CSI 300 had a daily increase of 0.52%, a monthly increase of 1.67%, and a year - to - date increase of 5.31%; the CSI 500 had a daily increase of 0.41%, a monthly increase of 3.08%, and a year - to - date increase of 12.09%; the S&P 500 had a daily increase of 1.13%, a monthly increase of 1.68%, and a year - to - date increase of 9.59%; the Hang Seng Index had a daily increase of 0.25%, a monthly increase of 0.79%, and a year - to - date increase of 24.48%; the German DAX had a daily decrease of 0.23%, a monthly decrease of 0.17%, and a year - to - date increase of 20.67%; the Nikkei 225 had a daily increase of 2.15%, a monthly increase of 4.01%, and a year - to - date increase of 7.08%; the UK FTSE 100 had a daily increase of 0.20%, a monthly increase of 0.16%, and a year - to - date increase of 11.93% [5] Fixed - Income - The 10 - year Treasury bond futures had a daily decrease of 0.04%, a monthly decrease of 0.06%, and a year - to - date decrease of 0.46%; the 5 - year Treasury bond futures had a daily decrease of 0.00%, a monthly decrease of 0.01%, and a year - to - date decrease of 0.77%; the 2 - year Treasury bond futures had a daily decrease of 0.02%, a monthly decrease of 0.01%, and a year - to - date decrease of 0.62% [5] Commodities - The CRB Commodity Index had a daily decrease of 0.11%, a monthly decrease of 1.47%, and a year - to - date decrease of 0.46%; WTI crude oil had no daily change, a monthly decrease of 7.56%, and a year - to - date decrease of 11.03%; London spot gold had a daily increase of 0.18%, a monthly increase of 1.76%, and a year - to - date increase of 27.57%; LME copper had no daily change, a monthly increase of 1.24%, and a year - to - date increase of 10.76%; the Wind Commodity Index had a daily decrease of 0.87%, a monthly decrease of 0.47%, and a year - to - date increase of 15.07% [5] Others - The US dollar index had a daily decrease of 0.44%, a monthly decrease of 1.98%, and a year - to - date decrease of 9.60%; the CBOE Volatility Index had no daily change, a monthly decrease of 2.81%, and a year - to - date decrease of 6.34% [5] Main Commodity Trends - The document presents the trends of various commodities, including the Baltic Dry Index (BDI), CRB spot index, WTI crude oil, London spot gold and silver, LME 3 - month copper, CBOT soybeans and corn, etc., as well as the risk premium of the stock market [6]
LME期铜上涨,受乐观贸易情绪提振
Wen Hua Cai Jing· 2025-08-12 03:21
Group 1: Market Reactions - LME copper prices increased by 0.30% to $9,761 per ton, driven by the consensus between China and the U.S. to continue the suspension of 24% tariffs [1] - The SHFE September copper contract remained stable at ¥78,940 per ton, reflecting positive sentiment in the commodity market due to the tariff suspension agreement [2] Group 2: Supply Dynamics - Expectations of increased copper supply are suppressing price gains, with Codelco reporting a 17% year-on-year increase in copper production to 120,200 tons in June [3] - The approval for the resumption of operations in unaffected areas of the El Teniente copper mine alleviated supply concerns, impacting copper prices [3] Group 3: Other Metals Performance - LME aluminum prices rose by 0.39% to $2,598 per ton, while nickel prices fell by 0.10% to $15,335 per ton [4] - In Shanghai, aluminum prices remained stable at ¥20,680 per ton, with nickel prices increasing by 0.79% to ¥122,590 per ton [4]
中美会谈联合声明:即日起中美再次暂停实施24%关税90天
Nan Fang Du Shi Bao· 2025-08-12 02:15
同时,财政部8月12日一早发布《国务院关税税则委员会关于调整对原产于美国的进口商品加征关税措 施的公告》,称为落实中美经贸会谈共识,根据《中华人民共和国关税法》、《中华人民共和国海关 法》、《中华人民共和国对外贸易法》等法律法规和国际法基本原则,经国务院批准,自2025年8月12 日12时01分起,调整《国务院关税税则委员会关于对原产于美国的进口商品加征关税的公告》(税委会 公告2025年第4号)规定的加征关税措施,在90天内继续暂停实施24%的对美加征关税税率,保留10% 的对美加征关税税率。 另一方面,中国将继续(一)修改税委会公告2025年第4号规定的对美国商品加征的从价关税的实施, 自2025年8月12日起再次暂停实施24%的关税90天,同时保留对这些商品加征的剩余10%的关税;并 (二)根据日内瓦联合声明的商定,采取或者维持必要措施,暂停或取消针对美国的非关税反制措施。 据了解,本联合声明基于中美斯德哥尔摩经贸会谈讨论情况。本次会谈是根据日内瓦联合声明所建立的 机制框架下召开的会议。中方代表是国务院副总理何立峰,美方代表是财政部长斯科特·贝森特和美国 贸易代表贾米森·格里尔。 南都讯 记者杨文君 发 ...