Core Viewpoint - The U.S. government has imposed a 50% tariff on white goods, classified as "derivative products" of steel and aluminum, starting from June 23, 2023, to promote domestic manufacturing [1][2]. Group 1: Tariff Details - The U.S. government initially imposed a 25% tariff on steel and aluminum products in March, which was later increased to 50% on June 4 [2]. - White goods affected by the tariff include washing machines, dryers, refrigerators, dishwashers, gas stoves, microwaves, and electric ovens, with tariffs based on the steel and aluminum content [2]. Group 2: Impact on Companies - South Korean, Mexican, and Chinese companies, which export significantly to the U.S., will be impacted by the increased tariffs [1][2]. - Some South Korean companies are considering expanding production of refrigerators and electric ovens domestically in the U.S. to avoid high tariffs [2]. Group 3: Strategic Intent - The Trump administration aims to strengthen U.S. domestic manufacturing through high tariffs, potentially leading to further demands for Japanese companies to shift production to the U.S. if the strategy is deemed successful [2].

Group 1 - The article highlights the release of manufacturing and services PMI data from multiple countries, indicating potential economic trends [1] - It mentions the United States imposing tariffs on various steel appliances, which could impact the manufacturing sector and related industries [1]

Group 1 - The core viewpoint is that the uncertainty caused by the U.S. government's series of tariff measures is suppressing global investment, leading to downward revisions of growth forecasts for the global economy, the U.S. economy, and the European economy [1] - Christine Lagarde emphasized that the current situation is a lose-lose scenario for all parties involved [1] - The sooner uncertainties are resolved and agreements on tariff and non-tariff barriers are reached, the greater the benefits for everyone [1]

Group 1: Report Industry Investment Rating - There is no information provided regarding the report industry investment rating in the given content. Group 2: Core Viewpoints of the Report - This week, the futures prices of the Container Shipping Index (European Line) showed differentiation. The main contract EC2508 closed down 2.44%, while the far - month contracts rose 6 - 8% respectively. The negative impact of the additional tariffs has not improved. The latest SCFIS European Line settlement freight rate index was 1252.82, up 5.77 points from last week, a 0.5% month - on - month increase [6][39]. - The US economic activity has slightly declined, and the overall economic outlook is still pessimistic. Trade wars are intermittent, and the Russia - Ukraine conflict has escalated, causing the demand expectation of the Container Shipping Index (European Line) to turn cold, with large fluctuations in futures prices [6][39]. - The first meeting of the China - US economic and trade consultation mechanism may improve the tariff expectation. Although the European manufacturing PMI has rebounded, it is difficult to reverse the overall weak demand pattern. The European Central Bank cut the deposit mechanism rate by 25 basis points to 2% for the 7th consecutive time [6][39]. - The Sino - US trade friction and the potential US trade strike against Europe increase the uncertainty of the eurozone's future growth. In the case of the widening US - Europe interest rate spread, the euro may continue to weaken in the medium and long term [6][39]. - The trade war situation and geopolitical situation increase trade demand changes. Global shipping capacity supply continues to rise, and over - capacity is a huge pressure on the supply side, limiting the recovery space of the shipping boom in 2025. Investors are advised to be cautious [7][40]. Group 3: Summary According to the Directory 1. Market Review - The main contract price of the Container Shipping Index (European Line) futures fell this week. The EC2508 contract's trading volume and open interest increased [13][15]. - The table shows the weekly price changes of different contracts and the closing price of the spot index [9]. 2. News Review and Analysis - The first meeting of the China - US economic and trade consultation mechanism is neutral to positive. The US's additional tariffs on steel - made household appliances are negative. The World Bank's GDP growth forecast adjustment is neutral, and the US - Mexico steel import agreement is positive [18]. 3. Weekly Market Data - The basis of the Container Shipping Index (European Line) futures contracts declined, and the spread between near - and far - month contracts converged. The export container freight rate index continued to fall [23][27]. - Container shipping capacity is still rising. The BDI and BPI declined this week due to geopolitical factors. The charter price of Panamax ships rebounded slightly, and the spread between the offshore and on - shore RMB against the US dollar fluctuated [30][33]. 4. Market Outlook and Strategy - The market outlook is similar to the core viewpoints, emphasizing the negative impact of tariffs, the cold demand expectation, and the uncertainty of trade and geopolitical situations [39]. - Investors are advised to be cautious, pay attention to operation rhythm and risk control, and track relevant data and manage positions to avoid risks [40].

美国商务部6月12日晚宣布对多种钢制家用电器加征关税，包括洗碗机、洗衣机和冰箱等"钢铁衍生品"。中国机电进出口商会家电分会秘书长周南向第一财 经记者表示，按照目前掌握的信息，美国将从6月23日开始，按上述家电产品的钢、铝成分加征50%关税，含钢铝成分较高的家电产品出口美国将受到影 响。总体上，中国向美国出口家电的关税会增加，但增加的幅度有限。 美国将从6月23日开始，按上述家电产品的钢、铝成分加征50%关税，含钢铝成分较高的家电产品出口美国将受到影响。 产业在线高级分析师王娟向第一财经记者分析说，冰箱、冷柜方面，目前美国仍是中国冰箱、冷柜出口的第一大市场，4月受突发对等关税影响，冰箱、冷 柜出口美国环比大幅下滑20%和36%。不过，4月中国依旧是美国进口冰箱的第一大来源国。虽然5月对等关税取消，部分订单回流，但除了头部企业备货或 者将后期订单提前，不少中小企业出口美国情况依旧不太理想。但是因为本次加征关税是针对大多数国家，大概率会推高当地单价，在一定程度上抑制当地 消费。另据美国公报，墨西哥豁免终止，本次加征关税大概率只利好美国本土制造企业。 在洗碗机方面，产业在线分析师倪子鉴向第一财经记者分析说，美国是中国 ...

据央视新闻报道，当地时间6月12日获悉，美国商务部宣布将 自6月23日起对多种钢制家用电 器加征关税，包括洗碗机、洗衣机和冰箱等"钢铁衍生产品"。 据悉， 对大多数国家设定50%的关税将影响这些钢铁制品的进口，可能导致消费价格上涨， 行业利益相关者正在密切关注事态发展。 来源丨央视新闻 本期编辑 黎雨桐 哪吒汽车通知：居家办公！办公室门禁已失效，董事长兼CEO被围堵讨薪 秒空！预约票溢价50000倍！百万天价Labubu"旧主"：30多万卖出，不后悔 飞天茅台持续跳水！单瓶跌破2000元 SFC 21君荐读 ...

据悉，对大多数国家设定50%的关税将影响这些钢铁制品的进口，可能导致消费价格上涨，行业利 益相关者正在密切关注事态发展。 央视记者当地时间6月12日获悉， 美国商务部宣布将自6月23日起对多种钢制家用电器加征关税，包 括洗碗机、洗衣机和冰箱等"钢铁衍生产品"。 ...

金十数据6月13日讯，美国商务部宣布将自6月23日起对多种钢制家用电器加征关税，包括洗碗机、洗衣 机和冰箱等"钢铁衍生产品"。据悉，对大多数国家设定50%的关税将影响这些钢铁制品的进口，可能导 致消费价格上涨，行业利益相关者正在密切关注事态发展。 （央视） 美国宣布23日起对钢制家电加征关税 洗衣机冰箱在列 ...

美国联邦巡回上诉法院10日作出决定，在就相关案件作出裁定前，同意特朗普政府的请求，继续搁置美 国国际贸易法院此前作出的禁止执行特朗普政府依据《国际紧急经济权力法》对多国加征关税措施的行 政令的裁决。联邦巡回上诉法院当天还决定，鉴于该案"异常重要"，法院所有符合条件的法官都将参加 该案的快速审理。该案相关方需要在2个工作日内提交快速介绍案情的日程，从而可以让上诉法院在7月 31日举行辩论。这意味着特朗普政府依据《国际紧急经济权力法》对多国加征关税的措施至少可以实施 到7月31日。(新华网) ...

特朗普针对钢铁行情加征关税政策明天生效，市场再度面临选择十字路口？金十研究员高阳正在直播分 析，点击进入直播间 相关链接 ...