斯德哥尔摩会谈将是继今年5月在日内瓦举行的会谈之后举行的中美又一次会谈，会谈达成了为期90天的暂停高额关税协议，上个月在伦敦举行的 后续会议则促使各国取消了出口管制。自此以后，美国放松了对我们销售低端半导体的限制，而我们则在6月份增加了稀土磁体的出货量。 贝森特还预测，从现在到特朗普政府为其他主要经济体设定的8月1日最后期限之间将出现"大量"贸易协定。 而就在今天凌晨，TRUMP在社交平台发文称，刚刚与日本完成了一项规模庞大的交易，可能是有史以来最大的一笔交易。日本将向美国投资5500 亿美元，美国将获得90%的利润。此外，日本将向美国支付15%的对等关税。 来源：张志专栏 隔夜美国的关税又传来消息： 美国财长贝森特在接受媒体采访时表示，中美之间当前贸易休战协议将于8月12日到期，他下周将前往斯德哥尔摩，与中国同行会面，商讨可能的 延期事宜。他还表示，与中国的谈判现在可以涉及更广泛的议题，可能包括中国继续从俄罗斯和伊朗购买"受制裁"的石油。"与中国的贸易关系非 常好，我们将讨论两国可以合作的许多其他事宜。" 贝森特补充说，美国希望看到中国"减少制造业过剩，并集中精力建设消费经济"。 贵金属方面 昨天国际金价一 ...

日本将是供资方，而非运营方。 日本用钱"买了"较低的汽车关税税率。 日本协议可充当欧盟贸易协议的范本。 美国商务部长卢特尼克：作为贸易协议一部分，日本方面将为项目供资 美国将选择融资的项目 ...

Group 1: Report Industry Investment Rating - No relevant information provided Group 2: Core Views of the Report - The upward trend of domestic soybean meal is slowing down due to decreased import costs, and the short - term CBOT soybean futures are expected to fluctuate between 1020 - 1040 cents. The domestic continuous soybean meal M09 contract has strong upward momentum but may face short - term high - level callback risks. The domestic soybean meal supply is generally abundant, and the demand side lags behind. The domestic hog market is in a state of short - term supply increase and weak demand, showing an overall oscillatory trend [16][17][18] Group 3: Summary by Directory 1. Market Review - The DCE soybean meal main 2509 contract rose 0.29% to 3095 yuan/ton, and the coastal mainstream regional oil mills' quotes increased by 10 - 60 yuan/ton. The DCE hog main 2509 contract rose 1.46% to 14590 yuan/ton, while the national average ex - factory price of ternary hogs decreased by 0.11 yuan/kg to 14.2 yuan/kg. The overnight CBOT US soybean main contract decreased by 0.07% to 1026 cents/bushel [2] 2. Weather in Main Production Areas - The rainfall system in the US Midwest is active this week, and the temperature will rise. Most areas in the Midwest have good soil moisture, and corn and soybeans are entering the pollination period. However, some areas still need rainfall, and northern Indiana is a key area to focus on. The high - temperature weather this week may put pressure on areas with less rainfall [3][4] 3. Macroeconomic and Industry News - Brazil's July soybean export forecast is 12.11 million tons, and the soybean import costs from the US, Brazil, and Argentina have decreased. On July 22, the domestic mainstream oil mills' soybean meal trading volume decreased, and the average trading price rose for four consecutive days. The US soybean futures prices are oscillating strongly, and the Brazilian soybean export premium quotes are slightly falling. The rapeseed meal continues to rise, and the spot basis weakens slightly. Argentina's June soybean crushing volume is 4.055149 million tons. As of July 20, the EU's 2025/26 soybean, palm oil, and soybean meal imports are lower than last year. The domestic soybean meal futures and spot prices are rising strongly, and the import soybean crushing profit has recovered [5][6][7] 4. Data Charts - The report provides charts related to the prices and basis of soybean meal, rapeseed meal, and hogs, as well as the inventory of Chinese soybeans and soybean meal [10][13][15] 5. Analysis and Strategies - For soybean meal, the short - term CBOT soybean futures are expected to fluctuate between 1020 - 1040 cents. The domestic continuous soybean meal M09 contract has strong upward momentum but may face short - term high - level callback risks. The domestic soybean meal supply is generally abundant, and the demand side lags behind. For hogs, the short - term supply increases and the demand is weak, showing an overall oscillatory trend, and the short - term price changes with the rhythm of slaughter and second - fattening entry and exit [16][17][18]

Group 1 - The core point of the news is the announcement of a trade agreement between the United States and Japan, where Japan will invest $550 billion in the U.S., and the U.S. will receive 90% of the profits from this investment [1][2] - The agreement is expected to create hundreds of thousands of jobs in the U.S. and includes Japan opening its market for trade in various sectors such as automobiles, trucks, rice, and other agricultural products [1] - Japan will pay a 15% reciprocal tariff to the U.S. as part of the agreement, which aims to adjust the unequal structure in key industries between the two countries [1][2] Group 2 - Japanese Prime Minister Shigeru Ishiba has indicated that he has received a report from the economic revitalization minister, indicating a consensus on the negotiations prior to the agreement [2] - The recent electoral defeat of Ishiba's ruling coalition has led experts to suggest that reaching a tariff agreement with the U.S. could stabilize Japan's political situation and support Ishiba's position [2] - The trade and tariff negotiations with the U.S. have become a critical issue in Japanese politics, particularly concerning the need to address the unequal structure in agricultural and high-tech sectors [2]

Group 1 - The trade agreement between the US and Japan was reached after eight rounds of negotiations, with significant implications for both economies [1][2] - The agreement includes a reduction of tariffs on Japanese products exported to the US from 25% to 15%, and Japan will invest $550 billion in the US, with the US retaining 90% of the profits [2][4] - Japan will open its market to US products, including automobiles, rice, and other agricultural goods, which indicates a major concession from Japan [2][4] Group 2 - In the short term, the agreement is seen as a relief for Japan, particularly for its automotive industry, which exports 1.37 million vehicles to the US, accounting for 34% of Japan's total exports to the US [4] - Following the announcement, the Nikkei 225 index surged by over 800 points, closing up 1,396.40 points or 3.51%, indicating increased market confidence [4] - However, the long-term implications suggest that Japan's concessions may lead to significant fiscal pressure and potential hollowing out of domestic industries as companies shift operations to the US [4][5] Group 3 - The trade agreement may alter the competitive landscape for China, as Japan's increased imports of US agricultural products could reduce its imports from other countries, including China [7] - Japanese companies may invest more in the US to avoid tariffs, potentially decreasing their investments in China, which could impact China's related industries [7] - The strengthened supply chain cooperation between Japan and the US in sectors like semiconductors and steel may marginalize Chinese industries, leading to challenges in stability and upgrading of China's industrial chain [7][8]

据央视新闻，当地时间23日，日本首相石破茂在直播记者会上称，日本与美国就关税问题达成一致，美方将向日本征收15%的关税，并增加进口 美国大米。该协议还包括日本向美国投资5500亿美元的承诺。 这一与关键协议缓解了市场对关税战的担忧。亚洲股市基准指数跳涨近2%至四年高位，帮助MSCI全球股指将2025年涨幅扩大至11%。日本股市 创历史新高，丰田汽车公司股价飙升，日元小幅上涨。 投资者押注关税突破，欧洲汽车股全面上涨 特朗普在社交平台Truth Social上称这项"大规模"贸易协议"可能是有史以来最大的协议"。日本首相石破茂对此表示欢迎，据报道，他称这标志 着"在与美国存在贸易顺差的国家中关税最低"。 Rayliant Global Advisors Ltd.投资组合管理主管Phillip Wool表示： "这基本符合我们对特朗普的预期。华盛顿现在真正关心的是达成标题性协议，让双方都能声称在贸易谈判中取得胜利，但让我们远离 全面贸易战可能带来的严重经济后果。" 花旗经济学家Katsuhiko Aiba表示，华盛顿和东京将汽车关税降至15%的协议可能影响与其他主要汽车出口国的谈判进程，特别是欧盟和韩国。 欧股开 ...

Group 1 - A-shares experienced volatility, briefly surpassing 3600 points before retreating, with mixed performance across major indices [12][13] - The market saw 1271 stocks rise, with 56 hitting the daily limit up, while 4027 stocks declined [14][15] - The construction and cement sectors showed divergence, with companies like China Power Construction and Huaxin Cement hitting the daily limit up, while most stocks retreated [16] Group 2 - Japanese stock market surged over 1400 points, driven by a trade agreement between the US and Japan, particularly benefiting the automotive sector [4][10] - Major Japanese automakers saw significant stock price increases, with Honda up over 11%, Toyota nearly 15%, and Mazda soaring over 17% [7] - The agreement reduced tariffs from 25% to 15%, providing short-term confidence to the market despite ongoing challenges from competition [10][11]

Group 1 - Silver futures are currently trading below 9487, with a recent price of 9476, reflecting a 0.94% increase from the opening price of 9442 [1] - The highest price reached today was 9526, while the lowest was 9390, indicating a short-term oscillating trend in silver futures [1] - The market's risk appetite has increased following President Trump's announcement of a trade agreement with Japan, leading to a nearly 4% rise in the Japanese stock market and a new high for the Shanghai Composite Index since October of last year [3] Group 2 - The trade agreement includes a reduction in tariffs on Japanese products from a threatened 25% to 15%, which may further enhance market risk appetite and reduce demand for safe-haven assets like silver [3] - The U.S. dollar index is hovering near a two-week low, and the decline in U.S. Treasury yields is providing some support for silver prices [3] - Analysts suggest that if more trade agreements are reached before August, it could further boost risk appetite and weaken gold demand, although a continued weak dollar may allow gold prices to rise to $3500 [3] Group 3 - The silver market is currently in a bullish trend, with recent highs around 9540, although there has been some pullback without forming a top pattern [4] - Key support levels for silver are identified at 9350 and 9250, with a break below 9350 indicating a potential shift from strong to weak momentum [4]

新华社北京7月23日电 美国总统特朗普22日在社交媒体上先后宣布，美国与菲律宾、日本达成贸易 协议，并称美日达成的是有史以来最大规模贸易协议。 特朗普政府一天之内高调发布美日、美菲贸易协议，披露与印度尼西亚贸易协议细节，并预告与欧 盟即将开展的谈判情况，意在形成美方推进贸易谈判的舆论声势。不过，从美日协议等细节观察，美为 达成协议也作出不小让步。同时，部分贸易伙伴并未受已达成贸易协议影响，甚至对美谈判立场转向强 硬。 以让步推动"最大规模协议"？ 特朗普称，根据协议，日本将向美国投资5500亿美元，美国将获得投资利润的90%。日本将向美国 开放汽车、卡车、大米及某些其他农产品和商品市场。美国将对日本输美产品征收15%的关税。 日本是美国主要贸易伙伴之一，两国因贸易逆差、汇率和汽车市场准入等发生过贸易摩擦。特朗普 本月7日曾致信日本首相石破茂，宣布将自8月1日起把几乎所有日本输美商品关税提高至25%。 负责谈判的经济再生大臣赤泽亮正22日当天在社交媒体上发文称"任务完成"。 石破茂23日晚些时候披露，根据协议，美国对日本汽车关税税率将降至15%。在日本舆论看来，作 为日美谈判焦点的汽车关税下调幅度超出预期，反映 ...

7月23日，外交部发言人郭嘉昆主持例行记者会。当地时间22日，美国总统特朗普宣布，美国与日本达 成贸易协议，日本将向美国支付15%的对等关税。会上，路透社记者提问，中方对此有何评论？郭嘉昆 回应，中方一贯主张各方通过平等对话协商解决经贸分歧，维护良好的国际经贸合作环境。(智通财经) ...