"他们说关税将降至30%，这对我们的加热器和其他产品意味着什么？请告诉我"。 5月12日19时58分，来自美国俄亥俄州的采购客户Ben，在《中美日内瓦经贸会谈联合声明》宣布后，第一时间给苏州贝昂智能科技股 份有限公司(以下简称贝昂智能)联合创始人章燕发来了信息。 美国对中国关税税率下降消息传来，章燕说手机都快被客户打爆了，但考虑到还有很多细节不明朗，她告诉Ben"先等待海关的详细执 行信息"。 让客户等待，章燕自己却并未闲着，她已经开始着手找船运公司订舱，但新问题接踵而至——"现在一船难求。""运去哪"美线航管人 士表示，需求多，但船少了，目前整体已经接近爆舱。 焦急的美国客户 5月12日20时到23时，Ben连续给章燕打了六七个越洋电话，他想拿到更多有关关税下降的具体信息。章燕说："美国客户其实也很着 急，比我们还着急。" 北京时间5月12日下午，《中美日内瓦经贸会谈联合声明》发布。对出海企业以及外贸商家们而言，美国对中国商品关税的调整幅度成 为他们关注的核心。 据央视新闻报道，《中美日内瓦经贸会谈联合声明》中提及，美国将修改2025年4月2日第14257号行政令中规定的对中国商品(包括香 港特别行政区和澳 ...

金十数据整理：5月13日欧盘美盘重要新闻汇总 1. 国务院关税税则委员会：调整对原产于美国的进口商品加征关税措施。 2. 五部门约谈京东、美团、饿了么等外卖平台企业，要求公平有序竞争。 3. 中国人民银行与巴西央行签署金融战略合作谅解备忘录并续签双边本币互换协议。 4. 京东集团：第一季度净营收3010.8亿元，同比增长16%。 1. 美股股指有望抹去年内所有跌幅。 2. 印度提议对美部分产品征收反制关税。 3. 美国拟向阿联酋和沙特AI公司出口数十万枚芯片。 4. 美国4月未季调CPI年率意外降至四年多低位2.3%。 5. 美国财长贝森特：美国将把医药、半导体和其他战略产业带回本土。 6. 软银首席财务官表示，软银对OpenAI的投资可能达到200亿美元。 7. 特朗普宣布获沙特6000亿美元投资承诺，与沙特签署经济合作协议，涵盖能源、采矿和国防领域。 8. 沙特与英伟达宣布建立人工智能合作伙伴关系，英伟达在沙特建设人工智能工厂，英伟达将向沙特出 售1.8万颗最新AI芯片。 9. 美银调查：5月减持美元的投资者比例为2006年以来新高，美元敞口触及19年低点。5月黄金高估程度 创纪录最高。 10. 俄乌会谈 ...

Core Point - Argentina has reduced the import tariff on video game consoles from 35% to 20% [1] Group 1 - The reduction in tariffs is expected to lower the cost of video game consoles for consumers [1] - This move may stimulate the local gaming market and encourage more investments in the industry [1] - The change in tariff policy aligns with Argentina's efforts to boost technology and entertainment sectors [1]

阿根廷总统发言人：阿根廷将手机关税从16%降至零。 ...

责编：战术恒 校对：冉燕青 为落实中美经贸高层会谈的重要共识，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5月14日12时01分起，调整 对原产于美国的进口商品加征关税措施。有关事项如下： 一、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）规定的加征关税税率，由34%调整为10%，在90天内暂停实施24%的对美加征关税税率。 二、停止实施《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》（税委会公告 2025年第5号）和《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》（税委会 公告2025年第6号）规定的加征关税措施。 国务院关税税则委员会 2025年5月13日 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 税委会公告2025年第7号 邮箱：bwb@stcn.com 百万用户都在看 巴基斯坦， 重大突发！ 刚刚！普京，重大宣布！ 华尔街大举出手，什么信号？ 集体大涨！两大利好，重磅来袭！ 美国 ...

Core Viewpoint - The article discusses the adjustment of tariffs on imports from the United States, reducing the additional tariff rate from 34% to 10% and suspending the 24% additional tariff for 90 days, reflecting the outcomes of high-level economic talks between China and the U.S. [1] Group 1 - The adjustment of the additional tariff rate on U.S. imports is a significant change, moving from 34% to 10% [1] - The 24% additional tariff will be suspended for a period of 90 days, indicating a temporary relief for U.S. goods [1] - The announcement includes the cessation of previously established additional tariff measures as outlined in earlier notices [1]

Core Viewpoint - The company, Jia Yi Co., Ltd. (301004), is actively responding to changes in trade policies and is focused on maintaining stable operations amid fluctuating tariffs and market conditions [1][2]. Group 1: Trade Policy Impact - The recent reduction of tariffs from 145% to 30% by the U.S. on Chinese goods is being closely monitored by the company to adapt its business strategies accordingly [1]. - The company is evaluating the potential for importing U.S. steel into Vietnam for production, which could help mitigate tariff impacts [1]. Group 2: Financial Performance and Share Buyback - The company announced a share buyback plan with a total amount ranging from 80 million to 600 million yuan, which is not expected to significantly impact its financial operations [2]. - As of December 31, 2024, the company's total assets were 2.84 billion yuan, with a net asset value of 1.96 billion yuan, indicating a healthy financial position [1]. Group 3: Production Capacity and Expansion - The company is in the planning phase for its second factory in Vietnam, with an investment of 28 million USD, but specific capacity details are yet to be finalized [3]. - Current production operations are reported to be normal, with no disruptions noted in April [7]. Group 4: Market Trends and Product Development - The company is experiencing a positive outlook in the insulated cup market, driven by evolving consumer preferences and increased marketing efforts by leading brands [8]. - In 2024, the company invested 92.36 million yuan in R&D, reflecting a year-on-year increase of 37.85%, indicating a commitment to innovation [6]. Group 5: Financial Metrics and Projections - For Q1 2025, the company reported a revenue of 720 million yuan, a year-on-year increase of 66.52%, and a net profit of 152 million yuan, up 41.26% [9]. - The company’s debt ratio stands at 27.86%, with a gross profit margin of 33.89% [9].

国际投行如何看待中美关税变化？这对中国、美国的经济和货币、财政政策又有什么影响？ 中美经贸高层会谈取得实质性进展，此次会谈的举行是中美经贸关系的一个积极动向，为后续沟通与谈 判奠定了基础。全球股市大涨，美股已经回到了技术性牛市区间，纳斯达克指数从4月低点到现在的涨 幅已达27%，而恒生科技股指数也在12日大涨5%。 国际投行如何看待中美关税变化？这对中国、美国的经济和货币、财政政策又有什么影响？ 对此，第一财经整理了高盛、摩根士丹利、瑞银、澳新等国际投行的最新观点，以及部分投行交易台交 易员关注到的一线交易变化。 摩根士丹利：比市场预期更快、幅度更深 摩根士丹利方面发给第一财经的邮件显示，该机构认为，中美经贸高层会谈取得实质性进展的速度比市 场预期更快，程度也更深。 该机构认为，从对抗转向有序谈判的初步迹象显现，即双方同意建立一个常设磋商机制，该机制由中国 国务院副总理何立峰、美国财政部长贝森特以及美国贸易代表格里尔牵头。 就关税变化对宏观经济的影响而言，摩根士丹利认为中国GDP或有超出此前该机构预测的可能性。关税 暂停让双方从近乎双边贸易暂停的局面中得到了缓解。虽然关税水平仍较高，但暂停期可能会促使货物 提 ...

资料显示，美国是全球最大的海运和集装箱进口国，拥有全球最繁忙的集装箱港口群，主导跨太平洋航线，占全 球海运集装箱贸易量的约20%，主要进口来源中国、东南亚、欧盟、墨西哥。南都记者此前采访了解到，在高关 税政策背景下，主要航运/综合物流企业通过布局全球多个区域市场（如东南亚、非洲、中东、欧洲等）来对冲不 确定风险。 受中美经贸谈判利好影响，5月13日早间，A股三大股指集体高开，其中航运港口板块普遍拉升：全球航运巨头马 士基涨幅超10%，宁波海运（600798）一字涨停，南京港（002040）、连云港（601008）午后双双涨停；国航远 洋（833171）涨幅一度超过20%，宁波远洋（601022）涨幅近10%，德翔海运（02510）、东方海外国际 （00316）、海丰国际（01308）、中远海控（601919）等均有不同程度上涨。 | 今开 1428.60 | | 最高 | 1459.15 | | | 成交量 1089.89万手 | | --- | --- | --- | --- | --- | --- | --- | | 昨收 1414.93 | | 最低 | 1421.05 | | 成交额 | 57.39亿 ...

Group 1: Trade Agreement Impact - The US and China have officially announced the cancellation of 91% of tariffs on each other's goods, marking a significant step towards easing trade tensions and providing a boost to global economic recovery [2] - The tariff adjustments are expected to create unprecedented development opportunities for Chinese manufacturing, particularly in the context of global supply chain restructuring [2] Group 2: Electronics Industry - The electronics sector, a key pillar of China's exports to the US, will benefit significantly from the tariff reductions, with costs for exporting products like smartphones dropping from $150 to $12 per unit, leading to a 6.8 percentage point increase in gross margins [3] - Xiaomi Group plans to increase its North American production capacity utilization from 45% to 70%, anticipating a recovery in revenue to $5 billion by 2025 due to the tariff relief [5] Group 3: Machinery and Equipment - The machinery manufacturing sector is poised for market expansion, with John Deere's China division expecting to increase its market share in the US from 7% to 12% after tariffs on agricultural machinery drop from 34% to 3.06% [5] - Sany Heavy Industry has successfully secured infrastructure project orders in the US, with its excavators priced 25% lower than competitors due to tariff reductions, leading to a 237% year-on-year increase in exports from January to May 2025 [5] Group 4: Textile and Apparel - The textile and apparel industry is experiencing enhanced market competitiveness, with the cost of exporting cotton knit shirts to the US decreasing by $0.8 per unit, resulting in a 5.2 percentage point increase in gross margins [6] - Anta Sports plans to open 50 direct stores in the US, leveraging tariff advantages to reduce product prices by 15% and compete directly with major brands like Nike and Adidas [6] Group 5: Semiconductor Industry - The tariff adjustments are creating new opportunities for collaboration in the semiconductor sector, with CATL and Tesla entering negotiations for a lithium production line in Nevada, which will significantly lower raw material costs for batteries [7] - Domestic semiconductor equipment manufacturers are also benefiting, with North Huachuang reporting a 40% reduction in trial periods for its etching machines in US wafer fabs due to tariff relief [9] Group 6: Cross-Border E-commerce - Cross-border e-commerce is set to experience a resurgence, particularly for brands like Shein and TikTokShop, as the reduction in tariffs allows for lower product costs and enhanced market penetration in the US [10][12] - Shein's cost for a $20 garment has decreased from $2.5 to $0.2 due to tariff changes, providing greater pricing flexibility and the potential for increased market share [12] Group 7: Shipping and Logistics - COSCO Shipping is directly benefiting from the recovery in US-China trade, with a 27% increase in container shipping rates on the US West Coast and a projected 40% growth in cargo volume for the year [15] - The cold chain logistics sector is also seeing significant growth, with Zhonggu Logistics reporting a 340% increase in refrigerated transport revenue [15] Group 8: Renewable Energy - Solar companies like LONGi Green Energy are expanding in the US market, with project costs decreasing by 12% due to tariff reductions, and the US solar installation demand expected to grow by 56% in 2025 [16] - The energy storage sector is also benefiting, with Sunshine Power's systems priced 20% lower than Tesla's offerings, leading to significant order growth in California [16] Group 9: Overall Economic Impact - The stabilization of US-China trade relations is projected to contribute 0.8 percentage points to global economic growth, with Chinese manufacturing poised for historic advancements in technology innovation and brand development [16]