据央视新闻，当地时间7月9日，美国总统特朗普在社交媒体上发布了致文莱、阿尔及利亚、摩尔多瓦、 伊拉克、菲律宾、斯里兰卡、利比亚和巴西的信件。 特朗普称，美国将自2025年8月1日起对菲律宾的产品征收20%的关税，对文莱和摩尔多瓦的产品征收 25%的关税，对阿尔及利亚、伊拉克、斯里兰卡和利比亚的产品征收30%的关税，对巴西的产品征收 50%的关税。 21财经客户端持续更新最新动态>>>北京时间2025-07-1007:10卢拉回应特朗普：巴西拒绝被控制将反制 美50%关税 据央视新闻，巴西总统卢拉表示，巴西不会接受被任何人控制，对于美国总统特朗普单方面宣布提高巴 西输美产品的关税，巴西将予以回应。 当地时间7月9日，特朗普在其社交媒体平台"真实社交"上发布了致巴西有关加征关税的信函，表示美国 将自2025年8月1日起对所有巴西产品征收50%的关税。 北京时间2025-07-1004:20 特朗普宣布将对巴西征收50%关税巴回应称不公平 巴西：美国征收新关税不公平 巴西副总统兼发展、工业、贸易和服务部长热拉尔多.阿尔克明当天表示，特朗普宣布对巴西商品征收 新关税是不公平的。他回应道,"我看不出有任何理由要对巴西提 ...

Core Viewpoint - The U.S. government, under President Trump, announced significant tariff increases on products from several countries, effective August 1, 2025, which may impact international trade dynamics and economic relations [1] Group 1: Tariff Details - A 20% tariff will be imposed on products from the Philippines [1] - A 25% tariff will be applied to products from Brunei and Moldova [1] - A 30% tariff will be levied on products from Algeria, Iraq, Sri Lanka, and Libya [1] - A 50% tariff will be enforced on products from Brazil [1]

Core Viewpoint - The U.S. President Trump has issued letters to the leaders of eight countries regarding the imposition of tariffs, with Brazil facing a significant 50% tariff rate starting August 1 [1] Group 1: Tariff Rates by Country - Brazil will face a 50% tariff [1] - Libya, Iraq, Algeria, and Sri Lanka will incur a 30% tariff [1] - Brunei and Moldova will have a tariff rate of 25% [1] - The Philippines will be subject to a 20% tariff [1] Group 2: Implementation Timeline - The new tariff rates will take effect from August 1 [1] - Trump has already sent tariff letters to a total of 22 countries [1]

Core Viewpoint - The White House trade advisor Navarro stated that Apple believes it is "too big to be subjected to tariffs" [1] Group 1 - Apple perceives its size as a factor that may exempt it from potential tariff increases [1]

Group 1 - The S&P 500 index declined from a 0.9% drop to a 1.2% drop, while the Dow Jones fell by 664 points, representing a 1.48% decrease, and the Nasdaq dropped by 262 points, reflecting a 1.27% decline [1] - The South African Rand experienced a significant drop against the US dollar, falling from above 17.80 Rand to 17.8432 Rand, with an overall daily decline of 1.51%; South African ETFs listed in the US saw their losses expand to 2.15% [1] - The US will impose a 25% tariff on products from Malaysia and Kazakhstan [1] Group 2 - The US will impose a 30% tariff on South African products [2] - The US will impose a 40% tariff on products from Laos and Myanmar, with Myanmar's tariffs being separate from all industry tariffs [3]

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 ...