【环球时报综合报道】"强劲的出口提振了中国经济，中国经济增长速度预计将超过政府设定的目标。"美国彭博社14日称。中国海关总署当天发布的数据显 示，今年上半年，我国货物贸易进出口21.79万亿元人民币，同比增长2.9%，创历史同期新高。其中出口13万亿元，增长7.2%；进口8.79万亿元，下降 2.7%。日本《朝日新闻》称，中美贸易战在今年4月激化，美国对中国商品加征的关税税率一度高达145%，中国对美出口连续3个月同比下降，但中国通过 拓展其他市场，依然实现了出口增长。同期，中国对东盟、欧盟、韩国、日本等国家和地区的进出口都实现了增长。《华尔街日报》称，中美5月会谈后达 成关税休战协议，贸易紧张局势缓和，中国6月份的出口增长速度加快，超出市场预期。15日，中国国家统计局将发布另一项重要数据：2025年上半年国内 生产总值（GDP）数据。彭博社等多家外媒认为，出口增速加快，进口增长恢复，国内消费提振，这一系列积极信号有助于中国实现2025年GDP增长"5%左 右"的预定目标。 数据显示，东盟继续稳居我国第一大贸易伙伴地位。今年上半年，中国对东盟进出口总值为3.67万亿元，同比增长9.6%。在日前召开的中国—东盟 ...

Group 1 - The ASEAN Foreign Ministers' Meeting was held in Kuala Lumpur, with foreign ministers from countries including China, the US, and Russia in attendance, highlighting China's proactive stance in multilateral settings [1] - The US has recently increased tariffs on certain Brazilian goods, with rates doubling to 50%, prompting Brazil to respond with equivalent measures against US products [3] - China has indicated plans to impose a 50% tariff on US copper imports if the US continues unreasonable restrictions, emphasizing opposition to politicizing trade issues and the concept of national security [3] Group 2 - Chinese Foreign Minister Wang Yi emphasized China's role as a reliable partner for ASEAN and proposed four key suggestions for regional security, including a commitment to a comprehensive security perspective and dialogue to resolve differences [3] - China expressed willingness to sign the Southeast Asia Nuclear-Weapon-Free Zone Treaty Protocol, placing the issue of regional denuclearization in the international spotlight [3] - The international community views the trajectory of US-China relations as pivotal for global dynamics, with concerns that US unilateral sanctions and pressure could exacerbate tensions [7]

据新华社报道，欧盟委员会负责贸易和经济安全等事务的委员谢夫乔维奇14日表示，如果美欧贸易谈判 失败，欧盟准备对价值720亿欧元（约合840亿美元）的美国进口商品征收额外反制关税。就在欧盟与美 国努力达成贸易协议之际，美国总统特朗普12日宣布，自8月1日起将对欧盟的进口商品征收30%的关 税。欧盟成员国部长于14日在布鲁塞尔召开会议，讨论如何回应特朗普最新表态，并准备反制措施。主 持会议的欧盟轮值主席国丹麦外交大臣拉斯穆森在会后的新闻发布会上表示，欧盟成员国认为美国的关 税威胁"绝对不可接受"。他强调："我们希望达成一项公平的协议。但如果我们遭遇不公平的关税，我 们就应做好反制准备。" ...

据央视新闻报道，当地时间7月10日，美国总统特朗普表示计划对几乎所有尚未加征关税的贸易伙伴征 收15%或20%的统一关税。这一消息瞬间在国际社会掀起波澜，而在此之前，特朗普的关税大棒早已四 处挥舞，其中巴西的强硬回击尤为引人注目，成为首个退回美国关税信函的国家。 当地时间7月9日，特朗普通过其社交媒体平台"真实社交"发布了致巴西总统卢拉的信。信中言辞激烈， 指责巴西联邦最高法院对前总统博索纳罗进行"政治迫害"。博索纳罗与特朗普在两人担任总统期间关系 密切，目前博索纳罗在巴西面临审判。特朗普还以巴西"攻击自由选举和美国人言论自由的基本权利"等 为由，宣布美国将从8月1日起对巴西所有输美产品征收50%的关税，这一税率是目前他宣布对各国加征 关税中的最高值 。 巴西总统卢拉（资料图） 而从国际舆论来看，众多分析认为特朗普的关税政策缺乏合理依据。美国Axios新闻网称，特朗普正试 图利用美国的经济实力来影响另一个国家的内政，为他的盟友谋取利益。英国《卫报》评论称，特朗普 对巴西的关税可能有助于卢拉明年连任，因为博索纳罗家族的行为可能被解读为"不爱国、反巴西" 。 特朗普（资料图） 特朗普在信中声称，巴西的"关税、非关 ...

Core Viewpoint - The Trump administration's proposed 100% tariff on Chinese-manufactured cranes has faced strong opposition from the U.S. port industry, which argues that such measures would hinder development opportunities and impose significant costs on American ports [1][4]. Industry Impact - Approximately 80% of the cranes used in U.S. ports are manufactured in China, with ZPMC holding a dominant market share. The price of a Chinese crane is around $15 million, significantly lower than competitors by several million dollars [2][5]. - The U.S. port operators are urgently requesting the government to delay the tariff implementation, as it could lead to tens of millions of dollars in additional costs for equipment updates, which would ultimately be borne by U.S. stakeholders [1][7]. Government Actions - The tariff discussions began in May, with the U.S. Trade Representative's office holding a tense hearing on imposing tariffs ranging from 20% to 100% on various types of unloading equipment. Despite industry objections, the government has decided to proceed with the controversial policy [4][9]. - There are currently no domestic manufacturers of cranes in the U.S., and only three global companies can produce the required equipment, with European manufacturers unable to meet U.S. demand in the short term [5][7]. Long-term Consequences - The proposed tariffs, combined with existing 25% tariffs from the Biden administration, could exacerbate vulnerabilities in the U.S. port supply chain and negatively impact the competitiveness of U.S. ports globally [7][9]. - The U.S. government's approach to impose tariffs on Chinese cranes and high port fees on Chinese vessels reflects a broader strategy to revive domestic manufacturing, but it may ultimately harm U.S. interests by limiting access to essential equipment [9][10]. Market Dynamics - The rise of Chinese manufacturing is attributed to years of technological accumulation, management innovation, and market expansion, rather than unfair competition. The U.S. government's attempts to reverse market choices through administrative means are seen as unrealistic [10][12]. - The protectionist policies may lead to delays in port equipment upgrades, affecting operational efficiency and increasing logistics costs, which could diminish the price competitiveness of U.S. exports [12].

Group 1 - The strategic partnership between Saudi Arabia and China is deepening, focusing on enhancing bilateral economic relations amidst complex global geopolitical and trade dynamics [2][5] - The chairman of the Saudi-Chinese Business Council emphasizes the importance of cooperation in mining, manufacturing, and advanced technology sectors, aligning with Saudi Arabia's industrialization goals [3][8] - The need for multilateral cooperation is highlighted as a response to rising protectionism and globalization challenges, with both countries committed to a win-win development approach [5][8] Group 2 - Saudi Arabia's Vision 2030 aims to diversify its economy away from oil dependency, promoting sustainable development and encouraging private sector investment in renewable energy [9] - The potential for collaboration in clean energy is significant, leveraging Saudi Arabia's renewable resources and China's advanced technology in the sector [9] - Financial technology development is seen as a key area for enhancing bilateral trade and investment, with both countries recognizing the importance of digital solutions and payment systems [9]

Core Points - The U.S. has announced a 30% tariff on goods imported from the EU and Mexico starting August 1, escalating trade tensions with these key partners [1][3][5] - Both the EU and Mexico have expressed strong opposition to the tariffs, labeling them as unfair and threatening to retaliate [3][4][5] - The tariffs are seen as a significant disruption to global trade and have raised concerns about economic uncertainty and the potential for increased inflation and reduced investment in Mexico [4][9] Summary by Category U.S. Trade Policy - President Trump has utilized tariffs as a primary economic leverage tool, with recent announcements targeting the EU and Mexico specifically [4][7] - The U.S. government has indicated that these tariffs are part of a broader strategy to compel other nations to make concessions in trade negotiations [9] EU Response - The EU is actively seeking to negotiate an agreement before the tariffs take effect, with officials stating that the tariffs would disrupt transatlantic supply chains and harm businesses and consumers on both sides [5][6] - European leaders have criticized the U.S. approach as arrogant and disrespectful, emphasizing the need to protect European interests [5][6] Mexico's Position - Mexico's government has labeled the U.S. tariffs as an unfair action and has been engaged in negotiations to address U.S. concerns regarding border security and trade imbalances [3][4] - The potential economic impact on Mexico is significant, with projections indicating a possible 0.6% reduction in GDP by 2025 due to U.S. tariffs [4] Global Trade Dynamics - The uncertainty created by U.S. trade policies is prompting countries to seek diversification away from reliance on the U.S. market, with nations like Canada and members of the EU exploring closer trade ties with other regions [9] - Analysts suggest that the current U.S. trade strategy may lead to a reconfiguration of global trade relationships, as countries adapt to the unpredictability of U.S. policies [9]

日前美国宣布将对从欧盟、墨西哥进口的商品分别征收30%关税。美国彼得森国际经济研究所高级研究 员玛丽·洛夫莉表示，美国追求的并非是双赢的协议，而是希望通过向贸易伙伴施压，确保自己得到更 多利益。（央视） ...

3. 称自己是美国救世主——当地时间7月12日，美国总统特朗普在福克斯新闻频道的独家专访中，当被 主持人——其儿媳劳拉·特朗普问及希望以何种形象载入史册时，特朗普毫不迟疑地给出了震撼性回 答："必须承认，我就是那个拯救美国的人。" 4. 据哥伦比亚广播公司：特朗普考虑为乌克兰提供资金。 金十数据整理：特朗普过去24小时都忙了什么？（2025-07-13） 1. 美国总统特朗普表示，从8月1日起，对墨西哥、欧盟输美商品征收30%关税。 2. 捍卫其贸易政策——在接受福克斯新闻采访时，美国总统特朗普捍卫其对外国贸易伙伴征收关税的决 定。特朗普认为美国被"占便宜"太久了，他把自己的国家放在第一位。 5. 特朗普在帖文中表示，"没有人关心"爱泼斯坦，绝不能在案子上浪费更多时间或精力。 ...

Investment Rating - The report maintains a "Buy" rating for the industry, highlighting several companies as key investment opportunities [5][6]. Core Views - The report emphasizes the impact of the U.S. increasing copper import tariffs, which is expected to create a divergence in copper prices between COMEX and LME, while domestic policies are expected to support industrial metal prices [2][4]. - The report expresses optimism regarding the recovery of lithium prices due to improved demand expectations and the ongoing shortage of cobalt, which is anticipated to drive cobalt prices higher [3]. - The report notes the uncertainty surrounding U.S. tariffs but remains bullish on gold prices in the long term, driven by central bank purchases and weakening U.S. dollar credit [4]. Summary by Sections Industrial Metals - The U.S. plans to raise copper import tariffs to 50%, leading to a significant increase in COMEX copper prices while negatively impacting LME and domestic copper prices [2]. - Domestic copper smelting enterprises have seen an increase in operating rates, driven by the tariff announcement, which has stimulated downstream purchasing [2]. - Aluminum production capacity has slightly decreased, and domestic aluminum social inventory has shifted from accumulation to reduction, supporting aluminum prices [2][20]. Energy Metals - Lithium prices are expected to recover due to improved production expectations in the new energy sector, despite ongoing supply pressures [3]. - Cobalt prices are projected to rise due to a shortage of raw materials, exacerbated by delays in policies from the Democratic Republic of Congo [3]. - Nickel prices are expected to stabilize in the short term, with some nickel salt manufacturers planning to reduce or halt production due to weak demand [3]. Precious Metals - The uncertainty surrounding U.S. tariffs continues, but silver prices have reached new highs, and gold prices are expected to trend upward in the long term [4]. - The report highlights several companies in the precious metals sector as key investment opportunities, including Shandong Gold and Zijin Mining [4][5]. Company Profit Forecasts and Valuations - The report provides detailed earnings per share (EPS) forecasts and price-to-earnings (PE) ratios for various companies, all rated as "Recommended" for investment [5]. - Key companies highlighted include Zijin Mining, Luoyang Molybdenum, and China Nonferrous Mining, with projected EPS growth and favorable PE ratios [5].