外交部发 言人林剑。图片来自外交部 中国青年报客户端北京6月12日电（中青报·中青网记者 国新冠）就美国总统特朗普11日称美中已达成协 议的表态，中国外交部发言人林剑12日在例行记者会上应询表示，中美经贸磋商机制首次会议就解决双 方彼此经贸关切取得新进展。 来源：中国青年报客户端 林剑表示，6月11日下午，中方已就中美经贸磋商机制首次会议发布消息。"我要强调，本次会议是在两 国元首的战略指引下举行的，双方就落实两国元首6月5日通话重要共识和巩固日内瓦经贸会谈成果的措 施框架达成原则一致，就解决双方彼此经贸关切取得新进展。" 林剑说，中方一向言必行、行必果，既然达成了共识，双方都应遵守。希望美方同中方一道落实两国元 首通话达成的重要共识，发挥中美经贸磋商机制作用，通过沟通对话增进共识，减少误解，加强合作。 在回答中美关系相关提问时，林剑表示，中方一向本着相互尊重、和平共处、合作共赢的精神看待和处 理中美关系，中方在对美关系上的立场是一贯的、明确的。 据外交部网站消息，当地时间6月9日至10日，中美经贸中方牵头人、国务院副总理何立峰与美方牵头 人、美国财政部长贝森特及商务部长卢特尼克、贸易代表格里尔在英国伦敦举行 ...

沪锡产业日报 2025-06-12 | 项目类别 | 数据指标 | 最新 | 环比 数据指标 | 最新 | 环比 | | --- | --- | --- | --- | --- | --- | | | 期货主力合约收盘价:沪锡(日,元/吨) | 265150 | -380 7月-8月合约收盘价:沪锡(日,元/吨) | 230 | 40 | | | LME3个月锡(日,美元/吨) | 32560 | -20 主力合约持仓量:沪锡(日,手) | 25639 | -523 | | 期货市场 | 期货前20名净持仓:沪锡(日,手) | 4371 | 810 LME锡:总库存(日,吨) | 2365 | -50 | | | 上期所库存:锡(周,吨) | 7372 | -735 LME锡:注销仓单(日,吨) | 600 | 0 | | | 上期所仓单:锡(日,吨) | 6842 | 32 | | | | 现货市场 | SMM1#锡现货价格(日,元/吨) | 265300 | -500 长江有色市场1#锡现货价(日,元/吨) | 265170 | -700 | | | 沪锡主力合约基差(日,元/吨) | 150 | -12 ...

林剑对此回应说，昨天下午中方已就中美经贸磋商机制首次会议发布消息，你可以查阅，我要强调 本次会议是在两国元首的战略指引下举行，双方就落实两国元首6月5日通话重要共识和巩固日内瓦 经贸会谈成果的措施框架达成原则一致，就解决双方彼此经贸关切取得新进展。 林剑表示，中方一向言必行，行必果。既然达成了共识，双方都应遵守 ，希望美方同中方一道落实 两国元首通话达成的重要共识，发挥中美经贸磋商机制作用，通过沟通对话，增进共识，减少误 解，加强合作。 （本文来源：人民日报） 12日，外交部发言人林剑主持例行记者会。 有外媒记者提问称，昨天美国总统特朗普在其社交平台发文表示，已经同中方达成协议，比如说中 方将会提供稀土磁铁等。中方能否证实这些细节？ ...

中方一向言必行、行必果。既然达成了共识，双方都应遵守，希望美方同中方一道落实两国元首通 话达成的重要共识，发挥中美经贸磋商机制作用，通过沟通对话增进共识、减少误解、加强合作。 林剑表示，我要强调本次会议是在两国元首的战略指引下举行，双方就落实两国元首6月5日通话重 要共识和巩固日内瓦经贸会谈成果的措施框架达成原则一致，就解决双方彼此经贸关切取得新进 展。 据央视新闻，6月12日，外交部发言人林剑主持例行记者会。有记者就中美经贸磋商机制会议提问。 ...

6月12日，外交部发言人林剑主持例行记者会。有记者就中美经贸磋商机制会议提问。林剑表示，我要 强调本次会议是在两国元首的战略指引下举行，双方就落实两国元首6月5日通话重要共识和巩固日内瓦 经贸会谈成果的措施框架达成原则一致，就解决双方彼此经贸关切取得新进展。中方一向言必行、行必 果。既然达成了共识，双方都应遵守，希望美方同中方一道落实两国元首通话达成的重要共识，发挥中 美经贸磋商机制作用，通过沟通对话增进共识、减少误解、加强合作。(央视新闻) ...

Market Overview - The Shanghai Composite Index has returned to 3400 points, with the ChiNext Index leading the gains [1][4] - The market showed a rebound with all three major indices closing in the green, and the ChiNext Index leading the rise [4][6] Market Performance - The closing points and percentage changes for major indices are as follows: - Shanghai Composite Index: 3402.32, up 0.52% [2] - Shenzhen Component Index: 10246.02, up 0.83% [2] - CSI 300: 3894.63, up 0.75% [2] - ChiNext Index: 2061.87, up 1.21% [2] - STAR 50: 980.93, down 0.20% [2] - Beijing Stock Exchange 50: 1427.91, unchanged [2] Sector Performance - The top-performing sectors include: - Non-ferrous metals: up 2.21% [3] - Agriculture, forestry, animal husbandry, and fishery: up 2.02% [3] - Non-bank financials: up 1.90% [3] - Automotive: up 1.70% [3] - Media: up 1.60% [3] - The underperforming sectors include: - Pharmaceutical and biological: down 0.41% [3] - Communication: down 0.28% [3] - Beauty and personal care: down 0.10% [3] - Public utilities: up 0.09% [3] - Food and beverage: up 0.21% [3] Concept Index Performance - The leading concept indices include: - Rare earth permanent magnet: up 4.90% [3] - E-sports: up 2.72% [3] - Cobalt: up 2.36% [3] - Integrated die-casting: up 2.26% [3] - Online gaming: up 2.22% [3] - The lagging concept indices include: - China-South Korea Free Trade Zone: down 1.35% [3] - CRO concept: down 0.90% [3] - Alzheimer's concept: down 0.90% [3] - Recombinant protein: down 0.82% [3] - Controlled nuclear fusion: down 0.80% [3] Future Outlook - The market is expected to maintain a slight positive growth in exports in June and July, despite a slowdown in growth and a widening decline in exports to the U.S. [6] - The report anticipates that the trade negotiations between China and the U.S. will ease trade tensions, supporting overseas demand [6] - The focus will be on the implementation of existing economic stabilization policies and potential new policies following the political bureau meeting in July [6] - Investment strategies should consider sectors such as technology growth, new consumption, high-end manufacturing, and high-dividend defensive assets [6]

1. Report Industry Investment Rating - No relevant information provided 2. Core Viewpoints of the Report - The short - term view of the stock index is range - bound, the medium - term view is upward, and the intraday view is slightly bullish. Although there are some factors restricting the upward movement of the stock index, the bottom - support from policies is strong, and the downward risk in the short term is low[1][4] 3. Summary According to Relevant Catalogs 3.1 Variety Viewpoint Reference - Financial Futures Stock Index Sector - For IH2506, the short - term trend is oscillatory, the medium - term trend is upward, the intraday trend is slightly bullish, with an overall view of range - bound. The core logic is that the positive policy expectations provide strong support[1] 3.2 Main Variety Price Market Driving Logic - Financial Futures Stock Index Sector - The intraday view of IF, IH, IC, and IM is slightly bullish, the medium - term view is upward, and the reference view is range - bound. Yesterday, each stock index rebounded slightly. The total stock market turnover was 1286.6 billion yuan, a reduction of 164.6 billion yuan compared to the previous day. The result of Sino - US economic and trade consultations is highly uncertain, and the market sentiment is mainly one of waiting and watching. Overseas uncertainties and weak domestic demand suppress the upward momentum of the stock index. However, the weakening of macro - economic indicators increases the expectation of policy support, and the bottom - support of the market is sufficient. The marginal effect of the negative impact of the tariff war is weak, and the short - term downward risk of the market is low[4]

Market Overview - US stock market declined on Wednesday, with the S&P 500 ending a three-day rally, which may put pressure on A-shares at the opening [2] - The China Golden Dragon Index rose by 0.08%, indicating a positive performance for Chinese concept stocks [2] Technical Analysis - The Shanghai Composite Index closed at 3402.32 points, maintaining above the 3400 mark, but trading volume decreased to 1.26 trillion, down 160 billion from the previous day, suggesting weak buying interest [2] - If trading volume remains low, the index may test the 3380 point support level [2] - The ChiNext Index increased by 1.21%, but the new energy sector lagged, with Ningde Times affecting overall sentiment [2] - The brokerage sector saw a net inflow of 3.7 billion, indicating potential upward movement if major brokers like CITIC Securities and Oriental Fortune show strong early performance [2] Policy Directions - Three key policy directions identified: 1. US-China trade talks focusing on rare earth and semiconductor equipment exports, with China issuing temporary export licenses for rare earth materials to three major US automakers [3] 2. Hydrogen energy pilot projects, with the National Energy Administration outlining directions for green hydrogen production and zero-carbon parks, potentially benefiting equipment manufacturers like Hupu Co. and Xue Ren Co. [3] 3. Local special bonds issuance, with 180 billion issued in the first two weeks of June, likely stabilizing infrastructure stocks like China Communications Construction and China Railway Construction [3] Sector Rotation - Focus on whether technology and brokerage sectors can resonate positively in early trading [3] - The AI computing industry chain may see funding inflows due to the upcoming delivery of Nvidia's Blackwell chips [3] - Defensive sectors like Yangtze Power, with a dividend yield over 5%, and Hu Nong Commercial Bank, known for low valuation and high dividends, are suitable for risk-averse investments [3] Investment Strategy - Key focus on trading volume; if the first hour's trading volume exceeds 380 billion, the index may approach 3417 points; if it falls below 1.2 trillion, consider reducing positions to avoid potential pullbacks [4] - Long-term investors should consider semiconductor equipment, AI computing, and consumer electronics, which are at historical low valuations and have multiple policy catalysts [4] - Short-term traders should monitor hydrogen energy pilot projects and urban renewal themes, paying attention to the strength of leading stocks [4]

Core Insights - The A-share market indices collectively rose on Wednesday, with the Shanghai Composite Index increasing by 0.52%, the Shenzhen Component Index by 0.83%, and the ChiNext Index by 1.21%. The total market turnover was 12,866 billion, a decrease of 1,646 billion from the previous day, with over 3,400 stocks rising across the market. The sectors with the highest gains included rare earth permanent magnets, energy metals, and automotive parts, while the CRO concept sector saw declines [3][7]. Important News - The first meeting of the China-U.S. economic and trade consultation mechanism took place on June 9-10, 2025, in London. The Chinese lead, Vice Premier He Lifeng, and the U.S. lead, Treasury Secretary Yellen, along with other officials, engaged in candid and in-depth discussions on economic and trade issues of mutual concern. They reached a principled consensus on the framework for implementing the important consensus from the June 5 call between the two heads of state and made progress in addressing each other's economic and trade concerns [4][8].

Group 1 - The first meeting of the China-US economic and trade consultation mechanism took place in London, with both sides achieving a principled consensus on addressing economic concerns and enhancing cooperation [2][3] - China emphasized the mutual benefits of the economic relationship, stating that trade wars yield no winners and expressing a willingness to engage in dialogue to resolve differences [2] - The US side reported positive outcomes from the meeting, aiming to stabilize bilateral economic relations and implement the consensus reached [3] Group 2 - The China Automobile Industry Association reported that from January to May, automobile production and sales reached 12.826 million and 12.748 million units, respectively, marking year-on-year increases of 12.7% and 10.9% [4] - New energy vehicle production and sales during the same period were 5.699 million and 5.608 million units, reflecting year-on-year growth of 45.2% and 44%, with new energy vehicles accounting for 44% of total new car sales [4] Group 3 - The Zhejiang Provincial Department of Commerce and 17 other departments issued measures to support the overseas expansion of the gaming industry, including increased financial support [5] - Companies such as Silver Wheel Co. plan to establish joint ventures to enter the intelligent robot parts market, while Tian Ci Materials intends to build an integrated production base for electrolytes and raw materials in Morocco [7]