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油脂油料周报:印尼生柴消息利好,油脂偏强震荡-20251010
Guo Xin Qi Huo· 2025-10-10 09:49
研究所 印尼生柴消息利好 油脂偏强震荡 1 蛋白粕市场分析 2 油脂市场分析 3 后市展望 研究所 Part1 第一部分 蛋白粕市场分析 一、蛋白粕市场分析 研究所 ----国信期货油脂油料周报 2025年10月10日 研究所 目录 CONTENTS 0 5 0 100 150 200 250 1 3 5 7 9 1 1 1 3 1 5 1 7 1 9 2 1 2 3 2 5 2 7 2 9 3 1 3 3 3 5 3 7 3 9 4 1 4 3 4 5 4 7 4 9 5 1 1、美国市场—美豆出口情况 研究所 美豆当周检验数量 美豆本年度销售 本周行情回顾:本周CBOT大豆震荡收涨,技术性买盘的支持。周初CBOT大豆震荡走高,交易商在等待中美高层月底会晤及美国政府农民援助计划的消息,这些因素可能为大豆市场提供新 的需求动力。 由于美国政府自10月1日以来持续停摆,美国农业部原计划周四和周五发布的出口销售周度报告以及供需月报将暂停发布,这使得市场短期内缺乏官方数据指引。周四美豆高位 回落,主要因多头获利平仓、技术性抛盘活跃以及对中美贸易担忧加剧的影响。节后国内豆粕高开低走,一方面美豆回落,巴西大豆升贴水下调 ...
调查:近半数在华美企受访时希望特朗普政府取消对华关税
Huan Qiu Shi Bao· 2025-09-10 22:45
Group 1 - Nearly half of surveyed American companies urge the cancellation of all tariffs imposed on Chinese goods [1] - Approximately two-thirds of respondents expect tariff tensions to negatively impact their revenues in China, with the highest concern from the chemical, logistics, and industrial manufacturing sectors [1] - The goal of the Trump administration to bring manufacturing back to the U.S. appears difficult to achieve, as 51% of companies prefer to relocate investments to Southeast Asia, compared to only 18% choosing the U.S. [1] Group 2 - The business environment in China is reported to have improved, although trade tensions overshadow these efforts [1] - The chairman of the Shanghai American Chamber of Commerce emphasizes the need for a stable and transparent framework to promote cross-border trade and investment [1]
新华联合投资(08159) - 达成復牌指引及恢復买卖
2025-08-11 14:00
香港交易及結算所有限公司及香港聯合交易所有限公司對本公告之內容概不負責, 對其準確性或完整性亦不發表任何聲明,並明確表示概不就因本公告全部或任何 部分內容而產生或因倚賴該等內容而引致的任何損失承擔任何責任。 除另有界定外,本公告所用詞彙與該等公告所界定者具有相同涵義。 背景 於二零二四年七月二日,應本公司要求,本公司股份於聯交所暫停買賣,以待刊發 本公司截至二零二四年三月三十一日止十五個月(「二零二四年十五個月」)之經 審核全年業績公告(「二零二四年十五個月業績」)。 (於開曼群島註冊成立並於百慕達存續之有限公司) CHINA UNITED VENTURE INVESTMENT LIMITED (股份代號:8159) 達成復牌指引 及 恢復買賣 本公告乃由新華聯合投資有限公司(「本公司」,連同其附屬公司,統稱「本集團」) 董事(「董事」)會(「董事會」)根據香港聯合交易所有限公司(「聯交所」)GEM證 券上市規則(「GEM上市規則」)第17.10條及香港法例第571章證券及期貨條例第 XIVA部項下之內幕消息條文作出。 茲提述本公司日期為二零二四年六月二十八日、二零二四年七月三十一日(「二零 二四年七月更新公 ...
中美芯片战的意外赢家
半导体行业观察· 2025-07-29 01:14
Core Viewpoint - The article discusses how the U.S.-China trade tensions, particularly the tariffs imposed by former President Trump, have created opportunities for Vietnam to establish itself in the global semiconductor industry, with a focus on local production and reducing reliance on China [3][6]. Group 1: Market Dynamics - The demand for semiconductor components in Vietnam has surged due to preemptive orders from clients before tariffs took effect, with companies like Fab-9 reporting a 20% increase in orders following Trump's tariff threats [3]. - Vietnam's semiconductor strategy aims to establish a domestic manufacturing plant, 100 chip design companies, and 10 packaging factories by 2030 [3]. Group 2: Investment and Infrastructure - VSAP Lab is investing $72 million to build an advanced semiconductor packaging laboratory in Da Nang, with a designed annual output of 10 million units [4]. - The Vietnamese government is promoting high-tech manufacturing, with state-owned Viettel pursuing similar technological advancements [5]. Group 3: Challenges and Comparisons - Despite the growth potential, Vietnam faces challenges similar to Malaysia, which has not developed a globally influential semiconductor company despite having a robust ecosystem for over 50 years [9]. - The article highlights the need for Vietnam to reform its incentive mechanisms to support local startups and attract technical talent to compete globally [9]. Group 4: Regional Developments - Other provinces in Vietnam are becoming key nodes in the semiconductor manufacturing ambitions, with companies like Vietnam Wafer Company expanding facilities to produce ultra-pure quartz for wafers [10]. - FPT and CT Semiconductor are constructing Vietnam's first wholly-owned assembly, testing, and packaging factory [10].
阿斯麦(ASML.US)突砍增长预期 地缘政治阴云引爆4月来最大单日暴跌
智通财经网· 2025-07-16 11:17
Core Viewpoint - ASML's CEO Christophe Fouquet has withdrawn the company's growth forecast for next year due to escalating uncertainties from macroeconomic and geopolitical developments, leading to a significant drop in the company's stock price [1] Group 1: Stock Performance and Market Reaction - ASML's stock price fell by 8.5% to €646.30, marking the largest single-day decline since April 7, with a total drop of 34% over the past year [1] - The decline in ASML's stock also triggered a collective drop in the semiconductor equipment sector, with peers like Applied Materials and Lam Research seeing declines of over 2% [1] Group 2: Financial Projections - ASML expects third-quarter net sales to be between €7.4 billion and €7.9 billion (approximately $8.6 billion), which is below analysts' average estimate of €8.2 billion [2] - The company maintains its full-year revenue growth forecast of 15% [2] Group 3: Customer Behavior and Market Dynamics - Customers are delaying equipment purchases due to uncertainties surrounding tariffs and export control policies, impacting major clients like TSMC and Intel [5] - Intel's new CEO is pushing for a restructuring plan involving over 20% layoffs, while Samsung reported its first profit decline since 2023, primarily due to shrinking AI market share [5] Group 4: Future Growth Potential - Despite the lowered growth expectations, Fouquet emphasized that the fundamentals for AI customers remain strong, with significant investments flowing into AI data center construction [6] - ASML received new orders worth €5.5 billion in the second quarter, exceeding market expectations, although the company will stop disclosing quarterly order data starting next year [6] Group 5: Trade Relations and Policy Impact - Signs of easing trade tensions between the U.S. and China could benefit ASML, as NVIDIA and AMD have been allowed to resume sales of certain AI chips to China, which is ASML's second-largest market [8] - The Dutch government continues to prohibit the export of EUV equipment to China due to U.S. pressure, and any relaxation of U.S. export restrictions on AI processors could boost chip demand [8] - CFO Dassen outlined four potential pathways through which tariff policies could impact business, emphasizing the need for a defensive strategy to minimize ASML's exposure [8][9]
另类投资简报 | 对冲基金减持七巨头而增持中概股,谁最受青睐?4月抄底的对冲基金如今怎样了?
彭博Bloomberg· 2025-06-23 02:58
Core Insights - The hedge fund market experienced a significant increase in May 2024, with a 2.3% rise, marking the largest gain since March 2024, driven by the Bloomberg Stock Hedge Fund Index [5] - Hedge funds have shown a year-to-date increase of 1.7%, with equity funds leading the gains at 3.3%, while macro funds recorded a maximum decline of 1.2% [5] Private Equity Market Review - The report highlights the ongoing trends in private equity fundraising and investment activities, emphasizing the dynamics of the market [3][8] Hedge Fund Market Overview - In the first quarter of 2024, hedge funds reduced their holdings in the "seven major tech giants" while increasing exposure to Chinese companies listed in the U.S. [8] - Despite escalating U.S.-China trade tensions, hedge funds have favored Chinese stocks, particularly Alibaba, Pinduoduo, and Baidu [8] - A Chinese hedge fund capitalized on a significant drop in the Chinese stock market in April due to new U.S. tariffs, achieving a 20% return since then and a cumulative return of 1,485% since its inception ten years ago [8] Market Dynamics - The report notes that Hong Kong is intensifying tax scrutiny on private equity and venture capital funds, indicating a shift in regulatory focus [9] - PAG is leading the acquisition of 48 shopping centers owned by Dalian Wanda, showcasing active investment strategies in the private equity space [9] - Stonepeak has agreed to acquire the container leasing company Seaco, reflecting ongoing consolidation in the industry [9]
中美元首通话后,岛内先慌了
Sou Hu Cai Jing· 2025-06-07 09:57
Group 1 - The core point of the article revolves around the recent phone call between the Chinese and U.S. leaders, which aimed to ease trade tensions while also addressing the Taiwan issue, highlighting the delicate balance in U.S.-China relations [1][11]. - The call has raised concerns among Taiwanese political figures about Taiwan's potential marginalization in both economic and geopolitical contexts, particularly in light of U.S. trade policies [1][5]. - Trump's imposition of a 32% export tariff on Taiwan as part of his "reciprocal tariffs" policy is projected to have a direct impact on Taiwan's GDP, estimated between 15% to 20%, indicating significant economic repercussions for the region [3][4]. Group 2 - A recent poll indicated that 66.2% of Taiwanese respondents believe Trump would sacrifice Taiwan's interests for U.S. benefits, reflecting growing skepticism towards U.S. intentions [4]. - The phone call has intensified anxieties in Taiwan regarding its trade negotiations with the U.S., as local officials express concerns about being left behind in regional economic discussions [5][6]. - The conversation between the leaders is seen as a warning from Beijing to the Taiwanese authorities about the risks of escalating tensions, emphasizing that Taiwan is a core interest for China [9][12].
中国美国商会调查显示:没有在华美企因关税压力要将生产转移回美
news flash· 2025-06-06 03:53
Core Insights - A recent survey conducted by the American Chamber of Commerce in China indicates that despite the operational pressures from the Sino-U.S. trade tensions, the majority of American companies do not plan to exit the Chinese market [1] - No companies reported intentions to relocate production back to the United States [1] Group 1 - The survey highlights the resilience of American businesses in China amid ongoing trade disputes [1] - The findings suggest a commitment to the Chinese market despite external pressures [1]
就在今晚!油价又要变了
Zhong Guo Ji Jin Bao· 2025-06-03 10:25
最新一轮油价调整,即将落地! 【导读】国内成品油价格最新调整:汽、柴油每吨分别上涨65元、60元 中国基金报记者 晨曦 6月3日,国家发展改革委发布消息称,根据近期国际市场油价变化情况,按照现行成品油价格形成机制,自2025年6月3日24时起,国内汽、柴油价格(标 准品,下同)每吨分别上涨65元和60元。 折合成升价后,国内92号汽油、95号汽油、0号柴油均上调0.05元/升。以油箱容量为50升的家用轿车为例,加满一箱油将多花2.5元。 油耗方面,以月跑2000公里、百公里油耗8升的小型私家车为例,到下次调价窗口开启(6月17日24时)之前的时间内,消费者用油成本将增加4元左右。 物流方面,以月跑10000公里、百公里油耗38升的重卡为例,在下次调价窗口开启前,单辆车的燃油成本将增加89元左右。 上月油价下调后,国内92号汽油普遍回到"7元时代"。此次油价小幅上调后,国内多地92号汽油仍将保持在7元/升以下。 | 地区 | 92号汽油 | 95号汽油 | 98号汽油 | 0号柴油 | | --- | --- | --- | --- | --- | | 北京 | 6.91 | 7.36 | 8.86 | 6.5 ...
通用汽车(GM.US)暂停部分美国制造车型对华出口
智通财经网· 2025-05-20 13:50
Core Viewpoint - General Motors (GM) has halted exports of certain vehicles manufactured in the U.S. to China due to ongoing trade tensions between the U.S. and China [1] Group 1: Trade Relations and Tariffs - Despite positive trade consensus reached during high-level economic talks in Geneva, the U.S. has imposed new tariffs on Chinese goods, with an effective rate of 30% this year [1] - The actual tariff rate on U.S. goods exported to China may range between 40% to 50% when considering tariffs imposed during Trump's first term [1] - The average tariff rate in the U.S. remains at its highest level since 1934, nearing 20% [1] Group 2: GM's Financial Performance and Strategy - GM has reported ongoing losses from its joint ventures in China, significantly impacted by tariffs on auto parts and vehicles [1] - The company announced a restructuring of its "Durant Guild," a platform aimed at introducing high-end vehicles to the Chinese market, in response to changing global economic conditions [2] - GM's stock price has seen a decline of over 6% this year under the pressure of Trump's tariff policies, with a slight increase of 0.3% in early trading [2]