当美国中西部农场主们看着仓库里堆积如山的大豆发出绝望叹息时，特朗普在社交媒体上敲下了一行字："四周后，我要在APEC峰会上和中方谈谈大豆。 这句话看似强硬，却透着一丝仓促。 与此同时，一贯高举"去美元化"大旗的普京突然改口："俄罗斯不反美元，只是被迫不用。 " 两大事件看似无关，却共同揭示了一个现实：全球贸易的棋局中，谁手握筹码，谁才能淡定落子。 而中国，正握着大豆这张王牌。 2025年秋收季，美国农民面临一场前所未有的噩梦。 印第安纳州豆农吉姆·史密斯对着媒体镜头苦笑："这是我种出最好的大豆，但现在只能搅碎在地里，因 数据显示，截至9月18日，中国在新销售季未向美国下达任何大豆订单，这是自1999年有记录以来的首次归零。 特朗普的应对策略充满矛盾。 他先试图组建"关税联盟"，施压欧盟和G7对中国加税，但遭德国总理默茨明确拒绝："不能与中国打贸易战。 " 盟友退缩后，特朗普转向单边行动：8月延长对华关税休战90天，同时威胁对中国稀土征收200%关税。 联邦法院在8月28日裁定特朗普的关税政策"越权违法"，要求90天内整改，进一步削弱其谈判筹码。 紧迫的是时间窗口。 APEC峰会于10月底举行，但美国大豆收获季 ...

布鲁塞尔近日亮出了针对俄罗斯的第19轮制裁方案，但这份看似平常的文件却暗藏着一个令人意外的细节——制裁名单中赫然出现了15家中国企业的名字， 这些企业主要分布在石油化工、能源贸易等关键领域。这标志着欧盟首次在俄乌冲突相关制裁中大规模针对中国企业。 欧盟委员会给出的官方解释是阻断 俄罗斯的资金生命线，声称要防止莫斯科通过第三方渠道获取石油收入。但蹊跷的是，这些指控均未出示任何确凿证据。国际关系专家指出，这实际上是欧 盟将制裁大棒延伸到了与俄罗斯有正常贸易往来的第三国企业身上，带有明显的政治操弄色彩。 欧盟最新对俄制裁暗藏玄机：十余家中企意外上榜引发连锁反应 面对欧盟的无端指控，中国商务部迅速作出回应，强调中俄经贸合作完全符合国际贸易规则，中方将坚决维护本国企业的合法权益。值得注意的是，尽管手 握稀土这张王牌，中国并未采取激进的报复措施。这种克制既体现了大国担当，也源于对全球产业链稳定的责任意识。 柏林工业大学的能源专家穆勒教授 指出：欧盟正陷入典型的战略困境——在新能源赛道上离不开中国的稀土供应，在地缘政治上又不得不追随美国对华施压。这种矛盾在近期欧盟内部讨论中 愈发明显：法国主张建立稀土自主，德国则担心影响汽 ...

在谈及与中国的关系时，塔亚尼指出，中国依然是意大利重要的合作伙伴和关键供应来源，意方希 望继续深化与中方的合作。为此，双方将于10月8日在米兰举行政府间委员会，全面探讨双边政治与经 济议题。同时，塔亚尼强调，近期一系列事件——特别是新冠疫情的深远影响——凸显出保障经济安全 需要推进供应链多元化战略。在这一方面，拉丁美洲可以发挥关键作用。除南共市国家外，智利、安第 斯国家和中美洲国家也在欧盟的贸易布局中占据重要位置，与这些国家签署的协议将有助于降低欧盟在 部分关键领域的战略依赖。 （原标题：塔亚尼表示将于10月8日在米兰举办中意政府间委员会） 意大利外交部官网9月5日发布消息，意大利副总理兼外交部长塔亚尼近日在接受意大利媒体采访时 表示，欧盟与南方共同市场（Mercosur）达成的自由贸易协议，是巩固双边经贸关系的重要一步，也是 意大利政府力争到2027年实现7000亿欧元出口目标的重要组成部分。当前，美国重新实施对欧盟及其他 主要市场的关税政策，贸易保护主义抬头，在这一背景下，该协议具有深远的战略和政治意义，有助于 在美洲大陆构建稳定的战略伙伴关系。 ...

Group 1: Report Information - Report Name: Carbonate Lithium Futures Daily Report [1] - Date: August 1, 2025 [2] - Researcher: Zhang Ping, Yu Feifei, Peng Jinglin [3][4] Group 2: Investment Rating - No investment rating information provided Group 3: Core View - The carbonate lithium futures continued to decline, hitting a low of 66,720. The spot price was relatively resistant to decline, with the electric carbon price dropping by 950 to 72,000. The spot price remained at a premium to the futures price. The downstream market was still cautious, and the actual trading volume did not increase significantly. The ore price followed the decline, and the production profit of salt factories using spodumene decreased, while the loss of those using mica increased. The supply was expected to remain high in the short term, and the fundamentals were not supportive of the price. The futures price mainly followed the market's trading of the anti - involution logic, and the downside space was expected to be limited due to the spot price being higher than the futures price [11] Group 4: Market Review and Operation Suggestions - Futures Trend: The carbonate lithium futures continued to decline and closed with a long lower - shadow doji. The lowest price of the main contract reached 66,720 [11] - Spot Market: The electric carbon price dropped by 950 to 72,000, and the spot price was at a premium to the futures price. The downstream inquiry activity increased, but the actual trading volume did not increase proportionally, and the downstream mainly made rigid - demand purchases [11] - Ore Price: The Australian ore price dropped by 17.5 to 762.5 US dollars per ton, and the mica price dropped by 25 to 1,750 yuan per ton. The production profit of salt factories using spodumene decreased to 2,075, and the loss of those using mica expanded to 7,136 [11] - Supply Outlook: The production of carbonate lithium from spodumene was expected to increase further, while the production from mica needed to monitor the shutdown situation in Jiangxi. The supply was expected to remain high in the short term [11] Group 5: Industry News - Ningde Times: In Q2 2025, its combined sales of power and energy storage batteries were close to 150 GWh, a year - on - year increase of over 30%. The energy storage accounted for about 20%. It had over 10 years of R & D experience in solid - state batteries and had an industry - leading R & D team. The scientific problems in the solid - state battery industry were basically solved, but commercialization was still some way off [14] - South Korean Electronics Company and Tesla: A South Korean electronics company reached a 4.3 - billion - dollar supply agreement with Tesla to supply LFP energy storage batteries from 2027 for a three - year period with an option to extend to seven years. The batteries will be produced in a Michigan factory, helping Tesla reduce its dependence on Chinese - imported batteries. The South Korean company planned to increase its North American energy storage battery production capacity to 30 GWh by 2026 [14][15]