据央视新闻，当地时间8月25日，美国国土安全部发布预告通知， 拟自8月27日零时起对印度商品加征50%关税。 据彭博社报道，该通知指出，关税将适用于"所有进口供消费或仓储提取供消费的印度商品"。 美对印加征关税 总体税率将增至50% 美国总统特朗普8月6日签署行政令，以印度"以直接或间接方式进口俄罗斯石油"为由，对印度输美产品征收额外的25%关税。公告表示，除一些例外 情况，新的关税措施将在行政令公布21天后实施。 根据特朗普7月31日签署的行政令，美国将从8月7日开始对印度输美商品征收25%的关税。与6日公布的额外关税叠加后，印度输美商品将总体适用 50%的关税税率。 对此，印方表示，美方对印度加征关税的做法"不公平、不公正、不合理"，印度将"采取一切必要行动"维护国家利益。 ...

波兰维斯瓦金融与商业学院国际关系学教授 诺瓦克：我衷心希望中欧双方能够携手捍卫全球贸易规则和世贸组织框架。当前世贸组织确实存在不足，运行 受阻，但这已是我们拥有的最佳全球贸易框架。我们必须共同维护世贸组织规则。 诺瓦克表示，希望中欧之间能够携手捍卫多边贸易体系。 波兰维斯瓦金融与商业学院国际关系学教授诺瓦克在接受总台记者采访时表示，他认为美国的关税政策正在影响世界贸易体系，而美国自身终将成为加征关 税的最大输家。 波兰维斯瓦金融与商业学院国际关系学教授 诺瓦克：我认为美国将成为加征关税的最大输家。在当前贸易体系中，各国终将通过各种方式，重新调整全球 贸易格局，因此美国将处于非常不利的地位，其他国家不会与美国维持这种高关税贸易体系，最终必然导致全球贸易格局的重构。回顾特朗普首个总统任期 就能发现，加征关税根本不会带来就业增长，因此我认为美国消费者将为关税埋单，美国也必将因此成为输家。 ...

Group 1 - The U.S. has announced additional tariffs on Indian goods as a punishment for India's purchase of Russian oil, with tariffs set to increase to 50% starting August 27 [1] - President Trump indicated that there are currently no plans to impose tariffs on Chinese goods related to their purchase of Russian oil, despite previous threats [1][2] - The extension of the trade truce between the U.S. and China for an additional 90 days aims to alleviate the high tariffs that had surged earlier in the spring [1] Group 2 - Trump described the meeting with President Putin as successful, despite not reaching a ceasefire agreement, and called for negotiations between Ukraine and Russia [2][3] - The Chinese government maintains a consistent stance on its energy cooperation with Russia, asserting that such activities are legitimate and based on national interests [3]

Core Points - President Trump indicated that he currently has no plans to impose tariffs on Chinese products due to China's purchase of Russian oil, citing progress in discussions with Putin regarding the Ukraine conflict [1] - Trump previously threatened tariffs on countries purchasing Russian energy to pressure Putin into peace negotiations with Ukraine [1] - The U.S. plans to increase tariffs on Indian products to 50% starting August 27 in response to India's oil purchases from Moscow [1] - Imposing tariffs on China could disrupt the recently extended trade truce between the U.S. and China, which has helped reduce previously high tariffs [1] - Despite not reaching a ceasefire agreement with Putin during the Alaska meeting, Trump noted that there was consensus on several issues and urged Ukraine's President Zelensky to negotiate with Putin [1] Industry Response - The Chinese government maintains a consistent stance on its energy cooperation with countries including Russia, asserting that such activities are legitimate and in line with national interests [2] - China's Ministry of Foreign Affairs emphasized that it will continue to take reasonable energy security measures based on its own national interests [2]

Group 1 - The core viewpoint is that President Trump is currently not planning to impose tariffs on Chinese products due to their purchase of Russian oil, as he believes progress has been made in discussions with Putin regarding the Ukraine conflict [1] - Trump had previously threatened tariffs on countries purchasing Russian energy to pressure Putin into peace negotiations with Ukraine, but he has now decided to extend the trade truce with China for another 90 days [1][2] - The trade truce has led to a reduction in tariffs that had surged to high levels in the spring, alleviating the impact on global markets [1] Group 2 - The Chinese government maintains a consistent stance on its energy cooperation with Russia and other countries, asserting that such activities are legitimate and in line with its national interests [3]

Core Viewpoint - The article discusses the recent actions taken by the United States against India for purchasing Russian oil, including the imposition of additional tariffs on Indian goods, and the potential for similar actions against China in the future [1]. Group 1 - The U.S. has announced additional tariffs on Indian goods as a punishment for India's purchase of Russian oil [1]. - There are threats from the U.S. to impose secondary tariffs on Chinese goods due to China's purchases of Russian oil [1]. - President Trump stated that there are currently no plans to impose tariffs on China for buying Russian oil, following his meeting with President Putin [1][2]. Group 2 - Trump mentioned that he may need to reconsider the issue of tariffs on China in two to three weeks, but for now, it is not a priority [2].

Core Viewpoint - The article discusses the recent decision by the United States to impose additional tariffs on Indian goods as a punishment for India's purchase of Russian oil, while also hinting at potential secondary tariffs on Chinese goods due to similar purchases [1] Group 1 - The U.S. has announced extra tariffs on Indian products in response to India's acquisition of Russian oil [1] - President Trump indicated that there are currently no plans to impose tariffs on Chinese goods related to their purchase of Russian oil, following his meeting with President Putin [1] - Trump mentioned that he may reconsider the issue of tariffs on China in two to three weeks, but for now, it is not a priority [1]

Group 1 - The U.S. has announced additional tariffs on Indian goods as a punishment for India's purchase of Russian oil [1] - There are threats from the U.S. to impose secondary tariffs on Chinese goods due to China's purchase of Russian oil [1] - President Trump stated that there are currently no plans to impose tariffs on China for purchasing Russian oil after his meeting with President Putin [3] Group 2 - Trump mentioned that he may reconsider the issue of tariffs on China in two to three weeks, but it is not an immediate concern [3] - The Chinese Foreign Ministry reiterated that China's energy cooperation with countries, including Russia, is legitimate and based on national interests [3]

Group 1 - The article reports that U.S. President Trump announced plans to impose tariffs on steel and chips next week, starting with a lower tax rate [1] - The focus on tariffs indicates a potential shift in trade policy that could impact the steel and semiconductor industries significantly [1] Group 2 - The article references the "China IC Unicorn Alliance," suggesting a growing interest in the semiconductor sector within China [3] - The mention of the article being a reprint indicates a broader discussion on the implications of U.S. tariffs on global supply chains and market dynamics [4]

| | | 【基本面跟踪】 油脂基本面数据 | | | 单 位 | 收盘价 (日盘） | 涨跌幅 | 收盘价 （夜盘） | 涨跌幅 | | --- | --- | --- | --- | --- | --- | --- | | | 棕榈油主力 | 元/吨 | 9,362 | 1.56% | 9,414 | 0.56% | | | 豆油主力 | 元/吨 | 8,488 | 0.38% | 8,516 | 0.33% | | | 菜油主力 | 元/吨 | 9,802 | 2.23% | 10,079 | 2.83% | | 期 货 | 马棕主力 | 林吉特/吨 | 4,400 | 0.36% | 4,425 | 0.52% | | | CBOT豆油主力 | 美分/磅 | 53.07 | 0.13% | | | | | | 单 位 | 昨日成交 | 成交变动 | 昨日持仓 | 持仓变动 | | | 棕榈油主力 | 手 | 443,030 | -124344 | 270,663 | -29,322 | | | 豆油主力 | 手 | 140,203 | -23,809 | 306,250 | -28,769 | | | ...