对华关税

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为关税铺路?美国商务部调查无人机、多晶硅,专家:对美自身影响也较大
Huan Qiu Shi Bao· 2025-07-15 22:54
Group 1 - The U.S. Department of Commerce has initiated two investigations related to drone systems and their components, as well as a national security investigation into polysilicon and its derivatives used in solar panels and semiconductors, potentially paving the way for higher tariffs on these imports [1][2] - The investigations were launched under Section 232 of the Trade Expansion Act, with results expected within 270 days, and public comments due by August 6 [1] - The investigations may lead to additional tariffs if deemed necessary for national security, following previous actions against imports of steel and aluminum [1][3] Group 2 - The U.S. aims to localize its drone supply chain to a "national security" level, but this may disrupt the global drone supply chain and could lead to inefficiencies in producing high-quality drones domestically [2] - China dominates the market for commercial drones, producing 70% to 80% of the global supply, and holds an 80% market share in polysilicon production [2] - U.S. efforts to impose targeted tariffs and restrictions on Chinese imports reflect a strategic shift in trade policy, focusing on specific sectors rather than broad technology restrictions [3]
中美经贸高层会谈将继续进行
券商中国· 2025-05-11 04:59
Group 1 - The article highlights significant recent developments in Pakistan and a major announcement from Putin, indicating potential geopolitical shifts [2] - It mentions a collective surge in Wall Street, suggesting positive market signals driven by two major favorable factors [2] - The article notes that six states in the U.S. have suddenly taken action, with implications for tariffs related to China, indicating a potential shift in trade policy [2]
中国驻印度大使馆紧急发文
券商中国· 2025-05-09 13:20
来源:中国驻印度大使馆 责编: 刘珺宇 中国驻印度大使馆9日发文提醒在印度中国公民加强安全防范。 近期,印巴两国紧张局势持续升级。中国驻印度使馆提醒中国公民密切关注局势,谨慎来印,在印人员加强安 全防范,强化各项安保措施。如遇紧急情况,请及时联系中国驻印使领馆寻求协助。 印度紧急求助电话:匪警:100、急救:102 外交部全球领事保护与服务应急热线(24小时):+86-10-12308/+86-10-65612308 驻印度使馆领保电话:+91-11-26112343 驻加尔各答总领馆领保电话:+91-9163390711 驻孟买总领馆领保电话:+91-9769581336 集体大涨!两大利好,重磅来袭! 美国六大州,突然出手!贝森特发声,涉及对华关税 违法和不良信息举报电话:0755-83514034 邮箱:bwb@stcn.com 校对:高源 百万用户都在看 再现涨停潮!印巴冲突,传来爆炸声! 央行官宣!下周四,降准! 重磅利好!央行,"十箭"齐发! ...
历史新高!吴艳妮世界排名升至第23位
券商中国· 2025-05-08 05:03
Core Viewpoint - Chinese hurdler Wu Yanni has achieved a career-high ranking of 23rd in the women's 100m hurdles, marking a record for Chinese athletes in this event [1] Group 1: Achievements and Rankings - Wu Yanni's recent performance in the Diamond League, with times of 13.00 and 12.96 seconds, has further improved her world ranking [1] - This ranking places Wu Yanni alongside Japanese athlete Tanaka Yumi, sharing the title of Asia's top female hurdler [1] - Wu Yanni's journey includes winning a bronze medal at the 2017 National Games and a silver medal at the 2021 National Games, where she also set the season's best Asian time of 12.87 seconds [4] Group 2: Background and Development - Born in 1997 in Sichuan, Wu Yanni began learning dance at the age of four and switched to athletics at twelve [1] - Her significant achievements include winning the National Youth Games in 2015 and the National Athletics Championships in 2023 with a time of 12.93 seconds [4] - Wu Yanni's performance at the Chengdu Universiade in 2023, where she set a personal best of 12.76 seconds, secured her qualification for the Paris Olympics [4]
新任美国驻华大使宣誓就职
券商中国· 2025-05-08 02:52
Group 1 - David Perdue was confirmed as the U.S. Ambassador to China by the Senate with a vote of 67 in favor and 29 against [2] - Perdue has a long career in management and international trade, having served as CEO of Dollar General and Reebok, and held executive positions at Sara Lee [1] - His nomination was announced by President Trump, who emphasized Perdue's role in maintaining peace in the region and fostering productive relations with China [2]
东京地铁发生持刀袭击
券商中国· 2025-05-07 13:26
责编: 刘珺宇 校对:冉燕青 百万用户都在看 重磅利好!央行,"十箭"齐发! 央行官宣!下周四,降准! 集体大涨!两大利好,重磅来袭! 吴清,最新发声! 美国、以色列,发动大规模空袭!伊朗传出大消息 美国六大州,突然出手!贝森特发声,涉及对华关税 违法和不良信息举报电话:0755-83514034 邮箱:bwb@stcn.com 据日本广播协会(NHK)报道,当地时间7日19时许,日本东京地铁南北线的东大前站发生持刀袭击事件。 据报道,袭击事件发生在车站站台,一名男子持刀在站台挥向路人,一名女子头部和颈部多处被刺伤,随后被 紧急送医。 东京警视厅通报称,嫌疑人已被逮捕,警方正在对其身份以及作案动机进行调查。 来源:中国新闻网 ...
重磅预告!央行、金融监管总局、证监会,明天上午9时!
券商中国· 2025-05-06 10:32
国务院新闻办公室5月6日消息,国务院新闻办公室将于5月7日上午9时举行新闻发布会,中国人民银行、国家 金融监督管理总局、中国证券监督管理委员会负责人介绍"一揽子金融政策支持稳市场稳预期"有关情况,并答 记者问。 假期利好!中国资产大涨,人民币暴拉!事关中美,商务部最新表态!美联储重磅来袭!影响一周市 场的十大消息 暴涨1400%!中东,突发! 巴菲特,重磅发声!谈关税、AI、投资、现金储备…… 见证历史!港元,突发! 违法和不良信息举报电话:0755-83514034 邮箱:bwb@stcn.com 来源:国新办 责编: 王璐璐 校对: 彭其华 百万用户都在看 刚刚!美国六大州,突然出手!贝森特发声,涉及对华关税 ...
海外政策|特朗普关税是否存在预期差?
中信证券研究· 2025-03-25 00:14
文 | 杨帆 遥远 危思安 我们认为4月或将是特朗普关税政策落地最为密集的时间点,4月初《美国优先贸易政策备忘录》 调查结果与"对等关税"的出台将是关键节点。基于新总统"蜜月期"和中期选举准备期的历史规律 我们认为特朗普计划中的理想政策路径应是短期内让负面政策快速落地,保持较高容忍度,随后冲 击逐步收敛,并推出减税等正面政策,确保经济在二季度逐步回暖,年底前回归强势。我们认 为,"对等关税"与对华关税应当区分看待:"对等关税"存在一定预期差,落地节奏或较此前宣传缓 和,其本质目标在于通过施压谈判推动贸易伙伴降低对美关税,而非实质性对全球普征关税。而在 对华关税方面,特朗普今年已经对华加征的2 0%关税本质上更多是美国内政的延伸,4月1日贸易 备忘录调查结果或意味着特朗普对华经贸谈判策略成型。近期中美初步接触已经增多,4月之后双 方或实质性开启谈判;若产业政策等所谓"结构性改革"成为新一轮对华关税的交换条件,客观来看 协调难度可能大于特朗普的上一任期。但是,对此市场已有充分预期,政策已有充分准备,本次全 国"两会"各项部署料将加速落地。 ▍ 4月或将是特朗普关税政策落地最为密集的时间点,基于新总统"蜜月期"和中 ...