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关税影响高频跟踪(6月12日):关税_脉冲”引起贸易量波动
HTSC· 2025-06-13 07:53
Trade Trends - In May, U.S. imports showed weakness, but a recovery is expected in June, although it may not return to the high levels seen in Q1[2] - After the tariff reduction in mid-May, shipping rates significantly increased, indicating a rise in trade demand[2] - Container data shows a notable decline in U.S. imports from China in May, while imports from countries like Vietnam remained high due to tariff impacts[2] Economic Indicators - The global manufacturing PMI export orders rose by 0.7 to 48 in May, with notable improvements in developed and emerging markets excluding China[4] - U.S. consumer spending on services and goods has weakened, with hotel occupancy rates slightly below seasonal norms and retail indices showing a slowdown[4] - Investment expectations among U.S. businesses showed a low recovery in May, while production indicators weakened[5] Inflation and Financial Conditions - Inflation expectations remain stable, with retail prices rising slightly since mid-May, reflecting ongoing tariff impacts[5] - Financial conditions in the U.S. have continued to improve since mid-May, as indicated by Goldman Sachs and Bloomberg financial condition indices[6] Risks and Observations - The potential for renewed volatility in U.S. tariff policies poses a risk, alongside the possibility of weaker-than-expected employment data[7]
从投资、外贸、消费、运输等多领域重磅数据 “数”读经济加力发展强劲动力
Yang Shi Wang· 2025-06-13 03:01
Group 1: Transportation Infrastructure Investment - In 2024, China is expected to complete transportation fixed asset investment of 3.8 trillion yuan, maintaining a high level [1] - The national comprehensive transportation network's main skeleton route mileage exceeds 260,000 kilometers, with a completion rate of approximately 90% [1] - In 2024, new high-speed rail lines of 2,457 kilometers and an increase of 7,032 kilometers in expressway mileage are projected [1] Group 2: Cross-Border E-Commerce - Since the opening of the Hong Kong-Zhuhai-Macao Bridge Zhuhai Port in October 2018, cross-border e-commerce exports through the customs management platform have exceeded 200 billion yuan [5] - The average customs inspection time for packages at the cross-border e-commerce export inspection platform is completed in 6 seconds [8] - Packages exported through the bridge reach over 130 countries and regions globally [8] Group 3: Asian Infrastructure Investment Bank (AIIB) - As of June 11, the AIIB has approved 318 projects with a total financing amount exceeding 60 billion USD, mobilizing over 200 billion USD for infrastructure construction [8] - The AIIB, initiated by China and established with 57 countries, has been operational for nearly 10 years since its founding on December 25, 2015 [8] Group 4: China-Africa Economic and Trade Expo - The 4th China-Africa Economic and Trade Expo is being held from June 12 to June 15 in Changsha, Hunan, with over 53 African countries and 11 international organizations participating [11][13] - The expo features over 800 African products, with a total exhibition area of 100,000 square meters [15] - Special exhibition areas include the China-Africa Cooperation Brand Exhibition and the Africa Good Products Exhibition [15] Group 5: Domestic Trade Credit Insurance - A domestic trade credit insurance consortium has been established, consisting of multiple insurance companies, to enhance domestic trade insurance capacity [16] - The initial insurance coverage provided is 10 billion yuan to support enterprises in expanding domestic demand [16] Group 6: Visa Policy Expansion - As of June 12, the 240-hour visa-free transit policy has been expanded to include citizens of Indonesia, bringing the total number of applicable countries to 55 [17] Group 7: China-Europe Railway Express - The 110,000th China-Europe Railway Express train departed from the Erenhot railway port heading to Moscow [20] - The railway express service currently reaches 229 cities across 26 European countries [20]
威海|威海:推进开放合作 提升国际化水平
Da Zhong Ri Bao· 2025-06-13 01:09
Group 1 - The Fourth Weihai International Week features over 20 international activities aimed at enhancing the city's global investment appeal and international reputation [2][3] - Since its inception in 2022, Weihai International Week has organized nearly 100 international activities, attracting over 2000 international guests and facilitating around 300 cooperation intentions [2][3] - This year's event includes high-profile activities such as the International Nuclear Engineering Conference and various technology innovation cooperation forums, highlighting Weihai's commitment to international collaboration [3][4] Group 2 - Weihai has made significant progress in establishing a Sino-Korean Free Trade Zone, with over 995 Korean-funded enterprises, accounting for 54.1% of the city's foreign enterprises [4] - The city's trade with Korea has seen a 67.8% increase over the past decade, with Weihai's port expected to rank third in the nation for imports and exports with Korea in 2024 [4] - Cultural exchanges have been fostered through partnerships with seven Korean cities and the ongoing organization of the Sino-Korean Innovation Competition [4]
特朗普称“一两周内对多国设单边关税税率”,法媒:美最新贸易威胁致美元暴跌
Huan Qiu Shi Bao· 2025-06-12 22:28
特朗普最初曾表示将与所有合作伙伴进行谈判,但后来放弃了这一想法,转而优先考虑与一些关键经济 伙伴对话,美国政府承认缺乏同时协商数十项单独协议的能力。目前,美国仅与英国达成贸易框架。美 方还在努力与印度、日本、韩国及欧盟达成双边协议。 "美国将再现'TACO(胆怯交易)时刻'?"印度《铸币报》称,目前尚不清楚特朗普是否会兑现其承 诺,他此前经常设定"两周的行动期限",但之后要么推迟,要么不了了之。特朗普5月16日曾表示,他 将在"未来两三周内"对美国贸易伙伴设定关税税率。 据报道,"TACO"由英国《金融时报》专栏作家阿姆斯特朗首次提出,为"特朗普总是胆怯"英文单词的 缩写。后来被华尔街交易员广泛使用,他们发现每当特朗普宣布征收关税时,市场就会出现大规模抛 售,而当关税被削减或取消时又会出现复苏。5月底一名记者曾向特朗普提问如何看待华尔街将他的关 税政策称为"TACO",即他频繁宣布征收关税,随后又削减甚至豁免关税的做法。特朗普坚称自己没有 在贸易问题上退缩,一切只是谈判手段,并回应称:"对我来说,这是最恶心的问题。"(李致) 【环球时报综合报道】据美国"商业内幕"网站12日报道,美国总统特朗普11日称,他计划 ...
更好发挥在全国一盘棋中的辐射带动作用 深圳综合改革试点再升级(权威发布)
Ren Min Ri Bao· 2025-06-12 21:50
《关于深入推进深圳综合改革试点深化改革创新扩大开放的意见》近日对外公布。6月12日,国务院新 闻办举行新闻发布会,邀请有关方面负责人介绍相关情况。 2020年10月,中办、国办发布《深圳建设中国特色社会主义先行示范区综合改革试点实施方案(2020— 2025年)》。"试点方案实施近5年来,各项改革任务扎实有序推进,形成了一批在全国可复制可推广的 制度性成果和典型经验。"国家发展改革委副主任李春临表示,意见是试点方案的升级版,将进一步巩 固和拓展试点的成果,支持深圳在破除各方面体制机制弊端、加快构建高水平社会主义市场经济体制上 加大力度,更好发挥深圳在全国一盘棋中的辐射带动作用。 李春临介绍,意见包括4方面重要举措:一是统筹推进教育科技人才体制机制一体改革,加强产学研高 效协同、深度融合;二是推进金融、技术、数据等赋能实体经济高质量发展,健全金融服务实体经济的 激励约束机制,创新支持新兴产业发展的体制机制,深化数据要素市场化配置改革;三是建设更高水平 开放型经济新体制,推动货物贸易优化升级,创新提升服务贸易,完善便利人员流动的配套机制;四是 健全科学化、精细化、法治化的治理模式,提升民生保障服务水平,健全土地等 ...
全力支持深圳深入推进综合改革试点 坚定不移深化改革开放
Zheng Quan Ri Bao· 2025-06-12 16:30
四方面着力建设 本报记者 孟珂 6月12日,国务院新闻办公室举行新闻发布会,国家发展改革委副主任李春临,广东省委常委、常务副省长张虎,深圳市 委副书记、市长覃伟中,科技部副秘书长苗鸿介绍《关于深入推进深圳综合改革试点深化改革创新扩大开放的意见》(以下简 称《意见》)有关情况。 李春临表示,中共中央办公厅、国务院办公厅公开发布《意见》是支持深圳建设中国特色社会主义先行示范区的重大举 措,是2020年印发的深圳综合改革试点实施方案的升级版,也是我国坚定不移深化改革开放的重要宣示。 "深圳—香港—广州"科技集群 创新指数连续5年居全球第二 近年来,深圳市充分发挥强大的科技创新能力和完善产业体系相结合的显著优势,加快打造具有全球重要影响力的产业科 技创新中心。2024年专利授权量达到24.19万件,连续7年居全国首位。高新技术企业2.5万家,专精特新"小巨人"企业1025 家,"深圳—香港—广州"科技集群的创新指数连续5年居全球第二。 张虎表示,深圳有基础、有条件、有能力在构建全面创新体制机制方面走在前、作表率。《意见》的出台恰逢其时,为深 圳全面深化科技体制改革注入了强大动力。 李春临表示,《意见》亮点突出在三方面 ...
第一次!贝森特称“7月9日关税大限”可延期,还点名了“欧洲”,民主党议员直言“TACO的味道”
Hua Er Jie Jian Wen· 2025-06-12 00:33
当地时间周三,在众议院筹款委员会的听证会上,美国财政部长贝森特在回应民主党议员质询时明确表 示:"对于那些善意谈判的国家——或如欧盟这样的贸易集团——我们极有可能延长期限以继续善意谈 判。但如果有人不谈判,那我们就不会延期。" 这是特朗普政府首次公开承认其关税时间表存在灵活性,距离7月8日大限仅剩四周时间,目前白宫仅与 英国达成了一项初步协议。 特朗普本人周三也表示愿意延长7月8日期限,但认为这"不太必要"。他透露正与约15个国家进行贸易 谈判,包括韩国、日本和欧盟,并将在一到两周内向其他数十个国家发出概述贸易协议条款的信函。 另据报道,欧盟方面同样预期谈判将延续至7月9日期限之后。欧盟内部人士透露,最好情况下是在截止 日期前就协议原则达成一致,然后继续谈判具体细节。 "TACO"交易再次点燃? 在全球贸易战阴云笼罩两个月多后,美国终于释放出第一个实质性让步信号。 贝森特的表态标志着特朗普政府在其关税政策上的首次公开让步,也让华尔街那些押注"TACO交 易"(特朗普总是退缩)的投资者再次看到希望。 这一策略源于4月初的市场动荡:特朗普4月2日宣布的关税规模之大、范围之广超出预期,导致全球金 融市场接近恐慌。 ...
青岛即墨:高效办证获锦旗 外资服务“加速度”
Sou Hu Cai Jing· 2025-06-11 11:10
原来,前期印度投资者在多方考察后,决定在青岛即墨国际商贸城投资成立帕比特拉国际贸易(青岛) 有限公司,主要从事货物进出口,农产品零售,水产品零售等商贸业务。因投资方想尽早注册公司开展 经营活动,却因对办理手续一无所知而干着急。无奈之下,公司委托人走进市场监督管理局的外资登记 窗口寻求帮助。 提交申请、审核打印、公章派单,不到半个小时,企业拿到了营业执照,90分钟后领取免费公章……近 日,在青岛市即墨区市场监督管理局的外资登记窗口处,迎来了一位印度投资者送来的感谢锦旗,上面 写着"Thank you all for opening the door to the Chinese market for our company"(感谢你们为我们公司打开 了中国市场的门)等字样,这是对窗口服务人员宫莎莎的衷心感谢,更是对即墨区市场监管部门提供高效 服务的认可。 营业执照如此快速顺利取得,让印度投资方很是意外,对即墨的营商环境竖起了大拇指。"咱公司的相 关信息我同步推送给了税务局、商务局等其他七个部门,实现了信息共享,后续只需到银行办理开户业 一个人就带着"一张嘴"来办理公司营业执照,这对外资登记窗口工作多年的宫莎莎来 ...
自俄乌冲突爆发以来,德国从俄罗斯的进口暴跌了95%
news flash· 2025-06-11 07:07
Core Insights - Since the outbreak of the Russia-Ukraine conflict, Germany's imports from Russia have plummeted by 95% from 2021 to 2024 [1] - The European Union's overall imports from Russia have decreased by 78%, while exports have dropped by 65% during the same period [1] - In 2024, the trade deficit with Russia is projected to be 4.5 billion euros, significantly lower than the 147.5 billion euros recorded in 2022 [1] Trade Dynamics - The primary reason for the continued higher imports over exports in 2024 is the EU's ongoing importation of oil and natural gas from Russia [1] - Despite the lack of tariffs imposed by the Trump administration, trade between Russia and both the US and EU has sharply declined due to sanctions related to the conflict [1] - Russia's economic performance has been better than expected over the past three years, despite facing challenges from falling oil prices and reduced fiscal revenues [1]
破解新型离岸国际贸易审核痛点 这一核验应用场景在沪上线
Core Viewpoint - The pilot program for the "Cross-Border Financial Services Platform New Offshore International Trade Business Background Verification Application Scenario" was launched in Shanghai, involving 21 domestic and foreign banks, aiming to enhance the verification of trade information through deep data integration [1][2]. Group 1: Pilot Program Implementation - The pilot program allows banks to conduct business operations entirely online, significantly reducing the verification process from 1-2 working days to under 30 minutes, thus facilitating faster cross-border settlements for enterprises [2]. - The "Offshore Pass" integrates various data sources, including customs, shipping, and logistics data, to provide comprehensive support for verifying the authenticity of offshore international trade [1][2]. Group 2: Industry Impact - Since the initiation of the "New International Trade Settlement Center Pilot" in 2010, the offshore international trade in Shanghai's free trade zone has developed steadily, with around 350 companies, including Yihai Kerry and Sony Electronics, engaged in such activities [3]. - The new offshore international trade settlement scale in the free trade zone is expected to grow by approximately 61% year-on-year in 2024, accounting for over 60% of Shanghai's total [3].