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印度在WTO提议就汽车关税问题对美国征收报复性关税
news flash· 2025-07-04 12:46
金十数据7月4日讯,周五,印度提议根据世界贸易组织(WTO)规范,对美国以保障措施为名对汽车 行业施加的关税征收报复性关税。应印度要求散发的一份世贸组织通知称:"拟议的暂停减让或其他义 务将提高对原产于美国的特定产品的关税。"印度已通知世贸组织货物贸易理事会,提议暂停世贸组织 某些规定下的减让和其他义务。声明说:"这份通知是针对美国对从印度进口的汽车零部件延长保障措 施而发出的。"今年3月26日,美国采取保障措施,对从印度进口的乘用车、轻型卡车以及部分汽车零部 件从价加征25%的关税。美国没有向世贸组织通报这些措施,但本质上是保障措施。印度坚持认为,美 国采取的措施不符合《1994年贸易及关税总协定》和《保障协定》。 (印度经济时报) 印度在WTO提议就汽车关税问题对美国征收报复性关税 ...
美日贸易谈判陷入“罗生门”!一边说“稳步前进”,另一边却威胁不断
Jin Shi Shu Ju· 2025-07-04 05:39
日本首相石破茂反驳了有关与美国的贸易协议谈判进展甚微的说法,而此时距离24%的全面关税生效的 最后期限已日益临近。 贝森特提到的7月20日参议院选举,将让选民对石破茂的少数派政府的表现做出评判。据民意调查显 示,通胀是选民最关心的问题,但一份被视为给予特朗普过多让步的仓促贸易协议,将不会受到好评。 日本最担心的是美国对其汽车行业征收单独的25%行业性关税,该行业是经济增长的关键驱动力之一, 也是一个重要的就业来源。日本的贸易谈判代表坚称,汽车关税必须是任何协议的一部分,并强调了该 行业对美国投资和就业创造的贡献。 特朗普近日批评日本不购买美国汽车或大米,并威胁要将对等关税提高至35%,这引发了人们的担忧, 即他可能在他的重塑全球贸易的使命中将该国作为目标。但石破茂反驳说,特朗普对日美贸易的某些理 解是基于不准确的信息。 "特朗普总统曾说日本没有美国汽车,而且日本不进口美国大米,但这些说法都是基于误解,"他 说。"日本是美国最大的投资国,并创造了最多的就业机会,所以我希望这些努力也能得到赞赏。" 他在周四晚间的一次电视采访中说,"谈判正在稳步且确定地向前推进。涵盖的领域很广,包括非关税 壁垒,但关于这些要点中每 ...
中央财经委会议部署六大任务,纵深推进全国统一大市场建设
Di Yi Cai Jing· 2025-07-01 13:55
粤开证券首席经济学家罗志恒对第一财经记者表示,构建全国统一大市场能充分发挥中国的比较优势和规模效应,提升经济增长潜力。释放中国经济增长的 潜力,也有利于加快构建新发展格局。新发展格局要求以国内大循环为主体,这就涉及畅通供需循环,构建统一大市场,既有利于需求端的提振,也有利于 从供给端提升供给质量和产业链供应链韧性。 全国统一大市场建设迎来了新部署。 国家发改委会同商务部、市场监管总局于今年4月29日发布《关于开展市场准入壁垒清理整治行动 促进全国统一大市场建设的通知》,明确了重点清理整治 的15类情形。 此次,中央财经委会议指出,纵深推进全国统一大市场建设,基本要求是"五统一、一开放",即统一市场基础制度、统一市场基础设施、统一政府行为尺 度、统一市场监管执法、统一要素资源市场,持续扩大对内对外开放。 据新华社消息,中共中央总书记、国家主席、中央军委主席、中央财经委员会主任习近平7月1日主持召开中央财经委员会第六次会议,研究纵深推进全国统 一大市场建设、海洋经济高质量发展等问题。 习近平在会上发表重要讲话强调,建设全国统一大市场是构建新发展格局、推动高质量发展的需要,要认真落实党中央部署,加强协调配合,形成推 ...
关税大消息!特朗普强硬表态
Sou Hu Cai Jing· 2025-07-01 00:41
Group 1: Market Overview - The three major U.S. stock indices closed higher, with the Dow Jones up 0.63%, S&P 500 up 0.52%, and Nasdaq up 0.47% [3] - The market sentiment was boosted by Canada's cancellation of the digital services tax and the resumption of trade negotiations with the U.S. [3] - Investors are awaiting potential agreements between the U.S. and its trade partners as the 90-day tariff grace period announced by Trump is set to expire next week [3] Group 2: Sector Performance - Large technology stocks showed mixed performance, with Apple rising 2.03% and Nvidia up 0.15%, while Google, Amazon, and Tesla saw declines of 1.29%, 1.75%, and 1.84% respectively [5][6] - The Nasdaq Golden Dragon Index, which tracks Chinese stocks, fell by 0.49%, with notable declines in JD.com, Pinduoduo, and NIO [6][7] Group 3: Oil Market - International oil prices fell, with Brent crude down 16 cents to $67.61 per barrel, attributed to easing geopolitical risks in the Middle East and expectations of increased production from OPEC+ [9] - OPEC+ representatives indicated plans to increase production by 410,000 barrels per day in August, following similar increases in previous months [9] Group 4: Political and Trade Developments - Elon Musk criticized the Republican "Big and Beautiful" bill, claiming it would increase the debt ceiling by a record $5 trillion and suggested the need for a new political party [10] - President Trump indicated that Japan may soon face a 25% tariff on automobiles, emphasizing the unfairness of current trade practices and the significant trade deficit with Japan [12][13]
6月PMI:经济修复方向重于斜率,关注股债双牛兑现
ZHESHANG SECURITIES· 2025-06-30 11:24
证券研究报告 | 宏观专题研究 | 中国宏观 宏观专题研究 报告日期:2025 年 06 月 30 日 6 月 PMI:经济修复方向重于斜率,关注股债双牛兑现 —2025 年 6 月 PMI 数据解读 核心观点 6 月制造业采购经理指数(PMI)为 49.7%,较 5 月上升 0.2 个百分点,说明 经济维持修复态势,但 PMI 的变动幅度并不等同于经济的变动幅度,我们判 断后期经济基本面的不确定性或有所增加,特别是外贸修复的斜率与可持续 性。从结构上看,在构成制造业 PMI 的 5 个分类指数中,生产指数、新订单 指数均高于临界点,说明供需两端均有所改善,但从业人员指数低于临界点 且环比走弱,说明微观主体压力依然存在。 从重点行业看,总体维持活跃状态。6 月装备制造业、高技术制造业和消费品 行业 PMI 分别为 51.4%、50.9%和 50.4%,均连续两个月位于扩张区间。6 月 高耗能行业 PMI 为 47.8%,比上月上升 0.8 个百分点,景气水平有所改善。 大类资产方面,我们认为下半年市场或呈现股债双牛的结构。一方面,预计 中美经贸关系可能在震荡曲折中走向缓和,另一方面"类平准"基金兜底尾部 风险 ...
特朗普称“不需延长最后期限,将给各国指定税率”,“亲爱的日本,你们要付25%汽车关税”
华尔街见闻· 2025-06-30 10:43
特朗普以"亲爱的日本先生"为开头的信函为例,说明美国将如何通知贸易伙伴新的关税安排,并称 美国 将对日本汽车征收25%的关税。 他强调,信件将会很快发出,并表示"我们不需要开会,我们了解情况,我们掌握所有数据"。 此前, 特朗普曾在5月16日和6月11日做出类似承诺,表示将在2-3周内发送单边关税信函,但均未兑 现。 与此同时,本周的美日贸易谈判已陷入停滞 。 日本首席关税谈判代表赤泽良生本周在华盛顿的第七轮 部长级谈判未能取得突破,甚至未能与美国财政部长贝森特会面。 美国转向单边关税策略 特朗普此番表态意味着,美国政府正准备放弃通过谈判解决贸易争端的做法。 特朗普在采访中表示: 7月9日"关税大限"将至,特朗普可能亲手终结谈判窗口? 当地时周日,特朗普在接受媒体采访时表示, 无需延长即将到期的关税期限,将在未来几天内向包括 日本在内的数百个国家发送信函,单方面告知各国对美出口商品的关税税率,而非继续进行贸易谈判。 日本汽车关税成焦点 日美贸易谈判的核心分歧集中在汽车关税问题上。 据媒体报道, 特朗普在采访中特别重申对日贸易长期不平衡的立场,称"他们不买我们的汽车,但我们 却购买数百万辆他们的汽车。这不公平" ...
美对欧贸易谈判有新提议 欧盟:做好两手准备
Xin Hua She· 2025-06-27 07:30
Group 1 - The core focus of the EU summit was the trade negotiations with the US, with EU Commission President Ursula von der Leyen stating that they received a proposal from the US and are currently evaluating it [1][2] - The US government has extended the deadline for trade negotiations with the EU to July 9, with von der Leyen and European leaders discussing the prospects of these negotiations [1][2] - Von der Leyen indicated that the EU is prepared to reach an agreement but is also ready to defend European interests if a satisfactory deal cannot be achieved [2] Group 2 - French President Macron emphasized that while France supports a swift agreement, the goodwill of Europe should not be perceived as weakness [3][5] - Macron warned that the EU must utilize all tools to ensure a fair agreement, stating that US tariffs would inevitably lead to retaliatory measures from Europe [5] - German Chancellor Merz called for a quick and straightforward approach to the EU-US trade agreement, suggesting that rapid actions are preferable to slow and complex negotiations [6][7] Group 3 - Hungarian Prime Minister Orban criticized the EU's negotiating capabilities, suggesting that the leaders lack weight and negotiation strength [8] - Analysts believe that digital services trade could be a focal point in the negotiations, with US tech giants deriving about 30% of their profits from the EU market [9] - The US is pushing for the EU to relax regulations that they claim unfairly target American tech companies, particularly in areas like digital market competition and AI regulation [9]
300+AI实战项目开拔!你准备好上车了吗?
混沌学园· 2025-06-26 12:14
当 AI 浪潮袭来 你需要的不是孤军奋战 还记得在善友大课上,3000位同学现场立下flag的壮观场面吗? 混沌 AI 创新院自四月底启动以来,已经过新手入门和六大业务场景的系统学习练习,即将于 7 月 7 日正式进入实战攻坚阶段。 从下周起, 来自 80+细分行业,近300支战队即将进入实战场,制定自己的落地方案,并通过多人共创和教练的指导,拿到成果! | 所属地区 | 战队名 | 所在行业 | 战队宣言 | | --- | --- | --- | --- | | | AI +有机农业 | રેક નાર | 利用AI技术精确管理为有机农业赋能 | | | 智慧管理AI先锋队 | 商务服务 | 行业背景:企业管理者培训。战队口号:智启管理 伴你卓越 | | | AIP | 云计算/大数据/人工智能 | 用多智能体团队创作IP段视频,服务企业营销 | | | 九度AI消费新范式 | 互联网、新零售 | Ai电商平台,用AI重塑信任重构关系,打造消费新范式 | | | 江南安利潮创联盟 | 互联网、新零售 | Al把安利玩成梗,年轻人创业就该狠! | | | 一步上 | 制造业、其他 | 实战出真知 | | | ...
黄金“平替”涨势压黄金 首饰领域需求大增成铂金“逆袭”功臣
Bei Ke Cai Jing· 2025-06-24 12:27
在世界铂金投资协会亚太区总经理邓伟斌个人看来,铂金正在开启自2008年高点后回落至2024年见底反 转的一个新周期,而这轮牛市或许长达数年,铂金价格后续可能会在未来2至5年间持续上涨,甚至突破 此前的历史新高,但在这一过程中必然存在多次的价格回调。 黄金"平替"涨势力压黄金,供给缺口为主因 "上周国外的现货铂金租赁利率最高已涨到了22%,意味着如果你要将手上的铂金借给他人,那么你可 以收年化22%的利息。但黄金目前的租赁利率甚至低于1%,这就代表目前铂金在国际现货市场是非常 短缺的,外围市场情绪非常向好。"据邓伟斌介绍,铂金历史最高价出现在2008年4月,当时的价格达到 2166美元/盎司。更早的价格高点出现在1980年,自当时以来铂金价格虽大幅波动,但直到2025年1月仍 徘徊在900美元附近,这也已经触及铂金的采矿成本。 邓伟斌告诉贝壳财经记者,供应短缺是导致铂金涨价的根本原因。全球铂金矿产供应的70%来自南非地 区,由于过去数年间铂金价格低迷,当地矿企无力投资新矿或维护现有矿山,目前南非的铂金产量相较 高峰期的2019年已下降了约10%,导致铂金产能短期内难以实现大幅度提升。俄罗斯虽然也是铂金的产 地之 ...
工业生产保持较快增长态势(锐财经)
Ren Min Ri Bao Hai Wai Ban· 2025-06-19 21:11
Core Viewpoint - In May, the industrial production in China showed a robust growth, with the industrial added value of large-scale enterprises increasing by 5.8% year-on-year, supported by the equipment manufacturing sector and stable growth in consumer goods manufacturing [1][2]. Group 1: Industrial Production Data - The industrial added value of large-scale enterprises grew by 5.8% year-on-year in May, with a month-on-month increase of 0.61% after seasonal adjustments [1]. - Manufacturing sector growth was recorded at 6.2%, surpassing the overall industrial growth by 0.4 percentage points [1]. - Among 41 major industries, 35 experienced year-on-year growth, resulting in a growth coverage of 85.4% [1]. Group 2: Equipment Manufacturing Sector - The added value of the equipment manufacturing sector increased by 9.0% year-on-year, contributing 54.3% to the overall industrial growth [2]. - The automotive industry saw a significant increase in added value by 11.6%, with a month-on-month acceleration of 2.4 percentage points [2]. - All eight sub-sectors within equipment manufacturing reported growth, with notable increases in railway, shipbuilding, aerospace, and electrical machinery sectors [2]. Group 3: High-end, Intelligent, and Green Manufacturing - High-tech manufacturing added value rose by 8.6% year-on-year, contributing 1.4 percentage points to overall industrial growth [3]. - Key products in high-end manufacturing, such as aircraft and industrial control systems, saw substantial growth rates of 18.7% and 15.5% respectively [3]. - The digital economy's integration into industrial production is increasing, with digital product manufacturing growing by 9.1% [3]. Group 4: Green Transformation and New Energy Products - The demand for new energy products and green materials is expanding, with the production of new energy vehicles and lithium-ion batteries increasing by 31.7% and 52.5% respectively [4]. - The supply of green products is also on the rise, with high-performance chemical fibers and bio-based chemical fibers seeing production increases of 92.2% and 21.5% [4]. Group 5: Policy Impact and Economic Recovery - The "two new" policy effects are positively influencing industrial production, with significant growth in sectors like motor manufacturing and shipbuilding [5]. - The automotive sector benefited from vehicle replacement subsidies, leading to an 11.3% increase in production [6]. - Overall, the manufacturing purchasing managers' index rose by 0.5 percentage points, indicating improved business expectations [6].