加拿大工会敦促国家抵御特朗普不断升级的关税威胁 金十数据6月4日讯，加拿大最大的公共部门工会呼吁联邦政府抵制特朗普总统对加拿大钢铝加征关税， 并引入投资保护措施。全国统一工会主席拉娜·佩恩说，"这些关税正在扼杀我们的钢铁、铝和汽车行业 的投资，我们已经看到了失业和经济不稳定的后果。"该工会希望对美国钢铝征收与50%的关税相匹配 的报复性关税，并希望采取新的边境措施，防止外国钢铁和铝在加拿大倾销。此外，该机构还希望暂时 停止向美国出口战略金属，并建立储备。 ...

智通财经6月4日电，墨西哥将在下周宣布应对美国钢铁和铝关税上调的措施。 ...

新华社纽约6月3日电（记者刘亚南）美国白宫3日发布公告，以应对所谓"国家安全威胁"和提高国内钢 铝产业竞争力为由，宣布从4日起将进口自除英国外所有贸易伙伴的钢铝产品关税从目前的25%上调至 50%。 鉴于5月上旬美英达成一项新的贸易协议，美国此次决定英国出口美国的钢铝产品将继续适用25%的税 率。 美国总统特朗普5月30日表示，将自6月4日起把美国进口钢铁和铝的关税从目前的25%上调至50%。 欧盟委员会发言人奥洛夫·吉尔2日重申，欧盟对美方决定深表遗憾。这一决定为全球经济增加了更多不 确定性，提高了大西洋两岸消费者和企业的成本，也破坏了欧盟与美国达成谈判解决方案的努力。 德国工商总会外贸主管福尔克·特赖尔表示，美方这一决定是"对跨大西洋贸易关系的严重打击"。 美国彼得森国际经济研究所高级研究员加里·赫夫鲍尔2日撰文说，特朗普第一任期对进口钢铁征收25% 关税，这些关税"每创造一个钢铁行业就业岗位，就导致下游行业年成本增加65万美元"。 2018年3月，时任美国总统特朗普以威胁美国国家安全为由，对多个国家和地区的钢铁和铝产品加征进 口关税，其中钢铁关税税率为25%，铝产品关税税率为10%。此后迫于国内产业遭冲 ...

Group 1 - The EU Trade Commissioner Maros Sefcovic stated that despite the new tariffs imposed by the US on steel and aluminum products, trade negotiations between the EU and the US are progressing in the "right direction" [1] - The US government raised tariffs on steel and aluminum products from 25% to 50%, citing national security as the reason, which has intensified trade barriers [1] - The EU has approved tariffs on €21 billion worth of US goods as a countermeasure to Trump's metal tariffs, targeting politically sensitive agricultural products and other items [2] Group 2 - The EU is preparing to impose additional tariffs on €95 billion worth of US goods in response to Trump's "reciprocal" tariffs and automotive tariffs, which will include products like Boeing aircraft and American-made cars [2] - The OECD warned that the trade tensions initiated by Trump have significantly worsened the global economic outlook, particularly affecting the US [3]

欧美关税谈判，传出新消息！ 当地时间周三，欧洲股市集体拉升，德国DAX指数盘中一度涨超1%，创出历史新高。法国CAC40指数、瑞典 OMX全指、OMX哥本哈根20指数盘中涨幅也超过1%。截至记者发稿时，上述股指涨幅有所回落。 当天，欧美关税谈判传出一则利好消息。欧盟贸易专员塞夫科维奇表示，他当天与美国贸易代表格里尔进行了 建设性会谈，双方正在朝着正确的方向稳步推进。 另外，当地时间4日晚，德国联邦总理默茨将启程前往美国，展开上任以来首次对华盛顿的正式访问。据报 道，按照计划，默茨将于5日在白宫与美国总统特朗普举行闭门会谈，双方将重点讨论贸易摩擦等问题。 欧盟官员：欧美关税谈判稳步推进 据央视新闻消息，当地时间4日，欧盟贸易专员塞夫科维奇表示，当天与美国贸易代表格里尔进行了建设性会 谈。 关于特朗普政府关税谈判问题，塞夫科维奇称，双方正在朝着正确的方向稳步推进。 上述消息发布后，欧洲股市盘中拉升，德国DAX指数、法国CAC40指数、瑞典OMX全指、OMX哥本哈根20 指数盘中涨幅均超过1%，欧洲斯托克50指数一度涨0.90%。其中，德国DAX指数最高触及24346点，刷新了5 月28日创下的历史最高纪录。今年迄 ...

Core Viewpoint - The Trump administration has announced an increase in tariffs on steel and aluminum imports from 25% to 50%, effective June 4, 2025, citing national security as the primary reason for this adjustment [1][3]. Group 1: Tariff Adjustments - The increase in tariffs aims to provide greater support to the steel and aluminum industries and reduce the threat these imports pose to national security [3]. - An exception is made for imports from the UK, which will maintain the 25% tariff, allowing for negotiations on new tariffs or quotas before the July 9 deadline [3][4]. Group 2: Ongoing Investigations - Multiple Section 232 investigations are still ongoing, and the outcomes could lead to similar tariff adjustments for other industries, making them a point of concern for foreign trade enterprises [1][5]. - Industries currently under Section 232 investigations include semiconductors, pharmaceuticals, wood, copper, heavy trucks, and critical minerals [5]. Group 3: Economic Implications - The imposition of tariffs is expected to increase production costs for U.S. manufacturers reliant on imported intermediate goods, potentially harming their competitiveness in international markets [6]. - The OECD has revised its economic growth forecast for the U.S. down from 2.2% to 1.6% due to the impact of Trump's tariff policies [6].

双方将重点就以下议题交换意见：推动乌克兰局势缓和与和平进程、北约在当前国际安全形势下的应对 方式以及美欧之间持续存在的贸易摩擦问题，特别是美国近期提出的提高钢铁与铝产品关税事宜。6月4 日，美国进口钢铝关税从25%提高至50%的政策正式生效。 据了解，这是默茨自5月6日就任德国总理以来首次与特朗普面对面会晤。 两人曾在数年前于纽约有过一次短暂接触。为筹备本次访问，德国外交部长约翰.瓦德富尔已于上周提 前抵达华盛顿，与美国国务卿马尔科.鲁比奥进行会谈。 消息面上，当地时间4日，欧盟贸易专员塞夫科维奇表示，当天与美国贸易代表格里尔进行了建设性会 谈。 关于特朗普政府关税谈判问题，塞夫科维奇称，双方正在朝着正确的方向稳步推进。 当地时间6月2日，欧盟委员会新闻发言人表示，欧盟对美国宣布将钢铁和铝关税从25%提高至50%深表 遗憾，这一决定进一步加剧了大西洋两岸的经济不确定性。发言人称谈判仍在继续——双方已同意加快 谈判进程。 此外，还有一则消息值得注意，德国联邦总理弗里德里希.默茨将启程前往美国，展开上任以来首次对 华盛顿的正式访问。按照计划，他将于5日在白宫与美国总统唐纳德.特朗普举行闭门会谈，并出席相关 活动。 ...

一、特朗普关税政策正式落地，全球贸易体系迎"黑色星期三" 北京时间6月4日凌晨，特朗普政府正式将进口钢铁和铝关税从25%提升至50%，并通过白宫发言人证实，已向主要贸易伙伴发出最后通牒，要求在24小时内 提交"贸易谈判最佳方案"。这一政策追溯至5月30日宣布，原计划6月1日生效，因联邦上诉法院短暂叫停而推迟。美国商务部数据显示，2024年美国钢铁进 口额约1200亿美元，关税翻倍后预计每年增加财政收入约600亿美元，但将导致制造业成本飙升，汽车、建筑等行业面临供应链断裂风险。 注：市场受关税政策与美联储政策预期双重驱动，此文并不构成投资建议。 二、黄金市场剧烈震荡，避险买盘与美元反弹多空博弈 关税政策落地引发全球金融市场巨震，现货黄金在亚市早盘上演"过山车"行情：开盘高至3361美元/盎司，随后因美元指数反弹承压下探3346.47美元，后又 突拉升到今日高点3372.55美元。伦敦金银市场协会（LBMA）数据显示，关税生效后1小时内，黄金避险买盘量同比激增200%，但美元指数反弹0.75%至 99.15，部分抵消了上涨动能。 | C 现货黄金 XAUUSD | | | | | --- | --- | --- ...

Group 1: Precious Metals - Gold prices surged by 2.8%, reaching a three-week high, marking the largest single-day increase in four weeks, driven by a weaker dollar and geopolitical risks [1] - Silver experienced a significant rise of over 5%, surpassing $34 per ounce, achieving its largest single-day gain since October of the previous year [1] - Year-to-date, gold has increased by over 25%, maintaining its appeal as a hedge against inflation and economic uncertainty, despite a decline in attractiveness since reaching a record high of over $3,500 per ounce in April [3] Group 2: Silver Market Dynamics - Silver's performance has lagged behind gold due to its weaker safe-haven properties, with prices more influenced by industrial demand [6] - Analysts predict silver prices could reach $40 per ounce by year-end, indicating a potential upside of about 20% from current levels, contingent on economic recovery and industrial demand [6] - Short-term silver price movements may follow gold, especially if geopolitical tensions escalate, but significant gains are limited without a recovery in industrial demand or supply constraints [6] Group 3: Base Metals and Tariffs - Following President Trump's announcement to double tariffs on aluminum and steel, futures prices for these metals surged, with aluminum prices rising by 54% to the highest level since 2013 [7] - Steel futures also saw an increase of over 8%, indicating potential cost pressures on U.S. manufacturing due to higher tariffs [7] - Trump's tariff policy aims to boost domestic steel and aluminum producers, leading to a rise in stock prices for these companies, while construction firms warn of increased costs for essential materials [9] Group 4: Copper Market Reaction - Copper prices have also risen significantly as traders speculate on potential high tariffs, reaching near two-month highs [9] - The market is closely monitoring the implementation of Trump's tariff policies, with skepticism about their long-term sustainability [9]

Group 1 - The recent investment promotion conference in Guangyuan resulted in the signing of 31 projects related to aluminum-based new materials, with a total investment exceeding 21 billion yuan [1] - Guangyuan is recognized as a demonstration zone for high-performance industrial aluminum materials and is the only base city for aluminum-based new materials in Sichuan Province [1][2] - The aluminum industry in Guangyuan achieved an output value of 41.9 billion yuan in the previous year, reflecting a year-on-year growth of 30% [1] Group 2 - The establishment of a 500,000-ton green recycled aluminum project by Sichuan Guangmei New Materials Technology Co., Ltd. in Jian'ge will provide sufficient aluminum raw material support for the local industry [2] - Guangyuan has signed 38 new aluminum industry projects this year, with ongoing projects including a 100,000-ton green recycled aluminum production facility [2] - The newly signed projects aim to enhance the entire aluminum industry chain in Guangyuan, including a 400,000-ton anode carbon production project to support local electrolytic aluminum enterprises [2] Group 3 - Guangyuan is focusing on high-end, intelligent, and green development in the aluminum industry, with new products such as ultra-thin aluminum foil for food packaging and batteries [3] - The city aims to achieve an annual output value of over 50 billion yuan in the aluminum industry this year, with several high-tech and specialized enterprises already established [3][4] - Future plans include enhancing financial services, policy support, and the business environment to help companies reduce costs and increase production efficiency [4]