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]

Global Trade and Tariff Policy - The US has raised tariffs on imported steel and aluminum from 25% to 50%, causing concerns over global supply chain disruptions. The EU has threatened to implement countermeasures by July 14 if no agreement is reached, escalating trade tensions between the US and EU [3] - The Midwest aluminum premium surged by 54%, and steel futures rose over 8%, increasing cost pressures on downstream industries such as automotive and appliances [3] - Brazil and India have indicated they will take reciprocal measures or resort to the WTO if negotiations fail [3] US-China Trade Negotiations - The Trump administration has requested countries to submit their best trade proposals by June 4, or face the reinstatement of tariffs. China has responded by stating it will maintain communication based on the consensus from Geneva talks, with a potential extension of short-term tariff exemptions until the end of August [4] Federal Reserve and Interest Rate Policy - Federal Reserve officials have expressed caution regarding rapid interest rate cuts, emphasizing the need for more evidence of declining inflation. Current rates are seen as providing a solid foundation for economic conditions [5] - US factory orders fell by 3.7% month-on-month in April, marking the largest decline since January 2024, while job vacancies increased to 7.39 million, indicating a mixed picture of labor market resilience and cooling [6] - The market anticipates a 98% probability that the Federal Reserve will maintain interest rates in June, with the first rate cut potentially delayed until after July [7] Commodity Market - Oil prices have risen to a two-week high, with Brent crude increasing by 1.5% to $65.63 per barrel and US crude rising by 1.4% to $63.41 per barrel, influenced by ongoing Russia-Ukraine conflict and deadlock in the US-Iran nuclear deal [7] - Gold prices have faced downward pressure due to a strengthening dollar, with spot gold dropping nearly 1% to $3352.30 per ounce, while platinum and palladium prices rose by 0.9% and 2.1% respectively due to industrial demand [8] Stock Market Performance - US tech stocks led the market, with Nvidia rising nearly 3% to reclaim the title of the world's most valuable company, and Broadcom delivering record switch chip deliveries, contributing to the Nasdaq's first year-to-date gain [9] - In China, the Shanghai Composite Index rose by 0.43%, with the Shenzhen and ChiNext indices increasing by 0.16% and 0.48% respectively, supported by active trading in sectors such as innovative pharmaceuticals and robotics [10] Policy and Industry Highlights - A joint initiative by five departments has launched a campaign to promote the adoption of 124 models of new energy vehicles in rural areas, aiming to enhance charging infrastructure and vehicle-network interaction technology [11] - A collaboration between Yaoshi Bang and Yujian Technology is set to advance the development of pharmaceutical collaborative robots, with the medical robot market projected to exceed $373 million by 2028 [12]

特朗普将钢铝关税提高至50%的命令生效。 ...

金十提示：特朗普钢铝关税升至50%的行政令生效。 ...

智通财经6月4日电，特朗普将钢铝关税提高至50%的命令生效。 ...

新能源及有色金属日报 | 2025-06-04 氧化铝基差收敛 重要数据 铝现货方面：SMM数据，昨日长江A00铝价录得20120元/吨，较上一交易日下跌170元/吨，长江A00铝现货升贴 水较上一交易日下跌10元/吨至100元/吨；中原A00铝价录得20070元/吨，中原A00铝现货升贴水较上一交易日 上涨10元/吨至60元/吨；佛山A00铝价录19970元/吨，佛山A00铝现货升贴水较上一交易日下跌5元/吨至-40元/ 吨。 铝期货方面：2025-06-03日沪铝主力合约开于20115元/吨，收于19860元/吨，较上一交易日收盘价下跌225元/ 吨，跌幅-1.12%，最高价达20200元/吨，最低价达到19845元/吨。全天交易日成交183523手，较上一交易日增 加12432手，全天交易日持仓191144手，较上一交易日减少4520手。 库存方面，截止2025-06-03，SMM统计国内电解铝锭社会库存51.9万吨。截止2025-06-03，LME铝库存367875 吨，较前一交易日减少2400吨。 氧化铝现货价格：2025-06-03 SMM氧化铝山西价格录得3290元/吨，山东价格录得3260元/ ...

晨报 铝锭 成材：重心下移 偏弱运行 铝锭：铝价区间调整 关注库消走势 投资咨询业务资格： 负责人：赵 毅 从业资格号：F3059924 投资咨询号：Z0002978 电话：010-62688526 2025 年 6 月 4 日 逻辑：云贵区域短流程建筑钢材生产企业春节期间停产检修时间大多 在 1 月中下旬，复产时间预计在正月初十一至正月十六左右，停产期间预 计影响建筑钢材总产量 74.1 万吨。安徽省 6 家短流程钢厂，1 家钢厂已 于 1 月 5 日开始停产；其余大部分钢厂均表示将于 1 月中旬左右停产放假， 个别钢厂预计 1 月 20 日后停产放假，停产期间日度影响产量 1.62 万吨左 证监许可【2011】1452 号 逻辑:昨日铝价偏弱调整。美联储官员周二再次主张对货币政策保持谨 慎，因为贸易争端继续给经济前景注入大量不确定性和经济疲软的风险。 当地时间周三，美国总统特朗普签署了一项行政令，将钢铁和铝的进口关 税从 25%提高到 50%。该关税政策将自美国东部时间 6 月 4 日凌晨 00 时 01 分起生效。 右。2024 年 12 月 30 日-2025 年 1 月 5 日，10 个重点城市新建 ...

Core Points - The U.S. government announced an increase in import tariffs on steel and aluminum from 25% to 50% starting June 4, citing national security threats and the need to enhance domestic industry competitiveness [1][3] - President Trump stated that the previous tariffs did not achieve the necessary capacity utilization for the steel and aluminum industries to meet defense needs [1] - The new tariffs aim to counteract foreign dumping of low-priced steel and aluminum, which undermines the competitiveness of the U.S. steel and aluminum sectors [1] Summary by Sections Tariff Increase - The import tariffs on steel, aluminum, and related products will rise from 25% to 50% [1] - The new tariffs will remain in effect until further notice, pending any adjustments or terminations [1] Monitoring and Adjustments - The U.S. Secretary of Commerce will monitor steel and aluminum import trends and provide recommendations to the President regarding further actions or potential tariff cancellations [2] - Tariffs imposed will not be eligible for refunds [2] Historical Context - The initial 25% tariffs on steel and aluminum were implemented in 2018, but exemptions were granted to several countries due to domestic industry impacts [3] - The Trump administration reinstated the 25% tariffs on all imports of steel and aluminum starting March 12 of this year, which faced criticism and retaliation from trade partners like Canada and the EU [3]

智通财经6月4日电，加拿大总理办公室称，美国对加拿大钢铝加征关税"不合法且不合理"；政府正在进 行密集的磋商，寻求取消美国关税。 ...

加拿大总理办公室：美国对加拿大钢铁和铝加征的额外关税"非法且不合理"。 ...