此前不久，特朗普于当地时间25日曾宣布，自10月1日起美国将对进口的所有品牌或专利药品征收100% 关税；对所有厨房橱柜、浴室柜及相关产品征收50%关税、软体家具征收30%关税；对在美国境外生产 的重型卡车征收25%关税。 对此，美联社指出，美国政府近日宣布将对药品和重型卡车等商品加征高额关税，此举使企业成本大大 超出计划范围，引起了全美众多企业的不满。特朗普政府被指在美国经济周围"筑起了一道关税墙"。 （文章来源：中国新闻网） 中新网9月29日电综合外媒29日消息，美国总统特朗普在社交媒体上发文称，将对所有在美国境外制作 的电影征收100%关税。 据报道，特朗普写道，"我们的电影制作业被其他国家从美国偷走了，就像'从孩童手里偷走糖果'一 样。加州州长软弱无能，遭受的打击尤其严重！因此，为了解决这一长期存在且永无尽头的问题，我将 对所有在美国境外制作的电影征收100%的关税。" 此外，特朗普还发文称，"将对任何不在美国生产家具的国家征收高额关税"。 ...

美国总统特朗普再次威胁要将贸易保护政策扩展至文化产业，这一政策若实施将挑战好莱坞的全球化商 业模式。 据央视新闻，当地时间9月29日周一，特朗普在社交媒体"真实社交"上发文表示，美国的电影制作业"被 其他国家从美国偷走了"，就像"从婴儿手里偷糖果"一样。特朗普称，加州州长"软弱无能"，遭受的打 击尤其严重。为了解决这个"长期存在且永无止境"的问题，将对所有在美国境外制作的电影征收100% 关税。 市场对这一威胁反应分化。周一美股早盘，AMC院线（AMC）一度涨逾6.2%，迪士尼（DIS）曾涨近 1.2%，奈飞（NFLX）盘初下跌1.9%后转涨，而华纳兄弟探索（WBD）曾跌2.1%。 分析认为，特朗普未经测试的政策面临诸多执行难题。投资者对特朗普实施该关税的法律权限和执行方 式存疑。白宫未立即回应相关询问。 媒体指出，业内高管此前就对关税如何执行感到"困惑"，因为现代电影制作往往涉及跨国合作，包括制 片、融资、后期制作和视觉效果等环节分布在多个国家。 此次是特朗普时隔将近五个月再次发出征收100%电影关税的威胁。和上次一样，特朗普这次也未明确 关税的具体实施时间和方式，且未说明，将使用何种法律权限来征收这一针对 ...

这可能会对中国的陶瓷、家具、厨房橱柜等家居建材产业产生一定影响。数据显示，中国是全世界最大 的家具生产国，产值占全球份额的四分之一以上，同时也是家具出口第一大国。 现在，当地不少出口商开始将产品转向国内，同时瞄准印度、东南亚、非洲等海外市场。 浙江安吉的家具生产商也有同样的感受。该地区是著名的办公椅生产基地，全球每三把转椅就有一把产 自此地。在过去，高达60%以上的椅子都要销往美国，但是在关税的压力之下，当地通过开拓东南亚和 欧洲订单，将美国业务占比压缩至30%。与此同时，企业进行了智能话改革，使生产成本降低18%，一 定程度抵消了关税压力。 美国最近又"作妖"了。当地时间9月25日，美国总统特朗普在其社交媒体上宣布，自10月1日起，美国将 对厨房橱柜、浴室洗手台及相关建材征收50%关税，对软垫家具征收30%关税。 然而在中国广东，一个有着"家具王国"之称的小镇却对美国最新一轮的关税政策不以为然，因为他们表 示早已放弃美国市场。 位于广东顺从的乐从镇与中国其他拥有大型制造业集群的工厂镇一样，拥有180多家家具商场，挤满了 零售商、批发商和分销商，销售的产品从胶合板桌子到豪华真皮沙发，应有尽有。 据报道，该镇早 ...

Core Viewpoint - The newly approved national standard for furniture smart grading and labeling aims to regulate the smart furniture market, helping traditional furniture companies transition to smart products while enabling consumers to identify and choose smart furniture rationally [1][2]. Group 1: Standard Implementation - The standard, titled "Furniture Smart Grading and Labeling" (GB/T46260—2025), will be officially implemented on March 1, 2026, and defines the smart grading levels, evaluation rules, and labeling methods for furniture products [1]. - The standard categorizes smart furniture into four levels (L1-L4), with higher levels indicating greater autonomous response, scene adaptation, and user interaction capabilities [2]. Group 2: Market Impact - The smart furniture market in China is projected to exceed 320 billion yuan by 2025, with a compound annual growth rate of 38% [1]. - The implementation of the standard is expected to enhance market transparency, allowing consumers to easily identify the smart level of products through standardized labeling [2][3]. Group 3: Industry Development - The standard provides clear research and development directions for furniture manufacturers, encouraging increased investment in smart technology and the development of differentiated products [3]. - The establishment of a standardized grading and labeling system is anticipated to foster a fair competitive market environment, promoting the upgrade of the furniture industry towards higher-end and smarter products [3].

Core Insights - The furniture industry in Guangdong, particularly in Foshan, is undergoing a significant transformation, with a focus on enhancing manufacturing capabilities and integrating cultural and smart elements into products [1][4][8] - The market for smart home products is expected to grow, with projections indicating a penetration rate exceeding 65% by 2025, and the overall furniture market in China anticipated to surpass 4.8 trillion yuan, reflecting a 12% year-on-year growth [1][8] Industry Trends - The furniture manufacturing output in Foshan is projected to reach approximately 180 billion yuan in 2024, with an export value of 9.8 billion USD, although growth rates are showing signs of slowing [1] - Companies are increasingly adopting strategies that incorporate "culture+" and "smart+" to meet new consumer demands and expand market reach [1][8] Company Initiatives - Federated Furniture has launched a flagship smart home store in Guangzhou in collaboration with Tmall Genie, marking a significant step in redefining industry standards for smart home integration [2][3] - The company has a history of embracing internet and smart technologies, having partnered with Tmall since 2017 to explore new retail models [4] Consumer Engagement - The rise of live streaming and short video marketing has become a crucial strategy for furniture companies in Foshan, with significant engagement observed during live broadcasts [6][7] - The integration of smart features in furniture, such as voice control and remote settings, is enhancing customer experiences and driving sales [3][6] Cultural Integration - There is a growing emphasis on cultural elements in furniture design, with companies like Lin's Furniture incorporating traditional Chinese aesthetics into their products, which has led to increased sales and recognition [9][10] - The trend of "Guochao" (national trend) is gaining traction, with brands leveraging Chinese cultural symbols to differentiate themselves in the market [9][10] Market Dynamics - The furniture industry is experiencing a brand-building boom, with companies focusing on creating unique identities and leveraging digital platforms to enhance visibility [5][6] - The government's support for home improvement and consumption upgrades is expected to stimulate market growth, with retail sales of furniture products showing a notable increase [7][8]

Group 1 - The training program on sustainable forest resource development in Gabon was held in Beijing, focusing on China's practices and experiences in sustainable forest management [1][2] - Sustainable forest management aims to protect and maintain the multifunctionality of forest ecosystems while meeting the growing material and environmental demands of humanity [1] - Forests are described as "reservoirs, granaries, treasure houses, and carbon sinks," highlighting their multiple value attributes and the need for coordinated management to achieve ecological, economic, and social benefits [1] Group 2 - The training included classroom sessions led by experts, covering China's legal framework, sustainable management systems, and collective forest rights reform [2] - Case studies focused on China's under-forest economy and forest tourism development, with Gabonese officials showing interest in these models [2] - Experts emphasized the importance of quality natural resources, infrastructure, community involvement, and brand development for forest tourism [2] Group 3 - A discussion on the development of Chinese enterprises in Gabon highlighted the support provided by the Chinese Academy of Forestry for responsible overseas trade and investment [3] - Gabonese officials acknowledged the significant contributions of Chinese investments to Gabon's economic growth and job creation [3] - The training program included visits to furniture enterprises in Jiangxi, showcasing the intelligent transformation and green development of the furniture industry [3]

Group 1 - Mexico has initiated an anti-dumping investigation against Chinese float glass, which is seen as a strategic move rather than a coincidence, especially after raising tariffs specifically targeting China while excluding the US and Canada [1][2] - The rationale provided by Mexican officials for the tariff increase is to protect domestic manufacturing and reduce reliance on Asia, yet the focus on sensitive Chinese industries raises questions about the nature of Mexico's relationship with China [2][4] - The backdrop includes Trump's previous threats to raise tariffs on Mexican goods, indicating that Mexico's actions may be a response to US pressure, potentially jeopardizing its relationship with China [4][16] Group 2 - China's response to Mexico's actions includes launching an anti-dumping investigation into pecans, signaling a warning to Mexico not to use Chinese interests as bargaining chips in negotiations [5][16] - Despite the Mexican president's attempts to downplay tensions by stating that relations with China are good, the imposition of tariffs on sensitive sectors contradicts this claim and poses risks for future cooperation [7][19] - The broader context involves Trump announcing new tariffs on various imported products, which not only targets China but also impacts global trade dynamics, suggesting a shift in the global trade landscape [8][17] Group 3 - The ongoing trade disputes between China, Mexico, and the US are driven by US factors, with Mexico caught in the middle, leading to increased uncertainty in global trade [14][19] - Trump's tariff strategy aims to protect US manufacturing but may inadvertently raise costs for American consumers, as seen in the rising prices of furniture and pharmaceuticals due to increased tariffs [10][11][13] - The potential for a reconfiguration of global supply chains and trade rules is evident, with all countries involved recalibrating their strategies in response to the evolving trade environment [17][19]

Core Viewpoint - President Trump's recent tariff announcement, imposing significant tariffs on various imported goods, has led to immediate market reactions, including declines in major U.S. stock indices and substantial losses in company valuations [1][10]. Group 1: Tariff Details - Tariffs on patented and branded pharmaceuticals are set at 100%, furniture at 30%, and heavy trucks at 25% [1]. - The announcement has caused a market shock, with major indices like Dow Jones and Nasdaq experiencing declines, and companies like Tesla losing over 460 billion RMB in market value in a single day [1]. Group 2: Strategic Intentions - The tariffs are seen as a strategy to encourage the return of manufacturing to the U.S., as Trump has consistently advocated for domestic production [5]. - The tariffs are also viewed as a means to suppress foreign competition, particularly targeting European pharmaceutical companies and manufacturers from Mexico [6]. Group 3: Economic Implications - Analysts suggest that the tariffs may create economic pressure that could influence the Federal Reserve's monetary policy, as Trump appears frustrated with the Fed's stance on interest rates [8]. - The potential negative impact on U.S. consumers and businesses is highlighted, with concerns that such protectionist measures could ultimately harm the U.S. economy in a globally integrated market [10].

美国关税政策又有变数！ 当地时间9月26日，美国白宫表示，最新针对药品的关税措施不适用于已与美国达成贸易协定的国家。 当天，在美股市场上，医药股涨跌分化，诺瓦瓦克斯医药涨2.52%，辉瑞涨0.68%，葛兰素史克涨0.84%， Moderna跌0.49%，联合健康跌0.43%。 此前一天，美国总统特朗普在其社交媒体"真实社交"宣布，将自10月1日起对进口的所有品牌或专利药品征收 100%关税。受该消息影响，日本、韩国股市医药股26日多数下跌，住友制药跌超3%，三星生物制剂跌超2%， 第一三共跌近2%。 不过，白宫官员称，英国向美国出口的药品将面临100%的关税。伦敦与华盛顿此前的谈判达成了一项贸易协 定，但两国之间的药品相关税率仍在谈判之中。所以英国暂时无法免除药品新关税的影响。 对此，英国官员称，该国首席商业顾问Varun Chandra下周将赴华盛顿并表示伦敦愿为部分药品支付更多费用 来保护对美国的相关出口。Chandra预计将在访问期间会见特朗普政府高级官员，访问期间将讨论贸易问题， 其中制药业是重点。 特朗普单方面宣布新关税 当地时间9月25日，美国总统特朗普在其社交媒体"真实社交"宣布，自10月1日起 ...

超六成ST股年内涨幅跑输同期上证指数。 年内首只10倍涨幅的ST股诞生 今日(9月26日)，*ST宇顺(002289)股价涨停，最新收盘价创历史新高。据统计，该股于2025年9月24日收 盘时，年内涨幅首次达到10倍以上。截至最新收盘，年内累计涨幅扩大至10.6倍。 公开资料显示，*ST宇顺从事智能显示模组制造，主要为手持终端、智能 POS、智能穿戴、智能家居、 车载电子等制造商提供全方位触控显示一体化解决方案。今年上半年公司营业总收入为1.34亿元，净利 润亏损446万元。 今年以来，*ST宇顺多次发布股票交易异常波动暨风险提示相关的公告，但依然难挡投资者参与热情， 这与其筹划的收购事项不无关系。9月12日晚间，公司发布重大资产购买报告书草案修订版等系列公 告，回复深交所问询，并计划将在9月29日召开股东大会审议收购议案。 标的公司专注于开发及运营大规模、高等级、高效高性能数据中心，是一家国内优秀的数据中心整体解 决方案提供商。本次交易完成后，公司将形成数据中心基础设施服务、液晶显示屏相关产品及仪器仪 表、配电设备的多元化业务布局。 公司在风险提示公告中表示，本次交易正处于开展阶段，存在审批风险，本次交易可 ...