日本首相石破茂与韩国总统李在明周二均乐观地表示，有望在8月1日之前达成双方都能接受的协议。 亚洲其他市场方面，截至美国东部时间凌晨3:30，香港恒生指数上涨1%；印度Nifty 50指数持平；澳大 利亚S&P/ASX 200指数亦收于持平。 2025年7月1日，唐纳德·特朗普总统在"空军一号"专机上接受媒体采访。图片来源：ANDREW CABALLERO- REYNOLDS—AFP/GETTY IMAGES 亚洲市场对特朗普政府最新宣布的对部分贸易伙伴的关税税率普遍反应平淡。与此同时，美国总统似乎 也将新关税的生效日期推迟至8月1日。 周一，特朗普政府宣布对日本和韩国这两个贸易伙伴统一征收25%的关税，这与特朗普在4月最初威胁 实施的税率大致相同。但目前，美国贸易伙伴的新贸易协定谈判期限延长至8月1日，而非先前设定的7 月9日最后期限。 日本日经225指数周二收涨0.3%，韩国Kospi指数上涨1.8%。 特朗普在致日本和韩国的信函中指出，被认定为"为逃 避更高关税"而转运的商品"将适用更高关税"， 但他并未提供具体细节。 此前特朗普政府与越南达成的协议规定，对通过该东南亚国家转运的商品征收40%的关税，但特 ...

泰山石油（000554）公告，2025年半年度预计归属于上市公司股东的净利润为8,000万元–9,800万元，同 比增长123%-173%。扣除非经常性损益后归属于上市公司股东的净利润为8,100万元–9,900万元，同比增 长120%-169%。 ...

Performance Forecast - The company expects a net profit of approximately 9 million yuan for the current reporting period, a decrease of about 59.81% compared to the same period last year, which was 22.39 million yuan [1] - The net profit attributable to shareholders after deducting non-recurring gains and losses is expected to be around 1.6 million yuan, down approximately 93.40% from 24.25 million yuan in the previous year [1] - Basic earnings per share are projected to be about 0.02 yuan, compared to 0.04 yuan in the same period last year [1] Reasons for Performance Changes - The decline in net profit is attributed to decreased transportation demand, increasing penetration of new and alternative energy sources, and intensified competition in the refined oil industry, leading to a reduction in the price difference and sales volume of refined oil [1] - The company is undergoing a transformation in its trading business, with a contraction in chemical product trading and an overall decline in chemical product sales [1] - The company reported non-recurring gains of approximately 7.4 million yuan, a significant increase of about 497.91% compared to a loss of 1.86 million yuan in the previous year, primarily due to increased gains from the disposal of trading financial assets and changes in fair value [2]

| 重合持股 (2025-03-31) | | | | | | | | --- | --- | --- | --- | --- | --- | --- | | 股票名称 | 持仓市值(元) | 持仓数量 | 相对上期增减 | 占股票市值比 | 占基金净值比 | 占流通股本比 | | 成都银行 | 416,833,623.09 | 24,248,611 | 16.17% | 2.82%T | 2.81%1 | 0.57% | | 雅戈尔 | 378,143,123.B8 | 45.857.884 | 9.85% | 2.56%- | 2.54% | 1.01% | | 示机器行 | 376.409.462.40 | 17,426,364 | 118 | 2.55% | 2.53% | 0.08% | | 沪农商行 | 375.117,354.00 | 44,978,100 | 9.53% | 2.54% | 2.52% | 0.48% | | 南钢股份 1 | 369,174,793.00 | 80.081.300 | 9.53% | 2.50% | 2.48%4 | 1.30% | | 四川路桥 | 368, ...

五矿发展（600058）公告，预计2025年半年度实现归属于母公司所有者的净利润1.07亿元，与上年同期 相比，将增加5624万元，同比增加111%。预计2025年半年度实现归属于母公司所有者的扣除非经常性 损益的净利润-1300万元，与上年同期相比，将增加1.31亿元。 ...

Core Points - The Hong Kong government has published the "Import and Export Ordinance 2025" to technically amend the existing import and export regulations, facilitating the transition to the third phase of the "Single Window" system [1][2] - The "Single Window" aims to streamline the submission of trade documents between businesses and government, enhancing customs clearance efficiency and reinforcing Hong Kong's position as an international trade and logistics hub [1][2] - The third phase will replace the long-standing "Government Electronic Trade Services" and will require businesses to submit relevant trade documents through the "Single Window" [2][3] Summary by Sections Implementation Phases - The "Single Window" is being implemented in three phases, with the first two phases launched in 2020 and 2023, covering 42 types of trade documents [2] - The third phase is the most complex, involving a wide range of stakeholders and a large volume of documents, including import/export declarations and cargo information [2] Features of the Third Phase - Businesses can submit trade documents directly or authorize value-added service providers to do so on their behalf [2] - There is an option for businesses to voluntarily submit import/export declarations and cargo manifests before shipment through the "Single Window" [2] - Electronic submission of road cargo manifests and receipts will reduce operational costs for businesses [2] Transition Arrangements - The revised ordinance includes transitional provisions allowing the third phase to operate alongside the "Government Electronic Trade Services" for a period [3] - The Hong Kong Customs will conduct promotional and training activities to ensure a smooth transition for businesses before the launch of the third phase [3]

Core Viewpoint - The successful implementation of the "Silver Futures Insurance" projects in Heilongjiang Province aims to provide comprehensive financial support and risk management for farmers, enhancing their income stability and agricultural production capabilities [1][2]. Group 1: Project Overview - The "Silver Futures Insurance" projects cover 80,000 acres of soybean and 30,000 acres of corn, with project amounts of 39.98 million yuan and 35.19 million yuan respectively [1]. - The projects involve collaboration among multiple financial institutions, including CITIC Futures, Guotou Futures, Wukuang Futures, Bohai Futures, and Southwest Futures, with insurance provided by China Pacific Property Insurance [1][2]. Group 2: Financial Support Mechanism - CITIC Bank and Industrial and Commercial Bank of China provide credit support to farmers, alleviating their financial pressure during the spring plowing season [1]. - The projects utilize a model that integrates leading enterprises, banks, insurance, and futures to create a comprehensive risk management solution for farmers [2]. Group 3: Agricultural Impact - The "Silver Futures Insurance" project enhances farmers' ability to withstand market fluctuations by combining futures price discovery and insurance guarantees [2]. - The initiative is seen as a significant step in supporting national food security and rural revitalization strategies, contributing to the modernization of the agricultural industry [2][3]. Group 4: Future Directions - CITIC Futures plans to continue exploring new financial support models for agriculture, aiming to further advance rural revitalization and agricultural development [3].

巴总统强硬回应特朗普：没有美国贸易，巴西也能生存 金十数据7月11日讯，巴西总统卢拉表示，巴西可以在没有与美国贸易的情况下生存，并将寻找其他伙 伴来取代它，这是对美国总统特朗普的尖锐回应，此前特朗普威胁要对巴西征收50%的关税。"我们将 不得不寻找其他合作伙伴来购买我们的产品。巴美贸易额占巴西GDP的1.7%，"卢拉说，"并不是说没有 美国我们就无法生存。"卢拉还表示，巴西没有义务继续使用美元进行贸易，他重申了他上周末在里约 热内卢举行的金砖国家峰会上的讲话，他呼吁世界各国领导人找到在国际贸易中减少对美元依赖的方 法。 ...

Core Points - The article discusses the unexpected increase in tariffs by the Trump administration on Vietnam, despite initial agreements suggesting a significant reduction in tariffs [1][2] - Vietnam's government has not formally accepted the proposed tariff changes, leading to skepticism about the existence of a finalized agreement [1][2] - The situation has caused strong reactions in Vietnam, with officials expressing surprise and disappointment at the unilateral decision made by the U.S. [2][3] Group 1: Tariff Negotiations - Trump announced a framework agreement that would impose a 20% tariff on Vietnamese exports, down from a previously announced 46% [1] - The Vietnamese negotiating team reportedly agreed to a tariff level of around 11%, which Trump disregarded in his announcement [1][2] - The lack of a formal agreement document raises questions about the validity and timing of the new tariff rates [2][3] Group 2: Impact on U.S.-Vietnam Relations - The tariff dispute could jeopardize the diplomatic relations and growing economic ties established between the U.S. and Vietnam since the end of the Vietnam War [3] - Trade between the U.S. and Vietnam has significantly increased, from $2.9 billion in 2002 to over $139 billion in 2022, with Vietnam becoming the sixth-largest source of U.S. imports [3] - Other countries are increasingly anxious about negotiating with the U.S. under the current administration, fearing arbitrary changes to agreements [3]

Economic Overview - The economic performance of Huicheng District remains stable under pressure, with industrial output value reaching 35.128 billion yuan, a year-on-year increase of 11.7% [1] - The industrial production accelerated, with a monthly output value of 7.833 billion yuan, showing a year-on-year growth of 16.9% [1] Industrial Performance - The value added in the mining industry increased by 26.9% year-on-year, while the manufacturing sector grew by 13.2% [1] - The electricity, heat, gas, and water production and supply industry saw a decline of 1.8% year-on-year [1] Fixed Asset Investment - Fixed asset investment decreased by 14.7% year-on-year, with the decline slightly widening compared to the previous month [1] - Construction and installation investment fell by 19.5% year-on-year, but the decline narrowed by 0.8 percentage points [1] Trade and Consumption - The total foreign trade import and export value reached 16.97 billion yuan, growing by 43.8% [3] - Imports surged by 111.3% to 8.78 billion yuan, while exports increased by 7.1% to 8.18 billion yuan [3] Retail Sales - Total retail sales of consumer goods amounted to 35.619 billion yuan, with a year-on-year growth of 9.1% [2] - Online retail sales through public networks reached 7.145 billion yuan, marking a significant increase of 66.2% [2]