海关总署：即日起，允许符合相关要求的新西兰野生水产品进口 金十数据7月22日讯，海关总署发布公告，根据我国法律法规和中华人民共和国海关总署与新西兰初级 产业部有关新西兰输华野生水产品的检验检疫和卫生要求规定，即日起，允许符合相关要求的新西兰野 生水产品进口。 （海关总署） 相关链接 ...

电动汽车和外资持股成争议焦点 美国和马来西亚的关税谈判仍在进行中，但在多个敏感议题上存在分歧。 据新华社，美国总统特朗普7日表示，将从8月1日起分别对来自日本、韩国等14个国家的进口产品征收 25%至40%不等的关税。其中，马来西亚将被征收25%的关税。 据媒体周二报道，有知情人士透露，马来西亚谈判团队希望能获得低于25%（约20%）关税的待遇，目 标是接近印尼和越南等地区邻国的水平，但对延长美国电动车税免政策、放宽外资持股上限以及削减渔 业补贴等需求持保留态度。 周一，马来西亚总理易卜拉欣表态称，在贸易谈判中对涉及国家政策的问题划下了"红线"，以保护国家 政策，包括对马来人和原住民的优惠待遇。 马来西亚此次谈判的成败将直接影响其经济增长预期。该国政府此前表示，今年4.5%至5.5%的增长目 标区间将取决于最终的关税水平。 本月早些时候，马来西亚投资、贸易与工业部长Zafrul Aziz曾对达成降低关税协议表示乐观，但近日他 警告仓促达成的协议可能适得其反，凸显了谈判的困难处境。 美制电动车税收抵免的政策将于12月到期，尽管在马来西亚的市场规模不大，但华盛顿仍寻求延长这一 准入优惠政策。报道称，马来西亚官员不 ...

Group 1 - Brazil's government expressed strong outrage against the U.S. for imposing a 50% tariff on its imports, highlighting the potential negative impact on both economies and their long-standing trade relationship [1][3] - The Brazilian government has been willing to engage in sincere dialogue with the U.S. to seek alternative solutions for improving bilateral trade since the announcement of the tariffs [3] - Brazil's fishing industry announced a suspension of exports to the U.S. in response to the tariffs, with approximately 70% of its fishery products being sent to the U.S. [5][7] Group 2 - The Brazilian beef export sector is also affected, with some processing plants halting exports to the U.S. and around 30,000 tons of beef valued at $160 million uncertain for entry into the U.S. market [7] - The Brazilian government is advising exporters to pressure U.S. buyers and explore alternative markets, although no specific compensation measures have been proposed [5][7] - The fishing industry faces significant challenges, with over 1,000 tons of fish products worth approximately $50 million currently in cold storage and up to 3,500 fishing vessels potentially ceasing operations [7]

金十数据7月22日讯，据知情人士透露，马来西亚政府正寻求将美国总统特朗普拟加征的关税税率降至 约20%，但拒绝在电动汽车政策及外资持股限制等关键领域作出让步。知情人士称，马来西亚总理安瓦 尔的谈判团队正努力将关税从8月1日起实施的25%降至更低水平，目标是与印尼、越南等区域邻国的税 率看齐。目前马来西亚已在解决美国关注的高性能半导体走私问题上取得进展，但拒绝了其三项核心要 求：延长美国电动汽车税收优惠、放宽电力及金融等敏感行业的外资持股上限、削减对本土渔民的补 贴。 马来西亚力争将美国关税降至20% 拒绝核心领域让步 ...

华宝中证全指农牧渔指数型发起式证券投 资基金 基金管理人：华宝基金管理有限公司 基金托管人：上海浦东发展银行股份有限公司 报告送出日期：2025 年 7 月 21 日 华宝中证全指农牧渔指数发起式 2025 年第 2 季度报告 §1 重要提示 基金管理人的董事会及董事保证本报告所载资料不存在虚假记载、误导性陈述或重大遗漏， 并对其内容的真实性、准确性和完整性承担个别及连带责任。 基金托管人上海浦东发展银行股份有限公司根据本基金合同规定，于 2025 年 07 月 17 日复核 了本报告中的财务指标、净值表现和投资组合报告等内容，保证复核内容不存在虚假记载、误导 性陈述或者重大遗漏。 基金管理人承诺以诚实信用、勤勉尽责的原则管理和运用基金资产，但不保证基金一定盈利。 基金的过往业绩并不代表其未来表现。投资有风险，投资者在作出投资决策前应仔细阅读本 基金的招募说明书。 本报告中财务资料未经审计。 本报告期自 2025 年 04 月 01 日起至 06 月 30 日止。 §2 基金产品概况 基金简称 华宝中证全指农牧渔指数发起式 基金主代码 013471 基金运作方式 契约型开放式 基金合同生效日 2021 年 1 ...

Group 1: Agricultural Production - The "Daqingling" variety of water chestnuts in Ruokeng Village, Fengyang Town, is harvested from early July to mid-November, with an average yield of approximately 2,000 pounds per acre, and peak daily harvests reaching 15,000 pounds, leading to an expected annual total production exceeding 2 million pounds [4] - In Yantai Longkou, the jellyfish harvest has begun, with 41 fishing boats successfully obtaining special permits for jellyfish fishing, contributing to local economic income and enhancing the variety of seafood available to consumers [6][8] Group 2: Fishing Practices - The summer fishing season has commenced at the Biali River fishing ground in Anhui, marking a shift from the traditional winter fishing practices to a seasonal rotation that aims to improve economic efficiency and meet market demand [9][11] - The Biali River fish hatchery can cultivate 1 million pounds of fish annually, primarily focusing on species such as silver carp and grass carp, with a sustainable fishing approach that includes seasonal catch and release [12]

Core Points - Indonesia has reached a trade agreement with the United States, which includes a 19% tariff on all imported Indonesian goods, while Indonesian purchases of $15 billion in U.S. energy, $4.5 billion in agricultural products, and 50 Boeing aircraft are promised [1][3] - The agreement is seen as a diplomatic victory for Indonesia, with President Prabowo emphasizing its mutual benefits and potential to enhance local industries [3][7] - The deal may set a concerning precedent for Indonesia's future negotiations with other economic partners, as it could lead to similar demands from other countries [2][10] Trade Impact - The U.S. trade deficit with Indonesia was $17.9 billion in 2024, with bilateral trade amounting to $38.3 billion [4] - Key Indonesian exports to the U.S. include palm oil, coffee, cocoa, textiles, and semiconductors, which may benefit from the tariff reduction [4] - Indonesia's textile and footwear sectors may face challenges due to the new tariffs, while the energy and agricultural sectors could see gains [1][4] Economic Concerns - The agreement's energy procurement commitment of $15 billion raises questions about Indonesia's goals to reduce fossil fuel dependency and promote renewable energy [6] - The removal of localization production requirements may negatively impact local manufacturing, leading to dissatisfaction among companies that have invested significantly to comply with these regulations [6][10] - The deal is perceived to offer more political than economic benefits, as the U.S. remains a less significant trading partner compared to Indonesia's Asian counterparts [7][10] Regional Reactions - Other Asian countries are closely monitoring the U.S.-Indonesia agreement to strategize their own trade negotiations [2][8] - The agreement may influence Indonesia's ongoing trade talks with the EU, as both parties have been at odds over localization policies and environmental regulations [8][9] - Concerns arise that Indonesia's concessions to the U.S. could weaken its negotiating position with other trade partners, including the Eurasian Economic Union and the Southern Common Market [10][12]

Cultural Heritage and Development - Huizhou is recognized for its rich cultural heritage, with historical significance dating back over 1400 years, showcasing the integration of various cultural influences, particularly from the Song Dynasty poet Su Dongpo [2][3][4] - The city emphasizes the importance of cultural activities and education, with initiatives like the monthly science lectures and cultural events at the restored Fenghu Academy, which serves as a new cultural landmark [4][6] Economic Growth and Industrial Development - Huizhou has a coastline of 281.4 kilometers and a sea area of 4520 square kilometers, which has historically supported trade and maritime activities, contributing to its economic development [12] - The city has seen significant industrial growth, particularly in the petrochemical sector, with major projects from companies like Shell and ExxonMobil, indicating a strong confidence in the local industrial ecosystem [16][17] - In the past year, Huizhou's GDP surpassed 600 billion yuan, with the electronic information and petrochemical industries experiencing substantial growth rates of 13.6% and 17.9% respectively, aiming for the establishment of a trillion-level industrial cluster [17] Historical Significance and Red Culture - Huizhou played a crucial role during the anti-Japanese war, serving as a key transit point for rescuing cultural and political figures, which has contributed to its identity as a city with a strong revolutionary heritage [7][10] - The city is committed to preserving and promoting its revolutionary history, with initiatives to document and share stories of local heroes and significant events, reinforcing its cultural identity [10][11]

Core Insights - The third "Chain Expo" officially opened in Beijing on July 16, showcasing the collaboration between Zhanjiang Guolian Aquatic Products Co., Ltd. and Yum China to promote tilapia in the domestic market [1] Company Collaboration - Zhanjiang Guolian Aquatic Products Co., Ltd. signed a procurement cooperation memorandum with Yum China to enhance the consumption of quality aquatic products [1] - The partnership aims to develop innovative products that will help local specialty aquatic products expand their application scenarios [1] Market Impact - The collaboration is expected to lead to the introduction of Guolian's tilapia products in Yum China's restaurants, which will increase income for local farmers and create a value-sharing supply chain ecosystem [1]

Group 1 - Indonesia has reached an agreement with the United States to reduce tariffs on Indonesian goods from 32% to 19% [1] - The agreement includes commitments from Indonesia to purchase $15 billion worth of energy products, $4.5 billion in agricultural products, and 50 Boeing aircraft from the U.S. [1] - The Indonesian President Prabowo expressed that the country has reached its bottom line in negotiations and cannot make further concessions [1] Group 2 - The new tariff rate for Indonesia is lower than that of Vietnam and other Southeast Asian countries, which has surprised the Vietnamese government [2] - Domestic reactions in Indonesia are mixed, with fishing industry workers expressing concerns over the increase from zero to 19%, while the textile industry welcomes the new rate as it is more favorable compared to higher tariffs faced by competitors like Vietnam and Bangladesh [2]