早上好！先来看重要资讯。 美政府被曝正酝酿征收新关税 铂强、钯稳格局延续，行业重塑铂前景 据央视消息，近日，美国最高法院裁定美国政府的大规模关税政策非法，多家美国媒体日前披露说，美 国政府正准备援引其他法律条款对多个行业产品加征新的关税。 有知情人士披露，美国商务部正着手依据《1962年贸易扩展法》第232条对大型电池、铸铁和铁配件、 塑料管道、工业化学品以及电网和电信设备等行业产品启动新调查，也就是"232调查"。该条款允许美 国政府基于所谓"国家安全风险"征收关税。《华尔街日报》称，暂不清楚美国商务部何时正式宣布调 查，以及相关关税何时正式征收。 另外，美国贸易代表办公室也在着手依据《1974年贸易法》第301条启动新的贸易调查，也就是所 谓"301调查"，后续同样可能出台关税措施。该条款允许美国政府对所谓"不公平贸易行为"征收关税。 美国贸易代表贾米森·格里尔2月25日表示，美国对部分国家加征的"全球进口关税"税率将从新近实施的 10%升至15%或更高，但他未透露任何具体的贸易伙伴或其他细节。 美财政部发布涉伊朗最新制裁名单 据新华社报道，美国财政部25日宣布，对30多个实体、油轮及个人实施制裁，以打击 ...

有知情人士披露，美国商务部正着手依据《1962年贸易扩展法》第232条款对大型电池、铸铁和铁配件、塑料管道、工业化学品以及电网和电信设备等行业 产品启动新调查，也就是"232调查"。该条款允许美国政府基于所谓"国家安全风险"征收关税。《华尔街日报》称，暂不清楚美国商务部何时正式宣布调 查，以及相关关税何时正式征收。 近日，美国最高法院裁定美国政府的大规模关税政策非法，多家美国媒体日前披露说，美国政府正准备援引其他法律条款对多个行业产品加征新的关税。 另外，美国贸易代表办公室也在着手依据《1974年贸易法》第301条款启动新的贸易调查，也就是所谓"301调查"，后续同样可能出台关税措施。该条款允许 美国政府对所谓"不公平贸易行为"征收关税。 美国多州要求联邦政府退还关税 此前，加利福尼亚州和伊利诺伊州也提出了类似要求。 全美超千家企业要求联邦政府退还非法关税 在美国最高法院作出相关裁决之后，截至24日，包括美国联邦快递公司、开市客、锐步等大型美国企业在内的上千家企业在美国国际贸易法院提起诉讼，要 求政府返还已缴纳的关税。 （文章来源：央视新闻） 美国最高法院20日公布裁决，认定美国《国际紧急经济权力法》没有授权 ...

特朗普23日在社交媒体上宣称，他拥有"充足的其他选项"对进口商品征收关税。 增添不确定性 美国最高法院20日公布裁决后，美国国土安全部下属海关与边境保护局日前证实，将从当地时间24日起 停止收取依据《国际紧急经济权力法》征收的进口商品关税。不过，最高法院裁决只针对特朗普政府征 收的部分关税，其援引第232条款和第301条款等法律条款针对钢铝、家具、铜、汽车等产品加征的关税 依然有效。 美国联邦最高法院日前裁定，美国总统特朗普领导的政府依据《国际紧急经济权力法》所征大规模关税 违法。多家美国媒体23日援引知情人士的话披露，特朗普政府正准备援引关联国家安全的其他法律条款 对6类行业产品加征关税，这部分关税与政府在最高法院裁决后新推出的15%关税不同。 媒体认为，预计特朗普政府新的关税举措将给经济带来更多不确定性。 找理由加税 《纽约时报》等媒体援引知情人士的话披露，美国商务部正着手依据《1962年贸易扩展法》第232条款 对大型电池、铸铁和铁配件、塑料管道、工业化学品以及电网和电信设备等行业产品启动新调查 （即"232调查"）。该条款允许美国政府基于所谓"国家安全风险"征收关税。《华尔街日报》称，暂不 清楚美国商 ...

Group 1 - The U.S. Supreme Court ruled that the large-scale tariffs imposed by the Trump administration under the International Emergency Economic Powers Act were illegal, leading to uncertainty in the economy [1] - The Trump administration is preparing to impose new tariffs on six categories of products based on other legal provisions related to national security, which differ from the newly introduced 15% tariffs [1][4] - The U.S. Department of Commerce is initiating new investigations under Section 232 of the Trade Expansion Act of 1962, targeting products such as large batteries, cast iron, plastic pipes, industrial chemicals, and telecommunications equipment [2] Group 2 - The Trump administration previously invoked Section 232 to investigate nine categories of products, including semiconductors and pharmaceuticals, with investigations potentially accelerating after the Supreme Court ruling [3] - The administration intends to modify the algorithm for steel and aluminum tariffs, which may lower nominal rates for some products but could result in higher overall tariffs based on total product value [3] - The Supreme Court's ruling has led to the cessation of tariffs under the International Emergency Economic Powers Act, but tariffs under Sections 232 and 301 remain effective [4] Group 3 - The new tariffs and trade policies introduced by the Trump administration are expected to increase complexity and uncertainty in the economic landscape, with experts noting a lack of clarity regarding future tariff changes [5] - The administration's use of multiple trade laws to impose tariffs may not allow for quick implementation, potentially taking months to take effect [4][5]

Group 1 - The U.S. Supreme Court ruled that the International Emergency Economic Powers Act (IEEPA) does not authorize the president to impose large-scale tariffs, declaring previous tariffs by the Trump administration illegal [1] - Following the ruling, the Trump administration announced new tariffs, initially planning a 10% tariff on all goods, which was later increased to 15%, based on the Trade Act of 1974 [1] - The ruling poses significant challenges to the Trump administration's tariff policies, particularly regarding potential tariff refunds, which could exceed $175 billion, with over 1,000 companies already involved in lawsuits [1] Group 2 - The Supreme Court's decision undermines the Trump administration's strategy of using tariffs as leverage in trade negotiations, as the basis for imposing tariffs has been removed, creating uncertainty around existing trade agreements [2] - The new 15% tariff will have varying impacts on different countries, with the UK expected to see a 2.1 percentage point increase in tariffs, while the EU will see an overall increase of 0.8 percentage points, leading to potential pushback in future negotiations [2] Group 3 - The Trump administration's focus on tariffs to balance trade deficits and revive the economy contradicts economic principles and has faced significant opposition from states and businesses, complicating the implementation of tariff policies [3] - A survey indicated that by 2025, about one-third of price increases for U.S. businesses could be attributed to tariffs, with inflation potentially dropping to the Federal Reserve's target of 2% without tariff impacts [3] Group 4 - The hollowing out of the U.S. economy is attributed to internal structural issues rather than external competition, with tariffs failing to address the root causes of trade imbalances and instead exacerbating the situation [4] - The U.S. economy's comparative advantages lie in technology, finance, and advanced services, while fiscal policies and low savings rates contribute to trade deficits, indicating that tariffs are not a sustainable solution [4]

当地时间23日，美国媒体报道称美国政府正考虑以"国家安全"为由，对约六个行业加征新一轮关税。知 情人士称，拟议关税可能涵盖大型电池、铸铁及铁制配件、塑料管道、工业化学品以及电网和电信设备 等行业。这些新关税将独立于近期宣布的全球15%关税措施单独实施。 （文章来源：央视新闻） ...