美媒于10月12日报道，美国总统特朗普在当地时间10月12日发出"取消对华新关税"的暗示，美国股指期 货上涨！ 如果一个事，明显做错了，不同的人会坚持多久？ 特朗普用行动给出了答案，或许仅仅需要2天。 时间轴调到2025年10月10日，远在大洋彼岸的美国总统特朗普大发雷霆，声称：从11月1日起，将对中 国加征100%的关税。 特朗普为何如此发怒？ 因为中国在10月9日、10日连连推出对美国的反措施。 其中，有两个非常重要。 ①、10月9日，中国对稀土的出口宣布了管制新规，严重收紧了出口的口子。 新规规定：不仅禁止对美国军工企业出口稀土，美国的高科技企业如苹果、特斯拉等公司需要进口稀土 时，相关企业也需要申请，经中国批准后才可以出口。 这就让美国很难受，意味着美国的军工、人工智能、电动车产业等，都会受到严重影响。 而美国和盟友们偏偏没有深加工稀土的能力。 你说特朗普生不生气？ ②、10月10日，中国对美国的船舶进行反制。 中国交通部在10月10日宣布：对美企和美国个人拥有的船舶、美国制造的船舶、美国籍的船舶、悬挂美 国旗帜的船舶、美国企业控股权在25%以上的企业的船舶等，在中国港口停泊时，额外加收港口服务 费。 ...

Core Viewpoint - The U.S. Trade Representative (USTR) announced modifications to measures aimed at restoring the U.S. shipbuilding industry, reflecting public feedback and consultations with petitioners and advisory committees [3][4]. Group 1: Modifications to Measures - The USTR has changed the calculation basis for service fees of foreign-built vehicle transport vessels to $46 per net ton, effective from October 14, 2025 [3]. - A clause allowing the suspension of LNG export licenses without meeting certain restrictions on foreign-built vessels has been removed, retroactive to April 17, 2025 [3]. - A 100% tariff will be imposed on certain shore cranes and cargo handling equipment [3]. Group 2: Proposed Further Modifications - The USTR proposed additional modifications, including fee exemptions for certain long-term leased ethane and LPG transport vessels [4]. - Additional tariffs of up to 150% will be levied on certain cargo handling equipment, such as rubber-tired gantry cranes and their components [4]. - The deadline for submitting written comments on the proposed modifications is set for November 12, 2025 [5]. Group 3: Industry Reactions - A senior logistics industry professional indicated that the USTR's Section 301 investigation was initiated over a year ago by domestic companies and is now progressing through the necessary processes [5]. - The USTR's measures are expected to impact cranes and frames, although previous considerations for container tariffs have been abandoned [6]. - The Chinese Ministry of Commerce expressed strong dissatisfaction and opposition to the U.S. measures, labeling them as unilateral and protectionist, which disrupts global supply chains and violates WTO rules [6].

Group 1 - HNA Technology held its 12th fourth board meeting on September 29, 2025, to discuss the proposal for engaging in financial derivatives business [1] - For the first half of 2025, HNA Technology's revenue composition was as follows: 65.77% from commodity trading, 33.27% from shipping, 0.85% from other industries, and 0.11% from property leasing [1] - As of the report, HNA Technology's market capitalization was 13.2 billion yuan [1] Group 2 - The competition between Nongfu Spring and Yibao has intensified, with Nongfu Spring's green bottle launch leading to a significant market share decline for Yibao, dropping nearly 5 percentage points [1]

Core Viewpoint - The article emphasizes the proactive measures taken by companies in Guangdong and Hainan to prepare for the impact of Typhoon "Haikashan," which is expected to bring severe weather from September 23 to 25, highlighting the importance of disaster preparedness in safeguarding assets and ensuring public safety [1][2]. Group 1: Company Preparedness - Listed company Lingyi Zhi Manufacturing has activated its defense mode, leveraging past experiences to implement comprehensive defensive measures across its facilities in multiple cities [2]. - The company has organized emergency meetings to address various risks, including clearing drainage systems, securing high-altitude items, and ensuring food and emergency supplies are available [2][3]. - Lingyi Zhi Manufacturing has mandated all employees to cease work and avoid risks, ensuring their safety through notifications and arrangements for accommodation [2]. Group 2: Port and Public Service Companies - A port and storage listed company in Guangdong has initiated emergency responses, focusing on personnel transfer, material reserves, and risk assessments to ensure safety and preparedness [3]. - Zhuhai Port has completed various preventive measures, including operational adjustments and personnel transfers, while also preparing for emergency rescue operations [5]. - Southern Power Grid has taken steps to secure important power lines and facilities, employing drones and video surveillance to monitor and mitigate risks [4]. Group 3: Impact on Transportation - Hainan Airport has issued travel advisories due to expected disruptions in flight operations, coordinating with relevant departments to monitor the typhoon's path and adjust operations accordingly [6]. - The typhoon's large wind radius and extreme intensity pose significant risks, with potential for storm surges in coastal cities like Guangzhou and Zhuhai [6][7].

Group 1 - The Chinese semi-submersible vessel "Huaxing Long" set sail from Ningde Port, carrying six newly built ships to Guinea, a country involved in the Belt and Road Initiative [1][3] - The six tugboats were constructed by local shipbuilding companies in Ningde and are expected to take approximately 50 days to reach Guinea for port construction and offshore operations [3] - The Ningde border inspection station has facilitated the export of three semi-submersible vessels and 24 newly built ships this year, aiding local ship enterprises in expanding their overseas markets [1][3] Group 2 - The "Huaxing Long" employs a "building block" method for loading, allowing for bulk exports, which enhances safety, efficiency, and cost-effectiveness [3] - The border inspection station has developed a detailed safety assurance plan and refined inspection processes for the semi-submersible vessels, providing a "green channel" for their export operations [3][5] - The border inspection team has implemented a proactive approach by moving inspection points to the anchorage, ensuring efficient coordination for vessel entry, anchorage, and operations [5] Group 3 - The Ningde border inspection station offers a "one-stop" service tailored to the needs of the shipbuilding industry, providing 24/7 support to ensure zero waiting time upon arrival and zero delays during departure [8]

Group 1 - HNA Technology (SH 600751, closing price: 4.39 yuan) announced on August 11 that its 12th second board meeting was held on August 11, 2025, where it reviewed the proposal to use reserve funds to cover losses [2] - For the year 2024, HNA Technology's revenue composition is as follows: ship transportation accounts for 50.28%, commodity trading accounts for 49.07%, other industries account for 0.51%, and property leasing accounts for 0.15% [2]

Group 1 - The core viewpoint of the article highlights the rapid development of new energy and clean energy vessels, which have transitioned from non-existence to widespread application, achieving large-scale deployment with a total exceeding 1,000 vessels [1]