智通财经APP讯，中国铝罐(06898)发布公告，于2025年08月25日，因行使可换股票据所附带的换股权而 发行及配发新股份2500万股。 （原标题：中国铝罐(06898)因行使可换股票据所附带的换股权而发行2500万股） ...

中国铝罐(06898)发布公告，于2025年08月25日，因行使可换股票据所附带的换股权而发行及配发新股 份2500万股。 ...

格隆汇8月25日丨中国铝罐(06898.HK)发布公告，于2025年08月25日，因行使可换股票据所附带的换股 权而发行及配发2500万股新股份。 ...

为抢占先机应对后续变局，欧盟宣布同意对医药和半导体产品征收15%的关税。这一税率预计将低于最 终对这些行业实施的关税水平。在医药产品领域，欧盟2024年占美国进口总量的62%，表明此项调整具 有实质意义。此外欧盟还声称已与美国就飞机及零部件、半导体设备、自然资源与关键原材料，以及部 分化学品、仿制药和农产品达成"零对零"关税协议。待这些安排获美国正式确认（而非仅欧盟单方面声 明），实际关税税率将有望小幅下调。 与美国的贸易协定不仅关乎关税。合作框架还包含累计超万亿美元的对美投资意向，涉及能源、农业、 航空航天和造船等领域。其中大部分投资将来自欧盟、日韩三国，但需注意这些投资的具体细节仍模糊 不清。贸易伙伴间达成的安排存在相互矛盾的表述，因为这是世代以来最大的贸易政策转向，诸多细节 仍需更长时间敲定。这意味着即便原则上达成贸易协议，相关国家的商业环境不确定性仍可能长期存 在。 白银td上周五（8月22日）日K收涨，由于首批公布的关税措施生效已被视为"美好旧时光"，高关税将成 为美国经济的长期特征，引发了白银td走势震荡，美市尾盘，白银td收报9183元/千克，上涨0.40%，日 内最高上探9224元/千克，最低 ...

Core Viewpoint - The Trump administration has significantly expanded the scope of steel and aluminum tariffs by 50%, adding 407 derivative products to the tariff list, creating substantial compliance pressure for U.S. importers [1][5]. Group 1: Tariff Expansion Details - The new tariff list includes a wide range of products such as machinery, motorcycles, children's swings, and tableware, which are subject to additional tariffs due to their steel and aluminum content [1][2]. - The expanded tariff list officially took effect on August 18, as announced by the U.S. Department of Commerce [5]. - The logistics industry expressed strong dissatisfaction, indicating that the rapid implementation of these changes caught many off guard, complicating compliance efforts [1][3]. Group 2: Industry Reactions - Trade compliance professionals noted that the lack of prior notification regarding the changes has made it difficult for importers to make informed purchasing decisions [1][3]. - Industry experts, including a professor from Michigan State University, expressed confusion over the strategy of imposing tariffs on a broad range of intermediate goods, suggesting that it may be counterproductive [3][6]. - The logistics giant Kuehne + Nagel highlighted that the new regulations represent a strategic shift in the oversight of steel and aluminum derivative products, increasing complexity and costs for businesses [3][4]. Group 3: Impact on Trade and Exports - The new tariffs are expected to further depress Chinese aluminum exports to the U.S., although the impact of the newly added products is anticipated to be less severe than previous rounds of tariffs [1][5]. - According to industry analysis, the value of goods currently covered by metal tariffs is estimated to be around $328 billion, significantly higher than previous years [3]. - The U.S. remains heavily reliant on aluminum imports, with an import dependency of approximately 40%, complicating efforts for domestic production to meet demand [6].

Group 1 - The U.S. President Trump announced a 35% tariff on Serbian imports starting August 1, raising concerns among Serbian export companies, particularly those in the aluminum sector already facing a 50% tariff [1] - The general manager of a major Serbian aluminum company stated that 90% of their products are for export, with 70% of that going to the U.S., and the new tariffs could eliminate all profits from U.S. sales, making business unprofitable [2] - The Serbian Chamber of Commerce criticized the U.S. tariffs as unreasonable, highlighting a trade deficit with the U.S. of 60 million euros, contrary to U.S. claims of a trade surplus [3] Group 2 - The Serbian aluminum company is exploring alternative markets outside the U.S., focusing on nearby European markets, the Balkans, and local markets, while also signing contracts with Chinese companies [2] - The Serbian Chamber of Commerce emphasized the unpredictability of U.S. tariff policies, which could deter investment and negatively impact consumers [3] - The Serbian Chamber of Commerce called for a diversified market strategy to reduce reliance on the U.S. market, as unpredictability is detrimental to businesses [3]

Group 1 - The speech by Shigeru Ishiba on July 9, 2025, reflects a strong discontent with U.S. policies and calls for Japan to reduce its reliance on the U.S. [3][17] - The U.S. announced a 25% tariff on Japan and 13 other countries, targeting key sectors such as automotive, steel, and electronics, which are crucial for Japan's export economy [8][12] - Japan's automotive exports to the U.S. totaled $117.1 billion in 2024, accounting for 34% of its total exports to the U.S., with potential job impacts affecting approximately 5.6 million people [8][9] Group 2 - The trade negotiations between Japan and the U.S. are stalled due to conflicting economic models, with Japan advocating for investment prioritization while the U.S. demands a reduction in trade surplus and increased imports of U.S. goods [12][16] - Japan's steel exports to the U.S. fell by 20.6% year-on-year as of May 2025, indicating significant pressure on its foundational industries [13] - The U.S. has also pressured Japan to open its agricultural market further, which threatens Japan's domestic agricultural interests and political stability [11][19] Group 3 - Ishiba's firm stance is influenced by domestic political pressures, with his cabinet's approval rating at 24% and the ruling party's support at 19% ahead of the upcoming Senate elections [17][19] - The U.S. demands for Japan to increase defense spending to 3.5% of GDP are seen as excessive and beyond Japan's fiscal capacity [11][23] - Japan's trust in the U.S. has significantly declined, with only 22% of the population expressing trust in the U.S. as of June 2025, marking the lowest level since 2000 [23][25] Group 4 - Japan is actively seeking to improve relations with China, which has become its largest trading partner with a bilateral trade volume of $102.49 billion in 2024, as a strategy to counterbalance U.S. pressures [27][29] - The Japanese government has shown restraint in territorial disputes, indicating a focus on stabilizing relations with China amidst U.S. trade tensions [27][29] - The ongoing trade war and Japan's diplomatic strategies will significantly influence the geopolitical landscape in the Asia-Pacific region [31]

Core Viewpoint - The article discusses President Trump's announcement of new tariffs on various countries, emphasizing the need for reciprocal trade relationships and the adjustments in tariff rates for specific nations [1][4]. Group 1: Tariff Announcement - Trump announced a new tariff rate of 25% on imports from Japan and South Korea, effective August 1, citing the need to address trade imbalances [1][4]. - The deadline for negotiations on reciprocal tariffs was extended from July 9 to August 1 [1][4]. Group 2: Specific Tariff Rates - The new tariff rates for various countries include: Malaysia 25%, Indonesia 32%, Thailand 36%, and South Africa 30%, with most rates either unchanged or slightly adjusted from previous announcements [2][3]. - A comparison of the new rates with those announced in April shows that Japan's rate increased from 24% to 25%, while rates for Kazakhstan and Tunisia were reduced [3][4]. Group 3: Negotiation and Trade Relations - Trump expressed that the current trade relationships are not reciprocal and indicated that the 25% tariff is insufficient to correct trade imbalances [1][4]. - There is a possibility of negotiating lower tariffs if countries reconsider their tariff and non-tariff barriers [4]. Group 4: Ongoing Trade Agreements - The Trump administration has reached trade agreements with the UK and Vietnam, while negotiations with the EU are ongoing to maintain the current 10% tariff rate [5]. - A separate measure has been put in place for China, suspending the increase of additional tariffs until August 12 [6].

Group 1 - The U.S. Ambassador to Canada, Pete Hoekstra, expressed optimism about the trade negotiations between the U.S. and Canada, believing a fair agreement will be reached soon [1] - Hoekstra highlighted that both President Trump and Canadian Prime Minister Carney are negotiating for beneficial agreements for their respective countries, aiming for a "real win-win" situation [1] - Following the suspension of trade talks by Trump, Canada announced the cancellation of its digital services tax, aiming to finalize a trade agreement by July 21 [1] Group 2 - The background of the tariff dispute includes a trade agreement between the U.S., Canada, and Mexico, signed during Trump's first term, which was later disregarded by Trump in his second term [2] - In response to the U.S. imposing a 50% import tax on steel and aluminum, Canada implemented counter-tariffs on U.S. manufactured goods worth billions, including vehicles and consumer products [2] - Canadian Prime Minister Carney chose not to retaliate when Trump raised tariffs on steel and aluminum shortly after taking office [2]

Core Viewpoint - The article discusses the establishment of a dispute resolution panel by the WTO regarding Canada's imposition of additional tariffs on Chinese electric vehicles, steel, and aluminum products, which China claims violate GATT regulations [1][2][4]. Group 1: Dispute Background - On October 1, 2024, Canada officially implemented a 100% additional tariff on electric vehicles imported from China, followed by a 25% additional tariff on steel and aluminum products from China starting October 22, 2024 [3][5]. - China initiated a lawsuit at the WTO against Canada's unilateral and protectionist measures, asserting that these actions are inconsistent with WTO rules [3][6]. Group 2: Tariff Details - The dispute, numbered DS627, involves Canada's 100% additional tariff on all Chinese-made electric vehicles and a 25% tariff on steel and aluminum products [4][5]. - In 2023, the trade value affected by these measures was approximately $1.7 billion for electric vehicles, $950 million for steel products, and $720 million for aluminum products [10][11]. Group 3: Responses and Negotiations - China expressed willingness to engage in constructive dialogue with Canada despite the request for the establishment of an expert group [7][8]. - Canada maintains that its measures comply with GATT regulations and also expresses a desire for constructive dialogue with China [8]. Group 4: Countermeasures and Further Actions - In response to Canada's tariffs, China announced anti-discrimination measures, including a 100% tariff on certain Canadian imports such as canola oil and specific seafood products, effective March 20, 2025 [14][15]. - Canada argues that China's countermeasures exceed the commitments made under GATT and seeks expedited processing of the dispute due to the perishable nature of the goods involved [16][17]. Group 5: Future Implications - China's ambassador to Canada highlighted the potential for cooperation in the electric vehicle sector, emphasizing the benefits for both countries and the need for a fair trade environment [11]. - The article concludes with the assertion that the resolution of these disputes hinges on Canada's actions regarding the discriminatory tariffs imposed on Chinese products [19].