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前七月陕西外贸进出口势头良好进出口总额同比增长9.6%
Shang Wu Bu Wang Zhan· 2025-08-22 07:17
据西安海关消息:今年1月至7月,陕西进出口总额2894.8亿元,同比增长9.6%,高出全国6.1个百分 点,增速居全国第十位。其中,出口2013.7亿元,同比增长13%;进口881.1亿元,同比增长2.4%,同期 贸易顺差1132.6亿元。一是从贸易结构看,加工贸易进出口1292.8亿元,同比增长2.5%,占全省进出口 总额的44.7%;一般贸易进出口1134.1亿元,同比增长15.3%,占全省进出口总额的39.2%;保税物流进 出口346.3亿元,同比增长1%,占全省进出口总额的12%。二是从贸易伙伴看,陕西对欧盟进出口363亿 元,同比增长40.9%;对东盟进出口469.9亿元,同比增长20.4%;对中国台湾进出口366.3亿元,同比增 长73.9%;对中国香港进出口162亿元,同比增长10.9%;对美国进出口161.4亿元;对共建"一带一路"国 家进出口1566亿元;对RCEP其他国家进出口1082.4亿元。三是从企业和产品看,外商投资企业进出口 1681.6亿元,同比增长16.2%,占全省进出口总额的58.1%。机电产品出口1730.4亿元,同比增长 14.8%,占全省出口总额的85.9%。机电产品进 ...
7月出口降幅4年来最大 美国关税政策或将影响日本经济增长
Sou Hu Cai Jing· 2025-08-21 17:28
数据显示,日本对美国汽车、汽车零部件和半导体制造设备等出口显著下降,其中汽车出口额降幅达到28.4%。 日本横滨:大黑码头停放新车 对外贸易是日本经济的重要支柱。7月贸易数据公布后,不少媒体对日本经济能否保持增长感到担忧。中国国际问题研究院亚太所特聘研究员项昊 宇认为,出口额的下降将会对日本的经济产生多方面的影响: 第三,对就业和家庭收入的传导效应。经济的负面影响最终会传导到普通民众身上,尤其是就业市场。特别是汽车行业是日本最重要的就业来 源,企业长期面临盈利和生产的双重压力,可能会冻结招聘,甚至进行裁员,这将增加失业率。 日本财务省20日公布的7月贸易统计结果显示,受美国关税政策影响,7月日本整体出口额出现4年多来最大降幅,其中对美出口额连续4个月同比 下降。 第四,会对贸易平衡和日元汇率产生潜在的影响。出口下降可能导致日本的贸易逆差扩大或者顺差缩小。理论上,这可能会导致日元贬值,这就 可能影响到日元的购买力和日本的长期国际竞争力。 首先,是对企业盈利的直接冲击。为了应对美国关税,保持在美国市场的竞争力,日本汽车制造商被迫降价销售。这意味着即便销量不变的话, 单车利润也会下降,这直接损害了丰田、本田、日产等 ...
日本7月对美汽车出口额下跌28.4%
Cai Jing Wang· 2025-08-21 03:09
Core Insights - Japan's exports to the United States have significantly declined due to tariff policies, with an overall decrease of 10.1% year-on-year in July [1] - The automotive sector has been particularly affected, with car exports dropping by 28.4% and auto parts exports decreasing by 17.4% [1] Export Data Summary - Overall exports from Japan to the U.S. in July decreased by 10.1% year-on-year [1] - Exports of automobiles from Japan to the U.S. fell by 28.4% [1] - Exports of automotive parts from Japan to the U.S. declined by 17.4% [1]
前7月广东外贸进出口增长4.3% 民企占比超六成
Core Insights - Guangdong's foreign trade import and export reached 5.4 trillion RMB in the first seven months of the year, growing by 4.3% year-on-year, which is 0.8 percentage points faster than the national average, accounting for 21% of the national total [1] Group 1: Trade Performance - Exports totaled 3.44 trillion RMB, an increase of 1.7%, while imports reached 1.96 trillion RMB, growing by 9.3% [1] - The import of electromechanical products significantly contributed to trade growth, with imports amounting to 1.37 trillion RMB, a 17.4% increase, making up 70% of total imports [1] - Key imports included integrated circuits (718.18 billion RMB, +15.2%), computers and components (220.23 billion RMB, +60%), and semiconductor manufacturing equipment (49.49 billion RMB, +48.7%) [1] Group 2: Export Dynamics - The export of electromechanical products rose to 2.33 trillion RMB, a 7.4% increase, representing 67.8% of total exports, up 3.6 percentage points from the previous year [2] - Notable export growth was seen in computers and components (252.14 billion RMB, +12.5%), electrical equipment (245.16 billion RMB, +18%), and integrated circuits (202.88 billion RMB, +30.9%) [2] - Labor-intensive product exports decreased by 9.2% to 428.97 billion RMB, accounting for 12.5% of total exports [2] Group 3: Trade Partners - ASEAN emerged as Guangdong's largest trading partner with trade reaching 889.23 billion RMB, a growth of 5.8% [3] - Hong Kong ranked second with 675.48 billion RMB in trade, growing by 8.5%, while the EU was third with 643.05 billion RMB, increasing by 7.8% [3] - Trade with countries involved in the Belt and Road Initiative amounted to 2.1 trillion RMB, a 4% increase, representing 39% of Guangdong's total trade [3]
前7月广东外贸进出口增长4.3%,民企占比超六成
8月12日,南方财经记者从海关总署广东分署获悉,今年前7个月,广东外贸进出口5.4万亿元人民币, 较去年同期(下同)增长4.3%,增速快于全国0.8个百分点,占全国外贸总值的21%。其中,出口3.44万 亿元,增长1.7%;进口1.96万亿元,增长9.3%。 贸易伙伴方面,东盟、中国香港、欧盟等主要贸易伙伴表现良好。前7个月,东盟为广东第一大贸易伙 伴,广东对东盟进出口8892.3亿元,增长5.8%;中国香港为第二大贸易伙伴,进出口6754.8亿元,增长 8.5%;欧盟为第三大贸易伙伴,进出口6430.5亿元,增长7.8%。同期,广东对共建"一带一路"国家进出 口2.1万亿元,增长4%,占广东进出口总值的39%。 值得注意的是,进口机电产品对外贸进出口增长贡献突出。前7个月,广东进口机电产品1.37万亿元, 增长17.4%,占广东进口总值的70%,带动广东整体进口增长11.3个百分点。其中,集成电路、电脑及 其零部件、半导体制造设备分别进口7181.8亿元、2202.3亿元、494.9亿元,分别增长15.2%、60%、 48.7%。同期,粮食、食用水产品、乳品、美容化妆品及洗护用品等民生消费品分别进口243亿 ...
日本对美出口连续3个月同比下降
Xin Hua Wang· 2025-08-12 06:37
Core Viewpoint - Japan's exports to the United States have been significantly impacted by U.S. tariff policies, particularly in the automotive sector, leading to a continuous decline in export figures for three consecutive months [1] Export Performance - In June, Japan's automotive exports to the U.S. decreased by 26.7% year-on-year, contributing to an overall decline in exports to the U.S. of 11.4%, amounting to 1.71 trillion yen (approximately 11.55 billion USD) [1] - Japan's total exports in June fell by 0.5% year-on-year to 9.16 trillion yen, marking the second consecutive month of decline [1] Trade Balance - For the first half of the year, Japan's total exports increased by 3.6% year-on-year, driven by growth in semiconductor manufacturing equipment, automobiles, and food exports [1] - Conversely, Japan's total imports rose by 1.3% year-on-year, influenced by increased imports of pharmaceuticals, communication equipment, and computers [1] - Japan's trade deficit expanded to 2.22 trillion yen in the first half of the year, while a trade surplus of 4.13 trillion yen was recorded with the U.S. [1] Impact of Tariffs - Automotive and automotive parts account for approximately one-third of Japan's exports to the U.S., and the 25% tariff on imported vehicles has had a substantial negative impact on these exports [1] - In response to U.S. tariff policies, Japanese automakers are compelled to lower prices or prioritize the export of lower-priced models, which is likely to squeeze profit margins for manufacturers [1]
Tokyo Electron前员工涉及获取台积电机密
日经中文网· 2025-08-08 02:51
Tokyo Electron在台湾的办公地点(8月6日,台湾新竹) 在被扣留的3人中,两人是台积电的员工,1人是以前曾在台积电任职的Tokyo Electron的技术人员。台 积电的员工涉嫌将机密信息拍成照片等泄露给Tokyo Electron的技术人员…… 日本大型半导体设备企业Tokyo Electron于8月7日发布消息称,关于台湾当局以涉嫌非法获 取台积电(TSMC)机密信息为由展开调查的案件,已证实与Tokyo Electron台湾子公司的1 名前员工有关。台湾于2022年新设"经济间谍罪",正在致力于遏制技术外流。在台湾开展业 务的日本企业被要求进行严格的信息管理。 Tokyo Electron表示,涉案的前员工已被惩戒解雇,公司正在全面配合台湾司法部门的调 查。在Tokyo Electron的调查中,"目前并未发现相关机密信息泄露至外部"。 8月5日,台湾高等检察署发布消息称,已以涉嫌非法获取台积电的机密信息为由,扣留了台 积电的3名前员工。这些人涉嫌试图非法获取与2纳米尖端半导体相关的机密信息。 据当地媒体报道,在被扣留的3人中,两人是台积电的员工,1人是以前曾在台积电任职的 Tokyo El ...
美国商务部内部混乱,数千份出口许可被积压,包括英伟达芯片
Hua Er Jie Jian Wen· 2025-08-02 05:12
Core Points - The U.S. Department of Commerce's Bureau of Industry and Security is facing its most severe export license backlog in nearly 30 years, with thousands of applications, including those for high-value products like NVIDIA's AI chips, pending approval [1][2] - The backlog is attributed to internal management issues within the Bureau, which has failed to issue new regulations and has restricted communication with industry representatives, leading to a decline in efficiency and loss of expertise [1][3] Group 1: Export License Backlog - The current backlog of export license applications is the worst in over 30 years, with an average processing time of 38 days for each application in fiscal year 2023, totaling 37,943 applications processed and a rejection rate of 2% [2] - Delays in license approvals are putting U.S. companies at a competitive disadvantage globally, raising concerns among those advocating for stricter export controls and companies seeking overseas sales opportunities [1][2] Group 2: Management Issues - Jeffrey Kessler, the Deputy Secretary of the Bureau, has been criticized for micromanaging and lacking effective communication, which has further hampered the Bureau's operations [3] - Restrictions on communication with industry representatives and the requirement for meeting records have negatively impacted the Bureau's efficiency [3] Group 3: Regulatory Delays - The Bureau has delayed implementing regulatory changes, including the withdrawal and replacement of restrictions on AI chip exports, which were announced in May but have yet to be acted upon [3][4] - Other proposed rules, such as extending export restrictions to subsidiaries of companies already banned from receiving U.S. controlled exports, have also not been released [4]
半导体板块近期表现亮眼!产业进入复苏周期了吗?
Sou Hu Cai Jing· 2025-07-31 15:26
Group 1: Semiconductor Industry Outlook - SEMI predicts global semiconductor manufacturing equipment sales will reach a record $125.5 billion by 2025, a year-on-year increase of 7.4% [1] - The semiconductor sector has shown strong market performance, with the Shenwan Semiconductor Index rising 9.63% from June 6 to July 25 [1] - The AI-related concept indices have seen significant growth, with the Wind Deepseek concept index up over 52% year-to-date and the AI computing power concept index rising nearly 25% [1] Group 2: Automotive Industry Performance - In June 2025, the retail sales of passenger cars in China reached 2.08 million units, a year-on-year increase of 18.1% and a month-on-month increase of 7.6% [4] - The wholesale share of domestic brands in passenger cars was 67.1%, up 2.2% year-on-year, while the retail share was 64.2%, up 5.6% year-on-year [5] - Overall inventory of passenger car manufacturers decreased by 150,000 units in June, indicating reduced inventory pressure [5] Group 3: AI and Server Demand - AI server demand remains strong, with six Taiwanese ODM manufacturers reporting a combined revenue of NT$582.3 billion in June, a year-on-year increase of 88% [6] - Companies in downstream sectors such as chatbots and AI programming are experiencing rising average revenue rates and daily active user numbers [6] Group 4: Semiconductor Sales Growth - The global semiconductor sales reached $58.98 billion in May 2025, a year-on-year increase of 27.03%, marking a historical monthly high [7] - The Semiconductor Industry Association (SIA) forecasts global semiconductor sales to grow by 11.2% and 8.5% in 2025 and 2026, respectively [7] - The growth in both advanced and mature processes is driving strong momentum in the semiconductor industry [7]
Onto Innovation (ONTO) Rises As Market Takes a Dip: Key Facts
ZACKS· 2025-07-30 23:16
In the latest trading session, Onto Innovation (ONTO) closed at $102.31, marking a +1.38% move from the previous day. The stock outpaced the S&P 500's daily loss of 0.13%. At the same time, the Dow lost 0.39%, and the tech-heavy Nasdaq gained 0.15%. Coming into today, shares of the maker of semiconductor manufacturing equipment had gained 0.69% in the past month. In that same time, the Computer and Technology sector gained 4.69%, while the S&P 500 gained 3.39%. Investors will be eagerly watching for the per ...