SHMET 网讯：7月31日（周四），美国总统特朗普周三宣布将对进口半成品铜等产品征收50%关税，但此举对墨西哥会产生怎样的影响呢？ 这是因为墨西哥是向美国供应铜制品的第三大供应国，仅在2024年就出口了9.76亿美元，低于智利（排名第一，出口额61.17亿美元）和加拿大（39.94亿美 元）。 然而，2025年前五个月，墨西哥对美国的铜产品出口较去年同期增长12%，由此墨西哥获得了4.19亿美元的收入。 对进口半成品铜等产品征收50%关税不仅将影响墨西哥或上述国家，并且可能引发美国国内贸易商之间的竞争。 正如他多次所说，在特朗普的第二个任期内，"关税"这个词成了他的常用词汇，针对各类商品（如钢铁，如今还有铜）实施了征收关税的措施。 此前据证券时报网报道，美国白宫30日表示，特朗普签署了一项公告，宣布对几类进口铜产品征收关税。公告显示，将自8月1日起对进口半成品铜产品（例 如铜管、铜线、铜棒、铜板和铜管）及铜密集型衍生产品（例如管件、电缆、连接器和电气元件）普遍征收50%的关税。 白宫表示，铜输入材料（例如铜矿石、精矿、锍铜、阴极铜和阳极铜）和铜废料不受"232条款"或对等关税约束。 特朗普此前声称，铜进口导 ...

Group 1 - The exclusion of refined copper from the tariff plan led to a significant drop in copper prices, with New York copper prices falling approximately 20% in a matter of minutes, marking the largest single-day decline in history [1] - Freeport-McMoRan Inc. saw its stock price drop by about 10%, while Southern Copper's stock fell over 6%, indicating a weakening of the premium on U.S. copper prices [3] - The decision to exclude refined copper is seen as a positive development for companies like Codelco, which exports refined copper to the U.S., as stated by Codelco's chairman [3] Group 2 - Starting August 1, a 50% tariff will be imposed on various imported copper products, including semi-finished copper products and copper-intensive derivatives, while raw copper materials and scrap copper will not be subject to these tariffs [4] - The new tariffs are part of a broader strategy by the Trump administration to boost domestic industries and address trade imbalances, following previous tariffs on steel and aluminum [4] - The U.S. currently relies on imports for about half of its copper, with a significant portion coming from Chile, highlighting the importance of global trade flows for this metal [7] Group 3 - The decision to differentiate between refined copper and semi-finished copper in the tariff policy was influenced by lobbying from the copper industry, as there is a belief that the U.S. lacks sufficient capacity to immediately replace all copper imports [6] - The exclusion of refined copper from tariffs is expected to disrupt global copper trade flows, as recent shipments to the U.S. may be redirected for re-export [5]

当地时间周三，美国总统特朗普将最主要的精炼铜进口形式排除在关税计划之外后，纽约铜价在数分钟内暴跌逾18%。 美国Comex铜期货价格暴跌，创下历史最大单日跌幅。在周三下午之前，美国铜价一直比伦敦金属交易所（LME）的基准铜期货高出约28%，市场原本预期 所有精炼金属进口都将被征税。 | | रे | 1 | 5 | 15 | | | 5H 1D 1W | 30 | 1H | 1M | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | | Copper Futures ↓ 4.6055 -1.0200 (-18.13%) | | | | | | | | | | | | | N N | | | | | | | | Investing.com | | | | | | | | | 此外，美国铜生产商自由港迈克墨伦公司（Freeport-McMoRan Inc.）股价下跌约10%，Southern Copper公司股价跌超6%。最新公告削弱了美国铜价的溢价。 而对主要向美国出口精炼铜的公司——如智利国有铜业公司Co ...