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Vatee外汇:为什么特朗普的关税让欧洲废金属出口暴增?
Sou Hu Cai Jing· 2025-06-24 11:19
美国总统特朗普决定对进口钢铁和铝征收50%的高额关税后,全球金属贸易格局正在被重新洗牌,最直 接的影响之一便是欧洲废金属出口对美激增。据欧洲铝业协会的数据,2025年前三个月,欧洲对美废金 属出口同比增长近两倍,达到6,028公吨,虽然从绝对数量上看并不算庞大,但其增速却异常显眼,反 映出"免关税废料"在市场中迅速蹿红的现实逻辑。 欧洲金属行业对此反应迅速,多家金属生产商呼吁欧盟在"未来几周"内出台管控措施,或对废金属征收 出口关税,以防止"绿色资产"外流加剧本地供应紧张。实际上,这也反映出一个更深层次的矛盾:当环 保政策与全球市场定价机制发生冲突时,如何平衡产业安全、资源主权和自由贸易,是政策制定者必须 直面的难题。 Vatee外汇认为更值得警惕的是,如果废金属大量流向美国成为常态,欧洲原本寄望于"循环经济"的产 业逻辑可能会被迫重写。一方面是资源回收成本上升和产业链断点的风险,另一方面则是中长期内碳排 目标难以兑现所带来的系统性政策挑战。尽管欧盟已尝试通过《关键原材料法案》等制度性安排保障关 键资源供应,但眼下的市场反应无疑说明,现有机制尚不足以有效应对短期贸易冲击。 回到国际层面,特朗普的关税再次显示出 ...
关税引爆废金属“赴美狂潮” 生产商敦促欧盟限制出口
news flash· 2025-06-24 08:20
智通财经6月24日电,欧盟的金属生产商正在游说欧盟"在未来几周"对废金属出口征收出口关税或实施 限制,以应对特朗普政府贸易政策引发的废金属大量涌入美国的局面。特朗普对进口钢铁和铝征收50% 的关税,这增加了对免关税废金属的需求,并大幅推高了价格。欧洲金属生产商警告称,废料将出现短 缺,碳排放战略将被颠覆。 关税引爆废金属"赴美狂潮" 生产商敦促欧盟限制出口 ...
2025年八大行业买家报告-百度爱采购
Sou Hu Cai Jing· 2025-06-14 02:55
Group 1: Overall Characteristics of B2B Industry - The B2B platform has become a crucial link for transactions between enterprises, driven by digitalization, with procurement demand concentrated in economically developed eastern coastal regions and traditional industrial clusters such as Guangdong, Shandong, Jiangsu, Hebei, and Henan [1] - Procurement decisions are characterized by rationality and professionalism, with product matching and enterprise reliability being core factors, while price-performance ratio and service guarantees are secondary considerations [1][23] - Procurement behavior shows a preference for online consultations followed by phone follow-ups, with online consultations being favored for their immediacy and efficiency, necessitating the establishment of a professional service response system [1][28] Group 2: Industry-Specific Analysis Mechanical Equipment Industry - Peak traffic periods are in March-April and July-September, aligning with the construction and sales seasons of engineering machinery, supported by policy and infrastructure funding [2] - Major procurement regions are concentrated in eastern coastal and central-western industrial provinces, with Guangdong, Shandong, and Jiangsu leading in traffic [2] Building Materials and Home Decoration Industry - Spring and autumn are peak seasons for material procurement due to favorable construction conditions, with demand concentrated in economically active and densely populated areas [3] - Key product demands include both industrial practicality and high-end decoration, with lighting fixtures, roofing materials, and commercial office furniture identified as opportunity categories [3] Chemical Energy Industry - Traffic peaks occur in March-April and July-September, influenced by energy demand and price cycles, with major demand in high-end manufacturing sectors such as electronics and pharmaceuticals [4] - Opportunity categories include chemical reagents and organic chemicals [4] Hardware and Electrical Equipment Industry - Demand peaks in spring and autumn due to construction and infrastructure projects, with coastal manufacturing provinces as primary demand sources [5][8] - Key opportunity categories include hardware accessories, electric tools, and manual tools [5] Metallurgical Steel Industry - Traffic peaks in March-April and July-September, driven by engineering commencement, equipment updates, and export preparations [6] - Opportunity categories include scrap metal, minerals, and special steel [6] Instrumentation Industry - Peak traffic occurs during summer due to equipment upgrades, with coastal regions leading and specialized instruments for environmental testing and life sciences identified as opportunity categories [7] Electronic Components Industry - Demand peaks in March-April and July-September, influenced by consumer electronics cycles and factory renovations, with Guangdong as the primary demand region [8] - Key opportunity categories include core components for industrial automation and new energy-related demands [8] Electrical Engineering Industry - Traffic peaks in March-April and July-September, driven by power investment and infrastructure cycles, with eastern regions leading and mid-western regions collaborating [8] - Opportunity categories include low and medium voltage electrical equipment, batteries, and industrial control systems [8]
欧元兑美元短线波动不大,报道称欧盟提议如果谈判失败,对价值950亿欧元的美国商品采取关税措施
news flash· 2025-05-08 12:09
Group 1 - The euro to dollar exchange rate shows little short-term volatility, currently at 1.1296 [1] - The European Union proposed tariffs on $95 billion worth of U.S. goods if negotiations fail [1] - The EU's tariff plan includes aircraft, automobiles, and bourbon whiskey [1] Group 2 - The EU is considering export restrictions on $4.4 billion worth of scrap metal and chemicals to the U.S. [1] - The tariff plan also covers meat, fish, and agricultural products [1] - The EU will initiate a dispute resolution process against the U.S. regarding automotive and reciprocal tariff issues at the World Trade Organization [1]