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美国汉堡包,要涨价了
财联社· 2025-07-11 05:42
Core Viewpoint - The proposed 50% tariff on Brazilian beef imports by the Trump administration could significantly increase hamburger prices in the U.S. due to declining domestic beef production and increased reliance on imports [1][2]. Group 1: Impact on Beef Prices - U.S. beef prices have reached record levels this year, with total production expected to decline by 2% to 26.4 million pounds, as farmers have reduced the cattle herd to the lowest level in over 70 years [1]. - The imposition of a 50% tariff would raise the effective tariff rate on Brazilian beef imports to approximately 76% for the remainder of the year [2]. Group 2: Supply Chain Adjustments - Food manufacturers are increasing imports, with U.S. imports of Brazilian beef more than doubling in the first five months of the year to 175,063 tons, accounting for 21% of total U.S. beef imports [1]. - Analysts suggest that importers may seek to source beef from higher-cost suppliers in Australia, Argentina, Paraguay, and Uruguay due to the increased tariffs [3]. Group 3: Restaurant Industry Implications - The increased tariffs may lead to changes in restaurant menus and food costs as establishments search for new suppliers to maintain stable supply chains [4]. - The National Restaurant Association indicates that restaurants across the country rely on a stable supply of imported goods that cannot be produced domestically [3].
英欧峰会“重置”双方关系 双方在经贸、防务、青年交流等多个领域达成共识
Ren Min Ri Bao· 2025-05-29 22:09
Economic Agreements - The UK and EU have signed a new 12-year fisheries agreement, ensuring sustainable access for UK fishing vessels to EU waters while maintaining existing quotas for EU vessels in UK waters, providing a stable foundation for both fisheries [1] - A plant and animal health agreement has been reached, simplifying food export procedures from the UK to the EU, which is expected to facilitate the re-entry of UK products like hamburgers and sausages into the EU market, promoting bilateral trade [1] - The agreements are projected to boost the UK economy by nearly £9 billion (approximately $12 billion) by 2040, injecting new vitality into economic recovery and development [3] Defense Cooperation - A security and defense cooperation framework agreement has been established, allowing the UK to participate in the EU's €150 billion joint arms procurement program, enhancing the UK's military capabilities and overall European defense collaboration [2] Youth and Cultural Exchange - The launch of a "Youth Mobility Scheme" will allow young people from the UK and EU to work and study in each other's countries for up to three years, with set limits on mobility and duration [2] - The UK will rejoin the EU's student exchange program, providing more opportunities for youth learning and cultural exchange, while the EU will ease travel restrictions for UK travelers in the Schengen area [2] Diplomatic Context - The recent agreements mark a return to pragmatic diplomacy for the ruling UK Labour Party, highlighting the importance of strengthening cooperation in light of changing international dynamics [3] - Despite the agreements, significant unresolved issues remain, such as the Northern Ireland border and Gibraltar sovereignty, indicating that the real test of UK-EU relations is just beginning [3]
动态 | 青岛啤酒将整合旗下饮料业务;贵州茅台称目前没有港股上市的相关计划
Sou Hu Cai Jing· 2025-05-13 14:27
Company Developments - Luckin Coffee has launched a new round of franchise recruitment, targeting over 800 specific locations across 186 cities in China, with more than 500 locations already approved and over 400 stores opened as of April this year [1] - Three Squirrels has acknowledged a reduction in the number of distributors, with a 20% decrease over the past two years, and plans to optimize distributor management services to enhance cooperation and satisfaction [3] - BR Foods from Brazil plans to open a factory in China on May 15, focusing on producing hamburgers, chicken nuggets, and bacon using Brazilian meat [4] - Qingdao Beer Group will integrate its beverage business after merging with Qingdao Beverage Group, ensuring no competition among similar products [4] - Kweichow Moutai has stated there are currently no plans for a Hong Kong stock listing [5] - Anheuser-Busch announced a $300 million investment plan in its U.S. factories, equivalent to approximately 2.1 billion RMB, as part of a broader strategy to enhance operations and meet consumer demands [5] Industry Trends - The Chinese beverage industry is undergoing significant changes, with five major shifts identified: global upheaval, China's rise, a new industrial cycle, technological advancements, and changes in the new generation [3][4] - Nestlé Italy is focusing on the silver economy, with 35%-38% of sales coming from consumers aged 50-65, and plans to invest 1.5%-2% of revenue in R&D to improve product quality for older consumers [6] - Ferrero North America is set to launch its largest innovation initiative, introducing new square-shaped Ferrero Rocher chocolates and a new peanut flavor of Nutella [6] Regulatory and Economic Developments - The U.S. and China have made significant progress in trade talks, with the U.S. canceling 91% of tariffs and China reciprocating, which is expected to benefit producers and consumers in both countries [8]