Group 1 - The core viewpoint of the news is that China's preliminary anti-dumping ruling on imported pork from the EU is expected to create a favorable configuration opportunity for the domestic pig farming sector, leading to price increases in the industry [1][2] - The Ministry of Commerce of China announced a preliminary ruling on September 5, 2025, recognizing that imported pork and related products from the EU are being dumped, and will implement temporary anti-dumping measures starting September 10, 2025, with deposit rates ranging from 15.6% to 62.4% [1] - The livestock ETF (159867) rose by 2.60%, reflecting positive market sentiment towards the pig farming sector following the anti-dumping announcement [1] Group 2 - Open Source Securities noted that over 50% of China's imported pork and offal comes from the EU, and the anti-dumping measures may drive domestic pork prices higher, indicating a potential bottoming out of prices [2] - As temperatures cool, demand for pork is expected to improve, leading to tighter market supply of large pigs and an expansion of price differentials for fat pigs [2] - The China Livestock Breeding Index (930707) includes companies involved in livestock feed, veterinary drugs, and breeding, with the top ten weighted stocks accounting for 65.57% of the index [2]

9月3日，欧盟外交与安全政策高级代表卡拉斯发表了一篇极具争议性的讲话，将中国与俄罗斯、伊朗、朝鲜等国家强行归类为所谓的\"专制联盟\"，并毫无 根据地指责中国\"挑战国际秩序\"。这番言论立即在国际社会引发轩然大波。值得注意的是，就在这番言论发表后不到24小时，中国商务部就迅速作出回 应，宣布将对欧盟出口的猪肉及猪副产品征收反倾销保证金，这一精准而迅速的反制措施，充分展现了中国维护国家尊严的坚定立场。 这场外交风波背后究竟暗藏怎样的玄机？让我们深入剖析事件的来龙去脉。9月3日当天，卡拉斯在布鲁塞尔发表公开声明，其言辞之尖锐令人咋舌。她不仅 将中国与多个西方国家长期制裁的国家相提并论，更危言耸听地声称中国正在\"挑战基于规则的国际秩序\"。这番充满意识形态偏见的言论，明显是在刻意 制造东西方对立，将中国置于西方世界的对立面。值得注意的是，9月3日恰逢中国抗日战争胜利纪念日，欧盟选择在这一敏感时刻发表如此不当言论，其用 心令人深思。 深入分析卡拉斯的言论，不难发现其背后暗藏玄机。她刻意将中国与伊朗、朝鲜等受西方制裁国家相提并论，试图在国际舆论场塑造中国\"专制国家\"的负 面形象，进而将其上升到\"挑战国际秩序\ ...

【文/观察者网 王恺雯】中国商务部9月5日发布公告，初步裁定原产于欧盟的进口相关猪肉及猪副产品在中国存在 倾销，决定以保证金形式实施临时反倾销措施。 据商务部有关负责人披露，欧盟有关公司面临的税率将介于15.6%-62.4%。 彭博社、英国《金融时报》等外媒分析，中国的反倾销措施将进一步打击本就陷入困境的欧盟养殖户。欧盟方面5 日表示，正研究中方的反倾销裁决。 彭博社称，眼下欧盟生猪养殖户正努力应对需求放缓和疫情爆发带来的影响，高额关税将给他们带来进一步打击。 欧盟是仅次于中国的全球第二大猪肉生产地，也是猪肉及猪肉制品的最大出口方。《金融时报》指出，中方宣布对 欧盟猪肉采取反倾销措施之际，欧盟的养殖户正面临成本上涨、价格下跌以及出口减少的压力。 报道称，欧盟猪肉出口减少主要是由于中国内地和香港地区猪肉进口量的下降。随着中国内地生猪存栏量不断增 长，2024年中国内地及香港地区购买了118万吨欧盟猪肉产品，远低于2020年的360万吨。尽管如此，中国仍是欧盟 猪肉的最大市场。 值得一提的是，中国从欧盟进口的猪肉产品中，包括猪耳朵、猪鼻子和猪脚等在欧洲不受青睐的部位。分析人士 说，向中国出口这些部位有助于提高整猪 ...

中国有句老话说的好，年轻人始终是年轻人，姜还是老的辣！ 我先丢出结论，卡拉斯的一时口快，不仅暴露了其"井底之蛙的偏见、夜郎自大的傲慢"（中国外交部原话），更让欧盟陷入了"经济受损+内部分裂"的双重 困境。中方的反制既捍卫了历史真相，也保护了自身经济利益，可谓一举两得。这场外交风波再次证明：国际交往中，尊重事实和相互尊重才是硬道理。 特朗普在2025年9月4日与欧洲领导人的一次视频会议中，以异常强硬的姿态连续下达了两道"死命令"：一是要求欧洲立即停止购买俄罗斯石油，二是要求欧 洲加大对中国的经济施压。 尽管多数欧盟国家在2022-2023年已停止进口俄罗斯原油和燃料，但匈牙利、斯洛伐克等国仍在进口，且存在通过印度等第三国转买俄罗斯石油的现象。俄 石油物美价廉，立即切断将推高欧洲能源价格，加剧通胀，冲击工业和民生。 怎么说呢？特朗普的命令和可能引发的中欧贸易摩擦，其冲击波正沿着地缘经济的脉络扩散。若全球供应链真的陷入"新冷战"式的阵营分割，最终可能没有 赢家，并将延缓新能源、人工智能等领域的技术进步。欧洲一直以来强调对华"去风险"，但在实际行动中，如何定义和操作风险却绝非易事，一刀切的做法 可能反而会带来更大的风 ...

公告称，调查机关初步认定，原产于欧盟的进口相关猪肉及猪副产品存在倾销，国内产业受到实质损 害，而且倾销与实质损害之间存在因果关系。 来源：中国新闻网 编辑：王永乐 据此，调查机关决定以保证金形式实施临时反倾销措施。自2025年9月10日起，进口经营者在进口被调 查产品时，应依据初裁决定所确定的各公司的保证金比率向中国海关提供相应的保证金。 商务部贸易救济调查局负责人提到，基于公司提交的答卷信息，初步裁定被抽样公司的税率分别为，西 班牙里泰拉肉类公司15.6%、丹麦皇冠公司31.3%、荷兰维扬博克斯特公司32.7%，配合调查的其他欧盟 公司将统一适用20.0%的税率，未配合调查的其他欧盟公司将适用62.4%的税率。 该负责人强调，中方一贯审慎、克制使用贸易救济措施。2025年以来，中方未对欧发起任何新调查，仅 对白兰地、共聚聚甲醛2起反倾销案件作出终裁。其中，在白兰地案中，调查机关充分考虑欧盟企业诉 求，以达成价格承诺协议方式结案。而同期欧盟对中国发起6起反倾销原审调查，对中国16起案件作出 初裁并征收临时反倾销税，对12起案件作出终裁并正式征税。 负责人说，中方始终反对滥用贸易救济措施，愿与欧方通过对话协商妥 ...

Core Viewpoint - The Chinese Ministry of Commerce has initiated a preliminary anti-dumping investigation into imported pork and pork products from the European Union, deciding to implement temporary anti-dumping measures based on initial findings [1][2] Group 1: Investigation Details - The investigation was launched on June 17, 2024, following a request from the domestic industry, and the deadline for the investigation has been extended to December 16, 2025 [1] - The investigation process included issuing questionnaires, gathering opinions, visiting domestic enterprises, and conducting on-site checks of EU companies, ensuring transparency and protection of stakeholders' rights [1] - Preliminary results indicate that dumping behavior by EU products has been established, along with damage to the domestic industry and a causal relationship between the two [1] Group 2: Preliminary Ruling and Tariffs - The preliminary ruling announced on September 5, 2025, includes temporary anti-dumping measures in the form of a cash deposit [1] - The determined tax rates for sampled companies are as follows: 15.6% for Spain's Litera Meat Company, 31.3% for Denmark's Crown Company, and 32.7% for the Netherlands' Vion Boxtel Company [1] - Other cooperating EU companies will face a uniform tax rate of 20.0%, while non-cooperating companies will be subjected to a rate of 62.4% [1] Group 3: Trade Relations and Future Actions - The Chinese side emphasizes a cautious and restrained approach to trade remedy measures, having not initiated any new investigations against the EU since 2025, except for two cases [2] - The EU has initiated six anti-dumping investigations against China during the same period, leading to multiple preliminary rulings and the imposition of temporary anti-dumping duties [2] - The Chinese Ministry of Commerce expresses a willingness to resolve trade frictions through dialogue and cooperation, while committing to conduct investigations in accordance with relevant laws and WTO rules [2]

Core Viewpoint - The Ministry of Commerce has preliminarily determined that imported pork and pork by-products from the European Union are being dumped, causing substantial damage to the domestic industry, with a causal relationship established between dumping and the damage [1] Group 1: Investigation Findings - The investigation agency has found that there is dumping of relevant pork products from the EU [1] - Substantial damage to the domestic industry has been confirmed as a result of this dumping [1] - A causal relationship between the dumping and the substantial damage has been established [1] Group 2: Regulatory Actions - According to Articles 28 and 29 of the Anti-Dumping Regulations, the investigation agency has decided to implement temporary anti-dumping measures in the form of a cash deposit [1] - Starting from September 10, 2025, importers of the investigated products will be required to provide corresponding cash deposits to the Customs of the People's Republic of China based on the determined rates for each company [1]

立案后，调查机关通过发放问卷、听取评论意见、走访相关国内企业及对欧盟企业实地核查等方式进行 了调查。调查程序公开透明，充分保障了利害关系方权利。初步调查结果显示，欧盟相关产品的倾销行 为、对国内产业造成的损害以及二者之间的因果关系成立。据此，调查机关于2025年9月5日发布初裁公 告，决定以保证金形式实施临时反倾销措施。 基于公司提交的答卷信息，我们初步裁定被抽样公司的税率分别为，西班牙里泰拉肉类公司15.6%、丹 麦皇冠公司31.3%、荷兰维扬博克斯特公司32.7%，配合调查的其他欧盟公司将统一适用20.0%的税率， 未配合调查的其他欧盟公司将适用62.4%的税率。 调查机关发布初裁公告，决定以保证金形式实施临时反倾销措施。 9月5日，商务部贸易救济调查局负责人就对原产于欧盟的进口猪肉及猪副产品反倾销调查初裁答记者 问。 问：我们注意到商务部公布了对原产于欧盟的进口猪肉及猪副产品反倾销调查初裁，决定采取临时反倾 销措施，可以详细介绍一下吗？ 答：应国内产业申请，2024年6月17日，商务部对原产于欧盟的进口猪肉及猪副产品发起反倾销调查。 2025年6月10日，商务部发布延期公告，将该案调查期限延长至2025 ...

Core Viewpoint - The Ministry of Commerce of China has initiated a preliminary anti-dumping investigation into imported pork and pork products from the European Union, deciding to implement temporary anti-dumping measures based on initial findings [1]. Group 1: Investigation Details - The anti-dumping investigation was launched on June 17, 2024, following a request from the domestic industry [1]. - The investigation period was extended to December 16, 2025, as announced on June 10, 2025 [1]. - The investigation process included issuing questionnaires, gathering opinions, visiting domestic enterprises, and conducting on-site checks of EU companies, ensuring transparency and protection of stakeholders' rights [1]. Group 2: Preliminary Findings - Initial findings indicate that dumping activities by EU companies have caused damage to the domestic industry, establishing a causal relationship [1]. - The preliminary ruling, announced on September 5, 2025, includes temporary anti-dumping measures in the form of a cash deposit [1]. - The preliminary tax rates for sampled companies are as follows: 15.6% for Spain's Litera Meat Company, 31.3% for Denmark's Crown Company, and 32.7% for the Netherlands' Vion Foods. Other cooperating EU companies will face a uniform rate of 20.0%, while non-cooperating companies will be subject to a rate of 62.4% [1]. Group 3: Trade Relations Context - China has exercised caution and restraint in using trade remedy measures, having not initiated any new investigations against the EU since 2025, except for two cases involving brandy and formaldehyde [2]. - The EU has initiated six anti-dumping investigations against China and has imposed temporary anti-dumping duties on 16 cases, with final rulings on 12 cases [2]. - China opposes the abuse of trade remedy measures and is open to dialogue with the EU to resolve trade frictions and maintain overall economic cooperation [2].

Core Viewpoint - The Ministry of Commerce has announced a preliminary ruling on the anti-dumping investigation of imported pork and pork products from the European Union, indicating that such imports are being sold at dumped prices, causing substantial harm to the domestic industry, with a causal relationship established between dumping and the harm [1] Group 1: Investigation Findings - The investigation agency has preliminarily determined that imported pork and pork products from the EU are being dumped [1] - There is substantial damage to the domestic industry due to these dumped imports [1] - A causal relationship exists between the dumping practices and the substantial harm experienced by the domestic industry [1] Group 2: Regulatory Actions - The investigation agency has decided to implement temporary anti-dumping measures in the form of a cash deposit [1] - Starting from September 10, 2025, importers of the investigated products will be required to provide a cash deposit to the Customs of the People's Republic of China based on the determined rates for each company [1]