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今年1至8月份韩出口持续增长
Shang Wu Bu Wang Zhan· 2025-10-09 16:55
(原标题:今年1至8月份韩出口持续增长) 其中,最大出口品类半导体因人工智能与数据中心需求激增、存储器价格反弹而创下历史新高。汽 车虽受美国关税影响导致对美出口下降,但凭借对欧盟、独联体等市场的扩张,整体实现正增长。相 反,钢铁因产业景气低迷及美方关税上调至50%而下滑,石油制品和石化则因国际油价下跌与全球需求 放缓而持续减少。 产业部预计9月前20日累计出口同比增长13.5%,半导体、汽车和生物健康等主要品类表现强劲,有望 实现出口连续四个月增长。贸易投资室长朴正成(音)表示,在美关税等不确定环境下,出口保持正增长 得益于企业竞争力与市场多元化努力。政府将基于本月初公布的美关税谈判后续支持措施,全力维持四 季度出口动能。 韩国《韩联社》9月22日报道,韩国产业通商资源部22日召开会议,审视主要品类出口趋势与风 险。尽管受到美国关税政策影响,今年1至8月韩国出口额仍同比增长0.9%,达到4538亿美元。15大主 要出口品类中,半导体(+16%)、汽车(+1%)、生物健康(+6%)等6类产品出口增加,而钢铁 (-7%)、石油制品(-15%)、石化(-12%)则下降。 ...
欧盟重启对伊朗制裁措施
中国基金报· 2025-10-02 04:44
Core Viewpoint - The European Union has reinstated a series of sanctions against Iran that were previously suspended due to the 2015 nuclear agreement [2] Group 1: Sanction Measures - The sanctions include travel bans, asset freezes, and economic and financial restrictions [2] - Specific measures prohibit the export of weapons and equipment related to nuclear activities to Iran [2] - Restrictions are placed on the import and transportation of oil, natural gas, and petrochemical products from Iran [2] Group 2: Financial and Trade Implications - The sanctions involve freezing assets of the Central Bank of Iran and major commercial banks [2] - Iranian cargo flights are banned from entering EU airports, impacting trade logistics [2]
海峡石油化工(00852) - (1)有关復牌进度之季度更新;(2) 独立法证调查之主要结果;及(3...
2025-09-30 08:50
香 港 交 易 及 結 算 所 有 限 公 司 及 香 港 聯 合 交 易 所 有 限 公 司 對 本 公 佈 之 內 容 概 不 負 責,對其準確性或完整性亦不發表任何聲明,並明確表示概不就因本公佈全部或 任何部分內容而產生或因倚賴該等內容而引致之任何損失承擔任何責任。 STRONG PETROCHEMICAL HOLDINGS LIMITED 海 峽 石 油 化 工 控 股 有 限 公 司* (於開曼群島註冊成立的有限公司) (股份代號:852) (1)有關復牌進度之季度更新; (2) 獨立法證調查之主要結果; 及 (3) 繼續暫停買賣 本 公 佈 乃 由 海 峽 石 油 化 工 控 股 有 限 公 司(「 本 公 司 」, 連 同 其 附 屬 公 司 統 稱「 本 集 團」)根據香港聯合交易所有限公司(「聯交所」)證券上市規則(「上市規則」)第13.09 條及香港法例第571章證券及期貨條例第XIVA部內幕消息條文( 定義見上市規則 ) 而作出。 茲提述本公司於二零二四年十月二日至二零二五年六月二十七日作出的多份公佈 (「該等公佈」),內容有關( 其中包括 ): * 僅供識別 – 1 – (1) 本 公 ...
美股异动|西方石油涨近3%,据报洽谈以至少100亿美元出售石化部门
Ge Long Hui· 2025-09-29 13:55
西方石油(OXY.US)涨近3%,报48.86美元。消息面上,西方石油正在洽谈出售其石化部门OxyChem,交 易作价至少达100亿美元。知情人士称,今次剥离资产将是这家美国公司迄今为止最大的一笔交易,并 将创建其中一家全球最大的独立石化公司,惟潜在买家尚未立即确定,预计数星期内有正式公布。(格 隆汇) ...
科威特拟提升石化产品产能
Zhong Guo Hua Gong Bao· 2025-09-26 03:17
阿鲁米指出,当前科威特的原油产能约为320万桶/日。阿鲁米强调,科威特仍认为"未来能源结构中石 油仍将占据主导地位",同时该国仍承诺在2060年前实现碳中和目标。 中化新网讯 9月23日,科威特石油部长塔里克·苏莱曼·阿鲁米表示,作为石油经济多元化举措的一部 分,科威特计划在2040年前将本国石化产品年产能提升至1450万吨。阿鲁米部长透露,这一产能目标将 得到原油产能规划的支撑,科威特计划在2035年前将原油日产能提升至400万桶。 根据科威特石油部数据,目前该国国有企业科威特综合石油工业公司(KIPIC)在国内外布局的项目,合 计石化年产能已超400万吨。KIPIC表示,计划建设的"祖尔石化综合体"将与祖尔炼油厂实现一体化运 营,投产后预计年产276万吨芳烃与聚丙烯(PP),以及170万吨汽油。不过,这个估算投资额达100亿美 元的项目,KIPIC尚未敲定最终投资决策,且在韩国SK工程建设公司与美国福陆公司退出竞标后,该项 目目前仍处于停滞状态。 ...
韩美关税磋商陷僵局,李在明发声:屈从美方会重演亚洲金融危机
Guo Ji Jin Rong Bao· 2025-09-22 15:06
Core Viewpoint - The increase in U.S. tariffs has led to a significant decline in South Korea's exports, raising concerns for the trade-dependent South Korean economy. Ongoing tariff negotiations between the U.S. and South Korea are currently at a standstill, with South Korean President Yoon Suk-yeol publicly questioning the U.S. demands as excessively harsh [1][3]. Export Decline - South Korea's exports have been adversely affected by U.S. tariff pressures, with a reported 10.6% year-on-year decline in total imports and exports for the first 20 days of September, compared to a 6% increase in August [2]. - Despite this, unadjusted figures show a 13.5% increase in exports and a 9.9% increase in imports for the same period, resulting in a trade surplus of $1.89 billion. Semiconductor exports remained strong, growing by 27%, while automotive exports increased by approximately 15% [2]. - The imposition of a 15% tariff on South Korean goods has created greater challenges for exporters, particularly as there are warnings that semiconductors may be included in future tariff lists [2]. Negotiation Stalemate - A preliminary agreement was reached in July, where South Korea committed to establishing a $350 billion investment fund in exchange for a reduction in U.S. tariffs from 25% to 15%. However, negotiations have stalled due to disagreements over the investment structure and the need for a currency swap agreement [4]. - U.S. Commerce Secretary Howard Lutnick emphasized that South Korea must accept the terms or face higher tariffs, citing Japan's acceptance of similar terms as a precedent [4]. Domestic Concerns - President Yoon expressed concerns that accepting U.S. demands without adequate safeguards could lead to a repeat of the 1997 Asian financial crisis, highlighting the disparity in foreign exchange reserves between South Korea and Japan [4]. - The South Korean government is monitoring export trends and seeking multilateral cooperation to mitigate the impact of tariffs, but there are fears that an expansion of tariffs could undermine the recovery of South Korean exports [3]. Labor Issues - Recent enforcement actions in Georgia against a South Korean battery plant, resulting in the detention of over 300 workers, have heightened diplomatic tensions and added uncertainty to trade negotiations. President Yoon expressed anger over the treatment of workers but maintained that this incident would not damage the bilateral alliance [6].
美国关税冲击显现 韩国9月早期出口同比下降近11%
贝塔投资智库· 2025-09-22 04:00
Core Viewpoint - The article highlights the significant decline in South Korea's exports in September due to the impact of U.S. tariffs, raising concerns for the trade-dependent South Korean economy [2][4]. Export Performance - South Korea's exports for the first 20 days of September fell by 10.6% year-on-year, while the adjusted export figure for August showed a growth of 6% [2]. - Unadjusted export figures for September indicated a growth of 13.5%, with total imports increasing by 9.9%, resulting in a trade surplus of $1.89 billion [2]. Sector Analysis - Semiconductor exports, a key driver for this year's exports, grew by 27%, continuing the 30% increase seen in August, while automotive exports rose by approximately 15% [4]. - However, petrochemical products are facing challenges due to tariffs and weak global demand [4]. Tariff Impact - The implementation of a 15% general tariff by the U.S. on South Korean goods has created difficulties for exporters, despite smartphones and laptops remaining unaffected [4]. - There is a looming threat of expanded tariffs on semiconductors, as indicated by warnings from former President Trump [4]. Market Sentiment - The uncertainty surrounding trade relations has dampened market sentiment, exacerbated by recent immigration enforcement actions that led to the detention of over 300 South Korean workers in Georgia [4].
美国关税冲击显现 韩国9月早期出口同比下降近11%
Zhi Tong Cai Jing· 2025-09-22 02:18
Group 1 - South Korea's exports saw a significant decline in September, with a year-on-year decrease of 10.6% for the first 20 days, raising concerns for the trade-dependent economy [1] - In contrast, the overall import value increased by 9.9%, resulting in a trade surplus of $1.89 billion [1] - Semiconductor exports, a key driver for this year's exports, grew by 27%, following a 30% increase in August, while automotive exports rose by approximately 15% [4] Group 2 - The imposition of a 15% general tariff by the U.S. on South Korean goods has created challenges for exporters, particularly affecting petrochemical products due to weak global demand [4] - Despite the tariffs, smartphones and laptops remain unaffected, although there are warnings that tariffs may extend to semiconductors [4] - The uncertainty in the market is exacerbated by recent diplomatic tensions following the detention of over 300 South Korean workers at a battery plant in Georgia, complicating trade negotiations between Seoul and Washington [4]
“世界三星堆 安居选德阳”2025年德阳城市价值暨精品楼盘推介会(甘肃兰州站)成功举行
Sou Hu Cai Jing· 2025-09-20 11:56
(来源:德阳日报) 9月19日至9月20日,由德阳市人民政府主办的"世界三星堆 安居选德阳"2025年德阳城市价值暨精品楼盘推介会在甘肃 省兰州市举行。本次活动旨在向兰州市民及西北地区群众全面展示德阳的城市魅力、发展潜力以及优质的人居环境, 吸引更多当地群众选择德阳安居乐业。 德阳与兰州,同承文明厚韵,有着不解之缘。这份缘,镌刻在长江黄河奔腾不息的浪花中。德阳是长江上游古蜀文明 的发源地,兰州则是黄河文化与丝路文明的交汇之地,三星堆出土的青铜神树与兰州马家窑的彩陶,共同印证了中华 文明的多元一体。这份缘,绵延在蜀道丝路驼铃声声的悠扬中。源自蜀地的丝绸、盐茶沿着古道北上,与兰州的皮 毛、药材在河西走廊相遇,绘就"川甘古道"的盛景。这份缘,熔铸在三线建设时期的激情岁月中。兰州和德阳,都是 老三线建设的重要工业基地,兰州的兰炼、兰化奠定了石化基石,德阳的二重、东电、东汽筑牢了装备根基,共同支 撑起了祖国的工业脊梁。 来源:市场资讯 重装之都,宜业之城。德阳是中国重大技术装备制造业基地,全国70%的气电机组、60%的核电机组、50%的大型电 站铸锻件、40%的水电机组都由德阳制造,发电设备产量全球第一,连续3次举办世 ...
China's Sinopec upgrading Xinjiang refining and chemical project
Reuters· 2025-09-20 09:25
Core Viewpoint - Sinopec has initiated the construction of an upgraded integrated refining and petrochemical project in Xinjiang, which is noted as the world's largest refiner by capacity [1] Group 1 - The project is located in the oil- and gas-rich Xinjiang region [1]