特朗普关税政策再度传来重大变数。 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 报道称，据三位知情人士透露，特朗普政府正在审查受关税影响的产品清单，并计划对部分商品予以豁 免，停止扩大征税清单，转而对特定商品发起更有针对性的国家安全调查。 知情人士称，美国商务部和美国贸易代表办公室的贸易官员认为，这些关税通过提高派盘、食品和饮料 罐等商品价格，正在伤害消费者。包括英国、墨西哥、加拿大以及欧盟成员国在内的国家，可能从美国 对钢铁和铝制品关税的放松中受益。 报道指出，特朗普发起的大规模关税行动，已将美国整体关税水平推升至二战以来的最高水平。但在选 民对生活成本不满情绪上升的情况下，他也多次撤回或放松部分强硬关税措施。 皮尤研究中心本月公布的民调显示，超过70%的美国成年人认为当前经济状况"仅算一般或糟糕"，约 52%的受访者认为特朗普的经济政策让情况变得更差。 受特朗普政府调整关税的消息影响，今日午后，伦铝、伦铜期货价格直线跳水，截至北京时间19：40， 伦铝大跌超2%，伦铜跌超1%。有报道称，特朗普政府计划缩减部分钢铁和铝制品关税，并停止扩大清 单范围。 有分析指出，自钢铝关税实施以 ...

特朗普关税政策再度传来重大变数。 受 特朗普政府调整关税的消息影响，今日午后，伦铝、伦铜期货价格直线跳水，截至北京时间19:40，伦铝大跌超2%，伦铜跌超1%。有报道 称，特朗普政府计划缩减部分钢铁和铝制品关税，并停止扩大清单范围。 有分析指出，自钢铝关税实施以来，实际承担成本的主要是美国消费者，这削弱了美国总统特朗普"由外国企业埋单"的说法，导致美国选民对 生活成本增加的不满情绪上升。最新民调结果显示，约52%的受访者认为特朗普的经济政策让情况变得更差。 直线跳水 北京时间2月13日午后，伦铝、伦铜期货价格直线跳水，伦铝迅速由涨转跌，随后跌幅持续扩大，截至19:40，跌幅达2.37%；伦铜由涨超1%跳 水、翻绿，现跌1.11%。 | LME铜 | LME铝 | Q | Q | < W | < | CA.LME 延时行情 | AH.LME 延时行情 | | | | | | | | | | | | | | | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- ...

卡罗特(02549)公布，该集团预期2025年实现收入同比增长约约3%至5%，溢利同比减少约25%至35%。 公告称，本年度预期溢利减少主要是由于以下因素所致：美国关税影响：美国于2025年对自中国进口的 钢铁和铝制品加徵额外关税，导致集团出口至美国的主要产品线销售成本显著上升。因此，该地区业务 的毛利率较上一年度有所下降。集团已采取措施以减轻此等影响，包括选择性提价及调整运营策略。美 元贬值：2025年美元兑人民币贬值，导致集团以美元计价的收入及应收账款兑换为人民币时产生汇兑亏 损。尽管此情况进一步压缩了集团的利润率，集团于本年度仍实现收入正增长。 ...

公告称，本年度预期溢利减少主要是由于以下因素所致：美国关税影响：美国于2025年对自中国进口的 钢铁和铝制品加徵额外关税，导致集团出口至美国的主要产品线销售成本显著上升。因此，该地区业务 的毛利率较上一年度有所下降。集团已采取措施以减轻此等影响，包括选择性提价及调整运营策略。美 元贬值：2025年美元兑人民币贬值，导致集团以美元计价的收入及应收账款兑换为人民币时产生汇兑亏 损。尽管此情况进一步压缩了集团的利润率，集团于本年度仍实现收入正增长。 智通财经APP讯，卡罗特(02549)公布，该集团预期2025年实现收入同比增长约约3%至5%，溢利同比减 少约25%至35%。 ...

Group 1 - The U.S. President Donald Trump has expanded tariffs on steel and aluminum to include over 400 consumer goods, such as motorcycles and cutlery, shocking the logistics industry [2] - Customs brokers and importers were not notified of the changes, which took effect on Monday, leading to confusion among trade professionals [2] - The new tariff list includes a wide range of products, indicating a strategic shift in the regulation of steel and aluminum derivatives [3] Group 2 - The logistics giant Kuehne Nagel International AG highlighted that any shiny or metallic items related to steel or aluminum could be subject to the new tariffs, marking a significant regulatory change [3] - The White House has not commented on the sudden expansion of tariffs but indicated that businesses should have anticipated these products being included [3] - The latest gold market analysis suggests a bearish short-term outlook, with support levels around 3308-3310 and resistance at approximately 3324 [4]

Core Viewpoint - Eagle Precision (01286) experienced a significant decline of over 15%, closing at 3.4 HKD with a trading volume of 12.96 million HKD due to the impact of new tariffs on steel and aluminum imports announced by the Trump administration [1] Group 1: Company Impact - Approximately 40% of Eagle Precision's products sold to the U.S. are under "Delivered Duty Paid" terms, meaning the company is responsible for transportation, customs clearance, and payment of applicable taxes and tariffs [1] - About 60% of the products included in the new tariff list will incur additional tariffs, which are significantly higher than the company's gross margin, making the supply commercially unfeasible and potentially constituting a force majeure event [1] - For the fiscal year ending December 31, 2024, revenue from U.S. sales is expected to account for approximately 44.4% of the company's total revenue [1] Group 2: Business Operations - The board of directors acknowledges that the additional tariffs may impact the company's business and operations, but they are currently negotiating to pass on the extra tariffs to customers [1] - The company is unable to provide a specific assessment or calculation of the potential impact of the additional tariffs at this time [1] - Eagle Precision will continue to monitor the situation closely and will take appropriate measures to mitigate the impact of the additional tariffs on its business and operations [1]

Core Viewpoint - Eagle Precision (01286) experienced a significant decline of over 15%, currently trading at 3.4 HKD with a transaction volume of 12.96 million HKD due to the impact of new tariffs on steel and aluminum imports imposed by the Trump administration [1] Group 1: Tariff Impact - On August 15, the Trump administration announced an expansion of a 50% tariff on steel and aluminum imports [1] - Approximately 40% of Eagle Precision's products sold to the U.S. are under "Delivered Duty Paid" terms, meaning the company is responsible for transportation, customs clearance, and payment of applicable taxes and tariffs [1] - About 60% of the products included in the new tariff list will incur additional tariffs, which are significantly higher than the company's gross margin, making the supply commercially unfeasible [1] Group 2: Financial Exposure - For the fiscal year ending December 31, 2024, revenue from U.S. sales is expected to account for approximately 44.4% of the company's total revenue [1] - The board of directors acknowledges that the additional tariffs may impact the company's business and operations, but specific assessments and calculations regarding the impact are currently not possible as negotiations to pass on the tariff costs to customers are ongoing [1] - The company will continue to monitor the situation closely and will take appropriate measures to mitigate the impact of the additional tariffs on its business and operations [1]

Core Viewpoint - Eagle Precision (01286) experienced a significant decline of over 15%, trading at 3.4 HKD with a transaction volume of 12.96 million HKD due to the impact of new tariffs on steel and aluminum imports imposed by the Trump administration [1] Group 1: Tariff Impact - On August 15, the Trump administration announced an expansion of a 50% tariff on steel and aluminum imports [1] - Approximately 40% of Eagle Precision's products sold to the U.S. are under "Delivered Duty Paid" terms, meaning the company is responsible for transportation, customs clearance, and payment of all applicable taxes and tariffs [1] - About 60% of the products included in the new tariff list will incur additional tariffs, which are significantly higher than the company's gross margin, making the supply commercially unfeasible and potentially constituting a force majeure event [1] Group 2: Revenue and Business Impact - For the fiscal year ending December 31, 2024, revenue from U.S. sales is expected to account for approximately 44.4% of the company's total revenue [1] - The board of directors acknowledges that the additional tariffs may impact the company's business and operations, but they are currently negotiating to pass on the tariff costs to customers [1] - The company is closely monitoring the situation and will take appropriate measures to mitigate the impact of the additional tariffs on its business and operations [1]

Group 1 - The core agreement between the US and EU involves a 15% tariff rate, increasing the effective tariff on EU goods exported to the US from approximately 10% to about 16% [1] - Goldman Sachs revised its forecast for the impact of trade tensions on the Eurozone's GDP from -0.6% to -0.4%, indicating a more positive outlook for the European economy [1][6] - The agreement is expected to positively influence European growth forecasts for 2025 and 2026, raising predictions by 0.1 percentage points to 1.1% and 1.2% respectively [1][6] Group 2 - The automotive sector benefits significantly from the agreement, with tariffs on cars reduced from 27.5% to 15%, impacting approximately €60 billion in exports, which constitutes 10% of total EU exports to the US [2] - Germany and Italy are the primary beneficiaries, accounting for 74% of EU automotive exports to the US [2] Group 3 - Pharmaceutical products are temporarily exempt from the new 15% tariff until early 2027 due to the sensitivity of drug pricing, with Ireland, Germany, Belgium, and Italy being the main beneficiaries of this exemption [3] Group 4 - Tariffs on steel and aluminum will remain at 50%, while the EU plans to reduce trade barriers through tariff cuts and quota systems [4] - Steel and aluminum products represent only 4% of the EU's total exports to the US, approximately €23 billion [4] Group 5 - The EU has committed to significantly increasing its procurement of US energy products, aiming for $750 billion over three years, which would triple current imports and account for 60% of EU energy imports [5] - Achieving this procurement goal is considered highly challenging, even with existing plans included [5] Group 6 - The overall economic impact of the tariff agreement is better than expected, with Goldman Sachs adjusting its GDP growth forecasts upward for 2025 and 2026, while also noting a slight increase in inflation expectations for 2026 [6]

Core Viewpoint - The U.S. Secretary of Commerce has confirmed that the deadline for imposing tariffs on trade partners is August 1, with no extensions or grace periods [3]. Group 1: Tariff Implementation - The tariffs will officially take effect on August 1, and customs will begin collecting them [3]. - A few countries have reached agreements with the Trump administration, resulting in tariff levels that are generally higher than the new 10% baseline rate but lower than the threatened higher rates [3]. Group 2: U.S.-EU Trade Negotiations - EU Commission President Ursula von der Leyen is set to meet with President Trump to negotiate a trade agreement before the August 1 deadline, or face tariffs up to 30% on EU exports to the U.S. [7]. - The outcome of the negotiations largely depends on Trump's decisions, with both sides having significant unresolved issues [8][9]. - The EU has prepared countermeasures, including potential tariffs on approximately €100 billion (about $117 billion) worth of U.S. products, should the U.S. impose the 30% tariffs [9]. Group 3: Business Delegation to China - A high-level U.S. business delegation is expected to visit China, organized by the U.S.-China Business Council, to potentially restart commercial negotiations [5]. - The delegation will include executives from Boeing and the U.S.-China Business Council, indicating a significant engagement in trade discussions [4][5].