2024年1至12月份，新疆众和的营业收入构成为：电子材料占比42.53%，合金产品占比38.43%，其他业 务占比10.42%，铝制品占比8.62%。 截至发稿，新疆众和市值为110亿元。 每经AI快讯，新疆众和（SH 600888，收盘价：7.83元）8月26日晚间发布公告称，公司第十届第三次董 事会会议于2025年8月26日在公司文化馆二楼会议室以现场结合通讯表决的方式召开。会议审议了《公 司关于召开2025年第五次临时股东大会的议案》等文件。 （记者 曾健辉） 每经头条（nbdtoutiao）——能给主人"打电话"的宠物智能手机也来了！宠物产业3000亿元市场大爆 发，行业上市公司"涨"声一片 ...

通知称，加征的关税将适用于"自2025年8月27日美国东部夏令时间0时起，报关提货或从仓库提货的印 度商品"。据英国广播公司(BBC)报道，印度主要向美国出口成衣、虾类、宝石及珠宝等商品。贸易专 家称，这些高关税几乎等同于对印度商品的禁令。 报道指出，为缓解冲击，印度政府已出台一些措施，例如暂停对原材料征收进口关税，并加速与其他国 家的贸易谈判以拓展市场等。 美国海关公告中也明确了一些豁免情况。在美东时间2025年8月27日凌晨00：01之前已装船或在最终运 输方式上，并在2025年9月17日凌晨00：01之前抵达美国并进入消费的印度商品可豁免该关税，货主和 物流企业正在争分夺秒地争取在截止日期前将货物运抵美国。 特定消费电子产品、已征232条款关税的产品（包括钢铁制品、铝制品、乘用车和轻型卡车及零件 等）、人道主义援助物资以及信息资料等也在豁免范围之列。 除了针对印度的关税措施外，美国还实施了一系列广泛的贸易政策变化，这些变化正在影响全球航运格 局： 新reciprocal关税框架：美国已启动一个新的"互惠关税"机制，影响所有非优惠贸易伙伴，于2025年8月 7日生效。对大多数没有与美国签订贸易协定的国家， ...

智通财经APP获悉，美银证券发布研报，重申中国宏桥(01378)"买入"评级，目标价为26港元。 美银证券预测，2025-2026财年中国铝价为每吨20500元人民币，长期价格为每吨20000元人民币。得益 于相对全球同业约5%的成本优势，中国铝企利润将达到3000-4000元/吨，远超历史均值(1000-2000元/ 吨)。鉴于较低的周期性、强劲的现金流以及可观的股息收益率，中国铝企至少获得与全球平均水平相 当的10倍市盈率。 美银证券维持对中国宏桥的"买入"评级，主要基于：8%的股息收益率、西芒杜项目预计于2025年底投 产，以及市盈率仅8倍。 美银证券表示，中国宏桥2025年上半年净利润为123.6亿元人民币，同比增长35%，符合预期。根据美 银证券的计算，在中国宏桥2025年上半年的毛利润构成中，铝合金占63%，氧化铝占29%，铝制品占 9%。 美银证券的模型假设中国宏桥2025财年的股息支付率为65%，意味着股息收益率为8%。同时，中国宏 桥还计划回购不低于30亿港元的公司股份。 ...

回顾2018年，尽管卢拉因司法问题未能执政，但他领导的劳工党与美国总统特朗普之间的矛盾早已显现。当特朗普发布政策决定对全球钢铁与铝制品分别加 征25%与10%的关税时，巴西作为美国的第二大钢铁供应国，成为了直接受害者。即便卢拉没有亲自执政，他仍积极指责特朗普的关税措施，并将其视 为"经济殖民主义"。他的劳工党甚至推动政府通过《经济对等法案》，为反击特朗普的政策打下了伏笔。 不久后，2019年亚马逊雨林火灾爆发，引发了全球关注，而特朗普则利用这一事件对巴西施加压力，要求时任总统博索纳罗加强环保措施，并威胁可能暂停 《欧盟-南方共同市场自贸协定》。这一系列事件清晰表明，美国与巴西的关系已处于紧张状态。2023年，卢拉再次登上政治舞台，他将保护亚马逊作为重 中之重，然而，美国却在全球舆论压力下坚决退出《巴黎协定》，展现出对环境问题的漠视。这一切让卢拉更加坚定了与美国对抗的决心。 随着特朗普重新回到白宫，他毫不犹豫地对巴西展开了"清算"行动。特朗普政府不仅对巴西的钢铁和铝制品再次加征50%关税，还导致巴西最大钢铁企业安 赛乐米塔尔关闭了在里约热内卢的两家工厂，直接导致大量工人失业。巴西钢铁行业的产能利用率一度跌至58 ...

Core Viewpoint - The Sichuan Provincial Ecological Environment Department and 14 other departments have jointly issued the "Implementation Plan for the Construction of Carbon Footprint Management System in Sichuan Province," which outlines a timeline and roadmap for establishing a product carbon footprint management system to promote green and low-carbon supply chain development and achieve carbon peak and carbon neutrality goals [1][3]. Group 1: Carbon Footprint Management System - The product carbon footprint connects production enterprises and consumers, facilitating greenhouse gas emission reduction across the entire lifecycle [2]. - The management system will consist of "two major cornerstones" (carbon footprint accounting standards and carbon footprint factor database) and "three systems" (product carbon labeling certification, carbon footprint grading management, and information disclosure) [2][3]. - By 2027, the initial establishment of the carbon footprint management system is targeted, with further improvements and expanded application scenarios by 2030 [3]. Group 2: Key Tasks and Focus Areas - The plan includes multiple petrochemical products in its scope, emphasizing the establishment of accounting rules and standards for products such as natural gas, fuel, fertilizers, hydrogen, and lithium batteries [4]. - Priority will be given to carbon footprint accounting for key products in sectors like decoration materials, lithium batteries, and clean energy equipment [4]. - The plan supports the development of low-carbon supply chains, particularly in the fields of power batteries, new energy vehicles, and photovoltaics [4]. Group 3: Preparation for Enterprises - Enterprises are advised to enhance their management systems by integrating carbon footprint factors into their supply chain management and establishing monitoring and reporting mechanisms [5][6]. - Strengthening accounting applications is crucial, including collaboration with certification bodies and adherence to various standards for carbon footprint assessment [6]. - Companies should focus on energy-saving and carbon reduction strategies, targeting major emission sources and promoting relevant technologies [6]. - Capacity building is essential, involving talent acquisition, foundational research, and training on carbon footprint management [6].

Economic Performance - In the first half of the year, Baotou's GDP reached 232.28 billion yuan, with a year-on-year growth of 7.0%, outperforming the national growth rate of 5.3% and the regional rate of 5.4% by 1.7 and 1.6 percentage points respectively [1] - The contribution rates to economic growth from the primary, secondary, and tertiary industries were 0.8%, 60.7%, and 38.5% respectively, with the secondary industry showing a significant increase of 9.6% [1] Industrial Development - Baotou has four trillion-yuan industries: rare earth, crystalline silicon photovoltaic, steel, and aluminum, with significant growth in rare earth (16.7%), crystalline silicon photovoltaic (14.1%), and onshore wind power equipment (32.6%) [2] - The industrial added value of Baotou's new industries, including fluorochemical, carbon fiber, and hydrogen energy storage, grew by 12.5%, slightly above the overall industrial growth rate [2] Investment Trends - Investment in the wind power industry increased by 300% year-on-year, contributing 12.0 percentage points to total investment growth, while investment in the rare earth industry surged by 93.4%, adding 2.9 percentage points [3] - Baotou aims to achieve a total GDP of around 500 billion yuan by the end of the year, marking a significant step towards reaching its historical peak [2]

正在美国访问的日本经济财政与再生相赤泽亮正，于美国东部时间22日下午进入白宫，与特朗普总统进 行了会面。 特朗普在帖文中称："这是迄今为止最大规模的协议"。原本特朗普政府计划自8月1日起对来自日本的进 口商品征收25%的对等关税。若降至15%，是在目前美国公布的对等关税新税率中属最低水平。 特朗普在社交媒体上表示日本关税谈判达成协议。 关于日本方面所要求的汽车、钢铁及铝制品等各类商品的具体关税待遇，特朗普并未作出说明。 美国总统特朗普（资料图，GETTY-KYODO） 对日本的对等关税为15%，日本将向美国投资5500亿美元。特朗普还表示，日本承诺将开放包括大米等 农产品和汽车在内的市场。特朗普在帖文中称："这是迄今为止最大规模的协议"…… 美国总统特朗普7月22日在其社交媒体上表示，已与日本就关税谈判达成协议。对日本的对等关税为 15%，日本将向美国投资5500亿美元。特朗普还表示，日本承诺将开放包括大米等农产品和汽车在内的 市场。 特朗普在发文后，在白宫与共和党议员的会议中表示："这是对所有人都有利的绝佳交易"。 版权声明：日本经济新闻社版权所有，未经授权不得转载或部分复制，违者必究。 日经中文网 htt ...

一是绿色低碳发展。张波表示，铝产业是一个高能耗产业，怎么让高能耗产业实现绿色低碳转型，这是公司 面临的很大挑战。魏桥创业集团除了转移一部分产能到云南、利用水电生产之外，还在山东部署大量光伏太 阳能发电，提高山东当地产能的绿电占比。同时，发展循环经济、发展再生铝，通过再生铝大大降低碳排放 和能耗。 二是积极推进数智化转型。张波表示，现在人工智能、AI技术迭代非常迅速，给传统制造业带来了非常好的 机遇，利用丰富的应用场景，结合人工智能先进技术，能全面提升改造传统制造业。 转自：新华财经 新华财经北京7月15日电（记者董道勇）在15日国务院新闻办"新征程上的奋斗者"中外记者见面会上，山东魏 桥创业集团有限公司董事长张波表示，魏桥创业集团致力于把传统制造业做精做强，为中国经济发展贡献力 量。未来公司将继续深耕实体经济，努力在高质量发展中展现更大作为。 图为山东魏桥创业集团有限公司董事长张波（徐想 摄） 记者了解到，魏桥创业集团起源于山东的一家小型油棉加工厂，经过几十年发展，已经成长为一个拥有10万 名员工的综合性跨国企业。公司主要业务聚焦于纺织和铝业两大传统制造业板块，近年来积极向新能源、新 材料、汽车轻量化等新兴领 ...

Group 1 - The U.S. Ambassador to Canada, Pete Hoekstra, expressed optimism about the trade negotiations between the U.S. and Canada, believing a fair agreement will be reached soon [1] - Hoekstra highlighted that both President Trump and Canadian Prime Minister Carney are negotiating for beneficial agreements for their respective countries, aiming for a "real win-win" situation [1] - Following the suspension of trade talks by Trump, Canada announced the cancellation of its digital services tax, aiming to finalize a trade agreement by July 21 [1] Group 2 - The background of the tariff dispute includes a trade agreement between the U.S., Canada, and Mexico, signed during Trump's first term, which was later disregarded by Trump in his second term [2] - In response to the U.S. imposing a 50% import tax on steel and aluminum, Canada implemented counter-tariffs on U.S. manufactured goods worth billions, including vehicles and consumer products [2] - Canadian Prime Minister Carney chose not to retaliate when Trump raised tariffs on steel and aluminum shortly after taking office [2]

Group 1 - The core viewpoint of the article highlights the resurgence of the trade war initiated by the U.S., with Trump imposing significant tariffs on various countries, including a 10%-50% tariff range, which is set to take effect after a 90-day grace period ending on July 9 [1][9] - The EU has quickly responded by agreeing to a 10% tariff condition proposed by the U.S. and has exempted certain American goods in hopes of negotiating lower tariffs in specific sectors such as automobiles and semiconductors [3][4] - China, on the other hand, has shown confidence and resilience in the face of these tariffs, leveraging its strong economic foundation and global supply chain relationships to mitigate the impact of U.S. trade policies [4][7] Group 2 - The U.S. trade strategy appears to be aimed at leveraging tariffs to bring manufacturing back to the U.S. while solidifying alliances against China, indicating a shift in global economic dynamics [6][9] - China's approach to the trade war is characterized by a willingness to engage in negotiations while also preparing to stand firm against U.S. pressures, reflecting a broader strategy of enhancing its global trade relationships and increasing the international status of the Renminbi [7][9] - The article notes that the trade war has implications not only for China but also for other countries like Japan, which is observing China's strategies and preparing to respond to U.S. demands, indicating a potential shift in international trade relations [9]