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马8月通胀率升至4.14%,食品价格持续上涨
Shang Wu Bu Wang Zhan· 2025-10-09 16:55
马8月通胀率升至4.14%,食品价格持续上涨。根据马统计局数据,8月消费者物价指数 (CPI)月度涨幅为0.36%,高于7月的0.02%,主要原因是鱼类、水果和蔬菜价格上 涨。 (原标题:马8月通胀率升至4.14%,食品价格持续上涨) ...
美哥商会称美国新关税政策对哥伦比亚影响有限
Shang Wu Bu Wang Zhan· 2025-09-29 15:54
她指出,综合影响虽有限,但政府仍需采取行动,包括争取豁免、调整供应链,以及保持外交沟 通。她同时指出,在美国供应链调整背景下,哥农工产业或将受益,鲜花、咖啡、香蕉及纺织品具备较 大潜力。此外,电气材料、鱼类、蔬菜、糖果、机械设备及食用油等产品在美市场亦有增长空间。 综合哥媒体报道,美哥商会主席拉库图尔表示,美国自10月1日起对品牌药品等部分进口商品加征 关税的措施对哥直接冲击有限,因为相关产品对美出口额不足哥出口总量1%,且主要为仿制药及原 料。 (原标题:美哥商会称美国新关税政策对哥伦比亚影响有限) ...
巴西国内咖啡和肉类等价格下跌
Shang Wu Bu Wang Zhan· 2025-09-06 17:51
Core Insights - Prices of domestic products in Brazil, including chicken, coffee, pork, and beef, have decreased due to tariffs imposed by the U.S. [1] - Despite the increase in tariffs, coffee exports from Brazil to the U.S. have significantly declined, with a year-on-year drop of 46.6% in August [1] Price Changes - Chicken prices fell by 5.7% - Coffee prices decreased by 4.6% - Pork prices dropped by 1.3% - Beef prices saw a reduction of 0.8% - Fish prices, in contrast, increased by 2% [1] Export Statistics - From August 1 to 25, Brazil exported 193,900 bags of coffee to the U.S. [1] - The coffee export decline is attributed to the impact of U.S. tariffs, although U.S. coffee consumption is expected to remain stable [1]
急求“关税豁免令”!美国食品业碎片化游说求生
Jin Shi Shu Ju· 2025-08-25 03:32
Core Viewpoint - The U.S. food industry is lobbying for tariff exemptions, arguing that certain products cannot be affordably produced domestically due to high tariffs imposed by the Trump administration, which have raised the actual tariff rate to its highest level in decades [2][3]. Group 1: Tariff Impact on Food Industry - The food industry is particularly vulnerable to tariffs, as about 20% of the food consumed in the U.S. relies on imports, with seafood being heavily impacted due to the U.S. consuming 85% of its seafood from imports [2][3]. - The seafood trade deficit reached $24 billion in 2022, with approximately 90% of shrimp supply coming from imports, primarily from India [2][3]. - The International Fresh Produce Association (IFPA) reported that the total import value of fresh fruits and vegetables in the U.S. is $36 billion, with Mexico being the largest supplier [3]. Group 2: Lobbying Strategies and Challenges - Industry groups are advocating for specific product exemptions rather than a blanket opposition to tariffs, indicating a fragmented approach to lobbying [2][3]. - The process for obtaining tariff exemptions is complex, with no unified mechanism currently in place for applications [3][5]. - The National Restaurant Association warned that tariffs on fresh produce could lead to significant price increases for restaurants, emphasizing the need for exemptions [3][5]. Group 3: Future Exemptions and Trade Agreements - Some food products may be exempt from tariffs under future trade frameworks, such as the agreement with Indonesia that includes provisions for non-domestically produced resources [3][4]. - The U.S.-Mexico-Canada Agreement (USMCA) promises lower tariffs for food products that meet its criteria, indicating a potential pathway for certain goods to avoid high tariffs [4][5]. - The U.S. Commerce Secretary mentioned that natural resources not produced domestically, like coffee and mangoes, might qualify for tariff exemptions [5]. Group 4: Price Implications and Market Dynamics - The FMI noted that the price of cucumbers, which saw a rise in import dependency from 35% in 1990 to nearly 90% today, exemplifies the potential price increases due to tariffs [6]. - The food industry is seeking targeted tariff exemptions to support domestic production and employment, while acknowledging the high costs associated with tariffs [6]. - Industry representatives argue that reverting to the free trade policies of the 1990s is unrealistic, reflecting a shift in economic and political perspectives [6].
2025年6月欧盟对摩洛哥贸易顺差达5亿欧元
Shang Wu Bu Wang Zhan· 2025-08-21 10:38
Core Insights - The trade relationship between the EU and Morocco shows a persistent imbalance, with the EU exporting €2.8 billion to Morocco and importing €2.3 billion in June 2025, resulting in a trade surplus of €0.5 billion for the EU [1] Trade Dynamics - Despite the trade imbalance, the bilateral trade volume continues to grow, with the EU remaining Morocco's largest trading partner [1] - The EU imports significant quantities of fish, fruits, vegetables, and phosphates from Morocco, while exporting machinery, vehicles, and industrial products to Morocco [1] Global Trade Context - In the second quarter of 2025, EU exports to non-EU countries decreased by 6%, and imports fell by 2.4%, indicating a broader economic slowdown [1] - The decline in trade is attributed to rising global protectionism, particularly due to the recent tariffs imposed by the Trump administration on European goods, which have adversely affected EU exports [1] - The Wall Street Journal has described the global trade outlook as "bleak," reflecting the challenging environment for international trade [1]
俄罗斯将40%的国土,建立只面向中国的经济特区,这意味着什么?
Sou Hu Cai Jing· 2025-08-21 07:25
Group 1: Overview of the Russian Far East - The Russian Far East covers nearly 7 million square kilometers, accounting for about 41% of Russia's total area, and is rich in natural resources such as gold, oil, natural gas, timber, and fisheries [1] - The region has faced challenges in development due to sparse population, inadequate infrastructure, and harsh climate conditions [1] Group 2: Economic Impact of the Russia-Ukraine Conflict - The Russia-Ukraine conflict led to severe sanctions from Western countries, resulting in a 2.1% contraction in Russia's GDP in 2022 and significant inflation [3] - In response to these challenges, Russia turned to China, leading to a surge in trade from $147 billion in 2021 to $190 billion in 2022, and exceeding $240 billion in 2023 [3] Group 3: Investment and Cooperation - Since 2014, Russia has implemented policies to attract foreign investment in the Far East, with Chinese investment becoming a major force, reaching over $100 billion in 2023 [5] - In 2023, during the Eastern Economic Forum, Russia showcased plans for the Far East, resulting in the signing of 79 cooperation projects worth approximately $160 billion, focusing on infrastructure development [9] Group 4: Mutual Benefits and Resource Exchange - The cooperation between Russia and China is based on mutual benefits, with China needing resources and Russia requiring funds and technology [9] - China has significantly increased its natural gas imports from Russia, with supply doubling in 2023, and is actively investing in mining and processing industries in the region [9] Group 5: Geopolitical Implications - The partnership with China has helped Russia mitigate the impact of Western sanctions, recovering some of the lost trade with Europe, with trade expected to reach $245 billion in 2024 [10] - However, this growing dependence on China raises concerns about Russia's sovereignty and economic autonomy, as evidenced by the increasing use of the yuan in trade [12] Group 6: China's Strategic Interests - For China, the partnership with Russia ensures energy supply security, with 86 million tons of oil imported from Russia in 2023, accounting for 36% of its total imports [13] - Investments in the Far East enhance China's trade efficiency and support its Belt and Road Initiative, positioning the region as a crucial link between Europe and Asia [13] Group 7: Future Prospects - The upcoming 2025 China-Russia Expo in Harbin is expected to result in further cooperation agreements across various sectors, although China is likely to maintain a dominant position [15] - The evolving relationship between Russia and China is reshaping the global economic landscape, with a shift in economic focus towards the East and a diminishing influence of Western countries [15]
【环球财经】巴西部长与州长表示将拓展多元市场应对美加征关税
Xin Hua Cai Jing· 2025-08-11 06:11
Group 1 - Brazil's Minister of Ports and Airports, Silvio Costa Filho, stated that in response to U.S. tariffs, China and other Asian countries are looking to expand trade relations with Brazil [1] - The Brazilian Ministry of Agriculture is accelerating efforts to open nearly 400 new markets as a response to U.S. tariffs, while the private sector is diversifying export destinations [1] - Costa criticized U.S. tariffs as politically motivated, highlighting Brazil's trade deficit with the U.S. and warning that these measures could lead to recession and unemployment in the U.S., ultimately harming the global economy [1] Group 2 - The Governor of Pernambuco, Raquel Lyra, noted that the impact of tariffs not only affects Brazilian exports but may also weaken global trade confidence, emphasizing the need for collaboration with the production sector to enhance competitiveness and reduce uncertainty from trade friction [1] - The Governor of Rio Grande do Norte, Fátima Bezerra, pointed out that key export products like mangoes and tuna were excluded from tariff exemptions negotiated with North American representatives, putting additional pressure on these industries [2] - Bezerra called for targeted support for industries such as fruits, salt, and fish to transform external shocks into opportunities for industrial upgrading and market diversification [2]
《2025年—2034年农业前景展望》预计—— 全球农渔市场持续扩张
Jing Ji Ri Bao· 2025-07-23 22:08
Core Insights - The report by OECD and FAO forecasts growth in global agricultural and fishery markets over the next decade, although the growth rate is expected to slow down [1][2] Consumption Trends - Agricultural and fish consumption will continue to rise, driven by urbanization and increased income levels in low and middle-income countries, leading to more diverse and nutritious diets [1] - By 2034, the total caloric intake from animal-source foods is projected to increase by 6%, with chicken consumption growing the fastest, followed by beef and pork [1] Production Trends - Agricultural and fishery production is expected to grow, primarily due to productivity improvements, especially in low and middle-income countries [2] - The report anticipates a 16% increase in livestock production and a 12% increase in fishery production over the next decade, with aquaculture being a significant driver [2] International Trade - International trade will play a crucial role in the agricultural and fishery markets, with an expected increase in trade volume to balance global supply and demand [3] - Major meat-exporting countries identified include Brazil, the USA, Argentina, India, Thailand, and Turkey, while China, India, Vietnam, Bangladesh, Thailand, and Turkey are expected to be significant importers [3] Challenges and Opportunities - The report highlights the need for policymakers to ensure food security and nutrition, promote sustainable agricultural practices, and enhance international cooperation [4] - Addressing risks such as climate change and geopolitical tensions is essential for maintaining stability in agricultural and fishery production [4]
美加征关税影响巴西约7.7万吨水果出口
news flash· 2025-07-21 00:55
Core Viewpoint - The announcement of a 50% tariff on Brazilian products by the United States has led to significant disruptions in Brazil's export of fruits and other goods, with approximately 2,500 containers awaiting resolution [1] Group 1: Impact on Exports - Approximately 77,000 tons of fruits are currently waiting to be exported to the United States, which is enough to supply a large city in Brazil for a year [1] - The tariff issue has resulted in a halt to the transportation of fruits, fish, grains, and meat from Brazil, posing risks of spoilage or selling below market prices [1]
比美欧还坏!中国把第一次用在加拿大身上,这次绝不再有半点姑息
Sou Hu Cai Jing· 2025-07-18 05:20
Group 1: Conflict Trigger - The conflict was triggered by Canada's unilateral imposition of tariffs on Chinese goods, particularly a 100% tariff on electric vehicles and a 25% tariff on steel and aluminum, effective October 1, 2024 [2][4] - Canada's actions were framed as a response to similar measures by the US and EU, but lacked substantial evidence and appeared hasty compared to the thorough investigations conducted by the US and EU [4][6] Group 2: China's Response - In response to Canada's tariffs, China initiated an anti-discrimination investigation against Canada on September 26, 2024, marking a significant move in international trade disputes [8][10] - China also launched an anti-dumping investigation on Canadian canola on September 9, 2024, targeting a key export commodity worth over 3 billion Canadian dollars in 2023 [10][12] Group 3: Historical Context - Diplomatic relations between China and Canada began in 1970, with a mutually beneficial trade relationship that peaked in the 2010s, where bilateral trade reached hundreds of billions of Canadian dollars [14][16] - The relationship soured significantly after the 2018 Meng Wanzhou incident, leading to a series of retaliatory measures and a decline in trust between the two nations [16] Group 4: International Implications - The dispute has broader international implications, with China's anti-discrimination investigation potentially setting a precedent for future trade conflicts, while Canada faces criticism for its unfounded tariff measures [17][19] - Canada has expressed strong condemnation of China's actions and plans to support affected industries, but the scale of assistance is limited, and there are calls for government compromise from the agricultural community [20] Group 5: Conclusion - The trade war illustrates the complexities of global trade dynamics and the lack of true winners, as both countries face economic repercussions and strained relations [21]