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上海市進(jìn)出口公平貿(mào)易行業(yè)工作站(上海有色金屬行業(yè)協(xié)會(huì))信息簡(jiǎn)報(bào)【2025年第2期】 2025年02月14日瀏覽次數(shù):343 作者: 來(lái)源:上海有色金屬行業(yè)協(xié)會(huì)

 


信息簡(jiǎn)報(bào)

上海有色金屬行業(yè)協(xié)會(huì)

上海市進(jìn)出口公平貿(mào)易行業(yè)工作站

2025年第2期(總第81期)

____________________________________

主要內(nèi)容

 

一、歐亞經(jīng)濟(jì)聯(lián)盟發(fā)布對(duì)華鋁箔反傾銷終裁披露

二、美國(guó)正式宣布對(duì)進(jìn)口鋼鐵產(chǎn)品全面加征25%關(guān)稅(附詳細(xì)解讀)

三、哥倫比亞對(duì)華鍍鋅和鍍鋁鋅板卷作出反傾銷終裁

四、商務(wù)部 海關(guān)總署、國(guó)務(wù)院關(guān)稅稅則委員會(huì)發(fā)布多項(xiàng)公告

五、剛剛,特朗普宣布:征收“對(duì)等關(guān)稅”!俄烏,重大變局!俄股市暴漲

 

 

歐亞經(jīng)濟(jì)聯(lián)盟發(fā)布對(duì)華鋁箔反傾銷終裁披露


2025年1月24日,歐亞經(jīng)濟(jì)委員會(huì)內(nèi)部市場(chǎng)保護(hù)司發(fā)布對(duì)原產(chǎn)于中國(guó)的鋁箔(俄語(yǔ):алюминиевая фольга)反傾銷調(diào)查終裁披露(參見第2025/428/AD39號(hào)公告),裁定涉案產(chǎn)品存在傾銷,且該傾銷對(duì)歐亞經(jīng)濟(jì)聯(lián)盟構(gòu)成了實(shí)質(zhì)性損害,因此建議對(duì)涉案企業(yè)征收為期五年的反傾銷稅,其中,廈門廈順鋁箔有限公司(Xiamen Xiashun Aluminium Foil Co., Ltd.)稅率為19.52%、上海神火鋁箔有限公司(Shanghai Sunho Aluminum Foil Co., Ltd.)為17.16%、江蘇鼎勝新能源材料股份有限公司(Jiangsu Dingsheng New Materials Joint-Stock Co., Ltd.)及其他中國(guó)生產(chǎn)商均為20.24%。涉案產(chǎn)品為厚度介于0.0046毫米~0.2毫米、寬度介于20毫米~1616毫米、長(zhǎng)度大于150米,無(wú)論有無(wú)襯背、無(wú)論是否涂鍍的鋁箔卷,涉及歐亞經(jīng)濟(jì)聯(lián)盟稅號(hào)7607 11 110 9、7607 11 190 9、7607 11 900 0、7607 19 100 0、7607 19 900 9、7607 20 100 0和7607 20 900 0項(xiàng)下的產(chǎn)品。

利益相關(guān)方應(yīng)于2025年2月10日(含)前提交案件評(píng)述意見。
2024年3月28日,歐亞經(jīng)濟(jì)委員會(huì)對(duì)原產(chǎn)于中國(guó)的鋁箔啟動(dòng)反傾銷調(diào)查。
(編譯自:歐亞經(jīng)濟(jì)聯(lián)盟官網(wǎng))
(文 璐編譯)
(崔 湧校對(duì))
原文:
https://docs.eaeunion.org/upload/iblock/fcd/8b7sasq7mmg0x5e06wk0uxxdj4pada0k/oa_24012025_doc.pdf
https://remedies.eaeunion.org/platformsvc/filestorage/get?fileid=e9aee889-37aa-47b2-9d5f-9f28616c184a&filename=AD39_report.pdf

(來(lái)源:上海公平貿(mào)易)

 

 

 

 

美國(guó)正式宣布對(duì)進(jìn)口鋼鐵產(chǎn)品全面加征25%關(guān)稅(附詳細(xì)解讀)

 

 

附:2025年2月10日特朗普行政命令全文
圖片

ADJUSTING IMPORTS OF STEEL INTO THE UNITED STATES

February 10, 2025

 

BY THE PRESIDENT OF THE UNITED STATES OF AMERICA

 

A PROCLAMATION

 

On January 11, 2018, the Secretary of Commerce (Secretary) transmitted to me a report on the Secretary’s investigation into the effect of imports of steel mill articles (steel articles) on the national security of the United States under section 232 of the Trade Expansion Act of 1962, as amended (19 U.S.C. 1862) (section 232).  The Secretary found and advised me of his opinion that steel articles are being imported into the United States in such quantities and under such circumstances as to threaten to impair the national security of the United States.

In Proclamation 9705 of March 8, 2018 (Adjusting Imports of Steel Into the United States), I concurred in the Secretary’s finding that steel articles, as defined in clause 1 of Proclamation 9705 (as amended by clause 8 of Proclamation 9711 of March 22, 2018 (Adjusting Imports of Steel Into the United States)), are being imported into the United States in such quantities and under such circumstances as to threaten to impair the national security of the United States, and decided to adjust the imports of steel articles by imposing a 25 percent ad valorem tariff on such articles imported from most countries.  Proclamation 9705 further stated that any country with which the United States has a security relationship is welcome to discuss alternative ways to address the threatened impairment of the national security caused by imports from that country, and noted that, should the United States and that country arrive at a satisfactory alternative means to address the threat to the national security such that the President determines that imports from that country no longer threaten to impair the national security, I may remove or modify the restriction on steel articles imports from that country and, if necessary, adjust the tariff as it applies to other countries, as the national security interests of the United States require.

In Proclamation 9705, I also directed the Secretary to monitor imports of steel articles and inform me of any circumstances that in the Secretary‘s opinion might indicate the need for further action under Section 232, as amended, with respect to such imports.  Pursuant to Proclamation 9705, the Secretary was authorized to provide relief from the additional duties, based on a request from a directly affected party located in the United States, for any steel article determined not to be produced in the United States in a sufficient and reasonably available amount or of a satisfactory quality, or based upon specific national security considerations.

In subsequent proclamations, I noted the conclusion of discussions or the agreement on certain measures with the Argentine Republic (Argentina), Proclamation 9759 of May 31, 2018 (Adjusting Imports of Steel Into the United States); the Commonwealth of Australia (Australia), Proclamation 9759; the Federative Republic of Brazil (Brazil), Proclamation 9759; Proclamation 10064 of August 28, 2020 (Adjusting Imports of Steel Into the United States); Canada, Proclamation 9894 of May 19, 2019 (Adjusting Imports of Steel Into the United States; the United Mexican States (Mexico), Proclamation 9894; and the Republic of Korea (South Korea), Proclamation 9740 of April 30, 2018 (Adjusting Imports of Steel Into the United States).  President Biden noted the conclusion of discussions or the agreement on certain measures with the European Union (EU) on behalf of its member countries, Proclamation 10328 of December 27, 2021 (Adjusting Imports of Steel Into the United States); Proclamation 10691 of December 28, 2023 (Adjusting Imports of Steel Into the United States); Japan, Proclamation 10356 of March 31, 2022 (Adjusting Imports of Steel Into the United States); and the United Kingdom (UK), Proclamation 10406 of May 31, 2022 (Adjusting Imports of Steel Into the United States), on alternative ways to address the threat to the national security.  In addition, then-President Biden acknowledged the close relationship with Ukraine and exempted steel articles from Ukraine from the tariff. Proclamation 10403 of May 27, 2022 (Adjusting Imports of Steel Into the United States); Proclamation 10588 of May 31, 2023 (Adjusting Imports of Steel Into the United States); Proclamation 10771 of May 31, 2024 (Adjusting Imports of Steel Into the United States).  In Proclamation 10783 of July 10, 2024 (Adjusting Imports of Steel Into the United States), President Biden noted that imports of steel articles from Mexico had increased significantly as compared to their levels at the time of Proclamation 9894.  Accordingly, he implemented a melt and pour requirement for imports of steel articles that are products of Mexico and increased the section 232 duty rate for imports of steel articles and derivative steel articles that are products of Mexico that are melted and poured in a country other than Mexico, Canada, or the United States.

 

The Secretary has informed me that the initial 25 percent ad valorem tariff imposed by Proclamation 9705 has been an effective means of reducing imports, encouraging investment and expansion of production by domestic steel producers, and mitigating the threatened impairment of U.S. national security.  Following the initial imposition of 25 percent ad valorem tariffs, the U.S. steel capacity utilization rate increased to above 80 percent.

The Secretary has also informed me that, notwithstanding the impact of the tariff imposed by Proclamation 9705, imports of steel articles from certain countries exempted from the tariff or subject to alternative agreements have increased significantly, while excess capacity in the global steel industry has begun to increase again in recent years.  For example, imports from Canada increased 18 percent since Canada was excluded from the section 232 tariffs.  According to the Organization for Economic Cooperation and Development (OECD), global steel excess capacity is projected to reach approximately 630 million metric tons by 2026, more than total steel production in all OECD countries.  At the same time, exports of steel from the People’s Republic of China (China) have recently surged, exceeding 114 million metric tons through November 2024 while displacing production in other countries and forcing them to export greater volumes of steel articles and derivative steel articles to the United States. 

Total steel imports as a share of U.S. consumption increased significantly in 2024, reaching nearly 30 percent, similar to the import share of U.S. consumption at the time the Secretary issued his January 11, 2018, report.  Imports from countries with which the United States has reached alternative agreements have increased significantly as a share of total imports, from 74 percent in 2018 to 82 percent in 2024, while imports from countries subject to quantitative restrictions remain elevated regardless of changing U.S. demand conditions and the substantial investments made to expand the capabilities of the domestic industry.  Increasing and persistently high import volumes from countries exempted from the duties or subject to other alternative agreements like quotas and tariff-rate quotas have captured the benefit of U.S. demand at the domestic industry’s expense and transmitted harmful effects onto the domestic industry.  As steel import market share has increased, the domestic industry’s performance has been depressed, resulting in capacity utilization rates persistently lower than the 80 percent target level highlighted in the Secretary’s report. 

The Secretary has informed me that imports of steel articles from Canada and Mexico have increased significantly to levels that once again threaten to impair U.S. national security.  Volumes from both Canada and Mexico increased overall, from 7.77 million metric tons in 2020 to 9.14 million metric tons in 2024.  Imports have also surged in excess of historical norms of trade across numerous key product lines, such as long reinforcing bars, which have experienced import increases of 1,678 percent from Mexico and 564 percent from Canada.  These surges have occurred while authorities in those countries have supported otherwise uncompetitive producers with subsidies and other interventions that have exacerbated the global excess capacity crisis.  In addition, increasing import volumes and including Mexico’s imports from China, support a conclusion that there is transshipment or further processing of steel mill articles from countries that remain subject to the additional ad valorem tariff proclaimed in Proclamation 9705, or from countries seeking to evade quantitative restrictions.

The Secretary has also informed me that alternative agreements with trading partners including Australia, the members of the EU, Japan, and the United Kingdom have been less effective in eliminating the threatened impairment of U.S. national security than the additional ad valorem tariff proclaimed in Proclamation 9705.  As a result, imports of steel articles from these countries have increased as a share of total U.S. steel imports from 18.6 percent in 2020 to 20.7 percent in 2024.  In addition, from 2022 to 2024, imports from countries subject to quotas (Argentina, Brazil, and South Korea) increased by approximately 1.5 million metric tons, even as U.S. demand declined by more than 6.1 million tons during the period.  Argentina has continued to export steel to the United States at unsustainable quantities, especially a recent surge of semifinished products. Furthermore, Argentina’s lack of data transparency has continued to be of concern for the United States.  From official trade statistics released by Argentina, it is difficult to assess the levels of steel being imported from places like China and Russia, and other potential sources of excess capacity. Brazilian imports from countries with meaningful levels of overcapacity, specifically China have grown tremendously in recent years, more than tripling since the institution of this quota arrangement. 

At the same time, these alternative agreements have not resulted in sufficient action by these trading partners to address non-market excess capacity caused primarily by China, or sufficient cooperation by these trading partners on issues like trade remedies and customs matters or monitoring bilateral steel trade.  Some countries have also welcomed steel industry investments from non-market producers in countries like China seeking to exploit the agreements to obtain preferential access to the U.S. market.  The agreements have therefore been detrimental to U.S. steel production and national security.

The Secretary has informed me of similar problems with respect to the temporary exemption for imports of steel articles and derivative steel articles from Ukraine.  Rather than supporting the Ukrainian steel industry and alleviating the economic harm caused by the ongoing conflict, the benefits of this temporary exemption have accrued primarily to producers in EU member countries, which have significantly increased duty-free exports to the U.S. market of steel articles processed from Ukrainian semi-finished steel.  Since 2021, imports from Ukraine have remained steady at 0.5 percent of total U.S. imports, while imports from the European Union have increased 11.2 percent to 14.8 percent.  As a result of the temporary exemption, these imports enter the U.S. market subject to neither the ad valorem tariff proclaimed in Proclamation 9705, nor the tariff-rate-quota system applicable to other imports of steel articles from EU producers as proclaimed in Proclamation 10328.  This has facilitated evasion of both the section 232 measures and of antidumping duties that would be paid if the finished products were imported directly from Ukraine.

The Secretary has informed me that producers in countries that remain subject to the program have continued to evade the measures by processing covered steel articles into additional downstream steel derivative products that were not included in the additional ad valorem tariffs proclaimed in Proclamation 9705 and Proclamation 9980 of January 24, 2020 (Adjusting Imports of Derivative Aluminum Articles and Derivative Steel Articles Into the United States).  Imports of products such as fabricated structural steel, prestressed concrete strand, and others, have increased significantly since the issuance of Proclamation 9705 and Proclamation 9980, eroding the domestic industry’s customer base and resulting in depressed demand for steel articles produced in the United States.

The Secretary has also informed me of certain ongoing challenges with the product exclusion process authorized by Proclamation 9705, Proclamation 9777 of August 29, 2018 (Adjusting Imports of Steel Into the United States), and Proclamation 9980 and implemented by subsequent regulations.  This process has resulted in exclusions for a significant volume of imports, in a manner that undermines the purpose of the section 232 measures and threatens to impair national security.  Certain general approved exclusions remain in effect for entire tariff lines of steel articles, notwithstanding the domestic industry’s potential to produce many excluded products. 

I determine that these developments and modifications to the tariffs announced in Proclamation 9705 have undermined the program’s national security objectives by preventing the domestic steel industry from achieving sustained production capacity utilization of at least 80 percent, as determined necessary in the Secretary’s report of January 11, 2018.  I also determine that they have failed to achieve their articulated objectives.  As a result, I determine that they have resulted in significantly increasing imports of steel articles that threaten to impair the national security.    

In light of the Secretary’s findings regarding the alternative agreements with South Korea proclaimed in Proclamation 9740; Argentina, Australia, and Brazil proclaimed in Proclamation 9759; Canada and Mexico proclaimed in Proclamation 9894; EU countries proclaimed in Proclamation 10328; Japan proclaimed in Proclamation 10356; and the United Kingdom proclaimed in Proclamation 10406, I have revisited the determinations in these proclamations.  In my judgment, the arrangements with these countries have failed to provide effective, long-term alternative means to address these countries’ contribution to the threatened impairment to the national security by restraining steel articles exports to the United States from each of them, limiting transshipment and surges and distorted pricing, and discouraging excess steel capacity and excess steel production. Thus, I have determined that steel articles imports from these countries threaten to impair the national security, and I have decided that it is necessary to terminate these arrangements as of March 12, 2025.  As of that date, all imports of steel articles and derivative steel articles from Argentina, Australia, Brazil, Canada, EU countries, Japan, Mexico, South Korea, and the United Kingdom shall be subject to the additional ad valorem tariff proclaimed in Proclamation 9705 with respect to steel articles and Proclamation 9980 with respect to derivative steel articles.  In my judgment, these modifications are necessary to address the significantly increasing share of imports of steel articles and derivative steel articles from these sources, which threaten to impair U.S. national security.  Replacing the alternative agreements with the additional ad valorem tariffs will be a more robust and effective means of ensuring that the objectives articulated in the Secretary’s January 11, 2018, report and subsequent proclamations are achieved.

For the same reasons, I have also revisited the determinations in Proclamation 10403, Proclamation 10558, and Proclamation 10771.  In my judgment, the arrangement with Ukraine has failed to provide effective, long-term alternative means to address Ukraine’s contribution to the threatened impairment to our national security by restraining steel articles exports to the United States from Ukraine, limiting transshipment and surges, and discouraging excess steel capacity and excess steel production. Thus, I have determined that steel articles imports from Ukraine threaten to impair the national security and have determined that it is necessary to terminate the temporary exemption for imports of steel articles and derivative steel articles from Ukraine as proclaimed in Proclamation 10403, Proclamation 10558, and Proclamation 10771.  In my judgment, terminating this exemption will prevent abuses that have resulted in significantly increasing imports from sources other than Ukraine, will prevent evasion of antidumping duties, and will support the domestic steel industry without harming Ukraine’s economic recovery. 

In light of the information provided by the Secretary that significantly increasing imports of certain derivative steel articles have depressed demand for steel articles produced by domestic steel producers, I have determined that it is necessary and appropriate in light of U.S. national security interests to adjust the tariff proclaimed in Proclamation 9705 and Proclamation 9980 to apply to additional derivative steel articles.  As of March 12, 2025, the additional derivative steel articles covered by this proclamation, as set out in Annex I to this proclamation, shall be subject to the ad valorem duties proclaimed in Proclamation 9705 and Proclamation 9980, except for derivative steel articles processed in another country from steel articles that were melted and poured in the United States.  For any derivative steel article identified in Annex I that is not in Chapter 73 of the HTSUS, the additional ad valorem duty shall apply only to the steel content of the derivative steel article.  The Secretary shall publish a notice in the Federal Register to this effect, including Annex I to this proclamation. 

The Secretary has informed me that his findings with regard to the product exclusion process present circumstances that in the Secretary’s opinion indicate the need for further action by the President under section 232.  Accordingly, as of the date of this proclamation the Secretary is no longer authorized to provide relief from the additional duties set forth in clause 2 of Proclamation 9705 for any steel article determined not to be produced in the United States in a sufficient and reasonably available amount or a satisfactory quality or based on specific national security determinations, and the product exclusion process as authorized in clause 3 of Proclamation 9705, clause 1 of Proclamation 9777, and clause 2 of Proclamation 9980 is terminated, effective immediately.  I have determined that terminating product exclusions is necessary to ensure that overly broad exclusions do not allow high volumes of imports to undermine the objectives articulated in the Secretary’s January 11, 2018, report and relevant subsequent proclamations.  This change will also relieve the administrative burden that the process has created.  Following this proclamation, and subject to any restrictions set forth in or pursuant to other provisions of applicable law, imports of any steel article or derivative steel article from any source and in any quantity will be available to U.S. importers, provided that the additional ad valorem tariffs are paid upon entry or withdrawal from warehouse for consumption.

Section 232 of the Trade Expansion Act of 1962, as amended, authorizes the President to take action to adjust the imports of an article and its derivatives if the President concurs with the Secretary’s finding that the article is being imported into the United States in such quantities or under such circumstances as to threaten to impair the national security. 

Section 604 of the Trade Act of 1974, as amended (19 U.S.C. 2483), authorizes the president to embody in the Harmonized Tariff Schedule of the United States (HTSUS) the substance of statutes affecting import treatment, and actions thereunder, including the removal, modification, continuance, or imposition of any rate of duty or other import restriction.

20.  The United States will monitor the implementation and effectiveness of these actions in addressing our national security needs, and I may revisit this determination, as appropriate.

 

     NOW, THEREFORE, I, DONALD J. TRUMP, President of the United States of America, by the authority vested in me by the Constitution and the laws of the United States of America, including section 301 of title 3, United States Code, section 604 of the Trade Act of 1974, as amended, and section 232 of the Trade Expansion Act of 1962, as amended, do hereby proclaim as follows: 

 

The provisions of Proclamation 9740 with respect to imports of steel articles from South Korea; Proclamation 9759 with respect to imports of steel articles from Argentina, Australia, and Brazil; Proclamation 10064 with respect to imports of steel articles from Brazil; Proclamation 9894 with respect to imports of steel articles from Canada and Mexico; Proclamation 10783 with respect to imports of steel articles from Mexico; Proclamation 10328 and Proclamation 10691 with respect to imports of steel articles and derivative steel articles from the EU; Proclamation 10356 with respect to imports of steel articles and derivative steel articles from Japan; Proclamation 10406 with respect to imports of steel articles and derivative steel articles from the United Kingdom; and Proclamation 10403, Proclamation 10558, and Proclamation 10771 with respect to steel articles and derivative steel articles from Ukraine shall be ineffective as of 12:01 a.m. eastern time on March 12, 2025.  The provisions of clause 1 of Proclamation 9740 as applicable to imports of steel articles or derivative steel articles from Argentina, Australia, Brazil, Canada, Mexico, South Korea, and EU member countries shall be ineffective as of 12:01 a.m. eastern time on March 12, 2025.  The provisions of clause 1 of Proclamation 9980 as applicable to imports of derivative steel articles from Argentina, Australia, Canada, Mexico, and South Korea shall be ineffective as of 12:01 a.m. eastern time on March 12, 2025.  As of 12:01 a.m. eastern time on March 12, 2025, all imports of steel articles and derivative steel articles from these countries shall be subject to the additional ad valorem tariffs proclaimed in Proclamation 9705 and Proclamation 9980.

Clause 2 of Proclamation 9705, as amended, is revised to read as follows:

“(2)(a)  In order to establish certain modifications to the duty rate on imports of steel articles, subchapter III of chapter 99 of the HTSUS is modified as provided in the forthcoming annex to this proclamation set out in a subsequent Federal Register notice and any subsequent proclamations regarding such steel articles.

 

     (b)  Except as otherwise provided in this proclamation, or in notices published pursuant to clause 3 of this proclamation, all steel articles imports covered by heading 9903.80.01, in subchapter III of chapter 99 of the HTSUS, shall be subject to an additional 25 percent ad valorem rate of duty with respect to goods entered for consumption, or withdrawn from warehouse for consumption, as follows: (i) on or after 12:01 a.m. eastern time on March 23, 2018, from all countries except Argentina, Australia, Brazil, Canada, Mexico, South Korea, and the member countries of the European Union; (ii) on or after 12:01 a.m. eastern time on June 1, 2018, from all countries except Argentina, Australia, Brazil, and South Korea; (iii) on or after 12:01 a.m. eastern time on August 13, 2018, from all countries except Argentina, Australia, Brazil, South Korea, and Turkey; (iv) on or after 12:01 a.m. eastern time on May 20, 2019, from all countries except Argentina, Australia, Brazil, South Korea, and Turkey; (v) on or after 12:01 a.m. eastern time on May 21, 2019, from all countries except Argentina, Australia, Brazil, Canada, Mexico, and South Korea; (vi) on or after 12:01 a.m. eastern time on January 1, 2022, from all countries except Argentina, Australia, Brazil, Canada, Mexico, and South Korea, and except the member countries of the European Union through 11:59 p.m. eastern time on December 31, 2023, for steel articles covered by headings 9903.80.65 through 9903.81.19, inclusive; (vii) on or after 12:01 a.m. eastern time on April 1, 2022, from all countries except Argentina, Australia, Brazil, Canada, Mexico, and South Korea, and except the member countries of the European Union through 11:59 p.m. eastern time on December 31, 2023, for steel articles covered by headings 9903.80.65 through 9903.81.19, inclusive, and from Japan, for steel articles covered by headings 9903.81.25 through 9903.81.80, inclusive; (viii) on or after 12:01 a.m. eastern time on June 1, 2022, from all countries except Argentina, Australia, Brazil, Canada, Mexico, South Korea, and Ukraine through 11:59 p.m. eastern time on June 1, 2023, and except the member countries of the European Union through 11:59 p.m. eastern time on December 31, 2023, for steel articles covered by headings 9903.80.65 through 9903.81.19, inclusive, and from Japan and the United Kingdom (UK), for steel articles covered by subheadings 9903.81.25 through 9903.81.78 and heading 9903.81.80, and from the member countries of the European Union, for steel articles covered by heading 9903.81.81; (ix) on or after 12:01 a.m. eastern time on June 1, 2023, from all countries except Argentina, Australia, Brazil, Canada, Mexico, South Korea, and Ukraine through 11:59 p.m. eastern time on June 1, 2024, and except the member countries of the European Union through 11:59 p.m. eastern time on December 31, 2023, for steel articles covered by headings 9903.80.65 through 9903.81.19, inclusive, and from Japan and the UK, for steel articles covered by subheadings 9903.81.25 through 9903.81.78 and heading 9903.81.80, and from the member countries of the European Union, for steel articles covered by heading 9903.81.81, and from the member countries of the European Union where the steel used in the manufacture of the steel article is melted and poured in Ukraine through 11:59 p.m. eastern time on June 1, 2024, (x) on or after 12:01 a.m. eastern time on January 1, 2024, from all countries except Argentina, Australia, Brazil, Canada, Mexico, and South Korea, and except for Ukraine in accordance with the relevant proclamation as amended, and except the member countries of the European Union in accordance with the relevant proclamation as amended, for steel articles covered by headings 9903.80.65 through 9903.81.19, inclusive, and from Japan and the UK , in accordance the relevant proclamation as amended, for steel articles covered by subheadings 9903.81.25 through 9903.81.78 and heading 9903.81.80, and from the member countries of the European Union in accordance with the relevant proclamation as amended, for steel articles covered by heading 9903.81.81, and from the member countries of the European Union where the steel used in the manufacture of the steel article is melted and poured in Ukraine in accordance with the relevant proclamation as amended, and (xi) from all countries on or after 12:01 a.m. eastern time on March 12, 2025, unless suspended. Further, except as otherwise provided in notices published pursuant to clause 3 of this proclamation, all steel articles imports from Turkey covered by heading 9903.80.02, in subchapter III of chapter 99 of the HTSUS, shall be subject to a 50 percent ad valorem rate of duty with respect to goods entered for consumption, or withdrawn from warehouse for consumption, on or after 12:01 a.m. eastern time on August 13, 2018, and prior to 12:01 a.m. eastern time on May 21, 2019.  These rates of duty, which are in addition to any other duties, fees, exactions, and charges applicable to such imported steel articles, shall apply to imports of steel articles from each country as specified in the preceding three sentences.“

 

The first two sentences of clause 1 of Proclamation 9980 are revised to read as follows:

“In order to establish increases in the duty rate on imports of certain derivative articles, subchapter III of chapter 99 of the HTSUS is modified as provided in Annex I and Annex II to this proclamation.  Except as otherwise provided in this proclamation, all imports of derivative aluminum articles specified in Annex I to this proclamation shall be subject to an additional 10 percent ad valorem rate of duty, and all imports of derivative steel articles specified in Annex II to this proclamation shall be subject to an additional 25 percent ad valorem rate of duty, with respect to goods entered for consumption, or withdrawn from warehouse for consumption, as follows: (i) on or after 12:01 a.m. eastern time on February 8, 2020, these rates of duty, which are in addition to any other duties, fees, exactions, and charges applicable to such imported derivative aluminum articles or steel articles, shall apply to imports of derivative aluminum articles described in Annex I to this proclamation from all countries except Argentina, the Commonwealth of Australia (Australia), Canada, and the United Mexican States (Mexico), and to imports of derivative steel articles described in Annex II to this proclamation from all countries except Argentina, Australia, Brazil, Canada, Mexico, and South Korea; (ii) on or after 12:01 a.m. eastern time on January 1, 2022, these rates of duty, which are in addition to any other duties, fees, exactions, and charges applicable to such imported derivative aluminum articles or steel articles, shall apply to imports of derivative aluminum articles described in Annex I to this proclamation from all countries except Argentina, Australia, Canada, the member countries of the European Union, and Mexico, and to imports of derivative steel articles described in Annex II to this proclamation from all countries except Argentina, Australia, Brazil, Canada, the member countries of the European Union, Mexico, and South Korea; (iii) on or after 12:01 a.m. eastern time on April 1, 2022, these rates of duty, which are in addition to any other duties, fees, exactions, and charges applicable to such imported derivative aluminum articles or steel articles, shall apply to imports of derivative aluminum articles described in Annex I to this proclamation from all countries except Argentina, Australia, Canada, the member countries of the European Union, and Mexico, and to imports of derivative steel articles described in Annex II to this proclamation from all countries except Argentina, Australia, Brazil, Canada, the member countries of the European Union, Japan, Mexico, and South Korea; (iv) on or after 12:01 a.m. eastern time on June 1, 2022, these rates of duty, which are in addition to any other duties, fees, exactions, and charges applicable to such imported derivative aluminum articles or steel articles, shall apply to imports of derivative aluminum articles described in Annex I to this proclamation from all countries except Argentina, Australia, Canada, the member countries of the European Union, Mexico, and the UK, and to imports of derivative steel articles described in Annex II to this proclamation from all countries except Argentina, Australia, Brazil, Canada, the member countries of the European Union, Japan, Mexico, South Korea, and the UK, and except from Ukraine through 11:59 p.m. eastern time on June 1, 2023; (v) on or after 12:01 a.m. eastern time on March 10, 2023, these rates of duty, which are in addition to any other duties, fees, exactions, and charges applicable to such imported derivative aluminum articles or steel articles, shall apply to imports of derivative aluminum articles described in Annex I to this proclamation from all countries except Argentina, Australia, Canada, the member countries of the European Union, Mexico, the UK, and Russia, and to imports of derivative steel articles described in Annex II to this proclamation from all countries except Argentina, Australia, Brazil, Canada, the member countries of the European Union, Japan, Mexico, South Korea, and the UK, and except from Ukraine through 11:59 p.m. eastern time on June 1, 2023; (vi) on or after 12:01 a.m. eastern time on June 1, 2023, these rates of duty, which are in addition to any other duties, fees, exactions, and charges applicable to such imported derivative aluminum articles or steel articles, shall apply to imports of derivative aluminum articles described in Annex I to this proclamation from all countries except Argentina, Australia, Canada, the member countries of the European Union, Mexico, the UK, and Russia, and to imports of derivative steel articles described in Annex II to this proclamation from all countries except Argentina, Australia, Brazil, Canada, the member countries of the European Union, Japan, Mexico, South Korea, and the UK, and except from Ukraine om accordance with the relevant proclamation as amended; and (vii) on or after 12:01 a.m. eastern daylight time on March 12, 2025, unless suspended, these rates of duty, which are in addition to any other duties, taxes, fees, exactions, and charges applicable to such imported derivative steel articles, shall apply to imports of derivative steel articles described in Annex II to this proclamation from all countries.”

 

Except as otherwise provided in this proclamation, all imports of derivative steel articles specified in Annex I to this proclamation or in any subsequent annex to this proclamation, as set out in a subsequent notice in the Federal Register, shall be subject to an additional 25 percent ad valorem rate of duty, with respect to goods entered for consumption, or withdrawn from warehouse for consumption, on or after 12:01 a.m. eastern daylight time on the Commerce certification date in clause 8. These rates of duty, which are in addition to any other duties, taxes, fees, exactions, and charges applicable to such imported derivative steel articles, shall apply to imports of derivative steel articles described in Annex I to this proclamation from all countries, but shall not apply to derivative steel articles processed in another country from steel articles that were melted and poured in the United States. The Secretary shall continue to monitor imports of the derivative articles described in Annex I to this proclamation, and shall, from time to time, in consultation with the United States Trade Representative, review the status of such imports with respect to the national security of the United States.

For purposes of implementing the requirements in this proclamation, importers of steel derivative articles shall provide to U.S. Customs and Border Patrol within the Department of Homeland Security (CBP) any information necessary to identify the steel content used in the manufacture of steel derivative articles imports, covered by this Proclamation. CBP shall implement the information requirements as soon as practicable.

Within 90 days after the date of this proclamation, the Secretary shall establish a process for including additional derivative steel articles within the scope of the ad valorem duties proclaimed in Proclamation 9705, Proclamation 9980, and clause 4 of this proclamation.  In addition to inclusions made by the Secretary, this process shall provide for including additional derivative steel articles at the request of a producer of a steel article or derivative steel article, or an industry association representing one or more such producers, where the request establishes that imports of a derivative steel article have increased in a manner that threatens to impair the national security or otherwise undermine the objectives set forth in the Secretary’s January 11, 2018, report or any Proclamation issued pursuant thereto.  When the Secretary receives such a request from a domestic producer or industry association, the Secretary shall issue a determination regarding whether or not to include the derivative steel article or articles within 60 days of receiving the request. 

The provisions of clause 3 of Proclamation 9705, clause 1 of Proclamation 9777, clause 2 of Proclamation 9980, or any other provisions authorizing the Secretary to grant relief for certain products from the additional ad valorem duties or quantitative restrictions set forth in prior proclamations are hereby revoked.  As of 11:59 p.m. eastern time on the date of this proclamation, the Secretary shall not consider any product exclusion requests or renew any product exclusion requests in effect as of that date.  The Secretary shall take all necessary action to rescind the product exclusion process, including publication in the Federal Register.  Granted product exclusions shall remain effective until their expiration date or until excluded product volume is imported, whichever occurs first.  The Secretary shall terminate all existing general approved exclusions as of March 12, 2025.   

The modifications made by this proclamation in clause 4 shall be effective upon public notification by the Secretary of Commerce, that adequate systems are in place to fully, efficiently, and expediently process and collect tariff revenue for covered articles.

Any steel article or derivative article, except those eligible for admission under “domestic status” as defined in 19 CFR 146.43, that is subject to the duty imposed by this proclamation and that is admitted into a U.S. foreign trade zone on or after 12:01 a.m. eastern daylight time on March 12, 2025, must be admitted as “privileged foreign status” as defined in 19 CFR 146.41, and will be subject upon entry for consumption to any ad valorem rates of duty related to the classification under the applicable HTSUS subheading.  Any steel article or derivative steel article, except those eligible for admission under “domestic status” as defined in 19 CFR 146.43, that is subject to the duty imposed by this proclamation, and that was admitted into a U.S. foreign trade zone under “privileged foreign status” as defined in 19 CFR 146.41, prior to 12:01 a.m. eastern daylight time on March 12, 2025 , will likewise be subject upon entry for consumption to any ad valorem rates of duty related to the classification under the applicable HTSUS subheading added by this proclamation.  Pursuant to clause 8, the duties on steel derivatives established by clause 4 of this Proclamation shall be suspended until public notification by the Secretary of Commerce that adequate systems are in place to fully, efficiently, and expediently process and collect tariff revenue applicable to covered articles.

Any product listed in Annex Ito this proclamation or any subsequent annex published in the Federal Register pursuant to this Proclamation, that is subject to the additional duties imposed by this proclamation, and that is admitted into a U.S. foreign trade zone, except any product that is eligible for admission under “domestic status” as defined in 19 CFR 146.43, may only be admitted as “privileged foreign status,” as defined in 19 CFR 146.41, effective as of the date that the additional duties are imposed.

The Secretary, in consultation with the Commissioner of CBP, Security, and the heads of other relevant executive departments and agencies, shall revise the HTSUS so that it conforms to the amendments and effective dates directed in this proclamation within ten days of March 12, 2025.  The Secretary is authorized and directed to publish any such modification and future modifications to the HTSUS in the Federal Register.

CBP shall prioritize reviews of the classification of imported steel articles and derivative steel articles and, in the event that it discovers misclassification resulting in non-payment of the ad valorem duties proclaimed herein, it shall assess monetary penalties in the maximum amount permitted by law and shall not consider any evidence of mitigating factors in its determination.  In addition, CBP shall promptly notify the Secretary regarding evidence of any efforts to evade payment of the ad valorem duties proclaimed herein through processing or alteration of steel articles or derivative steel articles prior to importation.  In such circumstances, the Secretary shall consider the processed or altered steel articles or derivative steel articles for inclusion as derivative steel articles pursuant to clause 5 of this proclamation.

No drawback shall be available with respect to the duties imposed pursuant to this proclamation.

(14)  The Secretary may issue regulations and guidance consistent with this proclamation, including to address operational necessity.

 

(15) Any provision of a previous proclamation or Executive Order that is inconsistent with the actions taken in this proclamation is superseded to the extent of such inconsistency.

 

IN WITNESS WHEREOF, I have hereunto set my hand this

 

tenth day of February, in the year of our Lord two thousand twenty-five, and of the Independence of the United States of America the two hundred and forty-ninth.

 

關(guān)務(wù)小二附白宮官方原文:
https://www.whitehouse.gov/presidential-actions/2025/02/adjusting-imports-of-steel-into-the-united-states/



(來(lái)源:上海公平貿(mào)易)

 

 

哥倫比亞對(duì)華鍍鋅和鍍鋁鋅板卷作出反傾銷終裁

 

2025年1月22日,哥倫比亞貿(mào)工旅游部在官方公報(bào)發(fā)布2025年1月17日第007號(hào)公告,對(duì)原產(chǎn)于中國(guó)的鍍鋅和鍍鋁鋅板卷(西班牙語(yǔ):Lámina lisa galvanizada y galvalume y teja galvanizada y galvalume)作出反傾銷終裁,決定基于離岸價(jià)(FOB)征收反傾銷稅,其中,哥倫比亞稅號(hào)7210.49.00.00、7210.61.0000、7210.69.00.00、7225.92.00.90和7225.99.00.90項(xiàng)下的厚度不大于2.5毫米的鍍鋅和鍍鋁鋅板材(西班牙語(yǔ):lamina lisa galvanizada y galvalume)稅率為41.74%;哥倫比亞稅號(hào)7210.41.00.00和7210.61.00.00項(xiàng)下的鍍鋅和鍍鋁鋅瓦楞板卷(西班牙語(yǔ):teja galvanizada y galvalume)稅率為94.64%。措施自發(fā)布于官方公報(bào)次日起生效,有效期為五年。

2024年4月30日,哥倫比亞貿(mào)工旅游部發(fā)布第115號(hào)公告,對(duì)原產(chǎn)于中國(guó)的鍍鋅和鍍鋁鋅板卷啟動(dòng)反傾銷調(diào)查。2024年7月19日,哥倫比亞對(duì)該案作出初裁,初步裁定對(duì)涉案產(chǎn)品以離岸價(jià)征收29.9%臨時(shí)反傾銷稅,措施自公告發(fā)布于官方公報(bào)次日起生效,有效期為六個(gè)月,涉案產(chǎn)品的哥倫比亞稅號(hào)為7210.49.00.00、7210.61.00.00 (僅限鍍鋅和鍍鋁鋅普通板)、7210.69.00.00、7225.92.00.90 、7225.99.00.90和7210.41.00.00,稅號(hào)7210.41.00.00和7210.61.00.00項(xiàng)下的鍍鋅瓦楞板卷和鍍鋁鋅瓦楞板卷不適用上述反傾銷稅。

(編譯自:哥倫比亞貿(mào)工旅游部官網(wǎng))

(文 璐編譯)

(趙廣霞校對(duì))

 

原文:

https://www.mincit.gov.co/mincomercioexterior/defensa-comercial/dumping/investigaciones-antidumping-en-curso/lamina-lisa-y-teja-galvanizada-y-galvalume-2024

https://www.mincit.gov.co/getattachment/73161d3b-edcf-4890-8ca7-94079af7f673/Resolucion-007-del-17-de-enero-de-2025.aspx

(來(lái)源:上海公平貿(mào)易)

 

 

商務(wù)部 海關(guān)總署、國(guó)務(wù)院關(guān)稅稅則委員會(huì)發(fā)布多項(xiàng)公告

 

商務(wù)部 海關(guān)總署公告2025年第10號(hào) 公布對(duì)鎢、碲、鉍、鉬、銦相關(guān)物項(xiàng) 實(shí)施出口管制的決定
    根據(jù)《中華人民共和國(guó)出口管制法》《中華人民共和國(guó)對(duì)外貿(mào)易法》《中華人民共和國(guó)海關(guān)法》《中華人民共和國(guó)兩用物項(xiàng)出口管制條例》有關(guān)規(guī)定,為維護(hù)國(guó)家安全和利益、履行防擴(kuò)散等國(guó)際義務(wù),經(jīng)國(guó)務(wù)院批準(zhǔn),決定對(duì)下列物項(xiàng)實(shí)施出口管制:

 



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一、鎢相關(guān)物項(xiàng)

(一)1C117.d.鎢相關(guān)材料:

1.仲鎢酸銨(參考海關(guān)商品編號(hào):2841801000);

2.氧化鎢(參考海關(guān)商品編號(hào):2825901200、2825901910、2825901920);

3.非1C226項(xiàng)下管制的碳化鎢(參考海關(guān)商品編號(hào):2849902000)。

(二)1C117.c.具有下述所有特性的固態(tài)鎢:

1.具有下述任一特性的固態(tài)鎢(不含顆粒、粉末狀):

a.非1C226、1C241項(xiàng)下管制的鎢及鎢含量大于等于97%(按重量)的鎢合金(參考海關(guān)商品編號(hào):8101940001、8101991001、8101999001);

b.鎢含量大于等于80%(按重量)的鎢摻銅(參考海關(guān)商品編號(hào):8101940001、8101991001、8101999001);

c.鎢含量大于等于80%(按重量)的鎢摻銀(銀含量大于等于2%)(參考海關(guān)商品編號(hào):7106919001、7106929001);

2.能被機(jī)械加工成任何下述任一產(chǎn)品:

a.直徑大于等于120 mm、長(zhǎng)度大于等于50 mm的圓柱體;

b.內(nèi)徑大于等于65 mm、壁厚大于等于25 mm且長(zhǎng)度大于等于50 mm的管材;

c.尺寸大于等于120 mm×120 mm×50 mm的塊狀物。

(三)1C004 具有下述所有特性的鎢鎳鐵合金(參考海關(guān)商品編號(hào):8101940001、8101991001、8101999001)或鎢鎳銅合金(參考海關(guān)商品編號(hào):8101940001、8101991001、8101999001):

a.密度大于17.5 g/cm3;

b.彈性極限超過800 MPa;

c.極限抗拉強(qiáng)度大于1270 MPa;

d.伸長(zhǎng)率超過8%。

(四)1E004、1E101.b.生產(chǎn)1C004、1C117.c、1C117.d項(xiàng)的技術(shù)及資料(含工藝規(guī)范、工藝參數(shù)、加工程序等)。

二、碲相關(guān)物項(xiàng)

(一)6C002.a.金屬碲(參考海關(guān)商品編號(hào):2804500001)。

(二)6C002.b.以下任何一種的碲化合物單晶或多晶制品(包括襯底或外延片):

1.碲化鎘(參考海關(guān)商品編號(hào):2842902000、3818009021);

2.碲化鎘鋅(參考海關(guān)商品編號(hào):2842909025、3818009021);

3.碲化鎘汞(參考海關(guān)商品編號(hào):2852100010、3818009021)。

(三)6E002 生產(chǎn)6C002項(xiàng)的技術(shù)及資料(含工藝規(guī)范、工藝參數(shù)、加工程序等)。

三、鉍相關(guān)物項(xiàng)

(一)6C001.a.非1C229項(xiàng)下管制的金屬鉍及制品,包括但不限于錠、塊、珠、顆粒、粉末等形態(tài)(參考海關(guān)商品編號(hào):8106101091、8106101092、8106101099、8106109090、8106901019、8106901029、8106901099、8106909090)。

(二)6C001.b.鍺酸鉍(參考海關(guān)商品編號(hào):2841900041)。

(三)6C001.c.三苯基鉍(參考海關(guān)商品編號(hào):2931900032)。

(四)6C001.d.三對(duì)乙氧基苯基鉍(參考海關(guān)商品編號(hào):2931900032)。

(五)6E001 生產(chǎn)6C001項(xiàng)的技術(shù)及資料(包括工藝規(guī)范、工藝參數(shù)、加工程序等)。

四、鉬相關(guān)物項(xiàng)

(一)1C117.b.鉬粉:用于制造導(dǎo)彈部件的鉬含量(按重量)大于等于97%、顆粒尺寸小于等于50×10-6m(50μm)的鉬及合金顆粒(參考海關(guān)商品編號(hào):8102100001)。

(二)1E101.b.生產(chǎn)1C117.b項(xiàng)的技術(shù)及資料(含工藝規(guī)范、工藝參數(shù)、加工程序等)。

五、銦相關(guān)物項(xiàng)

(一)3C004.a.磷化銦(參考海關(guān)商品編號(hào):2853904051)。

(二)3C004.b.三甲基銦(參考海關(guān)商品編號(hào):2931900032)。

(三)3C004.c.三乙基銦(參考海關(guān)商品編號(hào):2931900032)。

(四)3E004 生產(chǎn)3C004項(xiàng)的技術(shù)及資料(含工藝規(guī)范、工藝參數(shù)、加工程序等)。

出口經(jīng)營(yíng)者出口上述物項(xiàng)應(yīng)當(dāng)依照《中華人民共和國(guó)出口管制法》《中華人民共和國(guó)兩用物項(xiàng)出口管制條例》的相關(guān)規(guī)定向國(guó)務(wù)院商務(wù)主管部門申請(qǐng)?jiān)S可。

本公告自發(fā)布之日起正式實(shí)施。《中華人民共和國(guó)兩用物項(xiàng)出口管制清單》同步予以更新。

商務(wù)部 海關(guān)總署

2025年2月4日 

 

原文:http://www.mofcom.gov.cn/zwgk/zcfb/art/2025/art_e623090907fc4e1092f0a4db72f57b95.html

 

 

國(guó)務(wù)院關(guān)稅稅則委員會(huì)關(guān)于對(duì)原產(chǎn)于美國(guó)的

部分進(jìn)口商品加征關(guān)稅的公告

    2025年2月1日,美國(guó)政府宣布以芬太尼等問題為由對(duì)所有中國(guó)輸美商品加征10%關(guān)稅。美方單邊加征關(guān)稅的做法嚴(yán)重違反世界貿(mào)易組織規(guī)則,不僅無(wú)益于解決自身問題,也對(duì)中美正常經(jīng)貿(mào)合作造成破壞。 

  根據(jù)《中華人民共和國(guó)關(guān)稅法》、《中華人民共和國(guó)海關(guān)法》、《中華人民共和國(guó)對(duì)外貿(mào)易法》等法律法規(guī)和國(guó)際法基本原則,經(jīng)國(guó)務(wù)院批準(zhǔn),自2025年2月10日起,對(duì)原產(chǎn)于美國(guó)的部分進(jìn)口商品加征關(guān)稅。有關(guān)事項(xiàng)如下:



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  一、對(duì)煤炭、液化天然氣加征15%關(guān)稅,具體商品范圍見附件1。 

  二、對(duì)原油、農(nóng)業(yè)機(jī)械、大排量汽車、皮卡加征10%關(guān)稅,具體商品范圍見附件2。 

  三、對(duì)原產(chǎn)于美國(guó)的附件所列進(jìn)口商品,在現(xiàn)行適用關(guān)稅稅率基礎(chǔ)上分別加征相應(yīng)關(guān)稅,現(xiàn)行保稅、減免稅政策不變,此次加征的關(guān)稅不予減免。 

  附件:1.加征15%關(guān)稅商品清單 

            2.加征10%關(guān)稅商品清單 

  國(guó)務(wù)院關(guān)稅稅則委員會(huì)

  2025年2月4日

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原文:http://www.mof.gov.cn/zhengwuxinxi/caizhengxinwen/202502/t20250204_3955222.htm
(來(lái)源:商務(wù)部官方網(wǎng)站、財(cái)政部網(wǎng)站)


剛剛,特朗普宣布:征收“對(duì)等關(guān)稅”!俄烏,重大變局!俄股市暴漲

 

剛剛,特朗普又有大動(dòng)作!

據(jù)央視新聞最新消息,當(dāng)?shù)貢r(shí)間2月13日,美國(guó)總統(tǒng)特朗普宣布,他已決定征收“對(duì)等關(guān)稅”,即讓美國(guó)與貿(mào)易伙伴彼此征收的關(guān)稅稅率相等,并稱將考慮對(duì)使用增值稅制度的國(guó)家加征關(guān)稅。

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特朗普當(dāng)天在白宮橢圓形辦公室簽署備忘錄時(shí)說,“為了公平起見,我決定征收對(duì)等關(guān)稅,這意味著無(wú)論其他國(guó)家向美國(guó)征收多少關(guān)稅,我們也將向他們征收相同的關(guān)稅,不多不少”。

備忘錄說,美國(guó)的政策是要“減少龐大且持續(xù)的商品貿(mào)易逆差”,并解決與外國(guó)貿(mào)易伙伴之間“其他不公平和不平衡的貿(mào)易問題”。

根據(jù)《紐約時(shí)報(bào)》及《國(guó)會(huì)山報(bào)》的說明,新的對(duì)等關(guān)稅措施將依據(jù)與美國(guó)進(jìn)行貿(mào)易的國(guó)家自身所采取的一系列貿(mào)易措施而制定,包括其他國(guó)家對(duì)美征收關(guān)稅的水平、對(duì)本國(guó)產(chǎn)業(yè)提供的補(bǔ)貼、匯率以及任何美方認(rèn)為存在不公平的行為。

有關(guān)“對(duì)等關(guān)稅”征收時(shí)間,備忘錄并未進(jìn)行具體說明。但有分析顯示,特朗普此番公布的對(duì)等關(guān)稅將不會(huì)立即開始征收,相關(guān)備忘錄的簽署將使特朗普政府啟動(dòng)相關(guān)關(guān)稅的制定流程。白宮官員表示,特朗普希望迅速采取行動(dòng),并暗示需要“幾周”而非“幾個(gè)月”實(shí)現(xiàn)落實(shí)關(guān)稅措施。

據(jù)證券時(shí)報(bào)消息,華泰證券分析師易峘和常慧麗撰寫的研報(bào)認(rèn)為,從與美國(guó)關(guān)稅稅率對(duì)比的角度分析,2024年美國(guó)前十五大貿(mào)易伙伴實(shí)施的最惠國(guó)關(guān)稅稅率(2022年)大都高于美國(guó)。報(bào)告認(rèn)為,從綜合稅率對(duì)等和貿(mào)易差額兩方面來(lái)看,預(yù)計(jì)歐盟、印度、巴西、越南、韓國(guó)等或存在一定可能性被特朗普“點(diǎn)名”,成為美國(guó)加征“對(duì)等關(guān)稅”的對(duì)象。但墨西哥和加拿大的經(jīng)驗(yàn)表明,關(guān)稅落地可能仍有較大不確定性。

俄烏傳來(lái)大消息,俄羅斯股市漲近10%

當(dāng)?shù)貢r(shí)間2月13日,俄羅斯股市大漲,截至收盤,‌俄羅斯RTS指數(shù)漲9.51%。值得注意的是,俄羅斯RTS指數(shù)自去年12月份低點(diǎn)(725.56點(diǎn))已經(jīng)反彈超40%,年內(nèi)該指數(shù)也上漲了約20%。

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有分析人士認(rèn)為,俄烏沖突的緩和預(yù)期是俄羅斯股市大漲的主要驅(qū)動(dòng)力。種種跡象表明,俄烏沖突正處于重大轉(zhuǎn)折點(diǎn)。

據(jù)央視新聞最新消息,當(dāng)?shù)貢r(shí)間2月13日,美國(guó)總統(tǒng)特朗普表示,烏克蘭將與俄羅斯一起參與所有和平談判。

13日稍早前,烏克蘭總統(tǒng)澤連斯基表示,不接受“沒有烏克蘭參加的任何雙邊和平談判”,歐洲伙伴作為一方也應(yīng)該出現(xiàn)在談判桌上。

俄羅斯總統(tǒng)新聞秘書佩斯科夫也在13日稍早時(shí)表示,俄羅斯將美國(guó)視為在烏克蘭問題談判中的主要對(duì)手。佩斯科夫表示,烏克蘭肯定會(huì)以某種方式參與和平談判,但是美俄之間會(huì)有一個(gè)單獨(dú)的雙邊談判機(jī)制。

12日,特朗普先后與俄羅斯總統(tǒng)普京和澤連斯基通電話。特朗普當(dāng)天在社交媒體上發(fā)文說,美俄雙方同意就結(jié)束俄烏沖突進(jìn)行“緊密合作”,并派遣各自團(tuán)隊(duì)“立即開始談判”。

經(jīng)濟(jì)數(shù)據(jù)方面,2024年俄羅斯國(guó)內(nèi)生產(chǎn)總值(GDP)增長(zhǎng)了4.1%,達(dá)到歷史最高水平的200萬(wàn)億盧布。俄羅斯加工業(yè)產(chǎn)值增幅高于預(yù)期,為8.5%;包括機(jī)械制造業(yè)在內(nèi)的多個(gè)產(chǎn)業(yè)的產(chǎn)值呈增長(zhǎng)態(tài)勢(shì),增幅為10%~20%。

需求預(yù)期轉(zhuǎn)弱,燒堿期貨大跌

本周二,燒堿期貨主力合約持續(xù)大幅下跌,近三個(gè)交易日累計(jì)跌幅超10%。周四,燒堿期貨主力合約單日大幅下跌5.51%。近月2503、2504合約均跌停。

方正中期期貨首席煤化工研究員夏聰聰表示,春節(jié)假期結(jié)束后,燒堿期價(jià)創(chuàng)上市以來(lái)新高,隨后漲勢(shì)放緩。隨著多頭持倉(cāng)減少,期貨盤面大幅下挫,跌破短期均線支撐,技術(shù)走勢(shì)上向下破位。此外,下游部分氧化鋁裝置投產(chǎn)時(shí)間推遲,進(jìn)一步弱化從業(yè)者心態(tài),燒堿期貨價(jià)格一舉下破3000元/噸關(guān)口。

在中信建投期貨能化高級(jí)分析師胡鵬看來(lái),春節(jié)后燒堿期貨價(jià)格快速下跌,主要是受春節(jié)期間庫(kù)存增加和需求預(yù)期轉(zhuǎn)弱影響。春節(jié)期間,燒堿生產(chǎn)企業(yè)庫(kù)存增加21萬(wàn)噸,至45萬(wàn)噸,增幅超80%。本周燒堿庫(kù)存繼續(xù)增加,生產(chǎn)企業(yè)庫(kù)存增加2萬(wàn)噸,至47萬(wàn)噸,環(huán)比增加5%。除庫(kù)存增加外,近期氧化鋁價(jià)格大跌、氧化鋁新增產(chǎn)能推遲投放對(duì)燒堿價(jià)格也形成了負(fù)反饋。

“多重利空影響下,本周燒堿現(xiàn)貨價(jià)格也有所松動(dòng),個(gè)別企業(yè)開始下調(diào)現(xiàn)貨價(jià)格。”胡鵬稱,此前燒堿價(jià)格上漲的主要原因是氧化鋁新增投產(chǎn)帶來(lái)需求增量,而近期氧化鋁價(jià)格大跌使市場(chǎng)邏輯生變,期貨也從升水格局轉(zhuǎn)為貼水。期貨月間結(jié)構(gòu)從back結(jié)構(gòu)轉(zhuǎn)為各合約接近平水。

中泰期貨研究所燒堿研究員劉田莉也認(rèn)為,燒堿盤面大幅下跌的主要原因是春節(jié)后需求不及市場(chǎng)預(yù)期。“春節(jié)前個(gè)別地區(qū)出現(xiàn)燒堿供給緊張現(xiàn)象,中下游采購(gòu)積極性增加,尤其是山東主力下游氧化鋁廠采購(gòu)價(jià)大幅提升,但送貨量沒有明顯提升,因此盤面大幅沖高。春節(jié)后下游需求情況有待觀察,非鋁需求尚未恢復(fù),散戶拿貨意愿低迷,主力下游氧化鋁廠未有明顯提價(jià)備貨跡象,而送貨量較節(jié)前明顯增加,現(xiàn)貨價(jià)格上漲乏力。”

“燒堿廠庫(kù)大幅累積后企業(yè)面臨較大壓力。”夏聰聰表示,燒堿貨源供應(yīng)變化不大,在部分裝置檢修的影響下,產(chǎn)能利用率略下滑,產(chǎn)量有所回落。春節(jié)假期需求擾動(dòng)較大,下游氧化鋁產(chǎn)量增加,耗堿量相對(duì)穩(wěn)定,但部分裝置投產(chǎn)時(shí)間推遲,需求端表現(xiàn)不及預(yù)期。此外,氧化鋁價(jià)格持續(xù)回落,也在一定程度上抑制了燒堿需求,非鋁需求對(duì)高價(jià)存在抵觸心理。燒堿廠區(qū)庫(kù)存慣性累積,壓力有所增加。

“盡管燒堿期貨價(jià)格大幅回落,但對(duì)現(xiàn)貨市場(chǎng)的影響不大,燒堿期現(xiàn)聯(lián)動(dòng)性有所下降。國(guó)內(nèi)液堿現(xiàn)貨市場(chǎng)平穩(wěn)運(yùn)行,氣氛尚可,大部分地區(qū)報(bào)價(jià)未有明顯波動(dòng),山東低濃度堿報(bào)價(jià)已不變,高濃度堿報(bào)價(jià)上調(diào)。”夏聰聰稱。

在胡鵬看來(lái),目前燒堿市場(chǎng)的主要矛盾是高庫(kù)存如何消化和氧化鋁投產(chǎn)的樂觀預(yù)期能否兌現(xiàn)。“春節(jié)后下游非氧化鋁需求陸續(xù)恢復(fù),燒堿高庫(kù)存壓力或小幅緩解,但氧化鋁需求能否兌現(xiàn)存疑。近期氧化鋁價(jià)格持續(xù)下跌,近月合約跌至3300元/噸附近。受利潤(rùn)大幅下降影響,氧化鋁新增產(chǎn)能投放積極性減弱,新產(chǎn)能投放計(jì)劃或推遲。”

展望后市,胡鵬認(rèn)為,短期燒堿價(jià)格仍有下探空間,尤其是現(xiàn)貨價(jià)格補(bǔ)跌概率較大,上游企業(yè)關(guān)注價(jià)格反彈后的賣出套保機(jī)會(huì)。中期密切關(guān)注氧化鋁投產(chǎn)和備貨節(jié)奏,若燒堿價(jià)格超預(yù)期下跌,可關(guān)注估值修復(fù)機(jī)會(huì)。

夏聰聰也認(rèn)為,燒堿破位下行,避險(xiǎn)情緒尚未完全釋放,短期盤面將延續(xù)跌勢(shì),關(guān)注下方2830~2850元/噸區(qū)間支撐。但隨著下游需求恢復(fù)及春季檢修啟動(dòng),燒堿市場(chǎng)基本面仍存在向好預(yù)期。

劉田莉表示,燒堿期貨主力合約連續(xù)大幅下跌后,投資者需要關(guān)注現(xiàn)貨價(jià)格走勢(shì),畢竟春節(jié)后現(xiàn)貨價(jià)格還未明顯下跌,若非鋁需求恢復(fù)不及預(yù)期,導(dǎo)致現(xiàn)貨價(jià)格走弱,那么盤面還有繼續(xù)下跌的空間。從燒堿基本面看,32%離子膜堿價(jià)格短期易跌難漲,期貨盤面或維持偏弱態(tài)勢(shì)。

(來(lái)源:期貨日?qǐng)?bào)

 

 

 
 
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