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上海市進出口公平貿易行業(yè)工作站(上海有色金屬行業(yè)協會)信息簡報【2025年第2期】 2025年02月14日瀏覽次數:35 作者: 來源:上海有色金屬行業(yè)協會

 


信息簡報

上海有色金屬行業(yè)協會

上海市進出口公平貿易行業(yè)工作站

2025年第2期(總第81期)

____________________________________

主要內容

 

一、歐亞經濟聯盟發(fā)布對華鋁箔反傾銷終裁披露

二、美國正式宣布對進口鋼鐵產品全面加征25%關稅(附詳細解讀)

三、哥倫比亞對華鍍鋅和鍍鋁鋅板卷作出反傾銷終裁

四、商務部 海關總署、國務院關稅稅則委員會發(fā)布多項公告

五、剛剛,特朗普宣布:征收“對等關稅”!俄烏,重大變局!俄股市暴漲

 

 

歐亞經濟聯盟發(fā)布對華鋁箔反傾銷終裁披露


2025年1月24日,歐亞經濟委員會內部市場保護司發(fā)布對原產于中國的鋁箔(俄語:алюминиевая фольга)反傾銷調查終裁披露(參見第2025/428/AD39號公告),裁定涉案產品存在傾銷,且該傾銷對歐亞經濟聯盟構成了實質性損害,因此建議對涉案企業(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.)及其他中國生產商均為20.24%。涉案產品為厚度介于0.0046毫米~0.2毫米、寬度介于20毫米~1616毫米、長度大于150米,無論有無襯背、無論是否涂鍍的鋁箔卷,涉及歐亞經濟聯盟稅號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項下的產品。

利益相關方應于2025年2月10日(含)前提交案件評述意見。
2024年3月28日,歐亞經濟委員會對原產于中國的鋁箔啟動反傾銷調查。
(編譯自:歐亞經濟聯盟官網)
(文 璐編譯)
(崔 湧校對)
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

(來源:上海公平貿易)

 

 

 

 

美國正式宣布對進口鋼鐵產品全面加征25%關稅(附詳細解讀)

 

 

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.

 

關務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/



(來源:上海公平貿易)

 

 

哥倫比亞對華鍍鋅和鍍鋁鋅板卷作出反傾銷終裁

 

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

2024年4月30日,哥倫比亞貿工旅游部發(fā)布第115號公告,對原產于中國的鍍鋅和鍍鋁鋅板卷啟動反傾銷調查。2024年7月19日,哥倫比亞對該案作出初裁,初步裁定對涉案產品以離岸價征收29.9%臨時反傾銷稅,措施自公告發(fā)布于官方公報次日起生效,有效期為六個月,涉案產品的哥倫比亞稅號為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7210.41.00.00和7210.61.00.00項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:哥倫比亞貿工旅游部官網)

(文 璐編譯)

(趙廣霞校對)

 

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

(來源:上海公平貿易)

 

 

商務部 海關總署、國務院關稅稅則委員會發(fā)布多項公告

 

商務部 海關總署公告2025年第10號 公布對鎢、碲、鉍、鉬、銦相關物項 實施出口管制的決定
    根據《中華人民共和國出口管制法》《中華人民共和國對外貿易法》《中華人民共和國海關法》《中華人民共和國兩用物項出口管制條例》有關規(guī)定,為維護國家安全和利益、履行防擴散等國際義務,經國務院批準,決定對下列物項實施出口管制:

 



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一、鎢相關物項

(一)1C117.d.鎢相關材料:

1.仲鎢酸銨(參考海關商品編號:2841801000);

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

3.非1C226項下管制的碳化鎢(參考海關商品編號: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(參考海關商品編號:8101940001、8101991001、8101999001);

b.鎢含量大于等于80%(按重量)的鎢摻銅(參考海關商品編號: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%)(參考海關商品編號:7106919001、7106929001);

2.能被機械加工成任何下述任一產品:

a.直徑大于等于120 mm、長度大于等于50 mm的圓柱體;

b.內徑大于等于65 mm、壁厚大于等于25 mm且長度大于等于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(參考海關商品編號:8101940001、8101991001、8101999001)或鎢鎳銅合金(參考海關商品編號:8101940001、8101991001、8101999001):

a.密度大于17.5 g/cm3;

b.彈性極限超過800 MPa;

c.極限抗拉強度大于1270 MPa;

d.伸長率超過8%。

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

二、碲相關物項

(一)6C002.a.金屬碲(參考海關商品編號: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(參考海關商品編號:2842902000、3818009021);

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

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

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

三、鉍相關物項

(一)6C001.a.非1C229項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)(參考海關商品編號:8106101091、8106101092、8106101099、8106109090、8106901019、8106901029、8106901099、8106909090)。

(二)6C001.b.鍺酸鉍(參考海關商品編號:2841900041)。

(三)6C001.c.三苯基鉍(參考海關商品編號:2931900032)。

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

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

四、鉬相關物項

(一)1C117.b.鉬粉:用于制造導彈部件的鉬含量(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(參考海關商品編號:8102100001)。

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

五、銦相關物項

(一)3C004.a.磷化銦(參考海關商品編號:2853904051)。

(二)3C004.b.三甲基銦(參考海關商品編號:2931900032)。

(三)3C004.c.三乙基銦(參考海關商品編號:2931900032)。

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

出口經營者出口上述物項應當依照《中華人民共和國出口管制法》《中華人民共和國兩用物項出口管制條例》的相關規(guī)定向國務院商務主管部門申請許可。

本公告自發(fā)布之日起正式實施。《中華人民共和國兩用物項出口管制清單》同步予以更新。

商務部 海關總署

2025年2月4日 

 

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

 

 

國務院關稅稅則委員會關于對原產于美國的

部分進口商品加征關稅的公告

    2025年2月1日,美國政府宣布以芬太尼等問題為由對所有中國輸美商品加征10%關稅。美方單邊加征關稅的做法嚴重違反世界貿易組織規(guī)則,不僅無益于解決自身問題,也對中美正常經貿合作造成破壞。 

  根據《中華人民共和國關稅法》、《中華人民共和國海關法》、《中華人民共和國對外貿易法》等法律法規(guī)和國際法基本原則,經國務院批準,自2025年2月10日起,對原產于美國的部分進口商品加征關稅。有關事項如下:



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  一、對煤炭、液化天然氣加征15%關稅,具體商品范圍見附件1。 

  二、對原油、農業(yè)機械、大排量汽車、皮卡加征10%關稅,具體商品范圍見附件2。 

  三、對原產于美國的附件所列進口商品,在現行適用關稅稅率基礎上分別加征相應關稅,現行保稅、減免稅政策不變,此次加征的關稅不予減免。 

  附件:1.加征15%關稅商品清單 

            2.加征10%關稅商品清單 

  國務院關稅稅則委員會

  2025年2月4日

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原文:http://www.mof.gov.cn/zhengwuxinxi/caizhengxinwen/202502/t20250204_3955222.htm
(來源:商務部官方網站、財政部網站)


剛剛,特朗普宣布:征收“對等關稅”!俄烏,重大變局!俄股市暴漲

 

剛剛,特朗普又有大動作!

據央視新聞最新消息,當地時間2月13日,美國總統(tǒng)特朗普宣布,他已決定征收“對等關稅”,即讓美國與貿易伙伴彼此征收的關稅稅率相等,并稱將考慮對使用增值稅制度的國家加征關稅。

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特朗普當天在白宮橢圓形辦公室簽署備忘錄時說,“為了公平起見,我決定征收對等關稅,這意味著無論其他國家向美國征收多少關稅,我們也將向他們征收相同的關稅,不多不少”。

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

根據《紐約時報》及《國會山報》的說明,新的對等關稅措施將依據與美國進行貿易的國家自身所采取的一系列貿易措施而制定,包括其他國家對美征收關稅的水平、對本國產業(yè)提供的補貼、匯率以及任何美方認為存在不公平的行為。

有關“對等關稅”征收時間,備忘錄并未進行具體說明。但有分析顯示,特朗普此番公布的對等關稅將不會立即開始征收,相關備忘錄的簽署將使特朗普政府啟動相關關稅的制定流程。白宮官員表示,特朗普希望迅速采取行動,并暗示需要“幾周”而非“幾個月”實現落實關稅措施。

據證券時報消息,華泰證券分析師易峘和?;埯愖珜懙难袌笳J為,從與美國關稅稅率對比的角度分析,2024年美國前十五大貿易伙伴實施的最惠國關稅稅率(2022年)大都高于美國。報告認為,從綜合稅率對等和貿易差額兩方面來看,預計歐盟、印度、巴西、越南、韓國等或存在一定可能性被特朗普“點名”,成為美國加征“對等關稅”的對象。但墨西哥和加拿大的經驗表明,關稅落地可能仍有較大不確定性。

俄烏傳來大消息,俄羅斯股市漲近10%

當地時間2月13日,俄羅斯股市大漲,截至收盤,‌俄羅斯RTS指數漲9.51%。值得注意的是,俄羅斯RTS指數自去年12月份低點(725.56點)已經反彈超40%,年內該指數也上漲了約20%。

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有分析人士認為,俄烏沖突的緩和預期是俄羅斯股市大漲的主要驅動力。種種跡象表明,俄烏沖突正處于重大轉折點。

據央視新聞最新消息,當地時間2月13日,美國總統(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該出現在談判桌上。

俄羅斯總統(tǒng)新聞秘書佩斯科夫也在13日稍早時表示,俄羅斯將美國視為在烏克蘭問題談判中的主要對手。佩斯科夫表示,烏克蘭肯定會以某種方式參與和平談判,但是美俄之間會有一個單獨的雙邊談判機制。

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

經濟數據方面,2024年俄羅斯國內生產總值(GDP)增長了4.1%,達到歷史最高水平的200萬億盧布。俄羅斯加工業(yè)產值增幅高于預期,為8.5%;包括機械制造業(yè)在內的多個產業(yè)的產值呈增長態(tài)勢,增幅為10%~20%。

需求預期轉弱,燒堿期貨大跌

本周二,燒堿期貨主力合約持續(xù)大幅下跌,近三個交易日累計跌幅超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)假期結束后,燒堿期價創(chuàng)上市以來新高,隨后漲勢放緩。隨著多頭持倉減少,期貨盤面大幅下挫,跌破短期均線支撐,技術走勢上向下破位。此外,下游部分氧化鋁裝置投產時間推遲,進一步弱化從業(yè)者心態(tài),燒堿期貨價格一舉下破3000元/噸關口。

在中信建投期貨能化高級分析師胡鵬看來,春節(jié)后燒堿期貨價格快速下跌,主要是受春節(jié)期間庫存增加和需求預期轉弱影響。春節(jié)期間,燒堿生產企業(yè)庫存增加21萬噸,至45萬噸,增幅超80%。本周燒堿庫存繼續(xù)增加,生產企業(yè)庫存增加2萬噸,至47萬噸,環(huán)比增加5%。除庫存增加外,近期氧化鋁價格大跌、氧化鋁新增產能推遲投放對燒堿價格也形成了負反饋。

“多重利空影響下,本周燒堿現貨價格也有所松動,個別企業(yè)開始下調現貨價格。”胡鵬稱,此前燒堿價格上漲的主要原因是氧化鋁新增投產帶來需求增量,而近期氧化鋁價格大跌使市場邏輯生變,期貨也從升水格局轉為貼水。期貨月間結構從back結構轉為各合約接近平水。

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)后需求不及市場預期。“春節(jié)前個別地區(qū)出現燒堿供給緊張現象,中下游采購積極性增加,尤其是山東主力下游氧化鋁廠采購價大幅提升,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,散戶拿貨意愿低迷,主力下游氧化鋁廠未有明顯提價備貨跡象,而送貨量較節(jié)前明顯增加,現貨價格上漲乏力。”

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

“盡管燒堿期貨價格大幅回落,但對現貨市場的影響不大,燒堿期現聯動性有所下降。國內液堿現貨市場平穩(wěn)運行,氣氛尚可,大部分地區(qū)報價未有明顯波動,山東低濃度堿報價已不變,高濃度堿報價上調。”夏聰聰稱。

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

展望后市,胡鵬認為,短期燒堿價格仍有下探空間,尤其是現貨價格補跌概率較大,上游企業(yè)關注價格反彈后的賣出套保機會。中期密切關注氧化鋁投產和備貨節(jié)奏,若燒堿價格超預期下跌,可關注估值修復機會。

夏聰聰也認為,燒堿破位下行,避險情緒尚未完全釋放,短期盤面將延續(xù)跌勢,關注下方2830~2850元/噸區(qū)間支撐。但隨著下游需求恢復及春季檢修啟動,燒堿市場基本面仍存在向好預期。

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

(來源:期貨日報

 

 

 
 
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