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上海市进出口公平贸易行业工作站(上海有色金属行业协会)信息简报【2025年第2期】 2025年02月14日浏览次数:49 作者: 来源:上海有色金属行业协会

 


信息简报

上海有色金属行业协会

上海市进出口公平贸易行业工作站

2025年第2期(总第81期)

____________________________________

主要内容

 

一、欧亚经济联盟发布对华铝箔反倾销终裁披露

二、美国正式宣布对进口钢铁产品全面加征25%关税(附详细解读)

三、哥伦比亚对华镀锌和镀铝锌板卷作出反倾销终裁

四、商务部 海关总署、国务院关税税则委员会发布多项公告

五、刚刚,特朗普宣布:征收“对等关税”!俄乌,重大变局!俄股市暴涨

 

 

欧亚经济联盟发布对华铝箔反倾销终裁披露


2025年1月24日,欧亚经济委员会内部市场保护司发布对原产于中国的铝箔(俄语:алюминиевая фольга)反倾销调查终裁披露(参见第2025/428/AD39号公告),裁定涉案产品存在倾销,且该倾销对欧亚经济联盟构成了实质性损害,因此建议对涉案企业征收为期五年的反倾销税,其中,厦门厦顺铝箔有限公司(Xiamen Xiashun Aluminium Foil Co., Ltd.)税率为19.52%、上海神火铝箔有限公司(Shanghai Sunho Aluminum Foil Co., Ltd.)为17.16%、江苏鼎胜新能源材料股份有限公司(Jiangsu Dingsheng New Materials Joint-Stock Co., Ltd.)及其他中国生产商均为20.24%。涉案产品为厚度介于0.0046毫米~0.2毫米、宽度介于20毫米~1616毫米、长度大于150米,无论有无衬背、无论是否涂镀的铝箔卷,涉及欧亚经济联盟税号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项下的产品。

利益相关方应于2025年2月10日(含)前提交案件评述意见。
2024年3月28日,欧亚经济委员会对原产于中国的铝箔启动反倾销调查。
(编译自:欧亚经济联盟官网)
(文 璐编译)
(崔 湧校对)
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

(来源:上海公平贸易)

 

 

 

 

美国正式宣布对进口钢铁产品全面加征25%关税(附详细解读)

 

 

附:2025年2月10日特朗普行政命令全文
图片

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.

 

关务小二附白宫官方原文:
https://www.whitehouse.gov/presidential-actions/2025/02/adjusting-imports-of-steel-into-the-united-states/



(来源:上海公平贸易)

 

 

哥伦比亚对华镀锌和镀铝锌板卷作出反倾销终裁

 

2025年1月22日,哥伦比亚贸工旅游部在官方公报发布2025年1月17日第007号公告,对原产于中国的镀锌和镀铝锌板卷(西班牙语:Lámina lisa galvanizada y galvalume y teja galvanizada y galvalume)作出反倾销终裁,决定基于离岸价(FOB)征收反倾销税,其中,哥伦比亚税号7210.49.00.00、7210.61.0000、7210.69.00.00、7225.92.00.90和7225.99.00.90项下的厚度不大于2.5毫米的镀锌和镀铝锌板材(西班牙语:lamina lisa galvanizada y galvalume)税率为41.74%;哥伦比亚税号7210.41.00.00和7210.61.00.00项下的镀锌和镀铝锌瓦楞板卷(西班牙语:teja galvanizada y galvalume)税率为94.64%。措施自发布于官方公报次日起生效,有效期为五年。

2024年4月30日,哥伦比亚贸工旅游部发布第115号公告,对原产于中国的镀锌和镀铝锌板卷启动反倾销调查。2024年7月19日,哥伦比亚对该案作出初裁,初步裁定对涉案产品以离岸价征收29.9%临时反倾销税,措施自公告发布于官方公报次日起生效,有效期为六个月,涉案产品的哥伦比亚税号为7210.49.00.00、7210.61.00.00 (仅限镀锌和镀铝锌普通板)、7210.69.00.00、7225.92.00.90 、7225.99.00.90和7210.41.00.00,税号7210.41.00.00和7210.61.00.00项下的镀锌瓦楞板卷和镀铝锌瓦楞板卷不适用上述反倾销税。

(编译自:哥伦比亚贸工旅游部官网)

(文 璐编译)

(赵广霞校对)

 

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

(来源:上海公平贸易)

 

 

商务部 海关总署、国务院关税税则委员会发布多项公告

 

商务部 海关总署公告2025年第10号 公布对钨、碲、铋、钼、铟相关物项 实施出口管制的决定
    根据《中华人民共和国出口管制法》《中华人民共和国对外贸易法》《中华人民共和国海关法》《中华人民共和国两用物项出口管制条例》有关规定,为维护国家安全和利益、履行防扩散等国际义务,经国务院批准,决定对下列物项实施出口管制:

 



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一、钨相关物项

(一)1C117.d.钨相关材料:

1.仲钨酸铵(参考海关商品编号:2841801000);

2.氧化钨(参考海关商品编号:2825901200、2825901910、2825901920);

3.非1C226项下管制的碳化钨(参考海关商品编号:2849902000)。

(二)1C117.c.具有下述所有特性的固态钨:

1.具有下述任一特性的固态钨(不含颗粒、粉末状):

a.非1C226、1C241项下管制的钨及钨含量大于等于97%(按重量)的钨合金(参考海关商品编号:8101940001、8101991001、8101999001);

b.钨含量大于等于80%(按重量)的钨掺铜(参考海关商品编号:8101940001、8101991001、8101999001);

c.钨含量大于等于80%(按重量)的钨掺银(银含量大于等于2%)(参考海关商品编号:7106919001、7106929001);

2.能被机械加工成任何下述任一产品:

a.直径大于等于120 mm、长度大于等于50 mm的圆柱体;

b.内径大于等于65 mm、壁厚大于等于25 mm且长度大于等于50 mm的管材;

c.尺寸大于等于120 mm×120 mm×50 mm的块状物。

(三)1C004 具有下述所有特性的钨镍铁合金(参考海关商品编号:8101940001、8101991001、8101999001)或钨镍铜合金(参考海关商品编号:8101940001、8101991001、8101999001):

a.密度大于17.5 g/cm3;

b.弹性极限超过800 MPa;

c.极限抗拉强度大于1270 MPa;

d.伸长率超过8%。

(四)1E004、1E101.b.生产1C004、1C117.c、1C117.d项的技术及资料(含工艺规范、工艺参数、加工程序等)。

二、碲相关物项

(一)6C002.a.金属碲(参考海关商品编号:2804500001)。

(二)6C002.b.以下任何一种的碲化合物单晶或多晶制品(包括衬底或外延片):

1.碲化镉(参考海关商品编号:2842902000、3818009021);

2.碲化镉锌(参考海关商品编号:2842909025、3818009021);

3.碲化镉汞(参考海关商品编号:2852100010、3818009021)。

(三)6E002 生产6C002项的技术及资料(含工艺规范、工艺参数、加工程序等)。

三、铋相关物项

(一)6C001.a.非1C229项下管制的金属铋及制品,包括但不限于锭、块、珠、颗粒、粉末等形态(参考海关商品编号:8106101091、8106101092、8106101099、8106109090、8106901019、8106901029、8106901099、8106909090)。

(二)6C001.b.锗酸铋(参考海关商品编号:2841900041)。

(三)6C001.c.三苯基铋(参考海关商品编号:2931900032)。

(四)6C001.d.三对乙氧基苯基铋(参考海关商品编号:2931900032)。

(五)6E001 生产6C001项的技术及资料(包括工艺规范、工艺参数、加工程序等)。

四、钼相关物项

(一)1C117.b.钼粉:用于制造导弹部件的钼含量(按重量)大于等于97%、颗粒尺寸小于等于50×10-6m(50μm)的钼及合金颗粒(参考海关商品编号:8102100001)。

(二)1E101.b.生产1C117.b项的技术及资料(含工艺规范、工艺参数、加工程序等)。

五、铟相关物项

(一)3C004.a.磷化铟(参考海关商品编号:2853904051)。

(二)3C004.b.三甲基铟(参考海关商品编号:2931900032)。

(三)3C004.c.三乙基铟(参考海关商品编号:2931900032)。

(四)3E004 生产3C004项的技术及资料(含工艺规范、工艺参数、加工程序等)。

出口经营者出口上述物项应当依照《中华人民共和国出口管制法》《中华人民共和国两用物项出口管制条例》的相关规定向国务院商务主管部门申请许可。

本公告自发布之日起正式实施。《中华人民共和国两用物项出口管制清单》同步予以更新。

商务部 海关总署

2025年2月4日 

 

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

 

 

国务院关税税则委员会关于对原产于美国的

部分进口商品加征关税的公告

    2025年2月1日,美国政府宣布以芬太尼等问题为由对所有中国输美商品加征10%关税。美方单边加征关税的做法严重违反世界贸易组织规则,不仅无益于解决自身问题,也对中美正常经贸合作造成破坏。 

  根据《中华人民共和国关税法》、《中华人民共和国海关法》、《中华人民共和国对外贸易法》等法律法规和国际法基本原则,经国务院批准,自2025年2月10日起,对原产于美国的部分进口商品加征关税。有关事项如下:



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  一、对煤炭、液化天然气加征15%关税,具体商品范围见附件1。 

  二、对原油、农业机械、大排量汽车、皮卡加征10%关税,具体商品范围见附件2。 

  三、对原产于美国的附件所列进口商品,在现行适用关税税率基础上分别加征相应关税,现行保税、减免税政策不变,此次加征的关税不予减免。 

  附件:1.加征15%关税商品清单 

            2.加征10%关税商品清单 

  国务院关税税则委员会

  2025年2月4日

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原文:http://www.mof.gov.cn/zhengwuxinxi/caizhengxinwen/202502/t20250204_3955222.htm
(来源:商务部官方网站、财政部网站)


刚刚,特朗普宣布:征收“对等关税”!俄乌,重大变局!俄股市暴涨

 

刚刚,特朗普又有大动作!

据央视新闻最新消息,当地时间2月13日,美国总统特朗普宣布,他已决定征收“对等关税”,即让美国与贸易伙伴彼此征收的关税税率相等,并称将考虑对使用增值税制度的国家加征关税。

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特朗普当天在白宫椭圆形办公室签署备忘录时说,“为了公平起见,我决定征收对等关税,这意味着无论其他国家向美国征收多少关税,我们也将向他们征收相同的关税,不多不少”。

备忘录说,美国的政策是要“减少庞大且持续的商品贸易逆差”,并解决与外国贸易伙伴之间“其他不公平和不平衡的贸易问题”。

根据《纽约时报》及《国会山报》的说明,新的对等关税措施将依据与美国进行贸易的国家自身所采取的一系列贸易措施而制定,包括其他国家对美征收关税的水平、对本国产业提供的补贴、汇率以及任何美方认为存在不公平的行为。

有关“对等关税”征收时间,备忘录并未进行具体说明。但有分析显示,特朗普此番公布的对等关税将不会立即开始征收,相关备忘录的签署将使特朗普政府启动相关关税的制定流程。白宫官员表示,特朗普希望迅速采取行动,并暗示需要“几周”而非“几个月”实现落实关税措施。

据证券时报消息,华泰证券分析师易峘和常慧丽撰写的研报认为,从与美国关税税率对比的角度分析,2024年美国前十五大贸易伙伴实施的最惠国关税税率(2022年)大都高于美国。报告认为,从综合税率对等和贸易差额两方面来看,预计欧盟、印度、巴西、越南、韩国等或存在一定可能性被特朗普“点名”,成为美国加征“对等关税”的对象。但墨西哥和加拿大的经验表明,关税落地可能仍有较大不确定性。

俄乌传来大消息,俄罗斯股市涨近10%

当地时间2月13日,俄罗斯股市大涨,截至收盘,‌俄罗斯RTS指数涨9.51%。值得注意的是,俄罗斯RTS指数自去年12月份低点(725.56点)已经反弹超40%,年内该指数也上涨了约20%。

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有分析人士认为,俄乌冲突的缓和预期是俄罗斯股市大涨的主要驱动力。种种迹象表明,俄乌冲突正处于重大转折点。

据央视新闻最新消息,当地时间2月13日,美国总统特朗普表示,乌克兰将与俄罗斯一起参与所有和平谈判。

13日稍早前,乌克兰总统泽连斯基表示,不接受“没有乌克兰参加的任何双边和平谈判”,欧洲伙伴作为一方也应该出现在谈判桌上。

俄罗斯总统新闻秘书佩斯科夫也在13日稍早时表示,俄罗斯将美国视为在乌克兰问题谈判中的主要对手。佩斯科夫表示,乌克兰肯定会以某种方式参与和平谈判,但是美俄之间会有一个单独的双边谈判机制。

12日,特朗普先后与俄罗斯总统普京和泽连斯基通电话。特朗普当天在社交媒体上发文说,美俄双方同意就结束俄乌冲突进行“紧密合作”,并派遣各自团队“立即开始谈判”。

经济数据方面,2024年俄罗斯国内生产总值(GDP)增长了4.1%,达到历史最高水平的200万亿卢布。俄罗斯加工业产值增幅高于预期,为8.5%;包括机械制造业在内的多个产业的产值呈增长态势,增幅为10%~20%。

需求预期转弱,烧碱期货大跌

本周二,烧碱期货主力合约持续大幅下跌,近三个交易日累计跌幅超10%。周四,烧碱期货主力合约单日大幅下跌5.51%。近月2503、2504合约均跌停。

方正中期期货首席煤化工研究员夏聪聪表示,春节假期结束后,烧碱期价创上市以来新高,随后涨势放缓。随着多头持仓减少,期货盘面大幅下挫,跌破短期均线支撑,技术走势上向下破位。此外,下游部分氧化铝装置投产时间推迟,进一步弱化从业者心态,烧碱期货价格一举下破3000元/吨关口。

在中信建投期货能化高级分析师胡鹏看来,春节后烧碱期货价格快速下跌,主要是受春节期间库存增加和需求预期转弱影响。春节期间,烧碱生产企业库存增加21万吨,至45万吨,增幅超80%。本周烧碱库存继续增加,生产企业库存增加2万吨,至47万吨,环比增加5%。除库存增加外,近期氧化铝价格大跌、氧化铝新增产能推迟投放对烧碱价格也形成了负反馈。

“多重利空影响下,本周烧碱现货价格也有所松动,个别企业开始下调现货价格。”胡鹏称,此前烧碱价格上涨的主要原因是氧化铝新增投产带来需求增量,而近期氧化铝价格大跌使市场逻辑生变,期货也从升水格局转为贴水。期货月间结构从back结构转为各合约接近平水。

中泰期货研究所烧碱研究员刘田莉也认为,烧碱盘面大幅下跌的主要原因是春节后需求不及市场预期。“春节前个别地区出现烧碱供给紧张现象,中下游采购积极性增加,尤其是山东主力下游氧化铝厂采购价大幅提升,但送货量没有明显提升,因此盘面大幅冲高。春节后下游需求情况有待观察,非铝需求尚未恢复,散户拿货意愿低迷,主力下游氧化铝厂未有明显提价备货迹象,而送货量较节前明显增加,现货价格上涨乏力。”

“烧碱厂库大幅累积后企业面临较大压力。”夏聪聪表示,烧碱货源供应变化不大,在部分装置检修的影响下,产能利用率略下滑,产量有所回落。春节假期需求扰动较大,下游氧化铝产量增加,耗碱量相对稳定,但部分装置投产时间推迟,需求端表现不及预期。此外,氧化铝价格持续回落,也在一定程度上抑制了烧碱需求,非铝需求对高价存在抵触心理。烧碱厂区库存惯性累积,压力有所增加。

“尽管烧碱期货价格大幅回落,但对现货市场的影响不大,烧碱期现联动性有所下降。国内液碱现货市场平稳运行,气氛尚可,大部分地区报价未有明显波动,山东低浓度碱报价已不变,高浓度碱报价上调。”夏聪聪称。

在胡鹏看来,目前烧碱市场的主要矛盾是高库存如何消化和氧化铝投产的乐观预期能否兑现。“春节后下游非氧化铝需求陆续恢复,烧碱高库存压力或小幅缓解,但氧化铝需求能否兑现存疑。近期氧化铝价格持续下跌,近月合约跌至3300元/吨附近。受利润大幅下降影响,氧化铝新增产能投放积极性减弱,新产能投放计划或推迟。”

展望后市,胡鹏认为,短期烧碱价格仍有下探空间,尤其是现货价格补跌概率较大,上游企业关注价格反弹后的卖出套保机会。中期密切关注氧化铝投产和备货节奏,若烧碱价格超预期下跌,可关注估值修复机会。

夏聪聪也认为,烧碱破位下行,避险情绪尚未完全释放,短期盘面将延续跌势,关注下方2830~2850元/吨区间支撑。但随着下游需求恢复及春季检修启动,烧碱市场基本面仍存在向好预期。

刘田莉表示,烧碱期货主力合约连续大幅下跌后,投资者需要关注现货价格走势,毕竟春节后现货价格还未明显下跌,若非铝需求恢复不及预期,导致现货价格走弱,那么盘面还有继续下跌的空间。从烧碱基本面看,32%离子膜碱价格短期易跌难涨,期货盘面或维持偏弱态势。

(来源:期货日报

 

 

 
 
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