2025年2月25日外贸日报解读
栏目:新闻 发布时间:2025-02-25
汇率市场:人民币走强:上一交易日,美元兑人民币汇率收于7.2376,市场参考价为7.2325。在岸和离岸人民币对美元汇率一度突破7.23,上涨超过200点,显示人民币近期表现强劲。政策动态:技术装备进口税收政策调整:多部门联合调整了重大技术装备进口税收政策的相关目录,可能涉及部分装备的税收优惠调整,旨在鼓励国内相关产业发展。阿曼使馆认证新规:阿曼要求商业和海关文书必须办理领事认证,增加了出口阿曼的

汇率市场:


人民币走强:上一交易日,美元兑人民币汇率收于7.2376,市场参考价为7.2325。在岸和离岸人民币对美元汇率一度突破7.23,上涨超过200点,显示人民币近期表现强劲。


政策动态:


技术装备进口税收政策调整:多部门联合调整了重大技术装备进口税收政策的相关目录,可能涉及部分装备的税收优惠调整,旨在鼓励国内相关产业发展。

阿曼使馆认证新规:阿曼要求商业和海关文书必须办理领事认证,增加了出口阿曼的流程和成本,企业需提前做好准备。


国际贸易环境:


美国关税政策影响:高盛指出,特朗普提出的10%关税政策可能导致外国生产商每年损失数百亿美元,而美国炼油商可能从中获益。同时,美国正施压墨西哥,要求其对华征税以换取美国取消加征关税,显示出美国试图通过关税手段影响全球贸易格局。

反倾销措施:越南和韩国对我国钢铁出口征收反倾销税,可能对我国钢铁出口造成一定影响。


行业动态:


大排量摩托车出口旺盛:1月我国大排量摩托车市场需求旺盛,外贸出口保持高位运行,反映出该行业的国际竞争力。

中国车企进军德国:中国贸促会率中国企业前往德国,重点考察汽车领域,表明中国车企正积极拓展欧洲市场。

大湾区外贸创新高: 2024年大湾区内地9市外贸规模创新高,增长10.1%,显示出大湾区作为对外开放窗口的强劲活力。


海运市场:


海运价格下跌:2月份海运价格开启新一轮下跌,上海航交所海运价格一周暴跌近20%,可能受全球经济增速放缓和运力过剩等因素影响。


总结:2月25日的外贸新闻反映出当前国际贸易环境的复杂性和多变性。人民币走强、政策调整、关税博弈、反倾销措施等因素都对我国外贸发展产生影响。企业需密切关注市场动态,积极应对挑战,抓住机遇,推动外贸高质量发展。



英文版:


Exchange Rate Market:

 

- RMB Strengthens: In the previous trading day, the US dollar - RMB exchange rate closed at 7.2376, and the market reference price was 7.2325. The on - shore and off - shore RMB exchange rates against the US dollar once broke through 7.23, rising by more than 200 points, indicating the recent strong performance of the RMB.

 

Policy Developments:

 

- Adjustment of Import Tax Policy for Technical Equipment: Multiple departments jointly adjusted the relevant catalogue of the import tax policy for major technical equipment, which may involve the adjustment of tax incentives for some equipment, aiming to encourage the development of related domestic industries.

- New Rule on Embassy Certification in Oman: Oman requires that commercial and customs documents must be consular - certified, which increases the process and cost of exporting to Oman. Enterprises need to make preparations in advance.

 

International Trade Environment:

 

- Impact of US Tariff Policy: Goldman Sachs pointed out that the 10% tariff policy proposed by Trump may lead to hundreds of billions of dollars in annual losses for foreign producers, while US refiners may benefit from it. At the same time, the US is pressuring Mexico to levy taxes on China in exchange for the US's cancellation of additional tariffs, indicating that the US is trying to influence the global trade pattern through tariff means.

- Anti - dumping Measures: Vietnam and South Korea have imposed anti - dumping duties on China's steel exports, which may have a certain impact on China's steel exports.

 

Industry Trends:

 

- Strong Export of Large - displacement Motorcycles: In January, the market demand for large - displacement motorcycles in China was strong, and the foreign trade export remained high, reflecting the international competitiveness of this industry.

- Chinese Automobile Enterprises Enter Germany: The China Council for the Promotion of International Trade led Chinese enterprises to Germany for a key inspection in the automotive field, indicating that Chinese automobile enterprises are actively expanding the European market.

- New High in Foreign Trade in the Greater Bay Area: In 2024, the foreign trade scale of the 9 mainland cities in the Greater Bay Area reached a new high, with a growth of 10.1%, showing the strong vitality of the Greater Bay Area as a window for opening up.

 

Maritime Shipping Market:

 

- Decline in Shipping Prices: In February, shipping prices started a new round of decline. The shipping prices of the Shanghai Shipping Exchange plummeted by nearly 20% in a week, which may be affected by factors such as the slowdown in the global economic growth and overcapacity.

 

Summary: The foreign trade news on February 25 reflects the complexity and variability of the current international trade environment. Factors such as the strengthening of the RMB, policy adjustments, tariff games, and anti - dumping measures all have an impact on China's foreign trade development. Enterprises need to closely monitor market dynamics, actively respond to challenges, seize opportunities, and promote the high - quality development of foreign trade.