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财联社4月18日讯(编辑卞纯)过去几天,美国与其几个主要贸易伙伴就关税问题展开的谈判牵动着市场神经。美国总统特朗普周四表示,在90天的“对等关税”豁免期结束前,美国和欧盟绝对会达成贸易协议。

本月初,特朗普宣布对美国几乎所有的贸易伙伴征收“对等关税”,但随后又授权对不采取报复行动的国家实施90天的关税暂停,这些国家仅面临10%的基础关税。

不过特朗普近日也威胁称,如果各国不能与美国达成协议,他将改变对特定国家暂缓90天“对等关税”的做法,并将关税恢复到更高水平。

在此背景下,当地时间4月17日,意大利总理梅洛尼抵达白宫,与特朗普进行会晤,就关税问题进行谈判。在周四与梅洛尼的双边午餐会上,特朗普声称美国和欧盟100%会达成贸易协议。

特朗普还表示,美国周三与日本就贸易问题进行了讨论,并且与“许多”其他国家的讨论也在进行中。不过,他表示,美国并不急于立即敲定贸易协定。

白宫表示,在特朗普政府4月2日公布历史性关税后,已有超过75个国家寻求与美国谈判贸易协议。

欧盟为谈判破裂准备后手

不过,尽管特朗普展现了对美欧贸易谈判前景的信心,但欧盟却在为双方谈判破裂准备后手。

据媒体报道,欧盟正在制定一项提案,考虑限制部分对美产品出口,作为对特朗普上月发起全面贸易战可能的报复手段之一。

报道称,出口限制将作为一种威慑手段,而且只会在与美国的谈判未能达成令人满意结果时才会祭出。报道还称,限制出口只是欧盟考虑的选项之一,其他潜在措施还包括扩大关税清单以及限制从美国企业进行公共采购。

与此同时,由于担心关税谈判筹码被削弱,欧盟还搁置了禁止进口俄罗斯液化天然气的计划。

据欧盟官员日前透露,由于一些成员国政府反对以及替代来源的不确定性,欧盟已经搁置了禁止进口俄罗斯液化天然气的计划。

欧盟方面将购买美国天然气视为重要筹码。若在美国和欧洲展开贸易谈判之际制裁俄罗斯液化天然气,可能会削弱欧盟的谈判能力。

  4月1日,天洋新材(上海)科技股份有限公司(以下简称“天洋新材”)发布公告称,其控股股东、实际控制人李哲龙正在筹划协议转让其持有的公司部分或全部股份,此举可能导致公司控制权发生变更。此消息一出,立即引起了市场的广泛关注。

  天洋新材是一家专注于新型材料研发与生产的上市公司,核心业务为光伏封装胶膜材料的研发、生产和销售,同时涉足热熔墙布材料、热熔胶材料、电子胶粘剂材料和环保热熔材料等领域。近年来,随着行业竞争的加剧以及市场需求的不断变化,公司面临着一定的经营挑战。

  根据天洋新材发布的2024年前三季度财务数据,公司虽然实现了10.00亿元的收入,但归母净利润却为-2894万元,显示出公司在盈利方面仍存在一定的压力。2024年,光伏行业持续筑底,光伏组件价格持续维持低位,组件厂开工意愿不足,导致光伏封装胶膜供需错配,行业竞争加剧,影响公司光伏业务版块净利润减少。根据公司发布的业绩预告,2024年预计亏损1.6-2.2亿元。此外,公司昆山1.5亿平方米光伏胶膜项目的终止也进一步反映了行业过剩的现状。

  在此背景下,天洋新材控股股东筹划股权转让的举动无疑为公司的未来发展带来了新的变数。业内分析人士指出,股权转让事件通常会对公司股价产生较大影响。短期来看,投资者可能会因停牌事件带来的不确定性而持观望态度。然而,长期来看,若新控股股东能为公司带来新的资源和战略支持,可能有助于改善公司基本面,提升投资者信心。

  目前,天洋新材的股权转让事宜仍在进一步磋商中,具体转让价格和受让方尚未确定。但无论最终结果如何,此次股权转让事件都将对天洋新材的未来发展产生深远影响。投资者应密切关注公司后续公告和动态,以便及时了解股权转让的最新进展和可能带来的投资机会。

  综上所述,天洋新材转让股权事件引发了市场的广泛关注。虽然短期内公司股价可能受到一定影响,但长期来看,若新控股股东能为公司带来新的资源和战略支持,天洋新材有望实现困境反转。同时需要提醒,投资者们在分析该事件时需要保持理性态度,避免过度依赖市场情绪而做出非理性决策。

  注:本文结合AI生成,文中观点不构成投资建议,仅供参考。市场有风险,投资需谨慎。

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这根本不是对等关税而是空气税
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