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  据商务部消息,商务部新闻发言人就美对我海事、物流和造船等领域宣布最终措施答记者问。

  有记者问:4月17日,美国贸易代表办公室宣布对中国海事、物流和造船领域301调查的最终措施。请问商务部有何回应?

  答:中方注意到,美东时间4月17日,美国贸易代表办公室宣布对中国海事、物流和造船领域301调查的最终措施。一年多来,中方针对美方301调查反复申明立场,并提供中方立场非文件,要求美方以客观事实为依据,纠正错误做法,停止将自身产业发展面临的问题归咎于中国。在美方不久前举行的听证会上,绝大部分各国行业代表对美方措施表示反对,美国内对此也有很大反对声音。但美方还是一意孤行,执意发布相关限制措施。中方对此强烈不满、坚决反对。

  美方措施充分暴露出其单边主义、保护主义政策本质,是典型的非市场做法,具有明显的歧视性色彩,严重损害中国企业正当权益,严重扰乱全球产供链稳定,严重违反世贸组织规则,严重破坏以规则为基础的多边贸易体制和国际经贸秩序。

  中方敦促美方尊重事实和多边经贸规则,遵守市场经济和公平竞争原则,停止“甩锅推责”,尽早纠正错误做法。中方将密切关注美方有关动向,并将坚决采取必要措施维护自身权益。

  编辑刘喆

  沃尔沃集团(VolvoGroup)发言人周五表示,由于市场不确定性和美国总统特朗普征收关税带来的需求担忧,沃尔沃集团计划在未来三个月内在美国三家工厂裁员多达800人。

  沃尔沃集团北美公司在一份声明中说,该公司已告知员工,计划在宾夕法尼亚州马孔吉(Macungie)的马克卡车(MackTrucks)工厂以及弗吉尼亚州都柏林(Dublin)和马里兰州哈格斯敦(Hagerstown)的两家沃尔沃集团工厂裁员550-800人。

  据沃尔沃公司网站介绍,该公司隶属于瑞典沃尔沃公司,在北美拥有近2万名员工。

  特朗普对来自世界各地的产品征收关税的计划颠覆了已实行了75年之久的全球贸易体系。他摇摆不定的贸易政策打击了消费者和企业的信心,导致经济学家提高了对美国经济衰退的预测。

  沃尔沃集团的裁员是汽车和卡车行业的最新反应,该行业正因特朗普对某些零部件征收关税,预计这将增加汽车制造成本。

  沃尔沃集团北美公司发言人在一份电子邮件声明中说:重型卡车订单继续受到运费和需求、可能的监管变化以及关税影响等市场不确定性的负面影响。我们很遗憾不得不采取这一行动,但我们需要根据车辆需求的减少来调整生产。

  媒体周五援引五位知情人士报道,在美国财政部长贝森特向特朗普总统投诉国税局最新任命的代理局长系在其不知情情况下、应亿万富翁埃隆·马斯克要求任命后,美国国税局代理局长即将被撤换。

  报道称,贝森特认为马斯克绕过其监管权限,强行推动加里·夏普利担任国税局临时负责人,尽管该税务机构本应直接对财政部长负责。目前美国财政部和国税局均未立即置评,马斯克旗下政府效率部亦未回应置评请求。

  据透露,马斯克领导的政府效率部通过白宫渠道推动了此项任命,但全程未征求贝森特意。报道补充称,贝森特已获得特朗普批准撤销该人事决定。

  英国首相办公室发言人周五表示,首相基尔·斯塔默已与美国总统唐纳德·特朗普通电话,双方讨论了包括乌克兰和伊朗局势在内的多项议题,其中重点涉及两国贸易问题。

  此前,特朗普政府对英国输美商品加收了10%的普遍关税,并对汽车、钢铁和铝制品征收25%的更高税率。英国正寻求在特朗普政府加收关税后达成新的贸易协议。

  发言人称:“两位领导人首先讨论了英美之间正在推进且富有成效的贸易磋商。”斯塔默强调,他致力于推动自由贸易,同时将维护英国国家利益。

  首相办公室补充称,斯塔默与特朗普还就乌克兰和伊朗局势交换了意见,并谈及近期针对也门胡塞武装的打击行动。

△美国哥伦比亚大学(资料图)

  当地时间4月18日,央视记者获悉,美国民权组织“美国公民自由联盟”的几个分支机构当日在新罕布什尔州提起一项集体诉讼,请求联邦法院恢复在特朗普政府的打压行动中被剥夺签证的国际学生的合法身份。

  据美联社查阅的大学声明、与学校官员的通信以及法庭记录显示,自3月底以来,至少有170所学院、大学和大学系统的1075名学生受到影响。(央视记者许骁)

  当地时间4月18日晚,黎巴嫩真主党领导人纳伊姆·卡西姆在黎巴嫩灯塔电视台(Al-Manar)发表电视讲话,介绍了国防战略和总体形势。

△黎巴嫩真主党领导人纳伊姆·卡西姆

  卡西姆强调,以色列是一个“扩张主义实体”,以色列的野心不仅限于占领巴勒斯坦,还包括控制整个黎巴嫩。

  卡西姆称,黎巴嫩当前的首要问题是以色列的占领,并指出驱逐以色列是黎巴嫩人民的首要任务。他强调,真主党拥有多种选择,将在适当的时候采取行动来应对以色列的侵犯行为。

  卡西姆指出,那些呼吁解除黎巴嫩真主党武装的人是在为以色列的利益服务,“我们不会让任何人解除抵抗力量的武装”,真主党将对任何试图解除抵抗力量武装的人进行打击,就像对抗以色列一样。

  卡西姆呼吁黎巴嫩官员拒绝来自美国的压力和命令,并誓言支持政府针对以色列侵略做出的任何军事决定。

  卡西姆在讲话的最后表示,希望伊朗与美国的会谈能够取得积极成果,所有结果都是可能的。(总台记者杨渊)

  旧金山联邦储备银行行长玛丽·戴利周五表示,尽管她仍对今年实施数次降息感到放心,但通胀风险攀升意味着央行可能需要减少行动。特别是考虑到,特朗普总统贸易政策的不确定性迄今尚未对依然稳健的美国经济增长造成实质性干扰。

  “以不急于求成的态度继续逐步降低政策利率是正确的选择,”她表示,“我们最终只向美国人民作出过一个承诺——相信各位都记得——那就是恢复价格稳定。这是我们所有工作的基石。”

  自去年12月以来,美联储一直将政策利率维持在4.25%-4.50%区间。决策层普遍认为关税可能推高通胀并抑制经济增长。包括美联储主席鲍威尔在内的多位官员强调,希望在做出任何调整前观察贸易及其他政策的实际影响,戴利对此立场表示认同。

  美联储的利率观望策略已引发特朗普不满。周五,一位特朗普顾问透露,政府正在研究解雇鲍威尔的可行性方案。

  戴利指出,若通胀回落速度快于预期或就业市场出现疲软,美联储今年降息次数或超过两次。但显然,她认为政策失误的风险天平正在倾斜。

  “经济正朝着我们预期的可持续轨道发展,届时利率将回归中性水平,”她补充道,其估算的“中性”政策利率约为3%,“真正的挑战在于通胀仍高于目标值,且风险较一年前显著上升,这意味着我们可能需要将紧缩政策维持更长时间。”

  戴利强调,通胀的缓慢回落需要保持限制性货币政策立场;强劲的经济给予美联储充分时间,以全面评估新政府政策组合(包括减税、削减政府开支、放松监管及移民限制)的最终影响。截至目前,政策不确定性尚未拖累经济增长。

  “我们尚未听到企业收缩战线的广泛信号,”她分析称,“不确定性并未抑制经济活动,市场参与意愿依然强烈。”

  戴利特别指出,近期事态表明特朗普的关税政策在实施规模、覆盖范围及生效速度方面均较最初声明有所缓和,这些因素或将降低其对经济的实际冲击。

  中国新茶饮品牌霸王茶姬4月17日正式登陆纳斯达克,成功筹集4.11亿美元,成为中国新茶饮赴美第一股。此次IPO,霸王茶姬发行价28美元,收盘大涨近16%,市值一度冲破75亿美元(约超540亿元人民币)。

  在霸王茶姬上市前夕,港股新茶饮股出现明显异动。4月17日,奈雪的茶大涨近10%,蜜雪集团和茶百道分别升超6%,古茗也上扬4.49%。其中蜜雪集团盘中一度触及478港元,股价再度创出历史新高,市值也一度突破1800亿港元,当天收盘市值也达到1771.30亿港元。

  从市值上看,5家新茶饮企业中,目前以蜜雪集团的市值居首。霸王茶姬紧随其后,古茗以420.94亿港元的市值居于第三位。茶百道、奈雪的茶的市值分别为130.18亿港元和16.91亿港元。

  蜜雪集团于2025年3月3日上市,迄今仅仅一个半月的时间,最新股价较发行价202.5港元累计大涨超过130%。蜜雪集团于3月底发布上市后的首份业绩公告,2024年实现营业收入248.3亿元,同比增长22.3%;实现净利润44.5亿元,同比增长39.8%。截至2024年12月31日,蜜雪集团全球门店总数达到46479家,相比2023年同期增加了8914家,并在年内超越星巴克居于全球现制饮品门店规模第一。除了加速布局全球门店网络之外,蜜雪集团过去一年也在持续提升供应链能力。比如,2024年底,蜜雪集团与君乐宝达成战略合作关系,合资建设“雪王牧场”,主要是为了保障奶源供应的稳定性和质量,同时提升原材料的自给率。此外,蜜雪集团围绕雪王IP深化内容开发,进一步提升这一IP在消费者心中的认知度、好感度。继2023年推出动画《雪王驾到》后,2024年12月,蜜雪集团又上线了《雪王之奇幻沙州》。

  瑞银发表报告认为,蜜雪集团主要面向中国市场,根据2024年门店数量计算,已成为国内最大的现制饮品企业,其预测蜜雪集团2025至2027年收入及净利润年均复合增长率将达到18%和19%,看好公司供应链能力和加盟模式。方正证券认为,公司为平价现制茶饮龙头,深耕下沉市场,产品极具性价比,其完善的供应链体系支撑门店高效扩张、打造竞争壁垒,雪王超级IP塑造用户心智、品牌形象深入人心;展望未来,未来公司在国内持续巩固蜜雪冰城品牌,并加速扩张幸运咖品牌,国外持续推进品牌出海。

  今年2月12日上市的古茗,上市后股价表现也相当亮丽,目前股价较发行价已累计涨78.07%。2024年古茗实现营收87.91亿元,同比增长14.5%;净利润14.93亿元,同比增长36.2%。截至2024年12月31日,古茗门店网络覆盖中国超过200个各线级城市,达9914家门店。新店开业速度较2023年放缓,关店数量增加至674家。2024年,古茗加盟商总数达4868家。

  奈雪的茶、茶百道上市后股价表现欠佳,目前均处于破发状态。奈雪的茶于2021年6月上市时,曾作为港股“新茶饮第一股”备受瞩目,不过其于2024年出现亏损:2024年收入为49.21亿元,同比下降4.7%;经调整净利润由盈转亏,亏损达9.19亿元。截至2024年底,奈雪的茶门店总数增至1798家,但公司已放缓扩张步伐,转向单店盈利模型。茶百道于2024年4月挂牌,2024年公司实现收入为49.18亿元,同比下降13.8%,利润为4.8亿元,同比下降58.3%,公司2024年末门店共计8395家。

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