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每天逆差逾10亿欧元!欧盟赴北京谈判 要中国少卖一点

2026-10-07 22:55:27 网络 阅读(1)

欧盟贸易执委塞夫科维奇(Maros Sefcovic)周三(7日)启程前往北京,寻求缩减欧盟对中国日益扩大的贸易逆差。欧方担忧,失衡的贸易关系正威胁欧洲产业与数以千计的就业机会,除要求中国扩大市场开放,也推动北京限制部分商品出口。

每天逆差逾10亿欧元!欧盟赴北京谈判 要中国少卖一点

塞夫科维奇将于周四、周五会晤中国商务部长王文涛。双方过去三个月持续磋商,焦点包括欧盟每日超过10亿欧元的对中商品贸易逆差,以及中国对稀土等关键矿物的出口限制。

他先前表示,希望10月取得「具体成果」,并将中方承诺提交15至16日在布鲁塞尔举行的欧盟领袖峰会,对中贸易关系将是首要议题。

欧盟执委会主席范德赖恩(Ursula von der Leyen)上月向欧洲议会表示,贸易失衡已达临界点,欧洲将动用所有可用工具,让双边关系恢复平衡。

除中国外,二十国集团(G20)财金首长9月同意,应对加剧失衡的「非市场」扭曲采取行动。北京则反驳,炒作经济失衡与产能过剩,是藉保护主义向中国施压并限制其发展。

欧盟官员认为,仅增加欧洲企业进入中国市场的机会仍不足以解决问题,因此要求中国为部分出口商品设定上限,但中方可能同意限制哪些商品,目前仍不明朗。

欧盟首席贸易执法官员上周指出,近四分之一进口商品的增幅令人担忧,机械、纺织品、基本金属与化学品均出现异常成长。

汽车进口尤其受到关注。今年截至9月,欧盟插电式油电混合车进口量增加86%,价格下滑20%;纯电动车进口量增加40%。尽管欧盟已对中国制纯电动车加征关税,上述进口车辆仍有逾半来自中国。

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盘面资金转向被动元件、光通讯、PCB与CCL等中小型题材股,光圣、联亚、国巨、光颉强势。
南亚、台塑化受惠AI材料与油价、石化报价回升;台积电、鸿海、联发科等权值股震荡。",
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      "title": "雷笛克双引擎发力 9月、Q3营收双创新高",
      "shortTitle": "雷笛克双引擎发力 9月、Q3营收双创新高",
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      "description": "LED透镜厂雷笛克光学(5230-TW)今(7)日公布9月营收为1.4亿元,第三季营收为4.1亿元,双双创下历史新高,雷笛克光学表示,带动本月营收成长,主因为车用光学透镜、AI Server精密结构件两大产品线同步成长。 雷迪克光学9月营收1.4亿元,月增5.1%、年增22.8%,创历年单月新高;第三季营收4.1亿元,季增14.9%、年增20.8%,;累计前三季营收10.6亿元、年增10.1%。 雷笛克表示,9月及第三季营收双创历史新高,主要受惠车用光学透镜出货维持畅旺,加上AI Server精",
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      "title": "〈渣打投资展望〉黄金明年恐飙至5,000美元 日元迎美日利差收敛上看153",
      "shortTitle": "〈渣打投资展望〉黄金明年恐飙至5,000美元 日元迎美日利差",
      "img": "https://cimg.cnyes.cool/prod/news/6623725/l/9bf36d0164c7a7e993893a63e91c723b.jpg",
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      "shortTitle": "高档量缩藏隐忧?强势股回温!台积法说前低档黑马接棒!",
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台积电法说倒数约一周,资金聚焦先进制程设备、关键耗材与先进封测族群。
京元电子等待带量突破;华城筑底,若美债殖利率压力钝化,重电族群有望补涨。",
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      "title": "闳康Q3营收17亿元创新高 抢进高功率电源检测商机",
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      "img": "https://cimg.cnyes.cool/prod/news/6623726/l/f4b229aae0bf65abe16c0b3dd7fc6499.jpg",
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      "shortTitle": "恒生科技指数迎重大改革:成分股扩充至50档 6大新主题12月",
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新机制取消五个指定行业限制,并纳入AI、机器人等六大主题,选股分为市值与营收成长两组。
模拟显示市值覆盖率由85%升至91%,营收成长中位数由14%升至21%。",
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AI仍是行情主轴,全球科技巨头持续上修资本支出,带动GPU、HBM、伺服器、散热、光通讯与电源需求,后续更可能延伸至软体与AI应用。",
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      "title": "我的强势股没有停、世芯、大立光、国巨、华新科、建荣、德宏",
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AI需求、台积电法说与第四季旺季受关注,PCB、CPO、散热等AI第二、三线供应链资金轮动。
美债殖利率高档压抑估值,后续行情恐回归获利;操作宜不追高不杀低、选股重于选市。",
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