轻工制造行业动态报告:美越达成初步贸易协议 下半年国补将陆续到位

中信建投证券
Jul 06, 2025

核心要点:1)美越达成初步贸易协议。7月2日,美国总统特朗普宣布与越南达成贸易协议:美国将对进口越南商品征收20%关税(好于此前46%的水平),并对通过越南转运输美的其他国家商品征收40%关税。同时,越南对美国商品实行零关税,宣布全面开放市场。越南关税情况趋于明朗,有望利好海外产能布局公司。2)下半年国补将陆续到位。今年1月和4月已经分两批总计下达1620亿元国补资金给地方,剩余1380亿元国补...

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