2024年12月，斯洛伐克的建筑产量同比增长4.3%，较上月0.9%的增长有所加快。这标志着建筑活动连续第二个月增长，这得益于国内生产的反弹（11月为4.4%对-0.7%），新建筑（12.2%对-2.3%）、建筑（7.7%对7.6%）的增长以及工程建筑（-2.4%对-11%）的小幅下降。相反，国外建筑业大幅放缓（2.9%对18.7%）。经季节性调整的月度建筑产量增长1.2%。

Slovakia’s construction output advanced by 4.3% year-on-year in December 2024, accelerating from a 0.9% increase in the previous month. This marked the second consecutive month of growth in construction activity, driven by a rebound in domestic production (4.4% vs -0.7% in November), fueled by increases seen in new construction (12.2% vs -2.3%), buildings (7.7% vs 7.6%), and smaller declines in engineering construction (-2.4% vs -11%). Conversely, construction abroad significantly slowed (2.9% vs 18.7%). On a seasonally adjusted monthly basis, construction output was 1.2% higher.

自3月4日起，特朗普签署了一项对钢铁和铝进口征收25%关税的行政命令，钢筋期货跌至每吨3200元人民币左右，创下近一个月低点。虽然外国钢铁在美国消费中所占比例很小，但航空航天、汽车制造和能源等关键行业依赖于特种进口。美国的主要钢铁出口国包括加拿大、巴西、墨西哥、韩国和越南。作为回应，欧盟誓言要保护其利益，而韩国则与钢铁制造商举行了紧急会谈，以尽量减少影响。现代钢铁公司对潜在的出口价格上涨和韩国年度免税钢铁配额的减少表示担忧，该配额被设定为2015-2017年运往美国平均产量的70%。

Steel rebar futures dropped to around CNY 3,200 per tonne, hitting a nearly one-month low after Trump signed an executive order imposing a 25% tariff on steel and aluminum imports, effective March 4. While foreign steel accounts for a small share of US consumption, key industries like aerospace, auto manufacturing, and energy depend on specialty imports. Major steel exporters to the US include Canada, Brazil, Mexico, South Korea, and Vietnam. In response, the EU vowed to protect its interests, while South Korea held emergency talks with steelmakers to minimize the impact. Hyundai Steel expressed concerns over potential export price hikes and a reduction in South Korea’s annual duty-free steel quota, which had been set at 70% of the average volumes shipped to the US from 2015-2017.

美元/日元：可能在151.30至152.35之间交易——大华银行集团。美元（USD）可能在151.30至152.35之间波动。从长远来看，美元前景仍然是负面的；大华银行集团外汇分析师Quek Ser Leang和Peter Chia指出，要监控的水平是150.00。

USD/JPY: Likely to trade between 151.30 and 152.35 – UOB Group.US Dollar (USD) is likely to trade in a range, probably between 151.30 and 152.35. In the longer run, USD outlook remains negative; the level to monitor is 150.00, UOB Group's FX analysts Quek Ser Leang and Peter Chia note.

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The Hang Seng dipped 227 points or around 1% to end at 21,295 on Tuesday, slipping for the first session in four amid a decline in US futures ahead of key US inflation data later this week. Sentiment was further dampened after President Trump signed an order Monday imposing a 25% tariff on steel imports and raising duties on aluminum from 10% to 25%, both effective from March 4. Most sectors fell, with tech sinking 2.7% and slipping for the third day, as optimism for AI and chip stocks waned. Capping further falls was Trump's statement that he had spoken to Chinese President Xi Jinping since taking office on January 20. However, he didn't offer details on the topics of their conversation. Among automakers, Geely Auto tumbled 10.3% and Xpeng slipped 9.1% on worries that they will struggle to compete against BYD which offers smart driving features across almost all of its line-up for free. Meantime, Nongfu Spring sank 6.2%, while Trip.Com and Semicon Manufacturing retreated 4.9%, each.