Group 1 - The UK new car market saw a recovery in May, with registrations increasing by 1.6% year-on-year to 150,070 vehicles, marking the best performance for May since 2021, although still 18.3% lower than pre-pandemic levels in 2019 [1] - Fleet and commercial users drove the growth, with increases of 3.7% and 14.4% respectively, accounting for 62.6% of total registrations, while private buyer interest declined for the second consecutive month, down 2.3% [1] - Demand for electric vehicles surged, with hybrid electric vehicle (HEV) sales up 6.8% to 20,351 units, plug-in hybrid electric vehicle (PHEV) sales increasing by over 50.8% to 17,898 units, and battery electric vehicle (BEV) registrations rising by 25.8%, capturing 21.8% of the market share [1] Group 2 - Year-to-date, BEV registrations only accounted for 20.9% of the market share, still 7 percentage points below the regulatory requirement of 28%, despite new models and attractive pricing [2] - The industry is calling for government fiscal incentives to match commitments to zero-emission vehicles, suggesting measures such as halving VAT on new BEVs, which could lead to an additional 267,000 new BEVs on the road over three years and a reduction of 6 million tons of CO2 emissions [2] - SMMT CEO Mike Hawes emphasized that while the growth in new car registrations is welcome, ongoing discounting by manufacturers is crucial for market support, particularly in the EV sector, but this practice cannot continue indefinitely as it undermines investment in new product development [3]

（原标题：英国房价跌幅超过预期 5月份平均房价环比下降0.4%） 卫报6月6日报道，英国房价上月跌幅超出预期，季度跌幅创近一年新高，原因在于经济不确定性持 续影响房地产市场。5月，英国平均房价环比下降0.4%，降至29.6万英镑，远超市场经济学家此前预测 的0.1%跌幅。 Halifax周五公布的数据显示，过去四个月中，有三个月的房价出现下滑。5月的下跌是在4月小幅上 涨0.3%之后发生的。由于5月跌幅意外加大，房价的季度变化也下降了0.3%，为自去年6月以来的最大 季度跌幅。 她说："尽管家庭财务压力持续存在，经济前景依然不确定，但房地产市场表现出一定韧性。未来 走势将取决于利率下调的节奏、未来收入增长的力度以及整体通胀趋势。" 不过，衡量房地产市场健康状况的重要指标——新购房抵押贷款批准数量，4月已连续第三个月下 滑。英格兰银行的最新数据显示，净住宅抵押贷款批准量下降了3100宗，至60500宗，低于经济学家预 期。 英国税务与海关总署（HMRC）上周公布的数据显示，4月约完成64680宗房产交易，较3月的 177440宗大幅下降64%。 年增长率也大幅放缓至2.5%，低于此前预期的接近3%，并较4月的3 ...

CBI副首席经济学家阿尔佩什·帕雷贾（Alpesh Paleja）表示："成本和价格压力的双重打击尤为令人 担忧，考虑到英国央行对国内通胀压力持续性的担忧，这一情况尤为重要。企业仍然普遍反映，雇主国 民保险缴款（NICs）的提高以及全国生活工资的上涨，一方面推高了自身成本，另一方面也削弱了客 户需求。" 英国工业联合会（CBI）周四表示，英国服务业企业的商业信心在截至5月的季度内降至两年半以 来的最低水平，部分原因是就业税上调导致成本压力加大。CBI数据显示，商业及专业服务公司情绪指 数从2月份的-28%降至5月份的-43%，为2022年11月以来的最低水平。CBI表示，面向消费者的服务企业 的情绪也出现恶化。在价格预期方面，商业及专业服务公司的涨价预期创下两年来的最快增速，尽管与 上一次调查相比，面向消费者的服务企业的涨价预 期略有缓和。CBI特别指出，企业对英国财政大臣雷切尔·里夫斯去年10月宣布的社会保障缴款（雇 主支付部分）增加250亿英镑（约合337.8亿美元），以及最低工资上涨近7%表示担忧，这两项措施均 于4月生效。 （原标题：英国工业联合会称，英国服务业信心跌至两年半低点） 英国央行本月已下调 ...

Group 1 - The report by Wood Mackenzie predicts that oil production in the Gulf of Mexico will increase by 300,000 barrels per day by 2025 and by an additional 250,000 barrels per day by 2026, reaching over 2 million barrels per day, a 40% increase compared to 2022 [1] - The decline in U.S. shale oil production is attributed to falling oil prices, leading land producers to cut drilling activity and costs to offset the increasing oil supply from OPEC and its allies [1] - The U.S. Energy Information Administration (EIA) forecasts a 0.4% decrease in total U.S. oil production by 2026, marking the first decline since 2021, bringing production down to 13.37 million barrels per day [1] Group 2 - The significance of the Gulf of Mexico has changed dramatically over the past two decades, shifting from being overshadowed by the shale oil boom to regaining importance as oil prices decline [2] - Chevron plans to increase oil production in the Gulf of Mexico by 50% by 2026, reaching 300,000 barrels per day [2] - Shell's Sparta project is expected to come online by 2028, with a production capacity of 90,000 barrels per day, while BP aims to launch several projects by 2030, increasing capacity by approximately 20% to over 400,000 barrels per day [2] - The recovery of the Gulf of Mexico is attributed to a shift towards smaller-scale, simpler structures in offshore extraction, which reduces costs and enhances efficiency during price fluctuations [2]

四、请注意合法经营。来塞投资的各类企业应取得《企业境外投资（机构）证书》，并及时到使馆 经商处登记备案，生产经营活动中，须遵守塞法律法规，依法合规经营，不得无证开采，不得使用非环 保方式作业，不得侵害雇佣人员合法权益，注意保护生态环境，积极承担企业社会责任，尊重当地习 俗，友善处理社邻关系，严禁各种非法采金采矿活动，维护好中国人良好形象。关于企业到使馆进行登 记备案的相关政策可参考 https://sl.mofcom.gov.cn/zcfg/art/2025/art_bc5020a6b1194531aaf5dda3f1caec03.html。 五、请警惕商业欺诈陷阱。塞涉及中国企业和公民的商业欺诈案件时有发生,请谨慎选择合作伙 伴，仔细甄别对方信息，多渠道了解对方资信状况，避免以赊销、多次转卖、一货多卖等高风险的商业 结构进行交易，尽量降低可能遭遇的欺诈风险。 （原标题：关于中国公民来塞拉利昂经商务工的领事提醒） 近期，我馆接到数通领保电话，反映在塞中国劳工与雇主发生劳务纠纷、在塞中资企业遭遇疑似商 业欺诈等情况，结合以往典型案例，郑重提醒有意来塞拉利昂经商务工的中国公民当好自身安全第一责 任人，并注意以下事 ...

Global Economic Outlook - The World Bank forecasts a significant slowdown in global economic growth, predicting a growth rate of only 2.3% in 2025, the lowest since 2008 [1] - Nearly 70% of economies have downgraded their growth expectations due to escalating trade tensions, geopolitical uncertainties, and rising protectionism [1] Regional Performance - The Middle East and North Africa (MENA) region is expected to perform relatively well, with a projected growth of 2.7% in 2025, accelerating to around 4% in the following two years [1] - Morocco shows strong economic resilience, with GDP growth expected to be 3.6% in 2025 and 3.5% in 2026, surpassing the regional average [1] Economic Recovery Factors - Morocco's economic recovery is attributed to macroeconomic stability and a rebound in the industrial sector, particularly in construction and energy infrastructure investments [1] - The country benefits from declining inflation and a rebound in domestic demand, although this recovery is heavily reliant on stable food and energy prices, export growth, and relative geopolitical stability in the region [1] Challenges and Risks - Morocco faces high public debt pressure and limited fiscal space, with tax reform effects yet to materialize [2] - Global monetary policy tightening, capital flow volatility, and increasing regional security risks could impact Morocco's economy [2] - The World Bank warns that ongoing global protectionism may suppress investor confidence and reduce foreign investment inflows, posing new external risks for emerging economies like Morocco [2]

Group 1 - Fitch Ratings downgraded the long-term foreign currency debt rating of Afreximbank from "BBB" to "BBB-" with a negative outlook, citing increased credit risk and weakened risk management policies [1][2] - The bank's non-performing loans have exceeded the 6% high-risk threshold, indicating a decline in financial health [1] - Increased exposure to high-risk countries such as Ghana, South Sudan, and Zambia has contributed to the bank's elevated risk profile [1] Group 2 - Fitch noted that if some sovereign debts of Afreximbank are restructured, it could impact the bank's operations and strategic relevance [2] - Despite concerns, the bank maintains a strong capital position with an equity-to-assets ratio of 19% and excellent internal capital generation capabilities [2] - The bank's liquidity is robust, with 50% of treasury assets rated "AA-" or higher, and a high collateralization rate of 84% for its loan portfolio [2] Group 3 - To improve its rating, Fitch recommends enhancing loan reporting transparency, reducing exposure to high-risk countries, and strengthening risk management governance [2] - A sustained reduction in the non-performing loan ratio to below 6% and achieving geographical diversification in loans would help stabilize the bank's rating outlook [2]

（原标题：非洲成为全球农业开发资金首要流向地） 报告强调，在疫情和战争等特殊因素驱动的国际援助之外，必须加强对日常农业生产主体——中小 企业的本土化融资支持。这些企业贯穿农产品生产、加工、包装和销售全链条，却是当前金融体系中最 薄弱的环节。 "AgenceEcofin"网站2025年6月2日报道，在全球开发资金流中，农业领域占比不足5%，而非洲正成 为这一有限资源的主要受益者。联合国粮农组织（FAO）五月发布的《为更美好未来融资》报告显示， 非洲大陆已成为包含官方发展援助（ODA）、其他官方资金（OOF）和私人赠款在内的农业开发资金 （DFA）最大接收地。2022年数据显示：非洲获得82亿美元，较2021年增长56%，较2015年增长82%， 远超亚洲（41亿）、美洲（20亿）、欧洲（7亿）和大洋洲（1.1亿）总和。FAO分析认为，这种激增源 于新冠疫情后复苏努力，以及国际捐助者为应对俄乌战争引发的粮食动荡（乌克兰为全球主要谷物出口 国）而加强的支援力度。 FAO特别指出：非洲13万家农业中小企业的融资需求达900亿美元，现有正规渠道仅能满足155亿美 元（不足20%），商业银行资金主要流向成熟农企（风险较低 ...

Group 1 - The European Commission has added Nepal to a list of high-risk third countries for money laundering and terrorist financing, alongside nine other nations [1] - The inclusion of Nepal means that financial transactions involving the country will face stricter due diligence and closer monitoring by EU financial institutions [1] - This decision is part of the EU's efforts to protect its financial system and enforce international standards against illicit financial flows [1] Group 2 - In February 2024, the Financial Action Task Force (FATF) also placed Nepal on a similar grey list, indicating a need for increased monitoring [2] - The EU's latest list aligns with FATF standards, reflecting a commitment to international norms in combating money laundering and terrorist financing [2] - Concerns regarding Nepal's financial governance, particularly in monitoring and preventing financial crimes, have been highlighted by the international community [2]

东萨拉热窝大学经济学院教授姆利纳雷维奇表示，在经济活动并未下降（通过 GDP变动统计体现）的情况下，就业人数减少可能是两种趋势的结果——第一种趋势 涉及因税收负担增加导致未申报工人数量上升。在波黑联邦，最低工资提高了，但并 未相应修改税法以减轻雇主负担。尽管部分增加的社保缴费被转由联邦预算承担，但 我们不能排除部分工人因此失业或转入灰色经济（siva zona）的可能性。第二种趋势 是，劳动密集型产业出现萎缩，而资本密集型产业增长。例如，餐饮业、纺织业等服 务行业出现生产停滞或下降，就可能导致就业人数减少，考虑到波黑服务业雇佣了约 60%的总就业人口，这一趋势值得警惕。 姆利纳雷维奇认为，要遏制这些不利趋势，首先需要确定原因，并据此通过适当 调整经济政策解决。要么朝着减轻税收负担、降低劳动征税的方向努力，要么帮助那 些正在流失工作岗位的行业建立起可持续的竞争力。（驻波黑使馆经商处） 波黑《独立报》6月11日报道。根据波黑统计局劳动力调查结果，与去年年底相比，波 黑今年一季度流失4.4万名工人。调查显示，今年一季度波黑劳动力总数为140.1万人， 其中就业人数为121.3万人（占86.6%），失业人数为18.8 ...