Core Viewpoint - European Central Bank President Christine Lagarde stated that the euro could become a viable alternative to the US dollar if governments strengthen the financial and security architecture of the G20, which would bring significant benefits to the group [1][2] Group 1: Euro's Potential as an Alternative Currency - Lagarde emphasized that the euro's influence will not be automatic; it must be earned through deeper and more liquid capital markets, a stronger legal foundation, and a commitment to open trade [1] - The dollar's share of international reserves has been declining, currently at 58%, the lowest in decades, while the euro stands at 20% [1] Group 2: Necessary Conditions for Euro's Growth - To enhance the euro's role, Europe must also bolster its military strength to provide geopolitical assurances to investors, particularly official investors [2] - The euro should become the preferred currency for international trade invoicing, achievable through new trade agreements, improved cross-border payments, and liquidity agreements with the European Central Bank [2] - Reforming the domestic economy is urgent, as the eurozone's capital markets remain fragmented and inefficient, lacking truly liquid and widely available safe assets [2]

（原标题：非洲开发银行预测2025年非洲经济增速将达3.9%） 在全球经济逆风环境下，非洲2024年平均通胀率高达18.7%，同时面临外援减少和债务水平上升的 挑战。尽管如此，报告认为非洲经济仍展现出显著韧性。然而，15个非洲国家正面临两位数通胀，利息 支付占政府收入的比例从2019年的19%攀升至目前的27%，财政压力持续加大。 报告指出，非洲可通过税收和非税收入渠道筹集1.42万亿美元的额外国内资源，但每年损失约5870 亿美元（超过其政府总收入），其中900亿美元源于非法资金流动，2750亿美元来自跨国公司利润转 移，1480亿美元因腐败流失。 报告建议，通过数字化手段加强税收征管，扩大税基，并强化政府与公民的社会契约以提高税收合 规性；强制实施自然资本核算，并通过本地化政策确保经济价值留存；充分利用机构储蓄，发展本币债 券市场，并协调跨境投资监管框架以促进资本流动。 5月28日，毛里塔尼亚消息报报道称，非洲开发银行最新发布的《2025年非洲经济展望》报告预 测，尽管面临地缘政治不确定性和贸易紧张局势加剧等挑战，非洲经济增速仍将稳步提升，从2024年的 3.3%增至2025年的3.9%，并有望在2026 ...

（原标题：欧盟出资 4000 万欧元升级贸易走廊，支持中非贸易增长） 这条战略通道将喀麦隆最大的港口和经济枢纽杜阿拉与乍得首都恩贾梅纳连接起来，促进了整个中 部非洲的贸易和运输。具体而言，杜阿拉-恩贾梅纳走廊的资金是在欧盟和国际金融公司（IFC）联合开 发的担保机制下实施。欧盟委员会国际伙伴关系司司长科恩·杜恩斯（Koen Doens）强调了这一走廊升 级项目的更广泛目标。据杜恩斯介绍，该项目不仅仅是为了改善贸易物流，它还旨在加强区域一体化、 创造就业机会和提高整个中部非洲的稳定性。 加强这一走廊有望缩短过境时间，降低运输成本，而这些因素在历史上一直阻碍着该地区的贸易效 率和经济增长。虽然公告中没有概述改善基础设施的具体细节，但考虑到该走廊作为贸易大动脉的作 用，投资可能包括升级运输基础设施和边境管理系统。改善这些要素可以极大地便利经商，吸引更多私 人投资，促进非洲内部贸易。欧盟与喀麦隆和乍得政府之间的协调是该项目取得成功的关键。 这一举措代表了欧盟非洲政策的明显转变，标志着欧盟将从单向援助模式转向以伙伴关系为基础的 参与。通过支持杜阿拉-恩贾梅纳走廊等基础设施项目，欧盟旨在促进非洲的经济一体化和可持续发 展 ...

Core Insights - Cameroon prioritizes external debt repayment to enhance its credibility in the international arena [1][2] - The country has seen a significant increase in external debt repayment, with 94.3% of total debt repayments allocated to external creditors in Q1 2025 [1][3] - The total outstanding debt has risen by 37.4% year-on-year, indicating potential future repayment challenges [3] Group 1 - As of Q1 2025, Cameroon repaid a total of 321.9 billion CFA francs (approximately $5.56 billion), with 303.7 billion CFA francs ($5.25 billion) allocated to external debt [1][3] - The proportion of domestic debt repayment has fallen below 10% for the first time in four years, highlighting a shift in repayment strategy [1][3] - The Minister of Finance emphasized the importance of maintaining a good sovereign rating to ensure continued access to international borrowing [2] Group 2 - The total outstanding debt as of March 31, 2025, reached 853.7 billion CFA francs ($14.7 billion), reflecting a significant increase from the previous year [3] - The Minister noted the moral obligation to repay domestic debts, as it positively impacts the local economy and maintains trust in the government's commitments [3] - The government began repaying approximately 225 billion CFA francs ($3.89 million) of external debt in January 2025, indicating a proactive approach to managing external obligations [2]

支持非洲农民的One Acre Fund于2024年5月中旬获得了1000 万美元的贷款。该公司通过预先资助农 业投入和为农民团体组织培训课程，为400多万小规模农户提供支持。其他非洲私营实体去年也获得了 Proparco的资金支持。其母公司还在非洲开展了2024年最大的金融业务。该集团称摩洛哥是其融资额最 大的干预国。AFD向Chérifien des Phosphates办事处提供了其历史上最大的一笔非主权贷款，金额达3.5 亿欧元，用于其向绿色氢气的过渡。 对非洲的优先重视促成了许多重大项目。2024年，在非洲大陆运营的三家公司从该机构获得了最大 一笔融资。它们是Jolaks、Beacon Power Services(BPS)和One Acre Fund。"Proparco总裁弗朗索瓦斯-隆巴 说：我们现在的行动不仅限于投资和融资：我们还在动员国内和国际私人投资者方面发挥作用。 位于塞拉利昂的食品加工公司Jolaks于2024年11月获得了2000万美元的贷款。融资的目的是支持其 棕榈油精炼厂。棕榈油占其销售额的70%，并以肥皂产品作为补充。2022年，该公司创造了7200万美元 的收入。公司60%的 ...

Core Insights - The African Development Bank (AfDB) has revised down its economic growth forecasts for Africa, projecting a growth rate of 3.9% in 2025, down by 0.2 percentage points from earlier estimates, and 4.0% in 2026, down by 0.4 percentage points [2] - The downward revision is attributed to increased global economic challenges, including new tariffs imposed by the U.S. and retaliatory measures from trade partners, which are expected to negatively impact African exports [2] - Despite these challenges, 21 African countries are expected to achieve a real GDP growth rate exceeding 5% in 2025, with Ethiopia, Niger, Rwanda, and Senegal projected to meet or exceed the 7% growth threshold necessary for poverty reduction and inclusive growth [2] Economic Growth Projections - The real GDP per capita in Africa is expected to grow from 0.9% in 2024 to 1.5% in 2025, with a potential increase to 1.7% in 2026, although these figures have been revised down from earlier predictions of 1.8% and 2.2% respectively [3] - The report emphasizes that the growth outlook for per capita GDP will vary depending on the severity of the economic shocks, highlighting the need for resilient high economic growth rates as a policy priority for African nations [3] Regional Growth Trends - East Africa is projected to lead the continent's growth, with GDP expected to rise from 4.3% in 2024 to 5.9% in both 2025 and 2026 [3] - Central Africa's growth is anticipated to slow from 4.4% in 2023 to 4.0% in 2024 and further down to 3.2% in 2025 [3] - North Africa's GDP growth rate is expected to be 2.6% in 2024, increasing slightly to 3.6% in 2025 and 3.9% in 2026 [3] - Southern Africa's growth rate is estimated at 1.9% in 2024, rising to 2.2% in 2025 and 2.5% in 2026 [3]

（原标题：Perenco公司宣称在喀麦隆的石油业务处于领先地位，日产量达 90000桶） Perenco在喀麦隆的业务发展为该国带来了巨大的经济和社会效益。2013年，帮助克里比电力开发 公司建立了发电厂，由于萨那加气田的开发，该发电厂目前提供了全国15%的电力，从而为喀能源稳定 做出了直接贡献。2018年，公司启动了具有开创性意义的液化天然气项目，作为非洲第一座、世界第二 座浮式液化工厂，这是一项了不起的技术成就。这一举措不仅将喀麦隆推向了液化天然气出口国的世界 舞台，还为喀天然气的出口开辟了新的前景。喀麦隆于2022年签署了一项为期20年的天然气合同，以获 得Moudi特许权，为建立陶瓷厂铺平道路，该项目有望创造数百个就业岗位并加强当地的工业结构。这 些天然气项目还为喀麦隆提供了液化石油气的本地来源，减少了25%的进口，提高了喀能源自主权。 "EcoMatin"网站5月28日报道，Perenco公司宣布其石油日产量达到创纪录的9万桶，天然气和石油 产量各占一半，从而巩固了其在喀麦隆主要油气运营商的地位。于1993年在喀成立，它将自己的成功归 功于对喀天然气开发的长期承诺和先驱作用。该公司根据产量分成合同运 ...

（原标题：喀麦隆：法国开发署资助的64个项目剩余拨款总额为6000亿中非法郎（约8亿欧元）） "EcoMatin"网站5月28日报道，喀麦隆是过去5年里中部非洲地区从法国开发署 (AFD)获得资金最多 的国家。该机构共向该地区承诺出资32亿欧元，喀麦隆占这一资金总额的34%，即12亿欧元（约9000亿 中非法郎），该机构在喀有64个在建项目，其中57个由AFD直接资助，7个由技术合作机构 Expertise France 资助。 然而，这些资金的执行情况却很低：在9000亿中非法郎的存量中，实际支付的只有3000亿中非法 郎，约占总融资额的33%。目前剩余待支付金额约为6000亿中非法郎。法国开发署驻喀麦隆主任维吉妮 ·达戈表示：这笔融资43.7%来自债务减免和发展合同（C2D），42.6%来自主权贷款，5.4%来自欧盟授 权资金，4%来自法国政府直接补贴，3.3%来自非主权贷款等，不存在陷入资金停滞的风险。 "资金拨 付周期可能很长，但承诺的金额最终都会到位。有时我们原以为五年就能到位，结果却花了十 年。"但"我们不会取消资助。"她说道。 未付款项数量如此之高，也可以用项目成熟度问题来解释，这是喀麦隆政府几 ...

Group 1 - The summit between ASEAN, China, and the Gulf Cooperation Council (GCC) emphasizes the importance of friendship and partnership among these regions, highlighting trust, dialogue, and common interests as the foundation for a better future [1] - The UAE views the Gulf region as a strategic bridge connecting Asia and the Arab world, serving as a vital corridor for trade, culture, and cooperation [1] - The UAE is committed to deepening partnerships with ASEAN and China, aiming for broader growth and coordination that aligns with its vision of building trust-based relationships for global stability and prosperity [1] Group 2 - The UAE's Foreign Trade Minister emphasized that enhancing cooperation among Asian countries can accelerate growth, drive innovation, and solidify the region's emergence as a global economic powerhouse [2] - The UAE aims to strengthen trade and investment partnerships globally, with a focus on Asian countries as natural collaborators [2] - The UAE has signed the Comprehensive Economic Partnership Agreement (CEPA) with countries like Indonesia, Cambodia, Vietnam, and Malaysia, targeting a non-oil trade volume with ASEAN nations to reach $37.7 billion by 2024 [2]

建设部科技、环境与建材司司长黎忠成表示，越南第十五届国会第八次会议通过关于北南高铁投资 项目主张的决议，这是前无先例的超大项目，投资规模大、渠道多、技术要求较高，因此，应用现代技 术和集成多专业对项目实施至关重要。黎高度评价美国3M集团对越南人才培养、铁路等交通基础设施 升级改造的支持，希望该司继续关注并向越南分享高铁建设、运维和发展的经验，加强双方越南铁路项 目合作。越南铁路局和铁路项目管委会代表认为，3M集团所提出的方案切实可行，将促进越南政府所 承诺的可持续发展和绿色基础设施建设目标的实施。 3M集团东南亚商务总监Edric Tan介绍，该集团作为美国科创领域资深企业，在中国、泰国等亚洲 地区铁路项目中拥有丰富实施经验，已在越南建立符合国际标准的先进材料解决方案平台，并在河内设 立3M集团科技工程中心。集团支持越南落实2050年净零排放承诺，发展环保基础设施。目前集团正为 河内和胡志明市城市铁路项目、新山一机场T3航站楼等提供交通安全及基础设施解决方案。针对北南 高铁项目，集团提议与越南建设部在项目规划、实施及技术标准监督阶段加强合作，集成符合国际标准 的材料与技术方案。 （原标题：越南政府与美国3M集 ...