欧盟硬吞俄资产？中国资产警报拉响

Group 1 - The EU has reached a consensus on utilizing frozen Russian assets to aid Ukraine, which has raised concerns about global asset security and the implications of such actions [1][3] - The EU's approach involves using €200 billion of frozen Russian central bank assets as collateral for loans to Ukraine, which is seen as a legal loophole rather than a direct confiscation [3][4] - This action may undermine the credibility of the euro and set a precedent for future asset seizures under the guise of humanitarian aid, potentially affecting international financial stability [3][4] Group 2 - The implications for China are significant, particularly regarding the safety of overseas assets, as the EU's actions could lead to similar justifications for asset seizures based on "human rights" or "security" [4][5] - The deterioration of Russia-EU relations may accelerate the de-dollarization trend in Sino-Russian trade, with an increasing proportion of trade being settled in renminbi, which could expose China to accusations of aiding Russia in evading sanctions [4][5] - The potential for increased energy price volatility due to strained Russia-EU relations could directly impact China's energy import costs, particularly in the chemical and manufacturing sectors [4][6] Group 3 - The political maneuvering within the EU reveals a lack of consensus, with figures like Ursula von der Leyen pushing aggressive policies while others, like Belgium and the European Central Bank, express reservations [5][6] - The U.S. has shown a cautious stance, supporting the EU's actions verbally but refraining from taking similar steps with frozen Russian assets, indicating a reluctance to jeopardize the dollar's dominance [5][6] - India's opposition to the EU's approach highlights concerns over the potential destruction of international financial trust, as it too has significant overseas assets at stake [5][6]