Core Viewpoint - Europe's largest port is preparing for a potential conflict with Russia by reserving space for military supplies and planning logistics for cargo transfer in the event of war [1] Group 1: Port Operations - The Port of Rotterdam is coordinating with neighboring Antwerp to manage the arrival of vehicles and supplies from the UK, US, and Canada [1] - The measures taken by Rotterdam are part of a broader wave of military preparedness across the European continent [1] Group 2: Defense Spending - The European Union is formulating a military restructuring plan worth up to €800 billion [1] - The EU aims to become more self-sufficient in defense in response to demands from US President Trump [1]

Group 1 - The military industry is experiencing positive catalysts, with the military ETF (512660) seeing a net inflow of over 460 million yuan in the past five days [1] - The establishment of the General Aviation and Low-altitude Economy Working Group by the Civil Aviation Administration includes six specialized working groups, covering the entire chain of general aviation and low-altitude economic development [1] - The Shanghai Stock Exchange has approved the merger plan of China Shipbuilding Industry Corporation and China Shipbuilding Heavy Industry Company, involving 115.15 billion yuan in funds and over 400 billion yuan in assets, marking a significant restructuring in the industry [1] Group 2 - The military ETF (512660) tracks the CSI Military Industry Index, which includes representative listed companies in the defense and military industry, reflecting the overall performance of the sector [2] - The index covers multiple subfields within the defense and military industry, showcasing high industry concentration and distinct military characteristics [2]

当地时间7月7日，美国总统特朗普在接待来访的以色列总理内塔尼亚胡于白宫举行的晚宴上表示，美国将对乌克兰 输送更多武器，以帮助乌克兰进行自卫，"我们将不得不提供更多武器，主要是防御性武器。" 特朗普称将继续对乌提供武器 。 特朗普还说："坦白说，我对普京总统没有停下来感到失望。" 乌总统泽连斯基7日在社交媒体发文说，乌多个州遭到空袭。过去一周，俄军共向乌境内发射了39枚导弹、1270架 无人机以及近千枚航空制导炸弹。 当地时间7月3日，美国总统特朗普曾表示，美国为乌克兰提供帮助，但必须"先确保我们自己拥有足够的武器"。 白宫：暂停对乌克兰武器供应是国防部标准审查的一部分 当地时间7日，美国白宫表示，暂停对乌克兰武器供应是美国国防部标准审查的一部分。 俄称打击乌兵员中心 乌称袭击俄边疆炼油厂 俄罗斯国防部当地时间7日发布战报称，过去一天，俄军在第聂伯罗彼得罗夫斯克州和苏梅州分别控制了1个定居 点，并打击了乌军兵员补充中心、攻击型无人机组装及储存设施、弹药库与燃料库等目标。俄军防空部队则击落了乌 军7枚航空炸弹和402架无人机。 △俄罗斯国防部公布画面 乌克兰武装部队总参谋部7日发布战况信息称，截至当天下午，前线发 ...

据央视新闻报道，当地时间周一下午，也门胡塞武装军方发言人叶海亚·萨雷亚发表声明， 称 胡塞武装通过两艘无人快艇、五枚导弹和三架无人机袭击了违反胡塞武装航行禁令而前往以色 列的船只"魔法海洋"号，并成功命中目标，导致船舱进水，并随时面临沉没的风险。 据悉，魔法海洋号是希腊Stem Shipping旗下的船只，胡塞武装周日对其进行了袭击，这也是 他们自去年12月以来首次袭击商船。 胡塞武装从2023年底开始袭击商船，导致通过苏伊士运河的船只数量锐减。这条水道对全球 贸易至关重要，尽管没有发生新的袭击事件，但2025年上半年，通过这条水道的船只数量仍 然很少。 胡塞武装表示袭击发生后，船上19名船员被允许安全撤离该船。胡塞武装随后称，该船已经 沉没，这艘船之所以成为袭击目标，是因为它过去曾停靠过以色列港口。 此外，以色列空袭目标还包括2023年11月在红海被胡塞武装劫持的"银河领袖"号货轮，以军 称胡塞武装将其用作海上监视与作战指挥平台。 周日当天，以色列对也门西部红海沿岸的胡塞武装控制区发动空袭，目标包括多处港口和关键 能源设施。没有迹象表明以色列的袭击与魔法海洋号有关。 报道称，以军战机对红海沿岸的荷台达省发动 ...

特朗普：希望我们不必对伊朗再次发动军事打击。 ...

菲律宾华裔青年联合会创会会长洪玉华表示，在世界反法西斯战争胜利80周年之际，仍有人试图淡化、 篡改甚至否认这一切。希望有更多的人帮助这些幸存者，治愈她们的心灵，让她们在余生中看到正义不 是一句空话。 1941年12月，日军偷袭珍珠港，发动太平洋战争。为夺取美军基地，1942年日军占领菲律宾。1944年11 月23日，马帕尼克村被日本军队突袭。日军以游击队藏匿在该村为由，封锁全村，洗劫并焚毁房屋。男 性被集中处决杀害，一百多名女性被带走囚禁，押往附近的"红屋（Bahay na Pula）"进行系统性强暴与 奴役。 一直帮助这些"慰安妇"幸存者发声的菲律宾人权律师苏亚雷斯说，这些老人已经等了八十多年，日本政 府至今没有承认她们所遭遇的暴行，也没有道歉。这对她们来说，是二次伤害，甚至比对身体的伤害更 深。苏亚雷斯强调，"历史不是为了仇恨而记住，而是为了不再重复"，只有承认历史，才能真正从历史 中汲取教训，才能让人相信不会重蹈覆辙。 【环球时报驻菲律宾特派记者 樊帆】6日上午，在世界反法西斯战争胜利80周年之际，菲律宾华裔青年 联合会、菲律宾华侨抗日游击支队后裔联谊会、菲华联谊总会等多个华裔社团代表前往邦板牙省坎达巴 ...

Core Viewpoint - The article discusses allegations that China is using its embassies to undermine the reputation and sales of the French "Rafale" fighter jet, with claims of promoting Chinese military aircraft instead [1][2]. Group 1: Allegations and Responses - French intelligence reports suggest that Chinese military officials are actively working to discredit the "Rafale" jet, particularly targeting countries like Indonesia that have already placed orders [1][2]. - The Chinese Ministry of Defense has denied these allegations, labeling them as baseless and defamatory [1][2]. Group 2: Impact on Military Sales - The "Rafale" jet is a significant part of France's defense industry, with sales to eight countries, including Indonesia, which has ordered 42 units and is considering additional purchases [1]. - Following recent military conflicts, there has been a surge in misinformation campaigns on social media, promoting the superiority of Chinese military technology [2]. Group 3: International Reactions - Military experts suggest that Western media and analysts have a tendency to downplay Chinese military capabilities while promoting their own arms sales [3]. - The article notes that the U.S. and other Western nations have shown urgency in promoting their own fighter jets, particularly the F-35, in light of the recent air combat involving the "Rafale" [3]. Group 4: Market Dynamics - The article highlights the competitive landscape at the Paris Air Show, where both the Chinese J-10CE and the "Rafale" were showcased, indicating the ongoing rivalry in the defense market [4]. - Indonesia's defense officials are exploring the possibility of acquiring Chinese J-10 fighter jets, contingent on performance and pricing [3].

Core Insights - The European Union is set to reach a bilateral agreement with the UK and Canada by the end of July, allowing their companies access to a newly established €150 billion (approximately $176 billion) defense production loan fund [1] - This agreement follows a recent security defense partnership signed between the EU and the two countries, marking another significant collaboration [1] - The fund primarily targets EU member state companies, with Ukraine receiving special status, and aims to facilitate joint procurement projects funded by the EU [1] - The agreement will eliminate the final barriers for UK and Canadian companies to secure funding support [1] - Additionally, the EU is seeking to establish a defense partnership with Iceland before the fall [1] - The EU is actively expanding its global security partnerships to enhance military autonomy and reduce reliance on the United States [1] - This move comes in light of previous statements from former US President Trump regarding a reduction in US security investments in Europe to focus on other priorities [1]

白宫发言人安娜.凯利在一份声明中说，五角大楼在审查美国对全球其他国家的军事援助后，"决定将美 国利益放在首位"。据美媒披露，美国防长数周前下令审核美国军火库存。除3年来的对乌军援外，美国 近期还空袭也门胡塞武装、向以色列提供军火并参与对伊朗空袭等，导致军火库存快速下降。(央视新 闻) ...

吴佩军还告诉南都记者，"侵华日军华南细菌战上的空白非常多，这份史料是最为核心的一份。我们之前获取的史 料，包括老兵或受害者在抗战后的口述或者回忆，都需要原始档案来与之进行互证。"其表示，松野诚也教授还将 捐赠一系列重要档案，包括日本在华南地区各个兵站、医院的名簿，而兵站、医院和细菌战部队之间有着非常密 切的人员往来。 该名册记录信息详尽，包括"波第8604部队"成员姓名、出生时间、原籍、编入部队时间、此前所属部队及编入该 部队的时间、兵役种类、兵种、军衔、月工资、入伍时间、现任官阶授予时间、留守担当者（部队成员在日本的 直系亲属）姓名及居住地等内容。该名册还记录了侵华日军其他细菌部队名册上没有的内容，比如一半以上人员 在日本战败前后的去向，包括死亡原因、何时被中国战犯法庭逮捕等。 捐赠仪式上，华南理工大学退休教授、广东省参事室退休参事、研究侵华日军华南细菌战的资深专家谭元亨介绍 说，"波第8604部队"上世纪30年代末期在广州组建，对外称为"华南防疫给水部"，除负责为日军执行防疫给水任 务外，实际工作是进行细菌战研究，屠杀了大量粤港难民。其大本营在广州市百子路（今中山二路）原国立中山 大学医学院图书馆大楼内， ...