欧盟外交与安全政策高级代表卡拉斯：欧盟对达成新的对俄制裁方案持乐观态度。 ...

Group 1 - The core message emphasizes the readiness of the foreign ministers of France, Germany, and four other countries to swiftly implement new measures aimed at weakening Russia's military capabilities, particularly in the energy and banking sectors [1] Group 2 - The focus on energy indicates a strategic approach to disrupt Russia's revenue streams, which are heavily reliant on energy exports [1] - The mention of the banking sector suggests potential financial sanctions or restrictions that could limit Russia's access to international financial markets [1] - The collective stance of the six foreign ministers highlights a unified effort among European nations to address security concerns related to Russia's actions [1]

德国官员：此次G7峰会将关注欧盟和美国在对俄制裁方面的协调程度。 ...

欧盟将以涉俄为由制裁中国两家银行，外交部回应 金十数据6月12日讯，6月12日，外交部发言人林剑主持例行记者会。彭博社记者提问，据报道，欧盟将 对两家中国小型银行实施制裁，因为它们为俄罗斯绕过欧盟现有贸易限制提供便利。中方对此有何评 论？林剑表示，中方一贯反对没有国际法依据、未经联合国安理会授权的单边制裁和"长臂管辖"。当 前，包括欧美在内的大多数国家都在同俄罗斯开展贸易，中俄企业的正常交往合作符合世贸规则和市场 原则，不针对第三方，也不应当受到干扰和影响。 （北京日报） ...

北京大学国民经济研究中心 出口韧性复工复产步伐加快，进出口增速回暖 外部环境大变局下，贸易国别结构变化显著 进出口点评报告 A0306-20250611 | | | | | 北大国民 | | | --- | --- | --- | --- | --- | --- | | 2025 年 05 | 上年同 | 上期值 | 官方值 | 经济研究 | Wind 市场 | | 月 | 期值 | | | 中心预测 | 预测均值 | | | | | | 值 | | | 出口同比 (%) | 7.4 | 8.1 | 4.8 | 9.3 | 6.24 | | 进口同比 (%) | 2.1 | -0.2 | -3.4 | 1.3 | 0.31 | | 贸易差额 （亿美元） | 816.1 | 961.8 | 1032.2 | 1068 | 813.58 | 组长：苏剑 课题组成员： 蔡含篇 陈丽娜 联系人：蔡含篇 联系方式： 扫描二维码或发邮件订阅 第一时间阅读本中心报告 | 月 | 期值 | 上期值 | 官方值 | 中心预测 | | | --- | --- | --- | --- | --- | --- | | | | | | ...

原油：多重利好共振，多单、正套持有 黄柳楠 投资咨询从业资格号：Z0015892 huangliunan021151@gtjas.com 【国际原油】 WTI7 月收涨 3.17 美元/桶，涨幅 4.88%，报 68.15 美元/桶；布伦特 8 月原油期货收涨 2.90 美 元/桶，涨幅 4.33%，报 69.77 美元/桶；SC2507 原油期货收涨 16.20 元/桶，涨幅 3.37%，报 497.40 元/桶。 请务必阅读正文之后的免责条款部分 1 2025 年 6 月 12 日 品 研 究 研 究 所 商 1. EIA 报告：除却战略储备的商业原油库存减少 364.4 万桶至 4.32 亿桶，降幅 0.84%。EIA 报告： 美国原油产品四周平均供应量为 1989.1 万桶/日，较去年同期增加 0.53%。美国能源信息署 （EIA）：最近一周，美国未从沙特进口任何原油，为 2021 年 1 月以来首次。美国至 6 月 6 日 当周 EIA 原油库存 -364.4 万桶，预期-196 万桶，前值-430.4 万桶。美国至 6 月 6 日当周 EIA 俄克拉荷马州库欣原油库存 -40.3 万桶，前值 57 ...

Group 1 - The European Central Bank (ECB) report indicates that gold has surpassed the euro to become the world's second-largest reserve asset, highlighting a trend of diversification in central bank assets [1][2] - As of the end of 2024, gold is projected to account for 20% of global official reserves, compared to the euro's 16%, driven by central bank purchases and record gold prices [2] - In 2024, central banks are expected to purchase over 1,000 tons of gold for the third consecutive year, with demand significantly influenced by geopolitical uncertainties and market volatility [2][3] Group 2 - The report reveals that approximately two-thirds of central banks invest in gold for asset diversification, while about 40% do so to hedge against geopolitical risks [3] - Countries affected by Western sanctions have seen a notable increase in gold's share of their official reserves, with these economies contributing to 50% of the largest annual growth in gold holdings since 1999 [3] - Several African nations are actively seeking to reduce reliance on the dollar by increasing gold purchases, with Tanzania investing $400 million in 6 tons of gold to stabilize its currency [3] Group 3 - The dollar's share of global foreign exchange reserves has declined by 2 percentage points in 2024, despite a slight increase in the euro's share, with the dollar now holding 46% of the market [4] - Over the past decade, the dollar's market share has decreased by 10 percentage points, indicating a sustained trend of de-dollarization [4] Group 4 - The ECB notes that since April, there are signs that euro assets may benefit from the declining confidence in the dollar, as U.S. Treasury yields rise while the dollar depreciates against the euro [9] - The instability of U.S. economic policy has led to accelerated sales of dollar assets, providing an opportunity for the euro, contingent on further integration steps within the Eurozone [9]

美国财长贝森特：警惕对俄制裁法案的意外影响。 ...

Core Viewpoint - The U.S. Treasury Secretary, Janet Yellen, emphasized the need to provide the government with some flexibility regarding the sanctions legislation against Russia [1] Group 1 - The sanctions legislation aims to address the ongoing geopolitical tensions and economic implications related to Russia [1] - Flexibility in the sanctions framework is intended to allow for adjustments based on evolving circumstances [1]

Core Points - The European Commission proposed a new draft of sanctions against Russia, which would mark the eighteenth round of sanctions if approved [1] - Kirill Dmitriev, president of the Russian Direct Investment Fund, stated that the comments from European Commission President Ursula von der Leyen indicate that the EU "wants the Russia-Ukraine conflict to continue" [1] - Dmitriev also mentioned that the proposal to impose sanctions on the fund reflects the EU's opposition to the fund's efforts to promote cooperation between Russian and European companies [1]