意大利总理梅洛尼：必须完成欧盟资本市场联盟的组建，以阻止资金外流出该地区。 ...

交易咨询业务资格：证监许可【2012】1091号 PTA&MEG早报-2025年5月27日 大越期货投资咨询部 金泽彬 投资咨询资格证号：Z0015557 联系方式：0575-85226759 重要提示：本报告非期货交易咨询业务项下服务，其中的观点和信息仅作参考之用，不构成对任何人的投资建议。 我司不会因为关注、收到或阅读本报告内容而视相关人员为客户；市场有风险，投资需谨慎。 CONTENTS 目 录 1 前日回顾 2 每日提示 3 4 今日关注 基本面数据 5 PTA： 1、基本面：今日PTA期货高开低走，现货市场商谈氛围一般，贸易商商谈为主，个别聚酯工厂有递盘，现货基差走强。个别主 流供应商出远期货源。5月主港在09升水165~170附近成交，价格商谈区间在4875~4950附近。6月中上09+170~180附近有成交。7 月中上在09+110有成交。今日主流现货基差在09+168。中性 2、基差：现货4913，09合约基差189，盘面贴水 偏多 3、库存：PTA工厂库存4.15天，环比减少0.13天 偏多 4、盘面：20日均线向上，收盘价收于20日均线之上 偏多 5、主力持仓：净多 空增 偏多 6、预期 ...

Core Viewpoint - The Russian Deputy Prime Minister Novak stated that OPEC+ has not yet discussed the option of increasing oil production by 411,000 barrels per day starting in July, indicating that any adjustments will depend on current market conditions and expectations [1] Group 1 - OPEC+ will consider current market conditions and expectations before making any necessary adjustments [1] - The potential tightening of the oil price cap by the G7/EU is deemed "unacceptable" by Russian officials [1] - The price cap set by the West on Russian oil exports has not yet impacted Russia's oil export levels [1]

Group 1 - The China-CEEC Expo serves as a platform to showcase China's economic vitality and commitment to openness, marking the 50th anniversary of China-EU diplomatic relations and the 13th year of China-CEEC cooperation [1] - Since 2012, trade between China and Central and Eastern European (CEE) countries has grown at an annual rate of 8.8%, surpassing China's overall trade growth, with bilateral trade expected to reach $142.3 billion in 2024, a 6.3% year-on-year increase [1] - China's investment in CEE countries has exceeded $24 billion, with a notable increase in investments from the Chinese electric vehicle supply chain [1] Group 2 - BYD announced its European headquarters in Hungary, with plans to produce the first "European-made" car in its Hungarian factory this year, alongside other battery manufacturers establishing operations in the CEE market [2] - The investment activities of Chinese automotive companies in CEE reflect a broader trend of globalization and transformation within the Chinese automotive industry, aligning with global industry changes [2] - The automotive sector in CEE countries has become a crucial part of the European economy, with significant production facilities located in Slovakia, Hungary, and Romania, attracting Chinese automotive supply chain companies [3] Group 3 - The push for "new four modernizations" in the automotive sector has allowed Chinese companies to create new value in the target markets, contributing to local manufacturing and green development [3] - Hungary's foreign minister acknowledged that BYD's investment will promote the electrification and green transformation of the country's automotive industry, positioning Hungary as a global leader in electric vehicles [4] - Chinese automotive companies are not only bringing capital but also advanced technology and innovative products, reflecting China's commitment to openness and mutual development [4]

电话.1 LJY0 / / 70 香港恒生指数 35% 65% 标普500指数 20% 80% 纳斯达克指数 74% 26% 道琼斯指数 49% 51% 日经225指数 70% 30% 德国DAX40指 42% 58% 数 外汇 T 多头 |空头 欧元/美元 20% 80% 欧元/英镑 84% 16% 欧元/日元 27% 73% 欧元/澳元 63% 37% 英镑/美元 82% 18% 英镑/日元 60% 40% 美元/日元 52% 48% 美元/加元 18% 82% 美元/瑞郎 11% 89% 澳元/美元 49% 51% 澳元/日元 37% 63% 加元/日元 78% 22% 纽元/美元 47% 53% 纽元/日元 36% 64% 美元/离岸人 25% 75% 民币 特朗普反复无常，在欧盟"服软"下愿意恢复关税谈判期，现货黄金周一闻声跳空低开，当前多空争夺胶着；俄乌局势再度不明 朗，特朗普公开谴责普京，欧盟酝酿对俄新制裁，后市情绪如何？欢迎前往"数据库-嘉盛市场晴雨表"查看并订阅（数据每10分 钟更新1次） 免责声明:本图表数据来源于公众号:嘉盛集团,数据仅供参考,不作为任何投资建议。 ...

大规模空袭持续！ 5月25日凌晨，乌克兰首都基辅再次传出爆炸声。乌克兰方面称，基辅遭遇十余架俄罗斯无人机袭击。这也是 基辅连续第二晚遭大规模袭击。 此前23日晚至24日凌晨，乌空军监测到约250架无人机和14枚弹道导弹来袭，多数以基辅为目标。这也是俄乌 冲突以来，基辅遭遇的规模最大的一次无人机与弹道导弹袭击。 俄罗斯境内最近几天也遭到乌克兰的大规模无人机袭击。根据俄罗斯方面的通报，20日晚间至25日7时，俄罗 斯防空系统在俄境内至少击落了800架乌军无人机。 此外，据彭博社消息，在新一轮制裁措施中，欧盟正在考虑将20多家银行从国际支付系统SWIFT中剔除，同时 降低俄罗斯石油价格上限。 乌克兰首都遭大规模空袭 据参考消息援引法新社报道，乌克兰首都军事管理部门指出，基辅25日凌晨遭遇十余架俄罗斯无人机袭击，并 警告可能有导弹袭击。 最近几天，俄罗斯境内也遭遇了乌军的大规模袭击。俄罗斯国防部25日早间通报称，当天0时至7时，防空系统 在莫斯科州、库尔斯克州等地区摧毁并拦截了110架乌军无人机。据媒体报道，当天凌晨至早间，莫斯科多莫 杰多沃机场、茹科夫斯基机场、伏努科沃机场、谢列梅捷沃机场曾临时限制起降。 另外，俄 ...

市场消息：欧盟的该制裁措施旨在加大对俄罗斯的压力，迫使其结束对乌克兰的冲突。 ...

欧盟贸易和经济安全委员谢夫乔维奇：欧盟将全力参与，致力于与美国达成一项对双方都有利的协议。 欧盟与美国的贸易是无可比拟的，必须以相互尊重为指导，而不是威胁。 ...

市场消息：报道称本周末欧盟将就第18轮对俄制裁进行闭门磋商。 ...

Core Viewpoint - German Chancellor Merz supports the EU's proposal to impose a ban on the Nord Stream gas pipeline to prevent any efforts by the US and Russia to restart the connection [1] Group 1: Government Actions - The Merz government expressed support for the ban as part of a new round of sanctions against Russia [1] - Merz is attempting to quell domestic debates regarding the potential pros and cons of restarting the pipeline [1] Group 2: Motivations and Discussions - Reports in March about Russian and American business figures linked to the Kremlin seeking to restart the pipeline prompted Merz to discuss preventive measures with German and EU officials [1] - The punitive measures are also seen as a way for Merz to "Europeanize" the future of the pipeline, rather than facing potential pressure from the US and Russia alone [1]