俄罗斯外交部发言人扎哈罗娃：（谈欧盟制裁）俄罗斯从未回应最后通牒。 ...

德国财政部长克林贝尔：我认为目前没有必要向欧盟联合借款。 ...

德国财政部长：目前我认为没有必要进行欧盟共同借贷。 ...

德国财政部长：美国关税正在威胁德国就业岗位，欧盟谈判必须继续以寻求解决方案。 ...

Core Viewpoint - Russia has reiterated its strong support for international efforts to combat climate change, but its recent request for consultations does not involve genuine environmental measures, rather it criticizes the EU's carbon border adjustment mechanism (CBAM) and emissions trading scheme (EU ETS) as trade-restrictive and discriminatory measures [1][8] Group 1: Russia's Position on CBAM - Russia has expressed concerns that the EU's CBAM and EU ETS are being packaged as climate measures while actually serving to enhance EU competitiveness and attract additional investments [1][6] - The CBAM is seen as creating significant trade barriers for covered goods imported into the EU, complicating and increasing the costs of compliance for operators [3][6] - Russia highlights that the EU's requirements for CBAM compliance involve extensive documentation and proof of financial and operational capacity, which adds to the administrative burden on importers [4][5] Group 2: Implications of CBAM - The mechanism requires authorized CBAM declarants to purchase and surrender a certain number of CBAM certificates, effectively imposing additional "quasi-tariff" costs on imports from third countries [7][8] - The EU's emissions trading system sets a cap on greenhouse gas emissions, with free allocation of allowances for sectors deemed at risk of carbon leakage, which Russia argues is unfairly based on export performance [7][8] - The CBAM currently applies to industries such as cement, steel, aluminum, fertilizers, electricity, and hydrogen, which are selected due to their high carbon leakage risk and emission intensity [8]

欧盟外交与安全政策高级代表卡拉斯5月20日表示，欧盟批准了针对俄罗斯的第17轮制裁方案，目标是 近200艘"影子舰队"船只。 ...

德国国防部长：欧盟必须进一步收紧对俄罗斯的制裁。 ...

Core Viewpoint - The European Central Bank Executive Board member Schnabel emphasizes that the EU Capital Markets Union should focus on venture capital, which is crucial for driving innovation [1] Group 1 - The importance of venture capital in fostering innovation within the EU is highlighted [1] - The call for a strategic focus on risk capital in the EU Capital Markets Union is made to enhance economic growth [1]

法国外交部长巴罗：法国支持重新审视欧盟 - 以色列联系协定，以确定以色列是否遵守其人权方面的承 诺。 ...

PTA&MEG早报-2025年5月20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 交易咨询业务资格：证监许可【2012】1091号 PTA 每日观点 PTA： 1、基本面：昨日PTA期货震荡收跌，现货市场商谈氛围尚可，现货基差走强后略有松动，贸易商商谈为主。个别聚酯工厂买货， 5月主港主流在09+200附近成交，个别略高，下午现货基差松动，少量在09+190~195附近成交，价格商谈区间在4955~5035附近。 6月主流在09+180~190有成交。今日主流现货基差在09+198。中性 2、基差：现货4995，09合约基差219，盘面贴水 偏多 3、库存：PTA工厂库存4.28天，环比减少0.23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： ...