当地时间12月2日，俄罗斯总统普京在公开声明中向欧洲发出明确警告：若欧洲国家主动挑起军事冲 突，俄罗斯"已做好全面应对准备"。这一表态正值俄乌冲突进入关键阶段，美俄高层就和平计划展开密 集磋商之际，引发国际社会高度关注。 普京在克里姆林宫与美国中东问题特使史蒂夫·威特科夫会谈前明确表示，俄罗斯"无法接受欧洲对美国 提出的俄乌和平计划进行修改"。他指出，欧洲试图通过调整条款阻挠和平进程，并试图将谈判破裂的 责任推卸给俄罗斯。这一指控直指11月23日美乌欧三方在瑞士日内瓦的闭门会谈——当时欧洲代表对白 宫11月20日披露的28点和平计划提出大幅修改，要求乌克兰恢复1991年边界、设立非军事区并加入北 约，这些条件被俄方视为"不可接受的挑衅"。 "欧洲没有真正的和平议程，"普京强调，"他们修改计划的唯一目的，是让俄罗斯为谈判失败背锅。"俄 罗斯总统助理尤里·乌沙科夫在会谈后补充称，美俄双方虽就部分条款达成"建设性共识"，但乌克兰领 土问题仍无妥协方案，欧洲的介入"进一步复杂化了局势"。 普京的警告并非空言。俄罗斯国防部12月2日披露，俄军在顿涅茨克和哈尔科夫地区持续推进，过去一 周占领8个定居点，乌军日均交战次数达 ...

新华社北京12月2日电 乌克兰近来与荷兰、挪威签署了联合生产无人机的协议，但欧盟外交与安全政 策高级代表卡娅·卡拉斯承认欧盟目前还未能实现2025年向乌提供200万发炮弹的计划。 荷兰政府1日发表声明说，荷兰当天与乌克兰签署联合生产无人机的协议。路透社援引荷兰国防大臣吕 本·布雷克尔曼斯的话报道，这项合作不仅将增强两国的生产能力，还将加强双方"共同安全、韧性与创 新能力"。 眼下，乌克兰在政治和军事层面均面临不利局面。11月20日，美媒披露白宫起草的28点俄乌"和平计 划"，乌克兰和欧洲指认该计划偏袒俄罗斯。美乌代表随后在瑞士日内瓦会谈，大幅修改该方案。双方 11月30日又在美国佛罗里达州举行会谈。白宫12月1日宣布，美国中东问题特使威特科夫将前往俄罗斯 商谈。 军事方面，俄罗斯12月1日晚宣布，俄军已经控制顿涅茨克地区重镇红军城（乌克兰称波克罗夫斯 克）。乌克兰武装部队当天早些时候说，尽管当地及周围地区"情况艰难"，乌军仍"继续抵御"俄军攻 势。（王逸君） 11月20日，乌克兰首都基辅主要街道的照明设施出现大面积停电，车辆在夜色中行驶。新华社记者李东 旭摄 另据RBC-乌克兰通讯社援引乌国防部长杰尼斯·什梅 ...

先把这场军事进展的里子面子分清楚，别被"俄军大捷"的标题带偏。 普京的"强硬且务实"从来不是说说而已。他亲自去前线指挥所，一方面是给俄军打气，用战场胜利凝聚国内共识；另一方面是借军事优势给西方施压——毕 竟美国刚抛出"乌克兰和平计划"，普京就是要告诉外界，俄罗斯不会在谈判桌上让步。更精明的是，他在秀肌肉的同时，还不忘巩固和中国的合作，诺瓦克 的能源表态就是他的"后手棋"：既让中国吃到实惠，又让俄罗斯在西方制裁下有了底气，这步棋走得相当老道。 泽连斯基则陷入了"被动挣扎"的境地。面对俄军的胜利，他只能让军方出面否认"红军城和沃尔昌斯克被完全控制"，声称乌军还在前线"持续阻击"。可实际 情况是，乌军的防线一直在收缩，只能靠西方的无人机和导弹援助勉强支撑。更无奈的是，美国已经开始压他"50天内拿出谈判成果"，泽连斯基一边喊 着"绝不割地"，一边又不得不接受西方的安排，这种进退两难的处境，把乌克兰的弱势暴露无遗。 俄军拿下两城的消息，也让美欧的态度对比变得格外鲜明，大国的利益算计一目了然。 11月30日，俄罗斯总统普京突然现身俄乌前线指挥所，听完总参谋长格拉西莫夫关于"夺取红军城和沃尔昌斯克"的战报后，斩钉截铁地宣称 ...

Core Points - French President Macron is visiting China from December 3 to 5, marking his fourth state visit during his presidency, aimed at optimizing and balancing France and the EU's relationship with China [1][2] - The visit is expected to focus on pragmatic cooperation in various sectors including trade, energy, transportation, and aerospace, as well as addressing international issues like the Russia-Ukraine conflict [2][3] Group 1: Bilateral Relations - Macron's visit is significant as it coincides with the 50th anniversary of diplomatic relations between China and the EU, representing a potential improvement in Sino-European relations amidst current tensions [6][7] - The French government emphasizes the importance of maintaining dialogue and strategic coordination between the two countries, particularly in light of global challenges [2][3] Group 2: Economic Cooperation - Macron's agenda includes strengthening economic and technological cooperation with China, with a focus on investment and innovation [4][5] - The visit aims to address trade imbalances and seek mutual benefits in sectors such as electric vehicles, renewable energy, and 5G technology, amidst ongoing trade tensions [5][6] Group 3: Global Issues - Discussions are expected to cover the Ukraine crisis, with both sides likely to reach a consensus on principles such as ceasefire and respect for territorial integrity [8][9] - The visit is seen as a constructive step towards easing tensions between China and Europe, with potential implications for broader international relations [7][9]

Group 1 - The article highlights the growing skepticism in Europe regarding the United States' commitment to NATO, especially in light of recent diplomatic actions and the absence of key U.S. officials from NATO meetings [2][3][4] - The leaked peace plan suggests that the Trump administration is more interested in improving relations with Russia than in defending the transatlantic alliance, raising concerns among European leaders [3][4] - European leaders express that the U.S. peace plan could lead to significant divisions within NATO, as it proposes to grant Russia amnesty for its military actions in Ukraine and allow its reintegration into global economic structures [7][8] Group 2 - The article discusses the differing perspectives between Europe and the U.S. regarding the peace process, with Europe fearing a resurgence of Russian aggression while the U.S. appears focused on achieving a quick ceasefire [5][6] - European political and military leaders believe that Putin's ambitions include rebuilding Russia's imperial influence, which is currently hindered by NATO's collective defense commitments [6][8] - The potential consequences of a divided NATO are explored, including the risk of Russia attempting to reclaim former Soviet territories, which could lead to a significant geopolitical crisis [8][9]

Core Points - Russia announced control over the key city of Red Army City in the Donetsk region, which is significant for its strategic location and historical importance in Ukraine's coal industry [1][3][5] - The timing of this announcement coincides with upcoming discussions between Russian President Putin and the U.S. Middle East envoy regarding a proposed peace plan for Ukraine [1][3] - The Russian military's success in capturing Red Army City is seen as a step towards fulfilling the objectives set at the beginning of the special military operation [5] Summary by Sections Military Developments - Russian forces have reportedly taken control of Red Army City and the city of Volchansk in Kharkiv Oblast, with the military claiming to have the initiative along the entire front line [1][3] - The Russian military has made significant advances in the Donetsk region, including the capture of the railway hub city of Lyman and control over approximately 30% of the buildings in the fortified city of Konstantinovka [5] Strategic Importance - Red Army City serves as a logistics hub for the Ukrainian military in the eastern region, with multiple railways and highways passing through it [5] - Volchansk is strategically important due to its proximity to the Russian Belgorod region and has changed hands multiple times since the onset of the conflict [5] Political Context - The announcement of military control came just after U.S. and Ukrainian delegations concluded talks on a peace plan, raising questions about the timing of Russia's declaration [3] - Kremlin spokesperson Peskov indicated that President Putin was briefed on the military's progress, highlighting the ongoing military strategy and operations in the region [3][5]

Report Summary 1. Report Industry Investment Rating No investment rating is provided in the report. 2. Core Viewpoints - The rapeseed meal RM2601 is expected to oscillate within the range of 2400 - 2460. The market is waiting for the final result of the anti - dumping ruling on Canadian rapeseed imports. The spot demand peak season has passed, but low inventory supports the market. The short - term trend is affected by soybean meal and will maintain a range - bound pattern [9]. - The market focuses on domestic aquaculture demand and the expectation of the tariff war on Canadian rapeseed. There are still variables in the final anti - dumping ruling on Canadian rapeseed, and there are rumors of improved Sino - Canadian trade relations recently [9][12]. 3. Summary by Directory 3.1 Daily Hints - Rapeseed meal RM2601 is in a 2400 - 2460 range - bound state. The fundamentals are neutral, the basis is bullish, the inventory situation is bullish, the price on the disk is bearish, the main position is bullish, and the future trend is expected to be in a shock pattern [9]. 3.2 Recent News - Domestic aquaculture has entered the off - season after the long holiday, and the supply in the spot market is expected to be tight in the short term. The demand is decreasing, and the export of Canadian rapeseed is expected to decrease due to Sino - Canadian trade issues [11]. - China's preliminary anti - dumping investigation on Canadian rapeseed imports has been established, and a 75.8% import deposit has been imposed. The final result is still uncertain [11]. - Global rapeseed production has increased this year, especially in Canada. The impact of the Russia - Ukraine conflict on global rapeseed production is relatively offset, but geopolitical conflicts may still support commodity prices [11]. 3.3 Bullish and Bearish Factors - Bullish factors: China's preliminary anti - dumping determination on Canadian rapeseed imports and the low inventory pressure of oil mills on rapeseed meal [12]. - Bearish factors: The domestic rapeseed meal demand is gradually entering the off - season, and there is still a small probability of a settlement in the final anti - dumping result of Canadian rapeseed imports [12]. 3.4 Fundamental Data - From November 21 to December 1, the average price difference between soybean meal and rapeseed meal fluctuated slightly. The trading volume of soybean meal varied, while the trading volume of rapeseed meal was 0 [13]. - From November 21 to December 1, the rapeseed meal futures and spot prices fluctuated. The spot price was higher than the futures price, and the premium fluctuated slightly [15]. - From November 20 to December 1, the rapeseed meal warehouse receipts were mostly 0, with a significant decrease on November 21 [17]. - The import of rapeseed in November has no shipping schedule forecast, and the import cost is affected by tariffs. The inventory of oil mills' rapeseed and rapeseed meal is at a low level, and the rapeseed crushing volume of oil mills remains at zero [23][25][27]. - The price of aquatic fish has dropped slightly, while the price of shrimp and shellfish has remained stable [35]. 3.5 Position Data The main long positions of rapeseed meal have increased, but the funds have flowed out [9].

每经编辑｜陈柯名 当地时间12月1日晚，俄罗斯国防部宣布，俄军已控制顿涅茨克地区红军城（乌克兰称波克罗夫斯克）和（乌克兰哈尔科夫州北部重镇）沃尔昌斯克。对 此，乌克兰方面暂未回应。 俄罗斯总统新闻秘书佩斯科夫稍早前表示，俄罗斯总统普京于11月30日晚视察了特别军事行动某指挥所，听取了俄罗斯武装力量总参谋长格拉西莫夫关 于"夺取红军城和沃尔昌斯克的报告"。 普京在会上表示，俄军在整个接触线完全掌握主动权，近期控制了数个具有战略意义的大型居民点，这对于进一步夺取乌军占据的地区具有重要意义。克 里姆林宫12月1日凌晨消息称，格拉西莫夫向普京汇报了红军城与沃尔昌斯克的夺取情况，以及部队在其他方向开展进攻行动的战果。普京对各集团指挥 官及全体人员的成功作战表示感谢，并就保障部队在冬季开展军事行动所需一切物资下达了任务指示。 红军城是乌克兰煤炭工业中心，也是乌军的后勤枢纽。有军事专家分析称，尽管红军城作为军事补给中心对乌克兰的重要性已经消退，但乌军失守这里可 能会为俄军在该地区进一步推进打开门户。沃尔昌斯克是哈尔科夫州防线的关键节点，在战略上对乌军至关重要，一旦失守，乌军北线防线将被打乱。 泽连斯基：乌美就领土问题讨论长 ...

（原标题："俄军已控制红军城"，普京发声） 来源：新华社 俄军称已控制红军城和沃尔昌斯克 普京在视察时表示，俄军在战斗接触线全线掌握主动权。 红军城在乌克兰危机升级前是乌克兰煤炭工业中心，更是乌克兰军队在乌克兰东部的后勤枢纽，多条铁 路和公路经过这里。俄乌两军从2024年8月起围绕该地展开激烈争夺。俄卫星通讯社援引普京的话报 道，俄军在红军城行动的成功将确保特别军事行动之初设定的任务得以完成。 沃尔昌斯克靠近俄罗斯别尔哥罗德州，因其战略地位重要，在俄乌两军之间多次易手。2022年2月俄罗 斯发起特别军事行动时攻占该市，乌军同年5月夺回。2024年5月，俄军重开哈尔科夫战线，寻求沿俄罗 斯边境建立"安全区"，包括夺取沃尔昌斯克。今年11月20日，俄军说已经控制沃尔昌斯克80%以上的区 域。 格拉西莫夫向普京汇报说，在顿涅茨克地区，俄军"西部"军队集群已经攻入另一座铁路枢纽城市红利 曼，俄军还控制乌军"堡垒城市"康斯坦丁诺夫卡约30%的建筑。另外，俄军还在扎波罗热方向继续推 进。 俄罗斯总统新闻秘书佩斯科夫12月1日晚说，俄总统普京11月30日视察俄军一处指挥所，听取关于俄军 已经控制顿涅茨克地区重镇红军城（乌克 ...

Core Points - Russian President Putin inspected a military command post and received reports on the control of key locations in the Donetsk region, specifically Red Army City and Volchansk [1] - The Russian military claims to have the initiative along the entire contact line, indicating a strategic advantage in ongoing operations [1] - Control of Red Army City is significant as it serves as a logistics hub for the Ukrainian military and is a center for coal industry [1] - Volchansk has changed hands multiple times due to its strategic importance, with Russian forces reportedly controlling over 80% of the area as of November 20 [1] Summary by Sections Military Operations - The Russian military has made advances in the Donetsk region, with the "Western" military group entering the railway hub city of Rovenki and controlling about 30% of the buildings in the "fortress city" of Konstantinovka [2] - Continued progress is reported in the Zaporizhzhia direction, indicating ongoing military operations and territorial gains [2]