德国总理默茨：与希腊领导人达成一致，希望欧盟尽快实施新的限制性移民规则。 ...

Group 1 - The US-China trade negotiations have resulted in a 90-day window where tariffs on Chinese exports to the US will be 30%, with a potential increase to 54% after this period, enhancing the certainty of performance for companies involved [1] - The adjustment in tariffs is expected to provide a short-term shipping and stocking window, while in the long term, domestic production capacity for exports to the US is likely to maintain good profitability [1] Group 2 - The European Union has imposed anti-dumping duties on Chinese mobile elevating work platforms, with the lowest duty at 20.6% for Dingli, which is lower than foreign brands, indicating recognition of compliance and market operations [2] - The impact of these duties on the company's export orders and profitability is considered limited, as price increases are expected to be a trend, allowing for cost transfer to end customers [2] - The company is expected to enhance its market share in Europe as new production capacity is released in 2025, despite high tariffs acting as a barrier [2] Group 3 - The company is anticipated to see sustained performance growth due to successful trials with overseas clients, extended stocking windows, and the introduction of high-value products in Europe [3] - The company is also expanding into emerging markets and new business segments, which will contribute to steady growth [3] - Profit forecasts for the company indicate a net profit of 21 billion (31% YoY growth), 24 billion (14% YoY growth), and 28 billion (14% YoY growth) from 2025 to 2027, with corresponding PE ratios of 12, 10, and 9 [3]

欧盟能源专员：即使达成俄乌和平协议，欧盟也将摆脱俄罗斯能源 金十数据5月13日讯，欧盟能源专员周二表示，在乌克兰和俄罗斯可能达成和平协议后，欧盟不打算恢 复从俄罗斯进口能源。"欧盟非常明确，我们不希望未来从俄罗斯获得能源。我们现在不希望这样，在 和平之后我们也不会希望这样。"欧盟能源专员约根森称。 ...

Company Overview - Grifols conducted a conference call to review its Business Results for the First Quarter of 2025, featuring key executives including the CEO, CFO, and President of Biopharma [1]. Logistics and Presentation - The conference call is expected to last about an hour, including a Q&A session, and is being recorded for future reference [2]. - Additional materials, including the presentation, are available on the Grifols Investor Relations website [2]. Financial Reporting - All financial statements are prepared in accordance with EU IFRS and other applicable reporting provisions, including alternative performance measures (APMs) [4]. - Grifols management utilizes APMs to assess financial performance, cash flow, and overall business health [4].

美国总统特朗普：欧盟会大幅让步的。 ...

美国总统特朗普：欧盟将不得不为医疗保健支付更多费用。 ...

美国总统特朗普：欧盟在药品补贴问题上态度最为强硬。 ...

交易咨询业务资格：证监许可【2012】1091号 PTA&MEG早报-2025年5月12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 每日观点 PTA： 1、基本面：周五，贸易商商谈为主，个别主流供应商出货，5月主流在09+145~150成交，个别略低在09+140附近，少量略高 在09+155~165附近，价格商谈区间在4695~4740附近。6月中上主港在09+100~110有成交。今日主流现货基差在09+149。中性 2、基差：现货4720，09合约基差138，盘面贴水 偏多 3、库存：PTA工厂库存4.51天，环比增加0.08天 偏空 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：净空 空减 偏空 6、预期：近期PTA部分装置陆续落实检修， ...

Core Viewpoint - The European Commission President Ursula von der Leyen stated that the EU is prepared to impose stricter sanctions if Russia violates any ceasefire agreements [1] Group 1 - The EU is closely monitoring the situation regarding ceasefire agreements with Russia [1] - Stricter sanctions are being considered as a response to potential violations by Russia [1]

Core Viewpoint - Hungary's Prime Minister Orban reiterated his opposition to Ukraine's EU membership, labeling it as "economic suicide" for Hungary [1] Group 1: Economic Impact - Orban stated that accepting Ukraine into the EU would significantly increase Hungary's energy costs, which are currently the lowest in Europe, potentially doubling expenses without cheap Russian energy [1] - The Hungarian economy has suffered approximately 20 billion euros in losses over the past three years due to the Russia-Ukraine conflict [1] Group 2: Political Stance - Hungary has consistently opposed Ukraine's EU membership, emphasizing the need for peace and the lifting of related sanctions [1] - Orban highlighted that funds requested by Ukraine to maintain a military of 1 million should instead be allocated for economic development within the EU [1]