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]

欧洲央行管委西姆库斯：将推动欧盟资本市场联盟。 ...

德国总理默茨：我向特朗普解释过，欧盟成员国之间不可能达成1:1的贸易协议。 ...

证券代码：301600 证券简称：慧翰股份 慧翰微电子股份有限公司 2025 年 5 月 7 日投资者关系活动记录表 编号：2025-013 | 投资者关系活 | ☑特定对象调研 □分析师会议 □媒体采访 | | | | --- | --- | --- | --- | | 动类别 | □业绩说明会 □新闻发布会 □路演活动 | | | | | □现场参观 ☑其他（电话会议） | | | | 参与单位 | 兴业证券、嘉实基金、博时基金、平安资产、华商基金、鹏 | | | | | 华基金、泰康资产、海富通基金、信达澳银基金、中信保诚 | | | | | 基金、中银基金、天治基金、诺德基金、友邦保险、民生加 | | | | | 银基金、金鹰基金、天弘基金 | | | | 时间 | 2025 年 5 月 7 日 16:00 | | | | 地点 | 1#楼 5 层 会议室（一） | | | | 上市公司接待 | 隋榕华先生、冯静女士、潘敏涛先生、金少明先生 | | | | 人员 | | | | | 投资者关系活 | 1、请介绍一下 24 年和 25 年一季度的经营情况 | | | | 动主要内容 | 2024 年，公 ...

交易咨询业务资格：证监许可【2012】1091号 PTA&MEG早报-2025年5月9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 MEG 每日观点 MEG： 1、基本面：周四，乙二醇盘面探低后坚挺回升，现货表现惜售。夜盘乙二醇盘面低开下行，早间盘面短暂下探，现货低位成交至 4205元/吨附近。随后受聚酯负荷上修消息带动，五月平均负荷预计可在94.5%附近，需求支撑超预期，乙二醇盘面坚挺上行，现货 基差持续走强，至尾盘现货成交至09合约升水80元/吨附近。美金方面，乙二醇外盘重心大幅上行，近期船货主流商谈在495-500元 /吨附近，个别供应商参与补货，日内近期船货497-500美元/吨附近成交。日内存台湾招标货497美元/吨附近成交，货量为1000吨。 中性 2、基差：现货428 ...

Core Viewpoint - The U.S. President Trump expressed intentions to reach an agreement with the European Union [1] Group 1 - The statement indicates a proactive approach towards international trade relations [1]

Core Viewpoint - Slovakia's Prime Minister Robert Fico has strongly criticized the EU's energy transition plan, labeling it as "economic suicide" and warning that it could cause more damage to the EU than Russia [1] Group 1: Criticism of EU Energy Transition Plan - The EU Commission plans to completely stop importing oil, gas, and nuclear energy from Russia by 2027, with new gas contracts ceasing in 2025 [1] - Slovakia, one of the few EU member states still receiving Russian gas, finds the current plan "unacceptable" and believes it will lead to further energy price increases, significantly impacting the EU's already weakened competitiveness since 2022 [1] Group 2: Divergence Among EU Member States - The opposition from Slovakia and Hungary indicates significant divisions among EU member states regarding the energy transition plan [2] - While reducing dependence on Russian energy is a long-term goal for the EU, achieving this without harming economic competitiveness remains a pressing issue [2] - Investors should closely monitor discussions on energy policy within the EU, as these could have profound implications for the European energy market and the global economy [2]