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]

匈牙利总理欧班幕僚长：欧盟委员会的提案对匈牙利和斯洛伐克造成针对性伤害。 ...

此外，由于OPEC+超预期增产，供应端显得愈发宽松，尤其是到今年下半年，预计原油供应过剩将会 扩大。显然，这一预期面临的风险在于OPEC+再次改变其政策，需要看到那些长期超额生产的成员国 开始遵守配额目标。据报道，哈萨克斯坦正在考虑应对措施以达到配额目标。ING预计，OPEC+在第三 季度将继续执行积极增产政策，与5、6月宣布的增产计划一致。 美国石油协会公布的数据较为乐观。上周，美国原油库存减少了449万桶，而WTI原油交割枢纽库欣的 库存减少了85.4万桶。成品油方面，汽油库存下降了197万桶，馏分油库存增加了224万桶。 荷兰国际集团(ING)发布研报指出，美国与中国经贸高层将在本周末举行会谈的消息推动了油价的反 弹。ING表示，谈判将是贸易紧张局势可能缓和的一个迹象，然而，尽管谈判将有助于改善原油市场的 情绪，但真正提振需求前景还需在降低关税方面取得实质性进展。 在其他大宗商品方面，欧洲基准荷兰TTF天然气期货价格在5月6月上涨了5.51%，为3月中旬以来的最大 单日涨幅。这一涨幅受欧盟计划在2027年底前逐步停止从俄罗斯进口天然气的举措的推动。欧盟的相关 举措包括到2027年底逐步取消长期天然气合同 ...

CONTENTS 目 录 1 前日回顾 2 每日提示 3 4 今日关注 基本面数据 交易咨询业务资格：证监许可【2012】1091号 PTA&MEG早报-2025年5月8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。 5 PTA 每日观点 PTA： 1、基本面：昨日PTA期货震荡上涨，现货市场商谈氛围较清淡，现货基差回落，贸易商商谈为主。5月货主流在09+105~110有 成交，略低亦有，个别略高在09+120，价格商谈区间在4500~4625附近。今日主流现货基差在09+108。中性 2、基差：现货4565，09合约基差99，盘面贴水 偏多 3、库存：PTA工厂库存4.43天，环比增加0.04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 空增 偏空 6、预期：近期PTA部分装置陆续落实检修，下游聚酯负荷相对坚挺的情况下，PTA ...

Core Viewpoint - German Chancellor Merz expresses skepticism towards the EU's new debt instruments, indicating concerns about their effectiveness and implications for fiscal policy [1] Group 1: EU Fiscal Policy - The EU may relax its fiscal rules to enhance defense spending, reflecting a shift in priorities amid geopolitical tensions [1]

仍然对新版欧盟债务工具持怀疑态度。 德国总理默茨：欧盟财政制度可能会在国防政策方面放宽。 ...

匈牙利外长：匈牙利将采取"最强烈的措施"应对欧盟的计划。 ...

Core Viewpoint - The Hungarian Foreign Minister stated that the European Union's plan to gradually stop importing Russian energy is "unacceptable" [1] Group 1 - The Hungarian government is opposed to the EU's strategy regarding Russian energy imports, indicating potential political and economic tensions within the EU [1] - The statement reflects Hungary's reliance on Russian energy and highlights the challenges faced by EU member states in achieving a unified energy policy [1]

Core Viewpoint - French President Macron emphasizes the need for increased public investment at the EU level [1] Group 1 - Macron's statement highlights the importance of collective investment strategies within the European Union to enhance economic growth [1] - The call for more public investment suggests a shift towards a more proactive fiscal policy in response to current economic challenges [1]