2、海光信息：拟通过换股方式吸收合并中科曙光，股票停牌 海光信息公告称，公司与中科曙光正在筹划由海光信息通过向中科曙光全体A股换股股东发行A股股票 的方式换股吸收合并中科曙光，并发行A股股票募集配套资金。公司A股股票将于2025年5月26日开市时 起开始停牌，预计停牌时间不超过10个交易日。 3、翔港科技：实控人拟减持不超3%公司股份 翔港科技公告称，因个人资金需求，控股股东、实控人及一致行动人董建军计划于2025年6月18日至 2025年9月17日减持不超648.42万股，占公司总股本的3.0%。 // 今日关注 // // 中国股票预警 // 1、中科曙光：海光信息拟换股吸收合并公司，股票停牌 中科曙光公告称，公司与海光信息正在筹划由海光信息通过向公司全体A股换股股东发行A股股票的方 式换股吸收合并中科曙光，并发行A股股票募集配套资金。公司A股股票将于2025年5月26日开市时起开 始停牌，预计停牌时间不超过10个交易日。 4、科源制药：股东问泽鸿拟减持不超过3%公司股份 科源制药公告称，公司持股7.76%的股东问泽鸿计划以集中竞价及大宗交易方式，减持公司股份不超过 324.87万股（占公司总股本的3%） ...

大规模空袭持续！ 5月25日凌晨，乌克兰首都基辅再次传出爆炸声。乌克兰方面称，基辅遭遇十余架俄罗斯无人机袭击。这也是 基辅连续第二晚遭大规模袭击。 此前23日晚至24日凌晨，乌空军监测到约250架无人机和14枚弹道导弹来袭，多数以基辅为目标。这也是俄乌 冲突以来，基辅遭遇的规模最大的一次无人机与弹道导弹袭击。 俄罗斯境内最近几天也遭到乌克兰的大规模无人机袭击。根据俄罗斯方面的通报，20日晚间至25日7时，俄罗 斯防空系统在俄境内至少击落了800架乌军无人机。 此外，据彭博社消息，在新一轮制裁措施中，欧盟正在考虑将20多家银行从国际支付系统SWIFT中剔除，同时 降低俄罗斯石油价格上限。 乌克兰首都遭大规模空袭 据参考消息援引法新社报道，乌克兰首都军事管理部门指出，基辅25日凌晨遭遇十余架俄罗斯无人机袭击，并 警告可能有导弹袭击。 最近几天，俄罗斯境内也遭遇了乌军的大规模袭击。俄罗斯国防部25日早间通报称，当天0时至7时，防空系统 在莫斯科州、库尔斯克州等地区摧毁并拦截了110架乌军无人机。据媒体报道，当天凌晨至早间，莫斯科多莫 杰多沃机场、茹科夫斯基机场、伏努科沃机场、谢列梅捷沃机场曾临时限制起降。 另外，俄 ...

市场消息：欧盟的该制裁措施旨在加大对俄罗斯的压力，迫使其结束对乌克兰的冲突。 ...

Core Points - The U.S. government has temporarily lifted certain financial sanctions against Syria, marking a significant step in implementing President Trump's announcement to terminate sanctions [1][2] - The U.S. Treasury Department has granted a 180-day exemption from sanctions, allowing for previously prohibited commercial activities, including new investments and financial services related to Syrian oil [1][2] - The Syrian foreign ministry welcomed the U.S. decision, viewing it as a positive move towards alleviating the humanitarian crisis and economic difficulties in Syria [3] Group 1 - The U.S. Treasury Secretary stated that Syria must continue efforts to become a peaceful and stable nation, and the recent action is expected to help the country move towards prosperity [2] - The conditions for extending the sanctions exemption include Syria's temporary authorities not providing shelter to terrorist organizations and ensuring the safety of minority groups and various religious sects [2] - The U.S. Secretary of State described the action as the first step towards building a new relationship between the U.S. and Syria, with expectations for Syria to take swift action on key policy priorities in return for the sanctions relief [2] Group 2 - The U.S. has imposed sanctions on Syria since 1979, designating it as a state supporting terrorism, with increased sanctions following the Syrian crisis in 2011 [5] - The lifting of sanctions comes after significant political changes in Syria, including the takeover of power by a new regime and discussions between U.S. Congress members and Syrian leaders regarding sanctions [5] - Analysts suggest that this move by the Trump administration reflects a shift in U.S. policy in response to requests from Turkey and Saudi Arabia, aiming to achieve diplomatic results in the Middle East [5]

市场消息：报道称本周末欧盟将就第18轮对俄制裁进行闭门磋商。 ...

Core Viewpoint - German Chancellor Merz supports the EU's proposal to impose a ban on the Nord Stream gas pipeline to prevent any efforts by the US and Russia to restart the connection [1] Group 1: Government Actions - The Merz government expressed support for the ban as part of a new round of sanctions against Russia [1] - Merz is attempting to quell domestic debates regarding the potential pros and cons of restarting the pipeline [1] Group 2: Motivations and Discussions - Reports in March about Russian and American business figures linked to the Kremlin seeking to restart the pipeline prompted Merz to discuss preventive measures with German and EU officials [1] - The punitive measures are also seen as a way for Merz to "Europeanize" the future of the pipeline, rather than facing potential pressure from the US and Russia alone [1]

美国方面因苏丹使用化学武器而对其实施制裁。 ...

Core Points - The European Union has begun the process of lifting sanctions on Kosovo, contingent upon the de-escalation of the situation in the northern part of the country [1] Group 1 - The EU's decision to lift sanctions indicates a shift in diplomatic relations with Kosovo [1] - The lifting of sanctions is dependent on the stabilization of the northern region of Kosovo [1]

Core Viewpoint - The import volume of diluted asphalt in China reached a new low in April 2025, primarily due to trade tensions and reduced profitability in processing diluted asphalt, indicating that "low imports" may become the norm for the remainder of 2025 [1][6]. Group 1: Import Data - In April 2025, China's diluted asphalt import volume was 0.71 million tons, a decrease of 97.58% month-on-month and 97.65% year-on-year, marking the lowest monthly import level since February 2019 [1]. - The total import volume from January to April 2025 was 1.29 million tons, a year-on-year decline of 37.18%, also the lowest for the same period since 2021 [1]. Group 2: Impact of U.S. Sanctions - U.S. sanctions have significantly contributed to the record low import levels of diluted asphalt, with President Trump announcing the termination of oil trading agreements with Venezuela on February 26, 2025, and requiring Chevron to exit Venezuelan oil operations by April 3, 2025 [3]. - The sanctions have led to a reduction in U.S. imports of Venezuelan crude oil and have limited the import enthusiasm of other countries [3]. - Contrary to market expectations, the anticipated increase in China's diluted asphalt imports following the sanctions has not materialized, as evidenced by the low import figures in April [3]. Group 3: Processing Profitability - The current tax policy on processing diluted asphalt, which allows deductions based only on the proportion of taxable products, has significantly reduced the profitability of processing diluted asphalt, leading to a decline in domestic refineries' willingness to process it [5]. - The production of asphalt using crude oil quotas is becoming the primary method in 2025, as the profitability of processing diluted asphalt has not improved compared to processing crude oil [5]. - To achieve profitability in processing diluted asphalt, the price spread would need to decrease by approximately $10 per barrel, which is unlikely to happen without affecting the high cracking margins of diluted asphalt [5]. Group 4: Future Outlook - Given the combined internal and external factors, it is expected that the import volume of diluted asphalt will remain low and may become a norm for the remainder of 2025 [6].

日前，欧盟宣布在第17轮对俄罗斯制裁中将中国企业列入清单。中方对此有何评论？中方一贯反对没有 国际法依据、未经联合国安理会授权的单边制裁，对欧方无理制裁中国企业表示强烈不满、坚决反对， 并已向欧方提出严正交涉。在乌克兰危机问题上，中方始终致力于劝和促谈，从未向冲突方提供致命性 武器，严格管控军民两用物项出口。中方敦促欧方立即停止在对俄经贸合作问题上搞双重标准，停止损 害中国企业合法权益。中方将采取必要措施，坚决维护自身正当权益。(中国驻欧盟使团) ...