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30天倒计时!特朗普逼印度“退群”金砖,莫迪沉默背后藏着大棋
Sou Hu Cai Jing· 2025-06-08 20:02
Core Points - The U.S. is pressuring India to distance itself from BRICS in exchange for a trade agreement, highlighting a shift in diplomatic tactics [1][3] - The U.S. sees India as a crucial player in its Indo-Pacific strategy, aiming to weaken China's influence by leveraging India's position [3][5] - India's reliance on Chinese manufacturing is significant, with a projected 37% increase in imports of Chinese machinery and electrical products in 2024 [5] - The U.S. demands include opening India's agricultural market to American soybeans and threatening military supply chains, particularly for F-21 fighter jet parts [7] - India is strategically delaying its response to U.S. demands while strengthening ties with Russia and exploring alternative currency agreements with the Middle East [9] - China's response to the situation has been measured, with support for India through infrastructure loans, contrasting with U.S. tactics [10] - Internal divisions in India are evident, with public sentiment largely against U.S. economic pressure and protests against American agricultural imports [12] - Global reactions to U.S. pressure include support for BRICS from other nations, indicating a broader resistance to U.S. hegemony [14] Summary by Sections U.S.-India Relations - The U.S. Commerce Secretary's visit to India was marked by a stark warning to sever ties with BRICS for a trade deal [1] - The U.S. initially expected compliance from 75 countries regarding tariffs but faced resistance, particularly from India [3] Economic Implications - The U.S. is pushing for India to open its agricultural market, which could significantly impact local farmers [7] - India's imports from China are expected to rise sharply, indicating a complex economic interdependence [5] Strategic Maneuvering - India is employing a strategy of delay while seeking to strengthen its energy ties with Russia and explore alternative economic frameworks [9] - China's support for India through financial means contrasts with U.S. pressure tactics, showcasing a different diplomatic approach [10] Domestic Sentiment - There is significant public backlash in India against U.S. economic policies, with protests emerging against American agricultural imports [12] - The internal political landscape in India is divided, with strong opposition to U.S. influence and calls for maintaining BRICS membership [12] Global Context - Other BRICS nations are rallying against U.S. pressure, indicating a potential shift in global power dynamics [14]
中国若不接盘美债,美国将面临信誉崩盘!
Sou Hu Cai Jing· 2025-06-07 23:41
先说个扎心的事实:美国现在每天光利息就得烧掉27亿美元,这还不算本金。你没听错,光是利息钱就能压垮华盛顿那帮人。去年日本还攥着1.1万亿美元 美债,结果上个月直接甩卖了500亿,搞得美债利率一晚上窜高20个点。连日本都开始跑路了,你觉得中国会傻到去接盘?这不是"农夫与蛇"的故事,是"东 郭先生救狼"的翻版。 美债曾经是全球金融市场的"定海神针",但现在呢?越来越多国家开始用自己的货币结算,东盟搞了本币结算圈,巴西卖大豆直接收人民币,俄罗斯更是把 存在美国的黄金全拉回国。美元的国际地位正在一步步被蚕食,这不是危言耸听,而是肉眼可见的趋势。 美债这事儿,最近又成了全球金融圈的头号瓜。6月份到期的6.5万亿美元美债,像一颗定时炸弹,正悬在华盛顿的头顶。而大家最关心的问题是:中国会不 会接盘?我的答案很简单——别开玩笑了,接盘就是给自己挖坑! 还有人提到比特币,说美国可能用比特币来化债。这更是个笑话。比特币是什么?它是个虚拟品,网络崩溃了它就归零。美国拿虚拟货币换中国的真金白 银,这不是明抢是什么?拿中国人当傻子吗? 美国的债务问题已经不是靠"化债"能解决的了,它的问题是系统性的。贪腐严重、贫富差距拉大、财政赤字失控 ...
影响市场重大事件:2025年上海合作组织财长和央行行长会议在北京举行,探讨本币结算
Mei Ri Jing Ji Xin Wen· 2025-06-04 23:17
Group 1 - The Shanghai Cooperation Organization (SCO) finance ministers and central bank governors meeting was held in Beijing, discussing global and regional economic challenges and financial cooperation [1] - The meeting achieved substantial progress towards the establishment of the SCO Development Bank and agreed to create a financial think tank network [1] - Topics included improving local currency settlement arrangements and enhancing digital inclusive finance cooperation [1] Group 2 - The National Energy Administration announced the initiation of pilot projects for new power systems, focusing on building or upgrading renewable energy power stations in areas with tight supply or significant consumption pressure [2] - The projects aim to enhance system performance with a target of increasing output by over 10% during peak hours [2] - Priority will be given to projects with installed capacity of over 200,000 kilowatts [2] Group 3 - Guangdong Province is planning to develop a marine strong province indicator system to evaluate the effectiveness of marine development [3] - The system will include functional positioning, compilation principles, and calculation methods, ensuring practical implementation [3] - This initiative aims to support the construction of a new marine Guangdong [3] Group 4 - Shenzhen's Industrial and Information Technology Bureau announced a support plan for the smart terminal industry, with funding up to 20 million yuan for various AI terminal projects [4] - The focus is on research, production, and application promotion of innovative consumer electronics, including smartphones and smart home products [4] - The application system for funding will open on June 13 [4] Group 5 - The National Railway Administration is promoting the green transformation of old diesel locomotives by replacing fossil fuel systems with electric and hydrogen fuel cell systems [5] - This initiative aims to improve energy efficiency and reduce emissions from railway operations [5] Group 6 - PingPong has received preliminary approval from the Central Bank of the UAE to become the first Chinese third-party payment institution to hold a UAE payment license [6] - This marks a significant step for Chinese payment platforms in expanding their international presence [6] Group 7 - Shanghai's Development and Reform Commission encourages local enterprises to actively apply for infrastructure REITs reserve projects, with a minimum asset valuation of 1 billion yuan for new issuances [8] - Existing REITs can expand without asset size restrictions, allowing for bundled calculations of multiple projects [8] Group 8 - The Ministry of Industry and Information Technology and the Chinese Academy of Sciences are launching an innovation task for high-performance bioreactors, focusing on key technologies and applications [9] - The initiative aims to enhance the integrated development capabilities of technology research, supply-demand matching, and large-scale application [9] Group 9 - In May 2025, A-share new account openings reached 1.56 million, a year-on-year increase of 22.86% compared to 1.27 million in May 2024 [10] - Despite a decline from previous months, the overall trend remains robust, with the total new accounts in 2025 exceeding the first six months of 2024 [10] Group 10 - China Eastern Airlines announced a new fuel surcharge policy effective June 5, 2025, exempting fuel surcharges for domestic flights under 800 kilometers [11] - For flights over 800 kilometers, a surcharge of 10 yuan per passenger will be applied [11] - The policy aims to adjust pricing structures for domestic air travel [11]
本币结算实现跨越式升级,中国印尼再签金融合作备忘录
Di Yi Cai Jing· 2025-05-26 12:03
LCS合作机制下,使人民币/印尼卢比点差变窄,直接兑换与通过美元为中介兑换相比更具竞争力。 此次签署的LCT合作框架,是对2020年9月30日双方签署的《关于建立促进经常账户交易和直接投资本 币结算合作框架的谅解备忘录》(LCS合作框架)的拓展升级。新框架将本币结算合作范围从经常账户 和直接投资,扩展至涵盖资本和金融账户的全部交易,在两国法律法规允许范围内促进支付联结,进一 步推动本币在双边交易和投资中的使用,深化两国货币金融市场合作。 LCS合作框架由部分东盟国家央行倡导,旨在推动双边贸易本币结算。近年来,随着印尼等东盟国家经 济发展,区域内经贸往来日益密切,各方期望通过增加本币使用,降低汇率风险和企业汇兑成本,同时 避免本币头寸在境外累积影响国内宏观调控与金融稳定。在此背景下,2016年至2019年,印尼央行、泰 国央行、马来西亚央行和菲律宾央行签署实现LCS合作框架,印尼央行和泰国央行还分别与日本央行签 署了LCS合作框架。 2020年9月,中国人民银行与印度尼西亚央行签署LCS合作框架备忘录,支持两国企业在经常账户和直 接投资项下开展本币结算,并于2021年9月正式启动。 业内专家表示,此次中国与印尼 ...
中国与印尼本币结算合作扩围:两国央行签署重要协议
据中国人民银行官网消息,5月25日,在中国国务院总理李强和印度尼西亚总统普拉博沃的共同见证 下,中国人民银行行长潘功胜与印度尼西亚银行行长佩里.瓦吉约签署了《中国人民银行和印度尼西亚 银行关于建立促进双边交易本币结算合作框架的谅解备忘录》(简称LCT合作框架)。 本次谅解备忘录是对双方于2020年9月30日签署的《关于建立促进经常账户交易和直接投资本币结算合 作框架的谅解备忘录》(简称LCS合作框架)的拓展和升级,将双方本币结算合作范围从经常账户和直接 投资扩展至包括资本和金融账户的全部交易,在两国法律法规允许的范围内促进支付联结,进一步推动 本币在双边交易和投资中的使用,促进两国货币金融市场合作。 记者了解到,本币结算合作框架(LCS合作框架)是部分东盟国家央行倡导的双边贸易本币结算机制。近 些年来,随着印尼等部分东盟国家经济不断发展,区域内经济贸易往来不断密切,他们希望在贸易结算 方面增加本币使用,降低汇率风险和企业汇兑成本,同时尽量避免本币头寸在境外累积从而可能影响国 内宏观调控和金融稳定。 据业内专家解释,LCS合作机制主要包含两部分内容。一是指定银行互开账户。两国央行分别指定双方 若干家商业银行作为 ...