（文章来源：央视新闻） 欧盟理事会当地时间10月3日发布新闻公告称，决定将对部分俄罗斯相关人员的个别限制性措施再延长 一年，至2026年10月9日。公告称，此次延长的措施包括资产冻结、旅行禁令以及禁止向被列入名单的 个人提供资金或经济资源。欧盟将继续密切监测形势发展，并可能根据需要进一步调整相关制裁措施。 ...

（文章来源：央视新闻） 布拉纳尔说，欧盟对俄罗斯的19轮制裁并未改变俄乌冲突的进程。斯洛伐克目前没有找到合理的且经济 可行的替代俄罗斯能源的方案。他还指出欧洲不少国家都需要俄罗斯的能源，去年一些欧洲国家从俄罗 斯购买天然气量出现增长。 据俄罗斯媒体报道，斯洛伐克外交部长布拉纳尔在联合国大会上与俄罗斯外交部长拉夫罗夫会谈后向记 者表示，欧盟的制裁对俄罗斯影响有限，但对欧洲自身经济的影响却非常严重。 ...

Group 1 - Trump did not emphasize pressuring the Kremlin to end the war during his meeting with Zelensky and at the UN, only mentioning a potential discussion with Hungarian Prime Minister Orban about halting Russian oil purchases [1] - Hungary has repeatedly stated it will continue to buy Russian oil for energy security, even if Trump requests otherwise, with the Foreign Minister labeling Western officials as "fanatics" [1] - Slovakia shares a similar stance, with its Economy Minister stating that it will not take action until a reliable alternative to Russian oil is found, as hasty actions could severely harm the economy [3] Group 2 - The EU is considering imposing tariffs on Russian oil imported through the Druzhba pipeline if Hungary and Slovakia continue their purchases, which could be passed with a majority vote rather than unanimous consent [5] - Currently, only Hungary and Slovakia are purchasing Russian oil, while several countries still buy Russian natural gas; the EU has committed to halting natural gas imports by 2027 and is making efforts to reduce purchases [5] - In July, the EU purchased €338 million worth of Russian pipeline gas, the lowest level since autumn 1999 [5] Group 3 - Trump is advocating for the EU to impose 100% tariffs on countries like India that purchase Russian oil, but the EU has rejected this proposal, stating it will act based on its own interests [8] - The EU has acknowledged past mistakes and is taking time to adjust economically; Zelensky admitted Ukraine's past reliance on cheap Russian energy was a significant error [10] - Hungary's economic growth is projected at only 0.8% this year, with per capita income at $48,600, lower than Russia's $49,300, and the government debt is 75% of GDP, necessitating 5% of GDP for interest payments [10][12] Group 4 - Orban's economic model is failing, increasing Hungary's reliance on cheap Russian energy, and he has sought economic support from Trump, who has not provided substantial assistance since returning to power [12] - Orban's party may lose the upcoming April election, with current support at 36.6%, while the opposition party led by Peter Magyar has a support rate of 45.9% [12]

一边是紧闭的边境线，一边是持续上升的经济压力。 当欧盟第18轮对俄制裁如期而至时，有个北欧国家却开始承受前所未有的政策代价，这个曾经以稳定著称的"千湖 之国"，如今正面临着一个尴尬的现实：自己的经济数据，竟然不如被制裁的对象。 数字背后的真相 地缘政治分析家、教授马利宁在社交媒体平台上的一番话，犹如投向平静湖面的石子，他直言不讳地指出，芬兰 的失业率问题与该国的反俄政策及加入欧元区的决策密切相关。 制裁浪潮中的欧盟动向 就在芬兰因对俄政策引发内部争议之际，欧盟层面的制裁步伐并未放缓。 2025年7月18日，欧盟理事会通过对俄第18轮制裁方案，涉及14名自然人与41家实体，此轮制裁特别针对22家俄罗 斯银行实施制裁，包括T-Bank、Yandex Bank和Ozon Bank等。 制裁措施还包括将原油价格上限从每桶60美元下调至47.6美元，并禁止进口源自俄罗斯石油且经第三国转运的石油 产品，这些措施表明欧盟在对俄施压方面的持续升级态度。 面对西方的持续制裁，俄罗斯展现出了超出预期的经济韧性，俄罗斯2024年国内生产总值增长4.1%，达到200万亿 卢布的历史最高水平，主要得益于加工业产值8.5%的强劲增长。 ...

Core Points - The European Commission has set a price cap on Russian crude oil at $47.6 per barrel [2] - The European Commission aims to completely ban imports of liquefied natural gas from Russia [2] - Sanctions will be imposed on all transactions with major Russian energy companies, including Rosneft and Gazprom [2] - The European Commission has sanctioned an additional 118 shadow fleet vessels, bringing the total number of sanctioned vessels to over 560 [2] - Proposed sanctions will target third-country companies, including those from China, that purchase Russian oil [2] - The European Commission has proposed sanctions against 45 companies from Russia and third countries [2] - The proposal includes using frozen Russian assets to secure loans for Ukraine [2]

当地时间19日，欧洲议会议长梅措拉在乌克兰最高拉达（议会）发表讲话时宣布，欧洲议会将在乌克兰 基辅设立常驻代表处。 梅措拉表示，欧盟即将通过对俄罗斯的第十九轮制裁方案。该方案的核心内容包括持续削减对俄罗斯石 油天然气的依赖以及打击俄罗斯的影子船队。 她指出，下一步将开启"基础集群"谈判环节。这标志着乌克兰入盟进程迈出了新的关键一步。此外，她 强调，恢复反腐败机构的职能是乌克兰加入欧盟的根本前提。 （文章来源：央视新闻） ...

Group 1: Gold - The market is digesting an expected 75 - basis - point interest rate cut by the end of the year, and the Fed's independence is continuously affected. Before the interest rate cut is realized, the trend is bullish, and attention should be paid to the market rhythm [1] Group 2: Soda Ash - The national mainstream price of heavy - quality soda ash is 1,284 yuan/ton, with stable recent prices. The weekly output is 761,100 tons, a 1.25% week - on - week increase. The total inventory of soda ash manufacturers is 1.7975 million tons, a 1.35% week - on - week decrease. The 01 contract of soda ash is expected to fluctuate in the short term, with support at the 1,325 level [1] Group 3: Crude Oil - Due to concerns about supply disruptions from attacks on Russian refineries and the possibility of US central bank interest rate cuts, international oil prices have risen for three consecutive days. Supply pressure remains, and short - term cautious trading is recommended [3] Group 4: Rubber - Overseas raw material prices have stopped falling and rebounded, and spot inventories continue to decline. Rubber is in a situation of low inventory and weak demand, and should be treated with a range - bound view [4] Group 5: PTA - As of September 12, the PTA load increased to 76.8%, a 3.9% week - on - week increase. The weekly output was 1.388 million tons, a 99,000 - ton week - on - week increase. It is advisable to wait and see [5] Group 6: Coking Coal - Coal mines in Shanxi have resumed production, and the supply of coking coal at home and abroad has recovered. The downstream demand has increased, and a bullish - biased trading idea is recommended [6] Group 7: Manganese Silicon - The cost support for manganese silicon is limited. The market supply pressure is gradually accumulating, and the price is expected to face significant downward pressure in the medium and long term [7] Group 8: Rebar - On September 16, domestic steel market prices mostly rose. Driven by positive macro - expectations and rising costs, steel prices may fluctuate strongly in the short term [7] Group 9: Short - term Treasury Bonds - In the third quarter, the bond - issuing rhythm may accelerate, and the expectation of tight liquidity increases, which is negative for the bond market. However, the positive factors for treasury bond futures are increasing [8] Group 10: Silver - US retail sales data is still growing positively month - on - month, which is bullish for silver. Before the interest rate cut is realized, silver is expected to fluctuate bullishly [8] Group 11: Methanol - The domestic methanol production is at a high level, and the port inventory continues to accumulate. The 01 contract of methanol is expected to fluctuate in the short term, with support at the 2,375 level [9] Group 12: Polypropylene - The start - up of polypropylene has increased, and the overall supply is still abundant. The 01 contract of PP is expected to fluctuate in the short term, with support at the 6,965 level [10]

俄乌冲突，又有新消息传来！ 俄罗斯总统新闻秘书佩斯科夫当地时间15日表示，北约事实上正在与俄罗斯交战。佩斯科夫称，北约实 际上已经参与了俄乌冲突，向乌方提供间接和直接的援助。 同一天，俄罗斯联邦安全会议副主席梅德韦杰夫对欧洲发出警告，称任何试图没收俄资产的欧洲国家都 将遭到追究。此前有消息称，欧盟正寻求新途径，利用数千亿美元被冻结的俄罗斯资产援助乌克兰。 同日，俄罗斯国防部发布战报称，俄军控制了扎波罗热地区的奥利戈夫斯科耶居民点。同一天，乌克兰 武装部队总参谋部通报称，乌军在利曼、托雷茨克、波克罗夫斯克等方向击退俄军多次进攻。 佩斯科夫：北约正在与俄交战 据央视新闻消息，当地时间9月15日，俄罗斯总统新闻秘书佩斯科夫表示，北约在与俄罗斯作战，这不 需要任何补充性的证明。北约实际上已经参与了俄乌冲突，向乌方提供间接和直接的援助。因此，完全 可以说北约在同俄罗斯作战。 佩斯科夫还表示，俄罗斯依然有意愿通过政治和外交手段调解乌克兰危机，对对话保持开放立场与意 愿。但乌方人为地延阻这一进程，任何人都不想涉及冲突的本质。同时，欧洲国家也在施加干扰，没有 关注危机根本原因的打算。 此外，佩斯科夫还表示，有关俄美乌举行峰会 ...

（文章来源：央视新闻） 总台记者当地时间9月16日获悉，17日即将在布鲁塞尔举行的欧盟政府代表会议议程中，关于欧盟对俄 第19轮制裁措施草案的讨论已被取消，目前尚未确定对此议题新的讨论日期。 ...

Core Points - Multiple NATO countries have announced the deployment of military aircraft and troops to strengthen the eastern flank of NATO in response to the recent drone incursions into Polish airspace, which Poland claims originated from Russia [1][3][4] - Poland is conducting its largest military exercise, involving the deployment of approximately 40,000 troops along its border, in light of perceived threats from Russian and Belarusian military activities [10][11] Group 1: Military Response - Following the drone incidents, Denmark, France, and Germany have committed to deploying military assets, including fighter jets, to support Poland's air defense [1][3] - The NATO operation named "Eastern Sentinel" has been initiated to enhance defense capabilities in Eastern Europe [1] Group 2: Political Reactions - U.S. Secretary of State Rubio described the drone incident as "unacceptable" and emphasized the need to determine whether it was a deliberate act against Poland [1][3] - Polish Prime Minister Tusk refuted claims that the drone incursions were accidental, asserting that they were intentional [3][4] Group 3: Military Exercises and Preparations - Poland has initiated a "preventive" air operation in response to the drone threats, which included closing an airport for two hours [9] - The ongoing military exercise "Steel Defender-25" is part of Poland's broader strategy to prepare for potential aggression from Russia and Belarus [10] Group 4: International Relations - Ukraine and Finland's leaders have called for new sanctions against Russia in light of the drone incursions, highlighting the need for a united response from European allies [3][4] - Russia has suggested that Poland's accusations lack evidence and has proposed cooperation to investigate the drone incident [6][7]