默茨表示，他于周三与这位美国总统通了一次"详尽"的电话，在通话中，他与法国总统马克龙和英国首 相斯塔默一道，强调了欧洲参与对俄谈判的重要性，因为这些事务对该大陆的长期安全至关重要。 知情人士透露，此次通话发生之前，基辅已向华盛顿发送了和平提案的最新草案，其中包括由乌克兰和 欧洲各国政府起草的修订内容。 默茨和马克龙提议在周末与美国和乌克兰就修订后的计划举行会谈，其中包括特朗普谈判团队支持的、 颇具争议的向莫斯科做出领土让步的问题。他补充说，随后可能于下周在柏林举行会议。 "这主要关乎乌克兰准备做出哪些领土让步的问题……这个问题只有乌克兰总统和乌克兰人民才能回 答，"默茨周四表示。他补充道："通过昨天与特朗普总统的电话交谈，我得到的坚定印象是，他准备与 我们共同走这条路，因为他知道在这里也必须倾听欧洲人的声音。" 特朗普昨天表示，他在通话中与这三位欧洲领导人进行了"相当激烈的言语交流"并发生了一些"小争 执"。他补充说："他们希望我们周末去欧洲参加会议，我们将根据他们反馈的内容来做出决定。" 乌克兰总统泽连斯基一直坚称他不能向俄罗斯割让领土，理由是他没有法律或道义权利这样做。特朗普 的特使威特科夫与一位接近俄罗 ...

来源：金十数据 英国首相斯塔默准备接待乌克兰总统泽连斯基以及法德领导人，此时美国正施加越来越大的压力，要求 达成对俄和平协议。 法国总统马克龙和德国总理默茨周一造访唐宁街参加会议，以此向泽连斯基展示支持。目前各方担心， 美国可能会试图强迫基辅接受一项带有浓重俄罗斯色彩的解决方案。 美国总统特朗普上周日暗示，泽连斯基在拖延协议，甚至还没"读过"最新的计划。 美国发布的一份国家安全战略指责欧洲官员阻碍和平协议，这进一步加剧了欧洲对美国立场的担忧。该 战略称，迅速结束战斗并"重建与俄罗斯的战略稳定"是美国的"核心利益"。 据唐宁街的一份宣读文件显示，上周日，斯塔默与荷兰首相斯霍夫通话，双方重申了"持续国际支持乌 克兰国防的必要性"；爱丽舍宫的一位官员表示，此次伦敦会议的目的是"在困难时刻保持乌克兰的稳 固"。 该官员补充道，会谈旨在"巩固"欧洲和乌克兰在和平条款上的立场，以便"在坚实的基础上与美国人达 成共识"。"重要的是让美国人从乌克兰人那里听到什么是可能的，什么是不可能的。" 预计泽连斯基将向其他领导人通报乌克兰与美国官员近期会谈的情况。 在会见比利时首相德韦弗后，预计默茨将向同行通报比利时反对欧盟使用被冻结的 ...

据多位知情的欧洲外交官透露，美国曾游说欧盟内的几个国家，试图阻止欧盟动用被冻结的俄罗斯央行 资产来支持为乌克兰提供一项巨额贷款。 据多位知情的欧洲外交官透露，美国曾游说欧盟内的几个国家，试图阻止欧盟动用被冻结的俄罗斯央行 资产来支持为乌克兰提供一项巨额贷款。 这些要求匿名的外交官表示，美国官员向欧盟成员国辩称，这些资产应当被保留以帮助促成基辅与莫斯 科之间的和平协议，而不应被用于延长冲突。 本周欧盟提出一项计划，拟以被冻结的俄罗斯资产作为支持，为乌克兰未来两年的经济与军事需求提供 一笔900亿欧元（1050亿美元）的贷款。目前欧盟境内约有2100亿欧元的被冻结俄罗斯资产，从2028年 起其中更多资产可能被动用。 美国国务院新闻办公室未回应置评请求。 讨论发生在对乌克兰至关重要的时刻。美国正向基辅施压，要求其同意一项可能不对等的俄乌和平协 议。乌克兰面临在明年年初耗尽资金的风险，而唐纳德·特朗普政府已切断大部分对乌援助，使欧洲不 得不承担更大责任。 责任编辑：郭明煜 这些要求匿名的外交官表示，美国官员向欧盟成员国辩称，这些资产应当被保留以帮助促成基辅与莫斯 科之间的和平协议，而不应被用于延长冲突。 本周欧盟提出 ...

Group 1 - The core viewpoint of the article suggests that Ukraine's commitment to "not reclaim its occupied sovereign territory by military means" is a strategic maneuver by Europe (EU) to continue sanctions and isolate Russia, pressuring it to return the occupied territories [1][7]. - The recent developments in the Russia-Ukraine peace process include the announcement of a 28-point plan by the U.S. on November 19, which was later modified to a 19-point plan during discussions in Geneva involving representatives from the U.S., EU, and Ukraine [2][3]. - The discussions have been characterized by a tight schedule, with significant information being leaked, leading to a lack of transparency regarding the specific contents of the 19-point plan [3][4]. Group 2 - There is a consensus among the U.S. and Ukraine that any future agreement must fully uphold Ukraine's sovereignty, indicating that territorial issues may either be omitted from the final agreement or expressed in a way that allows both sides to maintain their positions [6][7]. - The proposal for a "reassurance force" led by the UK and France aims to establish a multi-national force post-peace agreement, although its feasibility remains uncertain [6][8]. - The dynamics between U.S. and Ukrainian leadership suggest a reluctance from both sides to engage directly, particularly regarding contentious issues that could have significant historical implications for Ukraine's leadership [9].

Group 1: Report Industry Investment Rating - Not provided in the report Group 2: Core Views of the Report - The economic sentiment level in China is generally stable. In November, the manufacturing PMI rose to 49.2%, up 0.2 percentage points from the previous month, but has been below the boom - bust line for 8 consecutive months. The non - manufacturing business activity index decreased by 0.6 percentage points, and the composite PMI output index decreased by 0.3 percentage points. Some sub - indicators show initial signs of economic recovery, but policy support is still needed to boost demand [8]. - For LPG, the short - term supply is tight, but the medium - to - long - term trend is under pressure. For propylene, the supply - demand pattern remains loose [12]. - It is recommended to grasp the opportunity to allocate precious metals on dips, especially silver with a tight spot structure [13]. Group 3: Summaries by Related Catalogs 1. Manufacturing PMI - In November, the manufacturing PMI was 49.2%, up 0.2 percentage points from the previous month. The production index was 50.0% (up 0.3 percentage points), the new orders index was 49.2% (up 0.4 percentage points), the raw material inventory index was 47.3% (unchanged), the employment index was 48.4% (up 0.1 percentage points), and the supplier delivery time index was 50.1% (up 0.1 percentage points). The non - manufacturing business activity index was 49.5% (down 0.6 percentage points), and the composite PMI output index was 49.7% (down 0.3 percentage points) [8]. 2. LPG and Propylene - **LPG**: The short - term price increase of the PG main contract was due to factors such as increased civilian demand in winter, supply reduction from Middle - East maintenance, strong external paper - cargo prices, and unexpectedly strong chemical demand. However, the chemical demand is expected to weaken, North American supply may increase, and the long - term trend is under pressure due to slower downstream chemical production growth and increased supply from the Middle East and the US in 2026 [12]. - **Propylene**: The Shandong spot price first rose and then fell last week. After the cost - side propane strengthened, it broke away from the restriction of PP. But now the positive factors have been fully digested, the downstream is in serious losses, and the supply - demand pattern is loose [12]. 3. Silver - The long - term allocation logic of precious metals remains unchanged. One should seize the opportunity to allocate silver when the risk sentiment improves marginally, taking advantage of its high elasticity. Although the silver spot contradiction is normal, the current overseas macro - liquidity improvement logic is stronger than the economic demand side [13]. 4. Other Commodities - **Gold**: The expectation of interest - rate cuts has rebounded [16]. - **Copper**: The spot price has strengthened, pulling up the price. The global copper market is expected to face a supply shortage of 150,000 tons in 2026 [24][26]. - **Zinc**: There is support at the bottom [16]. - **Lead**: The reduction in inventory supports the price [16]. - **Tin**: There are new disturbances in supply [16]. - **Aluminum**: It is running strongly, while the fundamental contradiction of alumina remains unresolved, and cast aluminum alloy follows electrolytic aluminum [16][37]. - **Nickel**: The fundamentals limit the upside elasticity, and it is oscillating at a low level. Stainless steel has high inventory, weak supply and demand, and cost limits the downside space [41]. - **Lithium Carbonate**: It is oscillating at a high level, and attention should be paid to the registration of warehouse receipts [46]. - **Industrial Silicon**: It is in a range - bound market. For polysilicon, attention should be paid to the registration of warehouse receipts [50]. - **Iron Ore**: The downstream demand space is limited, and the valuation is high [16][53]. - **Rebar and Hot - Rolled Coil**: They are oscillating at a low level [16][55]. - **Silicon Ferrosilicon and Manganese Silicide**: Silicon ferrosilicon is affected by market sentiment and oscillating at a low level, while manganese silicide has a firm ore - end price and is also oscillating at a low level [59]. - **Coke and Coking Coal**: They are in a wide - range oscillation [16][63].

Core Points - The U.S. Secretary of State Rubio described the recent U.S.-Ukraine negotiations as "productive," but emphasized that much work remains to be done [1] - Rubio stated that Russia will play a central role in any agreement to end the conflict with Ukraine [1] - The U.S. government plans to intensify diplomatic efforts in the coming week, with Middle East envoy Witkoff expected to visit Moscow for further discussions [1] - The U.S. and Ukrainian delegations began a new round of talks in Florida regarding a proposed U.S. peace plan for the Russia-Ukraine conflict [1] - President Trump expressed optimism about the negotiations, suggesting that a peace agreement is "very likely" to be reached, while also noting that Ukraine's corruption is detrimental to the peace talks [1] - Ukrainian President Zelensky reported that the talks were constructive and that work will continue [2] - The U.S. peace plan, initially drafted by the White House, faced criticism for being biased towards Russia, leading to significant modifications after discussions in Geneva [2] - Witkoff is scheduled to meet with President Putin in early December to discuss the revised plan [2]

Group 1 - The core point of the article is that President Trump confirmed a phone call with Venezuelan President Maduro, indicating a potential diplomatic engagement despite ongoing strong rhetoric against Venezuela [3][5]. - Trump stated that his comments about "closing Venezuelan airspace" do not imply an imminent airstrike, suggesting a nuanced approach to the situation [4][5]. - The U.S. has deployed several warships near Venezuela under the guise of "anti-drug" operations, which Venezuela perceives as military threats aimed at regime change [5][7]. Group 2 - Venezuela's Vice President Rodriguez accused the U.S. of attempting to control its vast oil reserves through military intervention, which poses a serious threat to international energy market stability [7]. - Venezuela has formally protested to OPEC regarding U.S. actions, emphasizing its commitment to defend its natural resources and energy sovereignty [7].

Group 1 - The core viewpoint of the article is the optimism expressed by U.S. President Trump regarding the potential for a peace agreement between Russia and Ukraine, highlighting the constructive nature of recent U.S.-Ukraine talks [1][5][6] - Ukrainian President Zelensky described the U.S.-Ukraine talks as constructive and indicated that relevant work will continue to advance [2][4] - U.S. Secretary of State Rubio stated that the recent negotiations were productive but emphasized that there is still much work to be done, noting Russia's central role in any agreement to end the conflict [6] Group 2 - The U.S. and Ukraine delegations held discussions in Florida regarding a proposed peace plan, with key figures including Secretary of State Rubio and special envoy Weitkov [6] - The peace plan, initially drafted by the White House, faced criticism for being biased towards Russia, leading to significant modifications after discussions with Ukrainian and European representatives [6] - Weitkov is expected to travel to Moscow for further discussions with President Putin regarding the revised peace plan [6]

Group 1 - The core viewpoint of the article is that there is a significant opportunity for a peace agreement between Russia and Ukraine, as expressed by U.S. President Trump following recent negotiations in Florida [1][2]. - The negotiations between the U.S. and Ukraine were described as progressing smoothly, with optimistic expectations from both sides [1]. - The meeting took place at a private club near Miami, Florida, with a U.S. delegation led by Secretary of State Rubio and Middle East envoy Witkoff, while the Ukrainian delegation was headed by Secretary Umerov of the National Security and Defense Council [1]. Group 2 - Both parties characterized the discussions as "productive," indicating a positive outcome from the talks [2]. - Rubio mentioned that Witkoff would travel to Moscow soon to continue advancing the discussions [2].

当地时间11月30日获悉，美国总统特朗普在"空军一号"上对媒体表示，他对美乌官员当天在佛罗里达州 举行的会谈表示乐观，俄乌和平协议"很有可能"达成。特朗普还称，乌克兰的腐败"无益于和平谈判"。 特朗普表示，美乌谈判"进展顺利"，他已与国务卿鲁比奥和特使威特科夫进行了通话。特朗普称，乌克 兰面临一些"棘手的问题"，但他认为"俄罗斯希望看到这一切结束"。 新闻多看点 美国和乌克兰代表团11月30日在美国佛罗里达州围绕美方提出的俄乌"和平计划"开始新一轮会谈。会谈 在迈阿密市附近举行。美方代表团成员包括国务卿鲁比奥、中东问题特使威特科夫以及特朗普的女婿库 什纳。乌方代表团团长是乌国家安全与国防委员会秘书乌梅罗夫。 28日，乌克兰总统泽连斯基发表讲话时称，总统办公室主任叶尔马克已经提交了辞职声明。乌克兰国家 反腐败局当日在社交媒体发文称，该局与乌反腐败专门检察官办公室对叶尔马克的住所进行了搜查。叶 尔马克曾是乌克兰谈判团队的负责人。 （文章来源：央视新闻） ...