俄罗斯总统普京：2022年乌克兰的情况要好得多。如果基辅现在拒绝谈判，情况可能会变得更糟。 ...

俄罗斯总统普京：对德国是否能够在与乌克兰的谈判中充当中介角色存疑。 ...

智通财经6月18日电，据央视新闻，俄罗斯总统新闻秘书佩斯科夫17日表示，他不知道下一轮俄乌谈判 何时举行，俄罗斯将在未来几天评估继续谈判可能的时间表。俄乌代表团5月16日在土耳其伊斯坦布尔 重启关于和平解决俄乌冲突的直接谈判，这是双方3年来举行的首次直接谈判。6月2日，俄乌在伊斯坦 布尔进行了第二轮直接谈判。 俄总统新闻秘书：俄乌下一轮直接谈判时间尚未确定 ...

Report Industry Investment Ratings - There is no explicit overall industry investment rating provided in the report. However, specific ratings for some products are as follows: - **Bullish**: Jiao Coal, Coke, Ethylene Glycol [1] - **Bearish**: None explicitly stated - **Neutral (Oscillating)**: Most of the products, including stocks, treasury bonds, gold, various non - ferrous metals, building materials, agricultural products, and energy - chemical products [1] Core Views of the Report - Domestic factors have limited driving force on the stock index, with weak fundamentals and a relatively policy - vacuum environment. Overseas variables dominate short - term fluctuations. Although there are positive signals in Sino - US economic and trade relations recently, the stock index is expected to fluctuate strongly in the short term, but caution is needed due to the possible repetition of Sino - US tariff signals [1]. - Different factors drive the trends of various commodities. For example, asset shortage and weak economy are favorable for bond futures, but the central bank's warning of interest - rate risks restricts the upward space; the long - term upward logic of gold is solid, but it may fluctuate in the short term [1]. Summary by Related Catalogs Macro - finance - **Stock Index**: Driven by overseas variables in the short term, expected to fluctuate strongly, but be cautious of the repetition of Sino - US tariff signals [1]. - **Treasury Bonds**: Asset shortage and weak economy are favorable, but the central bank's warning of interest - rate risks restricts the upward space, expected to oscillate [1]. - **Gold**: May oscillate in the short term, with a solid long - term upward logic [1]. - **Yin**: Expected to continue to be strong in the short term, but beware of a pull - back [1]. Non - ferrous Metals - **Copper**: Sino - US talks boost market sentiment, but sufficient supply restricts the upward space, expected to oscillate [1]. - **Aluminum**: Low inventory supports the price, but weakening downstream demand and volatile macro - sentiment may lead to a weakening oscillation [1]. - **Alumina**: Spot price is stable, futures price is weak, and increased production pressure on the futures price, expected to oscillate [1]. - **Zinc**: Inventory increase on Monday pressures the price, and the subsequent downward space depends on the sustainability of social inventory reduction on Thursday [1]. - **Nickel**: Short - term oscillation following the macro - environment, long - term pressure from primary nickel surplus, pay attention to inventory changes [1]. - **Stainless Steel**: Short - term bottom - oscillation, long - term supply pressure exists, pay attention to steel mill production arrangements [1]. - **Tin**: Supply contradiction intensifies in the short term, expected to oscillate at a high level [1]. - **Industrial Silicon**: Supply shows improvement, demand is low, and inventory pressure is huge, expected to oscillate [1]. - **Polysilicon**: Downstream production scheduling drops rapidly, futures premium over spot, and warehouse receipts increase [1]. - **Lithium Carbonate**: Mine prices continue to fall, downstream procurement is inactive, and raw material inventory is high [1]. Building Materials - **Rebar and Hot - rolled Coil**: In the window period of switching from peak to off - peak season, with loose cost and supply - demand balance, no upward price drive is observed, expected to oscillate [1]. - **Iron Ore**: There is an expectation of iron - water peak, and supply may increase in June, pay attention to steel pressure, expected to oscillate [1]. - **Silicon Manganese**: Short - term supply - demand balance, slight increase in production, acceptable demand, but heavy warehouse - receipt pressure, expected to oscillate [1]. - **Silicon Iron**: Cost is affected by coal, some alloy plants resume production, and there is still pressure of supply surplus, expected to oscillate [1]. - **Glass Film**: Supply and demand are both weak, with the arrival of the off - peak season, demand weakens, and the price continues to be weak, expected to oscillate [1]. - **Soda Ash**: Maintenance resumes, direct demand is acceptable, but concerns about supply surplus resurface, and terminal demand is weak, price is under pressure, expected to oscillate [1]. - **Coking Coal**: The spot price continues to weaken, and the futures price rebounds to repair the discount. It can still be short - sold, with the upper limit of the target price at 780 - 800 [1]. - **Coke**: The logic is the same as that of coking coal, with the continuous decline of coal - entering - furnace cost, the price drops synchronously, expected to decline [1]. Agricultural Products - **Palm Oil**: The MPOB released a May report with expected production + 3%, export + 17%, and inventory + 9%. There may be a gap - opening market if there are unexpected data [1]. - **Soybean Oil**: A game between weak fundamentals and fluctuations of other oils, expected to oscillate [1]. - **Rapeseed Oil**: The expectation of China - Canada negotiations is blocked, and there is a lack of key negative driving factors, beware of a rebound in the market [1]. - **Cotton**: Affected by trade negotiations and weather premiums in the short term, with strong macro - uncertainty in the long term, expected to oscillate weakly [1]. - **Sugar**: Brazil's 2025/26 sugar production is expected to reach a record high. If crude oil is weak, it may affect the sugar - production ratio [1]. - **Wheat**: Supported by the purchase - support policy, with tightening supply and increasing demand, expected to oscillate strongly [1]. - **Soybeans**: The pressure of Brazilian soybean arrivals is mainly reflected in the basis and near - month contracts. The market lacks upward momentum, expected to oscillate [1]. - **Pulp**: Demand is light at present, but the downward space is limited, it is recommended to wait and see [1]. - **Logs**: Supply is abundant, demand is light, it is recommended to hold short positions or short after a rebound [1]. - **Hogs**: The futures price is at a discount to the spot price, and the futures price is expected to be stable [1]. Energy - Chemical Products - **Crude Oil**: Affected by Sino - US calls, geopolitical situation, and summer consumption peak [1]. - **Natural Rubber**: The futures - spot price difference has fully converged, raw material prices have fallen, and inventory has decreased significantly, expected to oscillate [1]. - **BR Rubber**: The short - term fundamentals are loose, expected to oscillate. Pay attention to the support of butadiene maintenance and demand improvement in the long term [1]. - **PTA**: The tight situation has been alleviated, and short - fiber costs are closely related. Some factories have planned maintenance [1]. - **Ethylene Glycol**: Coal - to - ethylene glycol profit expands, imports are blocked, and it continues to destock. It is expected to decline [1]. - **Short - fiber**: The short - term tight situation has been alleviated, and short - fiber factories have planned maintenance [1]. - **Styrene**: The speculative demand has weakened, the device load has increased, inventory has risen, and the basis has weakened, expected to oscillate [1]. - **Urea**: The daily production is still high, and the short - term export demand is expected to increase, and the market may rebound [1]. - **Methanol**: The domestic start - up rate remains high, inventory is increasing, and traditional downstream demand is weak, expected to oscillate weakly [1]. - **PP**: The support of maintenance is limited, orders are for rigid demand, and the price is expected to oscillate strongly [1]. - **PVC**: Maintenance is about to end, new devices are put into operation, and the off - peak season is coming, supply pressure increases, expected to oscillate weakly [1]. - **LPG**: The price is weak, in a narrow - range fluctuation, and is expected to oscillate weakly in the short term [1]. Others - **Three - cloud Line**: The market shows a strong expectation and weak reality. The peak - season contracts can be lightly long - tested, and attention can be paid to 6 - 8 reverse spreads and 8 - 10, 12 - 4 positive spreads [1].

大宗商品研究所 燃料油研发报告 燃料油日报 2025 年 6 月 9 日 燃料油日报 第一部分 相关数据 研究员： 大宗商品研究所 燃料油研发报告 第二部分 市场研判 市场概况 吴晓蓉 期货从业证号： F03108405 投资咨询从业证号： Z0021537 ： 021-65789108 ： wuxiaorong_qh @chinastock.com.cn | | 2025/6/9 | 2025/6/6 | 2025/6/3 | 2025/5/12 | Δ日 | Δ周 | | --- | --- | --- | --- | --- | --- | --- | | FU主力 | 2927 | 2943 | 2913 | 2996 | -16 | 14 | | FU主力持仓(万手) | 8.5 | 9.4 | 11.1 | 14.3 | -0.9 | -2.6 | | FU仓单(吨) | 28950 | 28950 | 28950 | 44390 | 0 | 0 | | LU主力 | 3514 | 3525 | 3466 | 3518 | -11 | 48 | | LU主力持仓(万手） | 6.8 | 7.1 | ...

金十数据6月9日讯，土耳其外交消息人士表示，俄乌代表团乌克兰问题下一轮谈判日期尚未确定，但土 耳其方面愿意组织谈判。俄罗斯和乌克兰代表团第二轮谈判6月2日在土耳其伊斯坦布尔举行，谈判持续 了一个多小时。俄乌双方交换了涉冲突解决问题的备忘录。 （俄罗斯卫星网） 消息人士：俄乌下一轮谈判日期尚未确定，土耳其愿组织谈判 ...

（原标题：普京与特朗普通话超1小时！俄方拒绝乌方至少30天停火协议） 普京与特朗普通话超1小时 聚焦俄机场遭袭及伊朗核问题 当地时间4日，俄罗斯总统新闻秘书佩斯科夫表示，当天普京与美国总统特朗普进行了电话交谈。 梅金斯基向普京汇报表示，乌克兰方面在谈判中提出首先实施30天或60天停火，双方利用停火期筹备和 平峰会。梅金斯基说，俄罗斯方面已准备好于6月7日至9日开始与乌克兰方面交换1200名被俘人员，这 将成为规模最大的被俘人员交换。 普京：乌炸毁俄桥梁系恐怖主义行为 意在破坏谈判进程 当地时间6月4日，俄罗斯总统普京表示，乌方在布良斯克州实施的破坏行动属于针对平民的袭击，已构 成恐怖主义行为。 他强调，乌方从政治层面作出了袭击的决定，且是在俄乌第二轮谈判前夕刻意制造恐怖袭击，其目的是 破坏双方谈判进程。此外，普京还表示，乌克兰的资助者实质上是"恐怖分子的帮凶"。 泽连斯基表示仍愿与普京会晤 泽连斯基4日就俄乌第二轮谈判向媒体表示，俄方在伊斯坦布尔向乌方递交的停火备忘录"是最后通牒， 不是缓和局势的提议"。但他同时表示，即使俄方不同意乌方的30天全面无条件停火提议，他仍愿意与 普京举行会晤。如果会晤后，俄方仍没 ...

Core Points - The meeting between Ukrainian President's Office Chief Yermak and U.S. Secretary of State Rubio focused on key issues including negotiations with Russia, the situation on the front lines, and the necessity of enhancing support for Ukraine's air defense [1] Group 1 - The discussions included the outcomes of the meeting in Istanbul with Russia and the subsequent negotiation processes [1] - Emphasis was placed on the importance of returning all individuals kidnapped by Russia, including children [1] - The necessity for increased support for Ukraine in the air defense sector was highlighted during the talks [1]

Group 1 - The Russian and Ukrainian sides announced plans to exchange captured personnel over the weekend, with an expected exchange of 1,200 individuals, marking the largest swap to date [1] - Russia is prepared to transfer over 6,000 bodies of Ukrainian soldiers, utilizing specialized refrigerated vehicles for transport, indicating ongoing humanitarian communication between the two sides [1] - Ukrainian President Zelensky stated that both sides agreed to exchange 500 captives each, with prior agreements suggesting a minimum of 1,000 exchanges [2] Group 2 - The discussions in Istanbul included a proposal for a ceasefire lasting 30 to 60 days, with the possibility of a meeting between the leaders of both nations contingent on meaningful preparations [1] - The Russian side committed to providing a list of exchanged personnel in advance, although Ukraine has yet to receive this list [2] - The negotiations also included an agreement to exchange severely injured soldiers and young soldiers under the age of 25 on a "all for all" basis [2]

俄罗斯总统新闻秘书德米特里·佩斯科夫表示，俄罗斯和乌克兰将在研究备忘录后商定新一轮谈判。克 里姆林宫的发言人说："需要一些时间来审议双方交换的备忘录中的方案。当双方准备就绪时，我们将 商定新一轮谈判的具体时间。"他表示，对组织谈判有联系，在联系过程中将为后续会谈"找到双方都能 接受的日期"。 克里姆林宫披露在伊斯坦布尔与乌克兰谈判后的计划 ...