跟踪俄乌冲突局势 +订阅 市场消息：俄罗斯和乌克兰之间的第三轮谈判将不会继续。 ...

他还进一步煽动称，中国必须因"资助"俄乌冲突受到"谴责"，并威胁称美方的二级关税将"打击"中国、印度、巴西等购买俄罗斯石油的国家，产生"重大"影 响。 惠特克接受采访福克斯商业频道节目截图 惠特克发表上述谬论之前，美国总统特朗普上周一（14日）在白宫椭圆形办公室会见北约秘书长吕特时，对俄乌战事持续表达不满。他当天放言，如果俄罗 斯没有在50天内同乌克兰达成和平协议，美国将对俄罗斯进行经济制裁，对俄罗斯石油买家实施所谓"二级关税"，税率为100%。 惠特克当时在白宫告诉美媒，此举针对的是印度和中国等国家，并表示美方预期这会对俄罗斯经济造成"巨大影响"。路透社21日援引乌克兰基辅经济学院 （KSE）下属KSE研究所的数据称，今年1月至5月，中国购买了近1/3的俄油，印度、土耳其分别约购买了1/4和1/10。 不过，美方目前尚未出台任何细则。彭博社22日指出，由于二级关税的实施在技术层面上被认为较为复杂，所以尽管特朗普此前也要对俄罗斯加大经济压 力，但一直未付诸实施。 【文/观察者网 邵昀】 外界期待中美展开第三轮贸易谈判之际，特朗普政府"横生枝节"搬出针对俄罗斯及其贸易伙伴的。 据央视新闻7月14日报道，美国总统 ...

俄罗斯外长拉夫罗夫当天在记者会上表示，希望当前美国政府在俄乌冲突问题上展现出的理性态度，包 括愿意进行对话等，能够对欧洲方面产生影响。拉夫罗夫指出，目前欧洲方面不断出现"武装乌克兰"的 相关讨论，这是以消耗欧洲纳税人的钱为代价的，希望欧盟能展现出进行有意义对话的意愿。(央视新 闻) ...

近日，多方释放消息称，俄乌将举行第三轮直接谈判。与此同时，俄乌大规模无人机互袭却愈演愈烈。 俄乌第三轮谈判谈什么、能谈起来吗？俄乌局势又将何去何从？ 俄乌第三轮直接谈判可能继续讨论交换战俘等人道主义问题 从俄乌双方对于新一轮谈判的表态来看，谈判的分歧可能在哪里？此次谈判能否取得突破？ 中国社科院俄罗斯东欧中亚研究所所长孙壮志：当前俄乌停火共识仍难达成。前两轮谈判虽就人道主义 问题取得部分一致，但相关合作细节尚未最终敲定，本轮可能继续探讨具体执行方案；同时，双方战俘 交换及阵亡士兵遗体归还等事务亟待处理，或催生新计划。然而，在核心停火条件上分歧显著。俄方坚 持乌克兰需作出实质性让步（如领土或安全安排）作为停火前提。而乌方主张"先停火、再谈判"，且明 确拒绝就"不加入北约"作出承诺。鉴于双方上一轮提出的方案差距过大，此轮谈判在和平协议框架上恐 难取得实质性突破，停火共识的达成仍面临重大阻碍。 乌克兰为何要提高无人机对俄打击频次？ 与此同时，俄乌无人机攻防战却愈演愈烈。俄罗斯国防部21日通报称，俄防空部队在多地击落100多架 无人机。莫斯科和圣彼得堡多个机场一度实施航空管制措施。乌克兰空军21日通报称，自20日晚起 ...

新华社北京7月22日电 据多家外媒21日报道，俄罗斯和乌克兰将于本周在土耳其举行第三轮直接谈判。此前两轮谈判，双方分歧仍存，均未在停 火方面取得突破。谈判前夕，双方近来再度互袭，造成人员伤亡，局势未见缓和迹象。 乌总统泽连斯基21日晚在社交媒体发表视频讲话说，他当天与乌国家安全与国防委员会秘书乌梅罗夫讨论了有关与俄方再次举行谈判的事宜，乌 梅罗夫表示，乌俄双方谈判计划于23日在土耳其举行，"将于22日公布更多细节"。 俄总统新闻秘书佩斯科夫当天早些时候表示，俄方赞成举行第三轮谈判，最终日期一旦确定将会公布。按照佩斯科夫的说法，与乌方新一轮谈判 的俄罗斯代表团人员组成没有任何变化。 俄罗斯卫星通讯社援引一名俄方消息人士的话说，预计在新一轮谈判期间，双方代表团将就此前交换的关于和平解决愿景的备忘录交换意见，并 讨论一系列人道主义问题。 第三轮谈判仍在土耳其举行 塔斯社说，消息人士透露俄乌第三轮谈判将于24日在土耳其伊斯坦布尔举行，双方代表团或于23日抵达伊斯坦布尔。 俄新社报道说，俄乌新一轮谈判将于24日至25日举行。 分歧严重 塔斯社21日援引俄总统新闻秘书佩斯科夫的话报道说，俄方与乌克兰方面各自提交的关于解决 ...

Group 1: Military Actions - Ukraine's President Zelensky reported that Russian forces launched over 420 drones and more than 20 missiles against Ukraine, resulting in 2 deaths and 15 injuries [1][5][6] - Russian defense systems intercepted and destroyed 74 Ukrainian drones, including 15 targeting Moscow, during a single night [2][7] - The conflict has seen extensive damage to civilian infrastructure in Ukraine, including kindergartens and residential buildings [7] Group 2: Negotiation Developments - A third round of direct negotiations between Russia and Ukraine is expected to take place in Istanbul, Turkey, this week [4][9] - Zelensky emphasized the need to accelerate negotiations and indicated that Ukraine is prepared for high-level talks [11] - Communication regarding prisoner exchanges is ongoing, with Ukraine committed to previous agreements made during earlier negotiations [12] Group 3: Sanctions Against Russia - Over 30,159 sanctions have been imposed on Russia by various countries, with more than 92% of these measures introduced after late February 2022 [16][17] - The United States has implemented the highest proportion of sanctions at 24.5%, followed by Canada and Switzerland [17] - Recent sanctions by the EU aim to target key sectors such as banking, energy, and military industries, with a focus on limiting Russia's financial capabilities [19][20]

Economic Developments - The U.S. Commerce Secretary expressed confidence in reaching an agreement with the EU, with a baseline tariff of 10% set to begin on August 1 [11][12] - The Chinese Ministry of Commerce anticipates that the total retail sales of consumer goods in China will exceed 50 trillion yuan this year [14][18] - The Ministry of Industry and Information Technology is set to release a growth stabilization plan for ten key industries, including steel and petrochemicals [14][15] Market Performance - The U.S. dollar index fell by 0.155% to 98.46, while U.S. Treasury yields declined across the board, with the 10-year yield at 4.423% and the 2-year yield at 3.88% [3][4] - International oil prices experienced volatility, with WTI crude oil closing at $66 per barrel, down 0.47%, and Brent crude at $68.59 per barrel, down 0.45% [4][8] - The Hong Kong Hang Seng Index rose by 1.33% to close at 24,825.66, with a trading volume of 238.69 billion yuan [5][8] Corporate News - The court hearing for the Wahaha family property dispute is scheduled for August 1 in Hong Kong [16] - The Chinese government is taking measures to combat the smuggling and export of strategic minerals [14][18] - The Ministry of Commerce responded to the U.S. approval of Nvidia's H20 chip sales to China, emphasizing the need for a cooperative environment for mutual benefit [14][18]

1. 俄罗斯国防部：俄罗斯防空系统在夜间及早晨击落了138架乌克兰无人机。 2. 据俄新社：俄罗斯国防部表示，俄军已控制乌克兰东部的比拉戈拉。 3. 乌议员：泽连斯基将通过乌梅罗夫接受俄罗斯的停火条件。 4. 佩斯科夫：俄愿加快推进乌克兰局势调解目标的实现。 5. 市场消息：俄乌第三轮谈判将继续选择伊斯坦布尔作为谈判地。 6. 俄边境防御工事公款侵吞案再指控三人。 7. 俄大使：西方国家将罗马尼亚当作干预乌克兰冲突的桥头堡。 8. 市场消息：美国参议院共和党领袖图恩正在与白宫就俄罗斯制裁法案进行合作。 金十数据整理：俄乌冲突最新24小时局势跟踪（7月21日） ...

Group 1 - Russian military continues offensive operations targeting Ukrainian military infrastructure, including personnel replenishment centers and airfields, with significant use of drones and air defense systems [1] - Ukraine reports 38 battles occurring on the front lines, primarily in the Pokrovsk region, with Ukrainian forces successfully repelling new Russian attacks [1] - Russia claims successful strikes on Ukrainian military industrial complex facilities producing missile components and attack drones using precision weapons [2] Group 2 - Five drones heading to Moscow were shot down, leading to temporary restrictions at four airports in the region, which have since been lifted [3] - Zaporizhzhia region experiences a complete power outage due to drone attacks damaging high-voltage equipment, with restoration efforts underway [4] - Ukraine proposes a new round of negotiations with Russia regarding prisoner exchanges, emphasizing the need for increased negotiation efforts and a potential leadership-level meeting [5]

Investment Rating - Industry rating: Recommended [8] Core Insights - In Q2 2025, copper production increased by 2% year-on-year to 516,200 tons, with a full-year production forecast of 2,016,700 tons, an 8% increase compared to the previous year [2][11] - Nickel production in Q2 2025 saw a significant decline of 99% year-on-year, totaling 300 tons, due to temporary shutdowns [3][12] - Iron ore production reached 70.3 million tons in Q2 2025, a 2% increase year-on-year, with a full-year forecast of 263 million tons, reflecting a 1% increase [4][13] - Coking coal production increased by 5% year-on-year to 10.3 million tons in Q2 2025, while full-year production is expected to decrease by 19% to 36 million tons [5][14] - Thermal coal production rose by 8% year-on-year to 4.1 million tons in Q2 2025, with a full-year forecast of 15 million tons, a 2% decrease [6][15] Summary by Sections Copper - Q2 2025 copper production was 516,200 tons, up 2% year-on-year and 1% quarter-on-quarter [2] - Average realized price for copper was $4.43 per pound, down 3% year-on-year and quarter-on-quarter [19] Nickel - Q2 2025 nickel production was 300 tons, down 99% year-on-year and 87% quarter-on-quarter [3] - Full-year nickel production forecast is 30,200 tons, a 63% decrease compared to the previous year [12] Iron Ore - Q2 2025 iron ore production was 70.3 million tons, up 2% year-on-year and 14% quarter-on-quarter [4] - Average realized price for iron ore was $79.93 per wet ton, down 12% year-on-year and 8% quarter-on-quarter [19] Coking Coal - Q2 2025 coking coal production was 10.3 million tons, up 5% year-on-year and 31% quarter-on-quarter [5] - Average realized price for coking coal was $177.32 per ton, down 28% year-on-year and 4% quarter-on-quarter [19] Thermal Coal - Q2 2025 thermal coal production was 4.1 million tons, up 8% year-on-year and 13% quarter-on-quarter [6] - Average realized price for thermal coal was $85.70 per ton, down 31% year-on-year and 12% quarter-on-quarter [19] Major Projects - The Jansen project is progressing, with 68% completion of the JS1 project, and capital expenditure expected to rise to between $7 billion and $7.4 billion [16]