朋友们，你们知道吗？就在昨天，10月1日，法国海军干了一件让全球屏息的大事——他们的特种兵在公海上强行登船，扣押了一艘俄罗斯的11万吨超级油 轮"长滩岛号"。这可不是什么好莱坞大片，而是真实发生在乌克兰战争阴影下的国际博弈。油轮上满载着印度采购的75万桶原油，原本要从俄罗斯运往印 度，结果半路被法国战舰拦截，硬生生拖到了北约的圣纳泽尔海军基地。 法国总统马克龙事后高调宣称，这是对俄罗斯"影子舰队"的精准打击，因为这些 老旧的油轮正为普京的战争机器输血。但这事儿真那么简单吗？背后藏着什么深意？今天，咱们就掰开了揉碎了聊聊这场风暴。 更深层的，这是全球能源安全的警钟。 印度作为买家躺枪，突显了中小国家的无奈。俄罗斯石油占印度进口的30%，现在油轮被扣，莫迪政府只能吃哑巴 亏。长远看，法国此举可能撕裂全球供应链——以后谁还敢和"制裁国"做生意？油轮改挂方便旗（如贝宁、巴拿马）本是国际惯例，现在连这招都不灵了。 马克龙说"影子舰队资助战争"，但欧洲自己呢？ 制裁后，俄油通过印度转手卖回欧洲，价格还翻倍，这不是搬石头砸脚吗？数据不会骗人：欧盟通胀居高 不下，德国工厂外迁，法国街头抗议不断。俄国哲学家陀思妥耶夫斯基在《罪 ...

Core Viewpoint - The recent trade tensions between the US and India, primarily over India's oil purchases from Russia, highlight the complex interplay of global energy security and economic interests, revealing geopolitical rifts between the two nations [1][3]. Group 1: US-India Trade Relations - The US has imposed punitive tariffs on India, accusing it of undermining international sanctions by profiting from Russian oil sales [1][3]. - India has responded by emphasizing its need for Russian oil to ensure energy security and has criticized the US for its double standards, noting that the US previously encouraged such purchases [3][5]. - The trade dispute extends beyond oil, with India refusing to grant tariff concessions on agricultural products, leading to dissatisfaction from the US [5]. Group 2: Energy Security and Economic Impact - India's imports of Russian oil have surged dramatically, from approximately 68,000 barrels per day in early 2022 to 2.15 million barrels per day by May 2023, making Russia its largest oil supplier [3]. - India consumes about 5.5 million barrels of oil daily, with nearly 90% of its consumption reliant on imports, making it difficult to abandon Russian oil due to geopolitical pressures [3][6]. - The US's approach of using economic pressure may not yield the desired results and could instead lead India to diversify its energy sources further, potentially strengthening ties with Russia [6][8]. Group 3: Geopolitical Implications - The ongoing US-India conflict over Russian oil reflects broader power struggles in the reconfiguration of international order, with the US seeking to position India as a strategic ally against Russia and China [5][8]. - India's firm stance on oil imports is not only a pragmatic choice for energy security but also a signal against perceived US hegemony and its coercive tactics [5][8]. - The situation underscores the need for both nations to navigate their interests carefully, balancing cooperation and competition in a multipolar world [8].

5月13日，亿能电力(837046)举行业绩说明会，就投资者关心的问题进行了回复。 近年来，随着国内经济发展，国内居民用电和工业用电量持续增长，国家持续推进新能源智慧电网投资 建设、新型城镇化建设，同时，国家倡导的"一带一路"和构建现代化高质量国家综合立体交通网提供了 大量基础设施投资建设机会，均给输配电及控制设备行业提供了良好的发展机遇。 2024年度，国内输配电行业在政策支持、市场需求增长等因素的推动下，行业整体保持了较好的发展态 势，但2024年度输配电行业上市公司业绩呈现分化态势。部分企业业绩表现良好，部分企业业绩下滑严 重。 2024年，亿能电力营业收入1.8亿元，同比减少19.79%；实现净利润1395.85万元，同比减少22.25%。亿 能电力的营收规模较小，2024年度的毛利率水平、总体业绩处于中等水平。 在回答关于储能业务进展的提问时，亿能电力表示，报告期内，储能相关业务销售实现了零的突 破，"公司主要从事工商储能业务，随着电池成本的降低、储能安全技术的提升，预计市场会有较大需 求"，不过亿能电力同时强调称，储能业务易受国家电力能源相关政策的影响，所以公司无法预测储能 业务对公司未来销售及业 ...