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俄伊石油暗战升级:1美元贴水背后的生死竞逐,中国稳坐能源棋局核心!
Sou Hu Cai Jing· 2026-02-27 15:53
在能源市场的风云变幻中,俄罗斯与伊朗仿佛两位角斗士,正为了从中国这个能源消费巨擘手中攫取真金白银,展开了一场激烈而微妙的"石油价格拉锯 战"。 随着印度对俄罗斯原油的采购量大幅跳水,仿佛一夜之间,俄罗斯失去了一个重要的买家。据彭博社援引的第三方数据显示,2月里,印度对俄油的进口量 较一月锐减了4成有余,日均进口量仅60万桶,这一数字仅为巅峰时期的四分之一,也仅是去年年底水平的一半。这些原本流向印度的石油,如今纷纷调转 航向,涌向中国港口,与早已在中国市场深耕多年的伊朗石油狭路相逢。而此时的伊朗,也正面临着自身的经济困境,急需来自中国的资金注入以解燃眉之 急。于是,一场关于石油价格的"暗战"悄然拉开序幕。知情交易商透露,此前主要被印度青睐的乌拉尔原油,如今在中国港口的成交价较基准布伦特原油每 桶贴水已达12美元,相较于一月份的10美元贴水,这无疑是一个不小的降幅,可以理解为俄罗斯为了争夺市场而给出的"额外折扣"。短短一个月内,俄罗斯 就将自己主力出口原油的价格优惠提升了2美元每桶,这一举动无疑是对伊朗的直接挑战。而伊朗也不甘示弱,其对中国主力出口的伊朗轻质原油,贴水从 去年12月的八美元每桶,一路攀升至现在的1 ...
子思:进入“推土机政治”时代,中国的定力意味着什么?
Xin Lang Cai Jing· 2026-02-17 00:43
【文/观察者网专栏作者 子思】 2026年,已是21世纪20年代的中间期。21世纪的第三个十年,在拜登政府2022年版《国家安全战略》中 被定义为"决定性的十年"(Decisive Decade),该届美国政府认为,未来国际秩序的基本形态将在这个 十年内决定,胜负在此一举。 英国亦步亦趋,但还算有自知之明,在其军方和外交部文件中使用的概念不敢奢谈什么"决定性",只说 是"十年动荡"(Decade of Turbulence),认为这是一个高烈度的战略竞争时期,英国需见机行事。 竞争的主要对手,当然是指中国和俄罗斯两国,拜登政府拉开了一个"重建西方同盟"的架势,通过将中 国定义为"唯一既有意图又越来越有能力重塑国际秩序的竞争者",将俄罗斯定义为"主要的、持续的、 严峻的威胁",试图构建起一个帝国化的西方同盟,在"决定性的十年"之内取得竞争的胜利。 拜登政府定调之后,英国随即提出了"竞争时代"(Era of Competition)和"系统性竞争"(Systemic Competition)等概念,强调要与中国在"制度模式"层面进行长期竞争;德国紧随其后,该国2023年《国 家安全战略》中使用了"多极混乱"(Mu ...
练好内功把握主动(思想纵横)
Ren Min Ri Bao· 2026-02-08 23:16
Core Viewpoint - The emphasis on "internal practice" is crucial for addressing external challenges, as highlighted in the Central Economic Work Conference, which underscores the importance of focusing on internal capabilities to navigate complex situations and seize opportunities [1][2]. Group 1: Internal Practice and Economic Strategy - The concept of "internal practice" is essential for enhancing self-potential and internal motivation, allowing for better control over development and the ability to adapt to external changes [1][3]. - The current global economic environment necessitates a focus on quality improvement and efficiency enhancement as fundamental strategies for sustainable development [3][4]. - The need for strategic determination among party members is critical, as many face challenges that require confidence and action to overcome [2][4]. Group 2: Challenges and Solutions - The ongoing transition in development methods and economic structure presents numerous challenges that require a persistent and adaptable approach to problem-solving [2][3]. - The importance of understanding the main contradictions and focusing resources on key areas is emphasized to avoid ineffective efforts and ensure targeted actions [3][4]. - The distinction between productive work and "busy work" is crucial, as true progress comes from meaningful engagement rather than mere activity [4].
新年贺词中的历史回响与人民史观
Xin Lang Cai Jing· 2026-02-01 22:24
木立信的契约精神遇见全过程人民民主的制度实践,当郑板桥的枝叶情怀转化为"民有所呼、政有 所应"的治理机制,当张居正的战略智慧融入国内国际两个大局的系统战略布局,中华优秀传统文 化基因正在治理体系和治理能力现代化的进程中焕发新生。(作者单位:成都理工大学马克思主 义学院) 跟着总书记学典故·从历年新年贺词读懂中国编 者 按2024年思想周刊推出《跟着总书记学典故》 系列理论文章,阐释了习近平总书记在文化传承发展座谈会上列举的中华优秀传统文化中的诸多 重要元素,获得读者诸多好评。岁月流转,典韵常新。如今我们推出《跟着总书记学典故》第二 季,聚焦总书记历年发表的新年贺词中的典故,这些典故中蕴含着博大的中国文化,承载着深厚 的家国天下情怀。从这些典故中,我们能更清晰地读懂中国,更加感知其中薪火相传的力量。敬 请垂注。【释义】徙木立信:原意为通过徙木赏金在民众中树立诚信,现多强调公信力是政令施 行的根基,警示执政者必须言行一致、政通令行。枝叶总关情:形容关系到百姓生活的事没有小 事,就像树木的枝叶总与根脉相连,牵动人心。锐始者必图其终,成功者先计于始:凡勇于开创 事业者,必须思虑周全、谋定长远;成就功业之人,无不从起步 ...
2月1日 信息登“陆”
Sou Hu Cai Jing· 2026-02-01 03:30
Key Points - In 2025, the national general public budget expenditure is projected to reach 28.74 trillion yuan, reflecting a year-on-year growth of 1% [13] - The cross-regional personnel flow in China is expected to reach 66.86 billion person-times in 2025, marking a 3.5% increase compared to the previous year [13] - The added value of China's electronic information manufacturing industry above designated size is anticipated to grow by 10.6% year-on-year in 2025 [13] - During the "14th Five-Year Plan" period, the structure of steel varieties in China is shifting towards new and superior products, with the self-sufficiency rate of steel reaching nearly 100% [13] - In 2025, the number of participants in the employee medical insurance personal account system is projected to be 464 million, with a total amount of 68.77 billion yuan [13] - The State Administration for Market Regulation has released the fifth batch of typical cases in the live e-commerce sector, with Chengdu Kuai Gou Technology Co., Ltd. fined over 26 million yuan [13] - The Chinese Embassy in Japan has issued a warning to citizens to avoid traveling to Japan recently [13] - On the same day, U.S. President Trump nominated former Federal Reserve Governor Kevin Walsh for the next Federal Reserve Chair, pending Senate approval [13]
保持定力精心运筹赢得战略主动——论学习贯彻习近平总书记在省部级专题研讨班开班式上重要讲话
Jing Ji Ri Bao· 2026-01-27 03:33
Group 1 - The core viewpoint emphasizes the importance of maintaining strategic initiative amidst the evolving international landscape and domestic development challenges [1] - The confidence in strategic stability stems from a solid economic foundation, various advantages, resilience, and significant potential, which are supported by the unique strengths of socialism with Chinese characteristics [2][3] - The "14th Five-Year Plan" has seen China's economy surpass key milestones, providing a robust foundation for future goals, with a focus on strategic decision-making and leadership from the central government [2] Group 2 - The "15th Five-Year Plan" outlines development goals for the next five years, emphasizing the continuity of ideas from the "14th Five-Year Plan" while adapting to future trends [3] - A primary strategic task is to build a modern industrial system to strengthen the foundation of the real economy, which is crucial for China's development advantages [3] - The plan promotes an economic model driven by domestic demand, consumption, and endogenous growth, which is essential for responding to external uncertainties and maintaining economic vitality [4]
理论视野丨勇于面对风高浪急甚至惊涛骇浪的重大考验
Group 1 - The core viewpoint emphasizes that China's development during the "14th Five-Year Plan" period is influenced by profound international changes, presenting both strategic opportunities and risks, necessitating a strong sense of confidence and proactive spirit to navigate challenges [2][3][4] - The leadership of the Communist Party of China (CPC) is identified as the fundamental guarantee for overcoming difficulties and risks, with a focus on the importance of unity and strong political will [3][4] - The CPC's commitment to self-revolution and strict governance is highlighted as essential for maintaining its strength and addressing historical challenges, showcasing its unique approach to party building [5][6] Group 2 - The connection with the people is emphasized as a vital source of strength for the CPC, asserting that the party's legitimacy and ability to overcome obstacles stem from its commitment to serving the people [7][8] - China's economic strength is noted as a significant foundation for addressing challenges, with the country now being the second-largest economy globally and possessing a comprehensive industrial system [9][10] - The spirit of struggle is presented as an intrinsic quality of the Chinese nation, with historical context provided to illustrate the importance of perseverance and resilience in achieving national rejuvenation [11][12] Group 3 - Strategic determination and bottom-line thinking are deemed crucial for navigating the complex global landscape, with an emphasis on maintaining focus on national development while addressing external pressures [12][14] - The concept of building a community with a shared future for mankind is introduced as an international initiative, advocating for global cooperation in the face of common challenges [15][16] - The CPC's commitment to fostering a peaceful and prosperous world through collaboration and opposition to unilateral actions is reiterated, highlighting its role in global governance [16][17]
流量红利见顶 中国品牌加速步入换档升级期
Core Insights - The rise of "Guochao" (national trend) is reshaping the Chinese consumer market, with its market size expected to exceed 2.5 trillion yuan [1] - Chinese brands are transitioning from "barbaric growth" to "quality growth," with a focus on long-term value creation [2][3] - The success of brands like "Lin Qingxuan," which recently listed on the Hong Kong Stock Exchange, exemplifies the potential for high-end domestic brands [1] Group 1 - The "颜值经济" (aesthetic economy) is becoming a significant growth area in the Chinese consumer market, shifting consumer focus from big brands to high-cost performance domestic products [2] - The market is undergoing a selection process that favors companies with core competencies, allowing those committed to long-term value to thrive [2] - The competition is shifting from channels and marketing to consumer perception, emphasizing the need for unique brand recognition to establish long-term competitive advantages [2][3] Group 2 - The trend towards "light assets" is prevalent, but companies that invest in R&D, supply chains, and physical capabilities are building a stable foundation for the future [2] - The retail industry is moving towards refined operations, focusing on single-store efficiency and customer lifetime value, as demonstrated by Lin Qingxuan's direct sales model [2] - The rise of national brands is linked to a deep exploration and modern transformation of local culture, which is essential for achieving high-end positioning [3] Group 3 - Technological innovation is crucial for enhancing product appeal, while cultural empowerment can create brand differentiation and emotional resonance [4] - The integration of technology, manufacturing, culture, and industry chains is necessary for Chinese brands to transition from "cost performance" to "high quality, high performance, and high emotional value" [4] - Continuous investment in core technologies, cultural narratives, and supply chain optimization is vital for domestic brands to win consumer trust and market share [4]
中美博弈新变局!美国收缩不是让步,而是换了种更狠的玩法
Sou Hu Cai Jing· 2026-01-02 05:32
Core Insights - The article discusses the strategic adjustments made by the U.S. in response to the ongoing U.S.-China rivalry, highlighting that the new national security strategy reflects an upgrade in U.S. strategy towards China rather than a reduction in tensions [1][3] Group 1: U.S. Strategic Adjustments - The U.S. is shifting from overt confrontation to a more covert and sustained competitive approach against China, indicating a strategic upgrade rather than a retreat [3] - The U.S. is focusing on consolidating its resources and reducing its global military footprint while urging allies to take on more defense responsibilities [3][5] - Internal challenges such as rising national debt, a shrinking middle class, and manufacturing hollowing out are driving the U.S. to concentrate its strategic efforts on China [5] Group 2: Ineffectiveness of Previous Strategies - The strategy of using military conflict to maintain dominance has failed, as China's comprehensive war readiness has deterred U.S. military action [7] - The U.S. alliance system is showing cracks, with European and Asian allies heavily reliant on China, undermining U.S. attempts to isolate China [9] - Attempts to provoke China through geopolitical tensions, particularly regarding Taiwan, have not yielded the desired results, as China maintains strategic composure [11] Group 3: Focus Areas of Competition - In trade, the U.S. is pressuring allies to impose trade restrictions on China while attempting to limit China's trade influence through protective measures [12] - In technology, the U.S. is implementing chip export restrictions to constrain China's technological advancements, reminiscent of Cold War tactics [12] - Geopolitically, the U.S. is increasingly emphasizing Taiwan and encouraging regional tensions, while also fostering alliances to counter China's influence [14] Group 4: Long-term Implications - The competition between the U.S. and China is fundamentally about the control of global order and pricing power, with China's rise challenging the established U.S.-centric order [14] - China's strategy focuses on enhancing its industrial resilience, achieving breakthroughs in key technologies, and maintaining strategic stability without being provoked into military escalation [14] - The future of U.S.-China relations is likely to be characterized by a "cold peace" with ongoing friction and competition, emphasizing technological advancement and internal governance resilience [14]
静静躺在抽屉里的耳塞,折射出了中国什么样的战略定力?
Ren Min Ri Bao· 2026-01-01 05:38
发布《住宅项目规范》,提高住宅建设的隔声性能要求,住宅安宁有了"硬杠杠";制定实施噪声污染防 治法,防噪、降噪、治噪有了法律依据……不急不躁不等于无所作为,叠石成山更需要主动进取。噪声 治理成效里,有"积跬步以至千里"的耐心,更有"时时放心不下"的进取。 声音是城市的"呼吸",从吊塔运作的轰鸣到市场叫卖的热闹,社会生产、日常生活中,一个个声源共同 交织出复杂的声环境。防治噪声污染,并不能让生产、生活统统"静音",而需耐心"调节音量"。广场舞 用上定向音响,仅让"舞区有声";小区制定管理公约,达成"宁静共识";切实抓好制度执行,树立行为 准则……不搞"一刀切""急刹车",而是以耐心协调需求、建立机制、成风化俗,这是噪声治理取得成效 的一个重要原因。 不只是噪声治理,做好任何一项生态治理工作,都不能急躁冒进、急于求成。并非"停生产",而是瞄准 源头、实施"煤改电""煤改气"等,"APEC蓝"化作幸福感;并非"不用水",而是优化细化分水方案、兼 顾流域保护与民生需求,黄河成为美丽的母亲河。战略定力讲求慢功夫,需要踏实笃行、久久为功,急 不得、躁不得,这是做好工作的一个诀窍。 不畏缩,主动而为,战略定力意味着进取心。 ...