2026年1月25日，俄罗斯总统新闻秘书佩斯科夫直接放出狠话：只要卡娅·卡拉斯还在台上，俄方就不打算跟她接触。紧接着，中美两国也罕见地对她的立场 表示不满，三方虽然平时各有心思，却在这一点上罕见"同声"。一个欧盟高官，居然能让三大国同时皱眉，这事可真不简单。 卡拉斯的强硬作风早就有迹可循。她在当欧盟委员会副主席、外交与安全政策高级代表之前，是爱沙尼亚总理。她家有过被苏联流放的经历，那股对俄罗斯 的怨恨仿佛刻在骨子里。从政开始，她就几乎逢场合必点俄罗斯的名字：反对俄能源、挺乌克兰、强调"俄威胁"，像是打卡任务一样。 2024年12月上任欧盟高职后，她更是火力全开。频频指责俄罗斯搞网络攻击、操控能源，还鼓动欧盟设立所谓"追责机制"，要让俄罗斯为乌克兰的局势"负 责"。莫斯科直接关上了门，佩斯科夫那句"没啥可谈的"不是气话，而是冷冰冰的现实。 记得有次我看新闻时，电视画面上她那坚硬的表情，在光线下泛着冷色的亮，像是金属反光，让人本能觉得有距离感。 但问题不只在俄方那头。2023年，她丈夫被人爆出公司还在对俄做生意，一下子就炸锅了。外头骂她"双标"，里头有人开始怀疑她的诚信。那阵子我还真替 她捏了把汗，政治圈的人设一 ...

Report Summary 1. Industry Investment Rating - Not mentioned in the provided content. 2. Core Viewpoints - The government has taken measures to address "involution" in different industries. For example, the Ministry of Finance issued a notice to solve the problem of abnormally low prices in government procurement, and the People's Bank of China plans to promote the high - quality development of the modern payment system [1][2] 3. Summary by Directory 3.1. Meso - level Event Overview Production Industry - The Ministry of Finance issued a notice to address "involution" in government procurement. Purchasers should form scientific procurement requirements and set reasonable maximum prices [1]. Service Industry - The Chinese Foreign Ministry responded to a question about potential Sino - US trade negotiations, emphasizing the need to implement the consensus of the two heads of state. The People's Bank of China plans to promote the high - quality development of the modern payment system, including accelerating the construction of the RMB cross - border payment system and strengthening supervision [2]. 3.2. Industry Overview Upstream - Black: Iron ore prices slightly declined. - Agriculture: Egg and pork prices continued to rise. - Non - ferrous: Copper prices slightly declined [2]. Midstream - Chemical: The operating rates of PX and urea remained high. - Energy: The coal consumption of power plants was at a low level [3]. Downstream - Real Estate: The sales of commercial housing in second - tier cities increased seasonally. - Services: The number of domestic flight schedules decreased [4]. 3.3. Key Industry Price Indicators | Industry | Indicator | Value on 1/21 | YoY | | --- | --- | --- | --- | | Agriculture | Corn spot price | 2264.3 yuan/ton | + 0.19% | | | Egg spot price | 7.9 yuan/kg | + 3.70% | | | Palm oil spot price | 8724.0 yuan/ton | + 1.09% | | | Cotton spot price | 15837.7 yuan/ton | - 0.62% | | | Average pork wholesale price | 18.5 yuan/kg | + 1.70% | | Non - ferrous Metals | Copper spot price | 100221.7 yuan/ton | - 3.75% | | | Zinc spot price | 24188.0 yuan/ton | - 1.31% | | | Aluminum spot price | 23721.7 yuan/ton | - 3.86% | | | Nickel spot price | 145100.0 yuan/ton | - 3.08% | | Ferrous Metals | Rebar spot price | 3204.7 yuan/ton | - 1.24% | | | Iron ore spot price | 807.6 yuan/ton | - 3.89% | | | Wire rod spot price | 3437.5 yuan/ton | - 1.72% | | | Glass spot price | 12.9 yuan/square meter | - 0.23% | | Non - metals | Natural rubber spot price | 15533.3 yuan/ton | - 1.32% | | | China Plastic City price index | 775.2 | + 0.14% | | Energy | WTI crude oil spot price | 60.4 dollars/barrel | - 0.94% | | | Brent crude oil spot price | 64.9 dollars/barrel | - 0.84% | | | Liquefied natural gas spot price | 3522.0 yuan/ton | - 1.29% | | | Coal price | 806.0 yuan/ton | + 0.62% | | Chemical | PTA spot price | 5044.9 yuan/ton | - 0.96% | | | Polyethylene spot price | 6725.0 yuan/ton | + 2.39% | | | Urea spot price | 1752.5 yuan/ton | + 0.29% | | | Soda ash spot price | 1202.9 yuan/ton | - 0.94% | | Real Estate | National cement price index | 133.7 | - 0.92% | | | Building materials composite index | 114.8 points | - 0.77% | | | National concrete price index | 90.2 points | - 0.17% | [37]

Core Viewpoint - The U.S. is increasing military presence in the Middle East, including deploying an aircraft carrier and additional missile defense systems, as President Trump considers military action against Iran [1][3]. Military Deployment - The U.S. military is expected to send more air, land, and sea forces to the region within days or weeks, including at least one aircraft carrier, to provide military options for Trump if he decides to strike Iran [1][3]. - The deployment of the aircraft carrier is anticipated to take at least one week [1]. Diplomatic Efforts - Gulf countries and Israel have engaged in last-minute diplomatic efforts to persuade Trump to delay military action against Iran, fearing potential retaliation against Israel [4]. - U.S. officials indicate that a large-scale strike on Iran may not lead to the collapse of the Iranian government and could escalate regional conflict, prompting Trump to observe Iran's actions before deciding on military options [4][5]. Economic Sanctions - The U.S. Treasury announced new sanctions against Iran, adding 11 individuals and 13 entities to the sanctions list as part of increasing economic pressure on Iran [3]. Iranian Response - Iran has stated it does not seek escalation but will respond decisively to any form of aggression, with its foreign minister urging the UN to condemn foreign interventions [5][6]. - The Iranian government has expressed concerns over external interference in its internal affairs, emphasizing the need for respect for sovereignty and territorial integrity [6].

美国主导权凸显 来源：中国新闻周刊 2026年开始之际，中东的所有冲突都暂时平息，形成一定程度的平衡与秩序。不过，这是下一场冲突前 的中场休息，持久、公正的新秩序仍遥遥无期。 经过两年大动荡之后，以色列与巴勒斯坦伊斯兰抵抗运动（哈马斯）、叙利亚、黎巴嫩、也门胡塞武 装、伊朗之间的冲突都处于相对平静状态，形成新的权力格局。当然，这是一种脆弱、丑陋的平衡，没 有一个矛盾得到真正解决，不公正、不合理的秩序并未改变。战场上获胜的一方要进一步扩大优势，失 败的一方要卷土重来。 2025年12月22日，在加沙城西部一处临时避难所附近的巴勒斯坦儿童。图/新华 新一轮加沙冲突前，大国在中东的影响呈现出多极化态势，美国享有最强的综合影响力，欧盟、中国的 经济影响突出，俄罗斯则主导个别国家的政局。冲突爆发后，军事干预的重要性骤然上升，美国的地位 因此突出。英国《经济学人》称，2023年10月7日哈马斯袭击以色列后，"不管你喜不喜欢，美国仍然是 中东唯一的霸权"。 1991年苏联解体后，俄罗斯几近退出中东的权力游戏，仅保留了少量经济活动。2015年借美国战略收缩 和叙利亚内战之机，俄罗斯强势重返中东，迅速建立了在叙利亚的主导地位。 ...

Core Viewpoint - The Chinese Foreign Minister's visit to Africa continues a 36-year tradition, emphasizing China's commitment to strengthening ties with African nations amidst global uncertainties [1][2]. Group 1: Diplomatic Significance - The visit to Ethiopia, Somalia, Tanzania, and Lesotho reflects China's strategic partnerships and aims to deepen political trust and implement outcomes from the China-Africa Cooperation Forum [1][3]. - The year 2026 marks the 70th anniversary of diplomatic relations between China and Africa, with plans for a "China-Africa Cultural Exchange Year" [1]. Group 2: Economic and Strategic Focus - The trip focuses on building strategic trade routes in East and Southern Africa, which are crucial for securing key shipping lanes and resource supply chains for China [2]. - Ethiopia is noted as one of Africa's fastest-growing economies, while Somalia is strategically located at a vital shipping route. Tanzania serves as a logistics hub for mineral resources, and Lesotho, despite its smaller economy, is part of China's broader trade initiatives [2][3]. Group 3: Long-term Commitment - China's approach to Africa is characterized by long-term engagement rather than short-term interests, positioning itself as a reliable partner during challenging times [4]. - The emphasis on equality in cooperation, regardless of the size of the country, is highlighted, showcasing China's commitment to inclusive development [3].

印孟之间最新一轮紧张局势源于哈迪遭遇枪击。他因去年活跃于推翻哈西娜的抗议活动受到关注。12月12日，哈迪在达卡被蒙面枪手击中头部，并于18日在 新加坡伤重不治身亡。哈迪所属的组织称他是"反抗印度霸权主义斗争的烈士"，其支持者则宣称凶手已逃往印度。随后，孟加拉国示威者掀起一系列具有反 印色彩的抗议活动，冲击了他们认为"亲印"的媒体，放火焚烧其在达卡的办公楼，并向印度驻吉大港助理高专办公室投掷石块。 据《达卡论坛报》等媒体报道，孟加拉国外交部14日召见印度驻孟高专，要求一旦犯罪嫌疑人入境印度，印方应予以逮捕并移交孟加拉国。印度外交部当日 发表声明驳斥了有关传言，称"印度从未允许其领土被用于损害孟加拉国友好人民利益的活动"。印度外交部17日召见孟加拉国驻印高专，对孟安全形势恶化 表达严重关切，要求孟方确保印度外交人员及场所的安全，并再次驳斥孟"极端分子就近期事件捏造的虚假叙事"。 就在哈迪去世当天，孟加拉国印度教徒迪普·钱德拉·达斯因所谓的辱教罪被打死并焚烧尸体，此事引燃印度民众的怒火。孟加拉国驻印高专署和高专住所， 以及孟加拉国位于印度西里古里的签证中心接连遭到冲击和破坏，世界印度教大会23日牵头在位于新德里的孟 ...

然而，"赔偿贷款"方案遭到比利时等国的坚决抵制。比利时首相德韦弗的表态极具代表性："如果我们 必须跳下去，那（欧盟国家）必须一起跳下去。"比利时的担忧并非空穴来风，作为欧洲清算银行总部 所在地，比利时掌控着欧盟境内约90%被冻结俄资产。动用被冻结资产不仅面临国际法层面的合法性争 议，更可能招致俄罗斯的激烈反制，损害欧元区作为国际资产安全存放地的信誉。这种顾虑得到意大 利、保加利亚和马耳他等国的响应。 欧盟此次政策转向本质上是内部利益博弈的结果。德韦弗所言"理性占了上风，欧盟避免了混乱和分 裂"，实则是各方在现实压力下的无奈妥协。但这种妥协并未解决根本问题，反而暴露了欧盟在重大外 交安全议题上的决策困境：既要维持对乌支持的政治正确，又要兼顾成员国的实际利益；既想展现战略 统一性，又难以弥合深层分歧。这一选择也将削弱欧盟在俄乌问题上的话语权，正如舆论指出：内部分 歧将不可避免地降低其在俄乌问题谈判中的"上桌权"。 据央视新闻报道，了解当天情况的欧洲外交官透露，德韦弗提出明确条件：若俄罗斯就约2100亿欧元被 冻结资产提起诉讼或采取报复，其他成员国须向比利时提供无限额财政担保。这一要求遭到多国反对。 12月19日， ...

Group 1 - The National Internet Information Office and the China Securities Regulatory Commission are intensifying efforts to address false information related to the capital market, taking legal action against accounts spreading rumors and illegal stock recommendations [3] - Specific accounts mentioned include "Eight Sister Invincible" for spreading regulatory rumors, "Financial Report Wind and Cloud" for aggregating false information about listed companies, and "Finance Weekend Teacher" for using AI to fabricate market information [3] - The authorities remind the public to establish correct investment concepts, enhance risk awareness, and improve the ability to discern financial information [3] Group 2 - The Ministry of Commerce reported that from January to November, the national online retail sales increased by 9.1%, with digital products growing by 8.2%, and online service consumption rising by 21.7% [3] - The Ministry of Education announced that the national master's degree entrance examination will take place on December 20-21, urging candidates to comply with examination regulations [3] - The State Administration for Market Regulation has amended the "Provisions on Prohibiting Monopoly Agreements," which will take effect on February 1, 2026, clarifying conditions for permissible vertical monopoly agreements [3]

Core Points - The EU is at a critical juncture, facing deadlines to fund Ukraine without U.S. assistance and to diversify its supply chains away from the U.S. while expanding trade with South American countries [2][3] - Failure in either area could damage the EU's reputation and reinforce claims of European "weakness" made by former U.S. President Trump [2][3] Funding Ukraine - The EU's preferred funding solution for Ukraine involves utilizing billions of frozen Russian assets, proposing to loan €90 billion (approximately $106 billion) to Ukraine over the next two years [3][4] - Belgium opposes this plan due to concerns about potential legal repercussions if Russia regains access to these assets [4] - The urgency is heightened as Ukraine is expected to run out of funds by April next year, necessitating a swift agreement from the EU [5] Trade with South America - The trade agreement with the Mercosur countries (Argentina, Bolivia, Brazil, Paraguay, and Uruguay) is seen as a significant test of the EU's ability to provide a reliable alternative to U.S. influence [6][7] - This agreement is poised to be the largest in EU history and aims to counteract Trump's attempts to assert U.S. dominance in Latin America [7] - Concerns from France about domestic agricultural protests could delay the signing of the agreement, which is critical for maintaining EU credibility in global trade [8] Geopolitical Implications - The decisions regarding Ukraine and trade will serve as a litmus test for the EU's capability to assert itself as a geopolitical actor in a world increasingly dominated by major powers like the U.S. and China [9] - The EU's response to these challenges will determine whether it can maintain its influence and credibility on the global stage [9]

Group 1 - The core point of the article is that the peace agreement between the Democratic Republic of the Congo (DRC) and Rwanda, facilitated by the United States, serves as a strategic maneuver for the U.S. to secure key mineral resources and enhance its geopolitical influence in the African Great Lakes region [2][3][4] - The U.S. has successfully positioned itself in the African Great Lakes region, weakening the influence of China and Russia, which have been deepening their cooperation in Africa [3] - The agreement allows the U.S. to gain access to critical minerals such as cobalt, lithium, and copper from the DRC, which are essential for the renewable energy and electronics industries, thereby reducing reliance on external supply chains [2][3] Group 2 - The U.S. is transforming its policy towards Africa from aid-based to trade-based, as evidenced by the significant reduction of aid and the emphasis on commercial cooperation [3] - The peace agreement is seen as a testing ground for this new policy framework, allowing U.S. companies to enter the markets of both countries while optimizing the business environment for American capital [3] - The U.S. has crafted a diplomatic image as a "peace maker" through this agreement, which serves to bolster its reputation in Africa amidst declining influence [4] Group 3 - The article highlights a pattern of U.S. behavior that mirrors a "new colonial" approach, where the U.S. exacerbates conflicts and then positions itself as a mediator to extract resources and geopolitical advantages [4] - The DRC's offer to exchange mineral rights for security and Rwanda's access to U.S. capital for resource development exemplify this strategy, allowing the U.S. to reap benefits with minimal costs [4] - Ultimately, the peace agreement is portrayed as a game of resource distribution led by the U.S., where the peace aspirations of African nations are exploited for American gain [4]