欧盟驻华大使近日表示，希望在下个月欧盟领导人访华之前，能够解决稀土供应问题。这番话不禁让人想起，当欧盟对中国实施制裁时，为什么就没有提出 类似的要求呢？ 最近，中国外长王毅与欧盟及其成员国驻华使节举行了集体会见。在会上，王毅外长提出了三点关于中欧关系发展的建议：第一，坚持相互尊重，第二，坚 持伙伴关系定位，第三，坚持多边主义。这些建议反映了中欧即将迎来建交50周年的重要时刻。此前也有报道称，欧盟委员会主席冯德莱恩计划在七月访问 中国，而如今时间接近，访问的安排也接近完成。此时，中欧之间就外交事务进行沟通显得尤为必要。不过，令人意外的是，一些不和谐的声音却在此时传 出。 稀土断供恐慌的真实底色 欧盟企业对稀土供应短缺的恐慌，实质上是全球产业链深度交织后的连锁反应。中国掌握着全球90%以上的稀土精炼产能，而欧洲的新能源汽车、风电设 备、军工制造等行业，对稀土永磁材料的依赖程度极高。根据彭博社的数据显示，近几个月来，中国对欧盟的稀土磁铁出口量持续下滑，德国的西门子、法 国的阿尔斯通等大企业的生产线已出现停工的风险。随着情况的加剧，这种恐慌情绪被欧盟官员进一步放大，意图将本应是经济领域的问题，政治化。 前言 然而，欧 ...

在海军建设方面，新预算仅计划建造三艘军舰。海军方面表示，一艘由通用动力公司与亨廷顿·英戈尔 斯工业公司联合建造的"弗吉尼亚级"潜艇，以及其他15艘军舰的采购将纳入单独的拨款法案中。为控制 开支，预算提案通过退役部分运行成本较高的老旧舰船和飞机来节省资金。海军将裁减7286名文职人 员。 与此同时，预算方案大幅增加了对小型无人机的投入。这一调整部分源于从俄乌冲突中获得的经验教 训，无人机已被证明是低成本且高度有效的作战装备。 智通财经APP获悉，据报道，美国总统特朗普提出的2026财年国防预算为8926亿美元，与2025财年基本 持平，重点将放在提高军人薪酬、加大对高科技导弹和无人机的投资，同时削减海军职位和舰船采购。 据悉，特朗普政府决定减少对洛克希德·马丁(LMT.US)生产的F-35战斗机的采购，2026财年计划采购47 架F-35战斗机，低于前总统拜登任期最后一年计划采购的68架。 这一预算调整反映了美军战略重点的转变。高技术导弹和无人机技术的快速发展，正在改变现代战争的 作战模式。无人机在实战中展现出的成本效益优势，促使军方重新评估装备采购策略。特朗普政府希望 通过减少传统有人战斗机采购，将更多资源投 ...

新华社荷兰海牙6月26日电 题：北约峰会"共识"里的分歧 新华社记者陈斌杰 张兆卿 王湘江 为期两天的北约峰会25日在荷兰海牙闭幕。峰会期间达成共识的是，各成员国把年度国防开支占国内生 产总值（GDP）的比例提高至5%，但欧洲关心的俄乌冲突等议题被明显搁置。 专家认为，本次峰会看似有共识，但其实欧美各有盘算，尤其欧洲心思更为复杂。欧洲增加军费既是为 拉住美国而交出的"保护费"，也是提前为"没有美国的未来"做准备。 欧洲：美国"你慢点走" 作为此次峰会成果，与会领导人签署的"海牙峰会宣言"仅有5项、共5段，被一些媒体称为北约"史上最 短峰会成果文件"。相比之下，2024年华盛顿峰会的宣言有44项，2023年维尔纽斯峰会公报内容多达90 项。 提升成员国国防支出是这次峰会核心议题。宣言显示，北约成员国承诺在2035年前把年度国防开支占 GDP的比例从目前的2%提高至5%。宣言特别重申《北大西洋公约》第五条有关共同防御义务的"坚定 承诺"。 专家解读，特朗普政府上台以来多次表示将减少对欧安全承诺，面对美国从欧洲抽身的威胁，欧洲国家 希望安抚并"拉住"美国。比利时智库欧洲政策中心欧洲与全球事务总监阿尔穆特·默勒说，各 ...

Market Overview - A-shares experienced a decline in the afternoon, with all three major indices closing lower; the Shanghai Composite Index fell by 0.22% to 3448.45 points, the Shenzhen Component dropped by 0.48% to 10343.48 points, and the ChiNext Index decreased by 0.66% to 2114.43 points [1] - The total trading volume in the Shanghai and Shenzhen markets reached 16,235 billion yuan [1] Sector Performance - The insurance and brokerage sectors dragged down the market, while the banking sector saw gains, with banks like Jiangsu Bank and Hangzhou Bank reaching historical highs [1] - The oil sector rebounded, with Junyou Co. hitting the daily limit, and the tourism and catering sectors also saw significant increases, with Tianmuhu and Qujiang Cultural Tourism both hitting the daily limit [1] - The military industry sector was notably strong, with stocks like Youji Co. rising nearly 29% and several others hitting the daily limit [3][4] Digital Currency Sector - The digital currency sector was active, with stocks like Xin'an Century and Kexin Information both hitting the daily limit [7] - The Hong Kong government announced a new policy framework to develop the digital asset sector, aiming to position Hong Kong as a global innovation center for digital assets [7][8] Tourism Sector - The tourism and catering sectors showed strong performance, with stocks like Tianmuhu and Qujiang Cultural Tourism reaching their daily limits, and Junting Hotel rising nearly 8% [8][9] - The "cooling economy" trend is driving summer tourism, with increased consumer demand for various services and products related to summer activities [9][10]

Market Overview - The three major stock indices experienced strong fluctuations in the morning but fell in the afternoon, with the Shanghai Composite Index down 0.22% to 3448.45 points, the Shenzhen Component down 0.48% to 10343.48 points, and the ChiNext Index down 0.66% to 2114.43 points. The total trading volume in the Shanghai and Shenzhen markets was 162.35 billion [1] Military Industry - The military sector showed strong performance, with stocks like Youji Co. rising nearly 29%, and several others including Wanlima, Ketech Information, and Zhongke Haixun hitting the daily limit of 20% [3][4] - The military parade scheduled for September 3 is expected to showcase China's defense capabilities and may enhance military trade opportunities, transitioning from "cost-effective alternatives" to "technology benchmarks" [5] Digital Currency - The digital currency sector was active, with stocks like Xin'an Century and Ketech Information reaching the daily limit of 20% [7][9] - Hong Kong's government announced a policy to develop the digital asset sector, aiming to make Hong Kong a global innovation center for digital assets, which may boost the market for stablecoins and related services [10] Tourism and Hospitality - The tourism and hospitality sectors saw significant gains, with stocks like Tianmuhu and Qujiang Cultural Tourism hitting the daily limit, and Junting Hotel rising nearly 8% [13] - The "cooling economy" trend is driving summer tourism, with increased consumer demand for various services, indicating a potential boost in the tourism industry's performance [14]

Core Viewpoint - The market anticipates that Trump will appoint a "dovish" Federal Reserve chairman, reinforcing expectations for an early interest rate cut by the Fed, leading to declines in U.S. Treasury yields and the dollar index, while stock futures in Europe and the U.S. show slight increases [1][9]. Market Performance - U.S. stock index futures all rose over 0.2% [2]. - European stocks mostly saw slight increases, with the German DAX up 0.47%, French CAC up 0.38%, and the UK FTSE down 0.13% [3]. - The Nikkei 225 index in Japan closed up 1.6%, while the Tokyo Stock Exchange index rose 0.8%. The South Korean composite index fell 0.9% [4]. Bond and Currency Markets - U.S. Treasury yields mostly declined, with the benchmark 10-year Treasury yield down over 2 basis points [5]. - The dollar index fell approximately 0.4%, while the British pound rose about 0.5% and the euro increased by about 0.3% [6]. Commodity Prices - Spot gold rose approximately 0.3%, and spot silver increased by about 0.2% [7]. - Both U.S. crude oil and Brent crude oil prices rose about 0.3% [8]. Cryptocurrency Market - Bitcoin increased by approximately 1.4%, and Ethereum rose by about 1.8% [9]. Defense Sector - NATO leaders agreed to raise defense spending to 5% of GDP, responding to Trump's criticism of insufficient military spending, which is expected to benefit defense contractors with a significant increase in military orders. Asian defense stocks surged, with Australia's DroneShield rising over 7% and up about 200% year-to-date [10]. Asian Currency Market - Hot money is flowing into Asian markets, with Asian currencies against the dollar reaching an eight-month high, indicating potential for further appreciation. The dollar has declined over 8% this year due to uncertainties surrounding trade policies and its global standing [13].

Core Points - The article discusses the shift in U.S. foreign policy under President Trump, indicating a long-term move away from Atlanticism and European alliances towards a focus on the Asia-Pacific region [1][2] - It highlights the challenges Europe faces in re-establishing its own defense capabilities amid a perceived abandonment by the U.S. and the need for increased military spending [4][7] - The article emphasizes the fragmentation of European military capabilities and the reliance on U.S. military technology, which complicates Europe's efforts to independently rearm [12][13] Group 1: U.S. Policy Shift - The U.S. is moving away from Europe, prioritizing the Asia-Pacific region and sacrificing Atlanticism as a result of strategic contraction [1][2] - This shift is not merely a temporary phenomenon tied to Trump's presidency but reflects a long-term trend that will persist regardless of which party is in power [1] Group 2: European Defense Challenges - Europe is attempting to bolster its own defense capabilities, with NATO countries aiming to increase defense spending from 2% to 3% of GDP and enhance military equipment by 30% over the next 5-10 years [7][10] - The European Union has proposed an €800 billion "rearmament plan," with €650 billion coming from member states and €150 billion from a new EU fund [10] Group 3: Military Capability Fragmentation - European NATO countries have a total military strength of around 1.5 million personnel, but much of this is non-combat support, leading to concerns about actual combat readiness [4][6] - The reliance on U.S. military equipment is increasing, with European NATO countries' arms imports rising by 105% from five years ago, 64% of which come from the U.S. [6][12] - European military industries are struggling to meet the demand for advanced military technology, particularly in areas like combat aircraft and naval systems, which are heavily reliant on U.S. technology [12][13]

当地时间6月25日，北约发表联合声明，同意到2035年将其国防开支目标从国内生产总值的2%增加到5%，这是北约十多年来最果断的举措。 在联合声明中，北约表示将"团结一致地面对深刻的安全威胁和挑战"。 北约盟国同意到2035年将其国防开支目标从国内生产总值的2%增加到5%，美联储主席鲍威尔第二天亮相国会，稳定币再迎利好，诸多消息让 美股热闹非凡。 周三美股开盘后表现平稳，但仍然有多个热点板块和个股值得投资者关注。 北约宣布提高国防支出 "北约承诺到2035年每年将GDP的5%投资于核心国防需求以及与国防和安全相关的支出，以确保我们个人和集体的义务。"声明表示。 声明强调，5%的数字由"至少"GDP的3.5%组成，这些GDP应该用于"纯粹"的国防，其余的用于安全和与国防相关的"关键基础设施"，以确保"我们的民用准备和 复原力，释放创新，并加强我们的国防工业基础"。 欧洲军工股今年以来整体表现出色。德国装甲车制造商莱茵金属公司（Rheinmetall）股价在过去12个月飙升248%，成为明星股。欧洲海事无人机系统供应商 Exail Technologies SA年内涨幅高达444%，而聚焦坦克与舰艇发动机小型生产商 ...

Group 1 - The index has entered a main upward phase, breaking through the resistance level of 3439, with financial stocks leading the rally, particularly notable is the significant rise of nearly 200% in Guotai Junan International after obtaining a virtual asset trading service license [1] - The current market sentiment indicates a gradual upward trend, with expectations of a larger market movement occurring between July and August, although it is anticipated that the pace will not be as rapid as previous significant rallies [1] - The market is currently experiencing a three-day consecutive rise, but unless trading volume exceeds 1.8 trillion, the likelihood of stagnation in the index may increase [2] Group 2 - Key stocks to watch include Tianlihui, Jintonghui, Tiansheng, and Zhinan Zhen (300803), while other stocks are considered to be in the lower tier [2] - There is a noticeable divergence in the performance of stocks, with some stocks like Taihe and Xiangtan showing strong upward momentum, while others are experiencing declines [2] - The market is in a phase where funds may shift towards thematic stocks if the index shows signs of adjustment, indicating a potential for sector rotation [2]

截至6月25日收盘，兵装重组概念上涨8.60%，位居概念板块涨幅第1，板块内，7股上涨，中光学、湖 南天雁、长城军工等涨停，华强科技、东安动力、长安汽车等涨幅居前，分别上涨13.48%、5.21%、 1.51%。 今日涨跌幅居前的概念板块 | 代码 | 简称 | 今日涨跌幅 | 今日换手率 | 主力资金流量（万 | 主力资金净流入比率 | | --- | --- | --- | --- | --- | --- | | | | （%） | （%） | 元） | （%） | | 002265 | 建设工 业 | 9.99 | 15.38 | 39679.93 | 25.28 | | 601606 | 长城军 工 | 10.00 | 17.27 | 34038.81 | 12.51 | | 600698 | 湖南天 雁 | 10.00 | 17.39 | 14069.94 | 12.74 | | 002189 | 中光学 | 10.00 | 7.07 | 13850.81 | 31.29 | | 000625 | 长安汽 车 | 1.51 | 1.15 | 9624.66 | 7.97 | | 688151 | 华 ...