1. 大家好，欢迎阅读本期的国际观察。今天，小锐将关注欧洲多个国家高调组建志愿联盟并派遣军队支 持乌克兰的这一重大变化。 2. 曾几何时，欧洲各国在考虑是否提供5000顶防弹头盔时，经过了近半个 月的深思熟虑，保持着谨慎的姿态。可是，现在，多个国家却主动集结军队，直面俄罗斯，这种迅速转 变的态度，简直是地缘政治格局中的一场惊天逆转。 3. 表面上看，这些举动是对俄乌战争局势的军事回应，但实质上，它早已超越了战争本身，正在引发全 球权力结构的深刻变化。 4. 在这种背景下，人民币的国际化是否会迎来前所未有的契机？为何欧洲突 然采取如此强硬的姿态与俄罗斯对抗？全球资本流动将如何改变我们日常生活的格局？这些问题都值得 我们深入探讨。 5. 多国派兵的背后，可能成为新一轮金融危机的导火索。 6. 要想理解欧洲此次军事介入的深层动机， 我们必须掌握一个基本的规律：资本天生趋向安全，避开风险。它们会流向那些安全、可预见、制度稳 定的区域。 17. 对美国来说，这是控制战略成本；但对欧洲而言，这无异于一场系统性灾难的开端。 18. 过去两 年，欧盟及其成员国已经向乌克兰提供了接近2000亿美元的援助、贷款和财政担保，然而， ...

自2023年10月新一轮巴以冲突爆发以来，包括德国和西班牙在内的多个国家对向以色列出口武器实施限 制或审查。德国于今年8月暂停向以色列出口任何可能用于加沙地带的军事装备，在加沙停火第一阶段 协议生效后，于11月解除对以军事装备出口限制。西班牙政府今年9月批准一项法令，从法律层面正式 确认对以色列实施全面武器禁运。 以色列总理内塔尼亚胡24日说，以色列将在未来10年间投入3500亿新谢克尔（约合1100亿美元）用于发 展自主的军工产业，以减少对包括盟友在内外部力量的依赖。 加沙停火第一阶段协议10月10日生效，但以色列与巴勒斯坦伊斯兰抵抗运动（哈马斯）仍冲突不断，并 互指对方违反停火协议。据巴勒斯坦通讯社22日报道，协议生效以来，加沙地带已有405名巴勒斯坦人 死于以军行动。 内塔尼亚胡当天在以色列南部哈特泽里姆空军基地出席空军飞行员毕业典礼时发表讲话说，他已于几周 前批准这一计划。以色列国防工业领域最杰出的人才正致力于武器系统研发，确保以色列在未来战场上 保持优势。 （文章来源：新华社） ...

Group 1 - The Trump administration's tariffs on Japanese automobiles have escalated from an initial 27.5% to 50%, significantly impacting Japan's economy, as automobile exports account for nearly 20% of its GDP and 30% of exports to the U.S. [1] - Japan's Prime Minister Kishi Nobuo's team has proposed to increase purchases of U.S. natural gas and corn, as well as to contribute more to the costs of U.S. military presence in Japan, but the U.S. response has been vague [1] - Internal discussions within the Japanese government suggest using its substantial holdings of U.S. Treasury bonds as leverage, with proposals to sell some to pressure the U.S. [3] Group 2 - The trade conflict has highlighted the fragility of U.S.-Japan relations, with experts suggesting Japan should adopt a more assertive stance similar to China's approach in its trade disputes with the U.S. [3] - Japan is reevaluating its trade policies towards China, with calls for a "zero tariff" approach and renewed discussions on the trilateral free trade agreement with China and South Korea [7] - Japan's commitment to participate in China's Belt and Road Initiative, including infrastructure projects, is seen as a strategy to stabilize resource supply and enhance economic cooperation [7] Group 3 - Tensions have escalated following remarks by Japan's Prime Minister regarding China's actions towards Taiwan, leading to a deterioration in trade relations and the cancellation of cultural meetings [9] - Japan's reliance on the U.S. has been questioned, as the country risks becoming a pawn in U.S.-China tensions, with the U.S. emphasizing its priorities in the region [11] - Japan's economic strategy must adapt to the growing influence of China, with calls for deeper cooperation in high-end manufacturing to ensure mutual benefits [13]

据多家日本媒体报道，日本首相官邸一名负责安保政策的高官日前向媒体宣称日本应该拥有核武器。相 关言论被披露后，在日本国内引发强烈批评。 日本前防卫大臣中谷元12月19日指出，代表政府立场的人士"不应轻率发表个人意见，这种言论不可容 忍"。他认为，既然这些言论已经公开，就必须采取相应措施，"首相高市早苗应考虑采取适当的措施， 包括该官员的去留"。 日本公明党党首齐藤铁夫19日在国会对媒体表示，这类言论"性质严重，足以解除发表该言论者的职 务"。他表示，"无核三原则"和核不扩散体制是"日本安全保障的基础"，拥有核武器不仅会导致日本在 外交上被孤立，还会严重恶化日本的安全环境。 日本共产党籍参议员小池晃对媒体表示："这是极其不负责任的言论，绝对不能接受。日本政府应该要 求其撤回言论，并将其免职。" 日本前首相石破茂20日在电视节目中表示，如果日本拥有核武器，就不得不退出《不扩散核武器条约》 以及国际原子能机构。他强调，这将使支撑日本能源体系的核能政策无法成立，"对日本而言，这绝不 是一件有利的事情"。 日本原子弹氢弹受害者团体协会19日发表谈话，抗议高市早苗政府官员宣扬"核武装论"。谈话指 出，"这是在容许核战争，让 ...

近来，日本高市早苗政府加快强军扩武。政府高官公然宣称"日本应该拥有核武器"，防卫开支预算提前 两年实现"占国内生产总值（GDP）的比例达到2%"的目标，执政党内部就进一步取消武器出口限制达 成一致……日本政府的危险动向引发日本社会各界警惕与反对。 "这是极其不负责任的言论，绝对不能接受" 据多家日本媒体报道，日本首相官邸一名负责安保政策的高官日前向媒体宣称日本应该拥有核武器。相 关言论被披露后，在日本国内引发强烈批评。 日本前防卫大臣中谷元12月19日指出，代表政府立场的人士"不应轻率发表个人意见，这种言论不可容 忍"。他认为，既然这些言论已经公开，就必须采取相应措施，"首相高市早苗应考虑采取适当的措施， 包括该官员的去留"。 日本公明党党首齐藤铁夫19日在国会对媒体表示，这类言论"性质严重，足以解除发表该言论者的职 务"。他表示，"无核三原则"和核不扩散体制是"日本安全保障的基础"，拥有核武器不仅会导致日本在 外交上被孤立，还会严重恶化日本的安全环境。 近年来，日本大幅提高防卫预算，防卫费已连续13年增加，近5年激增约60%。2022年底，日本通过 新"安保三文件"，提出2027财年实现防卫开支占GDP2% ...

Group 1 - The core viewpoint of the article highlights the evolving dynamics of the China-US relationship, marked by China's crackdown on strategic resource smuggling and its financial maneuvers against US provocations [5][31] - A significant legal case in Shenzhen resulted in the sentencing of 27 individuals involved in smuggling 166 tons of antimony ingots, a critical material for military and high-tech industries [6][8][9] - China's reduction of US Treasury holdings by $11.8 billion in October, bringing its total to $688.7 billion, is the lowest level since 2008, reflecting a long-term strategic decision rather than a reactionary move [12][14][28] Group 2 - The cancellation of a 132,000-ton wheat order from the US by China, occurring shortly after a US arms sale to Taiwan, illustrates China's strategic response to US actions [3][21] - China's ongoing diversification of its import sources, including a wheat agreement with Russia and increased corn purchases from Brazil, supports its strategy of reducing reliance on US agricultural products [22] - The implementation of new export regulations for rare earth elements by China aims to control the supply chain critical to US military production, further intensifying the strategic competition [25][30] Group 3 - The article discusses the implications of the US's rising national debt, which has surpassed $38 trillion, and the potential risks associated with this financial situation [17][27][28] - China's strategy includes increasing its gold reserves, which have reached approximately 2,305 tons, as a means to enhance financial security and reduce exposure to US debt [20][19] - The internationalization of the Renminbi is progressing, with it becoming the primary currency for China's foreign transactions and the second-largest trade financing currency globally [30]

Group 1 - The core viewpoint is that despite Russia's rich natural resources, it has struggled to develop a strong economy due to high extraction costs, technological limitations, and the impact of oligarchic exploitation [3][5] - Post-Soviet Russia has maintained its status as a world power but faces significant challenges due to political instability, social conflicts, and economic sanctions from Western countries [5][7] - Russia's reliance on energy exports has not translated into economic strength comparable to other resource-rich nations like Saudi Arabia, primarily due to the high costs associated with resource extraction and transportation [3][5] Group 2 - The need for Russia to develop its industrial strength and open international markets is crucial for economic revitalization, leveraging its military-industrial complex and market systems [7] - Recent economic cooperation with Europe, driven by a desire to reduce dependence on the U.S., has led to some recovery in the Russian economy, although long-term growth requires broader industrial development [5][7] - Historical military trade experience from the Soviet era provides Russia with a potential revenue stream, which could support its ambitions to become a powerful empire again if it seizes global economic opportunities [7]

Group 1 - A significant rare metal smuggling case involving over 200 million yuan has been uncovered, with 166 tons of strategic antimony ingots intercepted and 27 individuals arrested for colluding with foreign forces [3][5][7] - Antimony is crucial for defense industries, used in semiconductors and missile guidance systems, with China holding 48% of global reserves and over 60% of production [10][13] - The smuggling operation was sophisticated, with profits exceeding 49.8 million yuan, and involved a network that manipulated export regulations to ship antimony to military enterprises abroad [19][20][22] Group 2 - The U.S. announced a record $11.1 billion arms sale to Taiwan, the highest since 1979, including advanced weaponry aimed at enhancing Taiwan's military capabilities [25][27] - This arms sale reflects a strategic shift in U.S. support for Taiwan, focusing on land-based combat systems rather than air and naval superiority [29][30] - The U.S. aims to strengthen its military-industrial complex and bind Taiwan closer to its geopolitical strategy, while also attempting to shift semiconductor production from Taiwan to the U.S. [37][38] Group 3 - Following the arms sale announcement, China swiftly responded by canceling a significant wheat order from the U.S., amounting to 132,000 tons, which represents 35% of monthly exports to China [40][42][43] - The ongoing U.S.-China rivalry is characterized by strategic maneuvers, with the U.S. consistently attempting to contain China's growth through tariffs and military support to Taiwan [47][49] - China's response strategies have become more proactive and effective, allowing it to maintain control over the global rare metal market and adapt its export policies based on compliance with international regulations [51][53]

证券日报网讯12月19日，国泰集团（603977）在互动平台回答投资者提问时表示，公司全资子公司新余 国泰的产品包含小型固体火箭发动机助推器，目前已研制并稳定量产十三种型号，可满足不同类型的无 人靶机发射需求。新余国泰已建设自动化生产线用于小型固体火箭发动机生产，以进一步增强产品供给 能力，拓宽更多应用领域。 ...

166吨和13.2万吨，两个让国人看了都心痛的数字！ 前者是深圳口岸查出来的锑锭走私总量，后者是美国对华小麦出口里突然消失的一笔订单体量。 中方这一次没有只把怒火留在措辞层面，而是用追回的96吨稀有金属、被掐掉的13.2万吨粮食订单！ 嘴上喊合作，手里忙军售，美国这种操作不会再只收获一份抗议，维护国家安全，中方必须出手。 日前最新消息，深圳这起锑锭走私案，166吨锑锭被锁定，96吨已被追回，27人受到法律追究。 这166吨是怎么出现在走私链条里的？ 按公开信息披露的方式，大致能看出一个清晰路径：有人在境内搞货源，有人在口岸熟悉流程，然后和境外团伙对接，利用夹藏、虚假申报、伪装等手段， 把原本必须严格审批的稀有金属"化整为零"送出国门。 量小一点，容易被当成零星违规；一口气查出166吨，那就说明这不是一单两单的小动作，而是完整运作了一段时间的链条。 最尴尬的是案件发生的时间点。当前，中方一方面通过法律法规对稀土、稀有金属等实行更精细的出口管控，另一方面又在商务部层面陆续批准部分企业的 稀土通用许可，让资源在可控范围内重新参与国际分工。 表面上，是国家在根据整体利益调整节奏；暗地里，居然有人自己搭了条"黑通道"， ...