【文/观察者网 阮佳琪】 和美国特朗普政府闹掰后，去年3月新上任的加拿大总理卡尼一改前任特鲁多政府的行事风格，多次公 开表态有意推动重启对华关系。 尽管法律界人士一致指出，加方对中国电动汽车加征关税的举措，并未基于世界贸易组织（WTO）原 则开展正当调查，但福特始终是该关税政策的支持者。究其原因，加拿大汽车产业的核心区域正位于工 业大省安大略省。 因此，他在发布会上强硬放话："我们绝不能退让，就这么简单。" 本周，加拿大总理办公室宣布，卡尼将于1月13日至17日访问中国，这是2017年以来加拿大总理首次访 华。加方声明称，卡尼此行将与中方就贸易、能源、农业及国际安全等议题展开磋商。 加媒普遍认为，此次访问旨在修复中加关系，具有里程碑式的意义。加拿大农业部门更翘首以盼，期待 此行能够缓解两国贸易紧张局势。 临出发前，又有不和谐的声音响起。据加拿大广播公司（CBC）8日报道，在本周四一场毫不相关的新 闻发布会上，安大略省省长道格·福特（Doug Ford）喊话卡尼，挑唆其在访华期间立场坚定，维持对中 国电动汽车的高额关税。 2024年8月，盲目跟随美国政策的特鲁多政府，宣布对中国电动汽车（100%）、钢铝产品（2 ...

Core Viewpoint - Qiteng Robotics aims to acquire controlling interest in Shengtong Energy through a combination of "agreement transfer + partial tender offer" [1][23] - Concerns arise regarding Qiteng Robotics' financial strength and the potential instability of the controlling interest due to the involvement of private equity firms [1][11] - Shengtong Energy has been confirmed by regulators to have inaccurate financial data, raising questions about the impact on the transaction [1][14] Group 1 - Shengtong Energy's stock price surged 213.97% from December 12 to December 29, leading to a suspension for investigation due to abnormal trading [3][25] - The original controlling shareholder of Shengtong Energy plans to transfer 29.99% of shares to Qiteng Robotics at a price of 13.28 yuan per share, while also making a partial tender offer for an additional 15% of shares [4][26] - The total funding required for the acquisition is approximately 1.72 billion yuan, with Qiteng Robotics needing to secure this capital [6][28] Group 2 - Qiteng Robotics has a total asset scale of 1.55 billion yuan, with a net asset of only 513 million yuan, raising concerns about its ability to finance the acquisition [7][32] - The acquisition structure involves private equity firms contributing 40% of the funding, while Qiteng Robotics covers 60% [9][29] - The private equity firm Shanghai Chengyi has seen a significant reduction in its management scale, which may affect the stability of the controlling interest [11][32] Group 3 - Shengtong Energy has received regulatory measures due to violations in revenue recognition, which could lead to further scrutiny and impact the acquisition [14][35] - The company must submit a written rectification report to the regulatory authority within 30 days following the administrative measures [18][38] - The potential adjustments to Shengtong Energy's financial data remain uncertain, which could affect the acquisition's viability [19][39]

格隆汇12月29日丨杭州热电(605011.SH)公布，公司于2025年12月29日召开的第三届董事会第十九次会 议审议通过了《关于拟签订煤炭购销合同的议案》，为了稳定煤炭供应渠道，保证安全生产，公司拟与 上海伊泰申浦能源有限公司签订2026年-2028年三年期《煤炭购销合同》，合同总量900万吨，每年300 万吨，合同兑现量为合同数量的80%-120%。 本交易不构成关联交易和《上市公司重大资产重组管理办法》规定的重大资产重组。 ...

能源咨询公司科普勒（Kpler）估算，9月至12月，欧盟进口的美国液化天然气与原油总额为296亿美元。 科普勒高级总监吉莉安·博卡拉（Gillian Boccara）表示，这份无约束力的贸易协议对推动欧盟额外采购美国能源产品几乎毫无作用。 她指出，大宗商品采购以双边谈判为主，且受运费、利润等经济因素驱动，而非政治承诺；同时她补充称，这一采购承诺"并不现实"。 欧盟对美能源年度进口额为737亿美元，远不足2026-2028年7500亿美元采购承诺年均2500亿美元目标的三分之一。作为协议一部分的铀等核能源产品，在 欧盟对美能源贸易中占比不足1%。 尽管欧盟向美国总统特朗普承诺未来三年购买7500亿美元美国能源，但过去四个月，其对美油气采购支出却下降了7%。 自8月与美国达成贸易协议以来，欧盟采购的美国液化天然气（LNG）数量有所增加，但油气价格下跌导致总支出较去年同期减少。 科普勒的博卡拉称，即便欧盟将所有俄罗斯天然气替换为美国供应，进口额也难以增至当前的三倍。"除了明显是为减少美国关税外，我们实在看不到这一 协议的合理依据，"她补充道，"数据根本算不通。" 随着美国、卡塔尔、加拿大等国计划扩大产能，市场预计未 ...

还没反应过来的人，可能还不知道这件事有多震撼——12月2日，俄罗斯正式发行了以人民币计价的国 家债券。简单来说，这意味着俄罗斯开始用人民币向全球筹集资金。这是中俄关系40年来最重要的金融 事件之一，也是自美元体系建立以来极为罕见的一次裂缝。更令人震惊的是，这背后有三股力量叠加在 一起，推动全球金融秩序迈出了一大步。 为什么会选择这个时间点？原因很明确：俄罗斯被美元体系排除在外，只能依赖人民币。自俄乌战争爆 发后，美国和欧洲对俄罗斯采取了一系列制裁措施，包括冻结外汇、禁止美元结算和金融封锁……结果 导致俄罗斯的美元账户几乎无法使用。卢布的国际接受度急剧下降，欧元也越来越难以流通。而唯一能 够在全球大规模使用、同时不受美国封锁影响的货币，就是人民币。这一步，是俄罗斯被迫做出的选 择，也是其战略选择。当一个资源和能源大国被迫改变结算货币时，它换的不只是钱，而是寻找新的金 融支撑。 与此同时，人民币在俄罗斯手中突然变得非常充裕，俄罗斯反过来向中国求助以消化手中的人民币。外 界很少注意到一个细节：中国购买俄罗斯的石油、天然气、煤炭和金属等大宗商品，大多是用人民币结 算的。但从交易规模来看，俄罗斯卖给中国的远远多于买入的 ...

Group 1 - New Ao Intercity (Zhejiang) Energy Trading Co., Ltd. has been established with a registered capital of 50 million yuan [1] - The company's business scope includes warehousing equipment leasing services, import and export of goods, and technology import and export [1] - New Ao Energy holds the company indirectly as a wholly-owned subsidiary [1]

Core Viewpoint - Energy and Energy Global (01142) experienced a significant decline of over 12% in stock price following the release of its financial results, indicating investor concern over the company's performance and future outlook [1] Financial Performance - For the six months ending September 30, 2025, the company reported a revenue of HKD 221 million, representing a year-on-year decrease of 8.4% [1] - The loss attributable to shareholders was HKD 1.411 billion, which is a substantial increase of 1403.5% compared to the previous year [1] - The basic loss per share was reported at HKD 0.38 [1] Capital Raising and Use of Proceeds - The company announced plans to issue up to 1.368 billion placement shares at a price of HKD 0.34 per share, which is approximately a 1.49% premium over the closing price of HKD 0.335 on the date of the placement agreement [1] - Upon completion of the placement, the net proceeds of approximately HKD 460 million will be allocated as follows: - About 57.67% for repaying group debts - Approximately 8.70% for expanding the group's existing energy commodity trading business in South Korea (e.g., diesel/gasoline) - Around 21.76% for expanding the group's existing energy commodity trading business in China (e.g., coal) - About 7.18% for exploring potential opportunities in renewable energy - Approximately 4.69% for general working capital [1]

Core Viewpoint - Energy and Energy Global (01142) experienced a significant decline of over 12%, with a current price of HKD 0.28 and a trading volume of HKD 8.73 million [1] Financial Performance - For the six months ending September 30, 2025, the company reported a revenue of HKD 221 million, representing a year-on-year decrease of 8.4% [1] - The loss attributable to shareholders was HKD 1.411 billion, which is an increase of 1403.5% compared to the previous year [1] - The basic loss per share was HKD 0.38 [1] Capital Raising and Use of Proceeds - On November 27, 2025, the company announced plans to issue up to 1.368 billion placement shares at a price of HKD 0.34 per share, which is approximately a 1.49% premium over the closing price of HKD 0.335 on the placement agreement date [1] - The net proceeds from the placement are expected to be approximately HKD 460 million, with the allocation as follows: - About 57.67% for repaying group debts - Approximately 8.70% for expanding the existing energy commodity trading business in South Korea (e.g., diesel/gasoline) - Around 21.76% for expanding the existing energy commodity trading business in China (e.g., coal) - About 7.18% for exploring potential opportunities in renewable energy - Approximately 4.69% for general working capital [1]

Core Viewpoint - Energy and Energy Global (1142.HK) announced a placement of up to 1.368 billion new H-shares at a price of HKD 0.34 per share, aiming to raise a maximum of approximately HKD 465 million [1] Fund Allocation - Approximately 57.67% of the net proceeds from the placement will be used to repay debts [1] - About 8.7% will be allocated to expand existing energy commodity trading operations in South Korea [1] - Approximately 21.76% will be used to expand existing energy commodity trading operations in China [1] - Around 7.18% will be directed towards exploring potential opportunities in renewable energy [1] - About 4.69% will be allocated for general working capital [1] Share Details - The placement price represents a premium of approximately 1.49% over the last closing price of HKD 0.335 [1] - The shares being placed represent approximately 9.77% of the enlarged issued share capital [1]

Core Viewpoint - Energy and Energy Global (01142.HK) has entered into a placement agreement to issue up to 1.368 billion shares at a price of HKD 0.34 per share, representing a 1.49% premium over the closing price on the agreement date [1] Summary by Sections Placement Details - The placement will involve at least six independent third-party subscribers and will account for approximately 10.83% of the company's existing issued share capital [1] - The total proceeds from the placement are expected to be around HKD 465 million, with net proceeds estimated at approximately HKD 460 million [1] Use of Proceeds - Approximately 57.67% of the net proceeds will be used to repay the group's debts [1] - About 8.70% will be allocated to expand the group's existing trading business in energy commodities (such as diesel and gasoline) in South Korea [1] - Approximately 21.76% will be used to expand the group's existing trading business in energy commodities (such as coal) in China [1] - Around 7.18% will be directed towards exploring potential opportunities in renewable energy [1] - The remaining 4.69% will be utilized for general working capital [1] Contingency Plan - In the event of insufficient subscriptions for the placement shares, the company will prioritize using the net proceeds for debt repayment, with any remaining funds allocated proportionally to the other intended uses [1]