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特蕾莎?里贝拉敦促欧盟委员会不要放弃《森林砍伐法》实施
Shang Wu Bu Wang Zhan· 2025-10-08 17:28
(原标题:特蕾莎?里贝拉敦促欧盟委员会不要放弃《森林砍伐法》实施) 美国Politico新闻9月26日报道,欧盟委员会环境专员杰西卡•罗斯沃尔周二表示,《森林砍伐法》IT 系统在处理企业合规证明方面存在问题,无法处理所有来自经济运营者的通知,《森林砍伐法》应连续 第二年暂停实施。欧盟委员会执行副主席特蕾莎•里贝拉表示,《森林砍伐法》具有里程碑意义,欧盟 委员会必须迅速找到解决IT问题的方案。 欧盟委员会贸易部负责人萨宾•韦扬德周三表示,她对罗斯沃尔的声明感到"意外"。欧洲轮胎和橡 胶制造商协会秘书长亚当•麦卡锡对委员会推迟实施该法律的意图感到"担忧",因为这可能会"延长那些 已经做好充分准备并期待展示其承诺的运营商的不确定性", IT系统本身面临的重大挑战"不足以成为 推迟监管的理由"。 《森林砍伐法》强制企业监管其咖啡、可可、棕榈油和牛肉进口供应链,防止侵犯环境或人权。科 学家和环保组织称赞该法律是打击全球森林砍伐的关键法律,但一些行业组织和欧盟的一些贸易伙伴一 直在极力争取推迟或削弱该法律的要求。该法律现已成为欧洲最大的两个政治团体左翼社会民主党以及 欧洲人民党(EPP)之间的一场关键政治斗争。里贝拉是西 ...
世界银行促加纳摆脱资源魔咒
Shang Wu Bu Wang Zhan· 2025-09-27 17:12
(原标题:世界银行促加纳摆脱资源魔咒) 世界银行警告称,加纳社会经济发展正面临关键的十字路口。该机构强 调,打破加纳的"资源诅咒"循环需要的不仅仅是开采活动,成功取决于透明的 收入管理、可持续的债务实践以及影响公民日常生活的战略投资。 据"加纳新闻网"9月25日报道,世界银行向加纳政府提出,要其利用强大 的选举授权和议会多数优势,将加纳的自然资源禀赋从祸害转变为国家的福 祉。布雷顿森林机构在其题为《一代人改变加纳》的2025年政策说明中指出, 尽管拥有丰富的黄金、可可、石油和天然气资源,但该国持续存在贫困和不平 等现象,现任政府拥有独特的政治资本来实施大胆的改革,解决数十年来的资 源管理不善问题。 ...
中国东盟农产品贸易互补优势凸显
Jing Ji Ri Bao· 2025-09-24 22:49
Core Viewpoint - The trade cooperation between China and ASEAN in agricultural products has been thriving, showcasing complementary advantages and providing strong momentum for economic development, while highlighting its unique and important position in the global economic landscape [1] Trade Volume and Growth - In the first eight months of this year, China's import and export of agricultural products with ASEAN reached 290.6 billion yuan, a year-on-year increase of 9.7%, accounting for 20.1% of China's total agricultural product trade [1] - The trade volume between China and ASEAN has grown from over 870 billion yuan in 2004 to nearly 7 trillion yuan in 2024, marking a sevenfold increase and maintaining growth for nine consecutive years [1] Complementary Resource Endowments - ASEAN's tropical and subtropical regions provide a rich variety of tropical agricultural products, such as rubber, coffee, cocoa, and tropical fruits, which are highly favored by Chinese consumers [2] - In 2024, China is expected to import approximately 1.56 million tons of durian, valued at 6.99 billion USD, with nearly 60% sourced from Thailand [2] - China's vast territory allows for significant production of temperate and subtropical agricultural products, meeting ASEAN's diverse food consumption and processing needs [2] Industrial Structure Complementarity - China's advanced agricultural technology and strong competitiveness in agricultural machinery, feed production, and processing can support ASEAN countries in enhancing agricultural production efficiency [2] - ASEAN's primary agricultural products, such as rubber and palm oil, are essential raw materials for China's manufacturing industries, contributing to stable production in sectors like tire manufacturing and food processing [2] Market Demand Alignment - China's large consumer market provides ample space for ASEAN agricultural products, with rising demand for tropical fruits and specialty seafood driven by improved living standards [3] - The rise of e-commerce platforms has expanded the channels for ASEAN agricultural products to enter the Chinese market, facilitating access for unique products [3] - ASEAN's steady demand for Chinese processed agricultural products and feed further diversifies consumption options in the region [3] Trade Category Complementarity - The trade between China and ASEAN features distinct advantages, with ASEAN exporting fruits, cassava, and palm oil, enriching China's agricultural market [3] - China exports down feathers and animal feed to ASEAN, which are well-received and support local industries, enhancing trade cooperation [3] Policy and Cooperation Mechanisms - The implementation of the Regional Comprehensive Economic Partnership (RCEP) has created favorable conditions for agricultural trade, with over 90% of regional trade achieving zero tariffs [4] - The completion of negotiations for the upgraded version of the China-ASEAN Free Trade Area 3.0 will facilitate broader cooperation in emerging fields like digital and green economies [4] Infrastructure Connectivity - The operation of the China-Laos Railway has significantly boosted trade, with over 60,000 freight trains and a cargo volume exceeding 67.6 million tons, including over 15 million tons of cross-border goods [4] - Improved cold chain and storage facilities along the railway enhance the efficiency and cost-effectiveness of transporting ASEAN agricultural products [4] Future Outlook - The digital economy is expected to empower trade upgrades, with e-commerce integration breaking spatial limitations and big data analysis enabling precise supply-demand matching [6] - There is significant potential for cooperation in green agriculture and sustainable development, with China providing technical experience in ecological agriculture and organic farming [7] - The integration of supply chains will enhance regional competitiveness, optimizing resource allocation and production efficiency through the RCEP and the upgraded free trade area [7]
厄瓜多尔威胁加纳可可市场地位
Shang Wu Bu Wang Zhan· 2025-09-23 15:48
Core Insights - Ecuador's cocoa production is projected to exceed 650,000 tons by the 2026/27 season, potentially overtaking Ghana as the world's second-largest cocoa producer [1] - The global cocoa price reached a historical high of over $12,000 per ton due to poor harvests and diseases affecting Côte d'Ivoire and Ghana, which supply about half of the world's cocoa [1] - Ecuador's public and private sectors are increasing investments in cocoa cultivation, utilizing agroforestry models that support biodiversity to prevent disease spread, leading to steady production growth [1] Production Forecast - Ecuador's cocoa production is expected to surpass 570,000 tons by the 2025/26 season and may exceed 800,000 tons by 2030 [1] - The shift in production dynamics is attributed to Ghana facing challenges such as illegal gold mining encroaching on cocoa farmland and the spread of swollen shoot disease [1]
四大领域的可持续发展趋势
Sou Hu Cai Jing· 2025-09-23 03:04
Group 1: Core Trends in Sustainable Development - The narrative around sustainability faces challenges due to political shifts, but technology and capital continue to advance, indicating a strong trend towards sustainability despite opposition [1][3] - The upcoming New York Climate Week (NYCW) plans over 1,000 events, marking a historic high and demonstrating the resilience of the sustainability movement [1] Group 2: Clean Energy Transition - Clean energy is evolving from merely providing cheap electricity to offering reliable supply during peak hours, with solar energy leading the way (+28%) and battery storage enhancing availability [3][5] - The combination of photovoltaic and battery technologies is crucial for transitioning clean energy from daytime to nighttime use, increasing the share of clean electricity [4][5] Group 3: Electrification of Transportation - The electrification of transportation is shifting from isolated demonstrations to widespread adoption, significantly reducing oil demand and urban emissions [4][5] - The industrial chain is being restructured around electric vehicles, with a focus on battery technology and digital solutions [5] Group 4: Land and Food Security - The approach to land and food is shifting towards maximizing yield on existing agricultural land while protecting natural ecosystems, rather than expanding farmland [6][7] - There is a concerning trend of decreasing global agricultural research funding, which has prompted warnings from over 150 Nobel laureates and World Food Prize winners [6] Group 5: Capital and Risk Reallocation - Investment strategies are evolving to prioritize not just growth but also certainty, with a focus on scalable cost reductions in energy generation and resilience in urban planning [8][9] - Emerging markets with stable policies and accelerated approvals are becoming attractive for clean investment opportunities, as they offer favorable conditions for growth [10][11] Group 6: Future Projections and Recommendations - By 2025, it is projected that one-quarter of new vehicles globally will be electric, with significant growth in electric vehicle adoption in China and emerging markets [7][10] - Companies are advised to integrate climate-related risks into their procurement and pricing models, while local governments should manage water and land use in conjunction with agricultural practices [13][14]
全球宏观资产市场-晴雨气候表20250922
对冲研投· 2025-09-22 06:21
Core Insights - The article discusses the current state of the futures market, highlighting structural opportunities and risks across various asset classes including equities, foreign exchange, commodities, and cryptocurrencies [2][12]. Equity Market - US equities (S&P 500, Nasdaq) are experiencing high-level fluctuations with an upward trend indicated by EMA20 > EMA100, but there is a high divergence rate suggesting potential short-term pullback [2][3]. - Chinese A-shares (SSE, CSI 300) show overall weakness, with some indices indicating oversold signals, yet value indicators suggest they may be nearing a bottom [2][3]. Foreign Exchange Market - The US dollar remains strong, dominating the forex market, with Federal Reserve policy expectations being a key driver [4]. Commodity Market - The commodity market is characterized by significant differentiation: energy commodities are strong, agricultural products are weak, and precious metals are fluctuating [5]. Cryptocurrency Market - Overall, cryptocurrencies are in an upward trend, but high volatility necessitates careful position management [6][7]. Trading Opportunities - Hong Kong stocks are underperforming with significant drawdown and low market sentiment [8]. - The Nikkei 225 shows a strong trend but requires caution for potential technical pullbacks [8]. - The US Dollar Index is strong, with an upward trend indicated by EMA20 > EMA100, which suppresses non-USD currencies [8]. - Specific currency pairs like USDJPY and USDCAD show clear upward trends, while EURUSD and GBPUSD remain weak [8]. - WTI crude oil is trending upwards but with increased volatility, necessitating attention to geopolitical and supply-demand changes [9]. - Gold is in a consolidation phase with unclear trends, while silver shows greater volatility with short-term rebound opportunities [9]. - Certain agricultural products like soybeans are showing reversal signals despite a generally weak trend [9]. - Bitcoin (BTC) and Ethereum (ETH) are trending upwards but have high divergence rates indicating short-term pullback risks [9]. Summary - The futures market is exhibiting a mix of structural opportunities and risks, with recommendations to focus on clearly trending assets (e.g., USDJPY, WTI, Nasdaq) and to consider left-side positioning in oversold assets (e.g., A-shares, certain agricultural products) [12]. - It is advised to strictly control positions and stop-losses, especially in high-volatility assets, and to avoid assets without clear trends or those exhibiting abnormal volatility [12].
今年前8月加纳出口收入强劲增长
Shang Wu Bu Wang Zhan· 2025-09-19 16:11
Core Insights - Ghana's export performance has shown strong growth, with total revenue reaching $17.99 billion as of August 2025, marking a significant increase compared to 2024 [1] Group 1: Export Performance - The cumulative export value for the first eight months of 2025 has increased significantly, driven primarily by strong growth in gold, cocoa, and oil exports [1] - Gold exports remain the largest source of foreign exchange for Ghana, contributing $11.2 billion as of August [1] - Cocoa exports amounted to $2.47 billion, while oil exports reached $1.83 billion [1] Group 2: Trade Surplus - The total trade surplus for Ghana reached $6.19 billion, equivalent to 7.1% of GDP [1]
Cocoa Prices Retreat as Rains Arrive in West Africa
Nasdaq· 2025-09-16 18:13
Group 1: Cocoa Price Trends - Cocoa prices are currently down, with December ICE NY cocoa down -3.73% and December ICE London cocoa down -2.07% due to improved weather conditions in West Africa, which may enhance cocoa output [1] - Cocoa prices fell to 1.75-month lows amid expectations of growing supplies and weakening demand, influenced by high cocoa prices and tariffs affecting chocolate demand [4] - The International Cocoa Organization (ICCO) revised its 2023/24 global cocoa deficit to -494,000 MT, the largest deficit in over 60 years, while forecasting a global cocoa surplus of 142,000 MT for 2024/25 [11] Group 2: Supply and Production Factors - The slowdown in cocoa exports from the Ivory Coast is bullish for prices, with shipments reported at 1.82 MMT, up +5.8% from last year but down from a larger +35% increase seen in December [3] - Quality concerns regarding the Ivory Coast's mid-crop cocoa are supportive of prices, with an estimated mid-crop of 400,000 MT, down -9% from last year's 440,000 MT [7] - Nigeria's Cocoa Association projects a decline in cocoa production by -11% y/y to 305,000 MT for the 2025/26 crop year, which may support prices [8] Group 3: Demand Dynamics - Weakness in global cocoa demand has been a bearish factor, with Q2 European cocoa grindings falling -7.2% y/y and Q2 Asian cocoa grindings down -16.3% y/y, the smallest amount for a Q2 in 8 years [9] - Chocolate makers like Lindt & Sprüngli AG and Barry Callebaut AG have lowered their sales volume guidance due to high cocoa prices, indicating a potential decline in chocolate demand [4] Group 4: Weather Impact - Recent rains in West Africa are easing dry conditions, which may promote flowering of cocoa trees and boost output, contributing to bearish price pressure [1] - The past 60 days have been the driest on record since 1979 for West Africa, impacting cocoa pod retention before the main crop harvest [6]
加纳经济状况改善
Shang Wu Bu Wang Zhan· 2025-09-16 16:27
Group 1 - Ghana's trade surplus increased to $6.2 billion in the first eight months of the year, supported by strong gold exports and higher cocoa revenues [1] - As of August, Ghana's international reserves reached $10.7 billion, sufficient to cover approximately 4.5 months of imports [1] - The banking sector remains stable and improving, with a capital adequacy ratio (excluding exemptions) rising to 19.5% by July 2025 [1] Group 2 - The non-performing loan ratio stands at a high of 21.7%, but can be reduced to 8.4% when excluding fully provisioned losses, indicating resilience in the banking sector due to capital restructuring and strict underwriting practices [1] - The fiscal deficit for the first half of the year was controlled at 0.7% of GDP, below the target, contributing to a decrease in the public debt ratio by mid-year [1]
多方共议食安内生动力:如何让安全成为竞争力?
Zhong Guo Jing Ji Wang· 2025-09-15 06:36
Group 1 - The 16th China Food Safety Forum was held in Beijing, focusing on the theme "Integrity and Lawfulness: Sharing Food Safety" [3] - The forum featured discussions on building internal motivation for food safety through shared responsibilities and benefits among stakeholders [3][4] - Zhang Yongjian emphasized that food enterprises must take social responsibility and effectively recover safety investments to foster internal motivation for food safety [4][5] Group 2 - Jiang Tao highlighted the importance of transitioning from passive regulation to active participation in social governance by enterprises [6] - He proposed three main paths to enhance internal motivation: improving regulatory systems, utilizing Internet and AI for monitoring, and using case studies for educational purposes [6] Group 3 - Han Xinjun from Ferrero China discussed the company's commitment to quality control throughout the entire value chain, ensuring the freshness and quality of raw materials [7][8] - Ferrero employs advanced technologies, including AI, to monitor product quality and maintain zero-risk management in food safety [8] Group 4 - Niu Chenyan from Beijing Sanyuan Foods emphasized that maintaining food safety is crucial for gaining consumer trust and achieving sustainable growth [9][10] - Sanyuan Foods focuses on collaborative innovation across the entire supply chain to ensure food safety, leveraging its parent company’s strengths [10] Group 5 - Gao Yalan from Shaanxi Xifeng Liquor Co. discussed the integration of traditional brewing techniques with modern management practices to enhance food safety [11][12] - The company utilizes digital and standardized food safety management systems to improve quality control and expand market reach [12]