来源：环球 【环球网报道】据中时新闻网、联合新闻网等台媒7月11日报道，台防务部门展开为期10天9夜的"汉光"演习，10 日晚间11时许，陆军新竹542旅正执行机动任务时，一辆M109A5自行火炮车行经桃园市新屋区新荣路周边，疑因 驾驶员不熟悉路况，没算准车辆宽度，在撞击一辆停于路边的小货车后，又连撞3辆小客车，共4车被撞，现场无 人受伤。 陈斌华表示，"台独"是绝路，统一挡不住。不管民进党当局如何装腔作势、穷兵黩武，都是不堪一击的"花架 子"。无论民进党当局搞多少"演练"，都改变不了"台独"必然失败的下场，更阻挡不了祖国必然统一的历史大势。 台湾"东森新闻云"称，检测肇事车辆驾驶员酒测值为0，详细事故原因仍在调查厘清中。 台陆军第六军团称，案件由警方处理中，后续依军车保险作业规定处理相关事宜。另外，第六军团将通令所属部 队，强化官兵演习期间警觉。 对于台军7月9日开始的"汉光41号"演习，国务院台办发言人陈斌华表示，民进党当局顽固坚持"台独"分裂立场， 为煽动两岸对立对抗，一再浪费民脂民膏，大搞"全民皆兵"，不惜将台湾民众绑上"台独"战车，不断升高台海紧 张局势，妄图"以武谋独"、"备战谋独"，只会进一步破 ...

Macro News - The Russian Ministry of Defense reported on July 9 that the Russian military conducted a cluster strike on Ukrainian military airport infrastructure, achieving all designated targets [1] - Ukraine's President Zelensky stated that Russia launched a new round of large-scale attacks on multiple Ukrainian cities, with a total of 741 aerial targets identified, most of which were intercepted [1] - The Ukrainian Armed Forces reported 112 battles on the front lines on the same day, successfully repelling Russian advances in multiple directions [1] Defense and Trade - The Trump administration has resumed the shipment of certain weapons to Ukraine, including 155mm artillery ammunition and precision-guided rockets, following a one-week pause [2] - President Trump announced a 50% tariff on all Brazilian products starting August 1, 2025, which Brazilian officials deemed unfair, emphasizing that Brazil is not a problem for the U.S. [2] - The precious metals market is experiencing price consolidation, with ongoing trade negotiations between the EU and the U.S. and new tariff threats from the Trump administration affecting market sentiment [2] - Recent U.S. economic data showed a non-farm payroll increase of 147,000 in June, surpassing market expectations, while the unemployment rate fell to 4.1%, impacting interest rate expectations [2] - The market anticipates potential interest rate cuts starting in September, influenced by trade policy clarity and economic data trends [2]

Group 1 - The U.S. government has resumed the shipment of certain weapons to Ukraine after a one-week pause ordered by the Department of Defense [1] - The weapons being sent to Ukraine include 155mm artillery ammunition and precision-guided rockets, although the specific start date for these shipments remains unclear [1]

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]

【环球时报驻德国、西班牙特约记者 青木 徐永晟】欧洲股市的风向正在悄然转变。由于北约峰会临 近、中东局势恶化、俄乌冲突等地缘政治事件，欧洲各国纷纷改变政策导向，提升国防预算。在这种形 势下，欧洲的防务军工行业迅速崛起，成为资本青睐的新焦点。据西班牙媒体《五日新闻》18日报道， 德国最大的国防企业——莱茵金属将于20日取代法国奢侈品制造商开云，跻身欧洲蓝筹股指数——欧洲 斯托克50指数（涵盖欧元区50家最大的上市公司）。 据德国《商报》18日报道，莱茵金属周三发布公告称，该公司目前正在与全球最大的军工初创公司美国 安杜里尔展开合作，联合制造无人机。通过此次合作，莱茵金属将获得安杜里尔的"梭鱼"和"狂怒"无人 机的欧洲版本。 《焦点》周刊称，成立于1889年的莱茵金属是一家总部位于德国杜塞尔多夫的国防集团和汽车供应商， 主要生产坦克、火炮和机枪等武器系统。2024年，莱茵金属的全球销售额达97.5亿欧元，创下新高，预 计今年销售额将进一步增长25%至30%。莱茵金属的市值达746亿欧元，目前是德国DAX40指数中市值 第六高的公司。截至18日上午，其股价为1747欧元。一年之内，其市值从493.6欧元增至目前的水 ...

本次选举职工代表董事工作完成后，公司第四届董事会中兼任公司高级管理 人员以及由职工代表担任的董事人数总计未超过公司董事总数的二分之一。 特此公告。 北京北摩高科摩擦材料股份有限公司董事会 附件：职工董事简历 赵翔个人简历 证券代码：002985 证券简称：北摩高科 公告编号：2025-024 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 北京北摩高科摩擦材料股份有限公司（以下简称"公司"或"本公司"）于 审议与民主选举，一致同意选举赵翔先生（简历见附件）为公司第四届董事会职 工董事。赵翔先生将与公司 2024 年年度股东大会选举产生的 3 名非独立董事、 大会审议通过之日起生效。 赵翔先生，1984 年出生，中国国籍，无境外永久居留权，北京科技大学博士 研究生学位，现任北摩高科公司副总工程师。 主要业绩：自 2016 年入职北摩高科公司，负责和谐号、复兴号高速动车组 闸片的研制及开发，研制民航波音系列、空客系列、歼击机、轰炸机、无人机等 多型号飞机刹车盘副，轻/重型主战坦克、特种战车、火炮车等装甲车辆刹车盘 副及湿式离合器片项目研制任务；历任科研中心技术员、 ...

加总理提供国防开支细节，或是美加贸易协议达成的迹象 金十数据6月9日讯，加拿大总理卡尼表示，将把今年的国防开支提高到GDP的2%，达到北约的目标。 这笔开支将用于建造新的潜艇、飞机、舰船、武装车辆和火炮，以及新的雷达系统。支出的增加比计划 提前了5年，卡尼表示，未来几年投资将继续增加。上周，一系列迹象表明，加拿大和美国即将达成一 项贸易协议。美加大使证实了秘密会谈。财经网站Forexlive分析师认为，最大的问题是何时达成，一些 报道称双方希望在6月15日加拿大七国集团会议开始之前完成（特朗普将参加）。军费开支一直是美国 提出的"要求"之一，卡尼这次宣布的内容可能会解决这个问题。 ...

加拿大总理卡尼：加拿大将在本财政年度增加国防支出，以达到北约2%的GDP目标。加拿大将购买新 潜艇、飞机、舰船、武装车辆和火炮，以及新的雷达系统和无人机。 ...

Group 1 - The "Huan Ta Happy Week" event organized by Great Wall Motors in Kashgar, Xinjiang, marks a continuation of activities following the 2025 Huan Ta Rally, showcasing the company's strong performance in the rally with multiple awards in different categories [1] - Great Wall Motors' Vice General Manager Wang Chao announced China's first "Off-Road Skills Grading Standard," which, along with previously released standards, forms a comprehensive grading system assessing off-roaders' capabilities and safety across four dimensions: experience, equipment, theory, and driving [3] - The off-road skills will be categorized into four levels, from beginner to professional, with each level unlocking new skills and capabilities, and the system will also include training opportunities through an upcoming off-road route book app [3] Group 2 - Chairman Wei Jianjun emphasized the importance of safety in off-road activities and the company's goal to guide enthusiasts in enjoying off-roading safely through the newly released grading system [3] - Great Wall Motors plans to introduce more models like the V6 Cannon, which require only minor modifications to participate in competitions, aiming to lower the barriers for more people to engage in off-road activities and professional events [4]

Core Insights - Great Wall Motors has achieved significant success in the recent Rally event, winning multiple awards in different categories, indicating a strong position in the off-road vehicle market [2] - The company is focusing on off-road vehicle development as a strategic move to differentiate itself in a competitive market, emphasizing product diversification and specialization [3] - Great Wall is actively building a comprehensive off-road ecosystem, including technology advancements and community engagement, to strengthen its market position [4] Group 1: Performance and Achievements - Great Wall Motors' Hi4 team won the T2.E production new energy group championship at the Rally event, while its Haval and Tank teams secured top positions in the T2.1 fuel group [2] - In May, Great Wall sold 102,200 vehicles, marking an 11.78% year-on-year increase, with Haval brand sales growing by 22.58% to 58,000 units [3] Group 2: Strategic Focus - The company is concentrating on off-road vehicles as a key strategy to navigate market competition, with a focus on creating a "blue ocean" through product differentiation [3] - Great Wall aims to leverage its new energy off-road technology to support its transition to electric vehicles while solidifying its position in the off-road segment [3] Group 3: Technological Advancements - Great Wall has introduced the Hi4 intelligent four-wheel drive technology and plans to release additional technology frameworks in the coming years, enhancing its technical capabilities [3] - The company has established a grading system for off-road capabilities based on various performance metrics, which will help in standardizing and promoting its off-road vehicles [4]