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China, India Binge Buy Russian Energy, Nearly Double Last Year’s Purchases Amid West's Restrictions_我的网站

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A |     China and India’s oil, coal and gas purchases pumped some $24 billion in revenue into Russia’s coffers between March and May, nearly doubling the $13 billion the Asian giants spent during the same period in 2021, China Customs and India Trade Ministry data has shown.,The People’s Republic accounted for over 78 percent of the revenue - $18.9 billion. India, for its part, bought $5.1 billion in Russian energy – quintupling purchases it made a year ago by taking advantage of discounts on crude made as Moscow maneuvered to shift supplies away from the European and US markets.,Lauri Myllyvirta, lead analyst at the Finland-based Centre for Research on Energy and Clean Air (CREA), predicted that the Asian giants aren’t likely to stop their Russian energy binge anytime soon amid rising energy prices, and the West’s politicized decision to ban Russian crude oil and coal, and to limit gas imports.,EXCLUSIVE: New Delhi Does Not Support Attempts to Isolate Russia, Says Russian Ambassador to IndiaYesterday, 10:29 GMT,CREA figures indicate that China overtook Germany in the first 100 days after the escalation of the Ukraine crisis in February, but that the European market still accounted for a majority of top ten importer nations during this period.,China was the biggest importer of Russian energy in the first 100 days after the invasion, according to @CREACleanAir, and India's rise this year has been dramatic. Still, Europe as a bloc has made up the bulk of Russia's energy sales https://t.co/O7rTG4iI0p pic.twitter.com/rVuXsPv1nU— Dan Murtaugh (@danmurtaugh) July 6, 2022,Combined with Russian discounts, the possibility of ruble-yuan payments (and a similar ruble-rupee scheme currently being finalized), the BRICS nations have enjoyed a dramatic ramping up of the type of ‘win-win’ cooperation consistently talked about by Chinese officials, with Moscow ‘winning’ new markets, and Beijing and Delhi a cheap and dependable source of energy.,Iran Asks to Join BRICS27 June, 17:19 GMT,Sanctions Rebound,The United States banned the import of most (but not all) Russian energy in March, with the European Union following suit in the months to follow by banning Russian coal and fertilizers (which is an energy-intensive sector), promising to “phase out” Russian oil, and searching for alternatives to Russian natural gas.,While these measures were meant to “punish” Russia for its military operation in Ukraine, their impact so far has been to send already high energy prices and inflation soaring, and sparking fears of a steep recession.,Germany, the European industrial giant accounting for more than a quarter of the EU’s GDP, has been hit hard by the self-inflicted dual calamities of inflation and spiking energy costs. On Sunday, German Trade Union Confederation chairwoman Yasmin Fahimi warned that “entire branches” of the country’s industry, including aluminum, glass and the chemical sectors, are at risk of “collapsing permanently” thanks to the gas shortages. Germany depended on Russia for 40 percent of its gas and a quarter of its oil before the escalation of the Ukraine crisis.,No Plan C: Europe Facing Trouble as Norway's Oil, Gas Production DecliningYesterday, 15:27 GMT,Even the US, where Russian crude oil accounted for just one percent of total consumption in 2021, has been affected by the Biden administration’s energy ban, with gasoline prices setting records and sending shockwaves of price hikes reverberating on all other sectors of the economy dependent on road transport.,US and EU officials have reacted with general indifference to ordinary citizens’ economic distress, with President Biden blaming Russia and calling inflation and the gas price jump “Putin’s price hike,” while in Brussels, European Commission President Ursula von der Leyen has recommended that people simply ‘turn down the thermostat a couple degrees’ to compensate for lost Russian energy. On Monday, EU high representative for foreign affairs and security policy Josep Borrell admitted that the transition away from Russian gas and oil is creating “serious difficulties” for members’ economies, but stressed that “this is the price which we must pay to defend our democracies and international law.”。    R图 600403_0  今日,A股震荡调整,上证指数再度失守3900点,深证成指跌破14000点,科创综指跌超3%击穿1900点,创业板指亦跌逾3%在3400点附近才稍获支撑。近4000只个股下跌,成交小幅放大至2.02万亿元。
  盘面上,保险、银行、电信服务、石油化工等板块涨幅居前,玻璃玻纤、生物制品、航天装备等板块跌幅居前。  数据显示,银行获得逾46亿元主力资金净流入,非银金融获得逾25亿元净流入,食品饮料、公用事业均获得超10亿元净流入,煤炭则连续9个交易日获得净流入。电子遭主力资金净流出逾256亿元,通信净流出逾93亿元,医药生物净流出逾59亿元,计算机净流出逾37亿元。  概念板块方面,大金融获得逾68亿元主力资金净流入,央企概念、跨境支付均获得逾超30亿元净流入,汇金持股概念、白酒、电力等板块均获得超10亿元净流入。华为概念、新基建、消费电子、人工智能等板块均遭主力资金净流出超百亿元,芯片、苹果概念、新材料等板块也净流出超50亿元。

B |   贵州茅台获得逾14亿元主力资金净流入,红星发展获得逾11亿元净流入,融捷股份、中国平安均获得超10亿元净流入,中微公司、盈新发展、湖南白银等也都获得超亿元净流入。图片  煤炭股今日逆市高开高走,临近收盘时更是出现放量拉升走势,板块指数创2个半月来新高。大有能源临近尾盘放量垂直涨停,美锦能源、上海能源亦强势涨停。

C | 图片  从7月开始,电力需求进入迎峰度夏旺季,电力负荷接连创历史新高,煤炭作为电力保供的“压舱石”,在极端高温天气下发挥了关键的兜底保障作用,电煤近来消耗增加库存减少。  Mysteel统计显示,截至上周五(8月21日)全国493家燃煤电厂日均耗煤445万吨,环比增加3.6万吨;库存9389万吨,环比减少48.5万吨;库存可用天数为21天。  但供给端由于安监趋严等因素影响,原煤产量同比、环比均大幅度下降。国家统计局数据显示,7月份,全国原煤产量34321万吨,同比下降10.1%,环比下降9.9%。  供给减少需求增加,煤炭价格节节攀升。我的钢铁网数据显示,8月以来,动力煤价格上涨超30元/吨,近半年累计大涨超130元/吨。  贵金属概念尾盘也出现放量异动走势,板块指数连续第7日上涨,创4个多月来新高。湖南白银在距收盘最后约10分钟封死涨停,四川黄金亦在尾盘频频触及涨停价,盛达资源、西部黄金、招金黄金等尾盘均出现放量上攻走势。图片  美债风险仍在不断外溢,资金纷纷买入黄金避险。伦敦黄金现货价格突破4600美元/盎司,创3个多月来新高。国内黄金期货主力合约今日大涨2.86%,再度突破1000元大关。  华金证券认为,A股短期可能延续震荡筑底趋势,反弹未完。

D | 复盘历史,A股超跌反弹后的震荡期,产业趋势上行、强政策催化和盈利增速较高等行业表现占优。当前来看,短期科技成长和部分周期行业可能相对占优。(文章来源:证券时报)。

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