绝代双骄

【观点】光大期货：沥青受成本及原料供应支撑，短期偏强_我的网站

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     The groundless accusations made by US Ambassador to Argentina Peter Lamelas against Chinese companies, including Huawei, and the Chinese government at a recent US commerce chamber's event "are baseless smears that deliberately overstretch the concept of national security in an attempt to create market panic," a spokesperson for the Chinese Embassy in Argentina said on Friday.
During Energy Forum 2026 in Buenos Aires held by the American Chamber of Commerce on Thursday, Lamelas claimed that "China requires companies to give the Chinese state access to any data that passes through its technology and AI networks" and that "the involvement of Chinese companies in strategic sectors of the economy could hinder the arrival of new foreign investment."
The Chinese Embassy spokesperson said, "China reiterates that the Chinese government attaches great importance to, and protects in accordance with the law, data privacy and security. It has never required, and will never require, any company to violate local laws by providing data to the Chinese government, or by collecting or storing data on its behalf."
Local media reported that Lamelas' remarks were "the latest example of pressure from Washington on Buenos Aires to limit Beijing's role in strategic sectors of Argentina's economy."
The US ambassador recently sent a letter to a local electricity distributor questioning its plans to reach a technology agreement with Chinese telecommunications giant Huawei.
"In fact, Huawei is one of the companies with the best track records in cybersecurity and data security in the world. It was the first to publicly commit to a no-backdoor agreement and remains the only telecommunications company that accepts third-party testing and supervision," said the spokesperson of the Chinese Embassy.
What the US is doing is fundamentally driven by a Cold War mentality. The "small yard, high fence" approach runs counter to the trend of the times. Protectionism will not make the US stronger. Exclusive measures that disrupt market order also do not serve Argentina's need for an open economy, the spokesperson noted, adding that Argentina, in particular, does not need anyone lecturing it on how to better attract foreign investment. 
"We urge relevant US personnel to stop hyping the so-called 'China threat' and instead do more concrete things that truly contribute to regional stability and development," said the spokesperson.
Global Times
。    周二，上期所沥青主力合约BU2610收涨1.24%，报4554元/吨。本周地缘局势升温，海峡通行问题再次发酵，沥青受成本推涨、原料紧张及低库存三重助推，价格表现强势。从9月地炼排产来看，排产基本环比持平，后续原料供应问题再度浮现。虽然总量难以出现紧缺，但市场更偏好性价比高的资源，现货资源重回紧张叙事；叠加旺季基建和养护项目施工窗口打开，沥青终端刚需采购及备货需求存在稳步修复提升预期，供需缺口存在扩大预期。短期BU绝对价格跟随油价表...。

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Published on:07:46:14