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

A |     　　8月25日晚间，多家A股公司交出业绩翻倍，甚至数十倍高增长的中报成绩单。    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.”。

B |
　　欧科亿（688308）半年报显示，公司上半年实现营业收入12.07亿元，同比增长99.96%；实现归属于上市公司股东的净利润3.71亿元，较上年同期大幅增长47734.24%。

C | 关于业绩爆发的原因，一是受碳化钨等主要原材料价格上涨影响，公司通过产品价格调整，夯实了产品盈利能力；二是公司进一步完成产品结构升级，数控刀具产品销量实现同比增长；三是去年同期业绩基数较低。　　中红医疗（300981）2026年上半年实现营业收入14.78亿元，同比增长19.46%；归母净利润1.59亿元，同比大幅增长2662.38%，扣非净利润扭亏为盈。

D | 公司表示，报告期内，受中东地缘冲突等因素影响，健康防护手套销售价格上涨，产品毛利率显著提升，叠加公司持续降本增效，带动盈利能力和利润水平同比大幅上升。　　多家行业龙头同样公布了上半年业绩大幅增长的经营成果。　　钾锂龙头盐湖股份（000792）上半年实现营业收入130.52亿元，同比增长79.88%；归母净利润61.69亿元，同比增长137.88%。

E | 公司钾锂双主业格局稳固，锂产品营收56.01亿元，同比增长255.53%，毛利率达83.46%，同比大幅提升29.28个百分点；钾产品营收71.37亿元，毛利率62.59%。　　光纤龙头杭电股份（603618）上半年实现营业收入50.97亿元，同比增长12.66%；归母净利润3.93亿元，同比增长938.67%。上半年公司经营呈现电力电缆业务保持稳定、光通信业务增收增利、铜箔业务稳步推进的态势，AI发展带动数据中心成为最大的新增需求。二级市场上，杭电股份自今年2月启动上涨行情，短短4个月时间，股价累计涨幅突破500%。　　化纤龙头桐昆股份（601233）上半年实现营收527.09亿元，同比增长19.36%；归母净利润42.22亿元，同比增长285.03%。行业层面，今年上半年行业供需关系持续优化，行业去库、产能自律调整成效显现，叠加下游纺织、服装、家纺等终端需求增速保持韧性，行业景气度稳步上行。公司主业PTA、涤纶长丝等产品加工价差较2025年同期修复明显，盈利能力得到进一步提升。　　存储主控芯片龙头联芸科技（688449）上半年实现营业收入8.54亿元，同比增长40.08%；归母净利润达5.20亿元，同比增长825.54%，业绩向好主要受益于存储主控主业出货量稳步增长、新产品出货推进放量。（文章来源：证券时报）。

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