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G7 Idea of Capping Russian Oil Price Will Not Work for Lack of Authority on Market, Prof. Says_我的网站

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一 | K图 000925_0 K图 300522_0 　　随着A股半年报的陆续披露，各路资金的动向也逐渐浮出水面。 The G7 countries held a three-day summit from Sunday to Tuesday in the Bavarian Schloss Elmau. Apart from the member states, five countries — South Africa, Senegal, Indonesia, India and Argentina — were invited as guests. The G7 leaders issued a communique, saying the countries will consider introducing new restrictions on the transportation of Russian oil if Moscow does not agree to reduce oil prices.,"The oil market is a world market of 100 million barrels/day and this idea of capping oil prices for Russian crude would never work. It was not even attempted to cap oil prices in the 1970s at the time of the first oil shock," Furfari said, adding that OPEC is the only "authority" that could be able to influence prices of crude.,The expert went on to say that most of the oil-producing countries are already at their production ceiling anyway and they could not increase it to please the West. Even if European countries and the United States "ask nicely" OPEC to increase production to avoid an increase in oil prices it will not work as "OPEC+ remains deaf to the requests of the US and the Europeans.",US Fears Hike in Oil Prices if EU and UK Ban Insuring Tankers With Russian Oil, Reports Suggest16 June, 12:09 GMT,"The OPEC+ has some influence on the cost of crude oil on the market thanks to their quotas, but they will not come to an agreement with the G7 that would last very long if ever some members did reach such a limited agreement. Do you see Iran or Venezuela helping the US against Russia? Even the Emirates would refuse: they produce at their maximum already," Furfari explained.,He noted that while US President Joe Biden does not want to make Saudi Arabia a so-called "pariah state" anymore, the Saudis will not forget his election campaign pledge to treat them just so.,During the summit, French President Emmanuel Macron was caught on tape telling Biden that neither the United Arab Emirates nor Saudi Arabia could pump more oil to the global market to offset the shortfall in Russian exports.。
　　8月22日，世名科技（300522）、众合科技（000925）发布2026年半年报，刘鑫新进两家公司前十大股东名单。

二 | 　　其中，刘鑫持有世名科技股票600万股，持股比例为1.86%，持股市值约8892万元（以公司股票截至8月21日的收盘价估算，下同）。

三 | 　　期末，他持有众合科技股票1698.91万股，持股比例为2.51%，高居公司第二大股东，持股市值约1.38亿元。　　上半年，世名科技实现营业收入3.25亿元，净利润为148.91万元。　　世名科技主要从事纳米着色材料（色浆）、功能性纳米分散体、电子化学品及智能调色系统等产品的研发、生产及销售。公司旗下辽宁盘锦基地主要生产电子级碳氢树脂、特种UV单体、润滑油添加剂等高端精细化工产品，用于5G高速覆铜板、PCB干膜、UV油墨等高端电子制造及新材料领域。　　盘面上，世名科技股价曾在6月中下旬大幅拉升，此后又在7月中下旬大幅回落。　　众合科技主营涉及空天地立体交通场景、半导体以及大健康等领域。

四 | 其中，公司半导体板块以“半导体单晶硅材料”为核心，业务核心载体之浙江海纳半导体主要产品包括3—8英寸直拉单晶硅锭、半导体级抛光片、研磨片，并提供晶圆再生服务等。　　报告期内，众合科技实现营业收入8.85亿元，亏损1627.04万元。此前，公司股价也曾剧烈波动。　　此外，瑞华泰（688323）2026年半年报显示，截至报告期末，刘鑫持股428.89万股，较第一季度末减少339.67万股。