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Angola to Play Peacemaker by Hosting DR Congo-Rwanda Meeting Amid Threats of War_我的网站

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一 | DRC President Felix Tshisekedi and his Rwandan counterpart, Paul Kagame, will travel to Luanda on Wednesday for talks, Patrick Muyaya, a spokesperson for Tshisekedi, told the Associated Press (AP) on Tuesday.,“They will be discussing Rwanda’s aggression in Congo,” Muyaya told the AP, adding it “is obvious” that Kinshasa still believes that Kigali has not just given the M23 rebel group its support, but has sent Rwandan soldiers to fight alongside them in eastern Congo’s North Kivu Province.,Kigali has denied both claims and levied similar ones at Kinshasa, saying they support the Hutu Power group Democratic Forces for the Liberation of Rwanda (FDLR), a militia in North Kivu descended from those who carried out the genocide of Rwandan Tutsis and Twa in 1994. In North Kivu, the FDLR and M23, a primarily Tutsi group, oppose each other.,“That is the same story for 20 years ago. Why would Congo be supporting them to shell Rwanda territory? Those accusations are not true,” Muyaya told AP. “We have to deal with hundreds of armed groups inside the country and we have been talking to all neighbors about a common strategy to end foreign armed group activities.”,© Paul EllisDemocratic Republic of Congo's President Felix Tshisekedi delivers his message during a session on Action on Forests and Land Use, during the UN Climate Change Conference COP26 in Glasgow, Scotland, Tuesday, Nov. 2, 2021.Democratic Republic of Congo's President Felix Tshisekedi delivers his message during a session on Action on Forests and Land Use, during the UN Climate Change Conference COP26 in Glasgow, Scotland, Tuesday, Nov. 2, 2021.© Paul Ellis,Lourenco has already established himself as a mediator in this dispute after securing the release of two Rwandan soldiers from Congolese custody in May. The soldiers had been taken from the Rwandan side of the border by the FDLR, according to Kagame’s government.,A previous conflict between Hutu and Tutsi groups in eastern Congo, in the aftermath of the 1994 genocide, led to the outbreak of the bloody Congo Wars, which drew in dozens of African nations and killed millions, mainly in DR Congo. The conflict is often referred to as “Africa’s World War” due to its destructiveness and scope.,In late June, the East African Community took action to try and calm tensions, voting to send troops to North Kivu to help keep the peace. A United Nations peacekeeping force has long been present in the area, with some 14,000 troops whose purpose is to keep different militia groups from fighting each other or brutalizing the local population.,The situation in North Kivu began to deteriorate last year after the M23, a group that disarmed in 2013, rebelled, claiming Kinshasa had not honored the terms of its demobilization. A series of infractions by both sides have turned up the tension, including the soldiers’ kidnappings, rockets flying across the border, and more.,© AP PhotoPresident Emmanuel Macron of France hosted Rwanda's President Kagame at the Elysee Palace last year as he sought to thaw relationsPresident Emmanuel Macron of France hosted Rwanda's President Kagame at the Elysee Palace last year as he sought to thaw relations© AP Photo,“If it wants war, it will have war,” Tshisekedi said of Rwanda late last month after M23 captured the city of Bunagana on the Rwandan border.,A separate incident earlier this week unfolded elsewhere in North Kivu. In the city of Beni, a Ugandan soldier “inadvertently shot … two of his comrades,” a spokesperson for the joint Congo-Uganda military mission there told reporters on Tuesday. He added that the soldier was under arrest.,Last month, Kampala and Kinshasa agreed to extend their six-month joint military operation in North Kivu for an unspecified period of time. The Ugandan military sent 1,700 troops into the area in December 2021 to help fight the Allied Democratic Forces (ADF), an Islamist rebel group that has long operated there but which in 2021 declared its allegiance to Daesh* and has been blamed for terrorist attacks in Kampala and across North Kivu. The group is of Ugandan origin but fled across the border into DR Congo in the 1990s.,*Daesh (also known as ISIS/ISIL/IS) is a terrorist organization banned in Russia and many other countries。

[ 行业] 本周行业事件较多，新势力方面，蔚来1季报：现金水平大幅下滑，留给蔚来的时间不到1年。不过Q2销量指引不错，边际改善的确定性非常强，但也仅限Q2。尊界S800让华为回到舒适的高端市场，不过尊界未来有非常大的可能会在品牌立住后，价格下探,未来当门面使用，尚界会挑起销量基本盘的大梁。传闻较久的东风和长安合并落空，内部阻力大，国资委把它们留给市场。国资委提出合并时机恰当，但阻力大。中汽协和工信部接连反对无序“价格战”，我们从美国历史3次价格战反观中国当下价格战。商务部关注“零公里二手车” 产能过剩是根本原因。魏建军点名批评“零公里二手车”怪象，扰乱市场秩序。

2025年6月3日美股盘前，蔚来汽车发布2025年一季度财报，披露上述数据。

二 | 北京时间6月3日晚，蔚来公布2025年第一季度财报。公司一季度交付42094台，同比增长超40%；一季度营收超120亿元，同比增长超21%；一季度整车毛利率10%；二季度交付指引7.2万台至7.5万台，同比增长25.5%至30.7%，二季度交付预计环比大增71%—78%。汽车销量：未完成一季度目标一季度，蔚来汽车交付4.2万辆，同比增加40.1%、环比42.1%；同期，汽车销售额同比增长18.6%、环比减少43.1%。蔚来汽车为2025年设立的销量目标是44万辆，一季度仅完成不到1/10。汽车收入：再次低于市场预期单车收入本季度23.6万，环比下滑0.4万元，又来到了历史新低，且低于市场预期的24.1万，但蔚来一季度由于对老款库存车折扣加大+L60占比环比提升的车型结构的负面拖累，可以理解。

本季度在手现金大幅下滑，速度之快令人惊讶本季度蔚来在手现金仅260亿，环比上季度下滑了有159亿元，这种下滑幅度如此之快超出市场预期。

三 | 短评：在没有新一轮融资的支持下，蔚来在手现金已经不够支持公司运营一年。虽然二季度是有边际改善的确定期，但过了2季度，蔚来销量维稳又面临新一轮问题，尤其在5566改款力度很小，蔚来的毛利率能支撑降价空间有限，而乐道L90+L80显然也不是走量车型，但蔚来已经没有再试错的机会。一旦蔚来销量在三季度又开始呈现继续下滑趋势，乐道L系列再失败，如果没有外部输血，股东自发融资等手段，卖车力度不足以自救的话，资金流有断裂的风险。

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