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一 |     UK Prime Minister Boris Johnson has come up with a plan to repurpose arable land which is at present used for crop-based biofuels so that more food might be grown as food prices and inflation soar.,However, officials of US President Joe Biden made it clear on 26 June that Washington wouldn't "okay" Johnson's initiative in a bid to protect American farmers and avoid breaking climate commitments. According to the British daily newspaper, The Daily Telegraph, Germany appears to back the British premier's plan whereas Canada and the US have rejected it. Johnson's plan needs the unanimous support from all G7 nations for it to fly.,"I think the rift is one that happens periodically between the UK and US - without minimizing the significance, there have been tensions on trade issues for some years now (including the tariffs imposed by the Trump administration on the UK). How serious it becomes is questionable," says Professor Robert Singh, specialist in contemporary US politics at the University of London's Birkbeck College.,UK on Collision Course With US as BoJo Set to Prioritize Food Production Over Green Energy06:06 GMT,Previously, Johnson and Biden clashed over Brexit customs issues and the Northern Ireland Protocol with the American president reportedly accusing the British premier of "inflaming" Irish tensions ahead of the 2021 G7 Summit in Cornwall.,Given the record of friction between Biden and Johnson, it appears likely that if the UK does legislate to revise the Northern Ireland Protocol (NIP), Washington will react negatively, Singh suggests. Downing Street has published a Bill proposing to change the protocol unilaterally in favor of British businesses and communities. It would also grant the British government powers to amend the agreement further if appropriate.,"It's possible that [the NIP amendment] could then inflame the trade issue further," says Singh. "[I]t will worsen the Johnson government's record, at a time when the cost of living crisis, inflation, and many other problems are piling up. It's probably, on balance, yet another own goal by Johnson - an unnecessary diplomatic row that was avoidable.",To complicate matters even more, Johnson skipped a climate summit hosted by Biden for world leaders earlier this month, despite 15 other heads of state and government attending the virtual gathering. According to Politico, the premier's absence "reverses a previous snub from Biden" who declined to attend a climate meeting Johnson hosted on the sidelines of the UN General Assembly in 2021.,Yet another diplomatic row rocked London and Washington after the UK issued licences to four British flagged vessels to fish for Patagonian toothfish - also known as Chilean seabass - near Antarctica. Earlier, a 26-member fishing regulatory body, the Commission for the Conservation of Antarctic Marine Living Resources (CCAMLR) set specific catch limits for the species. The US immediately accused Britain of breaching the commission's rules, rendering the catch illegal. The feud could lead to an import ban on Patagonian toothfish, according to the media.,Northern Ireland Protocol Used as Proxy in Tory Efforts to Unseat BoJo, Legal Expert Says14 June, 18:55 GMT,UK-US Spat Can be Fixed Quicker Than That Between UK and EU,The UK-US tensions are unlikely to lead to a serious breach in relations in the near future, insists Dr Roslyn Fuller, director of the non-profit think-tank Solonian Democracy Institute and the author of the book Beasts and Gods: How Democracy Changed Its Meaning and Lost Its Purpose.,"Johnson and Biden are both career politicians and will probably behave pragmatically," says Fuller. "Even were they to exaggerate their differences in the press to play to their respective electorate, this would be unlikely to affect their highly connected working relationship greatly.",Though the NIP issue could cause some additional tensions between the UK and the US, the nations are likely to solve relatively minor dilemmas, such as the spat over the toothfish catch, according to the author.,"As the two major English-speaking powers and neoliberal nations that have cooperated intensely on military matters in the past, it would be quite stupid on their part to indulge in any serious in-fighting," she says. "I think the US is paying increasing attention to Germany as the remaining European superpower, but that doesn't necessarily have to come at the expense of the British.",However, when it comes to the UK and the EU, the rift between them indeed appears to be deepening, according to Fuller:,"Britain also obviously lost faith in the EU and its regulatory regime, and clearly wants to go its own way to the extent that it can," the author says. "This is thus an example of increasing global fragmentation."。

二 |     K图 603221_0  8月25日晚,曾“13天12板”的跨界大牛股爱丽家居发布半年报。报告期内,爱丽家居实现营业收入4.83亿元,同比下降6.34%;归母净利润亏损3847.95万元,同比由盈转亏。
  爱丽家居主营业务为PVC弹性地板的研发、生产与销售,生产模式主要为国外PVC弹性地板品牌商、贸易商提供ODM产品。从消费市场来看,北美、欧洲地区消费者对PVC弹性地板认可度高,是全球最主要的消费市场,但受限于高昂的人工成本、有限的本土产能,全球PVC弹性地板产能主要集中于国内,行业整体以出口外销为主要经营模式。  爱丽家居在公告中表示,受营业收入下滑叠加海内外生产基地尚处于产能建设爬坡阶段等阶段性多重因素综合影响,公司报告期整体业绩承压。利润下降的主要原因则为受国际贸易环境持续趋紧等影响,公司境内工厂业务量缩减,单位人工成本和单位制造费用上升;以及受汇率波动影响,汇兑损失增加。Image  与不断缩减的经营业绩形成鲜明对比的是,近一段时间以来爱丽家居短期股价连续飙升。  爱丽家居于7月20日晚间披露跨界半导体收购计划。根据公告,公司拟以不超过6.5亿元现金,收购武汉欧康诺电子科技股份有限公司不低于77.08%的股权。收购完成后,欧康诺将成为爱丽家居控股子公司。  7月21日至8月18日,爱丽家居股价累计涨幅高达214.80%,在13个交易日中收报12个涨停板。其间,公司两度停牌核查,分别为8月3日至8月5日、8月11日至8月17日。8月18日,爱丽家居复牌后再次涨停,收盘价创下30元/股的历史纪录。Image  8月18日晚间,上交所针对爱丽家居相关情况发布通报,指出部分投资者在交易该股过程中存在影响股票交易正常秩序的异常交易行为,上交所依规对相关投资者采取了暂停账户交易等自律监管措施。8月19日,爱丽家居股价跌停。  截至8月25日收盘,爱丽家居最新股价报26.92元/股,总市值达65.22亿元。

三 | (文章来源:上海证券报)。

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