孤岛惊魂

UK Follows US in ‘Upgrading’ Taiwan Ties & Escalating Tensions With China, Analysts Say_我的网站

A |     The timing of the London visit by Taipei’s trade negotiator John Deng was important, says Dr. Victor Teo, political scientist specializing in international relations in the Asia-Pacific, because if China were to join the Comprehensive and Progressive Agreement for Trans-Pacific Partnership (CPTPP) before the island, “it would mean the certain exclusion of Taiwan from this trade body in the future.”,After the reported trade talks in London on 16 June, Beijing, whose official policy envisions a peaceful unification of Taiwan with Mainland China, was quick to reiterate its stance.,“Taiwan is an inseparable part of China, it is not a country, which is universally recognized by the international community,” a Chinese diplomatic spokesperson was cited by Politico as saying.,The UK Trade Department stopped short of offering any clarifications, while confirming the meeting of its officials with Deng.,The British side was governed by “political and economic interests” when it opted to risk igniting China’s wrath, suggests Dr. Victor Teo.,The trade talks between the UK and Taiwan may also reflect a “change in UK’s policy toward Taiwan as a result of changes in its China policy,” notes Dr. Zhang Baohui, director of the Center for Asian Pacific Studies at Lingnan University in Hong Kong.,“The US led this trend by comprehensively upgrading its relations with Taipei since the Trump administration,” says Baohui, adding that Britain tended to tread with caution in its relations with Taiwan in the past. However, now the UK is “adjusting its China policy.”,The clash over Hong Kong, according to Dr. Zhang Baohui, “significantly enhanced their differences and mutual strategic mistrust.”,“For example, it sent an aircraft carrier to the South China Sea last summer, very much to the disliking of Beijing. The UK also formed a new trilateral security mechanism with Australia and the US last year while not naming China as its target. The UK's trade talk with Taiwan could be consistent with this new trend,” he said.,Beijing's reaction to any improper statement such as challenging Taiwan as an inseparable part of China can be expected, insisted Dr. Chang Ching, research fellow at the Taiwan-based Society for Strategic Studies.,However, the British government has a clear policy towards the sensitive One-China issue, the prominent military expert on the People's Liberation Army and regional security in Taiwan noted.,China Urges US to ‘Revoke Arms Sales Plan’ With Taiwan on News of $120 Million Deal for Ship Parts9 June, 20:46 GMT,“In the aspect of trade and commerce, any discussion with representatives from Taipei regarding the participation in the Comprehensive and Progressive Agreement for Trans-Pacific Partnership trading arrangement does not violate the One-China principle kept by Her Majesty's government. Nonetheless, it is originated by a media report and cannot be fully verified as the British official position,” he stated.,Dr. Chang Ching advised against defining such a statement as a “policy shift” within British government diplomacy.,US Provokes China in New Row Over Taiwan17 June, 09:14 GMT,‘Trade With China’ Factor,Regarding the regional fallout from a possible row between the UK and China over Taiwan, it is too early to predict the consequences, according to Dr. Zhang Baohui.,Underscoring that unlike Sino-US relations, Britain and China are not “strategic competitors,” he clarified:,“The UK has already boosted its presence in the region by its new trilateral security pact with Australia and the United States. It has also enhanced defense cooperation with Japan, by jointly developing the next generation jet fighter. However, Britain should have less incentives, compared to the US to have a contentious relationship with China.”,Sino-British relations should not have a major impact on the region in the foreseeable future, Dr. Zhang Baohui concluded.,Any spat over Taiwan would boost tensions in UK-China relations and West-China relations, Dr. Victor Teo suggested, but underscored the “declining economic circumstances” currently being faced by many countries. Accordingly, trade with China would likely become more important, according to him.,“As most Western countries have agreed on the 'One China Principle', it is hard to see how they can persist in promoting Taiwan’s interests steadfastly at the expense of their relationship with China,” Dr. Victor Teo said.,A row between London and Beijing would not affect anything in the region at all, Dr. Chang Ching asserted, adding:,“After all, Beijing is very near and London is too remote."。    　　继昨日大涨12%后，蘅东光今日（8月25日）再度长阳，截至收盘，其全天涨幅达6.87%，股价报收481.44元，在全市场位列第13位，同时盘中股价一度攀升至497.80元，逼近此前于今年6月录得的历史最高纪录。注：蘅东光近日持续走高（截至8月25日收盘）　　股价四日涨近四成，融资余额北证第二　　作为北交所股价和市值的“双冠王”，蘅东光的股价动向一直是市场关注焦点。本月以来，其股价持续攀升，截至今日收盘，月内累计涨幅已达112.18%，近4个交易日便贡献了近四成涨幅。目前，蘅东光股价报收481.44元，意味着仍需上涨约13.4%，方能突破今年6月创下的历史高点。　　从资金面来看，蘅东光近日融资余额有所回落。截至8月24日数据，其当前融资余额达3.27亿元，近2个交易日累计遭融资客减持0.39亿元，降幅接近一成比例。

B | 其中，蘅东光8月21日、24日融资净卖额分别达2216万元、1657万元。从全年行情上看，其融资余额仍处于年内高位水平。注：蘅东光近期融资余额变动情况（截至8月24日数据）　　从整个北交所个股层面来看，蘅东光目前的融资余额排名位居第二，仅次于戈碧迦（4.01亿元）。此外，另有11只北交所股的融资余额也在1亿元以上，分别为锦波生物、贝特瑞、连城数控、中科仪、曙光数创、长虹能源、并行科技、纳科诺尔、星图测控、艾融软件、民士达。注：北交所股融资余额排行榜（截至8月24日数据）　　北证百元标的扫描，两只股为年内上市　　受今年以来活跃行情提振，北交所股年内也表现活跃，截至今日收盘，当前共有6只百元股，较去年年末时的4只，增长了50%。按行业分布来看，上述6只个股所属板块较为分散，涵盖通信设备、医疗美容、自动化设备、IT服务、光学光电子、自动化设备板块。其中，鸿仕达、新睿电子为年内上市的新股。注：北交所高价股（截至8月25日收盘）　　具体个股来看，截至今日收盘，蘅东光以481.44元的股价高居北交所榜首，而位列次席的锦波生物则为上一代“北证股王”。

C | 回顾其巅峰时刻，锦波生物曾于2025年5月21日一度录得577.50元的历史最高收盘价，在当时全市场个股中位列第三，仅次于贵州茅台（1580.97元）与寒武纪（666.49元）。　　从量能维度来看，北交所本月日均成交额超2亿元的个股共18只。

D | 头部梯队中，蘅东光以6.75亿元领先，戈碧迦、杰理科技分别以6.28亿元、4.45亿元位列其后。第二梯队则聚集了中科仪、惠丰钻石、信胜科技、森合高科、双英集团、鸿仕达、长鹰硬科、科力股份等活跃标的。注：北交所个股月内日均成交额排行榜（截至8月25日收盘）（文章来源：财联社）。

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