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图片新闻

酒食节与澳洲邮政200年庆典

六月七日达令港爵士暨布鲁士音乐节

Burwood公园纪念军人服役；Chatswood 中学乐队达令港展示风华

斐济社区悉尼集会 要求斐济结束军政 统治，回归民主

达令港生日

时事经纬
27-07-09

美特使访中东开始其和平使命

米切尔将分别会见以色列和巴勒斯坦领导人。他说：“奥巴马总统决定推动一个确
实全面的阿拉伯和以色列间的和平。这意味著包括了巴勒斯坦和以色列，叙利亚和
以色列，黎巴嫩和以色列之间的和平。” 米切尔将敦促以色列停止在约旦河西岸和
有争议的东耶路撒冷地区扩建犹太人定居点。以色列拒绝接受美国对其完全停止定
居点建设的要求，这也影响了以色列同华盛顿的关系。

巴基斯坦逮捕亲塔利班极端教士
 
巴基斯坦官方说，他们逮捕了《教法换和平》协议的炮制者、伊斯兰极端派领导人
苏菲 穆罕默德。

希拉里呼吁北韩伊朗返回谈判桌

“我们仍然希望北韩返回谈判桌来，成为全球无核化努力的成员。”她说，中国方
面的态度非常积极，并富有成效。“我们一直非常感激他们对制裁行动抱有的正面
倾向，以及他们私下向北韩传达的信息。”

朝鲜外务省称应通过其他对话方式解决朝核问题

朝鲜外务省27日重申不参与六方会谈，并称：“应通过其他对话方式解决眼前的问
题。”“朝鲜视主权和尊严为生命，认为朝鲜是呼之则来挥之则去的国家，其本身
就愚蠢和不可理喻。”发言人认为，六方会谈结构复杂，如果不遵循尊重主权及和
平原则，恐难成立。“美国等六方会谈与会国，如果没有利用联合国安理会试图掠
夺朝鲜发射卫星的权利，事情也不会发展到今天这一地步。”

中国也被朝鲜归类为“六方会谈其他与会国

希拉里澄清俄罗斯没有“萎缩”

希拉里星期天力图澄清拜登的言论。希拉里说，美国将俄罗斯视为一个面临挑战的
“强大国家”。她说，华盛顿希望俄罗斯成为一个“强大、和平和繁荣的”国家，
与美国在北韩和伊朗等问题上共同合作，并阻止核武器的扩散。但克林顿说，俄罗
斯不能在21世纪在东欧拥有一个势力范围，包括乌克兰和格鲁吉亚是否加入北约的
问题。拜登日前告诉华尔街日报，俄罗斯的人口正在萎缩，经济正在衰退，银行系
统可能不会再持续15年的时间。他说，世界正在俄罗斯眼前发生变化，但它仍然守
著过去，试图应付失去一个帝国的局面。

俄国总统就北约东扩警告美国
 
梅德韦杰夫说，许多乌克兰人反对加入北约组织，美国不应违背当地人民意愿寻求
与其他国家结成军事或政治联盟。他还说，北约不会因格鲁吉亚的加盟而受到得到
任何好处。梅德韦杰夫是在美国副总统拜登上周访问乌克兰和格鲁吉亚后在电视上
发表这一评论的。拜登承诺如果这两个国家愿意加入北约组织，美国将会全力支持。
俄罗斯表示将采取切实措施阻止格鲁吉亚重新武装。

阿富汗副总统候选人车队遭伏击

阿富汗总统卡尔扎伊的一位竞选搭档在昆都士省激进分子的埋伏袭击中幸免于难。
法希姆是总统卡尔扎伊在8月20日大选中的两名副总统竞选搭档之一。

西安至乌鲁木齐列车隧道起火

7月26日上午由西安开往乌鲁木齐的一次旅客列车在隧道中起火，当时列车上载有旅
客1700多人，所幸未发生伤亡事故。报道说，起火部位是牵引列车的电力机车。起
火时车头距离隧道洞口两公里左右，被强行制动后停在了隧道中。

马英九以高得票率当选国民党主席

这次国民党主席选举的投票率是57.79%，马英九得28万5354票，得票率92.51%。马英九说，“希望至少为台湾海峡带来几十年的和平，让台湾有机会能好好的转型，好好的适应在未来变动不拘的国际情势当中站在什么位置，扮演什么角色，发挥什么功能，做出什么贡献。”

日本民主党公布竞选纲领承诺重建国民生活
 
“中美合作可助世界脱离经济危机”
 
美国国务卿希拉里和财政部长盖特纳在7月27日发表的《华尔街时报》上著文表示，
中美两国间的密切合作可助世界摆脱经济危机。“没有几个国际问题能由美国或中
国单独解决，而也没有几个国际问题能在在没有美国或中国参与的情况下得到解决。”
文章指出，美国是发达国家中最大的经济体，而中国则是发展中国家中最大的经济
体，这两个国家的刺激经济方案在很大程度上帮助整个世界经济度过了最近这场金
融危机的最大难关。

美联储主席预测美经济增长

美国联邦储备委员会主席伯南克表示，他相信美国经济将在未来几年内恢复强劲增
长。伯南克说，但是短期来看，当前的经济增长率还不足以降低失业率。伯南克预
测今后几年的通货膨胀水平会比较低。

建龙钢铁取消收购吉林通钢计划
 
吉林省国资委7月24日宣布建龙集团将永不参与通钢集团重组。

通化钢铁集团与建龙钢铁公司2005年11月签订重组协议，金融危机发生后通钢出现
巨额亏损，于是建龙集团与通钢在3月份正式股权分立。

2009年第一季度，也就是通钢和建龙股权分立前，通钢出现近10亿元的巨额亏损，
股权分立后通钢马上大幅减亏，6月份甚至赢利6000万元。

吉林省国资委7月22日提出再邀请建龙集团入主通钢集团，而且持股比例要从之前的
36%提高到50%以上，而吉林省国资委持股比例则降至36%。

这一重组计划遭到通钢职工的强烈抵制，发生造成通钢停产的群体事件。建龙委派
的集团总经理陈国军被参加示威抗议的工人和家属群殴致死。

通钢集团是吉林省大型钢铁联合企业，年产粗钢700万吨。建龙集团总部位于北京丰
台总部基地，粗钢产能650万吨。旗下子公司河北建龙钢铁公司是河北纳税大户，唐
山市规模最大的民营企业。

美影响力减弱亚洲股市成“中华天下”

A股平均股价全球最高 市盈率重心可能会左移

据统计，目前全部A股的市盈率(TTM)为28.53倍，较4月初的18.51，提升了54.13%--伴
随著大盘股估值快速上升，市场估值泡沫情况也日渐加剧。目前道琼斯工业指数动
态市盈率为13.07倍，纳斯达克指数市盈率为17.16倍；日经指数市盈率约22倍；恒
生指数市盈率约16倍。A股是目前全球最贵的股票。

当前全部A股估值分布最为密集的区间是100-150倍，这一区间个股数量达到113只，
所占比例为10.07%；上证指数在6124点时，这一区间也聚集了大量A股，数量达到141只，所占比例比当前略高，为11.15%。另一个密集分布区间的市盈率相对较低，当前为20-25倍，在这一区间总计有83只个股；6124点时，这一区间有26只，而更多的股票
集中在在40-50倍区间。

国际铁矿石需求上升 淡水河谷拒向中国让价

世界第一大铁矿石生产商巴西淡水河谷公司(Vale SA)拒绝了中国提出的降价要求。
上个月，淡水河谷公司在年度年度合同中，同意向日本钢铁厂降价28%，这是七年
来首次降价，而中国方面则一直在寻求45%的折扣。

自今年以来的第一期合同价格确定以来，公开市场的铁矿石价格上涨了38%，这削弱
了中国在谈判中的优势地位。

淡水河谷首席执行官阿格利内(Roger Agnelli)在6月25日表示，他不会给中方让出
更大的折扣。麦肯锡的报告指出，中国拘留力拓集团高管并诉其从事间谍活动一事，
让澳大利亚和中国的关系产生裂痕，这可能惠及淡水河谷公司。

驻伦敦的野村证券采矿分析师保罗 柯利弗(Paul Cliff)在7月22日的采访中说，
“中国钢铁生产商获得更大折扣的可能性非常非常小。中国要么同意现行的基准价，
要么就只能从现货市场购买铁矿石。”

今年，淡水何谷公司在圣保罗的销售增长了35%，同时其在圣保罗证券交易股指上的
股票也有45%的增长。在伦敦，力拓增长了 97%，而最为全球最大的铁矿石出口公司
--澳大利亚必和必拓公司(BHP Billiton Ltd.)的销售只增加了23%。

中国将超印成最大黄金消费国

今年第一季度，中国黄金需求量达到105.2吨，比前一季度增长2%。而印度在今年第
一季度的需求量则下降88%，仅为17.7吨，是至少20年来黄金首饰需求量最低的一个
季度。去年，中国共消费黄金近400吨，而印度为650多吨。

Gates Says U.S. Overture to Iran is ‘Not Open-Ended’

At a joint news conference here, Mr. Barak made clear that he did not agree with the American policy of trying to engage Iran, but he acknowledged that Israel was in no position to dictate to the United States.

Alluding to a potential Israel strike against Iran’s nuclear facilities, Mr. Barak reiterated that “no options should be removed from the table.” He said that Israel believed any talks with Iran should be “short in time, well defined in objectives, followed by sanctions.” He said that it would not take long to clarify whether Iran was “defying the whole world or is seriously ready to cooperate.”

Mr. Gates said that President Obama hoped to hear Iran’s response to the offer of talks at the time of the United Nations General Assembly in late September. Nonetheless, he said, “we’re very mindful of the possibility that the Iranians would simply try to run out the clock.”

Ahmadinejad Seen as Increasingly Vulnerable Since Re-election

President Mahmoud Ahmadinejad of Iran dismissed his intelligence minister on Sunday and his culture minister resigned, the latest fallout of a bitter dispute among conservatives that has exposed Mr. Ahmadinejad’s vulnerability in the aftermath of last month’s disputed election.

Mr. Ahmadinejad could face trouble in the coming days, because dismissing ministers, beyond a certain point, triggers a parliamentary vote of confidence on the cabinet. The deputy speaker of Parliament said Sunday that any cabinet meetings before the end of the president’s term would be illegal, state media reported.

The culture minister, Mohmammad-Hossein Safar-Harandi — whom Mr. Ahmadinejad had threatened to dismiss earlier in the day — said in a letter to the president that he had resigned.

Conservatives were infuriated that Mr. Ahmadinejad ignored an order from Iran’s supreme leader, Ayatollah Ali Khamenei, to drop Mr. Mashaei, who angered conservatives last year with comments deemed friendly to Israel. Mr. Mashaei finally withdrew on Friday, but the president renamed him chief of staff, further antagonizing hard-liners.

Mr. Ahmadinejad had won support from government pensioners prior to the election by significantly increasing their payments. Those payments have since been reduced, according to the Fararu Web site, a development that could further endanger the president politically.

Afghanistan says strikes Taliban truce in remote area

Afghanistan has struck its first ceasefire with the Taliban in a remote province before a presidential election next month, the government said on Monday, but the truce lasted only hours before clashes broke out.

The truce in Badghis was reached on Saturday, presidential spokesman Seyamak Herawi said, and the government wanted to make similar deals with the Taliban in other parts of the country in a bid to improve security for the election.

"As long as the ceasefire holds, the government does not have the intention to attack the Taliban (in Badghis). And the Taliban can also take part in the elections," Herawi told Reuters.

However Afghanistan's Interior Ministry said several hours later "enemies of peace and stability" -- a term often used to describe Taliban insurgents -- had ambushed police in Badghis. Two insurgents were killed and two police wounded, it said.

Taliban spokesman Qari Mohammad Yousuf earlier said there was no ceasefire with the government anywhere in Afghanistan.

"The resistance against the enemy continues unabated. The government has made this up," Yousuf told Reuters by telephone from an undisclosed location. "I spoke with the mujahideen (Taliban) there about it and they denied it."

NATO spokesman James Appathurai said any kind of truce arrangement was a matter between the Afghan government and "other actors" and it was very important credible elections are held.

"If there is any such arrangement that would allow this to happen, then that would be a good thing," Appathurai said by telephone from Brussels.

Taliban issues new code of conduct

The Taliban in Afghanistan has issued a book laying down a code of conduct for its fighters.

The book indicates that Mullah Omar wants to centralize its operations.

It talks of limiting suicide attacks, avoiding civilian casualties and winning the battle for the hearts and minds of the local civilian population.

In the book, Mullah Omar is quoted as saying that creating a new mujahideen group or battalion is forbidden. "If unofficial groups or irregular battalions refuse to join the formal structure, they should be disbanded," Omar says.

So far, individual Taliban commanders have had a fair degree of autonomy, often deciding what operations to conduct and how to run the territory that they control. The regulations seem to be an attempt by Mullah Omar to bring all of the Taliban under his control. Different groups in Afghanistan were operating under the umbrella of the Taliban, but now, an irregular battalion may be disarmed.

Suicide bombing rules

While the Taliban have repeatedly used suicide bombings across Afghanistan, the book now says that they should be used only on high and important targets. "A brave son of Islam should not be used for lower and useless targets. The utmost effort should be made to avoid civilian casualties."

There are now clear guidelines on how the Taliban will treat its prisoners as well, "Whenever any official, soldier, contractor or worker of the slave government is captured, these prisoners cannot be attacked or harmed," it says, "The decision on whether to seek a prisoner exchange or to release the prisoner with strong guarantees will be made by the provincial leader.

"Releasing prisoners in exchange for money is strictly prohibited."

The book further states that if a "military infidel" is captured, the decision on whether to kill, release or exchange the hostage is only to be made by the Imam, a reference to Mullah Omar, or deputy Imam.

Winning hearts

The book makes it clear that it is the duty of every fighter to win over the local population.

"The mujahideen have to behave well and show proper treatment to the nation, in order to bring the hearts of civilian Muslims closer to them.

"The mujahideen must avoid discrimination based on tribal roots, language or geographic background."