World News
Economy
Honda Motor reported a net loss of ¥423.9 billion for fiscal year 2025 (April 2025–March 2026) on May 14, marking the automaker's first annual loss since its 1957 listing — a streak of nearly seven decades of profitability now broken. The company attributed the historic shortfall overwhelmingly to its electric-vehicle pivot: EV-related losses for the year totalled ¥1.45 trillion, as demand in North America came in at roughly half of projections, forcing Honda to cancel three planned EV models for that market. Cumulative restructuring charges from the EV strategy reassessment could reach ¥2.5 trillion. Honda nevertheless projected a return to profit in fiscal 2026 and CEO Toshihiro Mibe insisted the company would "stay ready to launch compelling products when the time comes," signalling no retreat from electrification despite the setback.
本田汽车5月14日公布2025财年（2025年4月至2026年3月）净亏损4239亿日元，系1957年上市以来首次年度亏损，终结了近七十年的连续盈利纪录。公司将这一历史性亏损主要归因于电动化战略失误：该财年与电动汽车相关的总亏损达1.45万亿日元，北美市场需求仅达预期一半，迫使本田取消了原定在该市场投放的三款电动车型。电动化战略调整产生的累计费用和损失最高可达2.5万亿日元。尽管如此，本田预计2026财年将扭亏为盈，社长三部敏宏表示"将继续做好准备，以便在时机到来之时推出有魅力的产品"，表明不会退出电动汽车领域。
Politics
U.S. President Donald Trump concluded a three-day state visit to China on May 15, departing Beijing after holding extensive talks with Chinese President Xi Jinping at the Great Hall of the People. The visit — the first by a sitting U.S. president to China in nine years and Trump's second since November 2017 — included a formal welcome ceremony, a state banquet, and a joint visit to the Temple of Heaven. Both leaders held in-depth exchanges on bilateral relations and global peace and development, while parallel trade consultations between Vice-Premier He Lifeng and U.S. counterparts took place in South Korea. Xi Jinping used the occasion to urge Trump to avoid "adventurous" actions on the international stage, a remark widely interpreted as referencing the ongoing Iran conflict. The summit was seen as a step toward stabilising the world's most consequential bilateral relationship amid escalating geopolitical tensions.
美国总统特朗普5月15日结束对中国为期三天的国事访问，离开北京。此次访问期间，特朗普与国家主席习近平在人民大会堂举行了正式会谈，并出席了欢迎仪式、国宴，共同参观天坛。这是九年来美国总统首次访华，也是特朗普自2017年11月以来第二次访华。两国领导人就双边关系及世界和平与发展的重大问题深入交换意见，与此同时，国务院副总理何立峰率团在韩国与美方举行了经贸磋商。习近平在会晤中敦促特朗普避免在国际舞台上采取"冒险"行动，外界普遍认为此言指向持续中的伊朗冲突。此次峰会被视为在全球地缘政治紧张局势升级之际，稳定世界上最重要的双边关系的一步。
Geopolitics
Iran has laid out five preconditions for entering a second round of negotiations with the United States, according to the semi-official Fars news agency, effectively raising the bar for any resumption of talks following their initial meeting in Pakistan. The demands — described as "minimum trust-building guarantees" — include ending hostilities on all fronts (particularly in Lebanon), lifting sanctions on Iran, releasing frozen Iranian assets, compensating Iran for war damage, and recognising Iran's sovereignty over the Strait of Hormuz. The conditions were conveyed to Washington in response to a 14-point U.S. proposal. Iran also informed Pakistan, which is mediating the process, that the continued U.S. naval blockade in the Arabian Sea and Gulf of Oman following the ceasefire had reinforced Tehran's scepticism about negotiating with Washington. The demands signal a hardened Iranian posture even as the broader Middle East conflict, now in its third month, continues to weigh on global energy markets and regional stability.
据伊朗半官方的法尔斯通讯社报道，伊朗为与美国举行第二轮谈判设定了五项先决条件，实质上提高了重启谈判的门槛。此前双方已在巴基斯坦举行了首轮接触。这五项被伊方称为"最低信任建设保障"的条件包括：结束所有战线上的敌对行动（尤其是黎巴嫩方向）、解除对伊朗的制裁、释放伊朗被冻结资产、赔偿伊朗战争损失，以及承认伊朗对霍尔木兹海峡的主权。这些要求是针对美方提出的14点方案的回应。伊朗还告知斡旋方巴基斯坦，停火后美军在阿拉伯海和阿曼湾的持续海上封锁进一步加深了德黑兰对与华盛顿谈判的疑虑。这些条件表明，在中东冲突进入第三个月、持续影响全球能源市场和地区稳定之际，伊朗采取了更为强硬的立场。
Healthcare
The World Health Organization warned on May 12 that additional hantavirus cases could still emerge in the coming weeks following the evacuation of passengers from the outbreak-stricken cruise ship MV Hondius, while stressing that the global public health risk remains low. The expedition vessel, operated by Netherlands-based Oceanwide Expeditions, has been at the centre of an unusual maritime health crisis after passengers and crew contracted hantavirus — a disease typically spread by rodent excreta — during the voyage. At least three deaths have been reported. Spain led the evacuation effort and the ship was directed to anchor off Tenerife in the Canary Islands, though local authorities initially resisted its arrival. WHO Director-General Tedros Adhanom Ghebreyesus held a joint press conference with Spanish Prime Minister Pedro Sánchez in Madrid, underscoring international coordination on the response. The incident has renewed scrutiny of health protocols on expedition cruise ships operating in remote regions.
世界卫生组织5月12日警告称，在疫情邮轮"洪迪厄斯"号（MV Hondius）旅客疏散后，未来数周内可能还会出现更多汉坦病毒感染病例，但强调全球公共卫生风险仍然较低。这艘由荷兰"泛海探险"公司运营的探险邮轮在航行期间爆发了汉坦病毒感染——这种疾病通常通过啮齿动物排泄物传播——至少已有3人死亡。西班牙主导了疏散工作，邮轮被安排停靠在加那利群岛特内里费岛外海，但当地政府最初曾拒绝其靠岸。世卫组织总干事谭德塞与西班牙首相桑切斯在马德里举行联合新闻发布会，强调了国际协调应对的重要性。这一事件引发了外界对远洋探险邮轮卫生规程的重新审视。
Policy Signals
- 习近平同特朗普在中南海小范围会晤，双方同意构建"中美建设性战略稳定关系"，定位为合作为主、竞争有度、分歧可控、和平可期的持久稳定关系
- 中美经贸团队达成总体平衡积极成果，同意成立贸易理事会和投资理事会，在对等降税框架下推动扩大双向贸易，解决彼此农产品市场准入关切
- 习近平将于今年秋季对美国进行国事访问，中美关系进入新阶段
- 习近平在求是杂志发表《做强做优做大实体经济》，强调"十五五"时期因地制宜发展新质生产力，推动制造业高端化、智能化、绿色化，坚持金融服务实体经济根本宗旨
- 国务院常务会议审议通过《城市更新"十五五"规划》《加快农业农村现代化"十五五"规划》，研究人口发展和基础教育改革工作
- 加快建设生育友好型社会，完善婴幼儿照护服务，健全家庭综合支持政策体系；积极应对人口老龄化，大力发展银发经济
- 市场监管总局开展破除妨碍统一市场和公平竞争卡点堵点专项行动，依法查办重大案件，推动废除和修改妨碍竞争的政策措施
- 赵乐际在贵州调研强调人大围绕中心依法履职，以高质量立法服务保障高质量发展，健全科技创新、绿色低碳等法律制度
- 前4月外贸进出口总值16.23万亿元，同比增长14.9%；集成电路出口额增长78.3%，AI相关产品成为拉动外贸增长重要引擎
- 全党开展树立和践行正确政绩观学习教育，强调为人民出政绩、以实干出政绩，破除"短期政绩""材料政绩""数字政绩"等偏差
- 进一步增强宏观政策取向一致性，将经济政策和非经济政策纳入一致性评估，防止"合成谬误"和政策冲突
Source: 人民日报 2026-05-16, 求是 2026-05（第5期）
Finance Market
| Index | Date | Close | Change | % |
|---|---|---|---|---|
| CSI A500 | 2026-05-15 | 6,105.87 | -77.10 | -1.25% |
| S&P 500 | 2026-05-15 | 7,408.50 | -92.74 | -1.24% |
| HSI | 2026-05-14 | 26,389.04 | +0.60 | +0.00% |
| Nikkei | 2026-05-14 | 62,654.05 | -618.06 | -0.98% |
| KOSPI | 2026-05-15 | nan | nan | +nan% |
| Gold | 2026-05-15 | 4,543.60 | -134.50 | -2.88% |
| DXY | 2026-05-15 | 99.27 | +0.39 | +0.39% |
| USD/CNY | 2026-05-15 | 6.81 | +0.02 | +0.27% |
Generated: 2026-05-16 07:12 UTC+8