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一 |     "The accession of Sweden and Finland to NATO constitutes a test of loyalty to the western bloc, in particular to the US and Great Britain, which are the real geopolitical and geostrategic beneficiaries of the ongoing conflict," said Dr. Tiberio Graziani, chairman of Vision & Global Trends International Institute for Global Analyses.,The two Nordic countries' neutrality differs. Sweden had not joined a military alliance or participated in any war since 1814, with its neutrality being flexible, self-declared and not enshrined in law, as the Woodrow Wilson International Center for Scholars noted in its 2 February 2022 study.,In contrast, Finland's neutrality was stipulated by the Paris Peace Treaty of 1947 which was signed after the end of the Second World War between the Allied powers - including the USSR, the UK, the US and France - and former Nazi Germany allies, such as Italy, Romania, Hungary, Bulgaria and Finland.,"This definitely appears to be a violation of Finland’s international agreements signed after WWII with the Soviet Union then later Russia," said Earl Rasmussen, executive vice-president of Eurasia Group, citing the 1947 treaty as well as the 1992 Russo-Finnish treaty.,It raises questions as to whether benefits from the abandoned neutrality will outweigh potential security risks for the two Nordic states.,"I am puzzled by how this inclusion will provide increased security, it appears it will likely further deteriorate relations between Russia and the EU and more specifically with Finland and Sweden," Rasmussen said. "Strategically, I am not sure what the real impact will be. Essentially, both Finland and Sweden are de facto NATO members to include coordination and joint exercises. However, tensions will likely increase and increased defensive measures will likely occur in Russia’s northern regions as well as Kaliningrad.",Why Finland & Sweden’s NATO Admission Is So Important to the US16 May, 19:17 GMT,What Do Finns and Swedes Think About NATO Membership?,Meanwhile, popular support for NATO membership in both Nordic states has never been high.,According to a 2021 poll commissioned by EVA Finnish Business and Policy Forum, around 26% of Finns were in favor of joining NATO, 40% against and 33% remained undecided. A January 2022 Demoskop survey showed 42% of Swedes supporting NATO accession and 37% of respondents opposed it.,The Russian special operation in Ukraine is said to have invigorated NATO proponents in both Nordic countries. Rasmussen noted that recent surveys in Finland have shown a spike in support up to 76%. However, in Sweden, support to join NATO has remained relatively low, climbing to just 47%, according to him.,Meanwhile, unlike Sweden, Finland shares a 1,340 km (830 mi) border with Russia and has maintained longstanding economic relations with Moscow for decades. As of 2019, Finland imported around 60% of its energy from Russia with the latter being the fourth largest importer of Finnish goods in 2017, according to the Wilson Center. Furthermore, Russian speakers constitute the third largest ethnic group in the Nordic country.,Putin: If NATO Infrastructure is Deployed to Finland & Sweden, Russia Will Respond in ‘Mirror Way’01:02 GMT,"Even during the Cold War, both states were neutral and non-NATO members, with Finland developing strong economic and trade relations with Russia," the Eurasia Group vice-president explained. "As trade degrades and energy sharing diminishes there will likely be a strain placed on the economies, mostly with Finland.",Moscow has repeatedly underscored that Russia harbors no hostile intentions against either Nordic country, yet also signaling that the latest NATO expansion will not make the continent more stable or secure. Earlier this week, Russian President Vladimir Putin emphasized that the Kremlin has "nothing that could worry us in terms of Finland or Sweden's membership in NATO," adding, however, that if military equipment or troops are deployed along the border, Moscow will have to "respond in a mirror manner and create the same threats in the territories from which they threaten us.",There is yet another controversy surrounding Sweden and Finland's accession to the western military bloc: neither Nordic state has held a popular referendum to find out whether the public has really weighed all the pros and cons of NATO membership.,"Political leadership in both countries is taking a certain degree of risk to push forward the joining without a public referendum," Rasmussen said. "I am sure Washington and Brussels realize that risk.",In addition to that, NATO accession may increase political polarization in both Nordic states, according to the Eurasia Group vice-president. In particular, "the Finnish government is made up of several political parties with no single party having a clear majority, hence requiring partnerships being established," he noted, adding that worsening economic conditions could "potentially create divisions politically and thus alignments could easily change.",Meanwhile, the Swedish left has lashed out at the government and the Social Democrats over Stockholm's NATO admission deal with Ankara. According to Expressen, the Greens and the Left Party are mooting a no-confidence vote against Foreign Minister Ann Linde.,Bank of England Head: UK To Face More Inflation Than Other Major Economies10:47 GMT,Why NATO's 2% Requirement Appears Unrealistic Today,NATO rules may trigger further controversy as they will require Sweden and Finland to spend 2% of gross domestic product (GDP) on their defense budgets. Even though the Nordic countries have committed to reaching the benchmark by 2024, the long-term viability of their promises is in question, given skyrocketing inflation in Europe.,Inflation in Finland has recently risen to its highest level in over 30 years, hitting 7.1% in May. In April, the country's consumer price index (CPI), a popular gauge for inflation, stood at 5.7%, according to Statistics Finland.,Likewise, annual inflation in Sweden jumped from 6.4% in April to 7.3% in May, according to the country's Consumer Price Index with fixed interest rate (CPIF).,"To this end, just as the Ukrainian people are sacrificed, so the economies of European countries will be sacrificed, including Finland and Sweden," forecast Graziani. "Very difficult economic and social months await us in Europe. It will be a very hot autumn. Political crises in various countries of the European Union are likely to be hypothesized.",EU member states, the UK and the US are taking efforts to tame galloping inflation which throws their capability of adhering to NATO requirements into question. To complicate matters further, the UK is calling to step up funding and arming of Ukraine "until victory" amid the Russian special operation.,"The US and UK are using the conflict in Ukraine to pressure greater EU involvement and support to include NATO contributions," said Rasmussen. "While it is being projected that member states will meet their 2% objectives by 2024, based on developing economic conditions and a pending recession, I question the realism of that projection. Increasing real contributions for defense along with rising tensions between the EU and Russia may prove challenging as economic conditions worsen resulting in political disruptions across Europe.",Meanwhile, the US is not in its best shape either, according to Rasmussen. The country steadily moves forward into a potentially deep recession; increased tensions with China; emerging challenges in Latin America; tensions with Iran; and economic challenges at home. The scholar believes that it is likely one will see a major political change in the US in 2022 midterms, in 2024 and beyond.,What’s more, as the Republican Party becomes increasingly influenced by MAGA supporters, Trump's skepticism towards the NATO alliance may get a second wind in 2024. And this raises further questions about the future of the Cold War-era military bloc.。

二 |     　　A股公司频频新签大单。　　8月初，药明康德（603259）发布2026年半年报。数据显示，2026年上半年，公司营收同比增长38.9%；截至2026年6月末，公司持续经营业务在手订单664.3亿元，同比增长25.2%，在手订单金额约为2025年营收的1.5倍。披露半年报的次日（8月4日），其A股股价强势涨停。　　20余家A股公司晒订单金额　　订单（合同）金额为企业与客户签约时约定的交易总规模，是衡量企业市场拓展实力与下游需求景气度的重要参考指标。订单规模持续扩张，通常能够为企业后续业绩增长筑牢基本盘，也预示着公司订单向营收、利润转化的能力有望延续。　　记者根据上市公司半年报、投资者关系互动平台梳理，自7月以来，主动披露今年上半年新增或截至2026年6月30日的订单（合同）金额的A股公司有20余家，主要分布于机械设备、电力设备、电子、通信、医药生物等行业。　　根据披露的订单（合同）金额来看，截至2026年6月30日，金额超过50亿元的包括药明康德、芯原股份、金盘科技、璞泰来、嘉环科技。

三 | 　　芯原股份披露，截至2026年6月末，公司在手订单金额达到124.49亿元，较一季度末的51.33亿元大幅提升，且已连续11个季度保持高位。截至2026年8月17日，公司年内新签订单进一步增长至151.42亿元，AI算力相关订单占比90%，数据处理领域订单占比89%。　　金盘科技披露，公司上半年末在手订单106.97亿元，同比增长41.87%。　　璞泰来披露，截至2026年6月30日，公司设备类业务在手订单金额约88亿元（不含内部订单），未来随着公司自动化装备团队的持续履约和下游客户的逐步验收，前述设备订单将逐步转化为营业收入。　　嘉环科技披露，截至2026年6月30日，公司在手订单56.88亿元。　　另外，截至6月30日，青矩技术、天准科技在手订单金额均超过20亿元，天准科技订单金额同比增长近50%。　　值得一提的是，部分公司披露了今年上半年新增订单情况。

四 | 　　特锐德披露，今年上半年，公司重卡业务实现合同额约5.6亿元，同比增长60%。铁建重工披露，2026年1—6月，公司累计完成新签/中标合同额77.53亿元，同比增长0.34%。　　中国动力表示，截至6月底，手持订单量36325万载重吨，同比增长54.9%，占世界总量的71.2%。苏美达表示，截至2026年6月底，在手订单105艘，生产任务覆盖至2030年。

五 | 　　相关上市公司盈利大增　　股价整体大幅跑赢上证指数　　从业绩来看，上述公司中，披露半年报的公司有20家，其中营收同比增长的公司有11家。芯原股份、天准科技、璞泰来、药明康德等5家公司上半年营收同比增幅均超过30%，其中芯原股份今年上半年营收同比增幅超过90%。　　从盈利来看，天准科技、建工修复今年上半年扭亏为盈。

六 | 深科达今年上半年净利润同比增长近200%，报告期内，公司紧抓行业回暖与半导体设备国产化替代提速带来的双重机遇，持续加大市场开拓力度，深化与优质客户的长期战略合作，半导体设备业务经营业绩实现显著增长。

七 | 奥拓电子今年上半年净利润同比增长超64%。　　从市场表现来看，截至8月21日，上述20余家公司8月以来平均涨幅接近8%，大幅跑赢同期上证指数；其中，深科达、药明康德、天准科技、景业智能8月以来累计涨幅均超过20%。　　这些公司明确订单充足　　且获机构密集调研　　除了上述披露订单（合同）金额的公司外，今年7月以来，不少公司还通过投资者关系互动平台明确表示订单充足。据不完全梳理，相关公司有66家。　　按照调研机构情况来看，截至8月21日，上述66家公司中，有25家年内获得30家以上机构调研，20家获得50家以上机构调研，10家公司获得百家以上机构调研，胜宏科技、三孚新科、蓝帆医疗均获得180家以上机构调研。　　胜宏科技今年以来获得527家机构调研，公司表示目前公司在手订单充足，业务进展顺利，订单生产和交付均在正常履行中。　　三孚新科今年以来获得209家机构调研，公司PCB设备业务目前在手订单充足，主要涵盖VCP填孔电镀线、RTR卷对卷电镀线等。　　另外，风华高科、立中集团等公司今年以来也获得百余家机构调研。风华高科表示，公司募投项目“祥和工业园项目”已全面达产，目前产品订单充足，产能利用率保持在较高水平。　　阳光电源今年以来获得35家机构调研，公司表示储能订单充足，今年出货目标60GWh+。　　从市场表现来看，截至8月21日，上述25家公司月内平均涨幅超过13%，中瓷电子、胜宏科技月内累计涨幅均超过30%。其中，中瓷电子月内涨幅位居25家公司之首，接近50%，公司电子陶瓷领域在手订单充足。　　捷捷微电8月以来累计涨幅超过27%，公司生产、销售及运营一切正常，在手订单充足，各产品线均保持较高的产能利用率。今年上半年，公司营收同比增长超32%，净利润同比增长近21%。

八 | 　　行云科技8月以来累计涨幅接近16%，今年上半年，公司营收及净利润均大幅增长，目前在手算力订单充足，公司将持续优化供应链采购体系，同时积极扩充产能以满足与日俱增的客户需求。（文章来源：数据宝）。

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