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Exclusive: ‘Shaomai cartoon’ satirizes US’ abuse of concept of national security targeting Chinese tech firms, ambassador tells GT_我的网站

一 |     　　作者：郑邮飞/F0284348、Z0010566/　　一德期货能源化工分析师　　要点速览版　　做多关键因素消失，甚至逐步进入过剩格局。    

    A cartoon released by the Chinese Embassy in Panama on its X account on August 24, 2026, featured the caption: "Why do you think I have also been fitted with a listening device?" Photo: Screenshot from the Chinese Embassy in Panama's official X account
After the US Embassy in Panama posted claims by US officials on social media smearing Chinese technology companies, the Chinese Embassy in Panama on Monday posted an image on its official X account showing a crying shaomai dumpling character with a listening device inserted into it in response. The post was captioned, "For those whose minds are filled only with geopolitical calculations, they might even suspect that there is a listening device in a shaomai dumpling."
The Chinese response quickly drew attention from mainstream Panamanian media, with a report by La Estrella de Panama noting that tensions between China and the US over the presence of Chinese technology in Latin America had reached the social media platform of the Chinese Embassy in Panama, which "responded with a message that quickly drew attention for its unusual reference to Chinese food."
Chinese Ambassador to Panama Zhang Xiangyan explained the cartoon in an interview with the Global Times, stating that "nothing is more representative of Panama's local characteristics than a Chinese-style breakfast." Shaomai, a popular Chinese delicacy widely known and loved by Panamanians, carries elements of Chinese culture. Using it as the theme of a cartoon makes the satire easier for local audiences to understand, Zhang said.
Recently, the US Department of Homeland Security announced that more than 40 Chinese entities would be added to a so-called entity list under the Uygur Forced Labor Prevention Act. Among those included were well-known Chinese food brands such as Qiaqia sunflower seeds and Synear dumplings. The Chinese Embassy in Panama hoped to use cartoons to satirize what it described as the US's abuse of the concept of national security, the ambassador added.
Zhang said that "it should be emphasized that before releasing the satirical cartoon, we had already clarified the facts and lodged a firm protest against the US' inappropriate actions through social media, making our position clear." He added that the cartoon was a follow-up response based on a series of rational rebuttals, using a more accessible and impactful artistic form to expose the absurdity of the US' smears against China.
On August 22, the Chinese Embassy in Panama responded to US accusations targeting Chinese technology companies. The embassy said in a statement released on its official WeChat account on Monday that it had noted that the US Embassy in Panama had reposted on social media remarks by certain US officials making unfounded accusations against Chinese technology companies.
"Fabricating facts and distorting right and wrong are habitual tactics of some US politicians," the Chinese embassy said, stressing that US claims that Chinese companies conduct espionage activities for the Communist Party of China lack basic factual grounds.
The embassy also accused the US of "a thief crying 'stop thief'" and "shifting the blame," saying Washington has overstretched the concept of national security, restricted the normal development of Chinese companies and pressured regional countries to replace Chinese products.
"This is blatant technological bullying," the embassy said. The US, which is truly keen on conducting espionage activities around the world and does not even spare its allies, should not accuse others of the same, the embassy said.
"For those whose minds are filled only with geopolitical calculations, they might even suspect that there is a listening device in a shaomai dumpling," the embassy said, using a sarcastic remark to mock what it described as Washington's excessive suspicion of Chinese technology.
。　　短期价格在悲观情绪释放后仍存一定支撑。　　最近的乙二醇堪称市场的明星品种，8月6日以来涨势如虹，得益于其基本面强劲支撑。

二 | 　　支撑因素分析　　最关键的影响因素仍是海峡持续封锁，导致中东特别是沙特的货物难以运出，我国乙二醇进口自3月份以来持续下滑，预计9月份进口仍难有大的恢复，10月份进口需要看随后地缘缓解后是否有货物运出。　　乙二醇供应缺失大于需求增量，尽管聚酯前期开工率低于去年，但长丝开工仍有韧性。　　库存持续去化至近几年同期低位水平，偏低的库存进一步提高了价格弹性。　　临近交割月时，供应特别是进口短期内大幅恢复概率较小，较低的库存以及终端的开工韧性导致短期乙二醇矛盾难解，吸引资金大幅入场。　　后市展望　　后期来看，近月乙二醇的矛盾只能通过挤压需求来实现硬平衡，同时配合国内供应略有边际恢复。

三 | 经测算，聚酯开工需要降到77-78%左右才能实现乙二醇短期的相对平衡。进入9月份，终端瓶片和短纤已经有装置预期停车，同时受利润和原料的制约。　　未来海峡仍是基本面关注的重点，隔夜海峡局势出现一定的缓解。如果乙二醇进口恢复顺利，做多的关键因素将消失，甚至逐步进入过剩格局，但是如果未来海峡问题仍存在一定的反复，预计短期价格在悲观情绪释放后仍存在一定的支撑。　　乙二醇库存　　编辑：武宇杰　　审核：赵洪虎/F0303315、Z0012132/　　复核：于心悦　　报告完成日期：2026年8月26日　　交易咨询业务资格：证监许可〔2012〕38号责任编辑：李铁民。

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Published on:04:13:23