Europe is the world's lowest-lying continent, most of the European land is a plain area of a horse Flat River, so in the Second World War Hitler launched a blitzkrieg to quickly occupy many countries, between this painful historical lesson, after the end of World War II, August 24, 1949 North America and European countries to achieve defense cooperation and established an international military group organization, referred to as NATO, in fact, is the United States led by the military group. For example, at 5:45 a.m. on May 8, 1999, the Chinese Embassy in the Federal Republic of Yugoslavia was bombed by NATO aircraft, resulting in 3 deaths, 1 missing person, more than 20 injuries and the destruction of the museum.
NATO members are: the United States, Britain, France, Germany, Canada, the Netherlands, Belgium, Luxembourg, Denmark, Norway, Iceland, Portugal, Italy, Greece, Turkey, Spain, Poland, the Czech Republic, Hungary, Estonia, Latvia, Lithuania, Slovakia, Slovenia, Romania, Bulgaria, Croatia, Albania, Montenegro, North Macedonia and other 30 countries.
First, why fight. Ukraine, Belarus is the gateway to the west of Russia, these two areas further west of the surrounding nearly 30 countries and regions of all sizes have been NATO continue to expand eastward into military alliance members, now next to Russia is only Ukraine and Belarus have not joined NATO, this western strategic gateway area is not only Russia's last military buffer zone but also the forefront of a series of policy tentacles of NATO's political and economic tentacles. The sphere of influence is pressing step by step like hooligans are obscene and trivial to the side of the Russian bed, the next step to do is not a matter of a minute out of the way, so Ukraine and Belarus can not join NATO is Russia's last bottom line, Ukraine has recently stepped up the pace of joining NATO, once Ukraine joins NATO, Belarus will become the raised tip, stand out of the flock of guns out of the head bird A group of hungry wolves around the sheep This pressure who suffers, sooner or later Belarus will also be swallowed up by NATO, Then Russia is completely isolated into a naked face of a group of wolves, Russia's military power ranks 2nd in the world, Ukraine's military power ranks 22nd in the world, in the face of the United States, the despicable scoundrel stirring stick of the constant clamor and provocation and Ukraine's constant pro-North intentions, Russia is forced to launch a strong military intervention to make Ukraine compromise, that is, can not let Ukraine and Belarus have any potential threats and risks in the future, including political, economic and military aspects, So be sure to win this battle so that NATO's touch is recoiled by electric shocks;
Second, what resources can Russia use to counteract? The United States led a number of NATO member states are denouncing sanctions against Russia, in fact, it is difficult to have substantive actions just to play the mouth cannon to go through the formalities, before the Fight the United States said I give you a top, after the real fight, the United States was a soft egg can not say the soldiers, everything is still Ukraine itself to resist, it is difficult to have a sharp sanctions trick, because the most core sanctions will also directly hurt the self-interest of the United States, Britain, France and Germany, such as energy sanctions;
1, oil and gas, Russia is a big oil and gas exporter, Biden hopes that the United States oil prices are stable, Germany is a big importer of natural gas, sanctions on oil and gas instead of pushing up prices and eventually let their country pay for it and benefit Russia;
2, aluminum, nickel, palladium, platinum. Russia is the world's leading exporter of aluminum, nickel, palladium and platinum, its export trade accounted for 12% of the global export trade volume, 7% of nickel, 26% of palladium, 4% of platinum, and the export volume of European trade accounted for 16% of the global export to Europe, 42% of nickel, 45% of palladium, 36% of platinum, and the output of magnesium ingots accounted for about 8% of global output. Nickel, Russian nickel ore production accounts for about 9% of the world, second only to Indonesia and the Philippines, nickel as the upstream key raw material for electric vehicle power battery manufacturing, mainly used for the manufacture of ternary electrode materials in power batteries, if Russia controls nickel exports, nickel prices can indirectly push up the global electric vehicle manufacturing costs;
3. Neon gas, target material. The United States relies heavily on Russia and Ukraine, which supplies nearly 70 percent of the world's high-purity neon gas, which rose 600 percent during the Ukraine crisis in 2014. The key raw material palladium, Russia is the world's largest target producer, accounting for about 40% of the world's output;
4, the United States dare to do sanctions: the UNITED STATES Congress of the two parties more unified hope to kick Russia out of the global bank financial telecommunication association, simply put, with the current sanctions can reduce Russia's GDP GDP by 1%, and excluding this association can make Russia's GDP reduction impact of more than 5%, compared to 2014 in the face of Western sanctions Russia when oil prices plummeted GDP by 2.5%, now Russia has less foreign debt and less financial ties with major economies and more resistant resilience ；
Third, which sectors of A-shares are most affected. If the export of neon gas, target materials, nickel and so on is restricted, the shortage of chip semiconductors will become more and more tense, the price of raw materials will generally rise, and the downstream industrial chain stocks of chip semiconductors and electric vehicles will be negatively affected;
Aviation, Ukraine around the ban on flights, neighboring countries aircraft grounded or flying around, supply and demand tension oil prices rise, the global aviation industry will be significantly frustrated, aviation stocks will naturally be negatively affected; raw material prices increase downstream enterprises cost increase performance profit margins are naturally compressed, and as the upstream supply side of raw materials such as non-ferrous metals, oil and gas industries will have a positive impact. In addition, concept stocks such as safe-haven gold and expected military industry will be positively affected;