Feng Huang Wang
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美PPI通胀降温幅度超预期,美联储降息理由变得“更充分”
Feng Huang Wang· 2025-09-10 14:40
这也导致美国8月PPI同比增幅放缓至2.6%,市场原本预期会加速到3.3%,7月数据也从3.3%调整至 3.1%。 美国PPI通胀意外降温,强化了美联储降息的理由。 美国劳工统计局周三(9月10日)公布的报告显示,8月美国生产者价格指数(PPI)环比下降0.1%,上 一次出现负增长还是在今年4月,市场原先预计会上升0.3%。 企业在多大程度上把关税负担转嫁给消费者,将是决定今年美联储利率走向的关键。 经济学家密切关注PPI,因为其中部分分项会被用于计算美联储偏好的通胀指标——个人消费支出 (PCE)物价指数。 虽然联储官员普遍预计进口关税将在2025年余下时间推动通胀上行,但他们仍未确定这将会是一次性冲 击还是长期效应。 发稿前不久,央视新闻报道,特朗普在社交平台上发文再次批评美联储主席鲍威尔,并敦促立即大幅降 息。 特朗普写道,美国"没有通胀",美联储"必须立刻大幅降息",并称鲍威尔是"一场彻底的灾难",还表示 鲍威尔"毫无头绪"。 定于周四公布的消费者物价指数(CPI)报告,将揭示关税在8月对美国家庭的实际影响。预测人士预 计,剔除食品和能源的核心CPI在月度上可能继续保持较高的涨幅。 分项数据中,食品价 ...
全新智己LS6上市:1500公里增程续航配18°后轮转向,19.79万元起
Feng Huang Wang· 2025-09-10 13:52
Group 1 - The core viewpoint of the article is the launch of the new mid-large SUV, the Zhiji LS6, by Zhiji Auto, which offers both pure electric and range-extended power options, showcasing its production capacity with immediate delivery after launch [1] - The Zhiji LS6 features a range-extended version equipped with the "Hengxing" super range extension system, combining a 1.5T engine and a high-power motor, achieving over 450 kilometers of pure electric range and over 1500 kilometers of comprehensive range with dedicated batteries [1] - The pure electric version offers single motor rear-wheel drive and dual motor all-wheel drive layouts, with the dual motor model delivering a total power of 500 kW and a CLTC pure electric range of 750 kilometers [1] Group 2 - The interior of the Zhiji LS6 features a new design with a 27.1-inch 5K MiniLED central display and a 15.6-inch 3K MiniLED co-driver entertainment screen, integrated with the AIOS 1.0 smart interaction system [2] - The vehicle includes practical features such as a co-driver seat with a 121° zero-gravity mode and an 11-liter onboard refrigerator, enhancing usability [2] - The Zhiji LS6 is equipped with advanced driving hardware, including a 520-line laser radar, and plans to incorporate the Nvidia Thor driving assistance chip in future versions, indicating its competitive edge in intelligent mobility [2]
宁德时代枧下窝矿区复产预期压制锂价 业内维持碳酸锂过剩判断
Feng Huang Wang· 2025-09-10 09:59
宁德时代(300750.SZ)枧下窝矿区复产计划消息传来,碳酸锂价格应声下跌。上海钢联发布数据显 示,今日电池级碳酸锂(早盘)价格较昨日下跌1500元,均价报72000元/吨。 8月9日,宁德时代在宜春奉新县投资的枧下窝矿区因采矿证到期停产。时隔一个月之后,据媒体最新报 道,知情人士称宁德时代枧下窝锂矿采矿权证及采矿许可证审批进展顺利,预计很快将复工复产,且比 市场预期还要快。另据期货日报消息,公司给内部的办证小组下达了任务目标,争取能够在今年11月完 成枧下窝的复产工作。但能否如期达成复产目标,尚未有定论。 对此,智通财经记者向宁德时代方面求证,不过未获得有效回复。一家产业链头部企业人士对智通财经 记者表示,四季度至明年的供需关系仍需看需求是否能够持续支撑,目前仍维持今年至明年供应过剩的 判断。 除宁德时代枧下窝矿区外,业内还关注当地同样存在采矿资质模糊的其他矿山变更主矿种是否顺利。 根据宜春市自然资源局今年7月发布的信息,包括宜春时代新能源矿业有限公司(即枧下窝矿区)、宜 春国轩矿业有限责任公司、宜春盛源锂业有限责任公司等合计八座矿山企业需按要求及时编制矿种变更 储量核实报告,科学合理确定开采主矿种。 业 ...
中冶置业上半年净亏损17.77亿元,超上年末净资产10%
Feng Huang Wang· 2025-09-10 08:40
Financial Performance - China Metallurgical Group reported a significant impairment loss exceeding 10% of its net assets as of the end of the previous year [1] - As of June 30, 2025, Kaisa Group's cash and bank deposits amounted to approximately 2.17 billion yuan, a decrease of 9.2% compared to the end of 2024 [1] - The total borrowings of China Metallurgical Group are approximately 133.739 billion yuan, with about 119.252 billion yuan due for repayment within one year [1] Impairment Testing - The company conducted an impairment test on its assets for the first half of 2025, resulting in a total impairment provision of 3.606 billion yuan [1] - This provision includes credit impairment losses on receivables and contract assets of 2.885 billion yuan, inventory impairment provisions of 673 million yuan, and other non-current asset impairment provisions of 48 million yuan [1] - The impairment will reduce the company's total profit for the first half of 2025 by 3.606 billion yuan, which has been approved by the board of directors and complies with accounting standards and regulatory requirements [1] Debt Situation - As of the latest update, China Metallurgical Group has two outstanding bonds with a total bond stock scale of 3.345 billion yuan [1]
消息称比亚迪印度布局加速,2026年推出的车型曝光
Feng Huang Wang· 2025-09-10 08:09
Core Viewpoint - BYD is preparing to strengthen its presence in the Indian market by launching a new affordable model early next year, specifically targeting the compact electric SUV segment [1][2]. Group 1: Market Expansion - BYD plans to introduce the Atto 2 compact electric SUV in India, which will be its cheapest model in the country, directly competing with local manufacturers like Mahindra and Tata Motors [1]. - The company aims to keep the Atto 2's price below 2.27 million rupees (approximately 22,690 USD), despite India's 70% local tax on imported vehicles, indicating increased competition in the mass market [1]. Group 2: Operational Developments - Recent easing of travel restrictions allows BYD's India General Manager, Ketsu Zhang, to visit India for meetings with government officials and inspections of the passenger car factory [1]. - Some BYD engineers have already been permitted to travel to India, and senior executives are expected to follow soon [1]. Group 3: Current Position in India - BYD has already launched four models in India, including the Atto 3, making it the fourth largest electric vehicle manufacturer in the country by sales [2]. - The company plans to apply for local roadworthiness certification to import more vehicles, exceeding the current annual quota of 2,500 units [2].
若最高法院也裁定“特朗普关税”非法,对美股有何影响?
Feng Huang Wang· 2025-09-10 08:05
Group 1 - The legality of the tariffs imposed by former President Trump is under scrutiny, with the Supreme Court agreeing to expedite the case, which could lead to a ruling by the end of the year [1][2] - If the Supreme Court rules against the tariffs, it is estimated that up to $100 billion in tariffs could be refunded, significantly boosting the profits of affected companies [2][3] - The outcome of the Supreme Court's decision is expected to have a substantial impact on the stock market, with analysts suggesting that a ruling against the tariffs could lead to a bullish outlook for the market in 2026 [2][3] Group 2 - There is increasing uncertainty in the market as companies and investors await the government's response to potential legal setbacks regarding the tariffs [3][4] - Government officials, including Treasury Secretary Yellen, have indicated that they expect the Supreme Court to uphold the use of the International Emergency Economic Powers Act (IEEPA) to justify the tariffs, but alternative legal measures may be considered if necessary [3][4] - The current trade environment is expected to remain uncertain, with companies needing to navigate the implications of the tariffs and their potential legal challenges [3][4]
PITAKA推出iPhone 17系列芳纶纤维手机壳,带来“浮光跃金”新纹路系列
Feng Huang Wang· 2025-09-10 07:45
凤凰网科技讯 9月10日,在苹果发布全新iPhone 17系列(包含iPhone Air、iPhone 17、iPhone 17 Pro和 iPhone 17 Pro Max)的同一时间,高端配件品牌PITAKA也同步推出了专为新机打造的芳纶纤维手机壳 系列。此次PITAKA带来了芳纶编织壳、芳纶防摔壳和芳纶全包壳三大产品线,再设计与防护功能全面 升级。 PITAKA此次引入了全新的"浮光跃金"Moment纹路系列,包括清梦蓝和浮光金两种独特花色,为用户提 供了更多个性化选择。此外还提供了经典的黑灰、黑蓝纹路以及备受欢迎的日落月升、山与星河等产 品。 在防护性能方面,PITAKA根据不同用户需求进行了细致优化。芳纶编织壳在保持轻薄手感的同时,升 级了上下全包工艺,并针对iPhone Air、iPhone 17、iPhone 17 Pro和iPhone 17 Pro Max提供适配。对于追 求极致保护的用户,芳纶防摔壳通过了军工级防摔认证,内置弓形缓冲结构,主要适配iPhone 17 Pro和 iPhone 17 Pro Max。而芳纶全包壳则采用了PITAKA自研的高韧性虎鲸树脂Orca涂层,有效解决了芳纶 ...
马斯克的世界首富要丢 甲骨文创始人财富狂飙近5000亿
Feng Huang Wang· 2025-09-10 06:57
凤凰网科技讯 北京时间9月10日,据彭博社报道,甲骨文公司联合创始人拉里·埃里森(Larry Ellison)正在 争夺世界首富的头衔,他与特斯拉CEO埃隆·马斯克(Elon Musk)的财富已经十分接近。 周二美股收盘后,甲骨文公布的季度业绩超出预期,并表示未来还有进一步增长空间。受此推动,埃里 森的净资产激增了700亿美元(约合4985亿元人民币)。 彭博亿万富翁指数显示,这使得埃里森的净资产达到3640亿美元,距离马斯克的3840亿美元仅一步之 遥。(作者/箫雨) ...
Labubu炒作回归理性?二手市场大降温,泡泡玛特股价跌破300整数关
Feng Huang Wang· 2025-09-10 06:07
Core Viewpoint - The trading prices of Labubu products in the second-hand market are experiencing significant fluctuations, with a general downward trend in average transaction prices and a higher number of bearish sentiments among traders [1]. Group 1: Market Trends - The average transaction price for Labubu products has decreased, with a notable drop of ¥3 from the previous week, currently standing at ¥105 [3]. - The "hidden" version of the Labubu product, known as "Ben Wo," which was once priced at nearly ¥5000 in the secondary market, has seen its price fall to the range of ¥700-800, indicating a clear downward trend over the past 30 days [6]. - The "mini version Labubu," launched on August 28, 2025, has also seen a decline in average transaction prices, now ranging from ¥80-650, down from previous high premiums [13]. Group 2: Company Actions - In response to high premiums in the secondary market, the company executed a large-scale restock on June 18, 2025, with an estimated total replenishment of 4-5 million units across various platforms, leading to a significant drop in secondary market prices [15]. - Following the restock, the prices for complete sets of Labubu blind boxes plummeted from ¥1500-2800 to ¥650-800, with some individual hidden versions dropping from ¥250 to ¥100 [16]. - The company's stock price has been on a continuous rise this year, reaching a market capitalization of approximately HKD 370 billion, although it has recently experienced a decline, falling below HKD 300 to HKD 270 [16].
vivoX300全系标配苹果同款"1nit低亮度"技术
Feng Huang Wang· 2025-09-10 05:47
Core Insights - The vivo X300 series features a custom BOE Q10 plus display with a "1nit low brightness" technology, enhancing eye comfort in dark environments, making it the only Android device alongside Apple to support hardware 1nit [1] - The X300 series includes a significant upgrade in camera technology, featuring a 200MP main camera and a 50MP Zeiss APO periscope telephoto lens, reducing chromatic aberration and dispersion during long-range photography [1] - The front camera has been upgraded to a 50MP ultra-clear AF camera with a 92-degree wide angle, compared to the previous generation's 32MP front camera [1]