黑色建材日报 2026-04-01 黑色建材组 陈张滢 从业资格号：F03098415 交易咨询号：Z0020771 0755-23375161 chenzy@wkqh.cn 郎志杰 从业资格号：F3030112 交易咨询号：Z0023202 0755-23375125 langzj@wkqh.cn 万林新 从业资格号：F03133967 0755-23375162 wanlx@wkqh.cn 赵 航 从业资格号：F03133652 0755-23375155 zhao3@wkqh.cn 【行情资讯】 螺纹钢主力合约下午收盘价为 3121 元/吨, 较上一交易日跌 18 元/吨（-0.57%）。当日注册仓单 83113 吨, 环比减少 0 吨。主力合约持仓量为 90.11 万手，环比减少 75389 手。现货市场方面, 螺纹钢天津汇总价格 为 3200 元/吨, 环比减少 10 元/吨; 上海汇总价格为 3220 元/吨, 环比减少 10 元/吨。 热轧板卷主力合 约收盘价为 3294 元/吨, 较上一交易日跌 14 元/吨（-0.42%）。 当日注册仓单 546018 吨, 环比减少 0 吨。 主力合约持仓 ...

"Even with diplomatic channels reportedly still active and intermittent comments from the U.S. administration predicting a short end to the conflict, the combination of limited tangible diplomatic progress, continued maritime attacks, and explicit threats against energy assets keeps supply risks skewed to the upside," LSEG analysts said in a note. Prices recovered some of their daily losses from Tuesday, when Brent futures for June delivery settled downmore than $3 after unconfirmed media reports that Iran' ...

Nxtra Data, Bharti Airtel's data center arm, secures $1 billion in funding, valuing the company at $3.1 billion.India's data center market is rapidly expanding, with global tech giants and private equity firms investing billions to capitalize on AI-driven demand.Government incentives and projected fivefold growth in data center capacity by 2030 position India as a leading global data center hub.NSE:BHARTIARTL, Bharti Airtel, is a major player in India's telecommunications industry, ranking as the second-lar ...

While oil prices are likely to remain elevated, investors may be contemplating if it's time to take profits in Chevron (CVX) or Exxon Mobil ((XOM) stock amid reports that Iran is open to ending the war with the U.S.  Crude oil prices retreated 1% on Tuesday but remain over $100 a barrel, a price point that offers superior operating leverage for Chevron and Exxon.To that point, both operate across the entire energy chain, from exploration and production (upstream) to transportation and storage (midstream) an ...

Meta is using artificial intelligence to handle some of the tasks that help it build safer products and services, the company said in a Tuesday (March 31) blog post.By completing this form, you agree to receive marketing communications from PYMNTS and to the sharing of your information with our sponsor, if applicable, in accordance with our Privacy Policy and Terms and Conditions .Complete the form to unlock this article and enjoy unlimited free access to all PYMNTS content — no additional logins required.T ...

维持2026 年和2027 年盈利预测不变。当前A 股股价对应2026/2027 年25.6 倍/20.5 倍市盈率。当前H 股 股价对应2026/2027 年15.3 倍/12.1 倍市盈率。A 股维持跑赢行业评级和35.00 元目标价，对应32.0 倍 2026 年市盈率和25.7 倍2027 年市盈率，较当前股价有25.1%的上行空间。H 股维持跑赢行业评级和 26.00 港元目标价，对应21.2 倍2027 年市盈率和16.8 倍2027 年市盈率，较当前股价有38.2%的上行空 间。 风险 发展趋势 实验室服务稳健增长，大客户需求增长强劲。2025 年，实验室服务板块收入81.59 亿元，同比增长 15.78%，毛利率为45.10%，同比提升0.18ppt，保持稳定高盈利水平，来自于全球前20 大制药企业客户 的收入同比增长29.37%，收入占比提升至20.09%。公司大力拓展多肽、寡核苷酸、ADC 等新分子类型 业务，2025 年生物科学占比已超过56%，成为重要增长点小分子CDMO 商业化迎里程碑。2025 年小分 子CDMO 实现收入34.83 亿元，同比增长16.53%，毛利率为34.31% ...

证券研究报告 | 2026年03月31日 中金公司（601995.SH） 优于大市 多条线协同，国际化拓展成效显著 多业务协同发展，四季度单季盈利增长。2025 年公司实现营业收入 284.81 亿元，同比提升 33.50%；实现归母净利润 97.91 亿元,同比提升 71.93%；对 应 EPS 为 1.88 元，同比提升 81.15%；ROE 为 9.39%，同比增加 3.88pct。四 季度单季度盈利大增，实现营收入 77.20 亿元，环比-2.67%，归母净利润 32.24 亿元，环比+44.15%。随着市场交投活跃，权益投资、投行等业务景气 度持续回升，国际化布局成效显著。公司正推进吸收合并东兴证券、信达证 券，落地后将显著增强资本实力。 自营投资：权益投资收益高增，债券收益受市场波动影响。2025 年公司实现 投资收入 142.01 亿元，同比+40.32%。从投资规模来看，年末公司金融投资 规模同比增加14.8%至4267.15亿元。其中，FVTPL账户增加164亿元至2,954 亿元，同比+5.9%；FVOCI 权益账户增加 42 亿元至 120 亿元，同比+52.8%； FVOCI 债权增加 ...

研究报告 Research Report 31 Mar 2026 信达生物 Innovent Biologics (1801 HK) 25 年业绩回顾：创新产品稳健放量；利润端实现扭亏；研发管线布局全面 FY25 Review: Rapid Sales Ramp-up of Innovative Drug Portfolio; Realize NP Breakeven; Comprehensive R&D Pipeline Layout [Table_yemei 观点聚焦 1] Investment Focus [Table_Info] 维持优于大市 Maintain OUTPERFORM 评级 优于大市 OUTPERFORM 现价 HK$84.90 目标价 HK$107.40 HTI ESG 3.6-1.4-3.5 E-S-G: 0-5, (Please refer to the Appendix for ESG comments) 市值 HK$147.32bn / US$18.80bn 日交易额 (3 个月均值) US$122.18mn 发行股票数目 1,735mn 自由流通股 (%) 90% 1 年股价 ...

Key TakeawaysGlobal equity markets soared as President Trump suggested the Iran conflict could end within 2 to 3 weeks, triggering a 4.5% jump in the KOSPI and a 3.6% rally in the Nikkei 225.SpaceX is reportedly lining up a massive syndicate of 21 banks to manage its highly anticipated initial public offering (IPO), signaling one of the largest market debuts in history.The Korea Exchange activated a "sidecar" trading halt after KOSPI 200 futures surged 5%, as risk sentiment shifted violently toward a "peace ...

格隆汇4月1日丨RAFFLESINTERIOR(01376.HK)发布公告，公司股份将自2026年4月1日上午九时正起暂 停于联交所买卖，直至刊发2025年年度业绩为止。 ...