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A股盘前播报 | 美联储连续第五次维持利率不变 特朗普宣布对进口半成品铜征收50%关税
智通财经网·2025-07-31 00:40

Industry Insights - Trump announced a 50% tariff on imported semi-finished copper products starting August 1, leading to a 20% drop in New York copper prices within minutes, raising concerns about increased costs for U.S. manufacturers and potential negative impacts on the manufacturing sector [2] - The Federal Reserve maintained the federal funds rate target range at 4.25% to 4.50%, consistent with market expectations, marking the fifth consecutive meeting without a rate change. Powell indicated that the impact of tariffs on inflation remains to be observed [3] - The China Coking Industry Association announced a fifth round of price increases for coke starting July 31, indicating a shift in supply-side strategies compared to previous reforms, focusing more on pragmatic bottom-line impacts [11] Company Updates - Upwind New Materials announced a suspension of trading for investigation due to significant stock price fluctuations, with a staggering increase of 1083.42% from July 9 to July 30, potentially driven by strategic acquisitions [4] - Extreme Technology expects a net profit of 88.66 million yuan for the first half of the year, a year-on-year increase of 2062.33% [14] - Jinhe Biology reported a net profit of 138 million yuan for the first half of the year, reflecting a year-on-year increase of 51.52% [14] - PetroChina Oilfield Services won a construction project worth 3.597 billion yuan [14] - Nanchin Technology anticipates a net profit between 109 million and 133 million yuan for the first half of the year, a decrease of 35.09% to 47.03% year-on-year [14] - Desheng Technology's controlling shareholder plans to reduce its stake by no more than 3% [14] - Hatou Holdings' major shareholder intends to reduce its stake by no more than 1% [14]