财联社·2025-07-10 22:56Industry News - Baotou Steel and Northern Rare Earth announced that the price of rare earth concentrate for the third quarter of 2025 will be adjusted to 19,109 yuan/ton (excluding tax), an increase of 1.5% from the second quarter's price of 18,825 yuan/ton, marking four consecutive quarters of price increases since Q4 2024 [5][6] - The China Nonferrous Metals Industry Association's Silicon Industry Branch reported that silicon wafer prices have stabilized this week, despite a lack of significant recovery in terminal demand in the domestic photovoltaic market. Silicon material companies have begun to raise prices, leading to a more positive market outlook [6] - The European defense technology startup Helsing has indicated that Europe could deploy unmanned combat aircraft within a few years, with its AI system accumulating experience equivalent to 1 million pilot hours in just 72 hours [7] - The China Construction Machinery Industry Association reported that total excavator sales reached 120,500 units in the first half of the year, a year-on-year increase of 16.8%. The demand for earth-moving equipment is expected to maintain stable growth in the second half of the year [7] - OPEC's 2025 World Oil Outlook states that global oil demand is projected to average 105 million barrels per day this year, increasing to 106.3 million barrels per day in 2026 and 111.6 million barrels per day by 2029, with forecasts for 2026-2029 being lower than previous expectations [7] Company News - Zhiyuan Robotics responded to rumors about its IPO plans in Hong Kong, stating that there are no concrete plans for such an offering [9] - Xinya Electronics announced that during the period of stock fluctuations, its directors and senior management have reduced their holdings in the company's stock [10] - Saily's announcement indicated a projected net profit increase of 66%-97% year-on-year for the first half of the year [10] - China Shipbuilding Industry Corporation expects a net profit increase of 98%-119% year-on-year for the first half of the year [10] - WuXi AppTec anticipates an adjusted net profit of approximately 6.315 billion yuan for the first half of the year, representing a year-on-year growth of about 44% [10] - Sanmei Co. expects a net profit increase of 147%-172% year-on-year for the first half of the year, driven by a significant rise in the average price of its fluorinated refrigerants [10] - Jiangfeng Electronics plans to raise no more than 1.95 billion yuan through a private placement for the industrialization of ultra-high-purity metal sputtering targets for integrated circuits [10]