莱恩精工在前次创业板上市报告期内存在通过与子公司签署无真实交易背景业务合同获取银行贷款的情形。具体操作模式为贷款银行向公司发放贷款后，将 资金支付给莱恩精工子公司，子公司收到银行贷款后再转回给莱恩精工。截至首次申报审计截止日2020年末，莱恩精工通过子公司向银行贷款1.13亿元，部 分银行贷款尚未归还完毕。 首次申报审计截止日后，莱恩精工与子公司之间仍持续通过签署无真实交易背景的业务合同获取银行贷款，金额共计1亿元。基于上述违规情形，2022年8月 深交所向莱恩精工出具监管函，决定对公司采取书面警示的自律监管措施。这一财务内控问题直接导致莱恩精工上市受阻，公司创业板申报于2022年7月终 止审核。 苏州莱恩精工合金股份有限公司在三年前因财务内控问题导致创业板IPO失败后，如今重新启动上市计划，将目标转向北交所。该公司在2021年冲刺创业板 期间，因违规转贷问题收到深交所监管函。其第一大客户Tricam的资信状况也曾遭到中国出口信用保险公司质疑。 公司股权结构呈现高度集中特征，实际控制人张建元、张秀卓父女掌控着公司全部表决权。作为"85后"的张秀卓已完成对企业的全面接班，担任董事长兼总 经理职务。值得关注的是， ...

巴西声明称，伊拉克取消对巴西鸡肉进口的限制。 ...

美联储古尔斯比：如果贸易政策影响消失了，我们应该继续降息。 ...

智通财经6月24日电，欧洲央行管委Joachim Nagel表示，鉴于美国贸易政策以及中东局势给前景蒙上阴 影，该央行不应就某一特定利率路径作出承诺。这位德国央行行长周一表示，"除了中东局势之外，我 们未来货币政策路径面临的最大不确定因素无疑是难以预测的美国贸易政策。"Nagel在位于德国弗莱堡 的瓦尔特·奥伊肯研究所(Walter Eucken Institute)发表讲话时表示，"不仅不清楚其影响有多大，甚至最终 也无法确定"特朗普推行的关税将会引发通胀还是通缩。 欧洲央行管委Nagel：鉴于高度不确定性 欧洲央行无法就特定利率路径做出承诺 ...

Financial Data and Key Metrics Changes - CMC reported net earnings of $83.1 million or $0.73 per diluted share on net sales of $2 billion, with adjusted earnings of $84.4 million or $0.74 per diluted share, reflecting a decline from the prior year period [7][29] - Consolidated core EBITDA was $204.1 million with a core EBITDA margin of 10.1%, down from 12.3% in the prior year period [30] - North American Steel Group adjusted EBITDA decreased 24% year-over-year to $186 million, with an adjusted EBITDA margin of 11.9% compared to 14.7% in the previous year [30][31] Business Line Data and Key Metrics Changes - North American Steel Group experienced lower margins over scrap, impacting profitability, while Emerging Business Group's net sales increased by 4.7% year-over-year to $197.5 million, with adjusted EBITDA up 7% [30][34] - Europe Steel Group reported adjusted EBITDA of $3.6 million, a significant improvement from a loss of $4.2 million in the prior year, driven by increased shipment volumes and cost management efforts [35][36] Market Data and Key Metrics Changes - Finished steel shipments in North America increased by 3.2% year-over-year, with daily rebar shipments growing approximately 1.3% [33] - The construction and industrial activity remained resilient, with strong demand signals in both non-residential and infrastructure markets, despite economic uncertainties [9][10] Company Strategy and Development Direction - CMC is executing a strategy aimed at enhancing financial profiles and achieving higher, more stable margins and cash flows through operational excellence and strategic growth initiatives [6][22] - The company is focused on value-accretive organic growth, particularly through its micro mill projects, which are expected to contribute significantly to EBITDA [24][25] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the long-term outlook, citing strong structural drivers for construction activity, including infrastructure investment and reshoring trends [11][12] - The company anticipates improved financial results in the fourth quarter, driven by seasonal trends and higher steel product margins [41][42] Other Important Information - CMC's cash and cash equivalents totaled $893 million, with total liquidity exceeding $1.7 billion, providing flexibility for strategic growth and shareholder returns [37][38] - The company expects to invest between $425 million and $475 million in capital expenditures for fiscal 2025, down from previous guidance due to project delays [39][40] Q&A Session Summary Question: Steel products volumes in North America - Management acknowledged that steel product volumes were up only 7% sequentially due to outages and challenges in production, but expects a strong fourth quarter with volumes following normal seasonal trends [45][46][48] Question: U.S. rebar pricing - Management noted that while they do not discuss prices directly, they are focused on creating value over volume and will continue to monitor pricing dynamics [51][52][54] Question: Update on Arizona two utilization rate - Management reported good progress with Arizona two, expecting to exit the year at around 70% to 75% utilization and anticipates profitability in the fourth quarter [58][61] Question: West Virginia project delays - Management clarified that delays were due to tax credit compliance and weather issues, not market conditions, and expressed optimism about future demand [64][70] Question: Inorganic growth opportunities - Management indicated a good pipeline for potential acquisitions, emphasizing discipline in evaluating opportunities and the importance of achieving synergies to enhance value [75][79]

金十数据6月23日讯，欧洲央行管委内格尔表示，鉴于美国的贸易政策和中东局势给前景蒙上了阴影， 欧洲央行不应该承诺某种利率路径。内格尔周一表示："除了中东局势的发展，我们未来货币政策进程 最大的不确定因素无疑是不可预测的美国贸易政策。"他表示，不仅不清楚影响会有多强，而且最终甚 至不确定特朗普总统的关税举措是会导致通胀还是会抑制通胀。内格尔说："因此，我们作为管理委员 会成员继续保持灵活性和数据依赖性，这是明智的。" 欧洲央行管委内格尔：鉴于高度不确定性，欧洲央行不能对利率路径做出承诺 ...

欧洲央行管委Legal：中东局势和美国贸易政策造成不确定性。 ...

大宗商品研究所 农产品研发报告 农产品日报 2024 年 06 月 23 日 研究员：刘倩楠 | 期货盘面 | 收盘 | 涨跌幅 | 成交量(手) | 增减幅 | 空盘量 | 增减量 | | --- | --- | --- | --- | --- | --- | --- | | CF01合约 | 13500 | -15 | 35,530 | 5786 | 154,498 | 58 | | CF05合约 | 13470 | -25 | 1,183 | 332 | 5,608 | 492 | | CF09合约 | 13465 | -30 | 184,987 | 38955 | 515,356 | -9626 | | CY01合约 | 19770 | 0 | 0 | 0 | 37 | 0 | | CY05合约 | 18550 | 0 | 0 | 0 | 0 | 0 | | CY09合约 | 19700 | -35 | 5219 | -931 | 21159 | -498 | | | | | 现货价格 | | | | | | | 价格 | 涨跌 | | 价格 | 涨跌 | | CCIndex3128B（元/吨） | ...

目 录 一、关于境外业务……………………………………………………第 1—21 页 二、关于山西生产基地火灾事项…………………………………第 21—25 页 三、关于出售子公司交易…………………………………………第 25—36 页 四、关于货币资金与借款…………………………………………第 36—44 页 五、关于资产处置损失……………………………………………第 44—53 页 六、关于固定资产…………………………………………………第 53—61 页 七、关于应收账款…………………………………………………第 61—74 页 八、关于存货………………………………………………………第 74—81 页 关于晶 科 能 源股份有限公司 天健函〔2025〕643 号 上海证券交易所： 由晶 科 能 源股份有限公司（以下简称晶 科 能 源公司或公司）转来的《关于晶 科能源股份有限公司 2024 年年度报告的信息披露监管问询函》（上证科创公函 〔2025〕0158 号，以下简称监管问询函）奉悉。我们已对监管问询函所提及的 晶 科 能 源公司事项进行了审慎核查，现汇报如下。由于涉及商业敏感信息，公司 申请对客户名称、毛利率等数据 ...

智通财经APP获悉，韩国最新贸易数据显示经济韧性初现，在7月初美国全面加征关税最后期限临近之 际，韩国政府正加紧与美国展开谈判。 周一公布的海关数据显示，韩国6月前20天出口额同比增长8.3%，较5月全月1.3%的降幅显著改善。同 期进口增长5.3%，实现26.2亿美元贸易顺差。 补充预算将通过削减支出和增发债务组合筹资，预计将使政府债务与GDP之比升至49%。政策制定者正 试图在经济支持与财政可持续性间寻求平衡，同时应对日益紧张的贸易局势。 韩国央行已将基准利率下调至2.5%，并将全年增长预期降至0.8%，警告称若下半年形势需要可能进一 步放宽政策。 随着新政府上台和财政工具陆续启用，市场关注焦点集中于出口动能能否持续复苏，以及能否在关税宽 限期结束前实现对美谈判突破。 美国贸易政策仍存变数。根据既定计划，特朗普政府对韩国商品征收的10%全面关税将于7月9日上调至 25%。本月刚刚就任的韩国总统李在明尚未在谈判中取得实质性突破。原定上周在加拿大G7峰会期间 与特朗普的会晤在最后一刻取消。 若关税上调生效，韩国将成为美国盟友中遭受最严厉贸易惩罚的国家之一。此外，针对汽车、钢铁和铝 制品的行业性关税将进一步冲击 ...