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油脂油料早报-20250530
Yong An Qi Huo· 2025-05-30 09:25
Report Industry Investment Rating - No relevant content provided Core Viewpoints - Malaysia is increasing the mandatory biodiesel blending ratio for ground transportation vehicles at its major international airports from B10 to B20 as part of its effort to achieve net - zero carbon emissions by 2050 [1] - Pakistan's imports of palm oil and soybean oil have increased significantly year - on - year from July last year to April this year [1] Summary by Related Content Malaysia's Biodiesel Policy - Malaysia's plantation and commodity minister announced the increase of the mandatory biodiesel blending ratio for ground transportation vehicles from B10 to B20 [1] - Currently, Malaysia enforces the B10 policy nationwide, but B20 standards are already in place in Labuan, Langkawi, and parts of Sarawak [1] - Similar biodiesel pilot projects are being implemented at several major ports [1] Pakistan's Oil Imports - From July last year to April this year, Pakistan imported over 2.75 million tons of palm oil worth $2.87 billion, up from 2.498 million tons worth $2.3 billion in the same period last year [1] - During the same period, Pakistan imported 262,001 tons of soybean oil worth $279.626 million, compared to 108,205 tons worth $116.6 million last year [1] - In April, Pakistan imported 260,907 tons of palm oil worth $289.078 million, a 37.93% increase from the same month last year [1] Spot Prices - The spot prices of various oilseeds and oils in different regions from May 23 to May 29, 2025, are presented in a table, showing price fluctuations over time [2]
创十年来最强全年盈利纪录,受关税波及,捷豹路虎预调整全球业务
Hua Xia Shi Bao· 2025-05-16 02:29
Financial Performance - Jaguar Land Rover reported a pre-tax profit of £2.5 billion for the fiscal year 2025, a 15% increase year-on-year, with revenue remaining stable at £29 billion [2] - The company's EBIT margin was 8.5%, while net profit decreased to £1.8 billion from £2.6 billion in the previous fiscal year [2] - Free cash flow stood at £1.5 billion, attributed to strong sales of high-value brands such as Range Rover and Defender, which increased their share of total wholesale sales from 61% to 68% [2] Market Challenges - The company is facing challenges due to the impact of new U.S. tariffs, prompting Tata Motors to reassess profit forecasts for Jaguar Land Rover [3] - A new trade agreement allows up to 100,000 British cars to enter the U.S. market at a 10% tariff, which is an improvement from the previous 25% but still higher than the pre-Trump rate of 2.5% [3] - The North American market, which saw a 14.4% increase in wholesale volume in Q4 of fiscal 2025, may experience a decline due to tariffs affecting the Defender model produced in Slovakia [4] Strategic Adjustments - Jaguar Land Rover is focusing on diversifying its market strategy to mitigate risks associated with U.S. tariffs, aiming to become a fully electric luxury car manufacturer by 2030 and achieve net-zero carbon emissions by 2039 [5] - The company plans to increase its investment from £15 billion to £18 billion over the next five years for electric product development [6] - A significant investment of £500 million will be allocated for the electrification upgrade of the Halewood plant in the UK, enhancing production efficiency [6] Collaboration and Market Expansion - Jaguar Land Rover has signed a strategic cooperation agreement with Chery to focus on electric vehicle production for the Chinese market, launching a new brand "Freelander" [7] - The partnership aims to leverage Chery's electric platform while phasing out production of certain existing models in China [7] - The company is also exploring growth opportunities in other regions, particularly in light of favorable trade agreements with India that significantly reduce import tariffs on British vehicles [5]
9家中企入围8GWh储能项目预选名单
起点锂电· 2025-01-05 04:54
近日,沙特电力采购公司(SPPC)宣布了其首轮电池储能系统(BESS)项目的预入选名单, 共有33家公司获得沙特第一组电池储能系统(BESS)项目或G1BESS项目的预入选资格,其中 21家公司通过"管理标和技术标投标人"类别的资格预审,12家公司通过"管理"类别的资格预 审。 值得一提的是,33家入围公司中, 9家中企在列。 具体来看,中能建海外投资有限公司、中国电力工程顾问集团国际工程有限公司、中国南方电 网国际(香港)公司、 远景能源公司 、晶科电力(香港)、华能集团孙公司尚华投资公司、 国家电投黄河上游水电开发有限公司入围"管理标和技术标投标人";协鑫智慧能源(苏州)有 限公司、中国电建入围"管理"标。 据悉,此次招标是沙特阿拉伯能源转型计划的一部分,共有四个电池储能项目,每个项目装机 容量为500MW/2000MWh,合计2GW/8GWh。 沙特阿拉伯政府拟通过公开竞标方式加快储能发展,到2030年实现48GWh的储能容量,以支持 其电力结构中可再生能源比例达到50%的目标,并最终在2060年达到净零碳排放。 资料显示,沙特电力采购公司于2024年11月4日正式发布了首轮电池储能项目招标资格预审邀 ...