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苹果(AAPL.O)CEO库克:苹果公司对关税问题“非常关注”。
news flash· 2025-05-01 21:38
苹果(AAPL.O)CEO库克:苹果公司对关税问题"非常关注"。 ...
突发!马斯克,遭遇“双重打击”?
券商中国· 2025-05-01 04:55
亿万富豪马斯克,面临"下岗"危机! 据最新消息,《华尔街日报》称,由于对马斯克过度介入政治感到担忧,以及特斯拉股价暴跌等原因,特斯拉董事会已开始 寻找继任马斯克的首席执行官。此外,多家外媒报道称,马斯克正准备卸任其在政府效率部(DOGE)的官方职务。 也就是说,全球首富马斯克,面临"双下岗"危机。 值得注意的是,特斯拉股价周三下跌3.38%,市值报9088亿美元。自去年12月创下的历史高点以来,特斯拉股价累计下跌超 40%。 被特斯拉踢出局? 当地时间4月30日,《华尔街日报》援引知情人士消息称,由于美国汽车制造商特斯拉公司股价下跌以及一些投资者对该公司 首席执行官马斯克持续关注白宫的举动感到不满,特斯拉董事会开始认真考虑寻找马斯克的继任者。 知情人士透露,特斯拉公司董事会成员已联系高管猎头公司,正式启动寻找首席执行官马斯克继任者的程序。报道称,这一 行动大约是在一个月前开始的,当时投资者对马斯克在削减美国政府成本的相关职务上投入的时间感到担忧。 报道称,大约在同一时间,特斯拉的董事会成员告诉马斯克他需要更多时间投入到特斯拉的事务中,马斯克对此并未提出异 议。报道还称,尽管董事会将关注点集中在一家猎头公司上, ...
Wind风控日报 | 民营经济促进法出台,自今年5月20日起施行
Wind万得· 2025-04-30 22:29
Group 1 - The Private Economy Promotion Law was passed and will take effect on May 20, 2025, aiming to optimize the development environment for the private economy and ensure fair market competition [1][3] - China's official manufacturing PMI for April was reported at 49, down from 50.5, indicating a decline in manufacturing sentiment [1][3] - The Ministry of Market Regulation has launched a special action to rectify irregular charges related to enterprises, focusing on key areas and issues [2][3] Group 2 - The Shenzhen Stock Exchange has revised the index compilation plan for the ChiNext board to enhance investment viability [15] - The first quarter GDP of the United States decreased by 0.3%, marking the first contraction since 2022 [21] - The ADP employment figures for April in the U.S. showed an increase of only 62,000 jobs, significantly below expectations [22] Group 3 - The Gansu Civil Aviation Airport Group announced an increase in borrowings of 2.706 billion yuan, which accounts for 122.77% of its net assets at the end of the previous year [7] - Xiangyang Housing Investment Co., Ltd. reported a total external guarantee balance of 2.491 billion yuan, representing 20.97% of its net assets at the end of the previous year [8] - Shenzhen Zhenye Group Co., Ltd. announced a net loss of 1.568 billion yuan for 2024, which is 29.02% of its net assets [10]
热轧卷板市场周报:关税扰动、表需回升,热卷期价弱势运行-20250430
Rui Da Qi Huo· 2025-04-30 10:48
Report Summary 1. Investment Rating No investment rating for the industry is provided in the report. 2. Core View The hot-rolled coil futures price is weakly operating under the influence of tariff disturbances and the recovery of apparent demand. The macro environment has both domestic positive signals and overseas uncertainties. The supply and demand situation shows that production is increasing, demand is resilient, and inventory is decreasing. Cost factors are mixed, with iron ore being relatively resistant to decline and coke having a second round of price increases. Technically, the HC2510 contract is under pressure. The recommended strategy is to conduct range trading on the hot-rolled coil 2510 contract, paying attention to operation rhythm and risk control [8]. 3. Summary by Directory 3.1 Week - on - Week Summary - **Market Review**: As of April 30, the closing price of the hot-rolled coil main contract was 3204 yuan/ton (+0), and the spot price of Hangzhou Lianggang hot-rolled coil was 3260 yuan/ton (+0). The production of hot-rolled coils continued to increase to 317.5 (+3.1) million tons. Terminal demand was resilient, with the apparent demand in this period at 324.36 (+0.2) million tons (year - on - year +0.89). The total inventory decreased for eight consecutive weeks to 367.69 (-6.86) million tons (year - on - year -42.3). The steel mill profitability rate was 57.58%, an increase of 2.6 percentage points from last week and 6.93 percentage points from last year [6]. - **Market Outlook**: Overseas, the US is negotiating customized agreements with 15 - 18 "important trading partners", and one of the first agreements may be with India. Domestically, the National Development and Reform Commission is confident in achieving this year's economic and social development goals. In terms of supply and demand, the weekly production of hot-rolled coils continued to increase, the capacity utilization rate remained above 80%, inventories in factories and society declined, and the apparent demand continued to rise. In terms of cost, iron ore was relatively resistant to decline, port inventories increased, and iron water production also increased; coal mines were in normal production, coke enterprises' production capacity utilization rate increased, and coke prices had a second round of increases. Technically, the HC2510 contract's daily K - line was under pressure from multiple moving averages, and the MACD indicator showed that DIFF and DEA were operating below the 0 - axis. The recommended strategy is range trading for the hot-rolled coil 2510 contract [8]. 3.2 Futures and Spot Market - **Futures Price**: This week, the HC2510 contract fluctuated weakly and was weaker than the HC2601 contract. On the 30th, the price difference was -28 yuan/ton, a week - on - week decrease of 1 yuan/ton [14]. - **Warehouse Receipts and Positions**: On April 30, the hot-rolled coil warehouse receipts of the Shanghai Futures Exchange were 334,016 tons, a week - on - week decrease of 19,185 tons. The net long position of the top 20 in the hot-rolled coil futures contract was 118,068 lots, a decrease of 18,409 lots from the previous week [20]. - **Spot Price**: On April 30, the spot price of Shanghai hot-rolled coil 5.75mm Q235 was 3260 yuan/ton, a week - on - week increase of 0 yuan/ton; the national average price was 3331 yuan/ton, a week - on - week decrease of 2 yuan/ton. This week, the spot price of hot-rolled coils was similar to the futures price, and on the 30th, the basis was 56 yuan/ton, a week - on - week increase of 0 yuan/ton [27]. 3.3 Upstream Market - **Raw Material Prices**: On April 30, the price of 61% Australian Macfarlane powder ore at Qingdao Port was 805 yuan/dry ton, a week - on - week increase of 2 yuan/dry ton. The spot price of first - class metallurgical coke at Tianjin Port was 1540 yuan/ton, a week - on - week increase of 0 yuan/ton [31]. - **Shipping and Arrival Volumes**: From April 21 - 27, 2025, the total shipment volume of Australian and Brazilian iron ore was 27.584 million tons, a week - on - week increase of 3.207 million tons. The total arrival volume at 47 Chinese ports was 26.796 million tons, a week - on - week increase of 2.304 million tons [35]. - **Inventory**: This week, the total inventory of imported iron ore at 47 ports was 147.81 million tons, a week - on - week increase of 2.31 million tons. The coke inventory of coking plants increased, and the capacity utilization rate was 75.27%, an increase of 1.86 percentage points [40][44]. 3.4 Industry Situation - **Supply Side**: In March 2025, the crude steel output was 92.84 million tons, a year - on - year increase of 4.6%. From January to March, the cumulative export of steel was 27.429 million tons, a year - on - year increase of 6.3%. On April 25, the blast furnace operating rate of 247 steel mills was 84.33%, a week - on - week increase of 0.77 percentage points. The total inventory of hot-rolled coils decreased to 367.69 million tons, a week - on - week decrease of 6.86 million tons [48][51][55]. - **Demand Side**: From January to March 2025, the total output of the Chinese automobile industry was 7.561 million vehicles, a year - on - year increase of 14.5%; the total sales were 7.47 million vehicles, a year - on - year increase of 11.2%. The production of household appliances also increased year - on - year [58].
螺纹钢市场周报:关税扰动,螺纹钢期价维持弱势-20250430
Rui Da Qi Huo· 2025-04-30 10:48
瑞达期货研究院 「2025.04.30」 关 注 我 们 获 目录 1、周度要点小结 2、期现市场 3、产业情况 4、期权市场 「周度要点小结1」 研究员:蔡跃辉 期货从业资格号F0251444 期货投资咨询从业证书号Z0013101 取 更 多 资 讯 螺纹钢市场周报 关税扰动,螺纹钢期价维持弱势 业务咨询 添加客服 行情回顾 1. 价格及价差:截至4月30日收盘,螺纹主力合约期价3096(-5),杭州螺纹中天现货价格3230(+40)。(单位: 元/吨) 2. 产量:螺纹产量继续小幅下调。229.11(-0.11)。(单位:万吨) 3. 需求:表观需求回落。本期表需259.94(-13.88),(同比-28.06)。(单位:万吨) 4. 库存:厂库和社库延续双降,总库存八连降。螺纹钢总库存702.33(-30.83),同比-246.51。(单位:万吨) 5. 钢厂盈利率:钢厂盈利率57.58%,环比上周增加2.6个百分点,同比去年增加6.93个百分点。 「 周度要点小结2」 行情展望 3 来源:瑞达期货研究院 4 来源:瑞达期货研究院 1. 宏观方面:海外,美国财政部长斯科特·贝森特在接受采访时表示,美国 ...
焦煤市场周报:关税战冲击供应链,商品偏弱焦煤下行-20250430
Rui Da Qi Huo· 2025-04-30 09:04
瑞达期货研究院 「2025.04.30」 焦煤市场周报 目录 1、周度要点小结 2、期现市场 3、产业链情况 「 周度要点小结1」 关税战冲击供应链,商品偏弱焦煤下行 研究员:徐玉花 期货从业资格号F03132080 期货投资咨询从业证书号 Z0021386 关 注 我 们 获 取 更 多 资 讯 业 务 咨 询 添 加 客 服 行情回顾 3 来源:瑞达期货研究院 1. 523家炼焦煤矿山产量:原煤日均产量198.6万吨,环比增1.0万吨。 2. 110家洗煤厂产量:日均产量53.44万吨减1.34万吨。 3. 炼焦煤总库存(独立焦化厂+6大港口+钢厂):为1926.08万吨,环比下降24.26万吨,同比增加15.97%。 4. 吨焦盈利情况:全国30家独立焦化厂平均吨焦亏损9元/吨。 5. 钢厂盈利率:钢厂盈利率57.58%,环比上周增加2.60个百分点,同比去年增加6.93个百分点。 6. 需求端铁水产量:铁水延续增加。日均铁水产量 244.35万吨,环比上周增加4.23万吨,同比去年增加15.63万吨。 「 周度要点小结2」 行情展望 4 来源:瑞达期货研究院 1. 宏观方面,一季度钢铁行业盈利75.1 ...
金价小跌6元!2025年4月30日各大金店黄金价格多少钱一克?
Sou Hu Cai Jing· 2025-04-30 07:55
| | | 今日金店黄金价格一览(2025年4月30日) | | | | --- | --- | --- | --- | --- | | 金店报价 | 今日金价 | 单位 | 变动幅度 | 涨跌 | | 老庙黄金价格 | 1016 | 元/克 | 6 | 跌 | | 六福黄金价格 | 1022 | 元/克 | 6 | 版 | | 周大福黄金价格 | 1022 | 元/克 | 6 | 品 | | 周六福黄金价格 | 1022 | 元/克 | 6 | 品 | | 金至尊黄金价格 | 1022 | 元/克 | 6 | 跌 | | 老凤祥黄金价格 | 1018 | 元/克 | 7 | 联 | | 潮宏基黄金价格 | 1022 | 元/克 | 6 | 品 | | 周生生黄金价格 | 1022 | 元/克 | 9 | 跌 | | 菜百黄金价格 | 1005 | 元/克 | 0 | मे | | 上海中国黄金价格 | 993 | 元/克 | 13 | 品 | | 周大生黄金价格 | 1022 | 元/克 | 6 | 版 | 在关注黄金走势之余,再让我们来看一下铂金价格。以周生生黄金为例,今日黄金饰品价格下跌9元/克,铂金饰 ...
韩国财长崔相穆:不会急于与美国就关税问题进行谈判。
news flash· 2025-04-30 01:54
韩国财长崔相穆:不会急于与美国就关税问题进行谈判。 ...