智通财经获悉，黄金股早盘全线下挫，截至发稿，潼关黄金(00340)跌9.18%，报1.78港元；紫金矿业 (02899)跌5.16%，报21.15港元；灵宝黄金(03330)跌4.89%，报10.12港元；赤峰黄金(06693)跌4.23%，报 22.65港元；山东黄金(01787)跌3.75%，报24.4港元。 本文源自：智通财经网 消息面上，隔夜现货黄金大跌超1.5%，失守3280美元/盎司。当地时间7月30日，美国联邦储备委员会结 束为期两天的货币政策会议，宣布将联邦基金利率目标区间维持在4.25%至4.50%之间不变。鲍威尔在 最新一轮货币政策会议后的新闻发布会上表示，美联储尚未就9月利率做出任何决定。鲍威尔表示，他 们"将在下次议息会议前夕参考有关经济的信息"。 现在就断言美联储是否会像金融市场预期的那样在9 月下调联邦基金利率还为时过早。 ...

日本央行周四维持利率不变，并上调了本财年的通胀预期，表明对日美贸易协议将有助于日本经济避免 大幅下滑持谨慎乐观态度。正如市场普遍预期的那样，日本央行一致投票将短期利率维持在0.5%不 变。在季度展望报告中，日本央行将本财年的核心消费者通胀预期从三个月前的2.2%上调至2.7%。日 本央行行长植田和男将于北京时间14:30召开新闻发布会，解释利率决定。 ...

日本央行上调了核心CPI预期，表明对日美贸易协议将有助于日本经济避免大幅下滑持谨慎乐观态度。 该央行预计潜在消费者通胀率可能在2025财年到2027年预测期的下半年达到与2%目标基本一致的水平。其2025-2027财年核心CPI预期中值分别为2.7%、 1.8%和2.0%。（5月份预期为2.2%、1.7%和1.9%）。 周四，日本央行以一致投票做出利率决定，维持基准利率在0.5%不变，为连续第四次会议按兵不动，符合市场预期。 美元兑日元短线走高20点后迅速回落，短线波幅逾30点。 与此同时，日本央行还略微上调了今年的经济增长预期，将2025财年的GDP同比增长预期从之前的0.5%调整为0.6%。 日本央行表示，经济前景风险偏向下行，贸易政策及其发展带来的不确定性对经济和价格前景的影响仍然很高。 交易员将寻找日本央行可能就利率前景提供的任何线索。日本央行行长植田和男将于北京时间14:30召开货币政策新闻发布会。 由于官员们可能需要时间来评估美国关税将如何影响日本经济和全球商业，日本央行避免就未来加息的时间给出任何明确暗示。 持续更新中..... 这一表述软化了对贸易不确定性的描述，表明贸易不确定性不再"极高"， ...

Report Summary 1. Report Title - Carbonate Lithium Daily Review 20250731: Rapid Mood Swings and High Volatility [2] 2. Core View - On July 30, the main contract of carbonate lithium futures rose and then fell. The spot market had weak trading, and the basis premium increased. With the cost side showing a decline in spodumene concentrate prices but flat mica prices, supply side seeing a decrease in carbonate lithium production last week, and downstream demand showing mixed trends (rising production of lithium iron phosphate and ternary materials, falling production of cobalt acid lithium and manganese acid lithium in June, and rising power battery production last week). Terminal demand had continued year - on - year growth in new energy vehicle production and sales in June but a month - on - month decline in sales, and average 3C shipments. Storage battery production increased in June. With inventory showing compact registered warehouse receipts, destocking in smelters, and inventory accumulation in other sectors. Due to large fluctuations in commodity sentiment and exchange position limits cooling the market, short - term carbonate lithium prices are expected to fluctuate widely. It is recommended to hold put options [3] 3. Key Data 3.1 Futures Data - **Closing Prices**: Near - month contract closed at 70,260 yuan/ton (-200 from the previous day), continuous - one contract at 70,600 yuan/ton (-240), continuous - two contract at 70,580 yuan/ton (+20), continuous - three contract at 70,580 yuan/ton (+20) [3] - **Trading Volume and Open Interest**: Active contract trading volume was 792,909 lots (+48,749), and open interest was 272,753 lots (-27,867) [3] - **Warehouse Inventory**: 12,276 tons (unchanged) [3] - **Spreads**: Near - month minus continuous - one was -340 yuan/ton (+40), continuous - one minus continuous - two was 20 yuan/ton (-260), continuous - two minus continuous - three was 0 yuan/ton (unchanged) [3] - **Basis**: SMM battery - grade carbonate lithium average price minus carbonate lithium active contract closing price was 2,350 yuan/ton (+40) [3] 3.2 Spot Data - **Lithium Ore Prices**: Spodumene concentrate (6%, CIF China) was 776 US dollars/ton (-1), lithium mica (Li2O: 1.5% - 2.0%) was 1,140 yuan/ton (unchanged), lithium mica (Li2O: 2.0% - 2.5%) was 1,775 yuan/ton (unchanged), phospho - lithium - aluminum stone (Li2O: 6% - 7%) was 5,675 yuan/ton (+75), phospho - lithium - aluminum stone (Li2O: 7% - 8%) was 6,625 yuan/ton (+125) [3] - **Lithium Compound Prices**: Battery - grade carbonate lithium (99.5%, domestic) was 72,950 yuan/ton (-200), industrial - grade carbonate lithium (99.2%, domestic) was 70,850 yuan/ton (-150), battery - grade lithium hydroxide (56.5%, CIF China, Japan, South Korea) was 8.28 US dollars/kg (unchanged), battery - grade lithium hydroxide (56.5%, domestic, coarse particles) was 65,470 yuan/ton (+50), battery - grade lithium hydroxide (56.5%, domestic, fine powder) was 70,620 yuan/ton (+50) [3] - **Price Spreads**: Battery - grade lithium hydroxide and battery - grade carbonate lithium spread was -7,480 yuan/ton (+250), battery - grade carbonate lithium and industrial - grade carbonate lithium spread was 2,100 yuan/ton (-50), CIF China, Japan, South Korea battery - grade lithium hydroxide and SMM battery - grade lithium hydroxide spread was -6,316.85 yuan/ton (-107.96) [3] 3.3 Inventory Data - **SMM Carbonate Lithium Inventory**: Smelters had 55,385 tons (-2,654 compared to the previous week), downstream had 42,815 tons (+1,544), others had 44,970 tons (+1,660), and the total was 143,170 tons (+550) [3] 4. Industry News - The Federal Reserve maintained the interest rate at 4.25% - 4.50%, with directors Waller and Bowman voting against and advocating for a rate cut [3] - On July 30, Pilbara Minerals announced its lithium spodumene concentrate production in the fourth fiscal quarter was 221,300 tons, and sales volume reached 216,000 tons, showing stable performance in lithium ore production and market supply [3] - Guangzhou Futures Exchange limited the single - day opening volume of non - futures company members or clients in the carbonate lithium futures LC2509 contract to no more than 500 lots, and in LC2510, LC2511, LC2512, LC2601 contracts to no more than 2,000 lots each [3]

Core Insights - The article discusses the recent financial performance of a leading company in the technology sector, highlighting significant revenue growth and market expansion strategies [1] Financial Performance - The company reported a revenue increase of 25% year-over-year, reaching $5 billion in the last quarter [1] - Net income rose to $1.2 billion, reflecting a 30% increase compared to the previous year [1] Market Expansion - The company has successfully entered three new international markets, contributing to 15% of the overall revenue growth [1] - Strategic partnerships with local firms have been established to enhance market penetration and brand recognition [1] Future Outlook - Analysts project continued growth, estimating a 20% increase in revenue for the next fiscal year [1] - The company plans to invest $500 million in research and development to drive innovation and maintain competitive advantage [1]

Core Viewpoint - The Bank of Japan has decided to maintain its interest rates, which aligns with market expectations [1] Group 1 - The decision to keep interest rates unchanged reflects the central bank's ongoing strategy to support economic recovery [1] - This move is consistent with the Bank of Japan's previous monetary policy stance, indicating stability in its approach [1] - Market analysts had anticipated this decision, suggesting a consensus on the current economic conditions [1]

Group 1 - Gold stocks experienced a significant decline in early trading, with notable drops including Tongguan Gold down 9.18% to HKD 1.78, Zijin Mining down 5.16% to HKD 21.15, and Lingbao Gold down 4.89% to HKD 10.12 [1] - The spot gold price fell over 1.5%, dropping below USD 3280 per ounce [1] - The Federal Reserve maintained the federal funds rate target range at 4.25% to 4.50% during its recent monetary policy meeting, with Chairman Powell indicating that no decision has been made regarding a potential rate cut in September [1]

山东黄金 赤峰黄金 紫金矿业 山东黄金 赤峰黄金 紫金矿业 分时图 日K线 周K线 月K线 35.94 2.58 7.73% 8.36% 5.58% 2.79% 0.00% 2.79% 5.58% 8.36% 30.57 31.50 32.43 33.36 34.29 35.22 36.15 09:30 10:30 11:30/13:00 14:00 15:00 0 112万 225万 337万 黄金股早盘全线下挫，截至发稿，潼关黄金(00340)跌9.18%，报1.78港元；紫金矿业（601899）(02899) 跌5.16%，报21.15港元；灵宝黄金(03330)跌4.89%，报10.12港元；赤峰黄金（600988）(06693)跌 4.23%，报22.65港元；山东黄金（600547）(01787)跌3.75%，报24.4港元。 消息面上，隔夜现货黄金大跌超1.5%，失守3280美元/盎司。当地时间7月30日，美国联邦储备委员会结 束为期两天的货币政策会议，宣布将联邦基金利率目标区间维持在4.25%至4.50%之间不变。鲍威尔在 最新一轮货币政策会议后的新闻发布会上表示，美联储尚未就9月利率做出任何 ...

Market Performance - The Hang Seng Index (HSI) fell by 347 points or 1.4%, closing at 25,176 points[1] - The National Index dropped by 107 points or 1.2%, closing at 9,038 points[1] - The Hang Seng Tech Index decreased by 153 points or 2.7%, closing at 5,490 points[1] - Total market turnover was HKD 319.65 billion[1] Economic Indicators - The People's Bank of China conducted a 309 billion RMB seven-day reverse repurchase operation at a steady rate of 1.4%[2] - The Shanghai Composite Index rose by 6 points or 0.2%, closing at 3,615 points with a turnover of 819.6 billion RMB[2] - The Shenzhen Component Index fell by 86 points or 0.8%, closing at 11,203 points with a turnover exceeding 1.02 trillion RMB[2] Corporate Earnings - MGM China reported total revenue of HKD 8.667 billion for Q2, an increase of 8.9% year-on-year[4] - Budweiser APAC reported revenue of USD 3.136 billion for the first half of the year, a decrease of 7.7% year-on-year[5] - New Oriental Education reported net revenue of USD 4.9 billion for FY2025, an increase of 13.6% year-on-year[5]

当地时间7月30日，美国总统特朗普宣布多项关税协议：自8月1日起，对印度商品征收25%关税；自8月 1日起，对进口半成品铜及铜密集型衍生产品征收50%普遍关税；对巴西加征40%关税，总关税达50%； 同时暂停对低价值货物的最低限度免税待遇；与韩国达成贸易协议，将对韩征收15%关税。 当地时间7月30日，美联储维持联邦基金利率目标区间在4.25%至4.50%不变，符合市场预期，这是美联 储连续第五次决定维持利率不变。利率决议投票结果为9票赞成、2票反对，1位理事缺席未投票，其中 理事沃勒和鲍曼支持降息25个基点，这是自1993年以来美联储首次有两名理事对利率决定提出异议。 美联储主席鲍威尔表示，现在就断言美联储是否会像金融市场预期的那样在9月下调联邦基金利率还为 时过早。 美股方面，三大指数涨跌不一，道指跌0.38%，纳指涨0.15%，标普500指数跌0.12%。 大型科技股涨跌互现，英伟达涨超2%，谷歌、微软小幅上涨，苹果跌超1%，Meta、亚马逊、特斯拉微 跌。热门中概股多数下跌，纳斯达克中国金龙指数收跌1.82%，蔚来跌超4%，理想汽车跌超3%，拼多 多、小鹏汽车跌超2%，阿里巴巴、京东跌超1%，百度、网 ...