欧盟启动稀有金属海外战略项目 以实现战略原材料供应多样化 智通财经6月7日电，据法国《西南报》网站近日报道，周三，欧盟选定了13个欧盟之外的战略项目，以 实现战略原材料供应的多样化。几个月来，欧盟一直在努力减少对亚洲的严重依赖，确保其工业安全。 欧盟委员会周三选出的项目将获得欧盟的财政支持。去年，欧洲通过了保障供应的立法。它制定了一份 包含钴、镍和铝等17种战略原材料的清单，并设定了量化目标。对于每种原材料，到2030年，欧盟必须 在其境内满足至少10%的开采需求、40%的加工需求和25%的回收需求。此外，对于每种原材料，欧盟 对单一第三国的依赖程度都不得超过65%。 (参考消息网) ...

报告发布方：中金企信国际咨询 项目可行性报告&商业计划书专业权威编制服务机构（符合发改委印发项目可行性研究报告编制要求）-中金企信国际咨询：集13年项目编制服务经验为各 类项目立项、投融资、商业合作、贷款、批地、并购&合作、投资决策、产业规划、境外投资、战略规划、风险评估等提供项目可行性报告&商业计划书编 制、设计、规划、咨询等一站式解决方案。助力项目实施落地、提升项目单位申报项目的通过效率。 （1）微细球形铝粉行业产业概述：微细球形铝粉产品精度高、跨度小、粒径分级明确，具有活性铝含量高、氧含量低的特点。 微细球形铝粉产业链分析 近年来随着我国经济的飞速发展，微细球形铝粉不仅应用于军用市场，随着以其为原料的民用产品市场不断扩大，氮气雾化法生产微细球形铝粉的技术也成 为一种常规的金属粉体材料生产技术，广泛应用于铝颜料、耐火材料、化工、铸造冒口、电子浆料、发热包、粉末涂料、粉末冶金、合金添加剂、3D打印 材料、陶瓷材料、氮化铝、氧化铝等下游行业。 （2）产业发展历程分析：铝粉的工业化生产已有100多年的历史,空气雾化法生产铝粉有近90年的历史。由于空气雾化法生产工艺爆炸风险很高，目前已逐 步被氮气雾化法所替代。 ...

Core Viewpoint - Wei Long, known as the "King of Spicy Strips," is preparing for an IPO in Hong Kong, with plans to raise less than $150 million, a significant decrease from the initial target of $1 billion [2][3]. Group 1: IPO Timeline and Fundraising - Wei Long has delayed its IPO multiple times, initially aiming to raise $1 billion in 2021, but the target has now dropped by 85% to $150 million [3][4]. - The company first submitted its IPO application in May 2021 but did not receive approval until November 2021, after which it postponed the listing due to unfavorable market conditions [4][5]. - The latest update on November 23, 2023, indicates a further reduction in fundraising goals, with a projected market valuation of around $1.4 billion, down from previous estimates [5][6]. Group 2: Financial Performance and Valuation - Wei Long's revenue growth has slowed, with a compound annual growth rate (CAGR) of 19.1% from 2019 to 2021, while net profit growth has stagnated [6][7]. - The company's valuation has plummeted from 600 billion RMB to approximately 100 billion RMB, raising questions about whether it was previously overvalued [6][7]. - Comparatively, other companies in the snack food sector, such as Tao Li Bread and Three Squirrels, have lower price-to-earnings ratios, suggesting that Wei Long's current valuation may still be high [10][11]. Group 3: Market Challenges and Product Strategy - Wei Long's revenue declined by 1.8% in the first half of 2022, attributed to pandemic impacts and a drop in sales of its main products [11][12]. - The company has raised prices to counteract rising raw material costs, which has improved profit margins but negatively affected sales volume [11][12]. - Wei Long faces the challenge of shedding its "junk food" image, as consumer preferences shift towards healthier options, necessitating product innovation and reformulation [14][15][16].

大会期间，华为正式发布多样化算力集群软件开源社区 openFuyao，华为、华鲲振宇、某国有大行、中国移动、联通数科、博云科技等六家单位作为筹备 委员会成员出席发布仪式。华鲲振宇副总裁赵彦钧入选筹备委员会成员，AI 开发部部长徐洋入选技术委员会，深度参与社区长期发展与技术路线规划。 5月23日，以 "心怀挚爱，共绽光芒" 为主题的鲲鹏昇腾开发者大会 2025 在北京中关村国际创新中心成功举办。华鲲振宇作为鲲鹏&昇腾生态唯一战略级 伙伴，向开发者全景呈现AI全栈解决方案，携手华为、伙伴及开发者共推国产化算力自主创新、共建多样化算力集群软件生态。 自研元启AI开发平台开放体验 在展区内，华鲲振宇独立展台开放AI全栈解决方案体验，开发者现场深度体验自研元启AI开发赋能平台，通过零代码构建智能体、自动化生成知识图 谱、图形化流程编排等功能，开发者可以直观感受像搭积木一样搭建个人/企业智能体，有效解决AI应用开发门槛高的痛点，助力企业让大模型真正运行 起来。 作为鲲鹏唯一战略级整机合作伙伴，华鲲振宇算力创新产品——"卡多多"AT9508 G3推理服务器受邀亮相鲲鹏展区，基于鲲鹏创新架构，支持生态内最高 规格的10卡双宽 ...

Group 1 - The recent 20-year U.S. Treasury bond auction was disappointing, with a high bid rate of 5.047%, marking the second instance in history where the winning yield exceeded 5% and the largest tail risk in six months [1] - The bid-to-cover ratio fell from an average of 2.57 to 2.46, indicating reduced demand for U.S. debt amid high fiscal uncertainty and low policy credibility [1] - Concerns over the U.S. high debt levels and the potential expansion of the deficit due to the proposed "Beautiful America Act" are seen as fundamental reasons for the weak auction results and a new wave of selling U.S. dollar assets [1] Group 2 - As of the end of 2024, the total outstanding debt of the U.S. federal government reached $36.2 trillion, with foreign investors holding slightly over $9 trillion in U.S. Treasury securities [3] - The allocation of U.S. debt to foreign investors, including central banks, has dropped to the lowest level since 2019, at only 58.88% during the latest 30-year bond auction, continuing a trend of decline since October of the previous year [3] - Japan and the UK, both facing turmoil in their bond markets, are the top two foreign holders of U.S. debt, with Japan increasing its holdings by $4.9 billion in March 2025, while China reduced its holdings by $18.9 billion, falling to the third-largest holder [3] Group 3 - China has been gradually selling off U.S. Treasury bonds, which is viewed as a warning to the U.S., and has also been increasing its gold reserves, reaching 7.377 million ounces by the end of April 2025 [6] - The increase in gold reserves reflects China's trend towards diversifying its foreign exchange reserves, while its significant U.S. debt holdings are a result of decades of trade surpluses with the U.S. [6] - Japan's Prime Minister expressed a strong desire for the U.S. to reassess various tariff measures, particularly on automobiles, which are crucial for Japan's economy [6][9]

俄罗斯工业协会：（回应有关欧盟关税的报道）俄罗斯化肥生产商将向非欧盟国家出口多样化。 ...

Industry Overview - The demand for offset printing machines in China is continuously growing due to the development of the printing industry, with domestic printing companies upgrading their equipment for improved efficiency and quality [1][11] - The market size of China's offset printing machine industry reached 21.56 billion yuan in 2019 and is projected to grow to 24.42 billion yuan by 2024, with a compound annual growth rate (CAGR) of 2.53% [1][11] Industry Chain - The upstream of the offset printing machine industry includes raw material suppliers and component manufacturers, while the midstream involves the manufacturing of offset printing machines, and the downstream encompasses various application fields such as book publishing, newspaper printing, and packaging [5] Key Materials - Ink is a critical material for offset printing machines, directly affecting the color performance and clarity of printed products. The production of ink in China has been increasing, but is expected to see a slight decline of 3.7% in 2024 due to the rise of digital publishing and online advertising [7] Market Trends - The packaging industry in China has been rapidly developing, with the market size expected to reach approximately 1.2 trillion yuan in 2024, reflecting a year-on-year increase of 4% [9] - The offset printing machine industry is expected to face stricter environmental regulations, leading to a shift towards green and sustainable practices, including the use of eco-friendly materials and technologies [18] - The industry is also moving towards greater digitalization and automation, utilizing technologies such as big data and IoT for improved efficiency and reliability [19] - There is a growing demand for diverse and personalized products, necessitating the adaptation of offset printing machines to meet small batch and quick delivery requirements [21] Competitive Landscape - The offset printing machine industry in China has developed a competitive landscape with strong players located in regions such as Beijing, Shanghai, Guangdong, and Zhejiang. Companies like Weigang Technology and Wan Jie Technology are notable competitors [13][14] - The competition is intensifying as companies strive to enhance their technological capabilities and market presence [22] Related Companies - Key listed companies in the offset printing machine sector include Weigang Technology (001256), Wan Jie Technology (871827), and Qiangbang New Materials (001279) among others [1]

【环球时报特约记者 甄翔】美国政府4月初宣布征收"对等关税"时，针对泰国商品设定的关税税率为 36%，但此后不久特朗普又宣布推迟征收"对等关税"90天。泰国经济高度依赖外贸，而美国是泰国商品 的最大出口目的地。面对美国关税的巨大冲击，泰国政府出台了一系列旨在提振本国经济的措施。据泰 国《曼谷邮报》19日报道，泰国投资促进委员会当日宣布扩大对中小企业的扶持力度。 根据新规，符合条件的泰国中小企业可在5年内享受免缴企业所得税的优惠，免缴金额最高可达企业同 期投资金额的100%。此前，泰国中小企业享受免缴企业所得税优惠的期限为3年，且免缴金额最高为企 业相关投资金额的50%。 国际货币基金组织数据显示，对美出口占泰国出口总额的12%-15%。后续美国关税政策走向将对泰国经 济造成重大影响。4月，国际货币基金组织将今年泰国经济增速预期调降至1.8%，并建议泰国积极推进 贸易多样化和结构改革，以应对美国关税冲击。国际货币基金组织亚太部副主任杜塔古普塔说："泰国 不能再完全依赖旅游和出口了，而应考虑升级现有产业价值。" 在泰国投资促进委员会周一出台经济提振措施之前几个小时，泰国官方公布了最新预测数据，将今年泰 国经济增速 ...

穆迪评级下调美国政府的信用评级（REUTERS） 大型评级机构穆迪评级（Moody's Ratings）5月16日下调美国政府的信用评级，美国在主要评级机构的 评级中均失去了最高等级。市场赋予美国国债的"安全资产"地位发生动摇。当天还获悉，从各国持有的 美国国债来看，中国已经下降至第3位。虽然目前预计美国利率将会飙升的声音不多，但存在阻碍资金 回流美国的风险。 穆迪将此前给予美国政府的长期最高信用评级"Aaa（相当于3A级）"下调一级至"Aa1（相当于双 A+）"。 该机构曾在拜登政府时期的2023年11月，把美国的评级展望调降为"负面"。并在2024年9月以及特朗普 政府上台后的2025年3月发布报告，警告美国财政恶化以及下调评级的可能性。因此，市场认为穆迪下 调评级只是时间问题。 但目前美国国会正在协调包含"特朗普减税"永久化等内容的大型法案，预计夏季将再次围绕上调政府债 务上限出现朝野攻防战。穆迪不等这些因素的结果就下调评级，令市场意外。 据推算，美国执政党共和党的众议院领导层公布的减税法案可能在未来10年使政府债务增加5万亿美 元。穆迪指出，按照当前的法案"（社会保障支出等）强制性支出和财政赤字在多年 ...

Group 1 - As of April 2025, China's gold reserves reached 73.77 million ounces, an increase of 70,000 ounces month-on-month, marking the sixth consecutive month of gold accumulation by the central bank [1] - The increase in gold reserves reflects a trend towards diversification in China's foreign exchange reserve investments, aligning with global central bank actions [1] - In the first quarter of this year, global central banks purchased 244 tons of gold, consistent with the normal quarterly purchase levels over the past three years [1] Group 2 - UBS predicts that central banks will buy approximately 1,000 tons of gold in 2025 due to rising structural demand for gold amid increased risk aversion [2] - Zhang Bo, a senior gold analyst, emphasizes that despite short-term adjustments in international gold prices, the long-term demand for gold will remain strong due to its monetary and financial attributes [2] - East China Futures forecasts a continued gold bull market driven by ongoing central bank purchases, U.S. debt monetization pressures, and the "de-dollarization" process, raising the 2025 gold price target to $3,500-$3,600 per ounce [2]