证券研究报告|行业研究报告 [Table_Date] 2025 年 5 月 4 日 [Table_Title] Albemarle 2025Q1 锂盐销量环比减少 5000 吨至 4.4 万吨，锂盐业务调整后 EBITDA 环比增加 38.8%至 1.86 亿美元 [Table_Title2] 有色金属-海外季报 [Table_Summary] 季报重点内容: ►2025Q1 财务业绩情况 2025Q1 的净销售额为 10.77 亿美元，较去年同期的 13.61 亿美元下降 20.87%，主要原因是储能产品价格下降，但特种 产品销量增加（增长 11%）部分抵消了这一影响。环比下降 12.58%。 2025Q1 毛利润为 1.56 亿美元，同比增长 301.4%，环比增 长 13.04%。 2025Q1 营业利润为 1976 万美元，去年同期为-1.80 亿美 元，上一季度为 440 万美元。 2025Q1 净利润为 4930 万美元，去年同期为 1665 万美 元，上一季度为 8511 万美元。 2025Q1 归属于 Albemarle 的净利润为 4135 万美元，同比 增长 3890 万美元， 2025Q ...

苹果业绩勉强超预期，宣布千亿美元回购，但关税将导致成本增9亿美元，股价盘后一度跌4%， 电话会仅不到半小时，库克称当下不会宣布涨价。 亚马逊Q1利润率再新高，但利润指引逊色，预警关税冲击，盘后一度跌5%。 马斯克向特朗普"告别"，留下"削减1600亿美元"成绩单，远低于预期。特斯拉董事会开始寻找 CEO继任者，分析称，"厌倦造车"的马斯克需要一个"库克"。微软力邀马斯克Grok AI入驻 Azure，与OpenAI关系再起波澜。 科技巨头资本支出强劲，台积电被摩根士丹利列为"首选股"。 礼来跌超11%，Q1营收猛增45%，但连锁药店巨头CVX决定旗下主要处方药目录将诺和诺德 Wegovy列为首选、Zepbound不在其中。 中国休市，黄金大跌。据高盛，五一假期前夕，中国交易员抛售了近100万盎司黄金，几乎完全逆 清空了上周买入的仓位。 贝森特称市场认为美联储应降息，萨默斯驳斥：不能靠市场指导，下周降息大错。 美国4月ISM制造业PMI创五个月来最大萎缩，产出指数创2020年5月以来新低。美国上周首申失 业金人数大幅高于预期，续请失业金人数创2021年最高。 日本央行一致同意继续维持利率不变，因担心关税大幅下调 ...

Ryerson (RYI) Q1 2025 Earnings Call May 01, 2025 10:00 AM ET Company Participants Pratham Dear - Manager of Investor RelationsEdward Lehner - President and Chief Executive OfficerJames Claussen - EVP & CFOMolly Kannan - Controller and CAOSamuel McKinney - AVP - Equity Research Conference Call Participants Katja Jancic - Analyst Operator At this time, I'd like to turn the conference over to Mr. Pratham Deere, Manager of Investor Relations. Please go ahead, sir. Pratham Dear Good morning. Thank you for joinin ...

Ryerson (RYI) Q1 2025 Earnings Call May 01, 2025 10:00 AM ET Company Participants Pratham Dear - Manager of Investor RelationsEdward Lehner - President and Chief Executive OfficerJames Claussen - EVP & CFOMolly Kannan - Controller and CAOSamuel McKinney - AVP - Equity Research Conference Call Participants Katja Jancic - Analyst Operator At this time, I'd like to turn the conference over to Mr. Pratham Deere, Manager of Investor Relations. Please go ahead, sir. Pratham Dear Good morning. Thank you for joinin ...

Sturm, Ruger & Company (RGR) Q1 2025 Earnings Call May 01, 2025 09:00 AM ET Company Participants Todd Seyfert - President & CEOSarah F. Colbert - VP - AdministrationThomas Dineen - SVP, Treasurer & CFORommel Dionisio - Head of Research Conference Call Participants Mark Smith - Senior Research Analyst Operator Good day, and thank you for standing by. Welcome to the Q1 twenty twenty five Sturm Ruger and Company Inc. Earnings Call. At this time, all participants are in a listen only mode. After the speakers' p ...

Ryerson (RYI) Q1 2025 Earnings Call May 01, 2025 10:00 AM ET Speaker0 At this time, I'd like to turn the conference over to Mr. Pratham Deere, Manager of Investor Relations. Please go ahead, sir. Speaker1 Good morning. Thank you for joining Ryerson Holding Corporation's first quarter twenty twenty five earnings call. On our call, we have Eddie Lehner, Ryerson's President and Chief Executive Officer Jim Clawson, our Chief Financial Officer and Molly Cannon, our Chief Accounting Officer and Corporate Controll ...

麦当劳(MCD.N)：预计2025年的资本支出将在30亿至32亿美元之间。 ...

Lincoln Electric (LECO) Q1 2025 Earnings Call April 30, 2025 10:00 AM ET Speaker0 Greetings, and welcome to the Lincoln Electric twenty twenty five First Quarter Financial Results Conference Call. All lines have been placed on mute and this call is being recorded. It is my pleasure to introduce your host, Amanda Butler, Vice President of Investor Relations and Communications. Thank you. You may begin. Speaker1 Thank you, Celine, and good morning, everyone. Welcome to Lincoln Electric's first quarter twenty ...

市场方面，美股期指跌幅扩大，纳斯达克100指数期货跌1.22%，标普500指数期货跌0.82%，道琼斯指数期货跌0.35%。 | 小型道指当月连续 | | | | | | | --- | --- | --- | --- | --- | --- | | YMOOY | | | | | | | 40490 2 40710 最高 | | | 40750 最低 | | 404 | | -0.41% -168 | 总手 | 20368 持仓 | 78080 日増 | | | | 结算 | 昨结 | 40658 | | | B | | 标的品种 道琼斯 40527.62 0.75% | | | | | | | 分时 日K 間K 五日 | | | 月Ｋ | 更多, | | | 均价:40631 最新:40490 -168 -0.41% | | | | | | | 40856.000 | | | | 0.49% 卖1 40491 | | | | | | | ¥1 40487 | | | | | | | 时 价 | | | | | | | 8:35 40508 | | | | | | | 8:35 405091 | | | | ...

斯泰兰蒂斯(STLA.N)：五月和六月的重点包括调整生产和就业，以减少关税对盈利能力的影响，并重 新评估资本支出计划。 ...