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石英股份:公司产品主要应用于半导体、光伏、光纤、光电等领域
Zheng Quan Ri Bao· 2026-01-05 14:23
(文章来源:证券日报) 证券日报网讯 1月5日,石英股份在互动平台回答投资者提问时表示,公司产品主要应用于半导体、光 伏、光纤、光电等领域。关于航天航空领域相关业务规划,未来公司管理层将结合市场需求及整体战略 布局进行综合决策。 ...
当前产业端驱动不强 沪铝在3月高点位置具备阻力
Jin Tou Wang· 2025-09-22 06:40
Core Viewpoint - The domestic non-ferrous metal market shows mixed performance, with aluminum futures experiencing a slight decline amid various supply and demand dynamics [1] Supply Side - Domestic coal prices have increased slightly, while alumina prices have decreased marginally, and carbon block prices remain stable [1] - Guinea's bauxite mine recovery expectations have strengthened, and domestic port inventories remain high with a high operating rate, indicating an unchanged surplus situation [1] - Domestic electrolytic aluminum production capacity has reached 44 million tons, nearing the capacity ceiling, suggesting limited future growth potential [1] Demand Side - The downstream demand has entered the traditional consumption peak season, with increased operating rates and manageable inventory pressure for aluminum ingots [1] - Despite the resilience in aluminum exports, high prices are significantly suppressing downstream purchasing willingness [1] - Short-term focus is on market stocking demand ahead of the National Day and Mid-Autumn Festival, while medium-term attention is on the growth expectations in sectors like wind power, solar energy, ultra-high voltage transmission, and new energy vehicles [1] Market Outlook - The seasonal recovery in downstream operations is expected to continue, with no significant surplus anticipated for the year [1] - However, aluminum ingot social inventories have not yet shown a turning point, necessitating continued monitoring of demand feedback during the peak season [1] - Current industrial drivers are weak, and aluminum prices face resistance at the March peak levels [1]