国际地缘政治

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阿联酋外交部在声明中对美国对伊朗核设施发动空袭后表达关切。
news flash· 2025-06-22 09:42
Core Viewpoint - The UAE Ministry of Foreign Affairs expressed concern following the US airstrike on Iranian nuclear facilities [1] Group 1 - The UAE's statement indicates a diplomatic stance on regional security issues [1]
金属行业周报:淡季影响逐渐深入,关注中美贸易谈判-20250610
BOHAI SECURITIES· 2025-06-10 09:34
Investment Ratings - The steel industry is rated as "Neutral" while the non-ferrous metals industry is rated as "Positive" [3] - Specific companies such as Luoyang Molybdenum (603993), Zhongjin Gold (600489), Shandong Gold (600547), Zijin Mining (601899), and China Aluminum (601600) are rated as "Buy" [3] Core Insights - The steel market is experiencing a seasonal downturn, with expectations of declining demand for construction materials and sheet steel, leading to a potential inventory accumulation cycle [1][18] - Copper prices are supported by tight supply at the mine level, but the overall demand remains weak during the off-season [1][41] - Aluminum prices are expected to fluctuate in the short term due to domestic low inventory supporting prices, despite some downstream sectors showing signs of weakness [1][50] - Gold prices are bolstered by international trade tensions, expectations of U.S. interest rate cuts, and geopolitical factors [2][54] - The lithium market faces oversupply pressures, with significant inventory levels expected to keep prices weak [2][57] Industry Summaries Steel Industry - Demand has weakened, with a notable decrease in terminal procurement volumes, down 14.62% week-on-week and 6.41% year-on-year as of June 6 [19] - Steel production from major varieties was 8.8038 million tons, a slight decrease of 0.05% from the previous week [21] - The total steel inventory increased by 0.26% week-on-week, but decreased by 20.97% year-on-year [27] Copper Industry - The copper market is influenced by U.S.-China trade tensions, with the first meeting of trade negotiations expected to impact copper prices significantly [41] - As of June 6, LME copper prices were $9,800 per ton, reflecting a 1.79% increase from the previous week [48] Aluminum Industry - The aluminum sector is facing pressure from rising costs due to higher alumina prices, while some downstream demand is weakening [50] - As of June 6, LME aluminum prices were $2,400 per ton, down 0.55% from the previous week [51] Gold Industry - Gold prices are supported by various macroeconomic factors, including rising U.S. debt and geopolitical tensions [2][54] - As of June 6, COMEX gold closed at $3,331 per ounce, up 0.54% from the previous week [54] Lithium Industry - The lithium market is characterized by significant inventory pressure, with prices expected to remain weak due to oversupply [57] - As of June 6, battery-grade lithium carbonate prices were 60,700 yuan per ton, down 1.30% from the previous week [58] Rare Earth and Minor Metals - Prices for light rare earths have shown an increase, with praseodymium-neodymium oxide priced at 449,000 yuan per ton as of June 6, up 2.51% [68]
小米林斌回应现在工作:主要负责应对国际地缘政治给企业造成的挑战
Sou Hu Cai Jing· 2025-05-20 01:41
林斌称"有点像半个律师加半个国际政府关系",不过他表示自己还是更喜欢琢磨技术和产品,"经常忍不住爆料被 罚,以后爆料工作尽量交给王腾了"。 根据小米官网高管团队信息显示,林斌,57岁,于1990年7月取得中山大学无线电电子工程学士学位,再于1992 年6月取得Drexel University理学硕士学位。现任小米集团执行董事、联合创始人、副董事长,亦为提名委员会成 员。现时在集团多家附属公司担任董事。 5月20日,小米联合创始人、副董事长林斌发微博提到自己从2021年1月起,在小米集团主要负责应对国际地缘政 治给企业造成的挑战,包括相关的战略合作伙伴关系,核心技术、数据隐私和战略投资等风控合规工作。 林斌于2010年和雷军一起共同创办公司,出任公司总裁直至2019年,之后出任副董事长。在公司创立早期,林斌 负责公司的招聘、人事、行政、法务、财务等日常运营工作,同时负责核心供应商战略合作,以及包括印度印尼 等国际业务拓展。后期林斌还负责国内市场销售、售后服务、以及公司的手机业务。现时林斌主要负责国际地缘 政治关系,以及相关的科技、投资合规工作。 加入本集团之前,曾于2006年至2010年在谷歌公司出任工程总监 ...