国际贸易环境变化

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厦门钨业:关税影响可控,全球产业链布局提升抗风险能力
Ju Chao Zi Xun· 2025-05-22 10:23
Group 1 - The company has stated that recent changes in the international trade environment have had a limited impact on its business, with tariffs being manageable [2] - The company is enhancing its operational resilience by accelerating overseas industrial chain layout, with established production bases in Thailand, South Korea, and France [2] - Significant progress has been made in the company's three major sectors: tungsten-molybdenum, rare earth, and energy new materials, with multiple projects either completed or underway [2] Group 2 - In the tungsten-molybdenum sector, six projects, including the production line for Jiujiang Jinlu blades and the tungsten oxide production base in South Korea, have been put into operation [2] - The rare earth sector has completed the acquisition of a rare earth mine in Laos and is steadily implementing various magnetic materials and recycling projects [2] - The energy new materials sector is expanding production in locations such as Fujian, Sichuan, and France, with ongoing capacity expansion for ternary precursors and lithium iron phosphate [2] Group 3 - The company is committed to protecting investor rights through standardized governance mechanisms, with plans for five shareholder meetings in 2024, over half of which will have participation from minority shareholders [2] - The company has distributed a total of 1.786 billion yuan in dividends over the past five years, with a planned dividend payout ratio of 38.59% for 2024 and a mid-term dividend implementation planned for 2025 [2] - Independent directors have consistently fulfilled their supervisory responsibilities, with information disclosure receiving an A rating from the Shanghai Stock Exchange for six consecutive years [2] Group 4 - In business expansion, the company has achieved mass production of tungsten wire with a diameter of 28μ and is constructing a production line with an annual output of 100 billion meters [3] - The rare earth permanent magnet materials are being rapidly deployed in new scenarios such as humanoid robots, with a 5000-ton magnetic material project in Baotou expected to be operational in the second half of 2025 [3] - The company is simultaneously advancing the divestment of its real estate business, having transferred part of its equity in Xiamen Tengwang Pavilion, with future capital expenditures focused on integrating the tungsten and rare earth supply chains and technology research and development [3]
4月中国PPI下降 部分工业行业价格向好
Huan Qiu Wang· 2025-05-10 09:26
来源:中国新闻网 中新社北京5月10日电 (记者 王恩博)中国国家统计局10日公布,4月份,中国工业生产者出厂价格指数 (PPI)环比下降0.4%,降幅与上月相同;同比下降2.7%,降幅比上月扩大0.2个百分点。 谈及4月份中国PPI下降的原因,国家统计局城市司首席统计师董莉娟指出,国际贸易环境变化,部分国 际大宗商品价格迅速下行,影响国内相关行业价格下降。 如促消费和设备更新等政策继续显效,部分消费品和装备制造产品需求释放带动相关行业价格回升。4 月份,家用洗衣机价格同比降幅比上月收窄0.3个百分点,食品制造业、新能源乘用车价格同比降幅均 收窄0.2个百分点。 随着中国持续推进贸易多元化,市场扩大也带动部分出口行业价格同比上涨或降幅收窄。4月份,集成 电路封装测试系列价格上涨2.7%,半导体器件专用设备制造价格上涨1.0%;拖拉机制造、电子器件制 造、纺织服装服饰业价格降幅均较上月收窄。(完) 其中,国际原油价格下行影响国内石油相关行业价格环比下降,石油和天然气开采业价格下降3.1%, 精炼石油产品制造价格下降2.5%,化学原料和化学制品制造业价格下降0.6%。部分出口行业价格环比 下降,汽车制造业价格下降 ...