库存管理
Search documents
甲醇聚烯烃早报-20260114
Yong An Qi Huo· 2026-01-14 02:04
甲 醇 日期 动力煤期 货 江苏现货 华南现货 鲁南折盘 面 西南折盘面 河北折盘 面 西北折盘 面 CFR中国 CFR东南 亚 进口利润 主力基差 盘面MTO 利润 2026/01/0 7 801 2285 2250 2350 - 2345 2443 268 322 8 0 - 2026/01/0 8 801 2230 2220 2340 - 2345 2448 264 322 -19 -10 - 2026/01/0 9 801 2250 2235 2340 - 2345 2430 267 322 -20 -10 - 2026/01/1 2 801 2260 2250 2340 - 2345 2438 267 322 -12 -10 - 2026/01/1 3 801 2257 2255 2345 - 2315 2430 - - - -27 - 日度变化 0 -3 5 5 - -30 -8 - - - -17 - 观点 内地见底,港口交易大去库,但需注意到大去库前提是MTO开工高,目前MTO利润一般,压制甲醇高度;委内船月 度预计2-3船,8 -10w月均,关注后续发酵,短期可能仍正常发货,另一边关注油的变 ...
Crown Crafts(CRWS) - 2026 FY - Earnings Call Transcript
2026-01-13 19:02
Crown Crafts (NasdaqCM:CRWS) FY 2026 Conference January 13, 2026 01:00 PM ET Company ParticipantsClaire Spencer - CFOOlivia Elliott - CEOConference Call ParticipantsNone - AnalystModeratorOkay, welcome everyone again to the ICR Conference, so pleased to have you here. I'm Vance Edelson with ICR, and very happy to be joined today by Crown Crafts. It is their first time at the ICR Conference, and very pleased to be joined by both Olivia Elliott, the CEO, and Claire Spencer, the CFO, and for those of you not f ...
Titan Machinery(TITN) - 2026 FY - Earnings Call Transcript
2026-01-13 15:02
Titan Machinery (NasdaqGS:TITN) FY 2026 Conference January 13, 2026 09:00 AM ET Company ParticipantsBo Larsen - CFOBo LarsenBased in Australia. The philosophy, at first it was a small handful of dealerships, but then, Dave and Peter, kind of got together and started working on a vision to help consolidate the CNH network. And we're a leader in that space, and we are the largest, CNH dealer in the world. So the thought process was, buy the neighboring, dealerships, and then let's move back office support fun ...
Titan Machinery(TITN) - 2026 FY - Earnings Call Transcript
2026-01-13 15:00
Titan Machinery (NasdaqGS:TITN) FY 2026 Conference January 13, 2026 09:00 AM ET Speaker0Based in Australia. The philosophy, at first it was a small handful of dealerships, but then, Dave and Peter, kind of got together and started working on a vision to help consolidate the CNH network. And we're a leader in that space, and we are the largest, CNH dealer in the world. So the thought process was, buy the neighboring, dealerships, and then let's move back office support functions and consolidate that. Today, ...
碳酸锂突破17万元大关,这波上涨的尽头在哪里?
对冲研投· 2026-01-13 05:58
与此同时,碳酸锂现货与期货价格保持"联动",我的钢铁网数据显示,1月13日,电池级碳酸锂(早盘)均价报157250元/吨,吨 价较12日上涨3850元,创下近一年来新高。 消息面,1月8日,财政部、税务总局发布关于调整光伏等产品出口退税政策的公告。自 2026年4月1日起至2026年12月31日,将 电池产品的增值税出口退税率由9%下调至6%;2027年1月1日起, 取消电池产品增值税出口退税 。对上述产品中征收消费税的产 品,出口消费税政策不作调整,继续适用消费税退 (免)税政策。 市场普遍认为, 本轮上涨的直接催化来自出口退税政策调整引发的"抢出口"预期,叠加产业链库存处于低位,短期对价格形成明显支 撑,但在涨幅迅速扩大的背景下,后续波动风险亦不容忽视。在市场波动加剧的背景下,监管层已及时出手。 欢迎加入交易理想国知识星球 编辑 | 杨兰 审核 | 浦电路交易员 行情走势 01 继1月12日"一字"涨停后,碳酸锂期货主力合约13日继续飙升,早盘一度再次触及涨停,盘中最高上涨至174060万元/吨,之后涨 停板打开,行情有所回落。截至发稿,碳酸锂主力合约涨9.92%,报170940元/吨。 1月8日,广期所 ...
【建投能化|周报】纯碱玻璃:政策扰动增加,纯碱玻璃低位反弹
Xin Lang Cai Jing· 2026-01-13 02:10
热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 客户端 中信建投期货研究研究员:胡鹏期货从业信息:F03086797 期货交易咨询从业信息:Z0019445发布日期:2026年1月12日 1、纯碱:政策扰动增加,但基本面限制上行 主要逻辑 供应:本周纯碱供应环比上升。本周纯碱检修安排减少,产量环比增加。下周纯碱检修计划较少,预计产量小幅增加。近期纯碱检修安排减少,新增产能投 放,供应端压力较大。 需求:本周纯碱需求略降。近期重碱需求下降,轻碱需求持稳。本周浮法玻璃冷修2条产线、光伏玻璃冷修1条产线,近期浮法、光伏玻璃日熔量之和下降。 短期中下游采购积极性一般,碱厂新订单增加。后期继续关注光伏玻璃和浮法玻璃产线变动情况。 库存:本周纯碱库存大幅增加。本周纯碱生产企业库存大幅增加、社会库存小幅下降,总库存大幅增加。当前纯碱供应过剩格局未改,期价上涨带动订单增 加,预计下周上游库存小幅下降。 策略 短期:低位震荡。当前纯碱基本面略有改善,政策扰动增加,但新产能投放持续,市场供需预期偏弱,短期价格低位震荡为主,SA2605短期参考1180-1280 区间。 中期:逢高沽空为主。中期纯碱过剩压力难改,整体偏空 ...
甲醇聚烯烃早报-20260113
Yong An Qi Huo· 2026-01-13 01:42
日期 动力煤期 货 江苏现货 华南现货 鲁南折盘 面 西南折盘面 河北折盘 面 西北折盘 面 CFR中国 CFR东南 亚 进口利润 主力基差 2026/01/0 801 2275 2248 2350 - 2345 2450 266 322 22 10 - 2026/01/0 801 2285 2250 2350 - 2345 2443 268 322 8 0 - 2026/01/0 801 2230 2220 2340 - 2345 2448 264 322 -19 -10 - 2026/01/0 801 2250 2235 2340 - 2345 2430 267 322 -20 -10 - 2026/01/1 801 2260 2250 2340 - 2345 2438 - - - -10 - 日度变化 0 10 15 0 - 0 8 - - - 0 - 观点 内地见底,港口交易大去库,但需注意到大去库前提是MTO开工高,目前MTO利润一般,压制甲醇高度;委内船月 度预计2-3船,8 -10w月均,关注后续发酵,短期可能仍正常发货,另一边关注油的变化,甲醇现在高度有限是因为 其他下游不行,如果油把其他东 ...
Boot Barn(BOOT) - 2026 FY - Earnings Call Transcript
2026-01-12 16:30
Boot Barn (NYSE:BOOT) FY 2026 Conference January 12, 2026 10:30 AM ET Speaker1Job, some new screening tools for order management, better search functionality, better merchandising, additional payment methods on the site. So those all contributed to the e-commerce business for the quarter. And as we think about those exclusive brands, it really is about driving the awareness so people come into Boot Barn stores.Speaker0Okay. Great. From Jim Watkins, another question on the pre-release was that wonderful merc ...
下游持续畏高拒采,铅价出现回落
Hua Tai Qi Huo· 2026-01-09 02:44
新能源及有色金属日报 | 2026-01-09 下游持续畏高拒采 铅价出现回落 市场要闻与重要数据 现货方面:2026-01-08,LME铅现货升水为-43.10美元/吨。SMM1#铅锭现货价较前一交易日变化-175元/吨至17300 元/吨,SMM上海铅现货升贴水较前一交易日变化 0元/吨至25.00元/吨,SMM广东铅现货较前一交易日变化-150元 /吨至17350元/吨,SMM河南铅现货较前一交易日变化-200元/吨至17275元/吨,SMM天津铅现货升贴水较前一交易 日变化-225元/吨至17300元/吨。铅精废价差较前一交易日变化0元/吨至-125元/吨,废电动车电池较前一交易日变化 0元/吨至10050元/吨,废白壳较前一交易日变化0元/吨至10150元/吨,废黑壳较前一交易日变化0元/吨至10400元/ 吨。 期货方面:2026-01-08,沪铅主力合约开于17725元/吨,收于17335元/吨,较前一交易日变化-495元/吨,全天交易 日成交87520手,较前一交易日变化4179手,全天交易日持仓46028手,手较前一交易日变化-5981手,日内价格震 荡,最高点达到17760元/吨,最低点达 ...
UniFirst(UNF) - 2026 Q1 - Earnings Call Transcript
2026-01-07 15:02
Financial Data and Key Metrics Changes - Revenues increased to $621.3 million, up 2.7% from the prior year period [3][10] - Operating income declined to $45.3 million from $55.5 million year-over-year [10] - Net income decreased to $34.4 million, or $1.89 per diluted share, down from $43.1 million, or $2.31 per diluted share [10] - Adjusted EBITDA was $82.8 million compared to $94 million in the prior year [10] - Effective tax rate increased to 26.9% from 25.6% in the prior year [10] Business Line Data and Key Metrics Changes - Uniform and Facility Service Solutions segment revenues increased to $565.9 million, with organic growth of 2.4% [11][12] - Operating margin for the Uniform and Facility Service Solutions segment was 7.4%, down from 8.8% in the previous year [12] - First Aid and Safety Solutions segment revenues grew by 15.3% to $30.2 million [14] - Other segment revenues decreased by 2.9% to $25.2 million [14] Market Data and Key Metrics Changes - The employment climate has softened, affecting rental and direct sale accounts [6][14] - Energy costs represented 4.1% of revenues in the first quarter [13] Company Strategy and Development Direction - The company is focused on investments in sales and service organizations to build a sustainable growth platform [3][4] - Key initiatives include operational excellence through the UniFirst Way, enhanced inventory management, and digital transformation [4][5] - The company is evaluating an unsolicited proposal from Cintas, engaging independent advisors to determine the best course of action [8][9] Management's Comments on Operating Environment and Future Outlook - Management remains confident in the ongoing investments yielding measurable improvements [7] - The full-year guidance for fiscal 2026 remains unchanged, with consolidated revenue expected between $2.475 billion and $2.495 billion [16] - Management anticipates steady improvement towards mid-single-digit organic growth and high-teens adjusted EBITDA margins by 2027 or 2028 [18][19] Other Important Information - The company repurchased approximately $32 million of common stock during the quarter and increased the common stock dividend [7] - Capital expenditures for the quarter were $38.9 million, with four first-aid businesses acquired for $14.9 million [15] Q&A Session Summary Question: Timeline for achieving long-term objectives - Management expects to see steady improvement towards mid-single-digit organic growth and high-teens adjusted EBITDA margins by 2027 or 2028 [18][19] Question: New account growth and customer mix - New account growth is strong, particularly in mid-size accounts, due to a tiered sales organization [31][32] Question: Impact of employment climate on growth - The employment climate has become a headwind, affecting existing account penetration and overall growth [33][34] Question: Unchanged revenue guidance - Management feels positive about top-line momentum but believes it is too early to make meaningful changes to guidance [38][39] Question: Categories of savings from margin improvement initiatives - Significant opportunities include global inventory sharing and new product launches, with benefits expected to materialize over the next few years [41][42][43]