研究员：纪晓云 从业资格：F3066027 交易咨询资格：Z0011402 Morning session notice 早盘提示 更多精彩内容请关注格林大华期货官方微信 格林大华期货研究院 证监许可【2011】1288 号 2026 年 1 月 9 日星期五 如引用、转载、刊发，须注明出处为格林大华期货有限公司。 联系方式：010-56711796 | 板块 | 品种 | 多（空） | 推荐理由 【行情复盘】 昨日日盘焦煤主力合约 Jm2605 收于 1237.5，环比日盘开盘上涨 2.23%；焦炭主力合约 J2605 收于 1765.0，环比日盘开盘下跌 0.45%。昨日夜盘，焦煤主力合约 Jm2605 收于 1177.5，环比日盘收盘下跌 1.05%。焦炭主力合约 J2605 收于 1730.5，环比日盘收盘下 跌 1.95%。 | | --- | --- | --- | --- | | 黑色 | 焦煤、 | 区间震荡 | 【重要资讯】 1、2026 年伊始欧盟碳关税正式落地，钢铁出口欧盟成本将明显增长。据测算，碳成本 增加最多的国家为印尼，以证书价格€80/tCO2 为例，碳成本达到 604.9 欧元 ...

证券日报网讯 12月24日，中孚实业在互动平台回答投资者提问时表示，近年来，公司借助铝及铝精深 加工业务"绿色、低碳、循环发展"优势，不断加大国内外市场开发，铝精深加工产品销往全球45个国家 和地区的140家工厂，其中包括欧盟部分国家。为积极应对铝加工产业链碳足迹管理和欧盟碳关税等政 策或发展要求，公司正逐步建立铝精深加工产品的碳排放数据管理和核算体系，开展碳排放目标管理， 公司主要产品已按评价周期获得SGS碳足迹认证。 （编辑 丛可心 王雪儿） ...

Financial Performance - The company's operating revenue in 2024 decreased by 24.23% year-on-year, but gross profit margin and net profit attributable to shareholders improved due to enhanced cost management and project management capabilities [2][3] - The asset-liability ratio rose to 93.97%, with short-term debt accounting for 96.01% and a cash ratio of only 0.15 [3] - Accounts receivable increased by 51.32% year-on-year, indicating a need for improved management of customer payment terms [5][6] Business Strategy - The company aims to increase the revenue share from low-altitude infrastructure construction, which currently represents a small portion of its business [3] - Plans to enhance digitalization in traditional business areas to improve efficiency and potentially exit low-margin sectors like residential renovation [4][5] - The company is actively working to diversify its client base, as the top five clients account for 86.53% of sales [6] Market Positioning - The company is focusing on differentiating itself in a weak construction market by leveraging its qualifications and successful project experience to build trust with clients [6] - It is committed to expanding its presence in the central and western regions of China, while currently having no overseas market plans [7] Regulatory Compliance - The company has maintained cash dividends over the past three years, totaling less than 30 million, which complies with relevant regulations [4][5] - It is responding to the EU carbon tariff requirements by enhancing supply chain management and selecting low-carbon suppliers [4]