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国泰君安期货商品研究晨报-贵金属及基本金属-20250417
Guo Tai Jun An Qi Huo· 2025-04-17 05:19
2025年04月17日 国泰君安期货商品研究晨报-贵金属及基本金属 观点与策略 | 黄金:试探前高 | 2 | | --- | --- | | 白银:企稳反弹 | 2 | | 铜:库存增加,价格回升受限 | 4 | | 铝:震荡偏强 | 6 | | 氧化铝:价格承压 | 6 | | 锌:短期承压 | 8 | | 铅:区间震荡 | 9 | | 镍:基本面短线支撑,镍价坚挺运行 | 10 | | 不锈钢:成本或底部支撑,负反馈预期施压 | 10 | | 锡:小幅修复 | 12 | | 工业硅:盘面考验成本支撑 | 14 | | 多晶硅:交割资源或受限,关注市场情绪变化 | 14 | | 碳酸锂:月差走强,震荡走势延续 | 16 | 国 泰 君 安 期 货 研 究 所 请务必阅读正文之后的免责条款部分 1 期货研究 商 品 研 究 商 品 研 究 | | | 昨日收盘价 | 日涨幅 | 昨日夜盘收盘价 | 夜盘涨幅 | | --- | --- | --- | --- | --- | --- | | | 沪金2504 | 781.60 | 2.24% | 792.56 | 2.62% | | | 黄金T+D | 78 ...
关税扰动矿盐倒挂!碳酸锂逼近7万元关卡
Hua Xia Shi Bao· 2025-04-11 05:43
图为天齐锂业电池级碳酸锂生产工厂 华夏时报(www.chinatimes.net.cn)记者 胡雅文 北京报道 截至4月10日,电池级碳酸锂急挫至7.05万元/吨,清明节至今4个交易日共跌去3400元。 《华夏时报》记者从业内了解到,产品角度来讲并没有太多下跌的理由。对于碳酸锂价格波动,鑫椤资讯高级研 究员张金惠告诉记者,"如今全球市场普遍下跌,大宗商品市场受到影响。" 上海钢联新能源事业部锂业分析师李 攀表示,短期来看,美国关税将导致中国锂电出口减少从而传导至碳酸锂需求量,全年碳酸锂价格重心下移。 受盘面及宏观情绪影响,锂矿价格同步下跌,锂盐市场"矿盐倒挂"或因此加重。2024年碳酸锂均价同比暴跌 64.35%至9.02万元/吨,2025年开年即跌破7.6万元/吨。尽管锂矿价格同步下行,但成本倒挂矛盾愈发尖锐——当 前835美元/吨的锂辉石精矿对应碳酸锂成本线已达7.4—7.6万元/吨,近日锂盐大跌进一步拉大了单位亏损。 若是按照2024年美国市场40吉瓦时的储能电池计算,对应的碳酸锂当量约为2.4万吨。不过根据上海有色网数据, 2024年我国碳酸锂出口不足0.5万吨。天齐锂业也于4月9日回复投资者称,20 ...
科达制造: 科达制造股份有限公司2024年年度股东大会会议资料
Zheng Quan Zhi Xing· 2025-04-03 10:11
Core Viewpoint - The company aims to enhance its governance structure and operational efficiency while focusing on sustainable development and global expansion in the ceramic machinery and building materials sectors [5][6][8]. Meeting Agenda - The annual shareholder meeting is scheduled for April 16, 2025, at the company's headquarters in Guangdong Province [1][2]. Board of Directors and Shareholder Meeting Activities - The board has adhered to relevant laws and regulations, ensuring effective governance and compliance [5][6]. - A total of 4 regular reports and 95 temporary reports were disclosed during the reporting period, demonstrating a commitment to transparency [5][6]. Company Performance Overview - The company achieved a revenue of 12.6 billion yuan in 2024, representing a year-on-year increase of 29.96%, with over 63% of revenue coming from overseas operations [6][8]. - Net profit attributable to shareholders was 1.006 billion yuan, impacted by a significant decrease in performance from the associated company, Blue Lithium [6][11]. Strategic Initiatives - The company is advancing its global strategy by enhancing local service capabilities and expanding its market presence in regions such as Southeast Asia, the Middle East, and Europe [6][7]. - The "Big Building Materials" strategy is being implemented to capitalize on urbanization trends in Africa, with multiple projects launched across the continent [8][9]. Challenges and Responses - The company faces profitability pressures in its overseas building materials business due to competitive market conditions and pricing strategies [9][10]. - To address cost pressures and enhance efficiency, the company is focusing on optimizing production capacity and reducing operational costs [10][11]. Future Development Plans - The company aims to solidify its position as a global ceramic production service provider and a large-scale building materials group, with a focus on high-quality development [11][12]. - Plans include expanding product offerings and enhancing technological capabilities to meet diverse customer needs [12][13].