港股开盘，恒生指数高开0.61%，恒生科技指数高开0.96%。中国宏桥高开2.77%，公司预计上半年净利 润同比可能增加35%。 ...

SHMET 网讯： 氧化铝价格在5月出现小幅反弹，因亏损压力之下检修减产的企业增多，且有几内亚矿山采矿许可证被 撤销消息的扰动，然而整体供应宽松的局面使得价格重又回归弱势，氧化铝加权指数于6月中旬回落至 阶段低位2820元/吨附近，还是要高于4月底的绝对低位。 铝土矿供应虽无近忧但有远虑 5月SMM中国铝土矿产量536.64万吨，环比增加5%，同比增长8.96%，6月产量可能会受到矿山环保检查 的影响。进口端，我国5月铝土矿进口1751.45万吨，环比下降15.3%，同比增加29.4%；前5个月累计进 口8517.6万吨，同比增加33.1%，自几内亚进口占比约77.8%。几内亚是全球主要的铝资源供应国之一， 自5月中旬Axis矿区停产以来，目前仍未有复产消息。同时，6月下旬后，几内亚雨季对铝土矿发运的影 响将逐步体现，而短期因4、5月发运量维持高位，短期矿端供应预计保持宽松状态。据SMM，上周国 内港口铝土矿周度到港总量420.09万吨，几内亚主要港口铝土矿周度出港量环比大减，而澳大利亚主要 港口出港量环比小增。截止上周末，Mysteel国内铝土矿港口库存2618万吨，较前一周下降25万吨，一 改前期不断累积 ...

投资咨询业务资格 证监发【2014】217号 美联储按兵不动，铜铝震荡整理 ——铜铝周报2025.06.23 作者： 刘培洋 联系方式：0371-58620083 电子邮箱：liupy_qh@ccnew.com 执业证书编号：F0290318 投资咨询编号：Z0011155 本期观点 | 品种 | 主要逻辑 | 策略建议 | 风险提示 | | --- | --- | --- | --- | | | 1、宏观面：国内5月经济数据仍有韧性，美联储6月会议继续暂停降 | 沪铜2508合约 | | | | 息，关注中东局势和美国关税政策变化。 | 上方参考压力 | 1、国内外宏 | | | 2、基本面：从供应端来看，交易所仓单大量流出，俄罗斯低价货源 | 位80000元/吨 | 观政策及经 | | 铜 | 在市场大量销售，但市场承接能力有限。库存方面，截至6月5日周 | 一线，下方参 | 济数据变化； | | | 四，全国主流地区铜库存为14.6万吨，环比上升0.11万吨。 | 考支撑位 | 2、国外铜矿 | | | 3、整体逻辑：铜矿紧张预期和美国对铜征收关税预期继续支持铜价， | | | | | 但关税对经济冲击 ...

加拿大近日宣布，若与美国的贸易谈判未能取得突破，将于七月二十一日调整对美国钢铁和铝产品的反制关税。目前，美国对进口钢铝征收百分之五十的关 税，而加拿大则对美国同类产品征收百分之二十五的关税。加拿相关人士表示，新关税的调整幅度将取决于未来一个月内双方的谈判进展，并强调加拿大必 须保护本国工业免受不公平贸易政策的影响。 卡尼在新闻发布会上强调，加拿大不会接受任何不符合其利益的贸易协议。他表示："这是一场谈判，如果符合加拿大的利益，我们就签；如果不符合，我 们就不签。"外界预计，若谈判失败，加拿大可能将反制关税提高至与美国对等的百分之五十水平，进一步加剧双方紧张。 加拿大钢铁行业对反制措施反应不一。加拿大钢铁生产商协会和美国钢铁工人联合会发表联合声明，认为现有计划"未能完全满足行业需求"，但仍愿意合作 制定更有效的支持方案。与此同时，加拿大铝业协会则对平衡策略表示认可，认为新措施既能向美施压，又能避免过度激化矛盾。 市场方面，加拿大钢铁制造商Algoma Steel Group的市值一度因该消息上升百分之七点九，但随后回落。分析人士指出，加拿大的强硬立场可能短期内提振 投资者信心，但长期影响仍取决于美加谈判的最终结 ...

铝系周报 铝锭低位去库； 铝材开工仍降 2025年6月22日 杨磊 从业资格证号：F03128841 投资咨询证号：Z0020255 核心要点及策略 | 逻辑观点 | | --- | | 约周五下午收于20465元/吨,周环比涨0.12%。本周汕 | | 交织，美联储按兵不动、鲍威尔预计未来数月通胀压 | 2 影响因素分析 3 目录 CONTENTS 价格数据 05 基本面数据 09 01 02 4 目录 CONTENTS 01 价格数据 5 6 本周沪铝先涨后跌、重心仍有所上移 数据来源：我的钢铁 同花顺 国联期货研究所 沪铝07-08月差周环比走弱；本周LME铝0-3M升贴水周环比走强 数据来源：我的钢铁 同花顺 国联期货研究所 7 数据来源：我的钢铁 同花顺 国联期货研究所 8 库存低位，铝锭现货升水持稳 目录 CONTENTS 02 基本面数据 9 铝土矿港口库存去库 数据来源：我的钢铁 同花顺 国联期货研究所 10 铝土矿港口库存去库 数据来源：我的钢铁 同花顺 国联期货研究所 11 氧化铝月差呈back结构 数据来源：我的钢铁 同花顺 国联期货研究所 12 13 生产利润略减但仍尚可，国内氧化铝周 ...

Group 1 - Canada is considering increasing import tariffs on U.S. steel and aluminum products in July if trade negotiations with the U.S. reach a stalemate [1][3] - Canadian Prime Minister Carney announced new measures to address the decline in export volumes and job losses in the Canadian steel and aluminum industries due to U.S. tariff policies [1][3] - The Canadian government plans to introduce new rules for federal projects, mandating the use of steel and aluminum produced in Canada or sourced from "reliable trading partners" under trade agreements [3] Group 2 - Currently, the U.S. imposes a 50% tariff on foreign steel and aluminum, while Canada has a 25% retaliatory tariff on U.S. steel and aluminum products [3] - The Canadian Steel Producers Association and the United Steelworkers issued a joint statement criticizing Carney's plan as insufficient to meet the urgent needs of the industry during this challenging time [3] - Canada is the largest supplier of steel and aluminum to the U.S., exporting 5.95 million tons of steel and 3.15 million tons of aluminum last year [3]

Meeting Overview - The first meeting of the seventh board of directors of Henan Mingtai Aluminum Co., Ltd. was held on June 17, 2025, with all nine directors present, meeting the legal requirements for a valid meeting [1] Board Resolutions - Liu Jie was elected as the chairman of the board for a term of three years, with unanimous approval from all directors [2] - Ma Xingxing was elected as the vice chairman of the board for a term of three years, also receiving unanimous approval [2] - Chai Mingke was appointed as the general manager for a term of three years, with unanimous consent from the board [2] - Lei Peng was reappointed as the board secretary for a term of three years, with unanimous approval [2] - Five individuals, including Wang Lijiao and Sun Junxun, were appointed as vice general managers for a term of three years, receiving unanimous approval [2][3] - Sun Junxun was reappointed as the financial director for a term of three years, with unanimous consent [3] - Jing Qihua was appointed as the securities affairs representative for a term of three years, with unanimous approval [3] - The audit committee and compensation committee members were elected for a term of three years, with unanimous approval [4] Action Plan - The board approved the "Quality Improvement and Efficiency Enhancement Action Plan for 2025," which aims to enhance returns [4]

Core Viewpoint - The legal opinion issued by Beijing Deheng Law Firm confirms the legality of the procedures and results of the shareholder meeting of Henan Mingtai Aluminum Industry Co., Ltd. [1][11] Group 1: Shareholder Meeting Procedures - The shareholder meeting was convened in accordance with the relevant laws and regulations, including the Company Law and Securities Law [3][4] - The meeting notice was published on May 31, 2025, detailing the convenor, date, time, location, voting methods, and agenda [3][4] Group 2: Attendance and Voting - A total of 630 shareholders and proxies attended the meeting, representing 414,954,202 shares, which is 33.3644% of the total share capital [4][5] - The meeting was attended by company directors, supervisors, senior management, and lawyers, with some directors participating via video [5] Group 3: Voting Results - The voting process combined on-site and online voting, with results announced immediately after counting [6][11] - The resolutions passed included amendments to the rules of the shareholder meeting and the election of new board members, with significant support from shareholders [6][7][10]

Core Viewpoint - The company has developed a "Quality Improvement, Efficiency Enhancement, and Return to Shareholders" action plan for 2025, focusing on core business development and enhancing shareholder returns through strategic initiatives and operational improvements [1][2][3]. Group 1: Business Development and Strategy - The company aims to strengthen its competitive edge by implementing a closed-loop production system for aluminum recycling, smelting, and processing, emphasizing high-end, green, and intelligent manufacturing [1]. - Investment will be increased in high-precision aluminum products for sectors such as new energy batteries and automotive lightweighting, alongside technological upgrades to improve product performance and reduce manufacturing costs [1][2]. - The company has been recognized as a "Green Factory" by the Ministry of Industry and Information Technology, integrating ESG principles into its operations and focusing on energy conservation and carbon reduction [2][3]. Group 2: Shareholder Returns - The company has a consistent cash dividend policy, distributing no less than 10 yuan per 1 share since its listing, with a total dividend payout of 1.216 billion yuan by the end of May 2025 [2]. - In 2024, the company achieved growth in both revenue and net profit, proposing a dividend of 1.19 yuan per share for 2024, while allowing the board to determine the 2025 mid-term profit distribution plan based on a maximum of 30% of distributable net profit [2][3]. Group 3: Governance and Transparency - The company is committed to enhancing its governance structure by optimizing the board's composition and ensuring compliance with legal regulations, thereby safeguarding long-term value [3][4]. - A robust communication mechanism with investors will be established to ensure timely and accurate information disclosure, focusing on strategic cooperation and business progress [5]. - The company will conduct regular performance briefings and maintain open channels for investor feedback, ensuring that shareholder concerns are addressed [5][6]. Group 4: Key Personnel and Accountability - The company emphasizes the importance of its key personnel in driving high-quality development, implementing strict performance and accountability measures [6]. - A focus on enhancing the capabilities of the core team will support the execution of the action plan and ensure sustainable growth [6][7].

智通财经6月20日电，加拿大总理卡尼宣布多项支持本土钢铝行业的计划，其中包括调整对美进口钢铝 产品的报复性关税和限制进口钢铝产品。加拿大财政部当日发布声明称，加拿大将于7月21日"调整"对 从美国进口的钢铝产品的报复性关税，使其与美国更广泛的贸易安排取得的进展保持一致。 (一财) 加拿大宣布多项措施支持本国钢铝行业 拟于7月调整对美钢铝关税 ...