Core Insights - Approximately 75% of manufacturing and service companies have partially passed on tariff costs to consumers [1] - One-third of manufacturing firms and about 45% of service companies have fully transferred all tariff increases [1]

Group 1 - Japan's core inflation rose at its fastest pace in over two years in April, with the core consumer price index (CPI) increasing by 3.5% year-on-year, surpassing market expectations of 3.4% and up from 3.2% in March, indicating persistent inflation above the Bank of Japan's 2% target for over three years [1][2] - The inflation rate for food accelerated from 6.2% in March to 7.0% in April, driven by significant price increases in various food items, including a 98.6% rise in rice prices and a 31% increase in chocolate prices [2] - The Bank of Japan is expected to consider another interest rate hike by October, despite market skepticism due to the impact of U.S. trade tensions, with a slight majority of economists predicting a 25 basis point increase by year-end [1][3] Group 2 - A separate inflation index, excluding fuel and fresh food, rose by 3.0% year-on-year in April, up from 2.9% in March, indicating strong underlying demand-driven price pressures [2] - Service sector inflation was more subdued at 1.3% in April, down from 1.4% in March, suggesting companies are slow to pass on rising labor costs [2] - The potential for further increases in consumer prices in May is anticipated as the effects of government measures to curb inflation wane, with ongoing global weather patterns and rice supply shortages likely to keep food prices elevated [2]

证券代码：600301 证券简称：华锡有色 编号：2025-022 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈 述或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 根据上海证券交易所关于行业经营性信息披露的相关要求，广西华锡有色金 属股份有限公司（以下简称"公司"）现就 2024 年度主要经营数据披露如下： | | | 主营业务分行业情况 | | | | | | --- | --- | --- | --- | --- | --- | --- | | 分行业 | 2024 年 1-12 月 2024 年 营业收入（元） | 1-12 月 营业成本（元） | 毛利 率（%） | 营业收入 比上年同 | 营业成本 比上年同 | 毛利率比上 年同期增减 | | | | | | 期增减（%） | 期增减（%） | （%） | | 有色金属采 选业 | 4,374,892,456.20 | 2,573,397,748.68 | 41.18 | 46.60 | 41.46 | 增加 2.14 个 百分点 | | 有色金属深 加工业 | 114,191,782.74 | 80,422,68 ...

证券代码：600301 证券简称：华锡有色 公告编号：2025-027 | 锌精矿 | 81,344,453.31 | 41,376,003.26 | 49.13 | 25.62 | 5.83 | 增加 9.51 个 百分点 | | --- | --- | --- | --- | --- | --- | --- | | 其他矿产及 相关产品 | 113,253,122.66 | 72,938,555.63 | 35.60 | 22.67 | 14.62 | 增加 4.52 个 百分点 | | 有色金属深 加工产品 | 41,183,347.11 | 29,014,625.98 | 29.55 | 25.22 | 36.94 | 减少 6.03 个 百分点 | | 监理及相关 业务 | 24,635,795.43 | 19,606,971.77 | 20.41 | -31.27 | -16.55 | 减少 14.04 个百分点 | | | | 主营业务分地区情况 | | | | | | 分地区 | 2025 年 1-3 月 营业收入 | 2025 年 1-3 月 营业成本 | 毛利率 （%） | 营业收入 比上 ...