当日，黄金现货和期货均出现约1%跌幅，14只商品型黄金主题ETF集体震荡回调，13只单日跌幅超1%，挂钩黄金价格的主题ETF整体涨幅近25%；多只黄 金股主题ETF跌幅也超1%，规模居前的黄金股（159562）当日下跌0.89%，但年内涨幅仍超34%。不过，各国央行资金仍保持净流入，中国人民银行数据显 示，5月末黄金储备7383万盎司，环比增加6万盎司，连续7个月增长，累计增持103万盎司。 5月下旬以来，铂金、白银等其他贵金属表现活跃。6月9日，现货铂金突破1200.00美元/盎司关口，年内累计最大涨幅达34%；现货白银站上每盎司36美元， 创13年来新高，年内累计最大涨幅超25%。美国市场白银ETF基金上周四持仓量单日增加220万盎司，国内国投白银LOF（161226）6月至今上涨超10%，年 内涨幅近19%。金信期货研究报告指出，白银供给端收缩，库存下降，当前"白银/黄金"比价处于低估区，浙商证券认为若未来有央行增购白银等事件催化， 可能利多白银。 从持仓数据看，5月黄金净多头寸每周增减约1000手，整体规模处于一年来低点，白银净多头寸从5月下旬开始温和增加，6月3日当周大幅扭转，黄金净多头 寸一周增加 ...

Core Insights - Davis Commodities has successfully approved a $30 million fundraising plan aimed at establishing Bitcoin reserves to enhance asset allocation and operational flexibility [1][6] - Bitcoin is recognized as a significant asset with strong value as a store of wealth, often referred to as "digital gold against inflation," and has a capped supply of 21 million coins, contributing to its desirability [2][3] - The company plans to adopt a phased accumulation strategy, allocating 15% of the fundraising amount, or $4.5 million, to acquire Bitcoin, while implementing risk management and price volatility hedging mechanisms [4][5] Company Strategy - The reserve strategy will leverage Bitcoin's non-sovereign nature and its ability to hedge against inflation, creating an asset buffer independent of traditional fiat currency systems [3][5] - By integrating Bitcoin into its asset management framework, the company aims to build a more resilient and diversified portfolio [3][6] - The management anticipates that Bitcoin's role in international trade transactions will expand as more countries integrate cryptocurrencies into their legal frameworks [5][6] Market Position - Bitcoin is currently recognized as the world's fifth-largest asset, with increasing liquidity and market maturity [2] - The successful implementation of the fundraising plan marks a significant step for Davis Commodities in diversifying its asset allocation and advancing digital transformation [6] - The company specializes in trading agricultural commodities such as sugar, rice, and oil and fat products across various markets, utilizing a global network of suppliers and logistics providers [7]

SOS Limited Reports 92.6% Surge in Commodity Trading Revenue Amid Strategic Pivot Cryptocurrency Mining Revenue Halves as SOS Focuses on Facility Upgrades and Commodity ExpansionNEW YORK, May 15, 2025 /PRNewswire/ -- SOS Limited ("SOS" or the "Company") (NYSE: SOS) today reported its full year financial results for the twelve-months ended December 31, 2024 and that it has filed with annual report on Form 20-F for the year ended December 31, 2024 (the "Form 20-F") with the U.S. Securities and Exchange Commi ...

Sadot Group (SDOT) Q1 2025 Earnings Call May 15, 2025 11:00 AM ET Company Participants Aimee Infante - CMOJennifer Black - Chief Financial OfficerDavid Hanna - Interim CEO & EVP Operator Greetings. Welcome to Sadat Group Inc. Q1 twenty twenty five Earnings Conference Call. At this time, all participants are in a listen only mode. Please note this conference is being recorded. I will now turn the conference over to your host, Amy Infante, Chief Marketing Officer. You may begin. Aimee Infante Thanks, operator ...

Core Insights - Davis Commodities Limited reported a significant decline in financial performance for the fiscal year 2024, with total revenue dropping by 30.6% to $132.4 million from $190.7 million in the previous year, primarily due to reduced sales of sugar and rice products in key markets [4][6][17] Financial Performance - Total revenue for fiscal year 2024 was $132.4 million, down from $190.7 million in 2023, marking a decrease of 30.6% [4][6] - Gross profit fell to $2.3 million, a decrease of 66.9% from $7.0 million in the previous year, resulting in a gross margin decline to 1.8% from 3.7% [6][13] - The company reported a net loss of $3.5 million for 2024, compared to a net income of $1.1 million in 2023 [6][17] Revenue Breakdown - Revenue from sugar sales was $86.6 million, down 25.6% from $116.4 million in 2023, affected by regulatory constraints and limited USD payment availability in certain African countries [7][11] - Revenue from rice sales decreased by 29.3% to $18.7 million, impacted by ongoing export restrictions from India [8][11] - Sales of oil and fat products dropped 44.1% to $26.6 million, reflecting a normalization in demand after significant growth in the prior year [11] Geographic Revenue Distribution - Africa remained the largest revenue contributor at approximately $68.4 million, accounting for 51.7% of total revenue, but this represented a decrease of 15.1% compared to 2023 [9] - Revenue from China decreased by 32.6% to approximately $12.0 million, while Indonesia saw a 43.7% decline to approximately $12.7 million [12] Cost of Revenue - Cost of revenue decreased by 29.2% to approximately $130.0 million, driven by lower costs across all major product segments [10] - The cost of sugar sales fell by approximately $27.7 million, while costs for rice and oil and fat products declined by approximately $6.7 million and $19.4 million, respectively [10] Operating Expenses - Operating expenses increased by 2.4% to $6.0 million, with selling and marketing expenses decreasing by 29.4% to approximately $1.7 million [14][21] - General and administrative expenses rose to approximately $4.3 million, primarily due to higher costs associated with being a listed company [21] Financial Condition - As of December 31, 2024, the company had cash and cash equivalents of $0.68 million, down from $1.3 million in 2023 [18] - Total assets decreased to $19.7 million from $29.9 million in the previous year, while total liabilities also fell to $13.0 million from $19.6 million [25][26] Future Outlook - The company aims to navigate current challenges by leveraging its logistics supply chain and exploring opportunities in emerging markets to drive long-term value [2]

在本次网络研讨会中，我们将探讨最新的美洲和亚洲夏季天气展望及其对作物的潜在影响，包括美国 春季播种活动的最新情况以及根据天气趋势对南美晚季进展的更新。 Isaac Hankes LSEG资深气候研究高级分析师 Dong Soon Choi LSEG农业高级分析师 南美季节回顾 美国春季播种天气早期展望 美国播种与生产展望 ENSO（厄尔尼诺-南方涛动）及全球影响 亚洲夏季天气 长按上方二维码 即刻报名参会 研讨会议程 活动信息 日期： 2025年4月16日（星期三） 时间： 北京时间 上午09:00 语言： 英文 演讲嘉宾 我们的产品： LSEG 大宗商品交易 我们的市场洞察、数据管理解决方案和无缝交易执行能力，能在大宗商品交易的市场竞争中为您的企业带 来优势。 大宗商品数据是宝贵的资源 在正确的时间以正确的格式获取正确的信息，是商品交易综合体成败的关键。 从库欣的石油储存水平到黑海地区的谷物成色，每一个数据点都能为全球交易平台的关键决策流程增添一 层新的信息。 以结构化的方式利用基本面、供需、船舶跟踪、储量和另类数据源，才能使交易商相对于其他交易商更具 竞争优势。 使用我们专用的大宗商品交易软件，通过Wor ...