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分析人士:伊以冲突对航运市场影响有限
Qi Huo Ri Bao Wang· 2025-06-17 16:05
近期,中东地区伊朗与以色列的冲突升级,市场不确定性加剧。伊以冲突对原油等市场影响显著,市场 较为关心航运市场是否会受风险外溢影响。 不过,他表示,伊以冲突可能会从其他方面影响亚欧航线:其一是船舶效率。伊朗支持的胡塞武装可能 会加大对红海上以色列籍商船的袭击,同时可能通过威胁袭击其他国家(比如欧美)商船,要求这些国 家谴责以色列并支持伊朗。鉴于中东局势不稳定,各大船东可能会进一步推迟红海复航时间表。其二是 成本。若中东局势持续紧张,导致油价持续维持高位,班轮公司可能会征收燃油附加费。 雷悦告诉期货日报记者,目前包括欧线在内的东西向航线的主要路径是中国港口—东南亚港口(以新加 坡、巴生等为主)—欧洲港口。目前红海通行受阻,欧线船只均选择绕行好望角,而这一航行路径并不 涉及中东地区,离中东地区的距离也相对较远,被攻击的可能性偏低。 在海通期货研究所航运组负责人雷悦看来,伊以冲突对集装箱运输的影响主要从两个层面传导:一是直 接影响,主要针对中东航线。短期地缘冲突爆发可能会带来相应的风险溢价,但考虑到中东航线本身属 于次要航线,相比前期红海冲突对东西向航线的影响来说,中东航线独立的上涨行情外溢至其他航线的 可能性较小。 ...
国内成品油零售价格“二连涨”
Qi Huo Ri Bao Wang· 2025-06-17 16:05
国内成品油零售价格迎来"二连涨"。 据国家发展改革委6月17日消息,根据近期国际市场油价变化情况,按照现行成品油价格形成机制,自 2025年6月17日24时起,国内汽、柴油价格(标准品)分别上涨260元/吨和255元/吨。折合升价,92#汽 油、95#汽油、0#柴油分别上调0.20元/升、0.22元/升、0.22元/升。 卓创资讯成品油研究团队分析,本次调价落实后,消费者自驾出行成本以及物流运输成本继续上升。按 照油箱容量为50L的家用轿车为例,加满一箱92#汽油需多花10元。油耗方面,以月跑2000公里、百公 里油耗为8L的小型私家车为例,到下次调价窗口开启(2025年7月1日24时)之前的时间内,消费者用 油成本增加15元。从物流行业看,以月跑10000公里、百公里油耗为38L的重型卡车为例,在下次调价 窗口开启前,单辆车的燃油成本增加390元左右。 卓创资讯成品油研究团队表示,近期国际油价整体呈现上涨走势,周期内计算的原油变化率不断增大, 对国内成品油市场有提振作用。具体来看,国际原油市场主要受三方面利多因素驱动:一是中美经贸磋 商原则上达成框架,支撑油价低位反弹;二是美国通胀温和、原油库存下降,为油价 ...
Alcoa (AA) FY Conference Transcript
2025-06-17 16:00
Alcoa (AA) FY Conference June 17, 2025 11:00 AM ET Speaker0 Okay. Welcome, everyone. Thank you so much for joining us. This is the Wolf Materials of the Future Conference. We are hosting Alcoa, we've got CFO Molly Bierman with us. Delighted to have Alcoa join us. A lot to talk about. And we're just going to kick off with a bit of a discussion about kind of where we sit in terms of aluminum aluminum markets and anything you want to provide for us in terms of thoughts on this second quarter that we're wrappin ...
MercadoLibre(MELI) - 2025 FY - Earnings Call Transcript
2025-06-17 16:00
MercadoLibre (MELI) FY 2025 Annual General Meeting June 17, 2025 11:00 AM ET Speaker0 Hello, everyone. I am Hako Okoenimaj, general counsel of MercadoLibre, Inc, and I will act as chairman and secretary of this meeting. During the course of the meeting today, including during the question and answer sessions, representatives of the company may make statements that constitute forward looking statements. These matters are subject to a number of factors that could cause actual results to differ materially from ...
Monroe Capital(MRCC) - 2025 FY - Earnings Call Transcript
2025-06-17 16:00
Monroe Capital (MRCC) FY 2025 Annual General Meeting June 17, 2025 11:00 AM ET Speaker0 Good morning. The meeting will now come to order. My name is Ted Koenig, and I'm Chairman of the Board and Chief Executive Officer of Monroe Capital Corporation. Welcome to the twenty twenty five Annual Meeting of Stockholders of Monroe Capital Corporation. This meeting is being webcast live. Welcome to those stockholders participating by webcast. An agenda that outlines the order of business for the meeting has been mad ...
Dawson(DWSN) - 2025 FY - Earnings Call Transcript
2025-06-17 16:00
Dawson Geophysical Company (DWSN) FY 2025 Annual General Meeting June 17, 2025 11:00 AM ET Speaker0 Welcome to the Annual Meeting of Shareholders of Dawson Geophysical Company. Our host for today's call is Tony Clark, Chief Executive Officer and President. I will now turn the call over to your host. Mr. Clark, you may begin. Speaker1 Thank you, sir. Welcome to Dawson Jim Physical Company twenty twenty five Annual Meeting of Shareholders. I am Tony Clark, Chief Executive Officer and President of Dawson Jim P ...
Sterling Infrastructure (STRL) M&A Announcement Transcript
2025-06-17 16:00
Sterling Infrastructure (STRL) M&A Announcement June 17, 2025 11:00 AM ET Speaker0 Good morning, ladies and gentlemen, and welcome to the Sterling Infrastructure Agreement to acquire CEC Facilities Group Webcast and Conference Call. At this time, all lines are in a listen only mode. Following the presentation, we will conduct a question and answer session. If at any time during this call you need assistance, please press 0 for the operator. This call is being recorded on Tuesday, 06/17/2025. I would now lik ...
PGR's Property Insurance Fuels Growth: Can it Sustain the Momentum?
ZACKS· 2025-06-17 15:56
Key Takeaways Progressive is expanding in property insurance by bundling policies and leveraging its auto customer base. PGR's underwriting discipline, telematics use, and geographic spread help manage property risk effectively. EPS estimates for 2025 and 2026 have risen, signaling expected growth despite a relatively high valuation.The Progressive Corporation (PGR) offers personal property insurance to homeowners, renters, and other property owners. Progressive has been consistently putting in efforts to ...
终极避险资产:今年黄金已暴涨30%!金价大涨的背后原因曝光……
Sou Hu Cai Jing· 2025-06-17 15:55
王爷说财经讯:2025年差不多快过完一半,而全球资本市场收益也公布!美元暴跌10%,其他避险资产却出现不同程度上涨,不过,有一个终极避险资产 ——黄金今年狂涨30%还没停! 那么今年黄金为何持续大涨?背后逻辑是什么? 另外,接下来,黄金价格走势又会如何?今天就和大家一起来聊聊这个话题! 01、今年已暴涨30%!黄金完胜其他避险资产! 6月17日消息,虽然2025年才过一半,不过,有一个资产今年却是暴涨了30%,而且还没停! 没错,它就是黄金! 最新数据显示,今年以来,现货黄金价格已经飙涨了30%,直接完胜其他避险资产——日元、瑞士法郎和美债。 作为一个对比,今年以来,美元指数下跌近10%。同一期间,日元和瑞士法郎兑美元分别升值约8%和10%。今年以来,美国10年期美债利率下跌约19个基 点。 所以,黄金再次向世人证明:谁才是真正的"终极避险资产"。 02、为何黄金如此受欢迎? 如王爷说财经之前就报道过,最近几个月以来,黄金价格屡屡创下新高。 今年以来,现货金价格已上涨约30%,来到约3403.09美元,4月时更曾一度涨破3500美元大关。 从关税和经济的不确定性,乃至于现在以色列-伊朗爆发新冲突导致中东紧张局 ...
中马经贸关系新黄金50年交流会在穗举行
Sou Hu Cai Jing· 2025-06-17 15:55
文/羊城晚报全媒体记者 徐振天 图/主办方提供 6月17日,中马经贸关系新黄金50年交流会暨第七届MCTE中国-马来西亚(吉隆坡)商品展发布会在广州国际金融城平安财富大厦举行。活动 由中国-马来西亚(吉隆坡)商品展(以下简称"MCTE")组委会主办,依托RCEP政策红利与东盟市场机遇,全方位展示MCTE作为中马经贸 核心平台的赋能价值,诚邀企业共拓东盟市场。 目前,中国已连续16年成为马来西亚最大的贸易伙伴,在双方贸易额持续攀升的背景下,MCTE已成功举办六届,累计服务企业近1500家,吸 引全球专业买家超3万名,展览面积近10万平方米,成为中国企业开拓东盟市场的"桥头堡"。 "从2017到2025,从文化赋能到市场共建,MCTE始终以'双向赋能'为核心定位。"活动现场,MCTE组委会执行总裁李玥重点解读了展会在伊 斯兰文化适配、欧美市场破圈、专业服务升级等维度的战略布局,介绍MCTE可为参展企业提供清真认证、国际资质、标准互认、法律法规等 一站式服务,破解跨境贸易壁垒。 马来西亚驻广州总领事馆商务领事哈里斯以《马来西亚,清真卓越与全球采购的战略伙伴》为题,现场解析马来西亚在全球贸易中的区位优势 与清真政策的 ...