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一周热榜精选:非农意外表现强劲,美日关税谈判未有共识!
Jin Shi Shu Ju· 2025-05-02 13:25
Market Overview - The US dollar index is expected to record a second consecutive week of gains, benefiting from eased concerns over the global trade war, recovering above the 100 mark for the first time since April 16 [1] - Spot gold has recorded a second consecutive week of declines, trading at $3344 per ounce due to reduced safe-haven demand and profit-taking ahead of the Labor Day holiday [1] Currency Performance - Non-USD currencies such as the euro and Australian dollar have seen gains against the US dollar for the fourth consecutive month due to the dollar's decline [3] Oil Market - International oil prices have dropped significantly, with Brent crude oil down approximately 18% for April, influenced by the US-led trade war impacting economic growth and energy demand [6] - Saudi Arabia has expressed reluctance to further cut supply to support oil prices, leading to a sharp decline in oil prices, although a subsequent threat from Trump regarding sanctions on Iranian oil buyers caused a rebound [6] Stock Market - The S&P 500 index has achieved its best eight-day performance in over three years, driven by strong earnings from tech companies like Microsoft and Meta, alleviating fears over tariff impacts [10] - Overall, the Dow Jones Industrial Average fell by 3.17% in April, marking its third consecutive monthly decline, while the Nasdaq rose by 0.85% [10] Investment Bank Insights - Deutsche Bank noted that despite market recovery, US assets still face resistance from foreign buyers [13] - Morgan Stanley highlighted uncertainty in tariff policies and the independence of the Federal Reserve, which may lead to reduced foreign investment in the US [13] - Barclays recommended investors to re-establish long positions in five-year US Treasuries [13] Economic Data - The US economy showed signs of fatigue, with consumer spending growth at a two-year low and a surprising contraction in GDP for Q1 2025 [16][17] - Non-farm payroll data for April showed an increase of 177,000 jobs, exceeding expectations, while the unemployment rate remained at 4.2% [17][18] Trade Developments - Trump signed an executive order exempting imported cars and parts from steel and aluminum tariffs, aiming to alleviate pressure on the US auto industry [19] - Ongoing trade negotiations with Japan have yet to reach consensus, with Japan opposing US proposals on tariffs [19][20] Ukraine and Mineral Agreement - The US and Ukraine have signed a mineral agreement to establish a reconstruction investment fund, emphasizing joint energy development without addressing Ukraine's debt issues [21][22] Oil Sanctions on Iran - The US has intensified sanctions on Iranian oil, warning countries and individuals to cease purchases or face secondary sanctions [23] Saudi Oil Supply Strategy - Saudi Arabia has indicated a shift in strategy, no longer willing to cut oil supply to support prices, potentially increasing production to gain market share [24] Corporate Developments - Elon Musk is gradually stepping back from his role in the White House, while Tesla's board remains confident in his leadership despite stock price declines [25] - The Bank of Japan maintained its interest rate but lowered GDP growth forecasts due to global trade uncertainties [26][27] Gold Demand - The World Gold Council reported that global gold demand in Q1 2025 reached its highest level since 2016, driven by significant inflows into gold ETFs [28]
5月2日电,雪佛龙第一季度调整后每股收益2.18美元,上年同期2.93美元,市场预估2.11美元。雪佛龙第一季度股票回购规模达39亿美元。
news flash· 2025-05-02 10:24
智通财经5月2日电,雪佛龙第一季度调整后每股收益2.18美元,上年同期2.93美元,市场预估2.11美 元。雪佛龙第一季度股票回购规模达39亿美元。 ...
道指、标普500指数8连涨!
Zheng Quan Shi Bao· 2025-05-02 01:11
Group 1 - The U.S. confirmed that auto parts manufactured in Canada and Mexico will be exempt from a 25% tariff as part of the USMCA agreement, effective May 3 [9] - On May 1, U.S. stock indices rose across the board, with the Dow Jones Industrial Average achieving an eight-day winning streak [2][3] - The Dow Jones Industrial Average closed at 40,752.96 points, up 0.21%, while the S&P 500 and Nasdaq Composite rose by 0.63% and 1.52%, respectively [3][4] Group 2 - Major U.S. tech stocks mostly increased, with Microsoft rising over 7% and Meta up more than 4% [4] - Semiconductor stocks showed mixed performance, with the Philadelphia Semiconductor Index up 0.42%, while Qualcomm fell over 8% [4] - Chinese concept stocks saw a slight increase, with the Nasdaq Golden Dragon China Index rising 0.22% [5] Group 3 - International gold prices fell, with London gold dropping over 1.5% and nearing $3,200 per ounce [7] - COMEX gold futures also saw a decline, closing down more than 2% [7]
道指、标普500指数8连涨!
证券时报· 2025-05-02 01:02
Group 1 - The core viewpoint of the article highlights the confirmation by the U.S. that automotive parts manufactured in Canada and Mexico will be exempt from a 25% tariff as part of the USMCA agreement, effective May 3 [9][10] - On May 1, U.S. stock indices experienced a broad increase, with the Dow Jones Industrial Average and S&P 500 achieving an eight-day consecutive rise [2][3] - The Dow Jones Industrial Average closed at 40,752.96 points, up 0.21%, while the S&P 500 rose 0.63% to 5,604.14 points, and the Nasdaq Composite increased by 1.52% to 17,710.74 points [3][4] Group 2 - Major U.S. tech stocks mostly rose, with Microsoft increasing over 7%, Meta up more than 4%, and Amazon rising over 3% [4] - The semiconductor sector showed mixed performance, with the Philadelphia Semiconductor Index up 0.42%, while Qualcomm fell over 8% [4] - Chinese concept stocks saw a slight increase, with the Nasdaq Golden Dragon China Index rising 0.22% [5] Group 3 - International gold prices declined, with London gold dropping over 1.5% and nearing $3,200 per ounce during trading [6][7] - COMEX gold futures also closed down more than 2%, approaching the same price level [8]
金十数据全球财经早餐 | 2025年5月2日
Jin Shi Shu Ju· 2025-05-01 23:11
传沃尔兹及其副手将因"群聊"事件离职 欧佩克4月原油产量不增反减 男生普通话版 下载mp3 女声普通话版 下载mp3 粤语版 下载mp3 西南方言版 下载mp3 东北话版 下载mp3 上海话版 下载mp3 今日优选 哈塞特:有关税消息即将宣布 贝森特:市场表明美联储应降息 美国4月ISM制造业PMI超预期 日本高管:美债可以是贸易谈判的工具 国内金饰价格部分跌破千元关口 市场盘点 周四,得益于美国达成贸易协议的希望,美元指数三日连涨,自4月16日以来首次收复100关口,最终收涨0.545%,报100.18。美债收益率在美盘ISM制造业 数据超预期后强势拉升,基准的10年期美债收益率收报4.221%;对货币政策更敏感的两年期美债收益率收报3.709%。 受贸易紧张局势缓和的信号、黄金消费大国休假,以及市场聚焦周五美国非农就业报告的影响,现货黄金连续第三日下跌至两周低位,一度逼近3200美元关 口,美盘有所回升,最终收跌1.53%,报3238.18美元/盎司。现货白银收跌0.62%,报32.42美元/盎司。 在第四轮美伊谈判被推迟后,特朗普威胁要对伊朗石油买家实施二级制裁,国际原油现深V反弹。WTI原油较日低反弹 ...
年报“难产” ST新潮回应:正按照审计要求补充相关资料
Jing Ji Guan Cha Wang· 2025-05-01 09:43
Core Viewpoint - ST New潮's stock will be suspended from trading starting May 6 due to the inability to disclose the audited 2024 annual report and the 2025 Q1 report within the legal deadline [1][2] Group 1: Suspension Details - The suspension is in accordance with the Shanghai Stock Exchange regulations, which state that if a company fails to disclose its annual report by April 30, trading will be suspended on the first trading day of May, with a maximum suspension period of two months [1] - If the company does not disclose the reports during the suspension period, it will face a risk warning (*ST) and could initiate delisting procedures if the reports are not completed within the following two months [1] Group 2: Reasons for Delay - ST New潮 attributed the delay to the tight timeline for the audit process, as the audit team was conducting on-site audits in the U.S. and faced challenges in collecting necessary materials, including confirmation letters that require significant time to gather [1] - The company is actively working to provide the required materials and is urging clients to complete the necessary confirmations to facilitate the audit process [1] Group 3: Impact on Acquisition - The ongoing tender offer by ST New潮 will not be affected by the stock suspension [2] - The company acknowledged that the change in accounting firms led to a tight timeline for the audit, making the delay in the annual report somewhat expected [2] Group 4: Accounting Firm Change - On March 20, ST New潮 announced the appointment of Lixin Certified Public Accountants as the new auditing firm for the 2024 annual report [2] - The previous auditing firm, Zhongrui Cheng, resigned due to an underestimation of the workload and their capacity to complete the audit on time [2]
一季度“三桶油”营收集体受挫 仍净赚966亿元
截至4月29日,"三桶油"(中国石化、中国石油、中国海油)已相继披露2025年一季度经营业绩。财报 显示,三家企业实现净利润合计约966.34亿元,但营收均出现不同程度的下滑。 其中,按中国企业会计准则,2025年一季度,中国石油实现营收7531.08亿元,同比下滑7.3%,净利润 468.07亿元,同比增长2.3%。 相比之下,中国石化、中国海油的营收和净利润水平双双下滑。财报显示,2025年一季度,中国海油实 现营收1068.54亿元,同比下滑4.1%;净利润365.63亿元,同比下滑7.9%。中国石化则实现营收7353.56 亿元,同比下滑6.9%;净利润132.64亿元,同比下滑27.6%。 尽管营收下滑,但"三桶油"在2025年一季度的油气当量产量均实现了同比增长。其中,中国石油实现油 气当量产量4.67亿桶,同比增长0.7%;国内油气当量产量4.18亿桶,同比增长1.2%。中国石化实现油气 当量产量130.97百万桶,同比增长1.7%,其中,天然气产量3684.3亿立方英尺,同比增长5.1%。中国海 油实现净产量188.8百万桶油当量,同比增长4.8%。其中,中国净产量130.8百万桶油当量,同比 ...
沥青月报:基本面边际改善,成本支撑减弱-20250430
Zhong Hang Qi Huo· 2025-04-30 13:16
1. Report Industry Investment Rating - The report does not mention the industry investment rating. 2. Core Viewpoints of the Report - The domestic asphalt market shows marginal improvements in supply and demand, but fundamental pressures remain. The supply continues to increase, with a 4% month - on - month increase in April production. The demand shows initial signs of recovery, with a 15.5% month - on - month increase in April asphalt shipments. The macro situation has short - term marginal improvements, but long - term uncertainties persist. The cost of asphalt is supported by the short - term crude oil market. Overall, the asphalt price is likely to fluctuate within a range. It is recommended to focus on the BU2506 contract in the range of 3340 - 3550 yuan/ton and choose to short on rebounds [71]. 3. Summary by Directory 3.1 Market Review - In April, asphalt prices first declined and then rebounded, showing a significant overall decline. Affected by macro negatives and OPEC+ unexpected production increases during the Tomb - Sweeping Festival, the outer - market crude oil prices dropped sharply, causing asphalt to open at the daily limit down on the first trading day after the holiday and reach a new low for the year. In the middle and late April, as the macro - pessimistic sentiment eased and OPEC+ expanded compensatory production cuts, oil prices were supported, and asphalt prices rebounded and fluctuated widely [6]. 3.2 Macroeconomic Analysis 3.2.1 Divergence in Interest - Rate Cut Expectations - The Fed is likely to continue to pause interest - rate cuts due to high economic uncertainties and inflation risks. After the release of the March CPI data, traders increased bets on a 100 - basis - point interest - rate cut by the Fed by the end of the year. However, Fed Chairman Powell's "hawkish" speech reduced market expectations for interest - rate cuts. The market generally expects the Fed to start cutting rates in June and cut rates 3 - 4 times by the end of 2025, with a cumulative cut of 75 - 100 basis points. The difference in expectations between the market and the Fed may lead to increased volatility in risk assets [9][10]. 3.2.2 Tariff Pressures - In April, the Trump administration's tariff policies led to macro negatives and increased global economic uncertainties. The suspension of the implementation of reciprocal tariffs on April 10 eased the pessimistic sentiment to some extent, but the uncertainty of tariff policies still impacts the market and investor confidence [11]. 3.2.3 OPEC+ Actions - In April, eight OPEC+ members announced a production increase of 411,000 barrels per day in May. At the same time, an updated compensatory production - cut plan was announced, with an increase of 369,000 barrels per day in the cumulative production - cut scale. However, due to Kazakhstan's production policies and potential issues with production - cut implementation efficiency, the actual effect of the compensatory production cuts remains to be seen [15]. 3.3 Supply - Demand Analysis 3.3.1 Supply - As of April 25, the cumulative asphalt production in April was 1.752 million tons, a 4% month - on - month increase and a 5.8% year - on - year increase. The refinery operating rate has rebounded, and the supply is under pressure. As of April 23, the operating rate of domestic asphalt sample enterprises was 30.7%, up 2 percentage points from the previous period, with significant increases in Shandong, Central, and North China regions [16][24]. 3.3.2 Demand - As of April 25, the asphalt shipments in April were 1.371 million tons, a 15.5% month - on - month increase. The demand is gradually recovering, but the growth rate is lower than the supply growth rate. In the first quarter of 2025, the cumulative investment in domestic transportation fixed assets increased by 5.2% year - on - year. The utilization rate of modified asphalt production capacity has rebounded, which is expected to support asphalt demand [25][32][33]. 3.3.3 Import and Export - In March, domestic asphalt imports were 264,000 tons, a month - on - month increase but a year - on - year decrease. The average import price decreased. Exports were 62,800 tons, a month - on - month increase, and the average export price also decreased [42][45]. 3.3.4 Inventory - As of April 25, the factory inventory of domestic asphalt sample enterprises decreased by 15,000 tons week - on - week, while the social inventory increased by 28,000 tons week - on - week to 4.211 million tons, with a growth rate of 2.01% [55][62]. 3.3.5 Price Spread - As of April 25, the domestic asphalt processing dilution weekly profit was - 619.8 yuan/ton, a week - on - week decrease of 157.8 yuan/ton. The asphalt - to - crude - oil ratio rebounded to 55.76 as of April 28. There is a risk of further decline in processing dilution profit [69].
中国石油(601857):归母净利润逆势增长 稳健型央企抗风险能力强
Xin Lang Cai Jing· 2025-04-30 10:35
Core Insights - The company reported a revenue of 753.11 billion yuan for Q1 2025, a year-on-year decrease of 7.3%, while net profit attributable to shareholders increased by 2.3% to 46.81 billion yuan [1] - The oil and gas business contributed to a slight increase in operating profit, which reached 65.18 billion yuan, up 0.8% year-on-year [1] Group 1: Oil and Gas Performance - The company achieved an oil and gas equivalent production of 46.7 million barrels, a year-on-year increase of 0.7%, with crude oil production at 24 million barrels, up 0.3% [2] - Natural gas production reached 13.613 billion cubic feet, a year-on-year increase of 1.2%, while the average selling price of natural gas decreased by 3.9% to 9.01 USD per thousand cubic feet [2] - The unit operating cost for oil and gas was 9.76 USD per barrel, down 6.0% year-on-year, indicating effective cost reduction [2] Group 2: Refining and Chemical Business - The company processed 33.7 million barrels of crude oil, a decrease of 4.7% year-on-year, with refined product output declining across gasoline, diesel, and kerosene [3] - The operating profit margin for refining and chemical business was 1.9%, down 0.7 percentage points year-on-year, reflecting reduced profitability [3] - The company is focusing on chemical transformation, with ethylene production remaining stable at 2.27 million tons, while synthetic resin and polymer production showed mixed results [3] Group 3: Shareholder Confidence - The controlling shareholder, China National Petroleum Corporation, plans to increase its stake in the company by investing between 2.8 billion and 5.6 billion yuan over the next 12 months, representing 0.2% to 0.4% of the company's total market value as of April 29, 2025 [4] Group 4: Investment Outlook - The company is positioned as a leading player in the domestic oil and gas sector, with rich upstream resources and a complete downstream supply chain [5] - Projected net profits for 2025 to 2027 are 143.13 billion, 154.33 billion, and 164.36 billion yuan, with corresponding EPS of 0.78, 0.84, and 0.90 yuan per share [5]
最大超临界二氧化碳管道工程启动
Zhong Guo Hua Gong Bao· 2025-04-30 09:58
Core Viewpoint - The Jilin Petrochemical-Jilin Oilfield CO2 pipeline project is a significant step in China's efforts to implement carbon reduction strategies and promote clean energy transition, with a focus on carbon capture, utilization, and storage (CCUS) [1][2] Group 1: Project Overview - The CO2 pipeline project, initiated on April 27, is the longest, largest diameter, and highest pressure CO2 pipeline in China, spanning nearly 400 kilometers [1] - The first phase of the project includes a pipeline length of 282.26 kilometers and a designed transport capacity of 3.3 million tons per year [1] - The pipeline will utilize supercritical/dense phase transport and will connect various cities in Jilin Province, facilitating carbon source absorption from local enterprises [1] Group 2: Technological and Operational Aspects - Advanced technologies such as centrifugal CO2 compressors and fiber-optic leak detection will be employed in the pipeline's design [1] - The project aims to enhance oil extraction efficiency by over 20% compared to traditional water-based methods, with an annual oil recovery of over 1 million tons [1] - The project emphasizes strict adherence to technical standards, material inspections, and the use of digital and intelligent monitoring methods to ensure quality and safety [2] Group 3: Strategic Importance - The project is aligned with China's national "dual carbon" strategy and is expected to be operational by 2026, serving as a backbone for carbon emission and utilization enterprises in Jilin Province [2] - It aims to promote the green and low-carbon transformation of enterprises in the region and further advance the development of the CO2 capture, utilization, and storage industry in China [2]