5月10日，国家统计局发布数据显示，4月份，居民消费价格指数（CPI）环比上涨0.1%，同比下降0.1%。工业生产者出厂价格指数（PPI）环比下降0.4%，同比 下降2.7%。 4月份CPI环比由降转涨，同比降幅与上月相同，核心CPI涨幅稳定，PPI环比降幅与上月相同，部分工业行业价格同比继续呈现稳中向好走势。中国人民银行最新发 布《2025年第一季度中国货币政策执行报告》认为，随着扩大内需政策落地显效，市场需求加快释放，将更好支撑物价水平温和回升。 食品、出行服务表现好于季节性 4月份，CPI环比上涨0.1%。其中，食品价格上涨0.2%，非食品价格上涨0.1%；消费品价格持平，服务价格上涨0.3%。 国家统计局城市司首席统计师董莉娟表示，从环比看，CPI由降转涨，涨幅高于季节性水平0.2个百分点，主要是食品、出行服务回升带动。 食品价格的带动包括部分地区进入海洋休渔期，海水鱼价格上涨；新果上市初期供给季节性减少，薯类和鲜果价格上涨等情况，也包括受进口量减少等因素影响， 牛肉价格上涨等情况。此外，鲜菜和猪肉价格降幅小于季节性有一定影响。 同时，4月份，受需求回暖及假日因素共同影响，出行服务价格回升明显。飞机票 ...

5月9日，央行发布了《2025 年第一季度中国货币政策执行报告》（以下简称《报告》）。在此次报告 中，针对消费的论述篇幅明显增多。如央行通过专栏，讲述支持提振和扩大消费的具体措施。 《报告》明确指出，金融支持消费已有较好基础，仍有进一步发力空间。下一步，央行要加大消费重点 领域低成本资金支持；研究出台金融支持消费的指导性文件，指导金融机构加强消费金融服务，着重从 供给侧发力，强化对旅游、住宿餐饮、文体娱乐、教育培训、居民服务等重点服务消费领域的高质量供 给，加大消费基础设施建设和 商贸流通体系建设金融支持力度。同时，持续优化消费信贷产品和服 务，增强消费金融机构资金供给能力。 业内专家指出，我国最终消费支出占GDP的比重相比美日等国家还较低，提升消费对经济增长的贡献度 有较大潜力。面对外需的不利冲击，有必要将促进消费内需置于更加优先的地位。目前我国消费金融服 务体系已较为完善，金融机构围绕不同消费场景创新推出多元的消费信贷产品和服务模式，有效激发了 市场活力。 5月7日，潘功胜行长在国新办新闻发布会上宣布设立5000亿元"服务消费与养老再贷款"，激励引导金融 机构加大对住宿餐饮、文体娱乐、教育等服务消费重点领 ...

永杰新材料股份有限公司投资者关系活动记录表 证券代码：603271 公司简称：永杰新材 永杰新材料股份有限公司 投资者关系活动记录表 业绩说明会 活动类别 活动主题 永杰新材 2024 年度暨 2025 年第一季度业绩暨现金分红说明会 时间 2025-05-09 13:30-14:30 编号：2025-001 投资者关系 上证路演中心 https://roadshow.sseinfo.com 地点/方式 视频录播+网络文字互动 董事长总经理：沈建国 财务总监：陈思 参会人员 董事会秘书：杨洪辉 独立董事：毛骁骁 一、董事长开场致辞 尊敬的各位投资者朋友和各位关心永杰新材的网友们，大家好！ 非常感谢大家参与永杰新材业绩说明会。在此，我谨代表公司， 向参加本次活动的各位投资者朋友表示热烈的欢迎。 永杰新材自 2003 年成立以来，始终专注于铝合金板带箔的研 发、生产与销售，公司产品主要应用于锂电池、电子电器、车辆轻 投资者关系 活 动 主 要 内 量化和新型建材等领域。公司始终遵循"以客户为中心，持续为客 容介绍 户创造价值"的理念，赢得了下游客户的广泛美誉。 现归属于上市公司股东的净利润 3.19 亿元，同比增 ...

Core Viewpoint - Kennametal Inc. reported strong adjusted earnings for Q3 fiscal 2025, significantly exceeding expectations, despite a decline in revenues year-over-year [1][2]. Revenue Performance - Total revenues for Kennametal were $486.4 million, a decrease of 5.7% from the previous year, and missed the Zacks Consensus Estimate of $490 million [2]. - Revenue breakdown by region showed a 3% decline in American operations to $240.4 million, a 4% decrease in Europe, the Middle East, and Africa to $151.3 million, and a 1% drop in Asia Pacific to $94.8 million [2]. - The Metal Cutting segment generated revenues of $304.3 million, down 7% year-over-year, with organic revenues declining 4% [3]. - The Infrastructure segment reported revenues of $182.1 million, a 4% decrease year-over-year, with organic revenues down 2% [4]. Margin and Cost Analysis - Cost of goods sold decreased by 9% year-over-year to $330 million, leading to a gross profit increase of 2% to $156.4 million and a gross margin improvement of 250 basis points to 32.2% [5]. - Operating income rose 25.7% year-over-year to $44.1 million, with an operating margin increase of 230 basis points to 9.1% [5]. - Interest expenses were reported at $6.2 million, down 8.3% from the previous year [6]. Balance Sheet and Cash Flow - As of the end of Q3, cash and cash equivalents stood at $97.5 million, down from $128 million in the previous quarter, while long-term debt increased slightly to $596.6 million [7]. - In the first nine months of fiscal 2025, net cash generated from operating activities was $129.7 million, compared to $163.5 million in the same period last year [8]. - Free operating cash flow was reported at $63 million, down from $84 million in the previous fiscal year [8]. Dividend and Share Repurchase - The company declared a quarterly cash dividend of 20 cents per share, with a total payout of $46.6 million, and repurchased shares worth $55.1 million [9][11]. Guidance - Kennametal updated its fiscal 2025 outlook, projecting sales between $1.97 billion and $1.99 billion, and adjusted earnings per share in the range of $1.30 to $1.45 [12]. - Free operating cash flow is expected to exceed 125% of net income, with capital spending anticipated at approximately $90 million [12].

Kennametal (KMT) Q3 2025 Earnings Call May 07, 2025 09:30 AM ET Company Participants Michael Pici - VP - Investor RelationsSanjay Chowbey - President & CEOPatrick Watson - VP & CFOJacob Moore - Equity Research AssociateMichael Feniger - MD - Equity Research Conference Call Participants Angel Castillo - AnalystSteven Fisher - Managing Director & Equity Research AnalystJulian Mitchell - Equity Research AnalystTami Zakaria - AnalystJoe Ritchie - Analyst Operator Good morning. I would like to welcome everyone t ...

聚焦传统产业低碳转型，江西银行依托鹰潭铜产业监测平台，敏锐捕捉到钲旺科技的转型需求，在短时 间内发放了3年期铜产业转型贷款1000万元，用于企业数字化转型智能工厂建设。同时，江西银行根据 企业的碳排放强度及未来的碳排放计划，积极协助企业制定详细的低碳转型规划，降低企业转型的资金 成本；落地江西首笔铜产业转型智能制造贷款，帮助企业实现降碳增收。 江西省九江市修水县宁程农业茶园基地，茶山上飘着淡淡的清香，采茶人穿梭于茶垄之间。"转型后， 我们茶园面貌将得到大幅改善，每亩茶园产量预计提高一倍，肥料用量和用水量大幅减少。"修水县宁 程农业开发有限公司负责人冷雨说，以前茶园存在生产模式低效化、智能农业设备应用不足、过度依赖 传统经验、化肥利用率不高以及碳排放强度居高不下等问题。 为帮助宁程茶园低碳转型，江西银行向九江市修水县宁程农业开发有限公司合计授信1.8亿元。在江西 银行的支持下，宁程茶园基地加快建设农业转型金融项目，降低了碳排放强度，提高了茶叶产量，增加 了农民收入。这片绿色茶园，见证着金融与生态农业的深度融合。 钲旺科技有限公司是江西鹰潭的一家民营企业，以铜包铝合金线技术为主业，其生产的铜锌合金线全国 市场占有 ...

Ryerson (RYI) Q1 2025 Earnings Call May 01, 2025 10:00 AM ET Company Participants Pratham Dear - Manager of Investor RelationsEdward Lehner - President and Chief Executive OfficerJames Claussen - EVP & CFOMolly Kannan - Controller and CAOSamuel McKinney - AVP - Equity Research Conference Call Participants Katja Jancic - Analyst Operator At this time, I'd like to turn the conference over to Mr. Pratham Deere, Manager of Investor Relations. Please go ahead, sir. Pratham Dear Good morning. Thank you for joinin ...

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 ...

公司2024年实施了重大资产重组，收购宁波电工合金（300697）材料有限公司(以下简称"电工合 金")55%的股权，2024年成为公司不断夯实基础和坚定转型发展的突破之年。2025年公司将着力通过管 理创新和人才培养双轮驱动，推动企业发展再上新台阶，实现质量与效益的同步提升。 战略转型进入收获期，实现跨越式发展 宁波富邦对电工合金的并购，从2024年8月7日宣布签署股权收购意向协议，到12月26日完成交易过户， 在四个多月内高效完成。以本次交易为契机，公司推进更深层次的资源整合与流程优化，着力构建与电 工合金的协同发展体系，多维度战略协同。借助上市公司资本平台优势，为电工合金嫁接资本市场资 源，推动产业资本与金融资本的深度融合，助力企业实现跨越式发展。 从数据上来看，2024年内公司实现营业收入10.44亿元，实现归属于母公司股东净利润156.27万元。截至 2024年末，公司归属于母公司的所有者权益为3.78亿元，总资产规模为10.67亿元，总资产比上年末大幅 提高15.52%。 一方面，公司重组前的业务，贸易板块2024年营业收入再创新高，达到2.69亿元，较上年同期增长 35.98%，延续了近两年销售 ...

Core Viewpoint - The company reported a revenue of 7.183 billion yuan in Q1 2025, reflecting a year-on-year increase of 20.39% but a quarter-on-quarter decrease of 8.81%. The net profit attributable to shareholders was 162 million yuan, down 40.96% year-on-year and down 24.24% quarter-on-quarter, while the net profit excluding non-recurring items was 138 million yuan, a year-on-year decrease of 47.62% [1][2]. Financial Performance - The company's Q1 2025 gross margin was 8.83%, showing a year-on-year decline of 0.83 percentage points and a quarter-on-quarter decline of 0.49 percentage points [2]. - The total expense ratio for the first quarter was 6.74%, which increased by 0.14 percentage points quarter-on-quarter, primarily due to a rise in financial expense ratio by 0.26 percentage points [2]. Global Expansion and Market Position - The company's global layout may effectively hedge against tariff impacts, with factories established in Thailand and Mexico. The Thai aluminum alloy project is expected to be operational in 2024, while the Mexican wheel factory is still ramping up production [3]. - The U.S. imposes a 10% tariff on Thailand, which has a relatively minor impact. Mexico is not subject to U.S. tariffs, allowing the company to potentially increase its market share in the U.S. automotive supply chain [3]. Product Development and Innovation - The company is actively developing products in emerging fields, with mass production of non-heat-treated alloy materials already achieved. The high-strength, high-yield non-heat-treated die-casting aluminum alloy is being validated in robotics and drone applications [3]. Profit Forecast and Valuation - The company maintains its profit forecast, expecting net profits attributable to shareholders to reach 800 million yuan, 1.069 billion yuan, and 1.34 billion yuan for 2025-2027, with corresponding EPS of 1.26, 1.69, and 2.12 yuan [4]. - The average PE ratio for comparable companies in 2025 is projected at 21.1 times, while the company is assigned a target PE of 17 times, resulting in a target price of 21.42 yuan [4].