据日本放送协会NHK：日本制钢计划到2029财年总投资约8,680亿日元，用于引进电炉。 ...

热轧卷板周度数据（20250530） | | | | | | | | | | 投资咨询业务资格：证监许可【2011】1778号 | 黑色金属研究员 涂伟华 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | 本周值 | 环比变化 | | 上月末值 | 本月变化 | 同期值 | | 同期变化 | | 供给 | | | 周度产量 | 319.55 | | 13.87 | 317.50 | 2.05 | 322.66 | | -3.11 | | | | | 高炉产能利用率（%） | 90.69 | | -0.63 | 91.60 | -0.91 | | 88.17 | 2.52 | | | | | 表观需求量 | 326.93 | | 13.87 | 324.36 | 2.57 | 316.59 | | 10.34 | | 需求 | | | 冷轧卷板周产量 | 88.00 | | -0.14 | 85.64 | 2.36 | | 86.25 | 1.75 | | | | | 总库存 | 332 ...

晚间，美股集体高开。消息面上，有关欧美关税谈判，特朗普给出积极信号。 美股大涨 黄金暴跌 截至发稿，美股三大指数均飘红，其中，纳指大涨近2%，标普500指数和道琼斯涨幅也在1%以上。 消息面上，美国5月谘商会消费者信心指数为98，预期87，前值为86。 个股方面，特朗普媒体科技集团迅速走低，现跌超3%，盘初一度涨超3%。消息面上，特朗普媒体科技集团宣布达成约25亿美元的比特币资金交易，计划 将募集资金用于建立比特币储备金。 此外，特斯拉开盘大涨超3%，美东时间周六，特斯拉CEO马斯克在X平台发文表示，自己将重新回归24小时工作模式，他表示，又要回到24小时全天工 作的节奏了，直接睡在会议室、服务器机房和工厂里。 中概股方面，纳斯达克中国金龙指数陷入调整，截至发稿跌超0.2%，大部分中概股飘绿，其中，拼多多大跌超17%，亿航智能跌超8%，蔚来、小鹏汽车 均跌超3%。 | HXC 纳斯达克中国合龙式的 | | | | | | --- | --- | --- | --- | --- | | 交易中 05/27 10:12:22 (美东) | | | | | | 最 高 7179.18+ | 7200.07 今 | ...

Group 1 - Japan plans to provide economic and technical cooperation, including investment in the Alaska LNG pipeline project and sharing shipbuilding expertise, to pave the way for a tariff agreement with the U.S. by mid-June [1] - Japanese Prime Minister Shigeru Ishiba emphasized the importance of promoting icebreaker shipbuilding capabilities and assisting in the maintenance of U.S. military vessels patrolling the Asia-Pacific region [1] - Japan may propose participation in the estimated $44 billion Alaska gas project, showcasing its contribution to the U.S. economy despite concerns over project costs [1] Group 2 - The third round of tariff negotiations between Japan and the U.S. took place in Washington, with Japan's Economic Revitalization Minister Akira Amari aiming to expedite the process to reach an agreement during the G7 summit in Canada in June [2] - Japan is urging the U.S. to reconsider a series of tariff measures, including a 25% tariff on automobiles and major components, while the U.S. expressed intentions to set minimum tariffs for all countries and regions [2] - Japan hopes to achieve a ministerial-level agreement before the G7 summit, allowing Prime Minister Ishiba and President Trump to reach a handshake deal ahead of the upcoming Senate elections in July [2] Group 3 - President Trump announced a planned partnership between U.S. steel companies and Japan's Nippon Steel, which is seen as a positive development for the negotiation atmosphere and trust between the two countries [3] - The specifics of the cooperation between the steel companies remain unclear, but it has generated significant market interest [3] - The announcement is viewed as a catalyst for improving the negotiation climate and fostering trust between the U.S. and Japan [3]

Group 1 - The Hang Seng Index fell by 0.55%, down 131 points, closing at 23,695 points, while the Hang Seng Tech Index decreased by 0.66% [1] - The early trading volume in Hong Kong stocks reached HKD 1,076 million [1] - Robot-related stocks were active, with DCH Holdings (00179) rising nearly 6% and SUTENG (02498) increasing over 2% due to the upcoming CMG World Robot Competition [1] Group 2 - Eucan Vision Bio-B (01477) surged over 18% after OT-703 was approved for real-world research in Boao, Hainan [2] Group 3 - Smoore International (06969) rose over 5% as Glo Hilo is set to launch in Japan, with positive feedback from the trial market for heated non-combustible products [3] - Youjia Innovation (02431) increased over 5% after its L4 autonomous driving minibus received project designation, following a series of product showcases at the Shanghai Auto Show [3] Group 4 - Maanshan Iron & Steel (00323) saw a rise of over 7% as the steel industry showed improving performance in Q1, with institutions noting a marginal improvement in the sector's fundamentals [4] - InnoCare Pharma (02577) surged over 15% due to a partnership with NVIDIA for the next-generation 800V power architecture, drawing attention to third-generation semiconductors [4] Group 5 - Gu Ming (01364) increased by 4.5%, reaching a new high, with expectations of being included in the Hong Kong Stock Connect next month and a projected net increase of over 2,000 stores for the year [5] Group 6 - Dekang Agriculture and Animal Husbandry (02419) rose over 7%, with stock prices hitting a new high as institutions are optimistic about the company's valuation recovery potential [6] Group 7 - Gome Retail (06808) saw an early rise of nearly 7%, reporting a turnaround with a profit of RMB 410 million for the year, while Dehong Capital will promote the development of various store formats [7] - New Town Development (01030) fell over 3% amid reports of plans to issue guaranteed bonds domestically, aiming to raise RMB 1.5 to 2 billion [7] - Alibaba Health (00241) dropped over 4%, despite a year-on-year profit increase of over 62%, with analysts stating that profits did not meet expectations [7]

2. 美媒：美国和乌克兰其他盟国向普京施压，称若拒绝30天停战协议将实施新制裁。 3. 克里姆林宫发言人：只要一些"细微差别"得到考虑，俄罗斯立即支持为期30天的停火协议。 其他情况： 冲突情况： 5. 俄罗斯国防部：乌克兰持续违反停火协议。俄罗斯继续遵守停火协议。乌克兰军队试图在俄罗斯库尔 斯克和别尔哥罗德地区越境。 和谈情况： 1. 克里姆林宫：俄罗斯与美国就向欧洲供应天然气进行了讨论。 金十数据整理：俄乌冲突最新24小时局势跟踪（5月10日） 1. 美国驻基辅大使馆警告称，未来几天可能发生"重大"空袭。 2. 乌克兰武装部队：过去的24小时内，俄军用一枚火箭和18次空袭袭击了乌克兰阵地。 3. 俄罗斯别尔哥罗德州州长表示，乌克兰无人机袭击了当地政府大楼，暂无人员伤亡。 4. 乌克兰空军：俄罗斯飞机向乌克兰南部地区发射了制导炸弹。 1. 乌克兰2025年迄今钢铁产量增长1%。 2. 消息人士：伊朗拟向俄交付法塔赫360导弹发射器。 3. 匈牙利总理：接纳乌克兰加入欧盟无异于"经济自杀"。 4. 挪威首相：已邀请乌克兰总统泽连斯基参加军事演习活动。 5. 乌克兰国家安全局：匈牙利网络一直在收集关于乌克兰防御 ...

Core Viewpoint - The quality supervision and inspection results for key industrial products in Beichen District, Tianjin, for 2024 show that all 65 batches of products tested, including cement, steel bars, and fertilizers, passed inspection without any non-compliant products or companies identified [3][4][5]. Group 1: Product Categories - Cement: Ordinary Portland cement from Tianjin Jinyu Zhenxing Environmental Protection Technology Co., Ltd. passed inspection [3]. - Steel Bars: Hot-rolled ribbed steel bars from Tianjin Chengtai Technology Development Co., Ltd. and Tianjin Junjian Steel Trading Co., Ltd. were among the compliant products [4][5]. - Fertilizers: Compound fertilizers from various producers, including Tianjin Rongfu Agricultural Production Materials and Hebei Kaimenzi Fertilizer Co., Ltd., were also found to be compliant [4][5]. Group 2: Inspection Results - A total of 65 batches of products were tested, and all were found to be compliant with quality standards [3][4]. - The inspection covered 10 types of products, including stationery items like correction tape and various types of pens, all of which passed the quality checks [3][4][5]. Group 3: Companies Involved - Companies such as Shanghai Morning Glory Stationery Co., Ltd. and Shenzhen Qixin Group Co., Ltd. were noted for their compliant products in the inspection results [3][4][5]. - The inspection results reflect a strong adherence to quality standards among local manufacturers in the Beichen District [3][4].

Core Insights - The article highlights the significant investment and training efforts by Jiangsu province to enhance the capabilities of local cadres in the Ili River Valley, aiming to create a high-quality workforce that understands economics and governance [1][3][8] Group 1: Investment and Training Initiatives - Jiangsu invested 85.16 million yuan in training 59,000 local cadres across various sectors, including 9,600 individuals trained outside the region [1] - The Jiangsu-Ili collaboration has led to the organization of nearly 1,000 local committee members to study successful practices in Huai'an, resulting in the establishment of cooperatives and the sale of over 1,200 craft products within three months [2][3] - A total of 200 young economic cadres from Ili have been sent to Jiangsu for training, facilitating 1,919 enterprises from inland regions to visit Ili, leading to 429 framework agreements and 274 projects with a total investment of 8.452 billion yuan [3][4] Group 2: Practical Learning and Development - Jiangsu's industrial parks and production lines serve as practical classrooms for Ili cadres, enhancing their skills in areas such as technology contract assessment and enterprise incubation [2] - The Jiangsu-Nanjing working group has invested over 12 million yuan to train more than 6,300 local officials and technical personnel, conducting over 20 training sessions in various fields [4][6] - The establishment of a training base in Suzhou has facilitated the training of over 1,500 local leaders through various educational programs [5] Group 3: Focus on Key Sectors and Talent Retention - Jiangsu's efforts in Ili include the completion of 187 major projects and attracting 4.83 billion yuan in investments, focusing on key industries such as steel and smart agricultural markets [6] - The "mentor-apprentice" model has been effective in training local medical staff, with 50 medical professionals selected for a six-month training program in Jiangsu, enhancing local healthcare capabilities [8] - The Jiangsu-Ili collaboration aims to shift from a "blood transfusion" model to a "blood production" model, ensuring sustainable talent development for the region's growth [8]

Group 1 - China has recently refused to accept Boeing aircraft, creating an opportunity for India to take over the orders that China has paused [2][3] - Indian Airlines, controlled by Tata Group, is interested in acquiring the Boeing aircraft to enhance its operational capacity and service levels, aiming to expand its market presence [2][3] - The ongoing US-China trade war may motivate India to leverage the acquisition of Boeing aircraft as a bargaining chip in tariff negotiations with the US [3] Group 2 - India's decision to impose a 12% protective tariff on certain steel products is seen as a direct move against China, which has become India's second-largest source of steel imports [5] - Despite being the second-largest crude steel producer globally, India has a low capacity utilization rate and has been a net importer of finished steel, heavily relying on Chinese supplies [5] - The imposition of tariffs may not significantly impact Indian manufacturers, as they still depend on Chinese products due to technological and management shortcomings in their steel industry [5][6] Group 3 - China's support in building advanced steel production facilities in India contrasts sharply with India's recent tariff actions, highlighting a potential betrayal of cooperation [6] - China's Ministry of Commerce has expressed strong opposition to any country sacrificing Chinese interests for tariff agreements with the US, indicating potential retaliatory measures [6]

人工智能技术的进步可谓一日千里。"人工智能+"材料科学已成为重要的交叉学科方向。中国工程院院士干勇认 为，人工智能将重塑材料研发过程，材料会逆向生成；此外，场景创新已成为推动人工智能与实体经济深度融合 的关键力量。谷歌、微软、Meta和字节跳动等科技巨头纷纷发力，布局相同的技术路线：通过理论计算获取材料 科学数据，通过高通量计算生产海量此类数据，再将数据"反哺"给人工智能模型，借助模型推理未知材料的性 能。 数据是人工智能起飞的助推剂 数据是人工智能起飞的助推剂，数据的多少和质量高低直接影响人工智能的预测水平。干勇提出，必须首先解决数 据够用与好用的问题，才能释放人工智能巨大潜力。高通量制备与表征是快速获得大量材料实验数据的关键技术， 实验数据尤为稀缺，应通过标准化建设，使数据适合人工智能的要求，即"AI ready"。 在"人工智能+"材料科学的发展中，数据同样是重中之重。干勇强调，生产数据库，特别是建设具有行业支撑作用的 数据集，是一场无法规避的"硬仗"，但这也会成为未来产业的一座"金山"。此外，要建立材料全生命周期综合研究 评价设施。基于多场环境全生命周期测试数据，研究材料失效机制和全寿命失效机理，开发 ...