Flash | 19 Jun 2025 06:54:28 ET │ 16 pages China Materials 2025 On-ground Demand Monitor Series #89 – Aluminum Inventory and Consumption CITI'S TAKE In this series of notes, we aim to track and analyze high-frequency on- ground demand trends in China – market expectation on demand recovery has been largely cautious. In this note, we enclose weekly data from Mysteel, a consultant, on China aluminum ingot and billet production, inventory, and apparent consumption data during the week of 12th to 18th Jun 2025. ...

钢铁周报 20250622 供需双弱，钢价延续震荡 2025 年 06 月 22 日 ➢ 价格：本周钢材价格涨跌互现。截至 6 月 20 日，上海 20mm HRB400 材 质螺纹价格为 3070 元/吨，较上周持平。高线 8.0mm 价格为 3270 元/吨，较上 周持平。热轧 3.0mm 价格为 3240 元/吨，较上周升 40 元/吨。冷轧 1.0mm 价 格为 3510 元/吨，较上周降 30 元/吨。普中板 20mm 价格为 3300 元/吨，较上 周降 40 元/吨。本周原材料中，国产矿市场价格稳中有跌，进口矿市场价格下跌， 废钢价格上涨。 ➢ 利润：本周钢材利润上升。长流程方面，我们测算本周行业螺纹钢、热轧和 冷轧毛利分别环比前一周变化+6 元/吨，+20 元/吨和-26 元/吨。短流程方面， 本周电炉钢毛利环比前一周变化-4 元/吨。 ➢ 产量与库存：截至 6 月 20 日，五大钢材产量上升，总库存环比下降。产量 方面，本周五大钢材品种产量 869 万吨，环比升 9.66 万吨，其中建筑钢材产量 周环比增 8.33 万吨，板材产量周环比升 1.33 万吨，螺纹钢本周增产 4.61 万吨 至 ...

深圳商报•读创客户端记者 陈姝 肖霏通过四个不同行业的实践，向与会嘉宾分享华为云Stack如何帮助不同角色的政企用户实现工作更 简单高效。 在金融，华为云Stack为某国有大行搭建统一算力平台，让数据中心工程师能够快速建设与灵活扩展智 算集群，2天内完成106个DeepSeek R1实例的快速上线部署，效率相比传统裸机部署提升70%。 华为混合云总裁肖霏 肖霏在会上正式宣布，华为云Stack将在下半年率先成为适配CloudMatrix 384超节点的混合云，让政企 客户也能在本地拥有自己的云上超节点，为智能跃迁提供澎湃AI算力。 目前，华为云Stack能够提供120多个云服务和50多个场景化解决方案，已成为新兴亚太与中国混合云市 场的领导者，在政务、金融、制造等领域连续多年保持市场份额第一。 依托长期服务政企用户的经验，华为云Stack深刻认识到政企用户并不是一个笼统的群体，而是有清晰 的角色分类、不同的场景和使用诉求。在智能时代，理解用户、为细分用户群提供具体软件与AI能力 就显得尤为重要。政企用户主要可以划分为四类：数据中心工程师、数据工程师、AI算法模型应用工 程师、应用开发工程师。 围绕这四类政企用户 ...

20 June 2025, 15:30 CET ArcelorMittal (“the company”) has today signed a sale and purchase agreement to sell its operations in Bosnia and Herzegovina. ArcelorMittal Zenica, an integrated steel plant, and ArcelorMittal Prijedor, an iron ore mining business which supplies the Zenica plant, will be sold to Pavgord Group. The company has made considerable investments and efforts to keep ArcelorMittal Zenica and ArcelorMittal Prijedor within the group. However, after a thorough strategic review, the company con ...

Shares of Friedman Industries, Incorporated (FRD) have lost 3.2% since the company released its earnings results for the quarter ended March 31, 2025. This underperformance compares to a 0.7% dip in the S&P 500 Index over the same period. However, over the past month, Friedman Industries’ stock showed a slight gain of 0.5%, trailing the S&P 500’s 0.9% advance.FRD’s Earnings and Revenue SnapshotFor the fourth quarter of fiscal 2025, Friedman Industries reported net earnings of $5.3 million, or $0.76 per dilu ...

Core Insights - Nucor Corporation (NUE) anticipates earnings growth across all segments for Q2 2025, with the steel mills segment expected to see the most significant increase due to higher average selling prices [1][8] - The projected earnings per share (EPS) for Q2 2025 is between $2.55 and $2.65, a substantial rise from 67 cents in Q1 2025 [1][8] - The steel products segment is expected to benefit from stable pricing, increased volumes, and lower average costs per ton, contributing to sequential earnings growth [2] Financial Performance - Nucor repurchased approximately 1.8 million shares at an average price of $111.89 per share in Q2 2025, totaling around 4 million shares repurchased year-to-date at an average price of $123.75 [3] - The company has returned approximately $755 million to shareholders through share repurchases and dividends year-to-date [3] Stock Performance - NUE stock has experienced an 18.2% decline over the past year, which is less severe compared to the industry's 25.9% decline [5]

U.S. Steel has been acquired by Nippon Steel. That raises the inevitable question: Who gets the X? https://t.co/w3QCiwFGNc ...

Company Performance - Cleveland-Cliffs (CLF) stock decreased by 4.43% to $7.33, underperforming the S&P 500 which fell by 0.03% [1] - Over the past month, shares of Cleveland-Cliffs increased by 3.37%, surpassing the Basic Materials sector's gain of 3.05% and the S&P 500's gain of 0.6% [1] Earnings Estimates - The upcoming earnings report for Cleveland-Cliffs is projected to show an earnings per share (EPS) of -$0.57, a significant decrease of 618.18% compared to the same quarter last year [2] - Revenue is anticipated to be $4.96 billion, reflecting a 2.57% decline from the same quarter last year [2] - For the full year, the Zacks Consensus Estimates predict an EPS of -$1.54 and revenue of $19.46 billion, indicating changes of -110.96% and +1.44% respectively from the previous year [3] Analyst Estimates and Rankings - Recent changes in analyst estimates for Cleveland-Cliffs are crucial for investors, as upward revisions indicate positive sentiment regarding the company's operations and profit generation [4] - The Zacks Rank system, which incorporates estimate changes, currently assigns Cleveland-Cliffs a rank of 3 (Hold) [6] - The Zacks Consensus EPS estimate has decreased by 44.58% in the past month [6] Industry Context - Cleveland-Cliffs operates within the Steel - Producers industry, which is part of the Basic Materials sector [7] - The Steel - Producers industry holds a Zacks Industry Rank of 93, placing it in the top 38% of over 250 industries [7] - Research indicates that industries in the top 50% outperform those in the bottom half by a factor of 2 to 1 [7]

LUXEMBOURG, June 18, 2025 (GLOBE NEWSWIRE) -- Tenaris S.A. (NYSE and Mexico: TS and EXM Italy: TEN) (“Tenaris”, or the “Company”) announced today that the Company’s controlling shareholder, San Faustin S.A. (“San Faustin”), has notified the Company that, as a result of Tenaris’s open market repurchases of own shares under its share buyback program publicly announced on May 27, 2025, San Faustin has passively crossed a voting rights threshold triggering a notice requirement under the Luxembourg Transparency ...

Nucor shares are rising Wednesday after the steelmaker outlined better second-quarter profit projections than analysts had forecast. https://t.co/VW74p1hBal ...