金十数据整理：每日期货市场要闻速递（5月8日） 1. 据Mysteel，限产消息对东北区域影响有限，吉林区域由于近年钢厂生产意愿持续低迷还处于减量状 态，故与限产难有关联；至于辽黑两地限产消息影响几何，也需等政策最终落地方能知晓。 2. 路透公布对USDA 5月供需报告中美国农作物产量的数据预测，分析师平均预计，美国2025/2026年度 大豆产量料为43.38亿蒲式耳，预估区间介于43-44亿蒲式耳，USDA农业展望论坛为43.7亿蒲式耳。 3. 巴西全国谷物出口商协会（Anec）预计，巴西5月大豆出口为1260万吨，去年同期为1347万吨；豆粕 出口预计为187万吨，去年同期为197万吨。 4. 阿联酋富查伊拉石油工业区最新数据显示，截至5月5日当周，阿联酋富查伊拉港的成品油总库存环比 上升了0.1%，达到2074.2万桶。其中，中质馏分油库存下降了20%，至173万桶，为七个月低点。 5. 据SMM了解，近期华南市场光伏玻璃企业部分报价下调至13元/平方米，主要原因为组件需求以及组 件价格的下降使组件企业对原料接受心态下降，原报价无接单，为促进接单，局部报价下调，预计后续 光伏玻璃市场或将出现普遍下调预 ...

伦丁矿业一季度营收9.639亿美元，同比增长2.9%。 ...

Financial Data and Key Metrics Changes - Revenue increased by 7% sequentially to $712 million, with growth in each end market sector led by gas utilities [9][25] - Adjusted gross profit margins were strong at 21.5%, above the target of 21% [10][29] - Adjusted EBITDA was $36 million, or 5.1% of sales, an improvement from the previous quarter [11][30] - Net income from continuing operations was $8 million, or $0.09 per diluted share, compared to a net loss in the previous quarter [30] Business Line Data and Key Metrics Changes - Gas utilities revenue was $273 million, an 8% increase driven by normalized buying patterns and increased capital budgets [26] - Diet sector revenue was $220 million, a 6% increase due to chemical project deliveries and mining activity [26] - PTI sector revenue was $219 million, an 8% increase attributed to U.S. midstream customer projects [26] Market Data and Key Metrics Changes - U.S. revenue was $591 million, a 9% increase, with all end market sectors improving [27] - International revenue was $121 million, down 1% due to reduced diet sector revenue [28] - The outlook for the international segment remains positive, expecting solid revenue growth for the fourth consecutive year [28] Company Strategy and Development Direction - The company is optimistic about the gas utilities business, forecasting strong demand growth and a significant backlog increase [12][34] - A $125 million share repurchase program has been initiated, reflecting confidence in financial strength [8][39] - The capital allocation strategy focuses on maintaining a healthy balance sheet, returning cash to shareholders, and investing in growth opportunities [9][41] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in achieving strong sequential revenue improvement in the second quarter, despite macroeconomic uncertainties [23][24] - The gas utilities sector is expected to be resilient, with a backlog increase of 26% year-to-date [34] - The company is monitoring macroeconomic conditions closely, particularly regarding tariffs and oil prices, but has not seen significant changes in customer behavior [32][80] Other Important Information - The company generated $21 million of operating cash flow from continuing operations, reflecting strong working capital management [11][31] - Capital expenditures for the first quarter were $9 million, above historical averages due to ERP implementation [30][38] - The company targets operating cash flow of at least $100 million for 2025 [37] Q&A Session Summary Question: How is inflation tracking in the business today? - The tariff situation is dynamic, with significant impacts on steel and aluminum products, particularly from China [48][49] Question: Did inventory step up in the first quarter? - The company strategically increased inventory in anticipation of tariffs and to prepare for the year [53][54] Question: Any updates on opportunities in gas utilities? - The gas utilities business has returned to growth, with opportunities to increase market share and wallet share [55][56] Question: What is the outlook for the diet sector? - The diet sector backlog increased by 16%, primarily in refining and chemical spaces, with growth in mining initiatives [70][72] Question: How is the PTI business performing internationally? - The company projects growth in the PTI space internationally, particularly in the North Sea and Europe [88][89] Question: What is the impact of lower oil prices on upstream customers? - Lower oil prices may impact activity, but the customer base is resilient and not indicating significant budget reductions [80][81]

金十数据5月7日讯，两名知情人士周三表示，几内亚政府已启动程序，收回阿联酋全球铝业（EGA） 在该国的采矿许可证。阿联酋全球铝业通过其氧化铝公司（GAC）子公司在几内亚经营着最大的铝土 矿之一。自去年10月以来，该公司一直与几内亚政府发生纠纷。当时，几内亚当局以对关税的担忧为 由，暂停了该公司铝土矿的出口和采矿业务。"我们已经开始撤销GAC的采矿许可证。一份通知已经发 出，"其中一名高级政府官员表示。 消息人士：几内亚启动了取消EGA公司采矿许可证的程序 ...

Group 1 - The company in Tongren City, Guizhou, has developed a two-stage roasting activation technology for the resource utilization of electrolytic manganese slag, transforming waste into valuable materials such as cement additives and roadbed materials [1] - The company has processed a total of 63,375 tons of manganese slag, producing approximately 46,000 tons of harmless manganese slag, successfully exploring a path for harmless treatment and resource utilization of manganese slag [1] - Tongren City is a significant manganese production base in China, with proven manganese ore reserves of about 800 million tons, and has been addressing environmental pollution caused by traditional slag disposal methods [1] Group 2 - In the Dalong Economic Development Zone, a new functional materials company processes sulfurized manganese slag to extract valuable metals like nickel, cobalt, and manganese, creating a circular economy by using waste as production materials for cement [3] - The Dalong Economic Development Zone has attracted multiple new functional materials companies, forming an upstream and downstream processing industrial chain for manganese-based new materials, with products being exported to countries like South Korea, Japan, and Europe [3] - The new functional materials industry cluster in Tongren has been recognized as one of the first 66 national strategic emerging industry clusters, with a reported industrial output value of 7.93 billion yuan in Q1 2025, reflecting a year-on-year growth of 14.6% [3] Group 3 - Guizhou Province ranks among the top 10 in China for mineral resource reserves, including coal, phosphorus, aluminum, and manganese, and has established a resource-based industrial foundation focusing on new energy battery materials and related sectors [4] - In Q1 2025, Guizhou's industrial added value above designated size grew by 10.3%, surpassing the national average, with significant growth in the automotive manufacturing sector, particularly in new energy vehicles [4] - The province is transitioning from a "resource-rich" area to an "industrial highland" by strengthening and innovating emerging industries, with substantial growth in the new energy battery and materials sector [4]

近日，2025中国（广西）—东盟矿业合作大会（以下简称"矿业大会"）、广西国际矿业展览会（以下简 称"矿业展"）新闻发布会在南宁举行，发布本届矿业大会和矿业展筹备进展相关情况。 据悉，本届矿业大会以"深化'一带一路'合作，共促中国—东盟矿业高质量发展"为主题，将于5月21日 ~23日举办，矿业展将于5月22日~25日举办，地点均设在广西南宁国际会展中心。大会除举行开幕式 外，还将举行东盟国家矿业专场推介与合作、重要矿产资源企业专场对话与合作、矿业转型与绿色发展 等六大专题研讨会共20余项重要活动，主要围绕 AI+自然资源创新发展、矿业技术开发与应用服务、卫 星遥感与导航、国际矿业人才培训等议题展开探讨。东盟及"一带一路"共建国家矿业主管部门、国际科 研机构、企业负责人和知名学者代表等将应邀出席。 本届矿业展将预设展位200多个，邀请不少于100家中外矿业企事业单位参展，同时配套举办系列洽谈对 接会、技术交流与产品推介会、碳酸钙产品集采集售专题对接会和优秀矿业企业实地考察活动，并召开 智能制造、新能源矿业机械供需对接会和中国—东盟矿业产品采购对接会等。 本届矿业大会将重点举办马来西亚、越南2个国家矿业专场推介会 ...

资讯早班车 资讯早班车-2025-05-07 一、 宏观数据速览 | 发布日期 | 指标日期 | 指标名称 | 单位 | 当期值 | 上期值 | 去年同期值 | | --- | --- | --- | --- | --- | --- | --- | | 20250416 | 2025/03 | GDP:不变价:当季同比 | % | 5.40 | 5.40 | 5.30 | | 20250430 | 2025/04 | 制造业 PMI | % | 49.00 | 50.50 | 50.40 | | 20250430 | 2025/04 | 非制造业 PMI:商务活 | % | 50.40 | 50.80 | 51.20 | | | | 动 | | | | | | 20250430 | 2025/04 | 财新 PMI:制造业 | % | 50.40 | 51.20 | 51.40 | | 20250506 | 2025/04 | 财新 PMI:服务业经营 活动指数 | % | 50.70 | 51.90 | 52.50 | | | | 社会融资规模增量:当 | | | | | | 20250414 | 2025 ...

Group 1 - The core viewpoint of the news highlights significant developments in the nuclear fusion and chemical industries, indicating strong market interest and strategic expansions by companies [1][2][3] Group 2 - The compact fusion energy experimental device (BEST) project has officially commenced assembly, marking a critical step in China's nuclear fusion advancements, with expectations for commercial viability in energy generation [1] - Huayi Group plans to acquire 60% of San Aifu's shares for 4.091 billion yuan, aiming to enhance its presence in the fluorochemical sector and diversify its business [2] - Zijin Mining has completed the acquisition of control over Zangge Mining, increasing its resource reserves in copper, lithium, and potassium, and aims for deeper collaboration to enhance operational efficiency [3]

钽铁矿主要供应电子和航空航天行业，刚果和卢旺达是全球钽生产核心，其产量占全球供应量58%以 上，刚果紧张局势引发的供应中断对全球钽价格有何影响？ 相关链接 期货热点追踪 ...

Core Viewpoint - The acquisition of control over Cangge Mining by Zijin Mining has been finalized, leading to significant changes in the board of directors and management structure of Cangge Mining [2][4][5]. Group 1: Acquisition Details - Zijin Mining acquired a 24.82% stake in Cangge Mining at a price of 35 yuan per share, totaling 13.73 billion yuan [4]. - Following the completion of the share transfer, Zijin International Holdings now holds 26.18% of Cangge Mining's total shares, allowing for consolidated financial reporting [4][5]. Group 2: Board Restructuring - The new board of directors for Cangge Mining will predominantly consist of individuals with backgrounds in Zijin Mining, with four candidates nominated from Zijin [5][6]. - The current chairman of Cangge Mining, Xiao Ning, is not included in the new board candidates, while his brother, Xiao Yao, has been nominated [6][7]. Group 3: Management Stability - The existing management team at Cangge Mining will remain stable despite the changes in the board, with the new chairman being appointed from Zijin [3][7]. - Xiao Ning has indicated he will not lead the company moving forward, although he will have a new role within the organization [7]. Group 4: Background of Board Candidates - The nominated board members from Zijin have extensive experience within the company and related industries, including previous roles at Xizang Julong Copper Industry [5][6]. - The new candidates include Wu Jianhui, Cao Sanxing, Li Jianchang, and Zhang Liping, all of whom have significant ties to Zijin Mining [5].