Group 1 - The company will participate in the 2025 Shanghai Stock Exchange annual report collective performance briefing on May 15, 2025, from 15:00 to 16:30 [2][4][5] - The purpose of the briefing is to provide investors with a comprehensive understanding of the company's 2024 operational results and financial status [2][3] - Investors can submit questions from May 8 to May 14, 2025, and the company will address commonly asked questions during the briefing [2][6] Group 2 - The briefing will be held in an online interactive format at the Shanghai Stock Exchange Roadshow Center [3][4] - Key personnel attending the briefing include the Chairman, President, Senior Vice President and CFO, Independent Director, and Secretary of the Board [5][6] - After the briefing, investors can access the main content and details of the event through the Shanghai Stock Exchange Roadshow Center [6]

5月7日恒生指数上涨0.13%，南向资金全天合计成交金额为1091.36亿港元，其中，买入成交506.35亿港 元，卖出成交585.01亿港元，合计净卖出金额78.66亿港元。具体来看，港股通（深）累计成交金额 372.52亿港元，买入成交167.82亿港元，卖出成交204.70亿港元，合计净卖出金额36.88亿港元；港股通 （沪）累计成交金额718.83亿港元，买入成交338.53亿港元，卖出成交380.31亿港元，合计净卖出金额 41.78亿港元。 成交活跃股方面，今日上榜个股中，南向资金成交金额最多的是小米集团-W，合计成交额86.07亿港 元，腾讯控股、阿里巴巴-W成交额紧随其后，分别成交77.65亿港元、71.26亿港元。以净买卖金额统 计，净买入的个股共有4只，建设银行净买入额为6.68亿港元，净买入金额居首，该股收盘股价上涨 2.02%，美团-W净买入额为3.01亿港元，中国海洋石油净买入额为2.13亿港元。净卖出金额最多的是腾 讯控股，净卖出27.83亿港元，该股收盘股价下跌1.13%，小米集团-W、阿里巴巴-W遭净卖出20.26亿港 元、9.55亿港元。 今日上榜个股中，美团-W、弘业期货、 ...

深港通（南向）十大活跃成交公司 | 公司名称 | 成交金额 | 净买入额 | | --- | --- | --- | | 阿里巴巴-W(09988) | 26.51 亿元 | -2.64 亿元 | | 小米集团-W(01810) | 25.72 亿元 | -3.41 亿元 | | 腾讯控股(00700) | 23.32 亿元 | -2.39 亿元 | | 美团-W(03690) | 13.62 亿元 | +1.21 亿元 | | 中芯国际(00981) | 10.41 亿元 | -4.43 亿元 | | 泡泡玛特(09992) | 7.78 亿元 | -9276.53 万元 | | 弘业期货(03678) | 7.40 亿元 | -2897.76 万元 | | 山东墨龙(00568) | 7.19 亿元 | -1.10 亿元 | | 信达生物(01801) | 6.36 亿元 | -3093.66 万元 | | 康方生物(09926) | 6.20 亿元 | -1.56 亿元 | 智通财经APP获悉，2025年5月7日当天，小米集团-W(01810)、腾讯控股(00700)、阿里巴巴-W(09988)位 居沪 ...

罗马尼亚石油公司OMV Petrom签署了向摩尔多瓦输送天然气的协议 金十数据5月7日讯，罗马尼亚能源部周三表示，罗马尼亚石油公司OMV Petrom已经签署了一份为期三 年的合同，将黑海海上项目Neptun Deep的天然气输送到摩尔多瓦。OMV Petrom正在与罗马尼亚国有天 然气生产商Romgaz联合开发Neptun Deep。罗马尼亚能源部表示，该合同金额不到该项目估计储量的 1%。 ...

智通财经5月7日电，俄罗斯4月份从石油和天然气销售中获得1.1万亿卢布国家预算，而3月份为1.1万亿 卢布。 ...

Core Viewpoint - The article discusses the increasing pressure on Chinese companies listed in the U.S. due to regulatory changes and geopolitical tensions, leading to a potential shift of these companies towards Hong Kong for listing opportunities [2][3][12]. Group 1: U.S. Regulatory Environment - The Foreign Companies Accountability Act, signed by Trump, requires foreign companies listed in the U.S. to meet PCAOB auditing standards, prompting many Chinese companies to consider voluntary delisting [2][3]. - A letter signed by bipartisan lawmakers indicates a growing consensus in Washington for a tougher stance on China, which could lead to broader delisting actions [1][2]. - Approximately 199 Chinese benchmark stocks, valued at around $100 billion, may be removed from sensitive industry indices if they violate Executive Order 14105 [17]. Group 2: Market Dynamics and Investor Behavior - Long-term asset allocators are shifting from U.S. ADRs to Hong Kong stocks due to concerns over potential delistings, while short-term traders may continue to engage in U.S. markets as long as trading remains viable [3][12]. - The contribution of Hong Kong's intraday volatility to overall market fluctuations is increasing, indicating a shift in price discovery from U.S. markets to Hong Kong [6][12]. - Approximately 33% of the MSCI China Index holdings are owned by U.S. investors, with a market value exceeding $1.5 trillion, highlighting the significant U.S. investment in Chinese equities [22]. Group 3: Hong Kong Market Adaptations - The Hong Kong Stock Exchange has implemented reforms to attract Chinese companies, including a "孵化机制" for companies with WVR or VIE structures, allowing them to maintain non-traditional governance while applying for dual primary listings [23][24]. - The revised listing rules effective from January 1, 2022, provide a flexible "insurance policy" for overseas issuers, allowing them to convert or apply for dual primary listing status in Hong Kong [23][24]. - The trend of Chinese companies returning to Hong Kong is evident, with several firms having already made the transition from U.S. exchanges to Hong Kong [24].

Core Viewpoint - The monitoring of market prices for 50 important production materials across nine categories indicates a mixed trend, with 20 products experiencing price increases, 25 seeing declines, and 5 remaining stable from mid-April to late April 2025 [2][3]. Price Changes Summary 1. Black Metals - Rebar (Φ20mm, HRB400E) increased by 27.5 CNY to 3193.3 CNY per ton, a rise of 0.9% - Wire rod (Φ8-10mm, HPB300) rose by 33.3 CNY to 3358.3 CNY per ton, an increase of 1.0% - Ordinary medium plate (20mm, Q235) increased by 17.5 CNY to 3548.8 CNY per ton, a rise of 0.5% - Hot-rolled ordinary plate (4.75-11.5mm, Q235) saw a slight increase of 3.0 CNY to 3310.2 CNY per ton, a rise of 0.1% - Seamless steel pipe (219*6, 20) decreased by 12.0 CNY to 4143.6 CNY per ton, a decline of 0.3% - Angle steel (5) fell by 18.3 CNY to 3503.7 CNY per ton, a decrease of 0.5% [4]. 2. Nonferrous Metals - Electrolytic copper (1) increased by 1826.5 CNY to 77680.7 CNY per ton, a rise of 2.4% - Aluminum ingot (A00) rose by 234.6 CNY to 19952.9 CNY per ton, an increase of 1.2% - Lead ingot (1) increased by 87.5 CNY to 16800.0 CNY per ton, a rise of 0.5% - Zinc ingot (0) rose by 222.9 CNY to 22862.9 CNY per ton, an increase of 1.0% [4]. 3. Chemical Products - Sulfuric acid (98%) decreased by 24.6 CNY to 661.4 CNY per ton, a decline of 3.6% - Caustic soda (liquid, 32%) increased by 8.6 CNY to 867.1 CNY per ton, a rise of 1.0% - Methanol (first grade) saw a slight decrease of 1.4 CNY to 2393.8 CNY per ton, a decline of 0.1% - Pure benzene (industrial grade) decreased by 188.0 CNY to 6092.0 CNY per ton, a decline of 3.0% - Styrene (first grade) fell by 169.6 CNY to 7416.0 CNY per ton, a decline of 2.2% [4]. 4. Energy Products - Liquefied natural gas (LNG) decreased by 21.2 CNY to 4460.4 CNY per ton, a decline of 0.5% - Liquefied petroleum gas (LPG) fell by 108.0 CNY to 4924.0 CNY per ton, a decline of 2.1% - Gasoline (95 National VI) decreased by 83.0 CNY to 8540.8 CNY per ton, a decline of 1.0% - Diesel (0 National VI) fell by 79.0 CNY to 7018.2 CNY per ton, a decline of 1.1% [4]. 5. Coal - Anthracite (washed lump) increased by 27.5 CNY to 960.0 CNY per ton, a rise of 2.9% - Ordinary mixed coal (4500 kcal) decreased by 5.4 CNY to 520.6 CNY per ton, a decline of 1.0% - Shanxi large mixed coal (5000 kcal) fell by 9.4 CNY to 588.6 CNY per ton, a decline of 1.6% [4]. 6. Agricultural Products - Rice (glutinous) increased by 12.7 CNY to 3938.0 CNY per ton, a rise of 0.3% - Wheat (national standard grade three) rose by 17.8 CNY to 2405.8 CNY per ton, an increase of 0.7% - Corn (yellow corn grade two) increased by 19.6 CNY to 2215.3 CNY per ton, a rise of 0.9% - Soybeans (yellow soybeans) rose by 54.0 CNY to 4242.4 CNY per ton, an increase of 1.3% [5].

Core Viewpoint - The article discusses the significant negative impact of the U.S. tariff policy on global trade and economic growth, highlighting the resulting uncertainty and its effects on various economies [4][5][7]. Group 1: Impact on Global Economy - The U.S. tariff policy has been described as a "major negative shock" to the world economy, with the International Monetary Fund (IMF) lowering its global growth forecasts for 2025 and 2026 to 2.8% and 3% respectively, down by 0.5 percentage points from earlier predictions [5][6]. - The IMF noted that the actual tariff levels have reached the highest in a century, contributing to increased uncertainty and negatively affecting economic activities and prospects globally [5][6]. - Concerns have spread globally, with representatives from various regions expressing worries about the adverse effects of U.S. tariffs on both developed and developing economies [5][6]. Group 2: Effects on U.S. Economy - The IMF has projected that the U.S. economic growth will slow to 1.8% this year, a reduction of 0.9 percentage points from previous forecasts, primarily due to policy uncertainty and weakened demand [7][8]. - Former U.S. Treasury Secretaries have indicated a significant increase in the likelihood of a recession in the U.S. as a result of the tariff policies [7][8]. Group 3: Long-term Consequences - The article emphasizes that the U.S. tariff policy could lead to long-term structural damage to the global economy, potentially stalling innovation and hindering sustainable development efforts [8][9]. - The uncertainty created by the tariffs is causing investors to hesitate, leading to a decline in consumer confidence and spending [8][9]. Group 4: China's Position - In contrast to the U.S. approach, China is portrayed as a "certainty oasis," actively expanding its global trade partnerships and maintaining stable economic growth, with a reported GDP growth of 5.4% in the first quarter [12][13]. - China's efforts to establish high-standard free trade agreements and create a favorable business environment are seen as strategies to counteract the negative impacts of U.S. tariffs [12][13].

金十图示：EIA短期能源展望报告一览——全面下调美、布两油今明两年价格预期及产量预期 | | 本月预期 | 上月预期 | 单位 | | --- | --- | --- | --- | | WTI原油 | 61.81 | 63.88 | 美元/桶 | | 布伦特原油 | 65.85 | 67.87 | 美元/桶 | | 天然气 | 4.12 | 4.3 | 美元/百万英热 | | | | 本月预期 | | 上月预期 | 单位 | | --- | --- | --- | --- | --- | --- | | 1 | WTI原油 | 55.24 | + | 57.48 | 美元/桶 | | CAST | 布伦特原油 | 59.24 | → | 61.48 | 美元/桶 | 天然气 4.8 ↑ 4.6 @ JIN10.COM - 金十数据 | 一个交易工具 JIN10.COM -- 美元/百万英热 PRODUCTION 2025年 | | 本月预期 | | 上月预期 | 单位 | | --- | --- | --- | --- | --- | | WTI原油 | 1342 | 1 | 1351 | 万桶/日 | | ...

Group 1 - The article highlights the shifting focus of European countries from the Ukraine battlefield to their own defense security, with the Baltic Sea region becoming a new focal point due to ongoing tensions and dialogues between the US and Russia [1] - The Baltic crisis is characterized by Western efforts to contain Russian energy exports, including the seizure of Russian oil tankers by Finnish authorities and subsequent damage to undersea cables, which has raised concerns about data and energy security in the region [3] - The EU, G7, and Australia have implemented a "price cap" on Russian oil at $60 per barrel, creating a form of "soft embargo" that pressures Russia without a full ban on oil exports [3] Group 2 - Eastern European NATO members, particularly Poland and the Baltic states, are increasingly vocal in urging NATO to take concrete actions against Russia, with discussions about deploying more defense facilities in the Baltic Sea region to counter Russian military presence [5] - The situation has escalated to the point where Estonia has indicated it may intercept or attack Russian oil tankers if Russia continues its activities in the Baltic Sea [5] - Ukraine's energy situation is precarious, as it has announced a ban on Russian gas transit through its territory, which could significantly increase energy costs for European countries while also cutting off Ukraine's own energy supply [7][8]