上海浦东新区街景。（供图） 中国日报网6月24日电 今年以来，我国消费市场在大力实施提振消费专项行动的推动下实现平稳开局，市场活力与潜力进一步释放，这一态势持续吸引着全 球企业的目光。跨国公司正将中国作为自身全球业务布局中的"关键市场"，通过持续深耕与加码投资强化战略布局。 从我国国内消费市场数据来看，一季度表现亮眼：社会消费品零售总额达12.47万亿元，同比增长4.6%，增速比上年全年加快1.1个百分点，其中3月份增长 5.9%。居民人均消费支出同比增长5.2%；最终消费支出拉动GDP增长2.8个百分点。 我国消费市场的稳健表现与庞大潜力，让外国企业，尤其是欧洲企业，对中国市场的潜力愈发充满信心。他们指出，中国庞大的消费市场、制造业领域强劲 的投资吸引力以及不断提升的创新能力，是驱动欧洲及其他地区跨国公司获取新发展机遇的核心动力。 荷兰跨国健康科技企业皇家飞利浦首席执行官罗伊·雅各布斯（Roy Jakobs）也提到，中国经济出现企稳迹象，这得益于消费活动的复苏。"我们观察到消费 者信心与消费支出同步上升，这确实令人鼓舞。"他说。荷兰全球农业综合企业路易达孚公司的首席商务官周学军（James Zhou）同样认 ...

Summary of The Andersons (ANDE) Conference Call Company Overview - The Andersons is a diversified agribusiness operating in grain trading, ethanol production, and plant nutrients, with a strong presence in the Eastern Corn Belt and recent expansion into the Western Corn Belt through the Skylin grain investment [2][6] Key Points and Arguments Leadership Transition - CEO Bill Krueger has been in the role since October, succeeding Pat Bo, and has been with the company since the Lansing acquisition [3] - The company has tripled in size since January 1, 2019, indicating significant growth and transformation [3] Business Segments and Strategy - The Andersons has combined its nutrient business with its trade group to enhance operational efficiency [5] - The company has adopted a more asset-light model since 2019, allowing for greater flexibility and nimbleness in operations [7][8] - The Skylin investment has filled gaps in the company's asset footprint, particularly in Southwest Kansas and the Texas Panhandle [6][21] Market Dynamics - The wheat market is currently balanced, with the U.S. showing a slight oversupply at a carryout of 1.6 million bushels [10][11] - Global corn demand is well-structured, but competition from Milo and wheat is affecting corn demand in the U.S. [11][12] - Fertilizer demand remains high despite a weaker financial position for some farmers, attributed to precision agriculture practices [14][15] Tariffs and Trade - Recent changes to tariffs and port fees have reduced risks for The Andersons, particularly regarding exports from the Great Lakes [18][20] - The company is well-positioned to navigate the current tariff environment, especially concerning fertilizer and wheat imports [18] Financial Performance and Outlook - The Skylin investment is expected to contribute $30 million to $40 million in EBITDA on a run-rate basis [25] - Ethanol margins are expected to improve through Q2 and Q3, driven by increased gasoline demand and potential E15 mandates [31][32] - The company anticipates a stable inventory level for ethanol, similar to the previous year, with a positive outlook on exports [36] Renewable Diesel and Feedstock Opportunities - The Renewable Volume Obligation (RVO) is expected to drive demand for feedstocks, positively impacting The Andersons' renewable diesel feedstock business [40][41] - The company has a target to increase its renewable diesel feedstock trading from 1.5 billion pounds to 2 billion pounds [42] Capital Expenditure and Growth Strategy - The company plans to invest approximately $200 million in CapEx for 2025, focusing on efficiency improvements and potential acquisitions [52] - The current environment is seen as favorable for acquisitions, with a preference for larger deals (doubles and triples) rather than smaller ones [53][54] Key Milestones and Monitoring - Investors should monitor the growing season, proposed legislation, and the company's carbon sequestration permit filing in Indiana [63][64] - The company is focused on optimizing its portfolio and addressing underperforming profit centers [66][67] Additional Important Insights - The Andersons has a robust internal growth project pipeline, with significant investments planned for the Port of Houston and other projects [51] - The company is considering share repurchase options, balancing this with potential acquisition opportunities [59][60] This summary encapsulates the key discussions and insights from The Andersons' conference call, highlighting the company's strategic direction, market dynamics, and financial outlook.

The Andersons (ANDE) Q1 2025 Earnings Call May 07, 2025 08:30 AM ET Company Participants Michael Hoelter - VP, Corporate Controller & Investor RelationsWilliam Krueger - CEO & PresidentBrian Valentine - EVP & CFOBenjamin Mayhew - Vice President - Equity ResearchPooran Sharma - Managing Director Conference Call Participants Ben Klieve - Senior Research Analyst Operator Good morning, ladies and gentlemen, and welcome to the Andersons twenty twenty five First Quarter Earnings Conference Call. My name is Joe, a ...

The Andersons (ANDE) Q1 2025 Earnings Call May 07, 2025 08:30 AM ET Company Participants Michael Hoelter - VP, Corporate Controller & Investor RelationsWilliam Krueger - CEO & PresidentBrian Valentine - EVP & CFOBenjamin Mayhew - Vice President - Equity ResearchPooran Sharma - Managing Director Conference Call Participants Ben Klieve - Senior Research Analyst Operator Good morning, ladies and gentlemen, and welcome to the Andersons twenty twenty five First Quarter Earnings Conference Call. My name is Joe, a ...

The Andersons (ANDE) Q1 2025 Earnings Call May 07, 2025 08:30 AM ET Speaker0 Good morning, ladies and gentlemen, and welcome to the Andersons twenty twenty five First Quarter Earnings Conference Call. My name is Joe, and I will be your coordinator for today. At this time, all participants are in a listen only mode. And as a reminder, this conference is being recorded for replay purposes. I will now hand the presentation to your host for today, Mr. Mike Holter, Vice President, Corporate Controller and Invest ...