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国泰君安期货商品研究晨报-20250630
Guo Tai Jun An Qi Huo· 2025-06-30 02:19
2025年06月30日 | 国泰君安期货商品研究晨报 | | --- | 观点与策略 | 铜:美元弱势,支撑价格 | 3 | | --- | --- | | 锌:短期高位,关注量价 | 5 | | 铅:存旺季预期,支撑价格 | 6 | | 镍:矿端支撑有所松动,冶炼端限制上方弹性 | 7 | | 不锈钢:库存边际小幅去化,钢价修复但弹性有限 | 7 | | 碳酸锂:基本面承压叠加仓单矛盾,高波动或延续 | 9 | | 工业硅:减产消息扰动,关注上方空间 | 11 | | 多晶硅:关注市场情绪发酵 | 11 | | 铁矿石:预期反复,宽幅震荡 | 13 | | 螺纹钢:宽幅震荡 | 14 | | 热轧卷板:宽幅震荡 | 14 | | 硅铁:现货情绪提振,宽幅震荡 | 16 | | 锰硅:港口报价提振,宽幅震荡 | 16 | | 焦炭:震荡偏强 | 18 | | 焦煤:检查扰动持续发酵,震荡偏强 | 18 | | 动力煤:日耗修复,震荡企稳 | 20 | | 原木:主力切换,宽幅震荡 | 21 | | 对二甲苯:供应收缩,月差偏强 | 23 | | PTA:月差反套 | 23 | | MEG:单边偏弱 | 23 ...
地缘冲突下原油甲醇等价格上涨,能源化工板块掀涨停潮,山东墨龙股价四连板
Hua Xia Shi Bao· 2025-06-18 13:22
华夏时报(www.chinatimes.net.cn)记者 何一华 李未来 北京报道 6月13日以来,伊朗以色列冲突持续升级,国际油价大幅上涨,站上70美元/桶关口。作为部分化工品的 上游原材料,原油价格上涨也带动了化工品价格走势。金联创数据显示,6月13日,丙烯、纯苯、苯乙 烯、甲醇、乙二醇、短纤、瓶片、己二酸等产品价格均出现上涨。 资本市场上,能源化工上市公司股价也纷纷上涨。截至6月18日收盘,山东墨龙(002490.SZ)、准油股 份(002207.SZ)、贝肯能源(002828.SZ)和金牛化工(600722.SH)已经收获4个涨停板。此外,通源 石油(300164.SZ)、首华燃气(300483.SZ)等公司近日股价涨幅明显。 6月18日,金联创化工分析师杨媛媛在接受《华夏时报》记者采访时表示,从化工品基本面来看,自身 驱动暂时有限,绝对价格波动更多依赖于原油端扰动,目前市场计价伊朗与以色列冲突缓和,但地缘政 治风险仍未消除,短期化工市场预计仍将维持高波动。 能化产品价格走高 美东时间6月17日,由于伊朗与以色列持续互相发动袭击且特朗普否认与伊朗会谈,中东地缘局势紧张 提振原油价格,国际油价收盘上涨 ...
富淼科技: 江苏富淼科技股份有限公司向不特定对象发行可转换公司债券第一次临时受托管理事务报告(2025年度)
Zheng Quan Zhi Xing· 2025-05-09 08:39
Core Viewpoint - Jiangsu Fumiao Technology Co., Ltd. is issuing convertible bonds to unspecified objects, with a total fundraising amount of RMB 450 million, aimed at enhancing its financial position and supporting future projects [3][4][14]. Group 1: Bond Issuance Details - The company has received approval from the China Securities Regulatory Commission to issue 4.5 million convertible bonds, each with a face value of RMB 100, totaling RMB 45 million [3][4]. - The bonds will be listed on the Shanghai Stock Exchange starting January 9, 2023, under the name "Fumiao Convertible Bonds" with the code "118029" [4]. - The bonds have a maturity period of 6 years, with a structured interest rate that increases from 0.20% in the first year to 2.00% in the sixth year [4][5]. Group 2: Key Terms of the Bonds - The initial conversion price for the bonds is set at RMB 20.26 per share, subject to adjustments based on various corporate actions [6][7]. - The bonds will pay interest annually, with the first payment occurring one year after issuance [5][6]. - Holders of the bonds have the right to convert them into shares during a specified period, which begins six months after issuance and ends at maturity [6][9]. Group 3: Credit Rating and Financial Outlook - The credit rating agency Dagong International has assigned a credit rating of "A" to both the company and the convertible bonds, with a stable outlook [14]. - The company faces challenges such as reduced profit margins due to rising production costs and declining demand, which may impact future revenue and profitability [14][15]. - The company reported a net loss for 2024, influenced by various factors including increased financial costs and lower sales prices [15][16].