11月27日，铂、钯期货正式在广州期货交易所上市交易，铂、钯期权也将于11月28日起上市交易。广期所的这两个"新成员"将为产业链带来 什么变化？产业企业又将迎来哪些新机遇？ 凭借卓越的催化性能、耐高温性和抗腐蚀特性，铂、钯在汽车尾气净化、氢能生产与利用、电子工业等新能源相关领域发挥着重要作用。随 着新能源产业的持续发展，铂、钯的需求有望进一步增加。 铂和钯同属铂族金属。从稀缺性看，铂的稀有程度是黄金的30倍，全球年产量约180吨；钯的稀有度虽低于铂，但同样珍贵，全球年产量约 200吨。 全球铂、钯供给高度集中在南非和俄罗斯。中国是全球最大铂、钯消费国，进口依存度较高。 近年来，在地缘政治、气候、运输等因素扰动下，铂、钯价格波动幅度较大。2024年，国际市场价格在每盎司900美元至1100美元之间剧烈波 动。这种波动对上下游企业构成显著风险。产业迫切需求价格"稳压器"，而期货市场功能由此凸显。 "衍生品工具的推出将实质性赋能上下游企业。"银河期货大宗商品研究所副所长车红云说，铂、钯期货及期权的上市，通过锁定采购成本与 销售价格，将显著平滑价格波动对经营周期的冲击，进而提升全链条抗风险韧性。 产业链企业金川集团期 ...

Core Viewpoint - Shucheng Sudan New Energy Co., Ltd. has been established with a registered capital of 500,000 RMB, focusing on various aspects of the new energy sector, particularly in electric vehicle charging infrastructure and related technologies [1] Company Overview - The company is legally represented by Jin Bo and has a registered capital of 500,000 RMB [1] - The business scope includes sales of charging piles, centralized fast charging stations, generators, and power facility equipment [1] Business Activities - The company engages in the research and development of intelligent power distribution and control equipment, as well as the manufacturing of power facility equipment [1] - It also provides services related to the Internet of Things (IoT), including technology research, application services, and equipment sales [1] - Additional activities include advertising services, parking lot services, and the sale of various electronic components and materials [1] Regulatory Compliance - The company is involved in licensed projects such as construction engineering design and power supply business, which require approval from relevant authorities before operation [1]

Core Viewpoint - The company, Southern Precision (002553), plans to increase its investment in its subsidiary, Southern Prosperity, by 50 million yuan, raising its registered capital from 20 million yuan to 70 million yuan, resulting in a shareholding increase to 91.43% [1] Group 1 - The investment is classified as a related party transaction due to the involvement of the company's actual controller, Shi Wei, who is a partner at Changzhou Precision, which is considered a related party [1] - Southern Prosperity focuses on renewable energy-related businesses and is currently in the research and development phase, having obtained multiple patents and commenced mass production of related products [1] - The pricing of the capital increase is deemed reasonable, and the decision-making process is compliant, which will ensure the operational turnover of Southern Prosperity [1] Group 2 - As of the announcement date, the company had no related party transactions with Changzhou Precision, while transactions with Shi Wei amounted to 20 million yuan [1] - The effectiveness of the capital increase is subject to uncertainty due to market and other influencing factors [1]