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云铝股份:接受长江证劵等投资者调研
Mei Ri Jing Ji Xin Wen· 2025-09-24 09:28
截至发稿,云铝股份市值为671亿元。 每经AI快讯,云铝股份(SZ 000807,收盘价:19.35元)发布公告称,2025年9月24日上午,云铝股份 接受长江证劵等投资者调研,公司董事会秘书、财务总监郑利海等人参与接待,并回答了投资者提出的 问题。 2025年1至6月份,云铝股份的营业收入构成为:有色金属冶炼业占比58.12%,有色金属压延加工业占 比40.67%,其他行业占比1.21%。 每经头条(nbdtoutiao)——"9·24"一周年,A股总市值破116万亿元!四大变革重塑中国资本市场新生 态 (记者 曾健辉) ...
云铝股份:8月25日召开董事会会议
Mei Ri Jing Ji Xin Wen· 2025-08-25 15:11
截至发稿,云铝股份市值为626亿元。 每经头条(nbdtoutiao)——租下2.5万亩"试验田",兽医学博士在非洲种粮:首季亩产250斤,打算扩至 10万亩,月薪1~2万元招人 2024年1至12月份,云铝股份的营业收入构成为:有色金属冶炼业占比56.89%,有色金属压延加工业占 比41.95%,贸易占比1.16%。 (记者 王晓波) 每经AI快讯,云铝股份(SZ 000807,收盘价:18.04元)8月25日晚间发布公告称,公司第九届第十五 次董事会会议于2025年8月25日以通讯表决方式召开。会议审议了《关于2025年半年度报告及摘要的议 案》等文件。 ...
华源晨会精粹-2025-03-17
Hua Yuan Zheng Quan· 2025-03-16 23:30
Investment Ratings - The report does not explicitly state an investment rating for the industry Core Insights - The financial data for February 2025 shows an increase in social financing and new loans, indicating a potential recovery in economic activity [2][11][13] - The oil market is under pressure due to recession fears in the US, but there are opportunities for recovery as the US plans to replenish its strategic oil reserves [17][18][19] - The express delivery sector has shown strong growth in early 2025, with a 22.4% year-on-year increase in package volume [21][22] - The aviation industry is expected to benefit from macroeconomic recovery, with increased ticket bookings for domestic and international flights [20][23][24] Summary by Sections Fixed Income - New loans in February 2025 amounted to 1.01 trillion yuan, with social financing reaching 2.24 trillion yuan, indicating a year-on-year increase in social financing growth to 8.2% [2][11][13] - M2 growth was stable at 7.0%, and M1 growth is expected to rise further throughout the year [12][14] Transportation - The oil price has declined significantly, with Brent crude at $69.28 per barrel, creating opportunities for refiners to improve profit margins [17][18] - The shipping market is expected to benefit from supply tightness and geopolitical uncertainties, with recommendations to focus on companies like China Merchants Energy and COSCO Shipping [19][30] Express Delivery - The express delivery industry reported a strong performance in January and February, with a total of 284.8 billion packages delivered, reflecting a 22.4% increase year-on-year [21][22] - The sector is expected to see continued demand, with major players like ZTO Express and SF Express positioned for growth [29] Aviation - The aviation sector is experiencing a rebound in ticket bookings, with domestic flight reservations up 24% year-on-year for the Qingming Festival [20][23] - The industry is expected to benefit from a long-term supply-demand imbalance, with a focus on companies like China Southern Airlines and Hainan Airlines [20][29] Metals and New Materials - Copper prices are anticipated to rise due to supply disruptions from smelting plants reducing output [30] - The demand for copper is supported by recovering downstream industries, with expectations of a bullish trend in copper prices [30] North Exchange - The North Exchange is seeing new financing projects and a stable market environment, with a focus on companies that can provide consistent dividends and growth potential [10][30]