Greif (GEF) Q3 2025 Earnings Call August 28, 2025 08:30 AM ET Speaker0Good day, and thank you for standing by. Welcome to the Greif Third Quarter twenty twenty five Earnings Call. At this time, all participants are in a listen only mode. After the speakers' presentation, there will be a question and answer session. Please be advised that today's conference is being recorded.I would now like to hand the conference over to your speaker today, Bill D'Onofrio. Please go ahead.Speaker1Good morning, everyone, and ...

证券之星消息，8月28日工业金属板块较上一交易日上涨0.39%，海星股份领涨。当日上证指数报收于 3843.6，上涨1.14%。深证成指报收于12571.37，上涨2.25%。工业金属板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 603115 | 海星股份 | 19.64 | 5.42% | 14.43万 | | 2.79亿 | | 601020 | 华钰矿业 | 24.99 | 4.04% | 53.96万 | | 13.25亿 | | 002501 | 利源股份 | 2.36 | 3.51% | 186.51万 | | 4.27亿 | | 600961 | 株治集团 | 13.58 | 3.51% | - 36.45万 | | 4.85亿 | | 000603 | 盛达各源 | 16.87 | 3.50% | 20.63万 | | 3.43亿 | | 300328 | 宜安科技 | 17.75 | 3.02% | 93.95万 | | 16.38亿 | ...

2025 年 08 月 28 日 锌：震荡偏弱 1. 贝森特：美联储主席人选"肯定"会在金秋揭晓。贝森特表示，特朗普已锁定 11 位"非常强劲"的 潜在人选。贝森特将于下月劳工节假期后开始与这些候选人面谈，随后与白宫其他官员一起向特朗普总统 推荐三至四名最终候选人。（华尔街见闻） 2. 下周美国国会迎来关键投票，决定美联储的独立性，"这是一场政治立场较量，一场对特朗普的公 投"。特朗普解雇美联储理事库克的决定，使原定的 Miran 提名听证会变得高度政治化，将测试共和党议员 对特朗普激进美联储改革的支持程度。民主党预计将在 Miran 确认过程中重点关注美联储独立性问题。分 析人士称，美联储的独立性是由国会创造的。现在是时候看看国会是否会支持美联储的独立性了。（华尔街 国 泰 君 安 期 货 研 究 所 请务必阅读正文之后的免责条款部分 1 季先飞 投资咨询从业资格号：Z0012691 jixianfei@gtht.com 王宗源（联系人） 期货从业资格号：F03142619 wangzongyuan@gtht.com 【基本面跟踪】 | | 昨日值 | 较前日变动/涨跌幅 | | 昨日值 | 较前日变动/涨 ...

每经AI快讯，工业金属跌多涨少，LME期铜收跌82美元，报9756美元/吨。LME期铝收跌36美元，报 2602美元/吨。LME期锌收跌52美元，报2762美元/吨。LME期铅收跌4美元，报1984美元/吨。LME期镍 收跌154美元，报15131美元/吨。LME期锡收涨355美元，报34553美元/吨。LME期钴收平，报33335美 元/吨。 ...

证券之星消息，8月26日工业金属板块较上一交易日上涨0.82%，和胜股份领涨。当日上证指数报收于 3868.38，下跌0.39%。深证成指报收于12473.17，上涨0.26%。工业金属板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 002824 | 和胜股份 | 21.11 | 10.01% | 22.07万 | 4.49 乙 | | 601609 | 金田股份 | 13.27 | 4.98% | 255.82万 | 33.54亿 | | 000807 | 云铝股份 | 18.84 | 4.43% | 70.47万 | 13.23亿 | | 300057 | 万顺新材 | 6.83 | 3.64% | 153.21万 | 10.38亿 | | 000758 | 中色股份 | 6.77 | 3.52% | 201.88万 | 13.86 Z | | 600490 | 鹏欣资源 | 6.09 | 3.40% | 167.66万 | 10.17亿 | | 603979 | 金诚 ...

Group 1 - The recent joint statement between the US and EU indicates an agreement on trade framework, but high tariffs continue to cast a shadow over the European economy [1][3] - The US will impose tariffs of up to 15% on most EU goods, affecting key export products such as automobiles, pharmaceuticals, semiconductors, and timber [3][4] - In June, Eurozone exports fell significantly, with exports to the US dropping over 10% year-on-year, reflecting the impact of US tariff measures [3][4] Group 2 - The Eurozone's trade surplus has sharply decreased, with exports declining by 2.4% month-on-month in June while imports increased by over 3%, leading to a drop in trade surplus from €15.6 billion in May to €2.8 billion [3][4] - The automotive industry is under significant pressure due to high tariffs, with German and French car manufacturers heavily reliant on the US market [4][5] - The metal industry is also struggling, facing a 50% tariff on steel and aluminum products, resulting in reduced orders from major exporting countries like Germany and Italy [4][5] Group 3 - European companies are actively seeking strategies to cope with high tariffs, including price increases to pass costs onto consumers and expanding local production to mitigate tariff risks [4][5] - Some small and medium exporters are shifting their market focus to Southeast Asia and the Middle East to reduce dependence on the US, although this transition poses challenges [5] - The Eurozone's industrial output fell by 1.3% month-on-month in June, indicating pressure on the manufacturing sector, which could impact investment and employment in export-dependent countries like Germany and the Netherlands [5]

证券之星消息，8月25日工业金属板块较上一交易日上涨5.29%，北方铜业领涨。当日上证指数报收于 3883.56，上涨1.51%。深证成指报收于12441.07，上涨2.26%。工业金属板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 000737 | 北方铜业 | 12.50 | 10.04% | 104.65万 | | 12.81亿 | | 600362 | 江西铜业 | 26.97 | 9.10% | 93.59万 | | 24.98亿 | | 603993 | 洛阳辑业 | 12.08 | 8.73% | 402.37万 | | 47.49 乙 | | 668109 | 器等处,不 | 22.21 | 7.50% | 306.33万 | | 66.84亿 | | 603979 | 金诚信 | 57.84 | 6.89% | 10.87万 | | 6.21亿 | | 601212 | 白银有色 | 3.62 | 6.47% | 212.42万 | | 7 ...

Report Summary 1. Report Industry Investment Rating No industry investment rating is provided in the report. 2. Core Viewpoints - The overall production heat has declined, with the operating rates of blast furnaces, asphalt, and PTA all decreasing, and the output of rebar decreasing, while the operating rate of tires has increased [2][32]. - The real - estate market has weakened marginally, with the transaction area of commercial housing decreasing and the land supply area increasing [2][32]. - The price trends are diverging. Crude oil, non - ferrous metals, and agricultural products have risen, while coking coal and rebar have fallen. Agricultural product prices continue the seasonal upward trend [2][32]. - Shipping indices have continued to decline, including SCFI, CCFI, and BDI [2][32]. - In the short term, focus on the implementation of a new round of growth - stabilizing stimulus policies, the recovery of the real - estate market, and the impact of international geopolitical changes [2][32]. 3. Summary by Directory 3.1 Production: The heat of blast furnaces, rebar, asphalt, and PTA has all declined, and the tire operating rate has increased - **Steel**: The coke oven capacity utilization rate increased by 0.04 pct, the blast furnace operating rate decreased by 0.23 pct, and the rebar output decreased by 5.8 tons. The inventory increased by 2.27 tons [8]. - **Petroleum Asphalt**: The operating rate decreased by 2.2 pct [8]. - **Chemical Industry**: The PX operating rate remained flat compared with the previous week, while the PTA operating rate decreased by 7.52 pct [8]. - **Automobile Tires**: The operating rate of all - steel tires increased by 1.67 pct, and that of semi - steel tires increased by 1.06 pct [9]. 3.2 Demand: The transaction of commercial housing has continued to decline, and shipping indices have continued the downward trend - **Real Estate**: The transaction area of commercial housing continued to decline, and the inventory - to - sales ratio increased. The land supply area increased, and the transaction premium rate of residential land increased [14]. - **Movie Box Office**: It decreased by 399 million yuan compared with the previous week [14]. - **Automobile**: The daily average retail sales of automobile manufacturers increased by 13,800 vehicles, and the daily average wholesale sales increased by 22,400 vehicles [17]. - **Shipping Indices**: SCFI decreased by 3.07%, CCFI decreased by 1.55%, and BDI decreased by 4.89% [20]. 3.3 Prices: Crude oil, non - ferrous metals, and agricultural products have risen, while coking coal and rebar have fallen - **Energy**: The Brent crude oil price rose by 2.85% to $67.73 per barrel, and the coking coal futures price fell by 6.7% to 1,141.5 yuan per ton [22]. - **Metals**: The LME copper, aluminum, and zinc futures prices changed by +0.37%, +0.73%, and +0.32% respectively, and the domestic rebar futures price decreased by 2.1% [23]. - **Agricultural Products**: The overall price continued the seasonal upward trend. The prices of pork, eggs, vegetables, and fruits changed by +0.25%, +1.05%, +1.89%, and - 1.30% respectively compared with the previous week [25]. 3.4 Logistics: The number of international flights has decreased, and the congestion index in first - tier cities has continued to rise - **Subway Passenger Volume**: In Beijing, it decreased, while in Shanghai, it increased [28]. - **Executed Flight Volume**: Domestic flights increased slightly, and international flights decreased [29]. - **Urban Traffic**: The peak congestion index in first - tier cities continued to rise [29]. 3.5 Summary: The overall production heat has declined, and the prices of crude oil and non - ferrous metals have risen The summary is consistent with the core viewpoints, emphasizing the changes in production, real - estate, prices, and shipping indices, and suggesting short - term focus areas [32].

当地时间8月21日，美国与欧盟发表联合声明称，双方已就贸易协定框架达成一致，美国在声明中重申 了对欧盟大部分商品征收15%的关税上限，涵盖汽车、药品、半导体芯片和木材等。美欧向着正式确立 贸易协定又迈出一步，此前一段时间美国对欧盟实施的高关税对欧洲出口商们已经造成了不小的打击。 欧盟统计局近期发布数据显示，今年6月欧元区出口整体下滑，对美出口更是同比骤降超10%。专家提 醒，高关税叠加汇率波动和全球需求疲软，可能在接下来几个季度持续拖累欧洲出口，令欧洲经济蒙上 阴影。 欧盟统计局数据显示，今年6月欧元区出口环比下降2.4%，而进口环比增长超过3%。这一增一减，使得 经季节性调整后的贸易顺差从5月的156亿欧元大幅下降至28亿欧元。其中，对美国市场的出口同比下降 超过10%，直接反映出美国加征关税举措的剧烈冲击。 事实上，这一下滑在经济学家看来并不意外。今年上半年，不少企业在关税正式生效前抢出口，把货物 提前运往美国。新税率一经执行，出口量随即下跌。荷兰国际集团宏观研究主管布热斯基指出，关税叠 加欧元走强和全球贸易不确定性，正让欧洲出口商面临多重压力。 自年初以来，美方逐步提高针对欧洲商品的税率：6月，欧元区多 ...

阿通社8月17日消息，阿布扎比商工会数据显示，2025年上半年，阿布扎比非石油对外贸易额同比增长34.7%，其 中非石油出口增长64%，再出口增长35%，进口增长15%，延续了过去一年的快速增长态势。2024年，非石油贸易增 长9%，出口增长16%，再出口增长11%，进口增长3%。工业部门，特别是化工、金属和工程产业的原产地证书签发量 增加明显，表明阿布扎比工业基础进一步扩展。与此同时，中小企业出口额大幅上升，受益于商会的业务撮合、出口 培训和战略合作等支持性举措，显著提升了进入区域和国际市场的能力。 （原标题：阿布扎比上半年非石油出口增长64%） ...