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花旗:信义光能_需求疲软下太阳能玻璃行业减产;2025 年上半年业绩预览
花旗· 2025-07-04 01:35
30 Jun 2025 10:19:53 ET │ 12 pages Xinyi Solar (0968.HK) Solar Glass Industry Supply Cut amid Weak Demand; 1H25E Result Preview Flash | China Solar Sector Air MaAC CITI'S TAKE The market talked about a 30% production cut by PRC solar glass makers in July to avoid the intense competition today (see: SMM), triggered by weakening demand, high inventory level and low solar glass prices. We view the coming supply cut to be a voluntary move by solar glass companies under operating pressure with weak demand outloo ...
Canadian Premium Sand Inc. Provides Operational Update
Globenewswire· 2025-06-30 11:00
While the Company continues to pursue strategic partners for development of its US Project, no definitive or binding agreements are in place at this time. CALGARY, Alberta, June 30, 2025 (GLOBE NEWSWIRE) -- Canadian Premium Sand Inc. ("CPS" or the "Company") (TSXV: CPS) is pleased to provide an operational update on development of its solar glass manufacturing plans. US Project The Company continues to advance development of its proposed southern US pattern solar glass manufacturing facility (the "US Projec ...
摩根士丹利:中国材料_2025 年第二季度展望 - 对股市的影响_新材料
摩根· 2025-04-27 03:56
Uranium: Fundamentals remain solid despite spot price correction. Term pricing has remained stable at ~US$80/lb, representing a constructive medium-to-long- term supply-demand outlook. The spot price declined further, to ~US$60+/lb, as uncertainty over a Russian enriched uranium ban and US tariffs (uranium turns out to be excluded from the US tariffs announced on April 2) kept utilities on the sidelines, and contracting activities are weak YTD, given utilities have sufficient inventory and are well covered ...
Canadian Premium Sand Inc. Announces Option Grants
Globenewswire· 2025-04-22 20:15
CALGARY, Alberta, April 22, 2025 (GLOBE NEWSWIRE) -- Canadian Premium Sand Inc. (“CPS” or the “Company”) (TSXV: CPS) announces the grant of share options (“Options”) to acquire common shares (“Common Shares”) under its omnibus equity incentive compensation plan (the “Plan”). The Company granted 75,000 Options to the Company’s Chief Financial Officer. The Options are exercisable at $0.23 per Common Share and expire April 21, 2030. As of the date hereof, there are 92,627,156 Common Shares issued and outstandi ...