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中国材料_2025 年实地需求监测 — 钢材库存与消费数据-China Materials_ 2025 On-ground Demand Monitor Series #159– Steel Inventory and Consumption Data
2025-11-10 03:34
Flash | 06 Nov 2025 04:55:12 ET │ 9 pages China Materials 2025 On-ground Demand Monitor Series #159– Steel Inventory and Consumption Data CITI'S TAKE In this series of notes, we aim to track and analyze high-frequency on- ground demand trends in China. We note that market expectations of a demand recovery have been largely cautious. Our latest pecking order: copper > battery > gold > aluminum > cement > steel> lithium > thermal coal names. Production — According to data from Mysteel, from Oct 31 to Nov 6, t ...
X @Bloomberg
Bloomberg· 2025-11-10 02:48
Chinese steelmakers are still flooding the world with record exports, as a rising tide of protectionism is offset by resilient demand in Southeast Asia and growth in new markets in the Middle East https://t.co/fpq1UzID84 ...
钢铁价格或筑底抬升,继续看多钢铁板块 | 投研报告
供给情况。截至11月7日,样本钢企高炉产能利用率87.8%,周环比下降0.80百分点。截 至11月7日,样本钢企电炉产能利用率50.9%,周环比下降2.12百分点。截至11月7日,五大 钢材品种产量749.1万吨,周环比下降18.53万吨,周环比下降2.41%。截至11月7日,日均铁 水产量为234.22万吨,周环比下降2.14万吨,同比下降1.25万吨。 需求情况。截至11月7日,五大钢材品种消费量866.9万吨,周环比下降49.47万吨,周环 比下降5.40%。截至11月7日,主流贸易商建筑用钢成交量9.6万吨,周环比下降0.79万吨, 周环比下降7.60%。 信达证券近日发布钢铁行业周报:本周钢铁板块上涨4.57%,表现优于大盘;其中,特 钢板块上涨3.89%,长材板块上涨1.39%,板材板块上涨4.20%;铁矿石板块上涨11.38%,钢 铁耗材板块上涨4.99%,贸易流通板块上涨4.38%。截至11月7日,样本钢企高炉产能利用率 87.8%,周环比下降0.80百分点。截至11月7日,样本钢企电炉产能利用率50.9%,周环比下 降2.12百分点。 以下为研究报告摘要: 本期内容提要: 本周市场表现:本周 ...
ArcelorMittal S.A. 2025 Q3 - Results - Earnings Call Presentation (NYSE:MT) 2025-11-09
Seeking Alpha· 2025-11-10 01:34
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Ampco-Pittsburgh Corporation to Present at the Three Part Advisors IDEAS Investor Conference on November 19, 2025 in Dallas, TX
Businesswire· 2025-11-07 21:15
Ampco-Pittsburgh Corporation to Present at the Three Part Advisors IDEAS Investor Conference on November 19, 2025 in Dallas, TX Nov 7, 2025 4:15 PM Eastern Standard Time Share CARNEGIE, Pa.--(BUSINESS WIRE)--Ampco-Pittsburgh Corporation (NYSE: AP) (The "Corporation†) announced today that J. Brett McBrayer, Ampco Chief Executive Officer, Michael McAuley, Senior Vice President, Chief Financial Officer and Treasurer, Sam Lyon, President of Union Electric Steel, and David Anderson, President of Air and Liquid ...
Ampco-Pittsburgh Corporation (NYSE: AP) Announces CFO Transition
Businesswire· 2025-11-07 21:04
Nov 7, 2025 4:04 PM Eastern Standard Time Ampco-Pittsburgh Corporation (NYSE: AP) Announces CFO Transition Share CARNEGIE, Pa.--(BUSINESS WIRE)--Ampco-Pittsburgh Corporation (NYSE: AP) (the "Corporation†or "Ampco-Pittsburgh†) today reported that on November 5, 2025, its board of directors elected David G. Anderson to the position of Vice President, Chief Financial Officer, Treasurer and Assistant Secretary, effective January 1, 2026, succeeding Michael G. McAuley, who will assume the role of Strategic A ...
Tree Island Renews Normal Course Issuer Bid
Globenewswire· 2025-11-07 12:30
Core Viewpoint - Tree Island Steel Ltd. has received approval from the Toronto Stock Exchange to renew its normal course issuer bid to repurchase up to 1,290,000 common shares, which is approximately 5% of its issued and outstanding shares, with the bid period running from November 12, 2025, to November 11, 2026 [1] Group 1: Share Repurchase Details - The company plans to purchase shares through the TSX or any Canadian alternative trading system, with all repurchased shares to be cancelled [1] - As of October 31, 2025, Tree Island Steel had 25,909,295 common shares issued and outstanding, with a public float of 9,307,399 shares [2] - The maximum number of shares that can be purchased on any trading day is 2,177, which is 25% of the average daily trading volume over the previous six months [2] Group 2: Previous Share Repurchase Program - In the previous normal course issuer bid (2024 NCIB), Tree Island Steel acquired 108,571 common shares at a weighted average price of $2.5623 per share, with the program allowing for the purchase of up to 1,300,000 shares [3] - The 2024 NCIB is set to expire on November 10, 2025 [3] Group 3: Strategic Rationale - The board of directors has decided to renew the normal course issuer bid, believing that repurchasing shares at the current market price is a beneficial use of funds and in the best interests of the company and its shareholders [4] Group 4: Company Overview - Tree Island Steel, established in 1964 and headquartered in Richmond, British Columbia, produces a variety of wire products for industrial, residential, commercial, and agricultural applications [5] - The company's product offerings include galvanized wire, bright wire, fasteners, stucco reinforcing products, concrete reinforcing mesh, fencing, and other fabricated wire products, marketed under various brand names [5]
Dragged by foreign fund outflows and weak global peers, Sensex ends in red
Rediff· 2025-11-07 10:44
Benchmark indices Sensex and Nifty ended lower on Friday as relentless foreign fund outflows and weak trends in global markets hit investors' sentiment.Photograph: Danish Siddiqui/ReutersThe 30-share BSE Sensex declined 94.73 points, or 0.11 per cent, to settle at 83,216.28.During the day, it tanked 640.06 points, or 0.76 per cent to 82,670.95. The 50-share NSE Nifty dipped 17.40 points, or 0.07 per cent, to 25,492.30.From the Sensex firms, Bharti Airtel tumbled 4.46 per cent after Singtel said it has sold ...
X @Bloomberg
Bloomberg· 2025-11-07 04:10
Iron ore resumed its recent decline and headed for the biggest weekly drop since February as weak steel demand in China and shrinking mill margins weighed on sentiment https://t.co/rXqp7gvZ9O ...
中国材料月度追踪_ 供应扰动下看好铝价,建筑材料旺季承压-China Materials Monthly Tracker_ Prefer aluminium on supply disruptions, tough peak season for construction materials
2025-11-07 01:28
China Materials Monthly Tracker Equities Prefer aluminium on supply disruptions, tough peak season for construction materials Metals' demand held up well, so far, despite challenges, and uncertain outlook continues: There have been a variety of factors impacting both the demand and supply sides of the metal markets this year. Through this volatility, demand for metals has been resilient, primarily driven by the front-loading of shipments to the US and increasing demand from the renewable energy sector, EVs, ...