Core Insights - Gansu's foreign trade showed significant growth in the first half of the year, with a total import and export value of 35.21 billion yuan, an increase of 33.8% year-on-year, ranking second in the country [1][3] - The export of "new three samples" products, including electric vehicles, photovoltaic products, and lithium-ion batteries, reached 200 million yuan, a staggering increase of 1,790% [1] - The province's renewable energy resources are abundant, with a potential wind energy capacity of 560 million kilowatts and solar energy capacity of 9.5 billion kilowatts, ranking fourth and fifth in China respectively [1] Trade Partners and Structure - Gansu's top three trading partners in the first half of the year were Kazakhstan, Indonesia, and Australia, with import and export values of 7.35 billion yuan, 3.89 billion yuan, and 3.17 billion yuan respectively [2] - Trade with countries involved in the Belt and Road Initiative reached 26.53 billion yuan, growing by 33.1% and accounting for 75.3% of the province's total foreign trade [2] - The structure of trade improved, with general trade reaching 25.92 billion yuan, an increase of 41.7%, making up 73.6% of the total foreign trade [2] Business Dynamics - A total of 779 enterprises engaged in import and export activities in Gansu, with a net increase of 122 companies year-on-year [2] - State-owned enterprises accounted for 24.3 billion yuan in imports and exports, growing by 45.6% and representing 69% of the province's total foreign trade [2] - Private enterprises contributed 10.68 billion yuan, an increase of 13.7%, making up 30.3% of the total [2] Import Highlights - Significant imports of resource-based products were noted, with metal ore imports reaching 19.77 billion yuan, a growth of 44.0%, accounting for 74.2% of total imports [2] - Nickel ore imports surged to 3.2 billion yuan, increasing by 104.8%, while nickel-cobalt materials imports reached 1.24 billion yuan, up by 65.6% [2]

中新网兰州7月22日电 (记者丁思)"通过推进智慧海关建设，铜精矿入厂周转从18天缩到8天左右，通关 时间从5天至10天压缩到平均30小时；企业节约物流等成本已超1亿元；一线作业人员从4-5人减到2 人。"22日，兰州海关综合业务一处处长、二级巡视员张军在兰州与媒体分享了这组数据，他说，智慧 海关建设推出的系列举措，真正为企业减负增效，带来了实实在在的便利。 甘肃酒泉的种子搭乘中欧班列扎根欧洲，陇南中药材依托"甘农外贸通"走进中亚，酒泉光伏组件经陆海 新通道运往南亚……近年来，兰州海关通过实施"纾困、畅通、赋能"三大工程，以"关长送政策上门"等 定制化服务，助力甘肃民营企业在共建"一带一路"中扬帆远航。 张军介绍说，"大家关注的'甘农外贸通'小程序，上线后通过和甘肃省农业农村厅等部门合作推广，已 经培训了全省160多家农产品企业。我们还根据企业反馈不断优化，新增了菜豆、番茄等种子出口欧 盟、美日的附加声明规范表述，优化了界面和加载速度，从质量、效率、便利化各环节发力，推动'甘 味'产品出口既能增量、更能提质。" "以前是我们追着市场跑，现在是市场等着我们发货。"甘肃陇南文县嘉诚农副产品有限公司负责人坦 言，正 ...

2025 年 6 月 20 日 冶炼逻辑限制弹性，矿端节奏决定方向 我们的观点： 货 研 下半年或承压于低位震荡，震荡重心或较上半年有所下移，沪镍参考区间：11.0-12.7 万元/吨，不锈钢：1.20-1.31 万元/吨。 我们的逻辑： 所 （1）镍矿端：上半年镍矿趋紧为核心逻辑，下半年市场担忧可能钝化。参照往年，受印尼审批节奏的影响，印尼镍矿溢价往 往在三季度见顶回调，且当印尼矿与菲律宾矿经济性优势收敛后，印尼矿的上方弹性较为有限，虽然 6 月镍矿矛盾的现实仍然 存在，但市场对下半年矿端矛盾的担忧情绪有所降温。 （2）冶炼侧："镍铁-硫酸镍-精炼镍"在供应释放、过剩和出清周期内轮动，精炼镍虽然显性库存累增不及预期，但是潜在 产能仍有较多规划，供应弹性饱满或限制上方空间。硫酸镍和精炼镍存在中间品供应瓶颈问题，若增量给到精炼镍产品，则剩 余硫酸镍的生产原料有限，不过，由于三元需求亦缺乏增长点，此矛盾或不够凸显。长线角度，湿法增量或匹配需求增长，虽 然现金利润可观，但是初期投资成本较高，低镍价的投资回报周期较长，需求弱增长的情况下镍价深跌具有难度。 （3）需求侧：不锈钢需求增速有所回落，主要受海外关税壁垒对不锈 ...