齐鲁晚报·齐鲁壹点记者 李文璇 栾海明 一边是急需资金周转、坚持"一次性付款"的寿光企业，一边是资金链紧张、扬言"宁打官司不付违约 金"的河南企业，70万元欠款纠纷如何打破僵局？ 寿光市新业态新就业群体纠纷人民调解委员会（以下简称"调委会"）灵活设计分期付款计划，同时通过 司法确认将"自愿履行协议"转化为"强制法律文书"，消除了债权人的顾虑，为涉企纠纷高效解决提供了 有益借鉴。 与H公司驻寿光办事处负责人沟通时，调解员引用《中华人民共和国民法典》第五百七十七条"当事人 一方不履行合同义务或者履行合同义务不符合约定的，应当承担继续履行、采取补救措施或者赔偿损失 等违约责任"及第六百二十六条"买受人应当按照约定的数额和支付方式支付价款"的规定，阐释拖延付 款的法律责任：企业不仅会产生额外利息成本，还可能被追究违约责任。 H公司坦承，企业近期因上游原材料涨价、下游订单延期回款，资金周转极度紧张，并非恶意拖欠款 项，若一次性付款可能导致生产线停工，对于A公司提出的解决方案，明确表示"承担不起，宁愿走诉 讼程序"。 调解员立即向其阐明，若进入诉讼流程，其不仅需承担诉讼费，判决后如逾期支付，还可能被列入失信 名单，这将直 ...

齐鲁晚报.齐鲁壹点记者李文璇栾海明 一边是急需资金周转、坚持"一次性付款"的寿光企业，一边是资金链紧张、扬言"宁打官司不付违约金"的河南企业，70万元欠款纠纷如何打破僵局？ 调解员采用"背靠背沟通+面对面协商"的方式，从情理、法理、利益最大化三重维度切入，逐步开展调解工作。 与H公司驻寿光办事处负责人沟通时，调解员引用《中华人民共和国民法典》第五百七十七条"当事人一方不履行合同义务或者履行合同义务不符合约定 的，应当承担继续履行、采取补救措施或者赔偿损失等违约责任"及第六百二十六条"买受人应当按照约定的数额和支付方式支付价款"的规定，阐释拖延 付款的法律责任：企业不仅会产生额外利息成本，还可能被追究违约责任。 H公司坦承，企业近期因上游原材料涨价、下游订单延期回款，资金周转极度紧张，并非恶意拖欠款项，若一次性付款可能导致生产线停工，对于A公司 提出的解决方案，明确表示"承担不起，宁愿走诉讼程序"。 寿光市新业态新就业群体纠纷人民调解委员会(以下简称"调委会")灵活设计分期付款计划，同时通过司法确认将"自愿履行协议"转化为"强制法律文书"， 消除了债权人的顾虑，为涉企纠纷高效解决提供了有益借鉴。 分条缕析寻症结 ...

Core Viewpoint - The antimony industry is facing supply pressure due to declining demand and rising import costs, leading to a significant drop in domestic production in July. The long-term outlook remains positive for antimony prices due to strong fundamentals and geopolitical factors [1][4][6]. Supply Side - Domestic antimony ingot production in July was 3,729 tons, a decrease of 36% year-on-year and 25% month-on-month. From January to July, production totaled 40,300 tons, down 6% year-on-year [4]. - The supply forecast for antimony from 2025 to 2027 is projected at 112,000 tons, 119,000 tons, and 127,000 tons respectively, with a relatively rigid supply-demand gap [5]. Demand Side - Antimony demand is expected to decline in 2025 due to reduced production in photovoltaic glass and inventory adjustments. However, traditional demand from flame retardants and lead-acid batteries is anticipated to remain stable [5]. - July saw domestic photovoltaic glass production drop to 2.09 million tons, a 21% decrease month-on-month and 17% year-on-year [4]. Price Trends - As of August 22, domestic antimony concentrate prices remained stable at 152,000 yuan/ton, while antimony ingot prices were 179,000 yuan/ton. The external market price was 493,000 yuan/ton, reflecting a 3% decrease from early August [2]. - The company expects that the tightening of antimony exports may be nearing its end, and a return to normal purchasing patterns in photovoltaic glass could enhance price elasticity [6]. Import and Export Dynamics - In July, antimony concentrate imports were 2,307 tons, a 63% decrease year-on-year but a 26% increase month-on-month. The average import price was 35,400 yuan/ton, up 48% month-on-month [3]. - Antimony oxide exports were 74 tons in July, continuing a low trend, significantly below the levels seen earlier in the year [3].

Investment Rating - The industry investment rating is maintained as "Add" [5] Core Viewpoints - The report indicates that the supply of antimony is expected to continue declining due to reduced production from major mines, while demand from photovoltaic glass is projected to decrease in 2025. However, traditional demand from flame retardants and lead-acid batteries is expected to remain stable [3][37] - The report suggests that the recent tightening of antimony exports may be nearing its end, and a return to normal purchasing patterns in the photovoltaic sector could enhance price elasticity [3][41] - The long-term outlook for antimony prices is positive, driven by strong supply-demand fundamentals and geopolitical factors that may amplify supply-demand imbalances [3][41] Supply and Demand Summary - In July, domestic antimony ingot production was 3,729 tons, a year-on-year decrease of 36% and a month-on-month decrease of 25%. For the first seven months of the year, production totaled 40,300 tons, down 6% year-on-year [2][23] - The report updates the supply-demand balance for 2025-2027, forecasting supply to be 11.2, 11.9, and 12.7 million tons, while demand is expected to be 13.1, 13.9, and 14.8 million tons, indicating a persistent supply-demand gap [3][39] - The report highlights that July antimony ore imports were 2,307 tons, a year-on-year decrease of 37%, while the average import price rose by 48% month-on-month to 35,400 yuan per ton [12][23] Price Outlook - As of August 22, domestic antimony concentrate prices remained stable at 152,000 yuan per ton, while external prices decreased by 3% to 493,000 yuan per ton. The price gap between domestic and external markets is 310,000 yuan per ton [10][12] - The report anticipates that the antimony industry will experience a high price run in the medium to long term due to its strategic metal attributes and ongoing geopolitical tensions [3][41] Investment Recommendations - The report recommends focusing on mining companies with quality resources that are likely to benefit from the upward trend in the antimony industry, specifically mentioning Huayu Mining and Huaxi Nonferrous [4][41]