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废钢早报-20260302
Yong An Qi Huo· 2026-03-02 01:30
研究中心黑色团队 2026/03/02 废钢早报 免责声明: 以上内容所依据的信息均来源于交易所、媒体及资讯公司等发布的公开资料或通过合法授权渠道向发布人取得的资讯,我们力求分析及建议内 容的客观、公正,研究方法专业审慎,分析结论合理,但我司对信息来源的准确性和完整性不作任何保证,也不保证所依据的信息和建议不会 发生任何变化。我们提供的全部分析及建议内容仅供参考,不构成对您的任何投资建议及入市依据,您应当自主做出期货交易决策,独立承担 期货交易后果,凡据此入市者,我司不承担任何责任。我司在为您提供服务时已最大程度避免与您产生利益冲突。未经我司授权,不得随意转 载、复制、传播本网站中所有研究分析报告、行情分析视频等全部或部分材料、内容。对可能因互联网软硬件设备故障或失灵、或因不可抗力 造成的全部或部分信息中断、延迟、遗漏、误导或造成资料传输或储存上的错误、或遭第三人侵入系统篡改或伪造变造资料等,我司均不承担 任何责任。 | 日期 | 华东 | 华北 | 中部 | 华南 | 东北 | 西南 | | --- | --- | --- | --- | --- | --- | --- | | 2026/02/13 | 2 ...
2020-2026年2月上旬热轧普通板卷(4.75—11.5mm,Q235)市场价格变动统计分析
Chan Ye Xin Xi Wang· 2026-02-26 03:52
2020-2026年2月上旬热轧普通板卷(4.75—11.5mm,Q235)市场价格变动统计图 相关报告:智研咨询发布的《2026-2032年中国低碳钢板行业市场运行态势及产业前景研判报告》 根据国家统计局公布的数据,黑色金属类别下的热轧普通板卷(4.75—11.5mm,Q235)2026年2月上旬 市场价格为3258.1元/吨,同比下滑5.64%,环比下滑0.45%,纵观近5年同时期其价格,2022年2月上旬 达到最大值,有5065.9元/吨。 数据来源:国家统计局 ...
加纳禁止出口废铁
Shang Wu Bu Wang Zhan· 2026-02-24 16:15
据《加纳时报》2月23日报道,加纳总统马哈马在出席B5 PLUS有限公司二期扩建工程投产仪式上发表 讲话称,政府将禁止出口废铁材料,此举将减少20%至30%的钢铁进口,有望每年为加工金属出口带来 约3亿美元的收入,同时在钢铁行业创造1万个新的就业岗位,并为加纳节省数亿美元的外汇。 (原标题:加纳禁止出口废铁) ...
商务部回应中韩在热轧板卷反倾销案中达成价格承诺协议
Xin Hua She· 2026-02-24 10:29
商务部新闻发言人说,2026年2月23日,韩国在对中国的热轧板卷反倾销案终裁中,宣布与中方就价格 承诺方案达成一致。中韩业界对此表示欢迎,认为以价格承诺替代反倾销税符合两国产业利益,有助于 增强中韩钢铁贸易的稳定性和可预期性。 发言人表示,中韩两国经济联系紧密,产业链供应链深度互嵌,合作互惠互利。当前国际局势下,中韩 双方在世贸组织规则框架下妥善解决热轧板卷案,向世界展现了双方支持多边主义、维护自由和公平贸 易的坚定立场,树立了通过对话协商妥善化解分歧的又一典范,为稳定国际经贸合作注入了正能量。 有记者问:近日,在韩国对中国的热轧板卷反倾销案终裁中,中韩双方达成价格承诺协议,请问发言人 对此有何评论? 新华社北京2月24日电 商务部新闻发言人24日就中韩在热轧板卷反倾销案中达成价格承诺协议答记者问 时表示,本案"软着陆"体现中韩双方相互尊重、相互理解、相互照顾彼此关切,为巩固和深化双边经贸 合作释放了积极信号。 ...
2026年1月物价数据点评:春节错期带动1月CPI涨幅回落,PPI降幅继续收窄
Dong Fang Jin Cheng· 2026-02-24 06:45
CPI Analysis - In January 2026, the CPI increased by 0.2% year-on-year, down from 0.8% in December 2025, with a cumulative year-on-year CPI of 0.0% for 2025[1] - The significant drop in CPI growth is primarily due to the high base effect from the 2025 Spring Festival, which fell in January[2] - Increased vegetable supply led to a decline in food prices, contributing to the overall CPI trend[3] - The core CPI, excluding volatile food and energy prices, was 0.8%, down 0.4 percentage points from the previous month[4] PPI Analysis - The PPI decreased by 1.4% year-on-year in January 2026, an improvement from a 1.9% decline in December 2025, marking the smallest year-on-year decline since August 2024[5] - The PPI increased by 0.4% month-on-month, marking the fourth consecutive month of increase[6] - Key drivers for the PPI increase include improved supply-demand dynamics in certain industries and rising international prices for non-ferrous metals[7] - The PPI for production materials rose by 0.5% month-on-month, while the PPI for living materials increased by 0.1%[8] Future Outlook - The CPI is expected to rise significantly in February 2026, potentially reaching around 1.0% due to the reversal of the Spring Festival base effect[9] - The overall CPI for January and February combined is projected to be around 0.6% year-on-year, indicating a continuation of the price recovery trend from the second half of 2025[10]
日入5亿美元买卖被判违法,特朗普押注全球加征10%关税
Sou Hu Cai Jing· 2026-02-21 12:11
Core Viewpoint - The U.S. Supreme Court ruled that President Trump's large-scale tariff measures implemented under the International Emergency Economic Powers Act (IEEPA) lack clear legal authorization, effectively overturning many of his tariff policies from his second term [2][3][5]. Group 1: Supreme Court Ruling - The Supreme Court's decision, with a 6-3 vote, stated that the IEEPA does not grant the president the authority to impose tariffs without Congressional approval [3][6]. - The ruling specifically limits the president's ability to impose tariffs through the IEEPA but does not entirely strip the president of the power to levy tariffs under other trade laws [6][12]. Group 2: Economic Implications - The ruling raises significant concerns regarding tax refunds, with estimates suggesting that over $175 billion in tariff revenue may be at risk of refund [7][11]. - If the full $175 billion is refunded, it would account for more than half of the total tariff revenue projected over the next decade, which is estimated to generate about $300 billion annually [7][11]. Group 3: International Trade Relations - The ruling has prompted reactions from international trade partners, with the EU and UK expressing a desire to understand the implications for their trade relations with the U.S. [9]. - The decision may impact ongoing trade agreements, as countries like Indonesia have recently negotiated trade deals to mitigate the effects of U.S. tariffs [6][9]. Group 4: Future Tariff Actions - In response to the ruling, Trump announced plans to impose an additional 10% tariff on global goods based on the Trade Act of 1974, which is expected to take effect shortly [5][6]. - The ruling does not affect tariffs imposed under other legal frameworks, such as those on steel, aluminum, and specific national security tariffs [12].
【人民日报】以高质量发展守护职工幸福
Ren Min Ri Bao· 2026-02-21 00:07
完达山脉北麓,黑龙江双鸭山市,皑皑白雪闪着冷光。 走进黑龙江建龙钢铁有限公司,数万平方米的巨大厂房内,通红的管坯在轧机间穿梭。这些高等级 石油用管,是建龙钢铁的拳头产品,需经过轧制、淬火以及多道检测环节层层把关,确保出厂品质稳定 可控。 热处理工程师曹培龙负责巡检生产过程的各种数据,"虽然天寒地冻,但厂房的炉火滚烫,咱心里 也很暖和。"两年前,赶上企业数智化改造需要知识型工人,他成功应聘。 "实干担当谋发展,企业不断延伸产业链条,推动高端化、智能化和绿色化发展,让员工共享发展 红利。"公司副总经理寇树猛说。 工作环境改善,职工困难时也有帮扶。近年来,建龙钢铁不断完善帮扶机制,累计为近千个困难家 庭发放慰问物资,助力300多个家庭走出困境。 "既有企业的慰问,又有员工自发的互助帮扶。"职工赫海龙每个月都会收到爱心帮扶小组转来的 400元钱。赫海龙父母因病失去劳动能力,妻子患腰椎间盘突出不能干重活,女儿读大学,家里全靠他 一人支撑。 2023年,公司启动员工关爱工程,员工组成爱心帮扶小组。如今,爱心帮扶小组已由最初的6个发 展到20个,志愿者也从当初的120人发展到现在的400多人。 "通过调研,企业为基层员工建 ...
澳洲富豪空中布局加速纷纷入手环球7500与湾流G600 山东黄金控股FML股价过去一年上涨逾14倍 产量增长与现金流推动估值重估
Sou Hu Cai Jing· 2026-02-17 11:35
Group 1: Private Jet Ownership in Australia - The COVID-19 pandemic has shifted perceptions about private jet ownership, making it a symbol of status and a necessity for business in Australia [2] - The Australian Civil Aviation Safety Authority (CASA) reports nearly 200 business jets owned by prominent Australian companies [2] - Notable owners include mining magnate Andrew Forrest and property developer John Gandel, both of whom own Bombardier Global 7500 jets, favored for their long range and comfort [2][3] Group 2: Popular Aircraft Models - The Bombardier Global 7500 is highly regarded for its impressive range of 14,260 kilometers and is chosen by several wealthy Australians [2] - Gina Rinehart, Australia's richest person, owns a Gulfstream G600, which can fly at near-supersonic speeds, significantly reducing travel time [2] - The CEO of the Australian Business Aviation Association notes that ultra-long-range jets are popular among local billionaires due to Australia's geographical isolation [2] Group 3: Market Trends and Future Outlook - Many of the jets were purchased during or after the pandemic, which is seen as a key factor in breaking the taboo around private jet ownership [2] - The trend indicates a growing acceptance and demand for private aviation among Australia's elite, reflecting broader changes in business travel preferences [2]
宝山钢铁股份有限公司第九届董事会第六次会议决议公告
Shang Hai Zheng Quan Bao· 2026-02-12 19:40
证券代码:600019 证券简称:宝钢股份 公告编号:临2026-002 宝山钢铁股份有限公司 第九届董事会第六次会议决议公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏,并对其内容 的真实性、准确性和完整性承担法律责任。 一、董事会会议召开情况 (一)会议召开符合有关法律、法规情况 本次董事会会议经过了适当的通知程序,会议程序符合有关法律、行政法规及《公司章程》的规定,会 议及通过的决议合法有效。 (二)宝山钢铁股份有限公司(以下简称"公司"或"宝钢股份")《公司章程》第117条规定:代表1/10 以上表决权的股东、1/3以上董事或者审计及内控合规管理委员会可以提议召开董事会临时会议。 《公司章程》第122条第二款规定:董事会临时会议在保障董事充分表达意见的前提下,董事会将拟议 的决议以书面方式发给所有董事,且签字同意该决议的董事人数已达到法律、行政法规和本章程规定的 作出该决议所需的人数的,则可形成有效决议。 根据邹继新、刘宝军、高祥明、姚林龙董事提议,公司第九届董事会根据上述规定,以书面投票表决的 方式于2026年2月12日召开临时董事会。 公司于2026年2月6日以 ...
主力板块资金流入前10:小金属流入41.87亿元、玻璃玻纤流入29.43亿元
Jin Rong Jie· 2026-02-11 07:17
Group 1 - The main market experienced a net outflow of 52.808 billion yuan as of February 11 [1] - The top ten sectors with net inflows of main funds include: - Minor Metals (4.187 billion yuan) - Glass and Fiberglass (2.943 billion yuan) - Energy Metals (2.925 billion yuan) - Nonferrous Metals (2.448 billion yuan) - Precious Metals (0.973 billion yuan) - Batteries (0.952 billion yuan) - Chemical Products (0.827 billion yuan) - Chemical Raw Materials (0.760 billion yuan) - Fertilizer Industry (0.646 billion yuan) - Steel Industry (0.597 billion yuan) [1] Group 2 - The Minor Metals sector saw a price increase of 3.25% with a net inflow of 4.187 billion yuan, led by Northern Rare Earth [2] - The Glass and Fiberglass sector increased by 4.68% with a net inflow of 2.943 billion yuan, driven by Zais Technology [2] - The Energy Metals sector rose by 4.23% with a net inflow of 2.925 billion yuan, primarily from Greeenmei [2] - The Nonferrous Metals sector had a 1.3% increase with a net inflow of 2.448 billion yuan, featuring Ziwente [2] - The Precious Metals sector increased by 1.96% with a net inflow of 0.973 billion yuan, led by Zhongjin Gold [2] - The Battery sector saw a slight increase of 0.54% with a net inflow of 0.952 billion yuan, represented by Tianji Shares [2] Group 3 - The Chemical Products sector increased by 0.6% with a net inflow of 0.827 billion yuan, led by Duofluor [3] - The Chemical Raw Materials sector rose by 1.28% with a net inflow of 0.760 billion yuan, represented by Xinjing Road [3] - The Fertilizer Industry saw a 1.68% increase with a net inflow of 0.646 billion yuan, led by Salt Lake Shares [3] - The Steel Industry had a 1.56% increase with a net inflow of 0.597 billion yuan, featuring Baogang Shares [3]