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Oil News: Crude Holds Above MAs as Traders Eye OPEC Production Signals and Supply Risk
FX Empire· 2025-07-27 12:14
EnglishItalianoEspañolPortuguêsDeutschالعربيةFrançaisImportant DisclaimersThe content provided on the website includes general news and publications, our personal analysis and opinions, and contents provided by third parties, which are intended for educational and research purposes only. It does not constitute, and should not be read as, any recommendation or advice to take any action whatsoever, including to make any investment or buy any product. When making any financial decision, you should perform your ...
Natural Gas and Oil Forecast: EU Tariff Drama and Supply Risks Rattle Oil Markets
FX Empire· 2025-07-22 16:31
EnglishItalianoEspañolPortuguêsDeutschالعربيةFrançaisImportant DisclaimersThe content provided on the website includes general news and publications, our personal analysis and opinions, and contents provided by third parties, which are intended for educational and research purposes only. It does not constitute, and should not be read as, any recommendation or advice to take any action whatsoever, including to make any investment or buy any product. When making any financial decision, you should perform your ...
摩根士丹利:宜春八座锂矿或存在供应风险
摩根· 2025-07-15 09:58
报告行业投资评级 - 行业投资评级为“Attractive”(有吸引力)[3] 报告的核心观点 - 江西宜春自然资源局要求八座锂矿(含大型项目)9月30日前准备储量核实报告,因采矿许可证审批有缺陷 [1][3] - 涉事多数矿山在产,年产量超150kt碳酸锂当量,预计核实期不停产,因产量大,停产或影响当地就业和GDP [2] 相关目录总结 股票评级分布 |股票评级|覆盖范围数量|占总数百分比|投资银行客户数量|占投资银行客户总数百分比|占评级类别百分比|其他重要投资服务客户数量|占其他重要投资服务客户总数百分比| | ---- | ---- | ---- | ---- | ---- | ---- | ---- | ---- | |Overweight/Buy|1497|40%|372|45%|25%|702|41%| |Equal-weight/Hold|1632|44%|380|46%|23%|776|45%| |Not-Rated/Hold|4|0%|0|0%|0%|2|0%| |Underweight/Sell|593|16%|79|10%|13%|233|14%| |Total|3726||831|||1713| [24] 分析师股票评级 - Overweight (O):股票总回报预计在未来12 - 18个月,经风险调整后,超过分析师行业覆盖范围平均总回报 [25] - Equal-weight (E):股票总回报预计在未来12 - 18个月,经风险调整后,与分析师行业覆盖范围平均总回报一致 [25] - Not-Rated (NR):分析师目前对股票在未来12 - 18个月,经风险调整后,相对于行业覆盖范围平均总回报缺乏足够信心 [26] - Underweight (U):股票总回报预计在未来12 - 18个月,经风险调整后,低于分析师行业覆盖范围平均总回报 [26] 分析师行业观点 - Attractive (A):分析师预计行业覆盖范围未来12 - 18个月表现,相对于相关广泛市场基准有吸引力 [28] - In-Line (I):分析师预计行业覆盖范围未来12 - 18个月表现,与相关广泛市场基准一致 [29] - Cautious (C):分析师认为行业覆盖范围未来12 - 18个月表现,相对于相关广泛市场基准需谨慎 [29] 行业覆盖公司评级及价格 |公司(股票代码)|评级(截至日期)|价格(07/11/2025)| | ---- | ---- | ---- | |Anhui Honglu Steel Construction (002541.SZ)|O (01/02/2024)|Rmb17.86| |CGN Mining Co Ltd (1164.HK)|O (01/18/2023)|HK$2.32| |Shenzhen Kedali Industry Co Ltd (002850.SZ)|O (08/21/2023)|Rmb107.90| |China Hongqiao Group (1378.HK)|O (09/15/2023)|HK$18.22| |Flat Glass Group Co Ltd (6865.HK)|O (07/30/2020)|HK$10.36| |Flat Glass Group Co Ltd (601865.SS)|O (07/30/2020)|Rmb16.97| |MMG Ltd (1208.HK)|O (12/16/2024)|HK$3.58| |Shandong Pharmaceutical Glass Co. Ltd. (600529.SS)|O (01/04/2021)|Rmb22.25| |Xinyi Glass Holding Limited (0868.HK)|U (05/14/2024)|HK$8.51| |Zhongfu Shenying Carbon Fiber Co Ltd (688295.SS)|O (08/25/2023)|Rmb20.40| |Zhuzhou Kibing Group Co Ltd (601636.SS)|U (07/04/2022)|Rmb5.78| |Aluminum Corp. of China Ltd. (601600.SS)|O (11/30/2020)|Rmb7.27| |Aluminum Corp. of China Ltd. (2600.HK)|O (11/30/2020)|HK$5.59| |Baoshan Iron & Steel (600019.SS)|O (01/16/2016)|Rmb7.01| |Beijing New Building Materials (000786.SZ)|O (04/09/2024)|Rmb26.50| |Beijing Oriental Yuhong Waterproof Techn (002271.SZ)|E (09/25/2024)|Rmb11.52| |Chengxin Lithium Group Co. Ltd. (002240.SZ)|U (09/21/2023)|Rmb13.32| |China Jushi (600176.SS)|O (12/22/2020)|Rmb12.17| |China Lesso Group Holdings Ltd (2128.HK)|E (09/04/2023)|HK$4.32| |China Steel Corp. (2002.TW)|O (01/20/2025)|NT$18.80| |CMOC Group Ltd (3993.HK)|O (09/24/2019)|HK$7.91| |CMOC Group Ltd (603993.SS)|O (06/21/2024)|Rmb8.12| |FangDa Carbon New Material Co. Ltd. (600516.SS)|U (12/16/2024)|Rmb4.76| |Ganfeng Lithium Co. Ltd. (002460.SZ)|U (04/23/2025)|Rmb34.47| |Ganfeng Lithium Co. Ltd. (1772.HK)|U (04/23/2025)|HK$24.80| |GEM Co Ltd (002340.SZ)|U (09/21/2023)|Rmb6.45| |Henan Liliang Diamond Co. Ltd (301071.SZ)|O (06/14/2022)|Rmb29.90| |Jiangsu Dingsheng New Materials (603876.SS)|E (08/21/2023)|Rmb9.29| |Jiangxi Copper (0358.HK)|U (12/16/2024)|HK$15.36| |Jiangxi Copper (600362.SS)|U (12/16/2024)|Rmb23.48| |JL Mag Rare-Earth Co. Ltd (6680.HK)|O (04/23/2025)|HK$20.15| |JL Mag Rare-Earth Co. Ltd (300748.SZ)|O (04/23/2025)|Rmb25.95| |Nine Dragons Paper (2689.HK)|E (01/04/2023)|HK$3.43| |Shandong Gold Mining Co. Ltd (600547.SS)|O (04/23/2025)|Rmb31.14| |Shandong Gold Mining Co. Ltd (1787.HK)|O (12/12/2024)|HK$25.95| |Shandong Nanshan Aluminium Co. (600219.SS)|O (11/30/2020)|Rmb3.94| |Sinomine Resource Group Co Ltd (002738.SZ)|E (09/21/2023)|Rmb32.78| |Tianqi Lithium Industries Inc. (9696.HK)|E (12/16/2024)|HK$29.90| |Tianqi Lithium Industries Inc. (002466.SZ)|E (12/16/2024)|Rmb33.26| |Weixing New Building Materials (002372.SZ)|O (10/20/2022)|Rmb10.56| |Yongxing Special Materials Technology (002756.SZ)|E (11/25/2022)|Rmb33.77| |Zhaojin Mining Industry (1818.HK)|O (06/21/2024)|HK$19.96| |Zhejiang Huayou Cobalt Co Ltd (603799.SS)|E (12/14/2023)|Rmb38.15| |Zijin Mining Group (2899.HK)|O (07/09/2019)|HK$20.00| |Zijin Mining Group (601899.SS)|O (07/13/2022)|Rmb18.89| [58][60]