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[东吴证券]煤炭开采行业跟踪周报:产地煤价上行,带动港口煤价略有上涨

东方财富 📅 03/22 00:00
行业近况 本周(3月16日至3月21日)港口动力煤现货价环比上涨6元/吨,报收735元/吨。 供给端,本周环渤海四港区日均调入量201.43万吨,环比上周增加1.08万吨,增幅0.54%。本周产地供应较为稳定,港口供应量环比略有增长。需求端,本周环渤海四港区日均调出量192.98万吨,环比上周增加17.83万吨,增幅10.18%;日均锚地船舶共85艘,环比增幅35%;环渤海四港区库存端2734.3...

伊朗战争下,欧盟呼吁家庭走上“能源自主”之路

FT 中文网 📅 03/22 00:00
张冬方:靠家庭生产能源来解决贫困问题,本身就是个悖论。这套解题思路看起来不像是经过理性规划,更像是能源危机下的一种应激反应。 FT中文网专栏作家 张冬方 在伊朗战争引发的能源高价冲击下,欧盟已经开始呼吁公民自行生产能源了。 3月10日,欧盟委员会发布了一份名为《公民能源一揽子计划:让所有人都能负担得起能源》提议(以下简称“能源计划”)。能源计划开篇称,“所有欧洲人都应该能住上舒适又结实的房子,用得...

[东海证券]美联储专题深度研究:从美国准备金框架对“沃什路径”的全景扫描

东方财富 📅 03/22 00:00
投资要点 金融危机前的紧缺准备金框架。在美国2008年金融危机前,美联储实行的是紧缺准备金框架,主要使用公开市场操作来控制准备金供给量,进而调节流动性供需缺口,使得FFR始终维持在目标区间内。在该阶段下,贴现率为利率走廊上限,但不存在实际的利率下限。紧缺准备金框架是对市场定价的一种激励,通过商业银行自身资金需求,在联邦基金市场上进行拆借发现市场价格,然而其缺点同样明显:美联储需要随时对准备金需求保...

[信达证券]钢铁行业周报:短期业绩承压致板块回调,估值区间再具配置价值

东方财富 📅 03/22 00:00
本期内容提要: 本周市场表现:本周钢铁板块下跌10.03%,表现劣于大盘;其中,特钢板块下跌9.18%,长材板块下跌8.88%,板材板块下跌10.29%;铁矿石板块下跌10.96%,钢铁耗材板块下跌12.52%,贸易流通板块下跌3.272%。 供给情况。截至3月20日,样本钢企高炉产能利用率85.5%,周环比增加2.61百分点。截至3月20日,样本钢企电炉产能利用率56.6%,周环比增加6.13百...

[华源证券]新消费行业周报:商务部发布新举措促进旅行相关消费;多地陆续落实春秋假

东方财富 📅 03/22 00:00
投资要点: 商务部发布16项举措促进旅行服务出口、扩大入境消费。根据央视新闻,2026年3月20日,商务部发布《关于促进旅行服务出口扩大入境消费的政策措施》(以下简称《政策措施》)。《政策措施》从扩大入境旅游消费、便利入境商务活动、激活入境赛事消费、繁荣入境文娱消费、拓展入境健康消费、发展入境教育培训消费、完善保障措施等7方面提出16条具体政策举措。从激发服务消费新需求的角度,《政策措施》提出丰富...

[华源证券]医药行业周报:眼底病口服给药前景可期,重点关注海西新药

东方财富 📅 03/22 00:00 9988.HK9926.HK1801.HK
投资要点: 本周医药市场表现分析:3月16日至3月20日,医药指数下跌2.77%,相对沪深300指数超额收益为-0.59%。本周创新药表现持续回暖,IO线整体表现较为强势,有望带动创新药整体估值修复行情,当前配置性价比较高,建议关注赔率较高或基本面确定性较高的个股。同时,进入三月份,我们建议关注Q1预期业绩较好的个股。1)创新药建议关注,A股)恒瑞医药、信立泰、君实生物、泽璟制药、热景生物、科伦药...

[华源证券][新乳业]结构驱动内生增长,净利率目标有望超预期达成

东方财富 📅 03/22 00:00
新乳业(002946) 投资要点: 事件:2025年公司业绩保持良好增长态势,全年实现营业收入112.33亿元,同比增长5.33%;实现归母净利润7.31亿元,同比增长35.98%;扣非归母净利润为7.74亿元,同比增长33.76%。单季度看,2025年Q4实现营收28亿元,同比增长11.28%,归母净利润达1.08亿元,同比增长69.29%,扣非归母净利润达1.27亿元,同比增长76.99%。2...

[东吴证券]基础化工周报:油价高位支撑化工品价格上涨,固体蛋氨酸价格突破40元/公斤

东方财富 📅 03/22 00:00
投资要点 【聚氨酯板块】本周(3月16日-3月20日,下同)纯MDI/聚合MDI/TDI行业均价为22000/16943/17771元/吨,环比分别+1543/+443/-225元/吨,纯MDI/聚合MDI/TDI行业毛利分别为6780/2723/4264元/吨,环比分别+1605/+505/-49元/吨。 【油煤气烯烃板块】①本周乙烷/丙烷/动力煤/石脑油均价分别为1228/7335/520/7...

[东兴证券]东兴晨报

东方财富 📅 03/22 00:00
经济要闻 1.国务院国资委:编制好中央企业人工智能产业发展“十五五”规划。国务院国资委党委与中央企业党委(党组)开展理论学习中心组“人工智能+”专题联学。张玉卓表示,要强化统筹推动,编制好中央企业人工智能产业发展“十五五”规划,进一步加大投入力度,加强安全治理能力建设,统筹好发展与安全。要强化创新驱动,突破“卡脖子”难题,坚持“产业出题、科研答题”,持续提升产业链韧性,加快体制机制革新,打造安全可...

[东吴证券][湘财股份]2025年年报点评:业务结构持续优化,归母净利润增长超300%

东方财富 📅 03/22 00:00
湘财股份(600095) 投资要点 事件:湘财股份发布2025年业绩:2025年公司实现营业总收入24.2亿元,同比增长10.37%;归母净利润4.64亿元,同比增长325.1%;对应EPS为0.16元,ROE为3.86%,较上年+2.93pct。25Q4单季度公司实现营收6.2亿元,同比下降3.5%,实现归母净利润0.2亿元,同比扭亏为盈。 证券板块:经纪业务表现突出。 1)经纪业务:2025年...

Can China achieve AI supremacy?

Investing 📅 03/21 23:59

美国宣称对伊朗行动取得进展 特朗普酝酿“逐步收缩”军事行动

新浪 📅 03/21 23:58
美国军方表示,已成功削弱伊朗打击通过霍尔木兹海峡航行船只的能力。与此同时,美国总统特朗普称考虑“逐步收缩”在波斯湾地区的军事行动。 特朗普的这番表态出现在他排除停火可能、并且仍对部署地面部队持开放态度之后不久,这凸显出这位总统在美国与以色列对伊朗战争的目标和计划上,持续释放出相互矛盾、反复不定的信号。这场冲突进入第四周,能源价格大幅上涨,促使美国财政部采取了一项非常规举措:允许出售那些已经装载在油...

格隆汇3月21日|巴林:战争期间击落143枚导弹和242架无人机。

格隆汇 📅 03/21 23:56
格隆汇3月21日|巴林:战争期间击落143枚导弹和242架无人机。

埃及将于6月前结清拖欠国际石油公司的13亿美元欠款

格隆汇 📅 03/21 23:56
格隆汇3月21日|埃及石油部称,埃及已加快此前制定的拖欠国际石油公司款项的偿还进度。埃及将在6月前结清13亿美元欠款。根据今年1月公布的原还款计划,埃及预计到6月仍将有约12亿美元欠款未还清。

以色列防长卡茨警告:未来几天将大幅加强对伊朗的空袭

格隆汇 📅 03/21 23:56
格隆汇3月21日|以色列国防部长卡茨周六警告称,未来几天以色列和美国将“大幅加强”对伊朗的空袭,并誓言将继续推进,直至消除对以色列和美国在该地区利益的所有威胁。卡茨在几位高级军官的陪同下发表讲话时表示,以色列决心“继续领导对伊朗恐怖政权的打击”,包括打击其指挥官并摧毁其战略能力。此前,以色列和伊朗周六发生了相互袭击,美国向该地区增派了数千名海军陆战队员,而特朗普总统则指责北约盟国懦弱,不愿协助重新...

Intel says Crimson Desert devs ignored offers of help to support Arc GPUs - Engadget

Google 📅 03/21 23:55 INTC.O
It doesn’t sound like Crimson Desert, the recently released prequel to Black Desert Online, will support Intel Arc GPUs anytime soon, if at all. On the game’s FAQ page, its developer Pearl Abyss advised players expecting Arc support to apply for a refund. “If you purchased the game expecting Intel Arc support, please refer to the refund policy of the platform where the game was purchased for avail...

伊朗称成功打击以色列及美国海军第五舰队目标

格隆汇 📅 03/21 23:53
格隆汇3月21日|当地时间21日,伊朗伊斯兰革命卫队公告显示,伊朗已发布“真实承诺-4”第72波行动。在本轮行动中,伊朗“卡德尔”和“伊马德”导弹系统在伊中部上空成功击落以色列机群,并成功打击以色列北部、核心地带以及美第五舰队目标。

Debora Silvestri taken to hospital after horror crash at Milano-Sanremo classic

The Guardian 📅 03/21 23:50
The Italian cyclist Debora Silvestri was taken to a hospital after a horrific-looking crash during the Milano-Sanremo one-day classic on Saturday. Several cyclists were caught up in the incident, with Silvestri tumbling over a guardrail as riders tried to avoid the pileup. Silvestri’s team, Laboral Kutxa, said the 27-year-old was conscious as she was transported and that it would give an update on...

Massive News: Nvidia Just Made a $2 Billion Bet on Nebius

Nasdaq 📅 03/21 23:50 NVDA.OINTC.O
Nebius (NASDAQ: NBIS) just received the kind of backing that can reshape an AI stock's future. An investment from Nvidia (NASDAQ: NVDA) created major excitement, but the bigger story is whether Nebius can turn that credibility into customer growth, infrastructure demand, and real upside from here. Stock prices used were the market prices of March 13, 2026. The video was published on March 20, 2026...

The Iran War Just Triggered a Bigger Energy Shock Than the 1970s Oil Crisis. What It Means for Your Portfolio.

Nasdaq 📅 03/21 23:50 NVDA.O
Key Points Oil and gas prices have spiked, and damage to energy infrastructure could mean elevated prices are here to stay. Cyclical stocks, including industrials, have tumbled. Energy and commodity stocks have been winners. 10 stocks we like better than Cheniere Energy › The executive director of the International Energy Agency didn't mince words when he described the impact of the Iran war on th...

1 Rule, 3 Stocks: Why One Legendary Investor Would Choose These Stocks Above Any Others Right Now

Nasdaq 📅 03/21 23:50 NVDA.O
Key Points Charlie Munger favored buying great businesses when their stocks were trading at a discount. He would love S&P Global stock, given its wide, well-established margins and its consistent profits. Fair Issac is firmly entrenched in the loan industry due to its credit-scoring business. 10 stocks we like better than S&P Global › Charlie Munger was one of the greatest investors to ever live. ...

Disabled senior received over 100 Amazon packages she didn’t order — a warning that your identity is already compromised

Yahoo 📅 03/21 23:50 AMZN.O
Starting in the summer of 2025, Pat Hurley’s home in Elgin, Illinois, became an epicenter for mistaken Amazon orders. ​Despite not having an account with the e-commerce giant, delivery drivers visited the 79-year-old’s home month after month with packages labeled with her address and an unknown name. At its peak, Hurley told ABC-7 Chicago she received 20 boxes in one day (1), and she counted over ...

Dow Jones Bounces Late After Sell-Off As Trump Mulls 'Winding Down' Iran War

Yahoo 📅 03/21 23:48 TSLA.O
The major indexes broke long-term support as oil prices and bond yields soar. President Trump said late Friday he's mulling "winding down" the Iran war hours after saying that was not "acceptable."

Trump threatens to deploy ICE agents to U.S. airports

Investing 📅 03/21 23:46

India Gold Market Update: Volatility Softens Demand

Seeking Alpha 📅 03/21 23:46
TexBr/iStock via Getty Images Prices ease, underlying strength prevails Gold prices have pulled back from end-January highs, pressured by a stronger US dollar and a rise in US Treasury yields. In addition, outflows from gold ETFs, particularly US-listed gold ETFs , – likely indicating tactical profit taking from the sharp rally in January – further weighed on prices. However, the pullback was cont...

FedEx Delivers: Guidance Hike Signals Upside in 2026

Yahoo 📅 03/21 23:43 AMZN.O
FedEx's turnaround efforts are paying off, setting it up to sustain growth, dividends, and share buybacks over the next few years.

Elon Musk offers to pay TSA salaries amid budget battle, airport lineups

Investing 📅 03/21 23:42 TSLA.O

WSL roundup: Shaw’s 13-minute treble edges City closer to title as Chelsea falter

The Guardian 📅 03/21 23:42
Khadija Shaw scored the fastest hat-trick in Women’s Super League history as the leaders, Manchester City, beat Tottenham 5-2 at the Joie Stadium. The Jamaica international completed the feat in 13 first-half minutes to give the hosts a commanding lead after Olivia Holdt cancelled out Shaw’s opener. Kerolin added another and an own goal from Amanda Nildén extended City’s lead before the break, wit...

The Private Credit Crisis Is Spreading

Zero Hedge 📅 03/21 23:40
The Private Credit Crisis Is Spreading Submitted by QTR's Fringe Finance The private credit crisis is spreading to another corner of the market that I warned about back in October, when I wrote about 10 parts of the market I’d avoid. For years I’ve been warning that buy now pay later (“BNPL”) industry was built on a pretty fragile foundation. The quality of the loans was always the obvious problem...

Sunstone Hotel: Locking In Attractive Yields With Its Preferred Stock

Seeking Alpha 📅 03/21 23:40
Guido Mieth/DigitalVision via Getty Images Introduction Sunstone Hotel Investors ( SHO ) is a hotel REIT that’s running a pretty conservative balance sheet . The LTV ratio based on the book value of the assets is just around 30%, and likely even lower if you’d use the fair value of the hotel properties instead of the book value (which includes almost $1.5B in accumulated depreciation). I already h...
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