行业发展概况 在上一级【智能穿戴设备】类目中，【智能手表&手环】销售额排名第1，销售量排名第1，销量环比增长排名第4 本月行业销售额为1.066.837.815，环比下跌-8.0%销售额下跌主要由价格驱动 本月行业内有36.7%的店铺销售额上升，55.5%的店铺销售额下滑：36.0%的店铺销量上升，55.8%的店铺销量下滑； 23.1%的店铺平均价格上升，24.7%的店铺平均价格下滑； 在销售额上升的店铺中，60.2%的店铺增幅在（0，20%】； 在销售额下滑的店铺中，55.0%的店铺跌幅在（-20%，0】；

行业发展概况 在上一级【配件】类目中，【充电宝&电池】销售额排名第3，销售量排名第6，销量环比增长排名第2。 在上一级【配件】类目中，【充电宝&电池】新增评论数排名第5，新增互动数排名5。 本月行业销售额为202.578.904.276，环比增长133.4%销售额增长主要由销量驱动。

产区近况 本周（4月30日--5月6日），蔬菜产区价格整体平稳、局部小幅波动叶菜类中，油麦菜、意大利生菜、上海青价格均出现上行，主要受降雨、低温天气影响，优质货源产出减少；加之前期菜价长期低迷，田间管护有所松解，整体上市货量同步回落，优质货源偏紧带动行情走高。 具体本周普宁四大金刚价格小幅上涨。截至5月6日，意大利价格对比上周上涨47%左右，油麦菜价格对比上周上涨45%左右，上海青价格对比上周上涨50%左右，黄白价格对比上周上涨40%左右。陆良产区四大金刚价格整体小幅上涨，意大利价格对比上周上涨42%左右，油麦菜价格对比上周上涨63%左右，上海青价格对比上周上涨20%左右，黄白价格对比上周下跌14%左右

SEO时代已进入“存量博奔”，一一流量红利消退，规则持续失效 传统SEO围绕关键词、链接、排名构建一一这套方法论在PC互联网时代有效运转了20年，但正在被生成式AI加速边缘化。2025年以来，中国多个头部媒体平台监测到来自传统搜索引擎的有机流量同比下滑超过15%，而A/搜索的用户规模却在同期翻倍。 用户行为的转变对新能源汽车行业的启示：当潜在购车者询问“30万预算，家庭用车，想要空间大、智能化程度高的新能源SUV，有什么推荐？”时，AI的回答将直接决定哪些品牌进入用户的考虑范围。品牌不仅要关注自身产品或服务的质量与特色，还需深入研究AI的算法逻辑，确保自已的产品信息能够被AI准确理解、优先引用并积极推荐。 SEO的逻辑是“抢占链接排名”，而GEO的逻辑是“成为AI答案本身”。两者目标相同，路径截然不同。

2020-2025年 奶奶用户(老年女性)对中国新车市场的销量贡献由不足14万辆快速逼近60万辆，呈现突然崛起之势 进入21世纪，中国车市(私人乘用车市场)才快速崛起，截至2026年初，只经历了二十多年的短暂发展期。期间中国车市的购车主力一直是男性用户，女性不多，奶奶更少，奶奶车市的销量规模长期不足10万辆，市场份额长期不足1几乎可以忽略； 由于男性长期主导中国车市，车企的设计思维、配置理念、营销思路等，纷纷围绕男性需求展开，如车身线条设计会突出稳重、大气与高端，车辆配置会突出彩电、冰箱与沙发，产品宣传会突出奶爸、家用与豪华等； 近五六年，中国车市的内部结构发生了剧烈变化，女性加速涌入，哪怕奶奶也开始踊跃购车。2020-2025年，奶奶车市的销量规模由不足14万辆快速逼近60万辆，市场份额由不足1%快速升至2.46%。虽然奶奶车市的市场规模仍远不如中年男性、中年女性、女青年、男青年等，但其呈现的突然崛起之势，理应引起车企的高度重视，因为一旦该势头持续演变，奶奶车市的规模会很快突破100万辆，甚至两三百万辆，期间谁重视奶奶车市谁将率先受益，就像2020年的宏光MINIEV和坦克300,分别率先布局了小电动与越野硬朗两大细分车市，都快速成为最大受益者，都助推了各自所在的五菱与坦克两大品牌的发展

投资要点 同业创新动态：1、5月9日，招银理财公众号介绍了旗下“招睿全球鑫选日开14月持有1号固收增强”理财产品。该产品采用“5%权益中枢的全球固收+”架构风险等级为R3（中风险），综合运用汇率中性、定增量化中性与港股打新等多元策略构建组合。2、据信银理财5月12日公众号，其正式推出了聚焦含权赛道的“信福+”品牌。该品牌的核心是构建一套“投资工厂”式的工业化投研体系，其整体能力框架可概括为“1个目标、2座工厂、3支队伍、4个朋友圈、5大服务标准”。 规模变动：截至上周末（2026.5.10），全市场理财产品存续规模为31.64万亿元，环比上升0.13%。 收益率表现：上周（2026.5.4-2026.5.10，下同）现金管理类产品近7日年化收益率录得1.20%，环比基本持平；同期货币型基金近7日年化收益率报1.09%环比下降2BP。上周，各期限纯固收产品收益率普遍下降，各期限固收+产品收益率普遍上升。市场高度关注的资金面整体维持平稳宽松态势，但受央行买断式逆回购缩量操作、4月国债发行交易规模环比回落、30年期特别国债发行不及预期、权益市场走强等因素影响，债市收益率小幅上行。全周来看，10年期国债活跃券（260005.IB）收益率较上周上升1BP至1.76%，30年国债活跃券（2600002.IB）较上周上升2BP至2.25%。 破净率跟踪：上周，银行理财产品破净率0.48%，环比上升0.01个百分点，信用利差环比收敛0.62BP。后续密切关注信用利差走势，若持续走扩，或将令破净率承压上行。 风险提示：本报告部分数据基于数据供应商，可能为市场不完全统计数据，旨在反映市场趋势而非准确数量，所载任何意见及推测仅反映于本报告发布当日的判断。理财产品业绩比较基准及过往业绩并不预示其未来表现，亦不构成投资建议，不代表推介。

投资要点： 事件：2026年4月24日，DeepSeek发布并同步开源了其全新大模型产品DeepSeekV4预览版。该版本的核心亮点为1M超长上下文能力，同时在Agent交互、世界知识储备与推理性能上，均实现了开源大模型领域的全面领先。 DeepSeek以开源为核心战略，凭借极致成本控制与技术迭代快速崛起。2023年11月，DeepSeek发布首个开源代码大模型DeepSeekCoder，支持多语言生成与调试，性能超越CodeLlama。同期开源通用大模型DeepSeekLLM67B，对标LLaMA270B，中英文任务表现领先。2024年12月，通用模型迭代至DeepSeek-V3，训练成本仅550万美元，性能对标国际闭源模型，生成速度提升3倍。2025年1月20日，发布第一代推理模型DeepSeek-R1-Zero和DeepSeek-R1，补齐复杂逻辑推理能力短板。此后公司持续迭代核心能力，2026年4月24日，正式发布DeepSeekV4预览版并同步开源。 本次发布的DeepSeek V4包含两款MoE模型，全系拥有1M超长上下文能力，同时在Agent交互、世界知识储备等方面表现突出。DeepSeek-V4-Pro总参数1.6万亿、激活参数49B，主打高性能研发场景，综合能力对标行业顶级闭源大模型；DeepSeek-V4-Flash总参数2840亿激活参数13B，侧重轻量化部署与低成本高吞吐，可满足大规模日常推理需求。技术层面，模型创新融合CSA与HCA混合注意力架构，通过KV压缩与稀疏注意力协同优化长上下文推理效率，在1M上下文长度下，V4-Pro单Token计算量仅为前代V3.2的25%，KV缓存占用进一步降至10%，并首次将百万级超长上下文能力设为全系标配，为大模型规模化商用奠定坚实基础。性能方面，DeepSeekV4Pro综合表现已比肩行业顶级闭源大模型，其中Agent与编程能力位居开源第一梯队，世界知识储备领先同类产品，可全面支撑编程开发、工具调用、数学推理等高阶复杂任务。价格端具备显著竞争优势，据DevTk.AI，V4-Pro调用价格显著优于同级别ClaudeSonnet4.6；V4-Flash主打高吞吐场景，性价比优势更为突出，显著降低了企业级AI应用的落地成本与门槛。 寒武纪、摩尔线程、沐曦股份、海光信息等厂商相继完成DeepSeek-V4系列模...

股票代码 股票简称 报告名称 东财评级 评级变动 2026盈利预测 2027盈利预测 行业 收益 市盈率 收益 市盈率 688266 泽璟制药 ZG006成功出海，新产品商业化放量可期 买入 维持 2.030 49.46 1.780 56.61 化学制药 null

股票代码 股票简称 报告名称 东财评级 评级变动 2026盈利预测 2027盈利预测 行业 收益 市盈率 收益 市盈率 002601 龙佰集团 钛白景气触底反弹，业绩有望修复 买入 首次 0.630 28.27 1.160 15.34 化学原料 null

股票代码 股票简称 报告名称 东财评级 评级变动 2026盈利预测 2027盈利预测 行业 收益 市盈率 收益 市盈率 603296 华勤技术 超节点项目进入出货周期 买入 维持 4.770 24.34 5.900 19.69 消费电子 null

投资要点： >固定收益CPI、PPI同比均有所回升——4月物价数据点评：4月CPI和PPI均较3月有所扩张，或主要受美伊冲突影响，国际能源价格高升，国际输入性因素大幅推动生产资料价格扩张，生活资料价格同比仍处负增长区间，CPI同比涨幅有所扩张，中下游企业利润或承压。26年4月CPI同比+1.2%，较上月+0.2pct，或主要受国际大宗商品价格影响，食品价格同比转跌，内需或仍偏弱。4月PPI同比由负转正至+2.8%，较上月+2.3pct，同比连续两个月正增长，或受益于输入性因素和国内部分行业供需双向提振。“TACO交易”可能使美伊冲突持续，国际能源价格或将维持高位，PPI同比或将维持正增长。PPIRM-PPI剪刀差连续8个月扩大，成本传导或存一定压力，工业企业利润或有所承压。 风险提示：财政大幅发力，导致债市调整；理财及债基等监管政策可能超预期，带来债市扰动；股市可能大幅走强，对债市情绪有冲击等。 >计算机底层逻辑变化：ROI担忧或消除——北美CSP厂商财报小结：Capex：受硬件涨价影响，CSP厂商普遍上修全年Capex指引。云：推理需求快速增长，26Q1增速再上台阶。积压订单：环比大幅扩容，验证长期需求，消解ROI担忧。投资思路：我们认为，北美CSP厂商的Q1财报已充分反映了AI推理需求的快速增长，且大幅扩容的积压订单验证了未来2-3年的长期需求，或将在很大程度上消解市场对于ROI的担忧，为Capex投入提供了有力的需求支撑，持续看好海外算力板块的高景气度。 风险提示：大模型性能成长速度低于预期；AI产品落地低于预期；行业相关公司业绩不及预期等。 >北交所蘅东光(920045.BJ)——数据中心基建推动无源光器件收入yoy+61.5%，布线产品与光器件有望持续迭代升级：2025年公司实现营业收入22.16亿元，归母净利润为3.05亿元，持续保持高速增长。2026Q1公司实现营业收入6.87亿元，归母净利润达8408.95万元。数据中心基建带动无源光器件需求，2025年境外销售额同比大增75%。无源光纤布线产品向6912芯升级，400G-1.6T光模块相关无源内连光器件均已交付。后端网络、Scale-across跨域互联等亮点或将为光通信行业带来新增量，公司通过产品升级、产能全球化扩张及生产效率提升有望紧跟行业机遇。公司深耕数据中心领域光通信产品，客户面向全球领先的...

专题：聚焦美股2026年第一季度财报 日产 公布截至 3 月的季度净亏损达 2829 亿日元。 内容概要 日产汽车 在连续七个季度录得净亏损后，预计本财年将重新实现净利润转正。 日产汽车在连续第七个季度亏损后，预测本财年将扭亏为盈。 这家日本车企正通过一系列 重组改革 削减成本、应对销量下滑，包括出售总部大楼、裁员、缩减生产基地及全球产能，以此迎来业绩拐点。 去年 4 月上任的日产首席执行官伊万・埃斯皮诺萨表示，尽管仍有多项举措待落地，但公司过去一年已发生根本性转变。 他称：“我们已经展现出自身的发展潜力。” 仅过去数月，日产已宣布多项举措： 计划在欧洲裁员数百人、全面重组欧洲业务；停产表现不佳的车型、精简全球产品矩阵；同时同意将南非工厂出售给中国车企 奇瑞汽车 。 日产同时着手提升品牌吸引力，近期与 优步 、英国自动驾驶初创企业 Wayve 合作推出 无人驾驶出租车服务 ，计划 2026 年末在东京启动试点项目。 得益于上述改革，日产预计 4 月起始的新财年将实现净利润 200 亿日元 （约合 1.269 亿美元）； 营收预计增长 8.3%，达 13 万亿日元 ； 本财年全球汽车销量预计增长 4.7%，至 330 万辆 ，而上一财年销量曾下滑 5.8%。 埃斯皮诺萨坦言， 中东冲突 将拖累日产上半年销量减少 1.9 万辆，同时受销量走弱、原材料成本上涨影响，利润将承压 150 亿日元。 日产周三公布 截至 3 月的季度净亏损 2829 亿日元 ，较去年同期 6760 亿日元大幅收窄；季度营收下滑 1.7%，至 3.43 万亿日元。 美国关税政策拖累日产第四季度营业利润减少 540 亿日元；根据日本与华盛顿 7 月达成的贸易协议，日系汽车需缴纳 15% 进口关税。 本季度 特殊损失达 3442 亿日元 ，直接吞噬 681 亿日元营业利润。 在截至 3 月的整个财年，日产计提 业务资产减值损失 2401.2 亿日元 ，全年净亏损高达 5330.95 亿日元。 责任编辑：郭明煜

格隆汇5月13日｜据伊朗媒体Fars News，伊朗外长阿拉格齐抵达印度，参加5月14日至15日举行的金砖国家外长会议。

Source: Bloomberg, 0:00

Washington and Beijing have piled on irritants in advance of this week’s summit between US President Donald Trump and his Chinese counterpart Xi Jinping, suggesting that neither side wants to be seen as a deal killer – even as they try to build potential leverage to bargain away, analysts and former US government officials said. Scott Kennedy, senior adviser with the Centre for Strategic and International Studies (CSIS), said that both sides had been “picking up some chits which they might be...

MELI's Q1 growth gets overshadowed by margin pressure, rising credit risks and aggressive spending, driving MELI shares sharply downward.

财联社5月13日讯（记者 王彦琳 实习记者 蒋毓敏） 腾讯控股（00700.HK）5月13日公布的Q1财报显示，其核心业务之一的游戏Q1本土及国际市场收入同比均实现增长，包括《王者荣耀》《和平精英》《三角洲行动》在内的多款长青游戏流水创新高。 分区域来看，腾讯游戏在本土市场实现收入454亿元，同比增长6%。公司表示，本土市场游戏收入增速因春节假期晚于去年而滞后于游戏流水增速。报告期内，本土市场游戏流水同比增长超10%，主要由于《王者荣耀》与《和平精英》等现有长青游戏，以及《三角洲行动》与《无畏契约：源能行动》等近期发布游戏的推动。 财报显示，《三角洲行动》近期已跻身长青游戏之列。在今年第一季度，《三角洲行动》与《王者荣耀》《和平精英》等长青游戏一同创下流水新高。根据Sensor Tower数据，《王者荣耀》《和平精英》《三角洲行动》包揽2026年3月中国App Store手游收入榜TOP3。 国际市场方面，游戏业务收入同比增长13%至188亿元。其中，既有《部落冲突：皇室战争》《无畏契约》等成熟产品，通过持续的内容更新与精细化运营，保持稳定用户基本盘与流水贡献，也有《鸣潮》等产品带来显著的用户与收入增量，有力支撑国际市场的稳健发展。 此外，新产品也逐步进入增长通道。今年3月底上线的《洛克王国：世界》，上线次日便登上了App Store游戏畅销榜榜首，上线9天用户量突破3000万。根据AppMagic数据估算，《洛克王国：世界》4月中国大陆iOS平台分成后收入约2300万美元，首次入围全球手游收入榜Top30。 在AI大潮下，腾讯正积极拓展游戏的更多可能性。在今日晚间举行的业绩交流会上，腾讯方面表示，公司正利用AI加速3D资产制作和动画流程，用更智能的NPC丰富玩家体验，并通过先进的渲染技术呈现更好的图像效果。 据悉，在《和平精英》《王者荣耀》等长青游戏中，腾讯将AI深度融入玩法之中。《和平精英》推出的AI队友、AI战犬，为玩家提供实时战术配合与情感陪伴。官方数据显示，游戏内所有AI NPC玩法的累计体验用户数达1.1亿，最高日活跃用户数达1770万，单局消息互动量达70轮，麦克风开启率近75%，玩家在线时长和社交意愿显著提升。基于生成式AI开发的《王者荣耀》“语音灵宝”支持游戏内全场景的语音操控与智能互动，上线首日参与量便突破千万，AI正为这两款上线多年的产品注入全...

MVO260515C00002500 互動股市圖表 | MVO May 2026 2.500 call 股市 Yahoo 財經

Exclusive: Doctors say ‘highly concerning’ poll highlights risk to patients of turning to AI for medical advice One in seven people are using AI chatbots for health advice instead of seeing their GP, a UK study has found. The poll of more than 2,000 people found that – of the 15% turning to chatbots – one in four had done so because of long NHS waiting lists. Continue reading...

Beloved animated series will return for 36th season in the fall after telecoms giant Bell Media reaches deal with Disney Fans of Les Simpson have a message for anyone who doubted the future of the beloved and long-running Québécois version of the animated satirical show: Mange de la crotte. Les Simpson will return for its 36th season in the fall after telecoms giant Bell Media said it had reached an agreement with Disney for the rights to air and dub the show. The deal caps nearly a year of uncertainty surrounding the adaptation, which is beloved in Canada’s lone francophone province. Continue reading...

Shares of Marvell Technology, Inc (NASDAQ:MRVL) are trading higher by over 7% on Wednesday as chip-linked names catch a bid on fresh U.S.-China AI headlines that are keeping investors focused on export rules, China demand, and the broader AI supply chain. China Exposure Remains In Focus China accounted for 36% of Marvell’s revenue in fiscal 2025, down from 43% in fiscal 2024 and 2023, as per the company’s latest annual filing. The latest AI-policy focus follows news that NVIDIA Corp CEO Jensen H

LME三个月期铝触及3690美元/吨，创下自2022年3月以来的最高水平，目前涨幅3.1%。

Traders work on the floor at the New York Stock Exchange. Brendan McDermid | Reuters Treasury yields rose Wednesday as investors digested the implications of hotter-than-expected wholesale prices in April. The yield on the 10-year U.S. Treasury note — the key benchmark for U.S. government borrowing — was last up more than 1 basis point at 4.487%. It had risen as much as 3 basis points to hit a high of 4.49%, reaching its highest level since July 17. The 2-year Treasury note yield, which more closely tracks short-term Federal Reserve interest rate policy, was less than 1 basis point higher at 4.002%. The longer-dated 30-year Treasury bond yield was up more than 1 basis point at 5.046%. It had earlier advanced 2 basis points to 5.05%, its highest level since July 17. One basis point is equal to 0.01%, and yields and prices move in opposite directions. The producer price index rose a seasonally adjusted 1.4% for the month, much higher than the 0.5% Dow Jones consensus forecast and the upwardly revised 0.7% March increase. This was the largest monthly gain since March 2022. On an annual basis, the index was up 6%, the biggest increase since December 2022. "Wednesday's PPI was strikingly elevated as producers are feeling the ripple effects of $100 per barrel oil, which is raising the cost of production across the board, as energy is arguably the most critical input cost," said Clark Bellin, president and CIO of Bellwether Wealth. The Bureau of Labor Statistics reported Tuesday that non-seasonally adjusted consumer prices rose at an annual rate of 3.8% in April — the highest since May 2023. That was more than the 3.7% year-over-year inflation expected by economists polled by Dow Jones. Annual core inflation, excluding food and energy, rose by 2.8%, also above the 2.7% anticipated by economists. By either measure, inflation is running far hotter than the central bank's stated goal of 2%, which the Fed seeks in order to meet its objective of ensuring stable prices in the ec...

格隆汇5月13日｜LME三个月期铝触及3690美元/吨，创下自2022年3月以来的最高水平，目前涨幅3.1%。

Adobe (NASDAQ:ADBE) has had a brutal year, but our model sees a meaningful recovery ahead. The stock currently trades at $240.83, down 39.18% over the past year. Our 24/7 Wall St. price target for Adobe is $326.26, implying 35.47% upside over the next 12 months. Our model carries a 90% confidence level on the target. The ... Price Prediction: Adobe Is Poised For A Strong Rebound

For decades, astronomers looking through telescopes like Hubble have been trying to catch a glimpse of the ancient epoch when the Universe's first generation of stars ignited. But the small galaxies that were the building blocks of the cosmos we know today were too faint to spot, even by the most powerful instruments. Now it seems astronomers finally have two things on their side: the Webb Space Telescope and a bit of luck. In a recent paper in Nature, a team of scientists led by Kimihiko Nakajima, an astronomer at the Kanazawa University, Japan, used the James Webb Space Telescope to observe an ultra-faint galaxy called LAP1-B as it existed roughly 800 million years after the Big Bang. It’s the most chemically primitive galaxy we’ve ever seen. The magnifying glass The LAP1-B is 13 billion light-years away from Earth. To observe an object that faint and distant, even the huge, gold-coated beryllium mirrors of JWST were not enough on their own. We spotted it due to a massive cluster of galaxies called the MACS J046, which warps the spacetime between us and the LAP1-B. Read full article Comments

All I want is someone to help me spend my money without treating me with contempt. Thank goodness for those small, independent shops – they nail it every time Let us all rise to acclaim the local shop, the little independent establishment that always seems to have exactly what you went in for. These places are not many in number, so we must be sure to celebrate those that remain with us. Their prices might – might – be a little higher than a bloated multiple owned by some faceless private equity operation, but surely, if this is the case, it is a price worth paying. I find most shopping rather like watching my football team – a reliable source of disappointment. It’s not that I’m a particularly exacting customer. All I ask is for someone to serve me; ideally someone who doesn’t appear unhappy about taking my money off me. If they’re actively cheerful, helpful or knowledgable, so much the better. It’s not much to ask, is it? When I tell you what I’m looking for, please don’t look at me like an idiot for asking. In a health food shop the other day, I enquired as to the whereabouts of the nut roasts and she looked at me as if I’d asked for moonrock. Continue reading...

Every weekday, the CNBC Investing Club with Jim Cramer holds a "Morning Meeting" livestream at 10:20 a.m. ET. Here's a recap of Wednesday's key moments. 1. Stocks pulled back Wednesday after a hotter-than-expected inflation report raised concerns that the Federal Reserve may have less room to cut interest rates later this year. The producer price index rose 1.4% in April, seasonally adjusted, well above the consensus estimate of a 0.5% increase. On an annual basis, the index climbed 6%, marking its biggest increase since 2022. The report comes one day after the Bureau of Labor Statistics reported that the consumer price index rose 3.8% from a year ago. The PPI reading pushed Treasury yields higher, with the 10-year yield hovering around 4.45%. Still, the Nasdaq Composite was up, powered by a rebound in tech stocks. Many semiconductor and AI names bounced back after Tuesday's sharp sell-off, though Jeff Marks, director of portfolio analysis for the Club, cautioned against chasing names that made parabolic moves. 2. Shares of Club holding Nvidia jumped 2%, fueled by optimism surrounding CEO Jensen Huang's trip to China alongside President Donald Trump . Investors are hopeful the visit could eventually lead to a reopening of chip sales in the region, though Jeff said that is not the Club's main focus. "It would be great if it happened for Nvidia, but not something we're banking on," he said. Instead, Jeff said he is paying closer attention to the possibility of a major aircraft order for fellow Club name Boeing . Reports suggest China could order as many as 500 planes, which Jeff said would be a meaningful catalyst for the aerospace giant. 3. Club name Qnity Electronics pulled back slightly after surging nearly 10% Tuesday on a strong beat-and-raise quarter . Jeff called the move lower "totally acceptable" following the stock's massive rally. Qnity's stock has more than doubled this year and remains one of the Club's top performers. Most analysts, including the Club, r...

One Reason I Can’t Stop Buying Broadcom Stock 24/7 Wall St.

Dazman/E+ via Getty Images BHP's ( BHP ) incoming CEO Brandon Craig said late Tuesday the company will seek to shore up long-term growth options , including through exploration and potential "bolt-on" acquisitions to ensure it has options to grow well beyond 2035. "One of my priorities ​will be ensuring we have options to grow well beyond 2035. That means increasing exploration, seeking opportunities to partner ​with peers to unlock value in adjacent ​operations and by executing smaller 'bolt on' acquisitions when the value ‌case ⁠supports them," said Craig, who will succeed Mike Henry as CEO on July 1. BHP ( BHP ) will continue to focus on value and will not grow for growth's sake, Craig said at a Bank of America ​conference in Miami. "We will continue disciplined, consistent growth - developing the pipeline already in front of us and staying ready to act when value-accretive opportunities emerge," the CEO said . BHP ( BHP ) shares, ​up 50% YTD, reached a record high of $90.91 in U.S. trading on ​Wednesday. More on BHP Group BHP: Focusing On Long-Term Prospects, While Trading Short-Term Volatility (Rating Upgrade) BHP Group Presents at 35th BMO Global Metals, Mining & Critical Minerals Conference - Slideshow BHP Group Is A Better Fit For All-Weather Portfolios Than Rio Tinto