Intensified supply-demand imbalances have transformed sulfur into a high-value commodity, with prices surging approximately 80% year-to-date. The ability to reduce costs has become a core competency for downstream enterprises.
① The widening 'scissors gap' between supply and demand has led to a nearly 600% increase in sulfur prices over a period of about one and a half years, ushering in a supercycle for the industry; ② Analysts believe that conflicts in the Middle East have exacerbated the trend of tight sulfur supply, and the market outlook is likely to remain strong; ③ Downstream enterprises are adopting measures such as strengthening reserves at lower prices, striving to secure sulfur at average prices, and purchasing pyrite for acid production to cope with the situation.
Stock prices surged following the announcement! Duan Yongping declared a portfolio shift, making a significant investment in Pop Mart.
Since March this year, Duan Yongping has shown great affection for Pop Mart and has frequently commented on the company on social media recently.
Express News | Duan Yongping announced a shift in his investment portfolio to Pop Mart.
May 4, 2026 Jinshi Futures Morning Report: The US Central Command has announced its support for the operation to clear stranded vessels in the Strait of Hormuz.
Morning Peak in Futures - Audio Edition Hotspot Guide 1. The U.S. Central Command: Will provide support for the疏导 operation of ships stranded in the Strait of Hormuz. 2. There is still uncertainty regarding the intensity of the possible El Niño phenomenon this year. According to the Australian Bureau of Meteorology, model predictions vary from weak-to-moderate events to potentially strong events based on the warming levels in the tropical central Pacific Ocean (relative to the Nino 3.4 Index). 3. Regulations released last Friday by Indonesia's Ministry of Energy show that Indonesia has set the benchmark price for coal with a calorific value of 5,300 kcal/kg for the first half of May at $79.56 per ton. 4. The World Bank
Latest Holdings Update of the Social Security Fund! In Q1, it Newly Entered the Top 10 List of Tradable Shareholders for 282 Stocks, with Shengong Development Receiving the Most Additions.
① Following the completion of the Q1 earnings reports of A-share listed companies, the Social Security Fund has newly entered the top ten list of circulating shareholders for 282 individual stocks; ② Among them, Shengnong Development saw the largest number of new holdings by the Social Security Fund, reaching three institutions; ③ Attached is a list of A-share stocks with the largest increase in institutional holdings by the Social Security Fund in Q1 (see appendix).
AI Computing Power 'Unprecedented Prosperity' Achieved! Trillion-Dollar Giant's Q1 Net Profit Doubles | Post-Market Announcement Highlights
A trillion-yuan 'contract manufacturing giant' doubles its net profit year-on-year in a single quarter; a 'star stock' in the domestic computing power chip sector announces an ambitious profit distribution plan; a leading company in the resources segment reports a nearly 30-fold surge in quarterly net profit...