Profit per ton hits record high, initial signs of inventory reduction emerge—how long will the high prosperity of electrolytic aluminum last? | Fax

①The operating rate of downstream aluminum processing plants increased marginally in April compared to the previous month, and the destocking of electrolytic aluminum inventory has initially begun; ②The sales model of listed companies is predominantly cash-on-delivery with no inventory; ③Industry insiders expect the profitability of electrolytic aluminum to be sustainable, with the high-growth market conditions lasting for at least one year.

cls.cnMay 9 17:44

BYD accelerates its expansion in the B-end market.

Focus on high-end development.

wallstreetcnMay 9 17:00

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.

cls.cnMay 9 16:56

Hard Tech Investment Indicator | Four Departments: Promote the Bidirectional Empowerment of 'AI + Energy' DeepSeek Plans to Raise up to 50 Billion Yuan

1. Zheng Shanjie, Director of the National Development and Reform Commission, conducted a survey at the Shanghai Artificial Intelligence Laboratory; 2. The Ministry of Industry and Information Technology: Accelerate the formation of a catalog of artificial intelligence terminal products; 3. Stepwise Star will complete nearly 2.5 billion US dollars in financing.

cls.cnMay 9 13:58

ST Qingyue faces delisting over fraudulent issuance and has received a penalty of 173 million yuan from the CSRC. The company responded that it is actively cooperating to advance relevant work during the pre-penalty phase.

① The China Securities Regulatory Commission (CSRC) plans to impose a fine of 1.73 billion yuan on ST Qingyue, and a combined penalty of 33 million yuan on four responsible individuals, including the company's actual controller Gao Yudi, along with securities market bans ranging from 4 to 8 years; ② A lawyer stated that once a listed company under investigation by regulators receives a formal 'Notice of Proposed Administrative Penalty,' it will face certain risks of investor claims.

cls.cnMay 9 09:08

ST Qingyue and Yuandao Communications face delisting due to fraudulent issuance; the advance compensation system sees its second case this year | Quick Read Announcement

①ST Qingyue and Yuandao Communications have both received penalty notices from the CSRC due to fraudulent IPOs and financial fraud after listing; ②Several senior executives face fines and market bans, and ST Qingyue's intermediary agencies have proposed establishing a special fund for advance compensation.

cls.cnMay 8 23:44