-- 根据周三在上海证券交易所发布的公告，内蒙古包头钢铁联合（SHA:600010）第一季度归属于股东的净亏损为4.627亿元人民币，即每股亏损0.0102元人民币。 该公司去年同期实现归属于股东的净利润近4500万元人民币，即每股盈利0.0010元人民币。 营业收入同比下降14%，从上年同期的154亿元人民币降至133亿元人民币。
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Galp Energia Kept at Buy as BofA Notes Brazil Production, Namibia Potential
BofA Global Research affirmed its investment case for Galp Energia (GALP.LS), noting the Portuguese energy company's production growth "begins to bear fruit" in Brazil alongside long-term potential seen in Namibia."Galp's 1Q26 results showcased its first signs of growth, beating on EBITDA by 6%. We expect Bacalhau's continued ramp-up in Brazil to drive FY26e production up 17% Y/Y and c.30% by FY27e (vs FY25). We see discoveries in Namibia as Galp's key point of difference; we estimate these underscore a company reserve life of c.20yrs, which betters most European Integrated Oils. Namibia could represent towards ~100 [thousand barrels per day] net production to Galp by the early 2030s versus Within this context, the research firm trimmed its 2026 and 2028 EPS projections, alongside a 1% cut to its 2026 EBITDA estimate amid lower profitability in industrials and midstream. On the other hand, analysts raised their production forecast by 2% to 130kb/d, aligning with the top range of management's target of 125kb/d to 130kb/d.BofA also continues to expect a 10% free cash flow yield for the year at $93 per barrel Brent price, which analysts believe Galp can sustain through 2028, even at the $75/bbl Brent forecast.
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Asia
Yidu Tech Associate Wins Bid for Clinical Trial Site Management
Yidu Tech (HKG:2158) said its affiliate Yidu Cloud (Beijing) Technology won the bid for the clinical trial site management of the Pioneer2 study at the First Affiliated Hospital of Guangzhou Medical University, according to a Hong Kong bourse filing Tuesday.The healthcare solutions provider gained over 2% in late morning trade Wednesday.The project is valued at 4.1 million yuan, the firm said.
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Asia
Argosy Prioritizes Definitive Feasibility Study Works for Argentina Lithium Project 12,000 Tonnes-Per-Annum Development, Shares Fall 5%
Argosy Minerals (ASX:AGY) prioritized completing the definitive feasibility study works for the 12,000-tonnes-per-annum project development for the Rincon lithium project in Argentina, according to a Wednesday Australian bourse filing.Its demonstration facility operations remain suspended, with plant and equipment preservation works being conducted during the March quarter.It is engaging with local renewable energy providers to establish power purchase agreements to ensure a sustainable and cost-efficient energy supply. It is also re-engaging with Export Credit Agencies.The firm will assess its strategy to determine the best development avenue to evaluate the lithium brine potential and increase the value proposition of its Tonopah lithium project in Nevada, per the filing.Its shares fell over 5% in recent trading on Wednesday.
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