-- 据《日经新闻》周五报道，由于出口管制日益收紧，Ulvac（东京证券交易所代码：6728）计划将稀土磁体生产设备的生产线从中国迁至日本。 这家在真空烧结炉和熔炼炉市场占据主导地位的公司此前一直将所有此类设备的生产都设在中国。报道称，对潜在出口限制的担忧促使该公司做出这一转移。 Ulvac将于今年夏季在其位于神奈川县茅崎市的工厂新增熔炼炉产能，年产量可达12台。报道称，该产能相当于约2.4万吨磁体产量，主要用于电动汽车和数据中心的钕磁体。 报道称，Ulvac预计到2030年，全球对稀土磁体的需求将超过40万吨，其新增产能有望满足该需求的约15%。 （市场动态新闻来源于与全球市场专业人士的对话。这些信息据信来自可靠来源，但可能包含传闻和推测。准确性无法保证。）
Related Articles
Asia
Market Chatter: China Resumes Yttrium Exports to US in March
China shipped 60 tons of yttrium oxide to the U.S. in March, marking its first major rare earth export since imposing tight controls in April 2025 at the height of trade tensions, Reuters reported Thursday.The volume is 50% higher than all yttrium sent to the U.S. since restrictions began, according to the report.Even after a trade truce, yttrium shipments had remained largely blocked, causing shortages and halting production for aerospace and semiconductor firms, which rely on the mineral for heat-resistant coatings, Reuters wrote.Prices surged 6,900% in the year through February, pushing affected companies to press Washington to act, according to the report. Even with the March shipment, exports over the past 12 months are down 75% from the previous year.(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)
$^SSEC$^SZSE
Equities
Subsea 7 Alliance Secures Contract with ExxonMobil for Project Offshore Angola
Subsea 7 (SUBC.OL) said Thursday its Subsea Integration Alliance with SLB OneSubsea secured a contract for an ExxonMobil project offshore Angola.The engineering, procurement, construction, and installation contract is valued between $150 million and $300 million. It will involve work on a subsea tie-back linked to the redevelopment of the Likembe project in Block 15.The Norwegian subsea engineering group will oversee project management and engineering under the contract, while its partner SLB OneSubsea will execute the umbilical scope.
$SUBC.OL
Asia
ANZ Group Less Vulnerable Than Peers to Inevitable Retail Deposit Pricing Changes, Jarden Says
ANZ Group Holdings (ASX:ANZ, NZE:ANZ) is "much less vulnerable" to inevitable information technology-driven changes to retail deposit pricing than its major bank peers, Jarden said in a Friday note following the company's fiscal first-half results.The company's cash net profit after tax of AU$3.78 billion exceeded both consensus and Jarden's estimates by around 3%.The equity research firm said it seeks clarity on how ANZ plans to extend and leverage its leadership in institutional and New Zealand banking, whilst closing gaps in the Australian retail and business segments.It added that ANZ has a clear, distinctive target to increase return on tangible equity to 12% by fiscal year 2028 and 13% by fiscal year 2030 by "unlocking efficiency dividends from right sizing, simplification and synergy extraction."Jarden maintained an overweight rating on ANZ Group with a price target of AU$35.
$ASX:ANZ$NZE:ANZ