-- 瑞银证券周一发布报告，首次对康斯坦铝业（Constellium，股票代码：CSTM）股票进行评级。报告指出，受232条款关税的影响，未来两到三年内，康斯坦铝业的废旧饮料罐价差有望持续走高。 分析师表示，由于新增和部分产能中断导致的罐体板材产能下降，预计废旧饮料罐价差将有所缓和，这对康斯坦铝业构成不利影响。但瑞银证券认为，罐体板材产量的增长以及高利润率的航空航天和汽车铝制品需求的反弹，可以部分抵消这一影响。 报告指出，康斯坦铝业通过其包装及汽车轧制产品部门，为投资者提供直接参与废料价差交易的机会。该部门超过75%的产量来自罐体板材。 报告还指出，市场低估了废旧饮料罐价差持续走高的可能性，市场普遍预期2027年价差约为52%，而瑞银的预期为55%。 瑞银维持对康斯坦铝业的“买入”评级，目标价为38美元。 周二交易中，康斯坦铝业的股价上涨超过7%。
Price: $33.10, Change: $+2.26, Percent Change: +7.33%
3:00 Tuesday vs 3:00 Monday2yr 99-20 vs 99-19; 3.934% vs 3.962%5yr 99-04 vs 99-00+; 4.069% vs 4.093%10yr 97-23 vs 97-14+; 4.413% vs 4.447%30yr 96-13+ vs 95-23+; 4.980% vs 5.026%2/10 47.739 bps vs 48.280 bps5/30 90.966 bps vs 93.109 bps
Japan is accelerating talks on a yen-denominated energy loan for South Africa while promoting ammonia co-firing technology, Bloomberg said Tuesday, citing Japanese diplomatic officials.Japan will use the proposed loan to support South Africa's energy transition, though it did not disclose the amount, the report said, citing officials.Japan's initiative adds to about $10 billion in climate financing already pledged to South Africa by European countries under an existing energy transition agreement.Germany and Japan are expanding efforts to position their companies in South Africa, targeting opportunities in a market with strong solar and significant green hydrogen production potential.Leaders first discussed the loan during a meeting between President Cyril Ramaphosa and former Japanese Prime Minister Shigeru Ishiba in Yokohama in August, the report added.Japan is promoting ammonia co-firing, which replaces part of coal use at power plants with ammonia to reduce emissions while maintaining existing infrastructure.South Africa can produce green hydrogen using its solar and wind resources, then convert it into ammonia for easier storage and transport, supporting cleaner energy pathways.However, critics say ammonia co-firing could extend the life of coal plants, as South Africa still generates about three-quarters of its electricity from coal, the report noted.has reached out to South Africa's Department of Electricity and Energy for any comments.(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.)
Price: $78.25, Change: $+3.79, Percent Change: +5.09%