-- 周一,受中东紧张局势加剧的影响,新西兰股市小幅收高,美伊为期两周的停火协议即将到期。 S&P/NZX 50 指数上涨 0.1%,或 9.8 点,收于 12,915.45 点。 美国扣押了一艘伊朗货船,伊朗最高军事指挥部誓言报复,导致中东紧张局势升级。美国总统特朗普表示,他将派遣特使前往巴基斯坦进行会谈。然而,伊朗国家通讯社报道称,伊朗拒绝与美国进行新的和平谈判。 特朗普表示,如果伊朗不接受他的条件,他将对伊朗发动新的打击。 在国内新闻方面,新西兰统计局数据显示,3 月份新西兰商品贸易顺差为 6.98 亿新西兰元,而 2 月份则为 3.647 亿新西兰元的逆差。商品出口额增长7.3%,达到79.4亿新西兰元;进口额增长9.6%,达到72.5亿新西兰元。 美国银行证券表示,预计新西兰第一季度消费者价格指数将环比上涨0.8%,同比上涨2.9%,略低于新西兰储备银行4月份修正后的3%的预测。 公司新闻方面,Channel Infrastructure(NZE:CHI,ASX:CHI)确认与新西兰政府达成协议,将在其位于马斯登角能源区的设施中新增9300万升柴油储存容量,相当于约9天的全国柴油需求量。 Genesis Energy(NZE:GNE,ASX:GNE)就其位于新西兰北岛亨特利发电站的电池储能系统项目二期工程做出了最终投资决定,该项目预计耗资约1.06亿新西兰元。 最后,Fletcher Building(NZE:FBU,ASX:FBU)表示,Fletcher Construction 出售给 Vinci Construction 的计划已获得新西兰的关键监管批准,包括海外投资办公室的同意以及商务委员会的确认,即不会对该交易进行进一步审查。
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Russian Energy Exports Crater as Ukrainian Strikes Paralyze Key Ports, Says Vortexa
Ukrainian drone strikes on Baltic and Black Sea infrastructure have significantly degraded Russia's oil export capacity, according to a Vortexa note from Friday.Aerial strikes have knocked about 800,000 barrels a day of Russian seaborne crude and condensate off the market since late March, it said.Clean refined product exports dropped by 400,000 b/d, while diesel and gasoil exports remain 200,000 b/d below year-ago levels, the note added.With key refineries like Nizhny Novgorod offline and port infrastructure damaged, Russia is struggling to capitalize on high global oil prices despite strong Asian demand, Vortexa analysts said.Russia has failed to divert surplus crude-unprocessed due to refinery outages into the export market. Vortexa attributed this to constrained loading terminals in the Baltic and Black Seas.While Primorsk remains stable, Ust-Luga crude exports are facing a 200,000 b/d deficit compared to 2025 levels, it noted.Vortexa noted that loading delays and damage at the Transneft Baltic terminal signal immediate vulnerability, preventing Moscow from fully capitalizing on tightened global energy balances as the conflict continues.
Market Chatter: Germany Begins Privatization of Seized Gazprom Germania Through Capital Raise
Germany has begun the process of privatizing Gazprom Germania, the German division of Gazprom which the country seized following Russia's 2022 invasion of Ukraine, the Financial Times reported on Monday.The company's Chief Executive Egbert Laege told the FT that it planned to raise 1.5 billion to 2 billion euros ($1.76-$2.35 billion) through a capital increase and invest the funds in the business's infrastructure assets.The company has been renamed Sefe which stands for Securing Energy for Europe. Its assets include gas storage and pipelines as well as a trading business in the UK known as Gazprom Marketing & Trading.European Commission rules state that the German government, which now controls 100% of the business, must sell at least 75% of that stake by the end of 2028, the article said.The Iran war had only increased the incentives to privatize the assets, Laege told FT. He said that Sefe was in discussion with the government over whether it has preferences or restrictions with regards to who is eligible to buy a stake in the company.After the initial capital increase, the government will seek to sell more of its shares in another separate process whose form has not yet been chosen, Laege said. He said the short timeframe for this could rule out an initial public offering, but said that was up to the government.The FT noted that some industry observers had speculated that the company's assets could be split up and sold separately. Others have suggested that Sefe could be merged with gas importer Uniper which was nationalized in 2022 after the loss of Russian gas exports to Europe.Sefe is certain to return its regulated assets and trading operations which complement each other, Laege said.Sefe could not be reached bywith a request for comment.(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.)
Skyworth Digital's Q1 Profit Rises as Revenue Jumps 39%
Skyworth Digital (SHE:000810) booked 82.9 million yuan in attributable profit for the first quarter, rising exponentially from 5.3 million yuan a year earlier, a Monday Hong Kong bourse filing by parent Skyworth Group (HKG:0751) said.Earnings per share were 0.0724 yuan, compared with 0.0047 yuan in the prior year.Revenue rose 39% year on year to 2.49 billion yuan, figures showed.