新华百货(600785.SH)公告称，关注到有个别投资者在相关媒体平台发布不实言论及传闻，针对公司控 股股东协议转让股份事宜，涉及后期将向公司注入 半导体、 集成电路、芯片等相关资产，引发公司股 票市场波动。经核实，目前均不存在市场传闻所述事项。公司当前经营主业为商业零售，经营活动、经 营秩序正常，外部市场环境、行业政策亦未发生重大变化。 ...

美国11月PPI录得3%，为7月以来新高，市场预期为2.7%。 ...

1月14日，广州市委财经委员会召开会议。市委副书记、市长、市委财经委员会副主任孙志洋强调，要 坚持目标导向、问题导向、结果导向，建立健全经济运行监测体系，从行业到企业逐层精准穿透分析， 及时发现问题、调整政策，"一业一策"抓好重点行业培育，"一企一策"加强头部企业服务，提升抓经济 工作的有效性。要升级打造产业版营商环境，用足用好存量政策，加力推出增量政策，强化用地、用能 等要素保障，降低制度性交易成本，扩大制度型开放，持续增强企业获得感。要全力以赴抓投资、抓项 目、抓招商，主动对接重点企业战略布局与转型需求，谋划引进一批投资规模大、带动能力强、综合效 益高的优质项目，加快重点项目建设，为实现"开门红"、确保"全年胜"提供坚实支撑。 ...

1月14日，广州市委财经委员会召开会议。市委书记、市委财经委员会主任冯忠华强调，要推动工业稳 盘挖潜，坚持生产、销售两端协同发力，全力服务重点企业扩大生产、抢占市场，推动汽车、电子、医 药等重点行业平稳增长，培育壮大 低空经济、智能驾驶、 人工智能等新增长点，筑牢经济稳增长底 盘。要推动服务业扩能提质，分类施策支持平台企业发展，促进金融业稳健增长，以"好房子"建设推动 房地产市场平稳健康发展，推动批发业稳存量拓增量，更好发挥服务业重要支撑作用。要推动投资扩量 增效，发挥好专项债、新型政策性金融工具等作用，持续推动工业、城市更新、基础设施等领域投资加 力扩量，大力激发民间投资活力，推动项目建设加快形成更多实物工作量。 ...

上期所沪镍主力合约大涨5%，报148200元/吨。 ...

美国11月零售销售月率录得0.6%，为7月以来新高，市场预期为0.4%。 ...

1月14日，广州市委财经委员会召开会议。市委书记、市委财经委员会主任冯忠华强调，要牢固树立"项 目为王"的鲜明导向，集中力量抓实项目、激发动能，筑牢扎稳"开门红"的基础支撑。要加快项目开工 建设，逐月细化目标任务和进度安排，加快资金支出进度，推动项目早开工、早建设、早投产、早达 产。要谋实项目招引储备，统筹全市资源加大招商引资力度，谋划储备更多大项目好项目，提高项目成 熟度，争取更多项目纳入国家和省的盘子。要强化资源要素保障，全力争取、用足用好各级各类政策资 金，持续加大应用场景和 算力等资源供给力度，全周期优化审批服务，力促项目建设能早尽早、能快 尽快。 ...

1月14日，广州市委财经委员会召开会议。市委书记、市委财经委员会主任冯忠华强调，要推动消费提 质升级，持续放大"以旧换新"等政策撬动效应，加大优质商品和服务供给，积极培育消费新业态新模式 新场景，抓住春节等节点开展系列促消费活动，切实把消费流量转化为经济增量。要推动外贸外资保稳 增效，主动应对外部环境变化，抢时间、抢订单、抢出口，支持企业开拓" 一带一路"、东盟等国际市 场，吸引更多外资企业投资。 ...

伦镍日内大涨6.00%，现报18659.50美元/吨。 ...

Core Viewpoint - The company is actively engaging in research and development of its mining projects, particularly focusing on the Vatu Kola gold mine, which is expected to be the primary revenue source in the coming years, while also exploring potential mergers and acquisitions both domestically and internationally [1][2][8]. Group 1: Vatu Kola Gold Mine - The drainage work at the Vatu Kola gold mine has been largely completed, and the company is now working on restoring the mining face [1][3]. - The mine has approximately 18 million tons of tailings with a grade of about 1-1.5 grams per ton and a recovery rate of around 40% [1][10]. - The mine's gold products are primarily sold to an Australian refinery, with pricing based on the market price of gold on the day of shipment [1][12]. - The mine's sales revenue is projected to account for over 95% of the company's total revenue in 2024 [1][13]. Group 2: Exploration and Development - The North Island Kaxishan exploration project is set to begin geological exploration this year, with an estimated 2-3 years required to complete pre-production work, subject to approval processes [1][3][4]. - The Tibet Zhongjin project is currently in the geological survey stage, with further work planned based on survey results [1][6]. Group 3: Mergers and Acquisitions Strategy - The company is focusing on acquiring mining projects outside of the existing areas of the Zhajing Group in China and is prioritizing regions in Africa, Central Asia, and South America that maintain good relations with China [1][4]. - The preferred acquisition targets are projects that are either in production or nearing production, as they are more attractive and easier to finance [1][4]. Group 4: Operational Challenges and Risk Management - The company is addressing the disparity between the selected grade (approximately 3 grams per ton) and the geological resource grade (approximately 7 grams per ton) by improving mining methods and linking employee salaries to ore grades [2][9]. - The company has not engaged in hedging against currency risks, instead managing risks through coordinated procurement and sales in the same currency [2][7]. Group 5: Corporate Governance and Investor Relations - The company aims to deliver stable performance and adhere to sound governance practices to actively reward investors, reflecting its intrinsic value within the Zhajing Group [2][8]. - As of now, the company has not received any information regarding the integration of gold-related assets from the Zhajing Group [2][8].