Core Viewpoint - Rio Tinto and Glencore are in preliminary discussions regarding a potential merger, which could create the world's largest mining company with a market value exceeding $200 billion, marking a significant event in mining history [1] Group 1: Merger Discussions - Both companies have confirmed they are discussing a potential merger, which may involve an all-stock acquisition [1] - The last negotiation attempt between the two companies failed over a year ago due to valuation differences [7] - The merger could significantly enhance their competitiveness against BHP, the current largest mining company [5] Group 2: Market Impact - Following the announcement, Rio Tinto's stock fell over 3% in pre-market trading, while Glencore's stock rose over 8% [2] - The mining industry is currently experiencing a wave of mergers and acquisitions, driven by the high demand for copper, a critical metal for energy transition [4] Group 3: Company Strategies and Challenges - Rio Tinto's new CEO, Simon Trott, aims for a 50% increase in profits by 2030 through rising copper production and cost reductions [5] - Glencore, as the world's largest coal producer, presents a challenge for Rio Tinto, which has exited the coal business, raising concerns about cultural differences between the two companies [5][7] - Glencore's CEO, Gary Nagle, views the merger as a logical step, but the valuation gap between the two companies has widened since previous discussions [7] Group 4: Copper Market Dynamics - Copper prices are near historical highs, driven by supply constraints and increased demand from sectors like artificial intelligence and defense spending [8] - The merger would significantly boost Rio Tinto's copper production and provide access to the Collahuasi copper mine in Chile, one of the richest copper mines globally [8] - Despite Rio Tinto's substantial copper assets, a significant portion of its profits still comes from iron ore, similar to its larger competitor BHP [9]

财联社记者从业内获悉，银华基金旗下基金经理刘辉因疾病逝世，享年54岁。 公开资料显示，刘辉于2016年11月加入银华基金，任权益投资管理部团队长、基金经理，管理银华内需精选混合、银华同力混合、银华创 业板两年期定开等3只基金，合计管理规模为32.81亿元，在管基金最佳回报154.82%。 ...

据长江日报， 1月9日上午 ，武汉市第十五届人民代表大会第六次会议举行第三次全体会议。 经大会投票选举，熊征宇当选武汉市市长。 ...

下载财联社APP获取更多资讯 准确 快速 权威 专业 7x24h电报 头条新闻 VIP资讯 实时盯盘 财政部、税务总局发布关于调整光伏等产品出口退税政策的公告： 自2026年4月1日起，取消光伏等产品增值税出口退税。自2026年4月1日起至2026年12月31日，将电池产品的增值税出口退税率由9%下调至6%； 2027年1月1日起，取消电池产品增值税出口退税。 对上述产品中征收消费税的产品，出口消费税政策不作调整，继续适用消费税退（免）税政策。本公告所列产品适用的出口退税率以出口货物报关 单注明的出口日期界定。 ...

Core Viewpoint - Baotou Steel and Northern Rare Earth have announced an increase in the associated transaction price of rare earth concentrate for the first quarter of 2026 to 26,834 yuan/ton (excluding tax, REO=50%) [1][2]. Group 1: Price Adjustment Announcement - Baotou Steel's announcement states that the price adjustment mechanism for rare earth concentrate was approved at the 2022 annual shareholders' meeting, with the new price set at 26,834 yuan/ton for Q1 2026 [1]. - Northern Rare Earth also confirmed the same price adjustment based on its pricing method and calculations approved in its management meeting [1][2]. - The price for Q4 2025 was previously set at 26,205 yuan/ton, indicating a quarter-on-quarter increase of 2.4% [1]. Group 2: Pricing Mechanism - The unified pricing adjustment mechanism between Northern Rare Earth and Baotou Steel began on April 1, 2023, allowing for quarterly price adjustments based on a fixed pricing formula [2]. - The agreement stipulates that the management will calculate and adjust the prices in the first week of each quarter, followed by the signing of new supply contracts or supplementary agreements [2]. Group 3: Historical Price Trends - Since Q4 2024, the price of rare earth concentrate has seen a continuous increase for six consecutive quarters, recovering from a significant drop of 46.05% from a high of 31,030 yuan/ton in Q2 2023 to 16,741 yuan/ton in Q3 2024 [3][5]. - The price fluctuations indicate a recovery trend starting from Q4 2024, with the current price reflecting a significant rebound from previous lows [5].

2026年全球市场开局强劲。但投资者可能会在本周五面临今年第一个真正的考验——美国劳工部将于北京时间今晚21点半公布12月就业数 据。而在同一天，美国最高法院还将就美国总统特朗普大部分关税的合法性做出最终裁决。 期权市场的交易员们目前正严阵以待，准备迎接可能是今年迄今为止波动性最大的一个交易日 ——标普500指数预计将出现大幅波动。根据 盈透证券首席市场策略师Steve Sosnick的说法，以周五到期的平值合约的定价估算，标普500指数周五预计将出现上下至少0.9%的波动。 Sosnick还质疑投资者是否已足够谨慎。他在一则评论中表示，"相对平静的市场意味着仍有一些意外发生的可能性。" 非农前瞻：两个多月来最"靠谱"的美国就业数据要来了？ 今晚这份非农报告之所以备受瞩目，在一定程度上或许是因为在不少业内人士看来，这或许是美国政府去年10月经历史上最长停摆以来所出 炉的"第一份相对靠谱的就业数据"。这也令这份报告的重要性不言而喻 ——今晚数据要么会巩固市场对美联储本月维持利率不变的预期， 要么会增强市场对美联储可能连续第四次降息的看法…… Natixis北美美国利率策略主管John Briggs就表示，12月 ...

毛宁表示，韩国总统李在明访问日本，这是韩日之间的事情，我不作评论。我想说的是，国与国之间的交往应当有利于维护地区的和平稳定。 据北京日报， 1月9日，外交部发言人毛宁主持例行记者会。 法新社记者提问，韩国总统李在明结束访华行程后，下周将访问日本，会和高市早苗首相会面。中方对他此访有何评论？韩国希望加强与日本的合 作，中方对此有何评论？ ...

据财联社盯盘数据显示，沪深两市成交额突破3万亿，较昨日此时放量近3000亿，时隔73个交易日后再度站上3万亿大关，也是两市成交额今年首 次，历史第五次突破3万亿。此前在2024年10月8日、2025年8月25日、8月27日和9月18日，两市成交额曾四次突破3万亿。 | F | | 两市成交额(亿元) | | --- | --- | --- | | T | 2024-10-08 | 34549.33 | | N | 2025-08-27 | 31655.63 | | nn | 2025-08-25 | 31411.36 | | चा | 2025-09-18 | 31351.72 | | Un | 2025-08-28 | 29708.02 | | (5) | 2024-10-09 | 29426.78 | | 1 | 2025-09-02 | 28749.92 | | | 2026-01-07 | 28542.19 | | 10 | 2026-01-06 | 28065.75 | | 10 | 2026-01-08 | 28003.84 | | 11 | 2025-08-29 | 27982.96 | | 1 ...

据北京日报，1月9日，外交部发言人毛宁主持例行记者会。路透社记者就美国总统特朗普日前涉台言论提问。 毛宁指出，台湾是中国领土不可分割的一部分，台湾问题纯属中国内政，解决台湾问题是中国人自己的事，不容外部干涉。 ...

今日A股市场震荡拉升， 沪指高开高走突破4100点 ，深成指涨超1%。沪深两市成交额3.12万亿，较上一个交易日放量3224亿，时隔73个交易日后再 度站上3万亿大关，历史第五次突破3万亿。 盘面上，市场热点快速轮动， 全市场超3900只个股上涨，连续2日超百股涨停 。从板块来看， AI应用概念集体爆发 ，二十余只成分股涨停，引力传 媒5天4板，省广集团、会畅科技、粤传媒、易点天下涨停。商业航天概念反复活跃，鲁信创投11天9板，中国卫通9天5板，金风科技4连板，航天电 子6天4板。可控核聚变概念延续强势，弘讯科技、中国一重双双3连板。 下跌方面，脑机接口概念下挫，美好医疗、倍益康跌超10%。 下载财联社APP获取更多资讯 准确 快速 权威 专业 7x24h电报 头条新闻 VIP资讯 实时盯盘 01-09 15:12:36 沪 4120.43 +37.45 +0.92% 7.30亿手 之 高 4121.72 成交量 开 4086.76 最 ​​ n ( 4082.98 最 俱 4083.62 成交额 1.29万亿 ▲ સ્ટેમ્પે 周K 月K 分钟 ▼ 王日 (0) MA5:4079.25 MA10:402 ...