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外汇交易员· 2025-09-22 03:19
Strategic Initiatives - India is considering establishing a strategic reserve of critical minerals for emergency use in defense manufacturing [1] - This marks India's first publicly announced strategic reserve plan for critical minerals used in defense [1] - The Indian cabinet approved a 15 billion Rupee (approximately $180 million USD) incentive plan to promote the recycling of critical minerals from batteries and e-waste [1] Supply Chain Security - India is increasing efforts to secure rare earth supplies [1]
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外汇交易员· 2025-09-22 02:40
Growth Target - The steel industry aims for an average annual increase of approximately 4% in added value over the next two years (2025-2026) [1] Capacity and Output Control - Implementation of precise regulation of production capacity and output, along with hierarchical and categorized management of steel enterprises [1] - Strict prohibition of new production capacity, guiding resource elements towards superior enterprises, and promoting the survival of the fittest through output regulation to achieve dynamic supply-demand balance [1] Transformation and Upgrading - "Equipment renewal" and "low-carbon transformation" are identified as the two core competitive themes for the future [1] - Steel enterprises must accelerate the elimination of outdated equipment, especially restricted production equipment such as old blast furnaces and converters [1] - By the end of 2025, over 80% of steel production capacity should complete ultra-low emission transformation [1]
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外汇交易员· 2025-09-22 01:31
Stock Performance - Anta's Hong Kong stock opened low by 4.6% and then fell over 6% on Monday [1] Brand & Reputation - Arc'teryx issued an apology letter on Chinese social media platforms, committing to review project ecological impact under government supervision [1] - The company will invite third-party assessment and remediation based on results, while promoting Tibetan environmental protection plans and cultural public welfare projects [1] Company Strategy - Anta Group led a consortium to acquire Amer Sports in 2019, indirectly owning the Arc'teryx brand [1]