【外交部：#反华势力炮制新疆强迫劳动谎言#】#外交部回应美方机构抹黑中国#11月14日，外交部发言 人林剑主持例行记者会。彭博社记者提问，摩根士丹利正面临美国众议院中国特设委的调查，调查该银 行在承销紫金黄金国际公司公开募股时是否进行了尽职调查，争议在于这笔交易可能帮助了中国企业紫 金矿业。而紫金矿业因涉嫌在新疆使用"强迫劳工"而被美国列入黑名单。外交部对该调查有何评 论？"我不了解你提到的商业行为。"林剑对此表示，所谓新疆存在"强迫劳动"，完全是反华势力炮制的 谎言。我想说的是，一个惯于无中生有、抹黑中国的美方机构，反复翻炒一个早已被事实揭穿的虚假叙 事，无理打压中国企业，只会让世人进一步看清这个机构毫无信誉、大搞政治操弄的本质，最终伤及美 方自身的利益和信誉。（@北京日报 记者 刘晓琰 视频来源：环球时报） ...

外资素有"聪明资金"之称，其买卖动向往往被市场视为风向标，随着A股三季报披露完毕，外资持仓格 局也逐渐清晰。 在A股市场，外资主要包括通过陆股通进入的北向资金，以及合格境外机构投资者（QFII）和人民币合 格境外机构投资者（RQFII）。Wind数据显示，截至三季度末，3554家A股公司获外资持股，合计持股 1161亿股，较二季度末减少166亿股，但受市场整体走强推动，总市值仍达2.73万亿元，较上季度末上 涨12.4%。其中，北向资金持股占比逾九成。 估值修复推动科技制造走强 电子、汽车、化工成外资加仓主力 Wind数据显示，三季度末外资合计持有A股1161亿股，较上季度末减少166亿股。随着A股整体上行， 三季度末总市值为2.73万亿元，较上季度末上涨12.4%。其中，陆股通（北向资金）持股1073亿股，占 比超过九成，总市值约为2.58万亿元；QFII/RQFII持股87.6亿股，总市值约1504亿元。 这并非外资持股的全部资金。根据央行披露数据，今年9月末境外机构和个人持有境内股票3.54万亿 元，连续四个月站上3万亿元，创下近32个月新高，外资整体加配A股趋势明显。 行业层面，电子、化工、汽车等成长 ...

有记者提问，摩根士丹利正面临美国众议院中国特设委的调查，调查该银行在承销中国紫金黄金有限公 司公开募股时是否进行了尽职调查，争议在于这笔交易可能帮助中企紫金矿业。而紫金矿业因涉嫌在新 疆使用"强迫劳工"而被美方列入制裁名单。外交部对该调查有何评论？ 林剑：我不了解你提到的商业行为。所谓新疆存在"强迫劳动"，完全是反华势力炮制的谎言。我想说的 是，一个惯于无中生有抹黑中国的美方机构，反复翻炒一个早已被事实揭穿的虚假叙事，无理打压中国 企业，只会让世人进一步看清这个机构毫无信誉、大搞政治操弄的本质，最终伤及美方自身的利益和信 誉。(完) 中新网北京11月14日电 (记者 张蔚然)中国外交部发言人林剑14日主持例行记者会。 ...

Core Viewpoint - Morgan Stanley is under investigation by the U.S. House of Representatives' China Select Committee regarding its due diligence in underwriting the IPO of Zijin Mining Group, which is linked to allegations of forced labor in Xinjiang [1] Group 1: Company Investigation - The investigation focuses on whether Morgan Stanley conducted adequate due diligence during the underwriting process for Zijin Mining Group's IPO [1] - The controversy arises from Zijin Mining's association with allegations of forced labor in Xinjiang, leading to its blacklisting by the U.S. [1] Group 2: Government Response - The Chinese Foreign Ministry spokesperson dismissed the allegations of forced labor in Xinjiang as fabrications by anti-China forces [1] - The spokesperson criticized the U.S. institution for its lack of credibility and accused it of political manipulation that ultimately harms U.S. interests and reputation [1]

Core Views - The report emphasizes that the metal industry is expected to see a rise in prices and profitability due to supply-demand dynamics and interest rate cuts, with a focus on industrial metals like copper and aluminum [5][6][10]. Industrial Metals - Copper prices are projected to rise as the global copper market faces a supply shortage of approximately 1% in 2026 and 0.5% in 2027, primarily due to the anticipated recovery of the Grasberg and Panama copper mines [5][23]. - The report notes that the Grasberg copper mine's production cut has led to a significant upward adjustment in copper price expectations, with a potential price increase from 79,000 CNY/ton to 82,000-83,000 CNY/ton [21][24]. - Aluminum profitability is expected to increase further, with China's electrolytic aluminum capacity utilization reaching 98%, indicating a tight supply-demand balance that could lead to price surges if demand exceeds expectations [5][30]. Precious Metals - The long-term outlook for gold remains positive, driven by factors such as weakening U.S. non-farm data, manageable inflation, and a dovish stance from the Federal Reserve, which is expected to lower interest rates further [6][10]. Energy Metals - Cobalt prices are anticipated to rise due to policy changes in the Democratic Republic of Congo, which has implemented an export quota system that could create a supply-demand gap of over 10% in the global cobalt market [7]. - The lithium industry is expected to enter a new growth cycle, with demand for energy storage batteries significantly exceeding previous forecasts, leading to a potential supply shortage if production does not keep pace [8]. Minor Metals - The strategic importance of rare earth metals is highlighted, with China maintaining a dominant position in global production and supply, which is expected to strengthen prices further [10]. - Tungsten prices may rise due to recovering overseas demand and relaxed export controls, while antimony prices are also expected to increase following recent export policy adjustments [11][12]. Uranium - The demand for uranium is projected to increase alongside the growth of nuclear power generation in China, with expectations of a significant rise in nuclear capacity by 2035 [13]. Recommended Stocks - The report suggests a selection of stocks across various metal sectors, including copper, aluminum, precious metals, energy metals, and minor metals, indicating a diversified investment strategy [14].

据招股书介绍，巨型工程轮胎通常是指轮辋直径在49英寸及以上的工程轮胎，主要装备于载重量大、行 驶条件苛刻的大型矿用自卸车、装载机等工程机械。巨型工程轮胎对于生产厂家的研发能力、技术储 备、生产能力、质量控制等方面提出了更高要求。 目前全球仅有少部分轮胎制造企业具备大规模批量生产全钢巨胎的能力，国际三大品牌在全钢巨胎领域 的全球市场份额合计占比在80%以上。而根据弗若斯特沙利文行业研究报告，按照产量计算，全钢巨胎 全球市场规模由2017年的16.7万条增长至2022年的21.5万条，年复合增长率为5.18%，市场持续处于供 不应求状态。 11月14日，可申购深证主板的海安集团（001233.SZ），主营业务包括巨型全钢工程机械子午线轮胎的 研发、生产与销售，以及矿用轮胎运营管理业务。公司为国家高新技术企业，于2021年被工业和信息化 部评为国家级专精特新"小巨人"企业，于2018年被工业和信息化部评为"服务型制造示范企业"。 | 打新早知道 | | | 南川实计 | | --- | --- | --- | --- | | 今日申购 | | | | | 001233.SZ 海安集团 | | | | | 发行价(元 ...

Market Performance - On November 13, the A-share market experienced a significant rally, with the Shanghai Composite Index reaching a ten-year high and the ChiNext Index rising over 2% [2] - The Shanghai Composite Index closed at 4029.5, up 0.73%, while the Shenzhen Component Index rose 1.78% to 13476.52, and the ChiNext Index increased by 2.55% to 3201.75 [3] - The total trading volume in the Shanghai and Shenzhen markets was 2.04 trillion yuan, an increase of 969 billion yuan compared to the previous trading day [2] Sector Performance - The lithium battery industry chain saw widespread gains, with significant activity in the consumer sector and a notable surge in the Fujian sector [2] - A total of 104 stocks hit the daily limit up, while the oil and gas sector faced declines [2] - Energy metals, battery, and non-ferrous metals sectors led the gains, while sectors like fentanyl and oil and gas experienced the largest declines [2] International Market Overview - On the same day, U.S. stock indices saw significant declines, with the Dow Jones Industrial Average dropping 797.60 points (1.65%) to 47457.22, and the Nasdaq Composite falling 536.10 points (2.29%) to 22870.36 [4] - European markets also closed lower, with the FTSE 100 down 1.05% and the DAX index down 1.39% [4] - International oil prices saw slight increases, with WTI crude oil rising 0.34% to $58.69 per barrel [4] Financial Data - As of the end of October, China's social financing scale stock was 437.72 trillion yuan, reflecting a year-on-year growth of 8.5% [6] - The broad money supply (M2) stood at 335.13 trillion yuan, with a year-on-year increase of 8.2% [6] Regulatory Developments - The Chinese government is reinforcing export controls on rare earth materials to maintain national security and stability [7] - The market regulatory authority plans to enhance anti-monopoly and anti-unfair competition enforcement to address "involution" competition issues [8] - A new revised "Commercial Bank M&A Loan Management Measures" is set to be released to support mergers and acquisitions, particularly for tech companies [9] Corporate News - Alibaba has secretly launched the "Qianwen" project, aiming to develop a personal AI assistant to compete with ChatGPT [12] - Semiconductor company SMIC reported a 41.1% year-on-year increase in net profit for the first three quarters [17] - BoRui Pharmaceutical received approval for clinical trials of its BGM1812 injection, which is the first of its kind for weight loss indications [18]

Core Viewpoint - Morgan Stanley is under scrutiny from the Republican head of the US House China committee regarding its due diligence in underwriting the $3.7 billion IPO of Zijin Gold International Co. in Hong Kong, which is linked to a company on a US blacklist for alleged human rights violations [1][3]. Group 1: Regulatory Scrutiny - Representative John Moolenaar has requested additional information from Morgan Stanley, including documents related to the IPO, as part of a broader investigation into Wall Street banks' involvement with Chinese companies [2][5]. - The inquiry focuses on whether the IPO facilitated Zijin Mining Group's consolidation of overseas gold assets while maintaining control, raising concerns about Morgan Stanley's due diligence practices [3][5]. Group 2: IPO Details - The IPO of Zijin Gold International Co. was the largest since May and the second-largest listing in Hong Kong for the year, following a $5.3 billion deal by Contemporary Amperex Technology Co. Ltd. [4]. - Zijin Gold's shares surged 68% on their first trading day and have since doubled in value [4]. Group 3: Broader Context - The House Select Committee on China is reviewing the involvement of Wall Street banks in IPOs of Chinese firms with military ties or records of labor abuses, indicating a heightened regulatory environment [5][6].

项目公司注册资本1亿元， 佛塑科技 出资500万元，股权比例为5% ，紫金锂元出资6,000 万元，股权比例为 60%，厦门紫金出资1,000 万元，股权比例为 10%，广 新研究院出资 2,500 万元，股权比例为25%。其中， 厦门紫金拟以专利申请权及其相关专有技 术出资，评估值为 1,006 万元。 | 序号 | 发明名称 | 专利类型 | 申请号 | 专利申请日 | | --- | --- | --- | --- | --- | | 1 | 一种硫化锂的制备方法 | 发明专利 | CN202510738003.3 | 2025年6月4日 | | 2 | 一种直接合成电池级硫 化锂的工艺 | 发明专利 | CN202411365736. 9 | 2024年９月 29 日 | | 3 | 一种电池级硫化锂的生 产方法 | 发明专利 | CN202411112829.0 | 2024年8月14日 | 【DT新材料】 获悉， 11月13日， 佛塑科技 公告称，公司拟与紫金矿业下属子公司 紫金锂元 、 厦门紫金 及 广新研究院 共同出资设立项目公司，投资建设电池 级硫化锂中试平台项目。 项目计划投资总额为1.1 ...

该项目主要研发、生产、经营高纯度电池级硫化锂产品，硫化锂是硫化物固态电解质的主要原料之一。 公司与紫金锂元、厦门紫金、广新研究院共同设立项目公司，有利于充分发挥各自优势，降低产品研发 及项目投资风险，进一步加强公司在新能源新材料领域业务布局。 佛塑科技（000973）(000973.SZ)发布公告，公司拟与紫金矿业（601899）下属子公司紫金锂元、厦门 紫金及广新研究院共同出资设立项目公司，在福建省龙岩市上杭工业区蛟洋新材料产业园区投资建设电 池级硫化锂中试平台项目。项目公司注册资本1亿元，公司出资500万元，股权比例为5%。项目计划投 资总额为1.13亿元，建设100吨/年硫化锂生产线，主要研发、生产、经营高纯度电池级硫化锂产品，项 目规划建设期为10个月。 ...