必和必拓：上调加拿大Jansen Potash第一阶段项目资本开支预期至70亿-74亿美元，公司最初预计57亿美 元。 预计Jansen第一阶段项目将于2027财年中期投产。 预计全年资本开支和勘探开销大约为110亿美元。 ...

必和必拓：预计2026财年埃斯孔迪达铜矿的铜产量将在115至125万吨之间；预计四季度铜产量为51.62 万吨，同比增长2%。预计四季度能源煤炭产量为410万吨，同比增长8%。 ...

必和必拓：2025财年铜产量达202万吨，同比增长8%，铁矿石产量为2.63亿吨，同比增长1%。 ...

必和必拓：预计2026财年铁矿石产量（以WAIO100%为基准）为2.84至2.96亿吨；预计2026财年的铜产 量为180至200万吨。 ...

Group 1 - BHP Group's fourth quarter attributable iron ore production reached 70.34 million tons, with an expected annual attributable iron ore production of 260 million to 270 million tons [1] - The copper production for the fourth quarter was 516,200 tons, with an expected annual copper production of 1.8 million to 2 million tons, revised from a previous estimate of 1.85 million to 2.05 million tons [1]

第四财季可归属的铁矿石产量7034万吨。 必和必拓第四财季铜产量51.62万吨。 预计全年总体西澳洲铁矿石产量2.84亿-2.96亿吨。 预计全年可归属的铁矿石产量2.58亿-2.69亿吨。 ...

Core Viewpoint - The article emphasizes the significant potential for cooperation between China and Australia in the clean energy and storage sectors, particularly in building a resilient and competitive green industrial chain [1][2]. Group 1: China-Australia Cooperation - The cooperation between Chinese and Australian companies in the energy storage sector has made positive progress, highlighted by BHP's memorandum of understanding with CATL and BYD's subsidiary for storage collaboration [2]. - Australia is a major supplier of lithium, providing 60% of China's lithium imports, while China dominates the global supply chain for energy storage, with over 93% of global shipments of lithium batteries expected in 2024 [2]. Group 2: Australian Energy Storage Market Growth - The Australian energy storage market is projected to grow significantly, with utility-scale battery storage systems expected to double in deployment by the 2024 fiscal year, reaching 18 GW by 2035, up from 2.3 GW in 2024 [4]. - By 2050, Australia will require 49 GW of battery storage and pumped hydro, which is over 15 times the current capacity [4]. Group 3: Recent Developments in Energy Storage Projects - Australia has seen a surge in energy storage projects, with two large battery storage projects recently submitted for approval: a 300 MW/1200 MWh project and a 1000 MW/4000 MWh project [7]. - Chinese companies have secured a significant portion of overseas energy storage orders, with Australia accounting for nearly 24% of the total overseas order capacity in the first half of 2025 [7]. Group 4: Key Projects and Collaborations - Notable collaborations include CATL supplying for three storage projects in Texas with a total capacity of 550 MW and 1100 MWh, and other partnerships involving companies like Huichuan Technology and Jinko Energy in various Australian projects [9].

大家好欢迎关注会商期货七时洞察栏目那么今天给大家带来的主题是铁矿石的定价新忙度进展的一个梳理还有近期矛盾的一个观点我是主讲人会商期货研究所的陈小波如果近期您有特别关注的期货品种希望在直播中听到老师的深度讲解您可以通过页面中展示的方式联系到我们的专业人员及团队 为您提前预约讲解内容那么最近的黑色系的行情啊也比较大不知道大家关注了没有但是呢在黑色的行情里面呢其实焦眉的行情好像要更耀眼一点那么今天从今天排面上来看那么焦眉的话呢也是向上突破到了一个八百八附近很高的一个位置那么整个黑色系近期 都在宏观情绪的一个带动下冲高那么在这个时候呢我们也是就是梳理一下铁矿的一些重要的一些点然后呢对后面的铁矿的行情呢做一个预判首先呢我们先从一些基础的给大家简单梳理一下铁矿的一些基本概念那么铁矿石的话呢他是呃 还有理论上还有铁元素的化合物的这种矿石呢都可以叫做铁矿石那么我们常见的铁矿石的种类有磁铁矿磁铁矿鹤铁矿和铃铁矿四大类那么在高度冶炼的进程的中间铁矿石的一些指标对高度冶炼的进程影响是比较大的比如说呢铁矿石的力度力度的话呢 太大太小会影响高炉内料柱的透气性使煤气上升阻力增大力度过大呢又会影响炉料的加热和矿石的还原啊这是力度所以呢根据 ...

Group 1 - The core viewpoint of the article highlights the collaboration between CATL and BHP to promote the electrification of mining operations through integrated solutions [2] - CATL has signed a memorandum of cooperation with BHP, focusing on electric mining equipment, fast charging infrastructure, energy storage, and battery recycling [2] - BYD's subsidiary, FDB, has also reached a memorandum of understanding with BHP to explore power battery systems for heavy mining equipment and related fast-charging infrastructure [4] Group 2 - BHP, headquartered in Melbourne, Australia, is a major multinational mining company formed from the merger of BHP and Billiton in 2001, with products including iron ore, coal, copper, aluminum, nickel, oil, LNG, magnesium, and diamonds [6] - As of July 11, BHP's total market capitalization is $132.1 billion, equivalent to approximately 93.22 billion RMB [7]

NO.2 上半年吉利控股集团总销量同比增长30% 每经记者｜董天意 实习生 张艺彤 每经实习编辑｜余婷婷 | 2025年7月15日 星期二 | NO.1 上半年新注册登记新能源汽车创历史新高 据新华社报道，公安部7月14日发布最新统计，截至2025年6月底，全国机动车保有量达4.6亿辆，其中 汽车3.59亿辆；机动车驾驶人5.5亿人，其中汽车驾驶人5.15亿人。全国有101个城市的汽车保有量超过 100万辆，其中，成都、北京、重庆汽车保有量超过600万辆。 截至6月底，全国新能源汽车保有量达3689万辆，占汽车总量的10.27%。其中，纯电动汽车保有量 2553.9万辆，占新能源汽车总量的69.23%。上半年新注册登记新能源汽车562.2万辆，同比增长 27.86%，创历史新高。新能源汽车新注册登记量占汽车新注册登记量的44.97%。 点评：上半年我国新能源汽车新注册登记量显著增长，这不仅反映了消费需求的持续升级，也彰显了政 策推动和企业努力的成效。整体来看，新能源汽车保有量的增加及用户基数的发展，将为整个汽车市场 带来新的增长潜力。 7月14日，吉利控股集团宣布，2025年上半年吉利控股集团总销量19316 ...