Sou Hu Cai Jing·2025-12-30 18:26Group 1: Tariff Adjustments - Starting from January 1, 2026, the State Council Tariff Commission will implement the "2026 Tariff Adjustment Plan," which includes a 0% provisional import tariff for alumina and non-alloy aluminum, and a 5% most-favored-nation tariff for lithium products [1]. Group 2: Company Developments - On December 29, Guodian Power announced the resignation of Chairman Tang Jian due to job relocation, with General Manager Zhao Shibin acting as the chairman and legal representative. The board approved investments in the Dadu River Danba Hydropower Station project, with a total investment of 15.273 billion yuan [2]. - Minmetals Development disclosed plans to acquire stakes in Minmetals Mining and Luzhong Mining from its controlling shareholder through asset swaps, share issuance, and cash payments, constituting a major asset restructuring and related party transaction [6]. - Deep Optica, a mining AI startup, completed seed round financing with investors including Baidu Ventures. The company aims to shorten evaluation cycles significantly in mining projects [7]. Group 3: Market Trends - On December 29, international precious metal prices saw a significant drop, with spot silver falling nearly 5% and gold prices dropping below $4,500, primarily due to the CME Group raising margin requirements for metal futures [4]. - The domestic iron ore market reported price fluctuations, with PB powder (61.5%) prices at Qingdao Port at 807 yuan per ton, reflecting a slight increase [23]. - The lithium market showed prices for Australian lithium spodumene concentrate at $1,540 per ton, indicating ongoing demand in the sector [31].