（原标题：专访老挝国家工商会会长：中老铁路有望成为区域"绿色走廊"） 南方财经 21世纪经济报道记者郑青亭、实习生陈颖 北京报道 "中老铁路是共建'一带一路'倡议中老挝最重要的基础设施项目，不仅打通了中国与东盟的互联互通通 道，也为老挝带来巨大的贸易与投资潜力。"近日，老挝国家工商会会长吴迪·苏万那冯（Oudet Souvannavong）北京在接受21世纪经济报道记者采访时说道。 11月7日，由中国国际商会主办的2025"一带一路"贸易投资论坛在北京举行。 苏万那冯在会上指出，中 老铁路正助力老挝开辟一条低碳数字赋能与可持续供应链的新路径，其发展不仅连接中国与东盟，也契 合区域发展方向及全球绿色转型目标。 苏万那冯：中国是老挝最大的外商直接投资（FDI）来源国。传统上，中资在老挝主要集中于矿业、水 电、基础设施和农业等领域。随着共建"一带一路"倡议的推进，尤其是中国—东盟自贸区3.0版升级议 在当天的论坛期间，他告诉21世纪经济报道记者，老挝国家工商会高度重视中老铁路项目，已专门成 立"中老经贸投资合作委员会"，以进一步挖掘沿线投资机遇，推动中国与东南亚地区的联动发展。 中老铁路是一条连接中国云南省昆明市与 ...

Core Viewpoint - Tencent showcased its digital solutions at COP 30, emphasizing the role of digital technology in accelerating climate action and addressing information barriers in the low-carbon industry [1][9]. Group 1: Tencent's Digital Innovations - Tencent launched multiple digital applications centered around "CarbonLIVE," including the United Nations Climate Change Solutions Platform (UNSH), Global Low-Carbon Technology Joint Search (CTS), and "Green Africa" platform [1][7]. - The UNSH platform aims to break down information silos and optimize resource allocation, providing a comprehensive service mechanism for countries to implement the Paris Agreement and advance the 2030 Sustainable Development Agenda [2][4]. - The CTS project, developed with global partners, allows users to easily search and access nearly 20,000 low-carbon technologies from trusted data sources [7]. Group 2: Collaboration and Support for Developing Countries - Tencent became a technical partner for the UNSH platform, leveraging its digital experience in the low-carbon sector to support developing countries with technology and capacity building [2][6]. - The UNSH platform is designed to match urban demands with verified solutions and financial resources, facilitating the transition to low-carbon cities [6]. Group 3: Engaging Youth through Gaming - Tencent is exploring climate action through gaming, aiming to raise awareness among young people about climate change via esports and innovative game design [9][10]. - The company plans to showcase how games like "Crossfire" and "Honor of Kings" can engage players in climate issues during COP 30's side events [10]. Group 4: Broader Climate Action Initiatives - Tencent is participating in various side events at COP 30 to share progress on its carbon neutrality efforts and digital initiatives related to water conservation and carbon markets [11].

Core Viewpoint - Hainan is accelerating its transition to a low-carbon future by building a "clean energy island" as a key driver in response to global climate change [1][5]. Group 1: Ecological Protection and Legislation - Hainan faces climate challenges such as rising sea levels and coral bleaching, and is implementing strict laws and regulations to protect its ecological environment [4]. - The province has established pioneering legislation, including China's first tropical rainforest national park regulations and local laws on ecological protection red lines, ensuring the preservation of its ecosystems [4]. - Hainan maintains a forest coverage rate of over 62%, with air quality good days consistently above 98%, and nearshore water quality rated at 99.8% [4]. Group 2: Energy Transition - Hainan is focusing on renewable energy sources, with over 60% of new power installations coming from wind and solar energy, making renewables the largest power source in the province [5]. - The province is also advancing the safe and efficient development of nuclear power to provide stable and clean base-load electricity [5]. - Hainan has achieved a penetration rate of over 60% for new energy vehicles, ranking first in China [5]. Group 3: Marine Environment and Carbon Sequestration - Hainan's extensive marine ecosystems, such as mangroves and seagrass beds, are effective "blue carbon" capture systems, and the province is conducting systematic assessments of these ecosystems [7]. - The first blue carbon carbon credit transaction in Hainan has been completed, injecting market dynamics into marine ecological protection efforts [7]. - Restoration of mangroves is aimed not only at protecting coastlines and biodiversity but also at contributing directly to carbon reduction efforts [7]. Group 4: Community Transformation and Economic Development - Hainan is addressing ecological degradation and climate risks by restoring coral reefs, seagrass beds, and mangroves, while also engaging local communities in cultural heritage [8]. - The average annual income of fishermen in Lingshui Li Autonomous County increased by approximately 19% after transitioning to the cultural tourism industry [8]. - Initiatives in Beigang Island demonstrate how environmental challenges can be transformed into development opportunities, showcasing a model of "win-win" for protection and development [8].

几内亚总统府办公厅主任部长、西芒杜战略委员会主席吉巴·迪亚基特在仪式上表示："我们共同见证西 芒杜项目首批铁矿石的装运出口，这是几内亚人民期盼数十年的历史性时刻。对此，我们向所有参与这 项非凡项目的各方人士、合作伙伴、员工及社区成员致以最诚挚的谢意。几内亚政府将根据西芒杜2040 计划，构建可持续发展伙伴关系，促使自然资源成为推动国家可持续发展的引擎。" 作为股东方代表，宝武资源董事长施兵在仪式致辞中表示，未来，宝武资源将与几内亚政府、当地社区 及合作伙伴、各界朋友一道，共筑包容共享、可持续发展的合作生态，用高品质铁矿，推动全球钢铁产 业低碳转型，并携手中国大市场，助力几内亚经济繁荣发展，不断提升几内亚人民福祉和社会活力。 资料显示，西芒杜铁矿项目是包含矿山、铁路和港口的全产业链建设开发项目。项目矿山已探明储量44 亿吨，平均全铁品位65%以上，建成后总产能可达1.2亿吨/年；项目铁路横贯几内亚全国，主线铁路长 552公里，支线铁路长74公里，具备每年2.2亿吨的运输能力；项目港口由多方共同建设，设计矿石年吞 吐量超过1.2亿吨。 当地时间11月11日，西芒杜项目投产启动仪式在几内亚马瑞巴亚港举行。几内亚总统 ...

Group 1 - The COP30 conference opened in Belem, Brazil, highlighting the country's commitment to climate change issues, with President Lula arriving in a BYD electric SUV, symbolizing the shift towards electric vehicles as a key solution to climate change [1][3] - This year's conference features Chinese electric vehicle brands like BYD and Great Wall as official vehicles, marking a significant presence in the local transportation landscape [3] - BYD's factory in Brazil has produced its 14 millionth new energy vehicle, showcasing the company's expansion in Latin America, while Great Wall has also established operations in a former Mercedes-Benz factory [4] Group 2 - The shift towards Chinese electric vehicles in Brazil reflects a broader trend of Chinese manufacturing taking root in the global automotive industry, particularly in the context of electric and connected vehicles [4] - The absence of a high-level U.S. representative at the conference indicates a shift in global leadership in climate technology, with other nations continuing to advance despite the lack of U.S. involvement [4] - China's recent white paper emphasizes the need for global cooperation in addressing climate change, advocating for a new, more equitable, and resilient low-carbon development model [6]

Investment Rating - The report maintains a "Positive" rating for the steel industry and a "Positive" rating for the non-ferrous metals industry, with "Buy" ratings for specific companies including Luoyang Molybdenum, Zhongjin Gold, Huayou Cobalt, Zijin Mining, and China Aluminum [5]. Core Views - The report indicates an optimistic outlook for the fundamentals of the metal industry, particularly in lithium and rare earths, with expectations of price stabilization in the short term due to various supply and demand factors [2][3][4]. Steel Industry Summary - The steel industry is entering a consumption off-season, with increasing pressure on steel prices due to declining profits at steel mills and planned maintenance leading to expected supply reductions. Short-term steel prices are anticipated to fluctuate [17][24]. - As of November 7, 2025, the total steel inventory was 14.92 million tons, a decrease of 0.60% from the previous period but an increase of 22.87% year-on-year [24]. - The average price of steel on November 7, 2025, was 3,419.80 yuan/ton, reflecting a decrease of 1.09% from the previous period and an 8.08% decline year-on-year [35]. Copper Industry Summary - The copper market is experiencing tight supply due to accidents at major overseas mines, which is providing support for copper prices. The report highlights the importance of upcoming U.S. economic data on copper price trends [4][40]. - As of November 7, 2025, the LME copper spot price was $10,700/ton, a decrease of 1.66% from the previous period [42]. Aluminum Industry Summary - The aluminum sector is facing challenges with low alumina prices impacting profits, while domestic demand is shifting from strong to weak. The report suggests that aluminum prices may continue to fluctuate in the short term [5][44]. - On November 7, 2025, the LME aluminum spot price was $2,800/ton, reflecting a decrease of 1.53% from the previous period [45]. Gold Industry Summary - The gold market is influenced by geopolitical factors and U.S. economic conditions, with recent data showing support for gold prices despite pressure from hawkish Federal Reserve statements. The report emphasizes the importance of monitoring U.S. economic indicators and geopolitical developments [50][52]. Lithium and Rare Earths Summary - The lithium market is expected to see price stabilization in the short term, with the resumption of production at CATL's projects potentially exerting downward pressure on prices. However, strong fundamentals are expected to provide support [3][57]. - The rare earth market is anticipated to improve with increasing demand for neodymium-iron-boron, which is expected to support rare earth prices [3].

Group 1 - The core viewpoint of the news is the strategic collaboration between Industrial Bank Wuhan Branch and meteorological services to innovate a "meteorology + finance" service model, enhancing the integration of meteorology and finance [1] - The first "climate loan" was issued to Tianhao (Hubei) Energy Storage Co., providing 120 million yuan for a hybrid energy storage project, which has completed peak shaving of approximately 500,000 kWh in August alone [1] - The loan incorporates a climate risk assessment index system, linking interest rates to corporate evaluations, thereby improving companies' capabilities to respond to climate change and disaster prevention [1] Group 2 - The "dual pledge" sustainable development-linked loan of 6 million yuan was issued to Hongtai Aluminum Industry, utilizing a "carbon emission rights + pollutant discharge rights" dual pledge model, dynamically linking interest rates to environmental performance [2] - This innovative financing approach activates dormant environmental asset rights, directly correlating financing costs with corporate carbon reduction and waste disposal performance [2] - Industrial Bank Wuhan Branch has a green finance loan balance exceeding 36 billion yuan, serving nearly 3,000 green enterprises across low-carbon, circular, and ecological economies [2] Group 3 - The bank aims to continue exploring new paths for high-quality green development, focusing on "low-carbon transformation" and increasing credit support to contribute to sustainable development [3]

Core Points - The 8th China International Import Expo (CIIE) concluded on November 10 in Shanghai, with an exhibition area expanded to 430,000 square meters and over 600 additional foreign exhibitors compared to last year, showcasing global companies' confidence in the Chinese market [1] Group 1: Industry Trends - Traditional products from Thailand, such as fragrant rice and durian, are being complemented by innovative snacks like durian popcorn and tom yum popcorn, reflecting a shift in consumer preferences [2] - Thai companies are leveraging local products and Chinese celebrity endorsements to attract younger Chinese consumers, indicating a trend towards localized marketing strategies [2] - Bayer Crop Science showcased numerous innovative products, including seven "China premieres" and eight "CIIE premieres," highlighting the company's commitment to expanding its presence in the Chinese market [2] Group 2: Company Insights - Bayer's supply center in Hangzhou, with an investment exceeding 300 million RMB, is set to commence operations in early 2025, demonstrating the company's confidence in China's improving policy environment and innovation ecosystem [3] - Arkema, a materials company, participated in CIIE for the first time, emphasizing the expo's role as a platform for international cooperation and innovation, and expressing a desire to find new growth opportunities [4] - Yushutech showcased humanoid robots, which have gained significant attention, with the company reporting that overseas markets contribute 50% of its business, underlining the importance of international platforms like CIIE for technology demonstration and global collaboration [5] - ZhiYuan Robotics, making its debut at CIIE, noted a surge in orders, particularly in logistics and inspection sectors, indicating strong demand for humanoid robots in specialized applications [6]

麦肯锡公司预测称，亚洲地区以预计70万亿美元的基建投资规模遥遥领先，主要得益于中国和印度等经 济体的持续增长。 【环球网财经综合报道】香港万得通讯社报道，麦肯锡公司近期的一份报告预计，从现在到2040年间， 全球基建投资将高达106万亿美元。这意味着随着快速城市化和数字化转型的推进，全球基础设施需求 正以前所未有的速度增长。 报告还提到，基础设施是每个国家经济的支柱，连接民众、为工业提供动力并支撑经济增长；从宏观层 面来看，人口增长、城市扩张以及全球向低碳和数字化系统的转型将推动基础设施支出增长。 此外，据麦肯锡公司预测，能源行业将需要巨额资本流入用于可再生能源项目、电网现代化改造以及满 足日益增长的能源需求，预计到2040年累计投资将达到23万亿美元。同时，社会基础设施（包括医疗、 教育和公共设施）将获得16万亿美元的投资，而废物与水务系统及农业合计再增加11万亿美元。 ...

Core Viewpoint - The Xinjiang Shihezi City held an industrial innovation conference focusing on "low-carbon transformation and new quality-driven" initiatives, showcasing its commitment to green development through significant project signings totaling 26.893 billion yuan [1][6]. Group 1: Industrial Development - Shihezi has established six major industrial clusters centered around carbon-based, silicon-based, aluminum-based materials, energy, textiles, and deep processing of agricultural products, leveraging three national-level parks to drive industrial transformation and upgrade [3]. - The city has initiated a dual-line green transformation in energy and industry since 2023, promoting collaborative development across various sectors including energy, new materials, transportation logistics, green agriculture, and modern services [3]. Group 2: Technological Advancements - The independent power grid in Shihezi has achieved a fully integrated "source-network-load-storage" system, with photovoltaic installations increasing fourfold over three years to exceed 4.3 GW, and renewable energy generation now accounts for over 10% of total energy production [3]. - The government’s industrial guidance fund has effectively supported 130 technology companies, enhancing their operational efficiency [3]. Group 3: Strategic Collaborations - The conference highlighted the signing of 18 strategic cooperation agreements with well-known domestic and international companies, amounting to approximately 26.893 billion yuan, focusing on multi-modal transport corridor construction, energy ecological chain development, and collaborative innovation in industries [6]. - Shihezi is actively promoting the development of a low-carbon industrial chain and attracting high-quality projects in new energy equipment manufacturing to enhance its green industrial ecosystem [4].