《报告》指出，2025年1月至6月，全球黄金贸易量为3053.8吨，全球白银贸易量为1.7万吨，全球铂金贸 易量为476.8吨。 关注1 去年全球煤炭贸易量上涨，中国进口量再创新高 数据显示，去年全球原油贸易量为21.60亿吨，同比下降0.2%。去年全球前五大原油出口国分别为沙特 阿拉伯、俄罗斯、加拿大、美国和阿拉伯联合酋长国，分别占全球总出口量的14.9%、11.3%、10.1%、 9.2%和8.5%。其中，沙特阿拉伯出口量较2023年减少0.25亿吨，俄罗斯、加拿大出口量较2023年分别增 长0.04亿吨、0.10亿吨。 全球前五大原油进口国(地区)分别为中国、欧盟、美国、印度和日本，分别占全球总进口量的25.6%、 21.4%、15.2%、11.1%、5.3%。其中，中国进口量较2023年减少0.19亿吨，但仍稳居全球第一大原油进 口国地位，主要从俄罗斯(19.6%)和沙特阿拉伯(14.2%)等国家进口。 在煤炭贸易量方面，去年全球煤炭贸易量上涨，中国进口量再创新高。《报告》指出，去年全球煤炭贸 易量为35.99艾焦，同比增长1.3%，与2018年的历史最高纪录持平。前五大出口国为印度尼西亚、澳大 利亚 ...

Group 1 - The new energy minerals, or strategic emerging minerals, are becoming a new competitive arena for mining companies and a focal point in great power competition [5] - The rare earth price index released by the China Rare Earth Industry Association on July 10 was 185.8, an increase of 13% since the beginning of the year [2] - The trading price of rare earth concentrate for the third quarter has been adjusted to 19,109 yuan/ton (excluding tax), marking the fourth consecutive quarter of price increases [1] Group 2 - Northern Rare Earth announced a significant increase in its net profit for the first half of the year, expecting a profit of 900 million to 960 million yuan, representing a year-on-year increase of 1882.5% to 2014.71% [4] - The overall activity in the rare earth market has improved due to upstream raw material supply tightening and downstream consumption stimulation policies [4] - The supply side remains tight, with U.S. mineral imports stagnant and reduced imports from Myanmar due to the rainy season [4] Group 3 - The demand for rare earths is stable in the domestic market, with some downstream companies obtaining export licenses and overseas orders gradually recovering [4] - The company holds an optimistic view on future rare earth price trends, supported by a full order book for its subsidiary [4] - The rare earth industry supply-demand pattern is expected to reach a turning point, driven by high growth in demand from sectors like new energy vehicles and consumer electronics [4]