IT之家 11 月 25 日消息，据《纽约时报》报道，由于部分项目陷入财务困境，沙特阿拉伯公共投资基金 （PIF）用于新投资的资金已所剩无几。 尽管沙特王国仍坐拥丰厚的石油财富，但其原油产量受到地缘政治协议（旨在限制供应）的严格约束，加之 国际油价整体处于低位，财政收入承压。政府正面临日益扩大的预算赤字，不得不举债以兑现王储穆罕默德 在国内作出的多项承诺。 据《纽约时报》援引消息人士称，PIF 目前已启动业务重组，王储本人亦已解雇至少一位项目负责人，即 Neom 项目的主管。此外，该基金正酝酿调整投资策略，未来将更多配置于公开上市股票等传统领域。 PIF 近期最大一笔投资即为竞购艺电公司，其代表强调，此项投资属长期布局，预期最终价值将实现翻倍。 近年来，PIF 进行了大规模投资布局，是沙特王储穆罕默德・本・萨勒曼（Mohammed bin Salman）推动经济 多元化、降低对石油收入依赖战略的核心支柱。 该基金在电子游戏领域尤为活跃，已投资多家游戏发行商，包括 Take-Two 和任天堂，并最近斥资 550 亿美 元（IT之家注：现汇率约合 3905.97 亿元人民币）达成协议，收购《FIFA》与《战地》（ ...

11月23日，如何看待沙特的稀土野心登上了热榜。那么，究竟发生了什么呢？11月19日，美国稀土公司MP Materials和美国国防部联手沙特阿拉伯的矿业公 司，决定在沙特建立一座现代化的稀土精炼厂。提到沙特，我们首先想到的往往是石油。 沙特的经济几乎完全依赖石油。它是世界上最大的石油出口国之一，石油收入占到国家总收入的约75%。根据最新的数据，我国的中石化和中石油紧随其 后。 沙特的富裕几乎完全与石油挂钩。沙特最大的石油公司沙特阿美，是全球石油行业的领导者之一。 然而，除了石油，沙特近年来还在推动经济多元化。它不仅在开采黄金和矿石等矿产资源，旅游业也逐渐发展，尤其是宗教旅游（去麦加朝圣）。现在，沙 特还鼓励普通游客访问，并已推出电子签证，吸引更多的游客。 尽管沙特大部分地区是沙漠，但它也有一些绿洲，种植椰枣、橄榄等作物，并大规模发展乳品养殖。 沙特在可再生能源方面也在加快步伐，太阳能和风能项目正在快速发展，计划在2030年前实现本地生产大部分设备。 乍一看，这个决定似乎有些不合逻辑，但其实是经过多方考虑的结果。首先，沙特在稀土领域几乎是零基础。美国的MP Materials（美国唯一还在运营的稀 土矿和加工 ...

Core Points - The visit of Kazakhstan President Tokayev to Russia and the signing of the declaration elevates the bilateral relationship to a comprehensive strategic partnership and alliance level, marking a new stage in Russia-Kazakhstan relations [1][2] - The declaration emphasizes mutual support in the face of global challenges and outlines specific paths for cooperation in political security, economic integration, knowledge-intensive industries, and cultural exchanges [1][2] Economic Cooperation - The bilateral trade volume is projected to reach $28.7 billion in 2024, with a diversified trade structure and over 96% of transactions conducted in local currencies [2] - Both countries are advancing cooperation in investment, energy, automotive, agriculture, and fertilizer production, while exploring new areas such as chemicals and rare earth mining [2] - The declaration includes plans to deepen cooperation in the energy sector, covering oil, gas, coal, and electricity, ensuring the smooth transportation of energy resources [2][3] Energy Sector Focus - Natural gas cooperation is prioritized, with plans to enhance gas supply projects in northern and eastern Kazakhstan, addressing the needs of major industrial enterprises [3] - The construction of Kazakhstan's first nuclear power plant, led by Russia's state atomic energy corporation, is underway, with an investment of $14 billion to $15 billion and a planned capacity of 2.4 GW [3] Strategic Implications - The signing of the declaration serves as a strong response to Western speculation about Kazakhstan's "strategic drift," reinforcing confidence in long-term investments in capital-intensive projects [4] - The declaration provides a political environment conducive to the development of bilateral relations, although trade barriers and sanction risks remain [4]

与会者强调，上述两项目是国家级战略项目，将对阿经济发展和社会进步产生深远影响。 （原标题：阿尔及利亚三部门召开高层协调会加速推进廷杜夫铁矿开发及西部矿业线铁路投运） 会议还研究了在廷杜夫、贝沙尔、纳阿马建立新选矿与加工厂的计划，以形成从采矿、加工、转化到运输的完整产业链，首批铁矿料将在 2026年起运往奥兰TOSYALI钢铁集团。 《曙光报》11月20日消息，阿三部门近日在油气与矿业部召开协调会，重点跟进总统特本关于2026年一季度启动廷杜夫铁矿本地化开采及西 部矿业铁路2026年1月投运的指示。会议由油气与矿业国务部长阿尔卡布与公共工程部长贾拉维共同主持，多部门负责人及相关企业高管参会。 会议围绕铁矿开采与选矿的技术流程、配套基础设施推进情况进行协调，特别是全长950公里的西部矿业线铁路，被视为铁矿项目价值链落地 的核心枢纽。与会方讨论了确保铁路在明年1月按期投入使用及铁矿本地化开发如期启动的具体措施。该项目被视为阿独立以来的重要经济突破， 将为阿钢铁产业提供稳定原料，掌握工业主权，推动经济多元化。 ...

（文章来源：新华社） 芒廷山口材料公司创立于2017年，是美国唯一一家掌握稀土全产业链的生产商，也是北美唯一一家大规 模开采和处理稀土矿的企业。公司在加利福尼亚州拥有全球第二大稀土矿芒廷山口，并在得克萨斯州沃 思堡设有加工厂，目前在美主要生产轻稀土产品。 今年7月，五角大楼罕见收购芒廷山口材料公司股份，成为该私营企业最大股东，并与其签署10年期协 议，包括产品最低限价等条款。 《金融时报》称，沙特为寻求经济多元化高度重视矿业。沙特阿拉伯矿业公司9月表示，正积极开发据 预估总值约2.5万亿美元的沙特矿产资源，并利用其国际投资部门"沙特马纳拉矿业公司"探寻海外机 遇。 美国最大稀土生产商芒廷山口材料公司19日宣布，已与美国战争部（即国防部）和沙特阿拉伯矿业公司 达成伙伴关系，计划在沙特建造稀土精炼厂。 据英国《金融时报》等媒体报道，精炼厂将处理沙特及其他地区的原材料，将生产的重稀土与轻稀土产 品提供给美沙两国的制造业和国防工业，同时面向盟国销售。 据报道，美国和沙特合建稀土厂，是沙特王储兼首相穆罕默德访美期间所达成的协议之一。芒廷山口材 料公司与美国政府将持有新合资企业49%的股份，沙特阿拉伯矿业公司控股比例"不 ...

Group 1: K2 and Huawei Collaboration - K2, a company under the Abu Dhabi government, signed a memorandum of understanding with Huawei during the DRIFTx 2025 exhibition to enhance cooperation in smart charging infrastructure, green energy innovation, and next-generation smart city technologies [2] Group 2: Robotaxi Commercialization in Abu Dhabi - WeRide announced the approval from the UAE federal government to launch a fully autonomous Robotaxi service in Abu Dhabi, marking it as the first city outside the US to receive a city-level L4 autonomous driving commercial license [2] - The service will operate without safety drivers and will initially be available through Uber and TXAI platforms [2] Group 3: Didi Autonomous Driving Partnership - Didi Autonomous Driving established a strategic partnership with the Abu Dhabi Investment Office (ADIO) to collaborate on autonomous driving technology applications, AI talent development, and industry ecosystem construction [3] Group 4: UAE Economic Growth - The UAE economy demonstrates strong resilience, with non-oil sectors contributing over 73% to GDP, driven by tourism, logistics, manufacturing, and digital economy growth [3] - The UAE is outperforming other Gulf economies and solidifying its position as a global business hub [3] Group 5: Trade Relations with Asia - Trade between the Gulf region and Asia reached a record high of $516 billion, with the UAE leading at $268 billion, reflecting a 27% increase [3] - Predictions indicate that by 2030, trade between the Gulf and Asia could reach $802 billion, driven by rising demand for energy and non-oil products [3] Group 6: Dubai Commercial City Development - Dubai Commercial City (DCC) has achieved a 98% occupancy rate, driven by strong demand from tech, AI, and e-commerce companies [4] - A new e-commerce fulfillment center is planned to be launched by Q3 2026 to meet the growing demand in digital trade [4] Group 7: Qatar Government Tender Growth - In Q3 2023, Qatar's government tenders surged by 123.8% year-on-year, totaling 15 billion Qatari riyals, with significant investments in infrastructure and construction [6] Group 8: Qatar National Bank Ship Financing - Qatar National Bank launched the first ship financing service in the country, offering customized loan solutions for vessels valued up to 2 million Qatari riyals at an interest rate of 3.45% [6]

Core Viewpoint - The Ghanaian government has set robust macroeconomic targets for the 2026 fiscal year and the medium term (2026-2029), focusing on sustainable growth and fiscal management [1] Economic Growth Targets - The government aims for an average real GDP growth of 4.9% over the medium term, with non-oil sector growth around 5.0% to promote economic diversification [1] - For the 2026 fiscal year, the real GDP growth target is set at no less than 4.8%, and non-oil GDP growth is targeted at a minimum of 4.9% [1] Inflation and Fiscal Surplus Goals - The inflation rate is targeted to be maintained within a range of 8% ± 2% [1] - The government plans to achieve a primary fiscal surplus equivalent to 1.5% of GDP starting in 2026 to strengthen fiscal health [1] External Reserves and Investor Confidence - The budget includes a plan to maintain international reserves at a level sufficient to cover at least three months of import expenses, aimed at enhancing external buffers, stabilizing the local currency, and boosting investor confidence [1] Budget Deficit Improvement - The budget deficit target for 2026 is set at 2%, showing an improvement compared to 2025 [1]

Core Points - Canada has announced a second batch of national key projects aimed at enhancing its resource strategy, focusing on energy, minerals, and transmission lines [1] - The total investment for these projects exceeds CAD 56 billion, with an expected creation of 68,000 jobs [1] - These projects are considered transformative and part of a national strategy to boost Canada's competitiveness and resilience [1] Group 1: National Key Projects - The second batch of national key projects was unveiled by Prime Minister Mark Carney, emphasizing Canada's potential as an energy superpower [1] - The projects aim to establish new trade corridors, enhance resource autonomy, and ensure data sovereignty for national security [1] - The first batch of key projects, announced in September, included investments over CAD 60 billion, focusing on infrastructure to stimulate the economy and reduce reliance on the U.S. [2]

Core Points - The Canadian Prime Minister Mark Carney announced the second batch of national key projects aimed at enhancing the country's resource strategy and economic diversification [1] - The total investment for these projects exceeds 56 billion Canadian dollars, which is expected to create approximately 68,000 jobs [1] - The projects are described as "transformational" and are part of a national strategy to improve Canada's competitiveness and resilience [1] Investment and Economic Impact - The second batch of projects includes sectors such as energy, minerals, and transmission lines, emphasizing Canada's potential as an energy superpower [1] - The initiative aims to establish new trade corridors and strengthen leadership in critical mineral sectors to enhance resource autonomy [1] - The projects are expected to contribute to a data sovereignty system that ensures national data security [1] Previous Initiatives - In August, the Prime Minister announced the establishment of a national key project office to streamline regulatory assessments and assist in project financing [1] - The first batch of key projects was announced in September, with a total investment exceeding 60 billion Canadian dollars, focusing on infrastructure development to boost the economy and reduce reliance on the U.S. [1]

阿尔及利亚360新闻网站11月11日报道，阿工业部长巴希尔近日视察阿德拉尔省占地约5000公顷的棉花 加工项目重启进展，强调要加快施工进度、清除障碍，确保农业和工业环节尽快恢复运行。该工厂原属 国有食品集团AGRODIV，目前正进行全面修复与现代化改造，目标是恢复其农业种植和棉花加工的双 重功能。修复计划包括水井能力评估、水利网络重建、电力接入以及经济技术可行性研究。阿政府还与 西班牙公司 LS Alcantara System 建立培训合作，旨在提升本地技术人员的管理与操作水平，实现现代化 运营。该项目被视为南部地区经济振兴的重要支点，不仅有助于减少进口、提高棉花自给率，也将带动 就业和技能提升。此举反映出阿尔及利亚通过盘活收回资产、强化农产品加工业来推动经济多元化的战 略决心。 ...