当下，全球环保警钟越敲越响，资源短缺的难题也让各国愁眉不展。 就在所有人都在为工业废料处理和钢铁资源供给犯难时，中国科学家甩出了一个"王炸"——研发出"绿氢冶铁"技术，能从铝业废料赤泥里高效提取高品质 铁！ 这可不是小打小闹的突破，比起传统炼铁技术，它不仅把铁的提取率翻了一倍多，还能大幅降低能耗和碳排放，直接把曾经让人避之不及的赤泥，变成了香 饽饽。 这项技术一亮相，就惊艳了全世界，不仅能帮中国解决自身的资源和环保难题，更能为全球40多亿吨赤泥的处理提供全新方案，堪称造福76亿人的重大创 举。 这项技术到底有多牛？它又将如何改变全球钢铁和铝业的格局？ 提到赤泥，很多人可能没听过，但它却是铝工业甩不掉的"大包袱"，更是悬在全球生态环境头上的一颗"定时炸弹"。 赤泥是铝土矿提炼氧化铝后剩下的废渣，单看成分，它里面其实藏着不少宝贝，比如铁氧化物、铝氧化物，还有稀土元素等等，但可惜的是，这些有用成分 被大量碱性有害物质包裹着，让它从"潜在资源"变成了"烫手山芋"。 先说说它的存量有多吓人，全球赤泥堆存量已经突破40亿吨，而且还在以每年数亿吨的速度增长。 中国作为世界上数一数二的铝生产大国，赤泥堆积量更是不容小觑，很多 ...

来源：环球网 因此，浙商证券认为，美元走弱大周期下大宗价格水涨船高+金属供给扰动频发，继续看好金属牛市延 续，并建议重点关注去美元化、"反内卷"进程、供应链重构。 展望2026年，浙商证券认为这轮商品超级大周期进程或还未过半，与过去基建地产驱动的周期不同之处 在于，这轮需考虑"大国博弈"这一时代背景，从而拉长进程。 报告特别提出，绿色工业革命和电力消费时代带来了产业趋势性投资机遇，从新能源汽车到储能、固 态、人形机器人、AI等，金属作为能源转型与产业变革的核心载体，迎来需求重构与价值重估的黄金 周期；电力消费+战略自主对铜的需求及库存提出更高的要求，矿端供应不足长期难解。 【环球网财经综合报道】浙商证券近日发布研报认为，2025年全球主要经济体的内外政策开始进入实质 性调整与碰撞阶段，大国博弈纵深化加大了全球供应链断裂风险，将"安全"置于"成本"之上，全球经济 延续弱增长态势。 ...

Core Insights - The second Global Africa Hydrogen Summit concluded in Windhoek, Namibia, focusing on hydrogen financing innovation, infrastructure development, community benefits, and advancing over 50 actionable hydrogen projects [1][2]. Group 1: Investment and Funding - Namibia aims to raise approximately $1.7 billion for the initiation and construction of various hydrogen projects, transforming renewable resources into industrial productivity and positioning itself as Africa's "green hydrogen hub" [1]. - The establishment of the "African Institute for Sustainable Industrialization" in Windhoek is planned to promote hydrogen industry development, serving as a center for policy-making, funding, and knowledge sharing [1]. Group 2: International Collaboration and Expertise - China has become an internationally influential player in the hydrogen industry chain, providing valuable experience for Africa's hydrogen development through years of technological advancement and practical applications [1]. - Africa's geographical proximity to major hydrogen demand centers in Eurasia offers unique advantages in attracting investment through international cooperation and trade [1].

Core Insights - Fortescue Metals Group (FMG) announced the successful acquisition of a 14.2 billion yuan (approximately 2 billion USD) syndicated term loan, marking the first such loan for an Australian company in renminbi [1] - The funds will be utilized for general corporate purposes, including establishing partnerships with Chinese suppliers and leading technology firms [1] - FMG's Executive Chairman, Andrew Forrest, emphasized that this transaction signifies a strong signal of collaboration potential when partners share common goals, particularly in advancing green technologies essential for a global industrial revolution [1] Financial Details - The loan is structured as a five-year term and involves participation from major banks including Bank of China and Industrial and Commercial Bank of China [1] - This transaction is considered a milestone for FMG, reflecting its long-term cooperative relationship with China [1] Strategic Implications - The loan acquisition is positioned as a strategic move amidst the backdrop of the U.S. reducing investments in significant global industries, highlighting FMG's commitment to green technology development in collaboration with China [1]