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全球关键矿产市场亟待实现供需平衡与供应多元化
Zhong Guo Chan Ye Jing Ji Xin Xi Wang· 2025-06-23 22:18
2024年,全球关键矿产需求有所增长,其中锂需求增长近30%,保持了2023年的强劲增势,超过21世纪 前十年10%的年增长率。此外,镍、钴、石墨和稀土需求增长了6%~8%;铜需求增长了3%。 然而,关键矿产供应增长超过了需求增长。由于筹备时间较短、投资量增加,2020年后的采矿活动增长 率明显高于21世纪前十年,其中多数增长来自老牌产矿国,如刚果民主共和国的钴、印尼的镍、我国的 天然石墨和锂等。但在锂供应增长过程中,阿根廷和津巴布韦等新兴产矿国也占了较大份额。此外,就 精炼材料而言,在我国和印尼等主要生产国加工能力充足的支持下,产量增速超过了原材料供应增速。 受供大于求影响,2024年用于制作电池的矿产价格表现低迷。锂价格2023年以来下跌了80%以上;石墨 和钴价格2024年下降了20%,镍价格下降了10%。而锰价格则是个例外,由于澳大利亚和加蓬的供应中 断,加上需求增长,2024年下半年明显上涨。铝、铜和锌等基本金属价格2024年出现反弹,并将在2025 年继续上涨,原因是主要产区减产和需求前景改善。 此外,由于资源质量下降、筹备时间延长、资本密集度提高,以及新项目开发的复杂性增加,基本金属 开采量增速 ...
京东入局酒旅 阿里最新业务变动紧随其后
Mei Ri Shang Bao· 2025-06-23 22:18
商报讯(记者吕文鹃)阿里巴巴又有一项新变动。 6月23日,阿里巴巴集团CEO吴泳铭发布全员邮件,宣布即日起,饿了么、飞猪合并入阿里中国电商事 业群。范禹(花名)继续担任饿了么董事长兼CEO,向蒋凡汇报。南天(花名)继续担任飞猪CEO,向蒋凡 汇报。饿了么飞猪继续保持公司化管理模式,业务决策执行上与中国电商事业群集中目标、统一作战。 这一新变动标志着阿里电商平台开始向大消费平台转变。 阿里官宣重大业务调整涉及旗下旅行、即时零售板块 对于此次调整,吴泳铭在全员邮件中说,"这是我们从电商平台走向大消费平台的战略升级。未来,我 们将更多从用户角度出发优化整合业务模式和组织形态,为用户创造更丰富优质的生活消费体验。" 去年11月21日,阿里宣布成立阿里电商事业群,任命蒋凡担任CEO。该电商事业群全面整合淘宝天猫集 团、国际数字商业集团以及1688、闲鱼等电商业务,形成覆盖国内外全产业链的业务集群。继几大业务 并入电商事业群后,饿了么与飞猪的回归也被视为阿里向大消费平台转变的标志。 阿里将旗下旅游平台并入了被委以重任的阿里电商事业群,也让许多人联想到了上周刚刚官宣入局酒旅 的京东。上周三,在618大促即将收官的当日,京东 ...
Timbercreek Financial Declares June 2025 Dividend
Globenewswire· 2025-06-23 22:18
TORONTO, June 23, 2025 (GLOBE NEWSWIRE) -- Timbercreek Financial (TSX: TF) (the “Company”) is pleased to announce that it has declared a monthly cash dividend of $0.0575 per common share (“Common Share”) of the Company to be paid on July 15, 2025 to holders of Common Shares of record on June 30, 2025. The Company also offers a Dividend Reinvestment Plan (the “Plan”), which is eligible to holders of Common Shares and provides a convenient means to purchase additional Common Shares by reinvesting cash dividen ...
She Said Yes Unlocks the Emotional Code of Jewelry with Personalized Customization
Globenewswire· 2025-06-23 22:18
Core Perspective - The luxury market is evolving towards individuality and emotional value, with She Said Yes at the forefront of this shift by emphasizing personalization in the wedding ring experience [1][4]. Customization Process - The customization journey begins with selecting metal type, gemstone cut, setting style, and engraving options, allowing couples to create their rings from scratch [2]. - After initial selections, detailed design renderings are provided for client approval before skilled artisans handcraft the piece [2]. Symbolic Significance - Each design decision reflects the couple's unique story, incorporating meaningful dates, initials, and personal values, transforming jewelry from mere ornamentation to heirloom pieces [3][4]. - The brand's philosophy emphasizes that jewelry should carry emotional weight, aligning with modern consumers' desire for authenticity [4]. Market Positioning - She Said Yes offers a thoughtful alternative to mass-produced options, appealing to couples who view their rings as symbols of commitment and expressions of identity [4]. - The full customization service is available on the brand's official website, enabling couples to design pieces that resonate with their personal vows [5]. Brand Overview - She Said Yes focuses on ethical craftsmanship, personalization, and emotional storytelling, utilizing lab-grown moissanite and recycled precious metals to create sustainable jewelry [6].
喜娜AI速递:昨夜今晨财经热点要闻|2025年6月24日
Sou Hu Cai Jing· 2025-06-23 22:17
Group 1 - The U.S. airstrike on Iran's nuclear facilities has created uncertainty regarding the Federal Reserve's future monetary policy, with diverging opinions among officials on interest rate direction [2] - Platinum prices have surged, with a year-to-date increase of over 49%, driven by supply shortages and increased demand, particularly in the jewelry sector, although caution is advised regarding future price movements [2] - The Middle East tensions have led to significant volatility in the oil and gas sectors, with predictions of rising oil prices, although some analysts believe the market's reaction may be exaggerated [2] Group 2 - Tesla launched its first Robotaxi service, with potential for a vast network by 2040, generating projected annual revenues of $203 billion, but the realization of this potential may take a long time and faces uncertainties [3] - The A-share market showed resilience on June 23, with major indices rising despite initial panic due to Middle East tensions, indicating investor confidence in the controllability of the conflict [3] - The U.S. plans to revoke semiconductor exemptions for major manufacturers, which could complicate operations in China and escalate tech competition, although the proposal lacks support from other government departments [3] Group 3 - Solid-state battery stocks surged in the A-share market, with companies announcing advancements and production timelines, and the global market for solid-state batteries is expected to exceed $200 billion by 2030 [4] - Sanhua Intelligent Control's stock fell on its first day of trading in Hong Kong, attributed to a challenging market environment and competitive pressures in the automotive thermal management sector [5] - New regulations from the Shanghai Stock Exchange aim to enhance investor mobility by streamlining the transfer process between brokerages, which may intensify competition among brokers [5] - Hillhouse Capital is reportedly interested in acquiring Starbucks' China business, with an estimated valuation of $5 to $6 billion, as Starbucks faces challenges from local competitors [5]
海运油气板块腾飞 数字货币概念延续强势
Mei Ri Shang Bao· 2025-06-23 22:16
石油板块昨日再度走强,截至收盘,茂化实华(000637)连续3日涨停,准油股份近7日斩获6个涨停 板,泰山石油(000554)亦涨停,贝肯能源(002828)、通源石油(300164)涨超7%。 商报讯(记者苗露)昨日午后,A股全线上涨,沪指一度涨近1%,数字货币、AI眼镜、创新药、可控核聚 变等板块轮番启动,拉动大盘一路走高。截至下午收盘,沪指报3381.58点,涨0.65%;深成指报 10048.39点,涨0.43%;创指报2017.63点,涨0.39%。全市场成交额11469亿元,较上个交易日放量552 亿元。 从盘面上看,稳定币概念股集体爆发,优博讯(300531)、四方精创(300468)20cm涨停,吉大正元 (003029)、神州信息(000555)涨停封板;海运板块持续强势,宁波海运(600798)、连云港、宁波 远洋(601022)等涨停;油气股集体活跃,准油股份(002207)尾盘涨停。总体来看,个股呈普涨态 势,上涨个股超4400只。 数字货币概念股大涨 昨日,数字货币概念股午后掀涨停潮,领涨两市。据同花顺(300033)数据,截至昨日下午收盘,数字 货币概念板块位列当日行业概念板块排名 ...
油价暴跌7%,拆穿了伊朗的虚张声势
Sou Hu Cai Jing· 2025-06-23 22:05
——市场看透了战争的"舞台"。 今天市场非常有戏剧性: 伊朗报复了:袭击了美军在伊拉克和卡塔尔的基地。 结果却反常:股市不但没跌,反而大涨;油价暴跌。 想看我们对全球市场更深刻的见解,可订阅《环球市场策略:风中警告,瞬息巨变》,接下来会发生什么?不同剧本下,油价怎么走?黄金、美元又怎么 反应?答案尽在于此。 特别声明:以上内容仅代表作者本人的观点或立场,不代表新浪财经头条的观点或立场。如因作品内容、版权或其他问题需要与新浪财经头条联系的,请 于上述内容发布后的30天内进行。 · 特朗普称,伊朗的回应非常弱,非常有效地反击了伊朗的回应,没有美国人受伤,几乎没有造成任何损失,或许伊朗现在可以走向和平与和谐。现在是 和平的时候了。 伊朗对一个防御严密的美军基地发动"预先释放信号"的攻击,而且没有美方人员伤亡,这种攻击成为缓和紧张局势的第一步。伊朗可以声称它已经对美国 军方进行了报复,同时也发出了一个明确的信号,即它不想卷入与美国的一场它无法取胜的战争。卡塔尔突然关闭领空、伊朗导弹落地,美军无实质重大 伤亡,很像双方在控制节奏。 2、但油价揭穿了伊朗的"虚张声势"。周一开盘先是上涨逾6%,表示对该事件的重视;随后,进 ...
新闻1+1丨应急响应,如何“跑赢”灾害险情?
Yang Shi Wang· 2025-06-23 22:05
央视网消息:从湖南到湖北,从河南到广东,一次次来势汹汹的暴雨洪水,一个个避险避灾的成功案例。《新闻1+1》本期关注:应急响应,如何"跑赢"灾 害险情? 从避险成功案例看到三方面进步 自然资源部地质灾害技术指导中心高级工程师 陈红旗:现在群策群防避险的案例非常多,6月18日以来,湖南、湖北、重庆、贵州仅四个省就有16起成功避 险,保护了100多人,这个奖励恰好说明群策群防在成功避嫌的过程中,它的作用越来越得到认可。另一方面,这个奖励只是表示肯定的一个方面。有一 次,我在湖南核查一个成功避险案例,有一个老乡他亲自参与了,他说能够参与救人,为防灾减灾做贡献,那是一辈子很自豪的事情。 今年入汛后,各地排查险情情况如何? 在避险成功案例中,有的反映速度非常快,从发现到开始组织转移中间只有16分钟,怎么看待? 自然资源部地质灾害技术指导中心高级工程师 陈红旗:这是一种日积月累的结果,这短短的一个小时、两个小时,有些甚至更短,只有几分钟,这里边能 看到三个方面的进步: 从发出预警到避险撤离,这个过程涉及动员和执行效率,说明我们的体系是非常完善的。 这么多的避险案例,说明参与防灾减灾的力量在不断扩大。 防灾减灾知识和技能得到 ...
Silver North Announces Charity Flow Through LIFE Private Placement for Gross Proceeds of up to C$2.1 Million
Thenewswire· 2025-06-23 22:05
Vancouver, BC, June 23, 2025 – TheNewswire – Silver North Resources Ltd. (TSX-V: SNAG, OTCQB: TARSF) “Silver North” or the “Company”) is pleased to announce a non-brokered private placement (the “Offering”) for aggregate gross proceeds of up to $2,100,000 from the sale of charity flow-through units of the Company (the “CFT Units”) to be sold at a price of $0.21 per CFT Unit. Each CFT Unit will be comprised of one common share that will qualify as a “flow-through share” within the meaning of subsection 66 ...
汇聚共识合力 迎挑战促发展
Jing Ji Ri Bao· 2025-06-23 22:04
世界经济面临重重挑战 当今世界,百年变局加速演进,全球经济迎来风高浪急的时刻:保护主义和单边主义抬头,贸易壁垒和 技术封锁层出不穷,全球化遭遇严重逆流;地缘政治冲突此起彼伏,地区安全形势不断恶化,全球产业 链供应链受到深度冲击;全球经济复苏艰难,南北差距持续拉大,不平等现象加剧,全球治理体系面临 结构性失衡。 世界银行发布的最新一期《全球经济展望》报告,将2025年全球经济增长预期从今年1月的2.7%下调至 2.3%,近70%经济体增速被下调。同时,联合国贸易和发展会议也发布报告称,2024年全球外国直接投 资下降11%,为连续第二年下降。 "一系列数字的变化,反映出全球经济正处于深层结构性矛盾和多重风险交织当中,这是全球治理体系 长期积弊的集中显现,是全球合作机制被削弱、互信基础被侵蚀的直接后果。"商务部研究院研究员周 密表示,这一系列人为因素带来的挑战,本不应该发生,也可以不发生,如今却严重损害全球经济和相 关各方的利益。 环顾世界,个别国家肆意挥舞关税大棒、胁迫"脱钩断链"、推行"小院高墙",以牺牲全球市场效率为代 价,谋求一己私利,扭曲了全球市场机制,侵蚀了多边主义的制度根基;南北发展鸿沟越发凸显,许 ...