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美国砸5亿买巴铁稀土,想破中国稀土优势,巴铁做法亮了
Sou Hu Cai Jing· 2025-10-08 16:32
据环球网9月26日援引巴基斯坦《黎明报》等媒体综合报道称,当地时间9月25日,朗普在白宫椭圆形办公室与巴基斯坦总理夏巴兹和巴陆军元帅、陆军参谋 长穆尼尔举行会谈,并引发多家印媒表示关注。《黎明报》提到,巴基斯坦总理办公室在会谈后发布声明称,本次会谈在愉快的气氛中进行,会谈共持续约 80分钟。但此次会谈不对媒体开放,这与特朗普的一贯做法不同。巴基斯坦国家电视台对此报道称,双方"预计将就共同关心的问题以及地区和全球局势进 行讨论"。据《印度时报》报道称,特朗普与巴基斯坦不断深化关系引人注目,此前还曾指责巴基斯坦。而《今日印度》、《经济时报》则报道称,在特朗 普任期内,美国和巴基斯坦的关系有所升温,而特朗普与印度总理莫迪曾经牢固的关系反而出现紧张迹象,因购买俄罗斯石油报导致加征关税高达50%。 图1 特朗普与夏巴兹和穆尼尔举行会谈(巴基斯坦政府官方X账号) 美巴这次会谈引发网络舆论,有部分称,会谈肯定绕不开的一个点—稀土,是的,是稀土!据巴基斯坦此前报道称,巴方在9月8日与美国战略金属公司 (USSM)签署相关矿产协议,该合作项目包含在巴方建立一家专门的稀土精炼厂和出口巴方"易得矿产"到美国。正是所谓地"美方砸5亿 ...
特朗普政府亲自下场!一场由美国国家队主导的投机狂潮正在上演
Jin Shi Shu Ju· 2025-10-07 13:16
AI播客:换个方式听新闻 下载mp3 当然,猜测本身就伴随着风险。白宫发言人周一表示,美国并未考虑入股Critical Metals,该股涨幅随即 收窄过半,最终收涨45%,这仍然算是一个不错的交易日,但远低于早前109%的涨幅。 音频由扣子空间生成 当地时间周一晚间,总部位于温哥华的Trilolgy Metals Inc.股价上涨了一倍多。此前白宫表示,美国政府 将收购该公司10%的股份。截至周一收盘,该公司的市值为3.43亿美元。 先是向一家鲜为人知的稀土矿商MP Materials投资4亿美元,接着是向陷入困境的芯片制造商英特尔豪掷 100亿美元,然后又增持了立志在美国生产锂的Lithium Americas的股份。特朗普政府的每一笔投资都让 目标公司的股价飙升了两位数。现在,投资者们都在好奇,下一个会是谁? 联邦政府提振部分美国企业的举动,催生了一个特殊的投机热潮,投资者们仔细研究着被美国总统特朗 普视为至关重要的行业公司名单,从矿产商到芯片制造商再到制药公司。说真的,任何获得政府拨款的 上市公司都受到了密切关注。 在Decklebaum看来,这些股价波动的投机性质让人想起了新冠疫情期间席卷市场的"模 ...
美国政府精准入股催生股价狂欢 市场寻觅“下一个幸运儿”
智通财经网· 2025-10-07 12:01
Core Insights - The Trump administration's investments have led to significant stock price increases for targeted companies, with MP Materials, Intel, and Lithium Americas seeing substantial gains following government involvement [1][4] - Investors are actively seeking companies in "critical sectors" identified by the Trump administration, including mining, chip manufacturing, and pharmaceuticals, as potential beneficiaries of government support [1][4] - Speculation around potential government investments is driving stock volatility, with companies like Critical Metals Corp. and Trilogy Metals experiencing sharp price movements based on rumors of government involvement [1][5] Investment Trends - The U.S. government has access to billions in funding and contracts, which can create lucrative opportunities for investors who can predict the next target for investment [4] - Stocks of companies like MP Materials and Lithium Americas have seen dramatic price increases following government loans and investments, indicating a trend where government announcements lead to market reactions [4][5] - The speculative nature of these investments is reminiscent of the "meme stock" phenomenon during the COVID-19 pandemic, raising concerns about potential market corrections if government investments do not materialize [5] Potential Candidates - Analysts are identifying potential candidates for government investment, including Ramaco Resources, Energy Fuels, and Nouveau Monde Graphite, due to their holdings in critical minerals [6] - Australian companies like Iluka Resources and Lynas Rare Earths are also under consideration, with market speculation driving their stock prices higher [6] - Exchange-traded funds (ETFs) focused on critical minerals are benefiting from increased investor interest, with significant inflows reported in recent months [6]
特朗普政府誓要“稀土独立”! 计划入股Critical Metals(CRML.US) 押注...
Xin Lang Cai Jing· 2025-10-04 04:49
来源:市场资讯 来源:智通财经网 有媒体援引知情人士透露的消息报道称,特朗普政府的核心官员们已讨论政府入股矿业公司Critical Metals Corp(CRML.US),这将使华盛顿直接持有格陵兰最大规模稀土矿项目的权益。美国总统唐纳 德·特朗普曾建议直接将这一北极领地纳入美国版图,但迫于多重政治压力以及缺乏现实法律路径,未 能实现这一雄心壮志。 如果这项入股最终敲定,该交易将标志着Tanbreez稀土矿床的最新政治转折。华盛顿近期已成功入股锂 矿巨头Lithium Americas(LAC.US)以及坐拥芒廷帕斯稀土矿的美国稀土巨头 MP Materials (MP.US),凸显出特朗普政府非常希望美国从全球经济所需稀土等核心矿物产量增长中获益的决心。 在特朗普政府寻求入股Critical Metals的消息出炉之后,该矿业公司股价在美股盘后交易中一度飙升超过 90%。 "一大批公司都在找我们,希望美国政府投资他们的关键矿产项目,"一位特朗普政府高级官员在回应置 评请求时对媒体表示。"目前仍然处于讨论进程,与这家公司绝对没有任何接近达成重要事项。" Critical Metals未通过电邮和电话对多次置 ...
锂业巨头大涨!美国政府,又有大动作?
Zheng Quan Shi Bao· 2025-10-01 11:56
加拿大锂矿巨头美洲锂业(Lithium Americas)因一则重磅消息引发股价异动。 特朗普政府官员对外表示,白宫提出入股该公司是为了重新谈判这笔贷款,并称此举为"一笔重要的关键矿产交易"。 美国能源部长赖特当地时间周二(9月30日)表示,美国政府已同意收购美洲锂业公司的股份,以支持这家加拿大公司开发其位于美国内华达州的Thacker Pass锂矿项目。 受该消息刺激,美洲锂业股价在当天盘后交易中一度飙升超40%,后回落至约35%。周三(10月1日)美股盘前,美洲锂业股价大幅拉升,截至发稿,涨超 30%。 有分析认为,特朗普政府之所以把目光聚焦于美洲锂业公司,或许与其在美国锂供应链发展中占据举足轻重地位的Thacker Pass锂矿项目有关。 美洲锂业公司官网指出,Thacker Pass拥有全球已知规模最大的已探明锂资源和储量,这些资源支撑着美国内华达州北部锂矿区的开发。Thacker Pass位于 美国内华达州北部洪堡县,为沉积型锂矿,2023年3月开工建设,预计分5期实现每年16万吨的电池级碳酸锂产能。 美国政府将入股美洲锂业 为加快打造本土关键金属供应链,美国能源部长克里斯.赖特周二接受采访时表示, ...
锂业巨头大涨!美国政府,又有大动作?
证券时报· 2025-10-01 11:50
加拿大锂矿巨头美洲锂业(Lithium Americas)因一则重磅消息引发股价异动。 美国能源部长赖特当地时间周二(9月30日)表示,美国政府已同意收购美洲锂业公司的股份,以支持这家加拿大公司开发其位于美国内华达州的Thacker Pass锂矿 项目。 受该消息刺激,美洲锂业股价在当天盘后交易中一度飙升超40%,后回落至约35%。周三(10月1日)美股盘前,美洲锂业股价大幅拉升,截至发稿,涨超30%。 美国政府将入股美洲锂业 据悉,该锂矿有望在第一阶段就实现年产电池级碳酸锂4万吨的目标,足够80万辆电动汽车使用。 据美洲锂业公司披露,该项目是美洲锂业与通用汽车的合资项目。美洲锂业持股62%并负责运营该矿。通用汽车拥有38%的权益,并签订了为期20年的承购协议, 可采购一期最多100%以及二期最多38%的产量,同时对第二期剩余产量拥有优先认购权。 频频出手收购企业股权 近期,特朗普政府已多次出手收购企业股权。 今年7月,美国国防部宣布斥资4亿美元收购稀土矿商MP Materials股权,成为该公司最大股东,持股比例达15%。MP Materials目前运营着美国唯一一座稀土矿。稀 土主要用于制造磁体,而这些磁 ...
特朗普又出手!美政府拟收购知名锂矿巨头股权,该公司手握“全球最大”锂矿!A股龙头是大股东,已卖掉大部分所持股份,最新回应
Mei Ri Jing Ji Xin Wen· 2025-09-25 07:12
每经记者|张宝莲 每经编辑|段炼 陈俊杰 据券商中国报道,美东时间9月23日,有业内人士称,特朗普政府正在寻求获得美洲锂业公司(Lithium Americas)10%的股权,希望拥有美国最大锂矿的 权益。目前白宫方面正在重新商谈美国能源部对美洲锂业公司一笔22.6亿美元(约合人民币164亿元)贷款的条款。9月24日,美洲锂业公司股价在盘中飙 升超过100%。 美洲锂业公司 手握全球已探明资源规模最大锂矿 券商中国的报道称,该笔22.6亿美元贷款最初是在拜登政府期间批准。特朗普政府官员对外表示,白宫提出入股该公司是为了重新谈判这笔贷款,并称此 举为"一笔重要的关键矿产交易"。 有分析认为,特朗普政府之所以把目光聚焦于美洲锂业公司,或许与在美国锂供应链发展中占据举足轻重地位的Thacker Pass锂矿项目有关。 美洲锂业公司官网指出,Thacker Pass拥有全球已知规模最大的已探明锂资源和储量,这些资源支撑着美国内华达州北部锂矿区的开发。Thacker Pass位于 美国内华达州北部洪堡县,为沉积型锂矿,2023年3月开工建设,预计分5期实现每年16万吨的电池级碳酸锂产能。 图片来源:视觉中国(资料图) ...
盛和资源20250921
2025-09-22 00:59
Summary of Shenghe Resources Conference Call Company and Industry Overview - **Company**: Shenghe Resources - **Industry**: Rare Earth Mining Key Points and Arguments 1. **Acquisition of PIK Company**: Shenghe Resources has completed the acquisition of 100% of PIK Company, gaining 84% interest in the Angola Rare Earth Mine in Tanzania, which has a resource volume of 4.61 million tons and a neodymium content of approximately 1.0% [2][4][6] 2. **Investment and Production Plans**: The total investment for the Angola Rare Earth Mine project is under $300 million, with plans to process 800,000 tons of ore, yielding 16,000 tons of rare earth oxides at a recovery rate of 40%. Future improvements could increase the recovery rate to 60%, raising output to over 20,000 tons [2][10] 3. **Operational Costs**: The estimated operating cost is around $4,800 per ton of oxide, with current market prices around 80,000 RMB per ton, indicating a significant profit margin [10] 4. **Political and Regulatory Environment**: Tanzania's political stability and favorable relations with China, along with a stable mining law and reasonable tax policies, support the project's viability. The corporate tax rate is 30%, which is comparable to domestic rare earth mining operations [2][12][13] 5. **Project Development Timeline**: The project is expected to be completed by the end of 2026 and commence production around 2027, with all local procedures in place [7][10] 6. **Technical Export Restrictions**: The impact of export restrictions on rare earth mining technology is manageable, as Shenghe Resources has maintained communication with relevant departments and is confident in obtaining necessary approvals [11][20] 7. **Infrastructure Challenges**: The relatively poor infrastructure in Tanzania will require additional capital expenditure to support project development, increasing the overall investment intensity [9][10] 8. **Resource Advantages**: The Angola Rare Earth Mine has several advantages, including high neodymium content, large resource volume, low radioactive content, and a favorable stripping ratio compared to domestic mines [8][10] 9. **Future Exploration Potential**: The project has identified over 4 million tons of resources, with potential for further exploration and expansion of the development area [14][15] 10. **Zirconium-Titanium Projects**: Shenghe Resources has also made progress in acquiring zirconium-titanium projects in Tanzania and Madagascar, which are expected to significantly enhance the company's overall capacity [16][20] Additional Important Information - **Market Dynamics**: The acquisition price for the PIK project was increased by 20% due to rising global rare earth prices and easier market financing [4][19] - **Strategic Shift**: This acquisition marks Shenghe Resources' first major move into leading mine development, transitioning from a processing-focused company to a resource-holding entity [20][21] - **Recycling Initiatives**: The establishment of Hong Kong New Materials Co., Ltd. aims to engage in waste recycling, including rare earth materials, in anticipation of increased waste volumes in the future [21]
D.A. Davidson上调MP Materials目标价至82美元
Ge Long Hui· 2025-09-02 13:45
Group 1 - D.A. Davidson raised the target price for rare earth miner MP Materials from $32 to $82, maintaining a "buy" rating [1]
Ark Mines(ASX:AHK)获QIC旗下基金投资股价飙升 锑矿公司(ASX:LKY) 牵手莱斯大学探索锑基材料研发
Sou Hu Cai Jing· 2025-08-26 12:04
Group 1: Ark Mines Investment and Project Development - Ark Mines Limited (ASX: AHK) has secured an investment of AUD 4.5 million from QIC's Critical Minerals and Battery Technology Fund (QCMBTF) to accelerate the development of the Sandy Mitchell rare earth and heavy mineral project in Northern Queensland [1][3] - The investment consists of AUD 4 million in upfront funding as a royalty against future product sales and AUD 500,000 in equity investment, pending shareholder approval [1][2] - The project aims to commence production by the end of 2027, potentially creating around 80 local jobs [3] Group 2: Sandy Mitchell Project Details - The Sandy Mitchell project, located approximately 230 kilometers northwest of Cairns, has a measured resource of 71.8 million tons with an average grade of 1,732.7 ppm of rare earth equivalent minerals [2] - Ark Mines is currently advancing the third phase of drilling, with results expected to be included in a pre-feasibility study (PFS) scheduled for completion in 2026 [2] Group 3: Breville Group Performance - Breville Group Ltd (ASX: BRG) reported a revenue of AUD 1.696 billion for FY25, reflecting a growth of 10.9% compared to FY24 [11] - The company achieved a gross profit of AUD 620.5 million, with a gross margin of 36.6% [11] - Breville's expansion in the Chinese market is progressing well, although profitability is expected to take several years [10] Group 4: Neuren Pharmaceuticals Clinical Trial - Neuren Pharmaceuticals (ASX: NEU) has initiated the first global Phase 3 clinical trial for its candidate drug NNZ-2591 targeting Phelan-McDermid syndrome (PMS) in the U.S. [5] - The trial will evaluate approximately 160 children aged 3 to 12 over a 13-week treatment period [5] Group 5: Locksley Resources Collaboration - Locksley Resources Ltd (ASX: LKY) has partnered with Rice University to explore antimony-based materials and green extraction methods for its Mojave antimony project [15] - The company's stock surged by 42.22% following the announcement, reflecting a year-to-date increase of 1,780% [15][17] Group 6: Decidr Ai Industries Acquisition - Decidr Ai Industries Ltd (ASX: DAI) has acquired the remaining 49% of Decidr.ai Pty Ltd, enhancing its capabilities in Agentic AI technology [21] - The acquisition led to an 18.18% increase in DAI's stock price [21] Group 7: West Coast Silver Discovery - West Coast Silver Ltd (ASX: WCE) reported a significant discovery at its Elizabeth Hill project, with a diamond drill hole revealing a 13-meter section of high-grade silver at 1,615 g/t [25] - The company expressed confidence in the exploration potential of the site [25]